How to Set Up And Manage Inventory In Shopify?

13 minutes read

Setting up and managing inventory in Shopify is fairly straightforward. Here are the steps involved:

  1. Log in to your Shopify account and navigate to the "Products" tab on the left-hand side of the admin dashboard.
  2. Click on the "Products" tab to view your existing products or click on the "Add product" button to create a new product.
  3. Fill in the required details for your product, such as the title, description, and price.
  4. Under the "Inventory" section, you'll find options to manage your inventory. Shopify offers three basic inventory management options: a. "Shopify tracks this product's inventory": This option allows Shopify to automatically keep track of your product's stock levels. You can enter the initial quantity and set a low stock threshold. b. "Don't track inventory": Choose this option if you don't want Shopify to track inventory for this product. c. "Shopify tracks this product's inventory, but it's not physically tracked": With this option, Shopify will keep track of inventory, but it won't affect the available quantity. This is useful for digital products or items that you don't need to monitor physically.
  5. If you select the option for Shopify to track inventory, you'll need to enter the initial quantity and any variants or options for your product, such as size or color.
  6. You can also set up a "SKU" (stock keeping unit) for the product, which is useful for tracking inventory and managing stock across different channels.
  7. If you want to enable stock notifications for low inventory, you can check the box that says "Allow customers to purchase this product when it's out of stock."
  8. Save your changes, and your inventory settings for that product are now set.


To manage your inventory on an ongoing basis:

  1. From the admin dashboard, navigate to the "Products" tab and select the product you want to manage.
  2. Under the "Inventory" section, you can edit the available quantity, adjust the low stock threshold, or disable tracking altogether.
  3. If you need to update inventory for multiple products at once, you can use Shopify's bulk editing feature or import a CSV file with the updated stock levels.
  4. Additionally, you can enable or disable stock notifications for specific products.


By setting up and managing inventory in Shopify, you can easily keep track of your stock levels, avoid overselling, and provide a seamless shopping experience for your customers.

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How to set up low stock alerts in Shopify?

To set up low stock alerts in Shopify, you can follow these simple steps:

  1. Log in to your Shopify admin panel.
  2. From the dashboard, click on the "Products" tab.
  3. Select the product for which you want to set up low stock alerts.
  4. In the product settings, scroll down to the "Inventory" section.
  5. Locate the "Inventory Policy" option and select "Shopify tracks this product's inventory" if you haven't already done so.
  6. Next, find the "Inventory Quantity" field and enter the minimum stock level at which you would like to receive alerts. For example, if you want an alert when the stock is below 10, enter "10" in this field.
  7. Save your changes by clicking on the "Save" button at the top or bottom of the page.
  8. To receive low stock alerts, go to your "Settings" tab and select "Notifications".
  9. Under the "Staff Order Notifications" section, click on "Inventory" to configure the low stock notification settings.
  10. In the "Low Inventory Threshold" field, enter the desired quantity that triggers the alert.
  11. Choose the staff members who should receive these notifications by adding their email addresses in the "Send a copy to" field.
  12. Save your settings by clicking the "Save" button at the bottom.


Now, whenever the stock quantity of your chosen product falls below the specified threshold, the selected staff members will receive an email notification alerting them about the low stock.


How to set up inventory replenishment alerts in Shopify?

To set up inventory replenishment alerts in Shopify, you can follow these steps:

  1. Log in to your Shopify admin dashboard.
  2. Click on the "Settings" tab, located at the bottom left corner of the screen.
  3. In the settings menu, click on "Notifications".
  4. Scroll down to the "Inventory" section and click on "Inventory alerts".
  5. Here, you can enable inventory alerts by checking the box next to "Email me when inventory is low".
  6. Set the threshold for your inventory alert by entering a specific quantity in the "Notify me when the quantity is below" field. This is the minimum quantity at which you want to receive an alert.
  7. Enter the email address where you want to receive the alerts in the "Send notifications to" field. You can separate multiple email addresses with commas.
  8. Click on the "Save" button to save your settings.


Once you've completed these steps, Shopify will automatically send you an email notification when the quantity of an item falls below the threshold you set. This will help you manage your inventory effectively by ensuring you get alerted when it's time to replenish your stock.


How to handle backorders in Shopify inventory?

Handling backorders in Shopify inventory involves the following steps:

  1. Enable the backorder feature: Go to your Shopify admin panel and navigate to Settings > Products. Scroll down to Inventory and check the box labeled "Allow customers to purchase this product when it's out of stock."
  2. Track inventory levels: Ensure that you have accurate inventory tracking in place to know when a product is out of stock and if there are any backorders.
  3. Notify customers: When a product is out of stock and a backorder is placed, Shopify will display a notification to customers during checkout informing them that the item is on backorder and will ship later.
  4. Set realistic expectations: Provide clear estimates to customers about when their backordered product will be available and shipped to them. It's better to under-promise and over-deliver to avoid disappointing customers.
  5. Keep customers informed: Communicate with customers regularly about the status of their backorder, providing updates on when the item is expected to arrive and any delays that may occur.
  6. Fulfill backorders promptly: As soon as the backordered products are available, make sure to fulfill and ship them to customers as quickly as possible.
  7. Offer alternatives or cancel the order: If the backordered product will not be available within a reasonable time frame, or if a customer is no longer interested in waiting, offer alternatives or provide a hassle-free option to cancel the order and receive a refund.
  8. Streamline inventory management: Automate your inventory management process using apps or tools that sync inventory levels across multiple sales channels, ensuring accurate tracking and prevention of overselling or underselling.


Remember, timely communication and transparency with customers is key to managing backorders effectively and maintaining customer satisfaction.


How to manage inventory for multiple sales channels in Shopify?

Managing inventory for multiple sales channels in Shopify involves a few key steps:

  1. Enable multiple sales channels: In your Shopify admin, go to "Settings" and then "Sales channels". From there, you can enable any additional sales channels you want to use, such as Shopify POS, Facebook, Instagram, Amazon, or eBay.
  2. Set up separate inventory tracking: By default, your inventory is synced across all sales channels. However, you may want to set up separate inventory tracking for certain channels. To do this, go to the product listing in your Shopify admin, click on "Edit" next to the product variant, and then enable the "Track quantity" option. You can then specify a unique inventory quantity for each sales channel.
  3. Set up inventory syncing: If you want to sync inventory across all sales channels, you can use Shopify's built-in inventory management feature. To enable inventory syncing, go to "Settings" and then "Locations". Add your physical locations and enable inventory tracking for each one. This will ensure that inventory quantities are adjusted automatically when an item is sold on any sales channel.
  4. Use inventory management apps: If you have complex inventory needs, you might consider using third-party inventory management apps. These apps can provide more advanced features such as automatic low-stock notifications, multi-warehouse management, and advanced reporting. Shopify has a wide range of inventory management apps available in their app store, so you can find one that suits your specific needs.
  5. Regularly update inventory: Regardless of the approach you choose, it's important to regularly track and update your inventory. Keep track of sales and replenish your stock as needed. Regularly review your inventory reports and adjust quantities to avoid overselling or running out of stock.


By following these steps and utilizing the tools available in Shopify, you can effectively manage inventory across multiple sales channels and ensure accurate stock levels for your customers.


What is the best practice for setting up inventory locations in Shopify?

The best practice for setting up inventory locations in Shopify includes the following steps:

  1. Assess your inventory management needs: Understand your business requirements and determine the number and type of inventory locations necessary. Consider factors like warehouse size, geographical distribution, and shipping destinations.
  2. Enable the Multiple Locations feature: In your Shopify admin panel, go to Settings > Locations and enable the Multiple Locations feature. This allows you to create and manage multiple inventory locations.
  3. Create inventory locations: After enabling the feature, click on the "Add location" button. Enter all the necessary details like the location name, address, and stock information.
  4. Organize inventory: Use a consistent naming convention for your inventory locations to make it easy to identify and manage them. You can label them based on warehouse names, geographical regions, or specific functionalities.
  5. Set up stock transfers: If you need to transfer inventory between locations, Shopify provides a stock transfer feature within the admin panel. This allows you to create fulfillment requests and track the movement of inventory.
  6. Integrate with a third-party inventory management system: If your inventory management needs are complex, consider integrating Shopify with a third-party inventory management system. This can help automate processes like syncing stock levels, tracking sales, and managing orders across multiple locations.
  7. Train your staff: Ensure that your staff members are familiar with the inventory management processes and understand how to handle inventory at different locations. Proper training can minimize errors and improve overall efficiency.


Regularly review and update your inventory locations as your business grows or changes. Following these best practices will help you effectively manage your inventory across multiple locations in Shopify.

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