Shopify Store: The online store you have set up with Ordergrid, and its integration found in Sales > Stores.
UOM: Unit of Measure, denotes whether an item is in Eaches or Cases.
If you use Shopify's inventory feature, you may have had to manually sync stock levels between Ordergrid and Shopify. This feature automatically updates the Shopify stock levels for any items mapped between the two stores. It can be toggled to a variable number of individual items as well.
Buffer stock and Shopify allocation allows you to customize the inventory values that are updated on Shopify, so you can optimize your inventory planning.
This is a two step process. You will customize inventory sync levels on OrderGrid, and check API permissions on Shopify OrderGrid app.
Process for Shopify
1. On the Shopify side, the Ordergrid integration must be allowed Read and Write access for Shopify inventory. This may not have been included before this feature was released. First, click Apps, then App and sales channel settings.
2. Click Develop apps for your store and select the OrderGrid App.
3. Under Admin API Permissions > Inventory, the field must be set to Read and write.
Process for OrderGrid
1. First, go to Sales > Stores to find your Shopify Store and click Edit on the three dots. Toggle the Inventory Sync button, then press Update.
Note: This button will only appear if the store you select is connected to Shopify.
2. Under Sales > Product Mapping, there should be a toggle next to each item, under the header Shopify Inventory Sync.
3. This is an individual toggle, to allow you greater control over which items you want connected between OrderGrid and Shopify.
4. Once you've finished setting up the items to sync, click the large button at the top labelled Shopify Inventory Sync. This links to Shopify and sets your stock to the level it is in OrderGrid.
Note: There may be an error if your buffer stock is set to below 0. Here's how to set buffer stock.
5. After this, the process is automatic. Each time your stock changes in OrderGrid, it will be automatically updated in Shopify. This may happen from receivings, orders, manual stock changes, returns and cycle counts.
Congratulations! You have successfully set up Shopify Inventory Sync in OrderGrid.
If you need any additional help regarding this topic, please reach out to us at firstname.lastname@example.org.
Understanding Stock Calculations
Since OrderGrid and Shopify organise stock differently, we have to make a calculation to compare them. OrderGrid breaks cases (CS) down into eaches (EA) in the background, while Shopify considers them separate types of the same item. The calculation is as follows:
All released tags - buffer stock - committed stock is the amount of available stock, which is then divided by stock multiplier and UOM.
The stock multiplier and UOM are visible as the Qty and UOM fields, respectively, in Store > Product Mapping
Shopify Item A
OG Item 1
500 / (1x1) = 500
Shopify Item B
OG Item 1
500 / (1x12) = 41
Shopify Item C
OG Item 2
500 / (5x1) = 100
Shopify Item D
OG Item 2
500 / (5x12) = 8
This means that if you get a shipment of 500 of Item 1 in OG, they may only appear as 41 Cases in Shopify.
How Shopify Allocation works
The Shopify Allocation field allows you to change the proportion of items in your Shopify store. Since one OrderGrid item may be associated with multiple in Shopify, like in the above example for cases and eaches, the allocation percentage shows how we distribute inventory when using Shopify Inventory Sync.
This means that if you have 60 of an item in OG, with the case mapping to 40% and each mapping to 60%, Shopify will show 2 cases (24) and 36 eaches.
Note: You can set the total across multiple product mappings to above 100%. I.e. Case listing (100%) and Each listing (100%) = 200%. This may lead to receiving orders above your stock count, so be careful.
Manually trigger Shopify inventory sync
Note: This process is automatic. Each time your stock changes in OrderGrid, it will be automatically updated in Shopify. This may happen from receivings, orders, manual stock changes, returns and cycle counts.
You can manually trigger it by going to Sales > Product Mapping, and click the button "Shopify inventory sync" on the top right. You will see a successful notification on the top right of the screen.
You can check your Shopify inventory adjustment history to see any changes from OrderGrid inventory sync feature. Verify you are pointing to the right location and product variant.
"Manually adjusted by OrderGrid" is what our inventory sync will post as.