How to adjust the Inventory Quantity for Shopify Products

Adjust Shopify Inventory Quantity

You can now import the quantity adjustment of the Shopify Product inventory by importing the delta (difference) number.
So, in case you received a new shipment to your warehouse of additional x items for each product, you can just import that x number as an adjustment for your products and variants.

There is the new column in the Products sheet for that “Variant Inventory Adjust“.

If you are importing the “Variant Inventory Adjust” values then, of course, you cannot import the “Variant Inventory Qty” number – as that wouldn’t make sense to set and adjust the quantity at the same time.

For example, if you need to adjust the inventory quantity for some products, you can import the columns:

  • ID
  • Handle
  • Variant ID (or Variant SKU, or Variant Barcode, or Options columns)
  • Variant Inventory Adjust

or, if you want to just update by SKU, you can import the following columns:

  • Variant SKU
  • Variant Inventory Adjust

And you can combine the columns – fill the values for some variants in “Variant Inventory Qty” and for some the “Variant Inventory Adjust”.

Here’s one way the import file can look:

Shopify Adjust Variant Inventory Quantity import

Read more about the columns in the Products Columns Documentation.

Custom Collections with Linked Products have Product: Handle

Shopify Custom Collection products and their Handles

When you export the Custom Collections with Linked Products – now you will always have also the “Product: Handle” column filled in with the Handle of the Product.

That is so that you can know what the Product ID is.

When importing, the app will try to attach products by both columns – “Product: ID” and “Product: Handle”.

 

Set Order Fulfillment Shipment Status

Shopify Order Fulfillment Shipment Status

Earlier you couldn’t set the specific “Fulfillment: Shipment Status” column for Orders – you could just export it.

Now you can create and update Order Fulfillments so that you can set a specific shipment status for your Orders in the import table, too.

The allowed values for this column are:

  • confirmed
  • in_transit
  • out_for_delivery
  • delivered
  • failure

Read the full Orders columns documentation.

Multi-Location Inventory

Shopify Multi-Locations

In preparation for Shopify Multi-Location Inventory, the Excelify app has implemented all the required changes to support that for all the types of items.

Shopify Admin Settings

When your store has Multi-Location Inventory enabled, your Shopify Admin will have the new section in Settings, called “Locations“. It will look like this:

Shopify Admin - Settings LocationsProducts

From that point, you will see for your variants the following table of the available quantities by each location which is attached to that variant:

Shopify Admin - Product Variant Locations

In the Excelify app you will see an additional checkbox for Product details export “Multi-Location Inventory Levels“:

Export Shopify Multi-Location Inventory Levels columnsChecking this checkbox in your export file will include additional columns “Inventory Available: …” – for each of your locations.

Since each variant can have the quantity available in each location, you will see the quantity column for each location.

Those columns will look like this:

Exported Shopify Multi-Location Inventory Levels

 

Notice that each of those columns have the location name in it (like Office) – that is important because this is how you will tell the app, which quantity you want to change for which location.

Also, there are additional columns “Inventory Available Adjust: …“. In the export, the values for those columns will always be 0. But when importing, you can import these columns to adjust the inventory for each location. To import adjustments, you need to delete the columns “Inventory Available: …” – because those set your inventory to a specific value. While the adjustment columns adjust your inventory quantity – adds or subtracts the number that you specify. To subtract the inventory, import a negative value.

Be aware that exporting those columns will make your export run longer, as the Excelify app has to ask Shopify the inventory levels for each of your products separately.

The “Variant Inventory Qty” column will be still there and will show the total of your inventory across all your locations. Also, if you import this column and no other “Inventory Available: …” columns are in your import file, then the app will assume that you want to change the quantity of your first location.

Importing Inventory Quantity

If your store has just one location, you can continue importing the “Variant Inventory Qty” column, or the “Inventory Available: …” column, or the “Inventory Available Adjust: …” column.

If you import any number different from 0 in the “Inventory Available Adjust: …” column, then you need to remove the “Inventory Available: …” column. Otherwise, it doesn’t make sense to set and adjust the quantity at the same time, right?

If you have many locations but all of those don’t show up in the export, that means that there are no variants which are attached to those locations. You can attach those variants to those locations in bulk, by just adding that respective column of “Inventory Available: …” and put there your location name. You should make sure that you have such a location defined in your Shopify Admin: Settings -> Locations section.

You can read about all the Products columns in the Products documentation.

Orders

Fulfillments

When you fulfill your Orders, you will see in the Admin new field for the Fulfillment where you can change the Location of that fulfillment.

Shopify Admin - Orders Fulfillment LocationWhen you export your Orders using the Excelify app, you will see this location name in the column “Fulfillment: Location“.

Shopify Orders Excel Export - Fulfillment Location

The same with the import – if you need your Order to be fulfilled from the specific location, you need to provide that location name.

If you don’t provide any name, the app will automatically assume that you are fulfilling from the first of your locations.

Refunds

When you issue the Order Refund with restocking, in the Admin you are offered to choose the location to which to restock:

Shopify Admin - Orders Refund with RestockThat same value appears in the Excelify app Orders Export for Refunds, in the column “Refund: Restock Location“:

Export Shopify Orders Refund Restock LocationAlso, when importing Orders, you can specify the Location name in that column. If you will import it empty, the app will always assume the first of your Locations.

You can read about all the Products columns in the Orders documentation.

 

Relative Time Filter for Orders Export

Shopify Orders Export Relative Time Filter

Earlier you could filter your Orders export by from date – to date.

Now you can set the relative time filter as “Last x minutes / hours / days / months” for the time when the Order was created.

Note that the current incomplete interval will not be included.

For example, if now is 10:13, putting the Last 1 hours will export from 9:00 – 10:00.

Similarly, if now is July 1, 00:01, then the exporting Last 1 months will give you export from June, 1 00:00 till July 1, 00:00.

That is specially built so that your automated repeated exports can be set with relative time filter and have strictly clear time boundaries, even if the scheduled job is started a few seconds later.

Orders Notifications and Inventory Behaviour

Shopify Shipment Email Confirmation

There are the following new columns that you can import for Orders:

Send Receipt
  • TRUE
  • FALSE
Tells whether to send a receipt Email to the customer when Order is created or updated.

The default is FALSE.

See column “Fulfillment: Send Receipt” for sending fulfillment receipts. 

Fulfillment: Send Receipt
  • TRUE
  • FALSE
Tells whether to send a notification Email to the Customer when the Fulfillment is created or updated.

The default is FALSE.

Inventory Behaviour
  • bypass
  • decrement_ignoring_policy
  • decrement_obeying_policy
The behaviour to use when updating inventory. (default: bypass).

  • bypass: Do not claim inventory.
  • decrement_ignoring_policy: Ignore the product’s inventory policy and claim all amounts no matter what.
  • decrement_obeying_policy: Obey the product’s inventory policy.

Read the full Orders documentation.

Fulfill Orders easier

Fulfilled Shopify Order

Earlier, when you created new Orders or updated existing – if you wanted them to be Fulfilled, you had to list all the line items as “Fulfillment Line”, and create a Fulfillment for them.

Now you can have one line of “Line: Type” with value “Fulfillment Line”, and just fill in the “Fulfillment: …” columns for that line. This will tell the app that you want your whole Order to be fulfilled.

Read more in the Orders columns documentation.

Upload the Export to FTP directory

Shopify Export to FTP

You can make your Shopify export to send the exported file to an FTP directory.

That export can be scheduled and repeated at any needed time intervals.

The FTP address needs to be written in the following format:

ftp://user:[email protected]/path/to/directory/

If you need to have the specific file name for the exported file, you can set it in the Options field “Custom file name”.