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How to Accept Partial Payments on Shopify Draft Orders

Category: Shopify Tips
Date: November 11, 2024
Author: UpWeb Studio

Introduction

Shopify recently made a change to its inventory management system, replacing direct control over the “Available” quantity with a new focus on editing “On Hand” quantities. For many merchants, this shift has added confusion and, in some cases, extra work—particularly for those who don’t hold physical stock or operate with complex inventory needs.

In this article, we’ll explain the details of Shopify’s inventory update, explore why it has been challenging for some business models, and provide solutions and workarounds to help you navigate the new system effectively.

1. What Changed in Shopify’s Inventory Management System?

With Shopify’s recent update, inventory management now centers around the “On Hand” quantity, which represents the total physical stock at a location. Here’s what you need to know about the new system:

  • On Hand vs. Available: “On Hand” reflects the total stock at a location, including items that are committed to orders, available for sale, or even set aside as unavailable. In the past, Shopify merchants could edit “Available” quantities directly to manage what was shown as in stock, without necessarily tracking all committed orders or unavailable items.
  • No Direct Editing of Available Inventory: Shopify’s update means you can no longer adjust the “Available” field directly. Instead, you must adjust the “On Hand” total, which automatically affects the “Available” count.

For merchants with straightforward inventory needs, this may not make a big difference. However, for those who manage pre-orders, dropshipping, or complex stock allocation, this change has caused significant challenges in tracking and editing available quantities accurately.

2. Why This Change Has Been Challenging for Many Merchants

The update has proven challenging for businesses that operate in unique ways or don’t track physical stock, including:

  • Time-Consuming Manual Updates: Merchants who previously relied on “Available” for quick bulk updates now face added work, especially if they have large inventories. Since only “On Hand” can be adjusted, updating stock for multiple products requires extra steps.
  • Incompatibility with Certain Business Models: For stores with no physical stock, like dropshipping or pre-order setups, “On Hand” can be irrelevant or confusing. This update means these merchants must adjust stock counts differently, often with workarounds.
  • Tracking Confusion and Inventory Mistakes: The shift from “Available” to “On Hand” has led to confusion between what’s actually in stock and what’s committed to orders. This can result in overselling or over-purchasing stock, leading to customer dissatisfaction and revenue losses.

3. Shopify’s Response and Solutions to the Inventory Update Feedback

In response to feedback from merchants, Shopify has implemented a few solutions to make the new inventory system more manageable. Here are some key updates they’ve introduced:

  • CSV Import and Export Options: Shopify re-enabled the legacy CSV import feature, which allows merchants to directly modify “Available” values through CSV files, similar to the previous system. This can simplify bulk updates for those familiar with CSV management.
  • Direct Editing of Available Inventory in the Web Admin: Shopify has restored the option to edit “Available” quantities directly in the web admin. This brings back some of the old functionality, although it may not yet be available in the mobile app.
  • Enhanced Inventory Page Views: Shopify now allows merchants to rearrange and customize their inventory page by hiding or repositioning columns. For example, if “Available” is the primary metric you track, you can adjust the view to show “Available” first or create custom views for workflow needs, such as monitoring low stock.

Shopify continues to gather feedback and has stated that more updates are on the way, so additional improvements may be released in the future.

4. Tips for Managing Inventory with Shopify’s New System

If you’re affected by the recent changes, here are some ways to adapt your inventory management in Shopify:

  • Use Saved Views for Custom Inventory Page Layouts: With Shopify’s new customizable inventory layout, you can create saved views that prioritize the columns most important to you. For example, you can set up a “Low Stock” view that highlights products with less than 10 items available.
  • Consider Third-Party Inventory Management Tools: Explore Shopify apps or third-party inventory systems for more flexible options, especially if you need to track negative inventory values for pre-orders or backorders.
  • Utilize CSV Exports for Bulk Edits: Regularly export your inventory data and update it offline in a CSV file to make quick bulk edits. This approach can save time, especially if you manage a large inventory and need to work around Shopify’s limited bulk edit features.

5. Potential Workarounds and Suggestions for Specific Business Models

Different business models have different needs when it comes to inventory. Here are a few tailored suggestions to help you work with the new system:

  • For Pre-Orders and Negative Inventory Needs: If you rely on negative inventory values, consider using a third-party app that can support this feature. Shopify doesn’t currently allow “On Hand” quantities to drop below zero, so using an app may be the best option.
  • For Businesses Needing “Available” Visibility Only: For simpler tracking, you can match “On Hand” to the “Available” quantity to avoid confusion. While this requires more manual tracking if you also manage committed stock, it can simplify things if you’re only concerned with what’s available.
  • For Businesses with Complex Inventory Needs: If you manage multiple locations, inventory types, or detailed stock allocations, consider using a warehouse management or inventory tool that integrates with Shopify. These solutions offer more advanced control and can help bridge the gap until further Shopify updates.

Conclusion

Shopify’s new inventory system may have caused challenges for some merchants, but by understanding the changes and applying specific workarounds, you can keep your inventory organized and up-to-date. While this update has disrupted operations for certain business models, Shopify has responded with partial solutions, and more improvements are likely on the way.

In the meantime, use the tips and strategies shared here to manage your Shopify inventory and adapt your business to the current system. If you’re still facing issues, don’t hesitate to reach out to Shopify’s support team to provide feedback—they are actively listening to suggestions and working toward better solutions.

FAQs

  • Why did Shopify change the inventory editing options?
    Shopify shifted focus to the “On Hand” metric to provide a consolidated view of physical stock at locations, allowing for a more detailed breakdown of inventory in various states (e.g., committed, unavailable, available).
  • What’s the difference between “On Hand” and “Available”?
    “On Hand” represents the total stock physically present at a location, including items committed to orders, available for sale, or even set aside as unavailable. “Available” is the quantity ready to sell, excluding committed or reserved items.
  • How can I bulk edit my inventory now?
    Bulk edits can still be performed using CSV files. Shopify re-enabled the legacy CSV import feature, allowing merchants to modify “Available” quantities for a quicker update.
  • Are there apps that offer more flexibility for inventory management on Shopify?
    Yes, several third-party inventory apps provide advanced features like negative inventory values, multi-location syncing, and custom quantity tracking, offering more flexibility than Shopify’s built-in inventory management.
  • Will Shopify revert to the old inventory system?
    Shopify hasn’t indicated a full return to the old system, but they are actively gathering feedback from merchants and have released partial updates. Merchants are encouraged to share feedback for future updates.
Posted in Shopify Tips
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