Keep the Shopify order intact
Start with the product and quantity the customer bought. The item list used by your team should support that order rather than replace it.
Work out the individual items
A standard product may need one physical item, a related listing may use one shared stock source and a bundle may require several products.
- Multiply each item by the quantity ordered
- Keep unsupported bundles inside bundles out of the setup
- Review products whose stock source is unclear
Act on shortages
Compare the items needed with stock at the preparing location. Use available stock, request the remainder and keep the exact quantities visible during packing.
Business example
Three dining sets produce twenty-one product units
The sale stays as three sets while the team prepares three tables and eighteen chairs.
| Product | Per set | Required for 3 |
|---|---|---|
| Dining table | 1 | 3 |
| Dining chair | 6 | 18 |
- Open the three-set order
- Review the twenty-one physical units
- Check stock by product
- Arrange shortages before packing
Sources
Further reading
Questions, answered
Frequently asked questions
What should I check first?
Keep the order name, sold product, customer quantity and fulfilment state intact. items needed should point back to this source rather than replace it.
What result should I aim for?
Translate sold quantities into physical demand, then allocate, replenish and pack with a traceable quantity trail.