Step #2 - Transferring Inventory
If you’ve followed our process for migrating your Shopify application, and found that not all of your inventory quantities transferred, this guide will explain what has happened and provide steps for resolving the situation.
Shopify does not allow our developers to transfer inventory from your old EFS location to the new application location if a product with inventory has inventory already committed to orders. As a result, you will probably see that some of your inventory has transferred appropriately, while other products remain untransferred. If you only have one or two products that have not transferred, we suggest skipping the bulk editing process below and simply editing the inventory quantities manually, then following the instructions at the end regarding deactivating your old EFS location.
However, if you find you have an intolerable number of products that would require manual updating, we have determined the easiest process for bulk editing your inventory in order to ensure the process is accurate and complete.
Copy and paste this URL into your browser and follow along with the instructions:
Here are the steps for transferring your inventory:
NOTE: THESE STEPS ARE ALL PERFORMED IN YOUR SHOPIFY STORE DASHBOARD.
Step 1: Perform an inventory export in your Shopify store.
-You’ll want to navigate to the Products tab on your dashboard, and click on the inventory section. At the top right there will be a link to export your inventory. When the export pop-up appears, make sure to click the All Variants option under the Export section, then click Export Variants.
Step 2: Edit the inventory export file.
-Open the inventory export file in the spreadsheet. This should have all of your products and some other data, but you should be mainly concerned with the columns that contain the new application fulfillment location, and your old EFS location. For any product that still has inventory in the old EFS location, edit the new app location to add that number, and then place a zero in the old EFS location. Then save the file.
Step 3: Bulk add inventory to all products in the new fulfillment location.
-In order to change the fulfillment location of current orders, you will need to have inventory available in the new application location. First, you will need to reimport the edited inventory export file in order to assure that the application location has been added to all products. Click the import link on the top right of the page. Add the edited inventory export file from Step 2, and import. If all your products have enough inventory in the application location to cover your committed order quantities, you can move onto Step 4. If, however, your available quantity of some products is less than the committed quantity, you will want to add inventory to your products temporarily to cover this.
Step 3a: Bulk edit your quantities.
--Select all your products in the inventory section, and click on the Bulk Edit button at the bottom of the page. This will bring up the bulk editing tool. Click the columns button in the top right corner of the page, and scroll down to the Quantities by Location section of the menu that pops up. Make sure the new application location is selected. Now select the entire column with the available quantities for the app location. Left click the first cell you selected, and you will see a popup asking for an adjustment quantity. Put in a reasonable number that will cover the highest number of committed units for your product. The bulk editor will change all the inventories to this number. Don’t worry about the inventory discrepancy, we will use the edited inventory export file to return them to the correct amount later. Save your changes, and move to Step 4.
Step 4: Change the fulfillment location of all unfulfilled orders.
-Navigate to the orders tab of your dashboard, and select all the unfulfilled orders you have open. At the bottom of the page, click the button with three dots, and then click the Change fulfillment location option. This will allow you to select the new application fulfillment location for all your unfulfilled orders.
Step 5: Request fulfillment for all unfulfilled orders.
-Again, select all your unfulfilled orders, and click on the button with three dots. This time, select the Request fulfillment option. This will allow you to resend the fulfillment request for these orders to the integration server. If your order has already been shipped by EFS, we have put measures in place in order to make sure previously shipped orders only send tracking back to Shopify, so that this process does not create duplicate orders.
Step 6: Import the edited inventory export file.
-Navigate once again back to the inventory section of products. This time, click the import link on the top right of the page. Add the edited inventory export file from Step 2, and import. This will change all of your application fulfillment location inventory to the correct amount prior to bulk editing, and will zero out all of the inventory in the old EFS location. Confirm to make sure the import correctly adjusted the inventory, and that you have zero inventory in the EFS location.
Step 7: Bulk delist all of your products from the EFS location.
-Select all your products again, and click on the Bulk Edit button at the bottom of the page. This will bring up the bulk editing tool. Click the columns button in the top right corner of the page, and scroll down to the Quantities by Location section of the menu that pops up. Make sure only the old EFS location is selected. Select all of the entries in the EFS-Available field(which should all be zero as confirmed in Step 6). Left click on the first entry you selected, and uncheck the box that says fulfill at this location. This should delist all of the products from the EFS location as shown below.
Step 8: (Optional) Prioritize the new application location.
-If you have multiple fulfillment locations with the same inventory, you will want to make sure to prioritize the new fulfillment location appropriately. If you only fulfill from EFS, there is no need to prioritize the new location, as the old location now no longer has product listings:
Navigate to the Settings page on your dashboard, and click on the Locations section. Click on the View or edit location priority button. You will want to drag the new fulfillment location to the appropriate priority relative to your other fulfillment locations. Click save, and your new location will now be properly configured.
Please let us know any questions or concerns via the Zendesk ticket system. We will be monitoring the ticket system continuously.
Linda L. Sorna, Client Care Manager