Realize inventory movement between stores! Explanation of automatic flow using Zapier

by Rin Hirashin

At the beginning

As we operate multiple shops of SHOPIFY, we think that there are many companies that are trying to spend time in stock synchronization and stores between stores.

This time, we will introduce a convenient tool "Zapier" that solves such issues!

About zapire

Zapier is a tool that allows you to build automated flows (ZAP) by linking various apps and services.
You can create a workflow using intuitive interfaces, even without programming knowledge.
For example, if one store is stocked between Shopify, you can automatically create an order and increase the inventory.

It is also possible to cooperate with a wide range of apps and supports more than 5,000 apps such as Shopify, Google Spread Sheet, Slack, Trello, MailChimp.

Basic mechanism of Zapier
·trigger
(TRIGGER) This is an action that starts the zap.
・ Action (Action)
This is the operation of Zapier executed after a trigger occurs.

This time, we will implement it with the following contents using trigger and action!

・ Automation of inventory movement
・ Automatic order processing

About cooperation between SHOPIFY and ZAPIER

First, you need to make Zapier available in the shopify store.

1. Download the app in the Shopify store
First, install the app on all sites you want to move in stock.

Click here to install the app

2. Log in with the Zapier tool
Click the installed app to transition the screen.
Sign up to Zapire on the screen of the transition destination.


If you can sign up, you are ready for cooperation.

After that, we will cooperate when creating a flow.

About inventory movement and automatic order flow creation

After logging in, you can create a flow by selecting Zaps from the " + Create" button.




The procedure for creating flow is

When the number of stocks is lowered, the order is automatically created and the quantity (fixed quantity to be set first) is increased in each store.

1. Select Shopify in the first trigger


2. Coordinates the Shopify account in the setup item
Use the " + Connect a New Account" button to link all Shopify stores.
* The store URL input screen is displayed in another window.


3. Set the action Configure item when stock is reduced

・ Trigger Event
→ Updated Inventory
・ Account
→ Select the store that requires inventory.
・ Inventory Item
→ Select the product you want to generate an order.

* Since only one product can be selected here, if you need to set multiple products, you will create Zaps for each product.


4. Set the Test item

・ Select the records that came out and click Continue with Selected Records.


5. Select Filter in the next action


6. Set Filter

・ Available (number of stocks)
・ (Number) Less Than (conditions for less than ~)
・ Minimum number of stocks (this time 10 in dummy)

* The condition is that the action is generated when the minimum stock number is lowered.
Therefore, it does not mean that you can increase the number of inventory you like whenever you want, but you need to set the fixed number first.
In this case, it is set when the minimum number of stocks fall below 10.


7. Select SHOPIFY in the next action



8. Set setup and configure for automatic products

・ Action Event
→ Create Order (action to create orders)
・ Account
→ Please select the store to be ordered.


・ Email
→ It is an address that will be notified when an order is created.

・ PRODUCT
→ Select the product you want to order on the B2B site.
・ Product Quantity
→ Please enter the fixed stock number you want to add.
* Enter the fixed number of stocks you want to add when the minimum number of stock is lowered at the first time.
This is also a mechanism in which the amount set here is fixed with a fixed order.

Once the test is completed, add another flow instead of Publish.


9. Added flow


10.Select Shopify again


11. Set the setup for inventory movement

・ Adjust or set quantity?
→ Adjust Quantity (Select Adjust because you want to increase or decrease relatively for the current number of inventory)
・ THE NAME OF QUANTITITIES TO BE CHANGED
→ available (available inventory)
・ THE REASON for The Quantity Changes
→ Recead (because I received it)
・ Location
→ Select the location of the store to add stock

・ PRODUCT
→ Select a product to add stock
・ PRODUCT VARIANT
→ Select a variant

・ Quantity to set or adjust 
→ Enter the number of stocks to be added (In this case the order is 10, so enter 10 additions)


When Test is completed, it will be completed with Publish!

About the basic operation of ZPaierHerePlease check.

Advantages to use Zapier

The following three advantages of using Zapier are the following three points.

・ Save time by automation of work
You can automate repeated work and focus on the tasks you really need.

・ Prevention of human errors
Prevent manual input mistakes and achieve accurate data processing.

・ Scalability
Even if the work is expanded, it is possible to efficiently respond by adjusting the automated flow.

summary

This time, we focused on flows related to inventory movement and automatic order!

In addition to the flow introduced this time, Zapier has many mechanisms to help improve efficiency and convenience.

If you are interested, please consider the introduction!


In addition, our go -ride also provides stores and store management support.

Please contact us if you have any problems, such as wanting to increase more convenience.

TOYO HIRASHIMA

Rin Hirashin

Account Manager/Designer

"I Keep Making an Effort for My Dream.

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