Inventory Management in Bold Subscriptions

Bold Subscriptions V1 is packed with features to help you with your inventory management, tracking, adjustments, and more.

If your store tracks inventory, Bold Subscriptions V1 will sync your Shopify product's inventory and only allow subscriptions to be sold if they have ample stock. If your store does not track inventory, your subscription orders will continue to generate even if your products are out of stock.

When out of stock of a single item, Bold Subscriptions V1 will attempt to process the order every day until there's enough stock to fulfill it. Emails about the product(s) will also be sent to the store owner's address to keep everyone updated on what's missing. When out of stock of multiple items in a single order, the whole order will be delayed until all of the items are restocked. The order will then be processed the day after inventory has been added to the out of stock products.

It is important to note that Bold Subscriptions V1 is only compatible with Shopify's inventory tracking system. Third party tracking systems are not compatible with Bold Subscriptions V1.

 Alert

Please note that this article only relates to Version 1 of Bold Subscriptions. If you have Version 2 of Bold Subscriptions installed on your store, please visit Subscriptions V2 Overview.

If you are unsure of which version of Bold Subscriptions that you have currently installed, please visit Bold Subscriptions V1 & V2 Comparison.

 


 

When tracking inventory through Shopify's inventory tracking system, you can set Bold Subscriptions V1 to allow overselling just for your subscriptions, which means that a subscriber's recurring order can generate even when the product is out of stock.

This setting will not affect your customer's initial subscription order - this feature will only affect your customer's future recurring orders.

Note: Enabling Allow Overselling decreases your Shopify inventory levels whenever a subscription order is placed. If an item is out of stock, the inventory will go into the negative.Allow Overselling Setting

If you add out of stock products into a subscription group while tracking inventory through Shopify, the subscriptions widget will not appear on the product page.

If a product is (or becomes) sold out, any subscriptions that contain the out of stock product will not process and instead become paused until there is ample stock.

 


 

Setup

  1. From the Shopify admin, select Apps.
  2. Select Bold Subscriptions V1.
  3. Select Settings > General
  4. Locate the Allow Overselling.

 


 

When a subscriptions order has failed due to low inventory, Bold Subscriptions will re-try the order until it succeeds.

With Overselling disabled, your customers will not get charged until the inventory is restored for the product(s) in their order.

Example

You sell subscriptions with Overselling disabled and a customer's order is scheduled to process on July 16th, but the product within their subscription has gone out of stock.

You add inventory to this product on July 19th, before our batches run.

Your customer will not be charged on July 16th, 17th, or 18th - instead, they will only be charged once on July 19th, which is when you added inventory back to the product.

The only scenario in which your customer(s) would be charged multiple days in a row is when the customer has missed several order dates. This does not include payment retries.

  • payment retry is when a customer's payment fails to process and Bold Subscriptions tries to charge the order amount again.
  • Missing several order dates is when several orders have failed.

When several order dates are missed and the issue is finally resolved, the customer will pay for all of their missed orders across several days. This can be when stock is restored, their payment issues are resolved, etc.

Note: Our subscriptions batches run every morning from 4:00am CST until 9:00am CST.

 


 

Bold Subscriptions offers a wide variety of emails you can use to send both yourself and your subscribers, including inventory-related email notifications.

  • Inventory Low - You (the store owner) will receive this when your customer's upcoming orders don't have enough inventory.
  • Insufficient Inventory - You (the store owner) will receive this when your customer's orders have failed due to insufficient inventory.

Please visit Customer Facing Emails in Bold Subscriptions and Merchant Email Notifications in Bold Subscriptions for more information.

 


 

Inventory Forecasting helps you manage inventory, including data on how much stock you need within a specified timeframe, and will predict what product(s) you need (which is both on top of your scheduled subscriptions and based on your average amount of sales).

Paused subscriptions will be included but won't have any effect on the actual count of your inventory.

 Example

If you have 10 items scheduled to process in the next 30 days and you sell 3 subscriptions on average every month, we'll predict that you will need 13 items.

Items that do not have enough inventory will be highlighted in red.

 


 

Setup

  1. From the Shopify admin, select Apps.
  2. Select Bold Subscriptions V1.
  3. Select Tools > Inventory Forecasting.

 


 

Updating the price of a Shopify product that's currently linked to one of your subscriptions will only adjust the pricing for new customers. Existing subscribers will be grandfathered into the product's original price.

 


 

Setup

  1. From the Shopify admin, select Apps.
  2. Select Bold Subscriptions V1.
  3. Select Tools, then Manage Pricing.
  4. Select the product that you would like to adjust.
  5. Select Set Fixed price or Price Modifier +/-.
  6. Enter the Total $ Amount or select the amount to increase or decrease the price.
  7. Select Update Pricing.

 


 

When Shopify product names are edited, variants are added / taken away, or there is a change to the product's ID / SKU, Bold Subscriptions V1 may unlink that product. Third-party apps that have access to your Shopify products can also make changes that cause this unlink.

If your customers are subscribed to a now-deleted Shopify product, you will receive an email notifying you of this change. Then, you will need to decide if you would rather replace this subscription product, or have it deleted from the subscription order(s).

If you receive this email or see a red banner in the app, please follow the steps below.

 


 

Setup

  1. From the Shopify admin, select Apps.
  2. Select Bold Subscriptions V1.
  3. Select Tools, then Manage Deleted Products.
  4. Beside the product title, select:
    1. Select Product to replace it with a new product, or the same product after you fixed it; or
    2. Remove from order to delete the product from all subscriptions.

 


 

When replacing a product, it is very important to make the product's new price the same as what's given to your subscribers - not just the customers making one-time purchases. It is equally as important to reach out to your customers before replacing a product in their subscription.

If you offer discounts to your customers, you must manually account for this discount during the product replacement process. Bold Subscriptions V1 does not automatically apply your discounts when replacing a product.

Example 1

If you offer a 10% subscription discount on a $100.00 product, $90.00 must be entered.

Example 2

If you offer a 15% subscription discount on a $25.99 product, $22.09 must be entered (25.99 - 15% = 22.09).

 


 

Setup

If you would like to notify your customers whenever a product of theirs is replaced, you can enable this email template from the Subscriptions V1 app admin under Email Notifications > Email Type > Product Change (to Customer).

Simply select the Edit icon beside Product Change (to Customer), then uncheck the box for Check if you DO NOT want to send an email. The email editor will appear, and once saved, your email notification for product changes will be enabled and appear green in the Trigger Email column.

Your customers will then receive an email whenever a change is made to their subscription product(s). By default, this email will display the product's Shopify price.

Product Change To Customer

Please visit Customer Facing Emails in Bold Subscriptions for more information.

 


 

If you're no longer selling a specific product or a customer is no longer interested in a specific product, you can remove it from your subscriber's upcoming orders very easily.

From the Bold Subscriptions V1 app admin, select Customers and find the customer you need to remove a product for, then select Edit. From this page, select the button underneath View Products and then select the button underneath Remove. For customers that are only subscribed to a single product, their subscriptions will be cancelled.

Please be aware that this process is final and cannot be reversed.

Your customers will also be notified of this change if you have enabled the Product Remove (to Customer) email template under Email Notifications.

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