Step 1: Configure product variants and inventory
Start by configuring your product variants in Shopify.Steps
- Open your product in the Shopify admin.
- Before adding variants, take note of the current stock level of the product. This will be used as the base inventory for the setup.
- Add the new package size variants to the product (e.g., Single Box, Double Box, Triple Box).
- Set the stock level of the Single Box variant to match the original product’s stock. For example, if the product previously had a stock level of 150, set the Single Box variant’s inventory to 150.
Step 2: Create a bundle group in Easify Inventory Sync
Open the Easify Inventory Sync app and create a new bundle group.Steps
- Write a title for your bundle group so it’s easy to identify later. For example, since we’re setting this up for a double box, we’ll name it “2 Pack Box”.
- Click on “Manually select products”.
- Select the Single Box and Double Box variants you’ve just created.
- Once the products are selected, set the Double Box variant as the master product. For the Single Box, enter 2 as the quantity per bundle.
Step 3: Repeat for the Triple Box variant
Next, repeat the same steps for the Triple Box:Steps
- Create a new bundle group.
- Select the Single Box and Triple Box variants.
- Set the Triple Box as the master product.
- Set the quantity per bundle of the Single Box to 3.
- Save the bundle group once completed.
Step 4: Assign selling plans to the correct variants
Now that the bundle groups are ready, we can assign the correct selling plans to each variant.Steps
- Navigate to the Plans page in the Firmhouse Portal.
- Create three separate selling plan groups for being able to assign separate plans to each variant. Ensure that you only select the variant for that selling plan group.
- Once you’ve created all three selling plan groups, you can start creating the selling plans for each variant. To do this, click the + icon within a selling plan group to create a new selling plan. Configure the plan frequency and the discount you would like to offer and click on Create.
- Do the same for other selling plan groups, so that you have selling plans for each variant.