Syncing Inventory

Julie  Houlton
Julie Houlton
  • Updated

In this article:

Overview

RyderShip will attempt to sync the inventory level of an item with each online store associated with the item. For most customers, this happens via web hooks in real time. 

You can turn off inventory syncing between RyderShip and individual stores/platforms by changing the settings. See the Inventory sync settings – customer level section below for more information.

You can also override the customer sync settings at the item level. This allows you to have different settings for individual items. See the Item-level inventory sync overrides section below for more information. 

Lightbulb-1.pngIf you’re using Shopify and you run into inventory sync issues, see Shopify Inventory Sync Troubleshooting for resolution tips.

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Inventory sync settings – customer-level

This section explains how you can setup your sync settings at your account or customer-level – either as a new customer or to change existing settings.  

Standard sync setup for new customers

The standard setup is a two-step process and uses these inventory sync rules: 

  • Inventory levels only sync for items RyderShip has received — RyderShip won't zero out items that have been imported but not received.
  • Inventory levels start syncing as RyderShip receives items

Number1.png  Standard setup for Automatic Inventory Sync at your customer level: 

1.    Click the Customer drop-down, and click Preferences

2.    Click the General tab, and scroll down to the Inventory section.

3.    In the Automatically Sync Inventory Levels section:

Select:  Only when item is set to Process Orders 

Sync-inventory-1.png

Number2.png  Standard setup for Process Order Setting at your customer level

1.    Click the Customer drop-down, and click Preferences

2.    Click the General tab, and scroll down to the Inventory section.

3.    In the Process Orders Setting section:

Select:  Whiplash (RyderShip) will automatically turn on Process Orders when an Item is received, and turn it off when an Item sells out 

Sync-inventory-2.png

Lightbulb-1.pngBy selecting the above options at the customer level, RyderShip handles the Process Orders setting based on item availability for all items.

Changing existing inventory sync settings

To change the customer-level inventory sync settings:

1.    Click the Customer drop-down, and click Preferences

2.    Click the General tab, and scroll down to the Inventory | Automatically Sync Inventory Levels section.

3.    Use the definitions below to determine which setting will work best.  

Setting Definition
Never Inventory syncs will not be triggered. This will also affect "publishing quantities" to the customer’s shop during ship notices.
Always

Inventory syncs will always be triggered.

Warning.png  Shopify may rate limit us if you have many items set to Always and this can lead to inventory discrepancy issues between RyderShip and Shopify.

Only when Item is set to Process Orders Inventory syncs will only be triggered if the item has Process Orders checked ON in the Process Orders section.

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Item-level inventory sync overrides

It's possible to adjust behavior or turn the sync off for a particular item from the Rules tab of the Item Details page.  

Warning.png Keep in mind the setting at the item level takes precedence over the setting on the customer level.

To change inventory sync settings for one item: 

1.    Click Inventory from the top menu.

2.    Click Browse / Search to open the Inventory list page.

3.    Search for the item, and click the item description to open Item Details.

4.    Click the Rules tab, and scroll down to the Sync Inventory section.  

Sync-inventory-3-legacy.png

Setting Definition
Customer Default: Always This is the default option. It respects the customer’s default Sync Inventory setting from the Customer Preferences > General tab page.
Never  Inventory syncs will not be triggered. This will also affect "publishing quantities" to the customer’s shop during ship notices.
Always

Inventory syncs will always be triggered.

Warning.png Shopify may rate limit us if you have many items set to Always and this can lead to inventory discrepancy issues between RyderShip and Shopify

Only when item is set to Process Orders

Inventory syncs will only be triggered if the item has Process Orders checked ON under the Orders tab for this item

Sync-inventory-4-legacy.png

Warning.png Note that changing the Sync Inventory setting does not trigger an immediate sync for the item. See Immediate Inventory Sync for more details on that process. 

One way to hold orders and avoid auto-updates to the Process Orders setting is to consider using Street Dates 

5.   Click Update Item.

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Immediate Inventory Sync

To sync an item immediately – irrespective of the sync setting selected:

1.    Click Inventory from the top menu.

2.    Click Browse / Search to open the Inventory list page.

3.    Search for the item, and click the item description to open Item Details.

4.    Click the Rules tab, and scroll down to the Inventory Sync section.

5.    Click Sync Now to trigger the sync immediately with the online store.

Sync-inventory-5-legacy.png

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Updating an item on active orders

If you update an item’s properties in a way that could affect existing orders (ex. price, wholesale cost, packaging, etc.), you’ll see a notice at the top of the Item Details page.

Sync-inventory-6-legacy.png

Note that the items on the active orders will use the previous properties, and any new orders will use the new properties.

To review the active orders, click Review and Update. You can then use Bulk Actions to make any updates to the orders as needed.  

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Bulk Action inventory sync options

You can use Bulk Actions when you have several items you’d like to sync or change the sync settings all at one time. 

To sync multiple items’ inventory at once: 

1.    Create a Search with the items you want to sync.

2.    From the Bulk Actions drop-down, select Sync Inventory. 

Sync-inventory-7.png

3.    You’ll be asked to confirm that you want to sync the inventory. Click Yes, I’m sure! 

 

To update the inventory sync setting for multiple items: 

1.    Create a Search with the items you want to update.

2.    From the Bulk Actions drop-down, select Set Sync Inventory Notifications

Sync-inventory-8.png

The following page displays.

Sync-inventory-9.png

3.    Select the item-specific setting to apply it to all of your items. 

4.    Click Yes, I’m sure!  

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Related questions:

How does RyderShip sync inventory?

How do I override sync settings for a particular item?

How do I sync in bulk?

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