Virtual Inventory guides
A clear starting path for virtual inventory, from first setup to a result you can verify.
Read the complete guide overview
Soply Virtual Inventory helps Shopify merchants calculate how many products they can sell based on raw material stock, product usage, and bundle components. Once you configure and enable the relevant rules, you can check whether customers are trying to buy more than you can fulfill.
Use this guide to choose a setup path, configure your first item, and find the next tutorial for your task. It is designed for stores that share materials across products, sell bundles or kits, or handle both cash on delivery (COD) and online payments.
New to Soply? Set up and test one product first. Once its availability looks right, apply the same approach to the rest of your catalog.
Choose your setup path
| What you sell | Start here | What you will configure |
|---|---|---|
| Products that use a shared material, such as several T-shirt styles made from the same fabric | Raw Materials | Material stock, usage per product variant, and calculated availability |
| A kit made from existing products, such as a gift box containing coffee, a mug, and a spoon | Bundles / Kits | The bundle's sales variant, its components, and the quantity needed per bundle |
| Both products made from materials and kits made from components | Inventory rules | Mixed mode, followed by separate raw material and bundle setups |
If each sale consumes a measured amount of material, start with Raw Materials. If each sale contains a fixed number of existing components, start with Bundles / Kits.
Set up your first item in five steps
- Choose an inventory mode. Open Inventory rules and select Raw material mode, Bundle mode, or Mixed mode.
- Create the inventory relationship. Add a material under Raw Materials and choose its inventory source, or create a kit under Bundles / Kits and add its components.
- Connect the product customers buy. For a material, select Shopify product variants in the material details or Product Bindings, then enter the amount used by each sale. For a bundle, enter the number of each component required for one kit.
- Check calculated availability. Review the available quantity shown for the material, product variant, or bundle. Confirm that the source stock, usage quantities, and locations match your setup.
- Test the purchase limit. Check the cart and checkout validation status in Inventory rules. Test a quantity that should be allowed and one that exceeds availability. You can also review the app status on Home.
Example: You have 10 meters of fabric and each T-shirt uses 0.5 meter. With no other limits, that fabric supports up to 20 T-shirts. If other products use the same fabric, they draw from the same material stock.
Find a guide for your task
First visit: Start with virtual inventory basics, then follow the first-time setup, choose an inventory mode, and check app status.
Raw materials and product bindings
- Choose a raw material inventory source: Decide whether to track stock in Soply or read it from a linked Shopify product.
- Create an app-managed material and set opening stock: Record a material's starting amount and unit.
- Use Shopify product stock as a material source: Link a variant and check participating locations.
- Adjust raw material stock: Record inbound stock, scrap, and count corrections.
- Bind product variants and set usage: Specify how much material one sale of each variant consumes.
- Bind products in bulk: Find variants by product type, tag, vendor, keyword, or collection.
- Understand raw material availability: Check calculations for products sharing stock.
- Set up finished goods and backorders: Understand pre-produced stock and selling through a shortage.
- Configure materials across locations: Choose participating locations and a location rule.
- Set up Shopify stock sync: See which settings write calculated quantities to Shopify inventory and preview the changes first.
- Review material snapshots and operation logs: Trace quantity and configuration changes.
Multi-level bills of materials (BOM) and CSV import
- Build a multi-level BOM: Create base materials, sub-assemblies, and product usage.
- Calculate multi-level BOM availability: Follow expanded material requirements.
- Edit a BOM and check its impact: Review affected variants before and after a recipe change.
- Import BOM recipes from CSV: Download the template, review matches, and resolve warnings.
- Export BOM recipes to CSV: Back up product bindings and understand the multi-level export limit.
Bundles and kits
- Create a bundle or kit: Select the Shopify sales variant, add components, and set the quantity required per bundle.
- Choose a bundle inventory mode: Understand how
DERIVED_ONLYandMIXEDcalculate availability. - Check multi-location bundle availability: See whether a complete bundle can be assembled at each location.
- Review bundle and component snapshots: Trace the source of a bundle quantity change.
Orders, alerts, and troubleshooting
- Configure cart and checkout validation: Check its status and test an order above the available quantity.
- Customize inventory error messages: Set single-item and cart-conflict wording for your store languages.
- Choose when orders affect inventory: Understand the behavior for paid, pending, COD, and fulfilled orders.
- Review reserved orders: Track temporary holds and final deductions.
- Handle oversell orders: Distinguish hard and soft oversells and track follow-up.
- Set up low stock alerts: Configure thresholds, notification emails, and alert logs.
Three concepts to know before you begin
Inventory source tells Soply where a material's stock quantity comes from. You maintain app-managed material stock in Soply. A material linked to Shopify product stock reads availability from the selected Shopify variant and locations.
Available to use is the quantity currently available after the relevant inventory activity. It can differ from Recorded stock, which is the stock amount saved for an app-managed material. Order consumption, reservations, and other rules can affect what remains available.
Shopify stock sync is a separate setting. Calculating availability in Soply and writing a calculated quantity to Shopify inventory are different behaviors. Before enabling sync, review the affected variants, locations, and previewed changes.
Frequently asked questions
Do I need both raw materials and bundles?
No. Start with the mode that fits what you sell. Use Mixed mode when your store needs both raw material and bundle rules.
Will creating a material or bundle automatically block purchases above availability?
Check the validation status in Inventory rules and test it with a product. Creating inventory relationships, enabling rules, and confirming storefront validation are separate steps.
Does Soply change Shopify's native inventory?
It depends on your stock sync settings. Soply can calculate availability without writing the result to Shopify inventory. It also offers settings that sync certain calculated quantities to Shopify. Review the target products and locations before enabling any sync option.
Where should I look if an available quantity seems wrong?
First check the inventory source, product or component usage, selected locations, and order status. Then review the relevant inventory snapshots and operation audit logs. If you still need help, contact the team from Support in the app.
What to do next
Configure one raw material or one bundle, then complete steps 4 and 5 above to verify its availability and purchase limit. Once the result is correct, expand the setup to more products.
For business examples with sample quantities, explore the Shopify inventory use cases.
Pick the next step
for your store.
Choose a topic below. If you need help with your setup, email support@soplyapp.com.
Get started
What Is Shopify Virtual Inventory? Raw Materials, Finished Goods, and Bundles Explained
Shopify's native inventory records quantities for product variants at locations. That number alone may not explain what you can sell when several products share one…
How to Set Up Soply Virtual Inventory for the First Time
Start with one product and complete the full path: choose a mode, create an inventory relationship, check availability, enable validation, and test a purchase. This…
Raw Material, Bundle, or Mixed Mode: Which Inventory Rule Should You Choose?
Inventory rules offers Raw material mode, Bundle mode, and Mixed mode. Choose according to the relationship behind each sale: does the sale consume measured materia…
How to Check Storefront Cart Controls and Checkout Inventory Validation
App status on Soply's Home page reports two separate features: an optional storefront cart quantity control and checkout inventory validation. Both use availability…
Raw materials and product bindings
How to Choose a Raw Material Inventory Source in Soply
Before creating a raw material, decide which system owns its stock quantity. Soply uses that quantity to calculate the availability of products that consume the mat…
How to Create an App-Managed Raw Material and Set Opening Stock
Use an app-managed raw material when you want to maintain its quantity in Soply and let one or more Shopify products draw from the same stock. This guide uses a mat…
How to Link a Raw Material to Shopify Product Stock
If Shopify already records a material's real stock in a product variant, Soply can read that variant's inventory at selected locations and use it to calculate the a…
Recorded Stock vs Available to Use: How to Adjust Raw Material Stock
For an app-managed raw material, Recorded stock and Available to use answer different questions. Recorded stock is the amount you have entered in Soply. Available t…
How to Bind Shopify Product Variants to a Raw Material
A raw material affects a sales variant only after you tell Soply how much of that material one sale consumes. Several variants can share one material, and a variant…
How to Bulk Bind Shopify Products to a Raw Material
When many variants consume one material, add Product Usage in bulk by product filters and then review the results. Bulk selection saves time, but variants with diff…
How Raw Material Availability Is Calculated in Soply
Raw material rules answer a practical question: given the material currently available, how many complete units of a bound product variant can still be sold? Use th…
How to Set Pre-Produced Finished Goods and Allow Backorders
A product binding can include Finished Goods Stock (Pre-produced) and Allow selling when raw material is insufficient in addition to Consumption Per Unit. These set…
How Multi-Location Raw Material Inventory Is Calculated
For a material sourced from a Shopify product variant, Soply can read stock from selected locations and apply a Location rule to calculate the material's available…
When Does Soply Update Shopify Inventory? A Guide to Stock Sync
Soply can calculate product availability inside the app. It also offers settings that write certain calculated quantities to Shopify's native inventory. Before chan…
How to Read Raw Material Inventory Snapshots and Operation Audit Logs
If a material quantity is unexpected, inspect the history before making another stock adjustment. Inventory snapshots answer when and why a quantity changed. Operat…
Multi-level BOM and CSV
How to Create a Multi-Level BOM in Soply
A multi-level bill of materials (BOM) fits a process in which base materials make a sub-assembly and a sales product consumes that sub-assembly. For example: wax +…
How Soply Calculates Multi-Level BOM Availability
A multi-level bill of materials (BOM) connects base materials, sub-assemblies, and sales products. Soply expands material requirements through the levels, and the f…
How to Edit a Multi-Level BOM and Check Its Inventory Impact
Changing a component or its required quantity can change the availability of a sub-assembly and every sales variant that depends on it. Review the affected path bef…
How to Import Soply BOM Recipes and Product Bindings from CSV
CSV import helps set up material-to-product usage relationships in bulk. Download the template first, and confirm each matched product and material before committin…
How to Export Soply BOM Recipes to CSV
Export a CSV to inspect or back up the usage relationships between raw materials and product variants. It preserves product-binding information, but it is not a com…
Bundles and kits
How to Create a Shopify Bundle or Kit in Soply
A bundle connects the Shopify variant customers buy with the variants that make up the kit. Soply calculates how many complete bundles are available from the quanti…
DERIVED_ONLY vs MIXED: Choose a Shopify Bundle Inventory Mode
The bundle's Inventory mode determines which stock limits sales. The main available choices are DERIVEDONLY and MIXED. Although the interface may show STOCKONLY, th…
Why Is a Bundle Out of Stock When Components Exist at Multiple Locations?
A complete kit must be available at a location that satisfies the configured component requirements. Adding component stock across locations does not prove that any…
How to Investigate Bundle and Component Inventory Snapshots
When a bundle's available quantity changes unexpectedly, inspect the bundle calculation history and then the relevant component snapshots. Together they can show wh…
Orders, alerts, and troubleshooting
How to Enable and Test Cart and Checkout Inventory Validation
Inventory validation checks whether a requested quantity exceeds the availability calculated from your active rules. Set up and verify a raw material or bundle befo…
How to Customize Soply's Cart Inventory Error Messages
Soply can show different messages when a customer requests too many units of one item or when items in the cart compete for the same stock. Adjust the wording for y…
When Do COD and Online-Payment Orders Reserve or Deduct Inventory?
The When orders affect inventory setting in Inventory rules controls how pending, paid, and fulfilled orders change availability. Choose a rule that matches your pa…
How to Review Reserved Orders and Pending Inventory Deductions
Reserved orders shows which orders temporarily hold sellable stock and whether that hold has become a final deduction. It is especially useful for cash on delivery…
How to Review and Handle Oversell Orders in Soply
Oversell orders brings together orders whose quantities exceed available stock at purchase or during later processing, so you can identify which ones need a human f…
How to Set Up Raw Material Low Stock Alerts and Emails in Soply
Low stock alerts help you review replenishment needs as a material's available quantity approaches a threshold. Set a store-wide threshold and override it for mater…