Example: Tracking the same batch across different products or variants

To sell one batch-tracked stock item in several versions (different prices, pack sizes, or weights), use Freshly with our sister app Simple Bundles. You create one base product that holds the batches, then sell it through bundle variants. Every sale takes stock from the base product's batches.

Two common uses:

• Different prices for the same item, for example regular, breeder, and wholesale prices.
• Different pack sizes or weights, for example mussels received in bulk and sold in 2, 10, and 20 lb packs.

How it works

When a customer buys a bundle variant, Simple Bundles splits it into its individual products at checkout, so the order includes the base product as its own line item. Freshly then assigns that line item to the base product's batches using FEFO, just like any other order.

Set it up

1. Create the base product in Shopify

This product holds your stock and batches. It's what Freshly tracks.

1. In your Shopify admin, create a product such as "Fresh mussels (per lb)" or "Apple fish wraps (base SKU)".
2. In the Inventory section, turn on Track quantity.
3. To keep customers from buying it directly, remove it from your sales channels in the Publishing section.

2. Create the product customers will buy

Create a second product with one variant per version you sell, for example 2 lb, 10 lb, 20 lb, or Regular, Breeder, Wholesale. Set each variant's price.

3. Build the bundle in Simple Bundles

1. In Simple Bundles, click Build bundle manually
2. Choose a Bundle type. For most setups, Simple bundle works.
3. Select "Select Existing Products in Shopify"
4. In the Products card, click Add products and choose the base product from step 1.
5. Set the Quantity of the base product this variant uses. For a 10 lb pack built from a 1 lb base product, enter 10. For price tiers, enter 1.
6. Repeat for each bundle variant, then click Save.

Simple Bundles keeps each bundle variant's available quantity in line with the base product's stock, so you can't sell more than your batches hold. For more on bundle types and pricing, see the Simple Bundles help center.

4. Add batches to the base product in Freshly

1. In Freshly, go to Products and open the base product.
2. Click Add batch, enter the Quantity and Expiry date, and click Save.

What happens when a customer orders

Say your base product has a batch of 100 lb, and a customer buys the 10 lb pack.

• In Shopify, the order includes the base product as a line item with a quantity of 10.
• In Freshly, open the order from Orders. The base product line has 10 assigned from your batch.
• The batch now shows 90 remaining under the In stock tab on the base product.

If another customer buys the 2 lb pack, 2 more come from the same batch. To see every order a batch went to, go to Inventory Batches and click View X orders next to the batch (paid plans).

If you'd like help setting up your bundle or base product batches, contact us at hello@getfreshly.io.