Handling product inventory
Inventory is set and managed in your ecommerce platform directly, but you must determine how Recharge interacts with your store's inventory settings.
This guide provides an overview of Recharge's inventory settings and instructions for handling out of stock orders.
Before you start
Bundles have unique inventory rules and behave differently from standard inventory settings. Refer to the considerations section for the bundle type you're using for more information.
Shopify Checkout Integration
Inventory behavior settings
Inventory setting |
Inventory behavior |
Create order always (do not check for inventory, and do not reduce inventory) | Orders are created and inventory is reduced. While Shopify controls inventory for Shopify Checkout Integration stores, this setting overrides Shopify inventory limits. |
Create order always (and reduce inventory) | Recharge always creates the subscription order, even if there is no available product inventory set in Shopify. For example, if the inventory is set to 0 and a customer orders 10 pieces of inventory, the inventory would be reflected as -10 in Shopify. |
Create order only if inventory is available (and reduce inventory) | Recharge only creates the subscription order if there is available inventory in Shopify. If the inventory is not available, the order is marked with an inventory error. |
Adjust your inventory settings
By default, Recharge does not check for inventory of one-time products added to a subscription order. To enable this setting on your store, reach out to support or your account manager.
If your products are set on Shopify to Do not track inventory, the setting on Recharge should be configured as Create order always to avoid checking for inventory. Shopify product level settings can override your settings in Recharge. If a product in Shopify is set to Continue selling when out of stock, the Recharge setting Create order only if inventory is available will not prevent orders from being created if that product is out of stock.
To adjust your inventory settings:
- Click Settings and select Order processing from your merchant portal.
- Under Order Processing, select the desired inventory behavior for recurring orders.
- Click Save
Migrated Shopify Checkout Integration
For merchants on the Migrated Shopify Checkout Integration, how you handle product inventory will differ based on the subscriber's initial subscription date and whether they are an existing subscriber or new subscriber. See Customer management on the Migrated Shopify Checkout Integration platform for more information.
For new subscribers who checked out on the Shopify Checkout Integration, inventory is managed within Shopify. See the Shopify Checkout Integration section above for expected behavior.
For pre-existing subscribers, their subscriptions will follow the inventory behavior settings outlined below.
Inventory behavior settings
Inventory setting |
Inventory behavior |
Create order always (do not check for inventory, and do not reduce inventory) | Recharge will always create a subscription order and ignore the settings in Shopify, so inventory is not reduced. |
Create order always (and reduce inventory) | Recharge will always create the subscription order, even if there is no available product inventory set in Shopify. For example, if the inventory is set to 0 and a customer orders 10 pieces of inventory, the inventory would be reflected as -10 in Shopify. |
Create order only if inventory is available (and reduce inventory) | Recharge only creates the subscription order if there is available inventory in Shopify. If the inventory is not available, the order is marked with an inventory error. |
Adjust your inventory settings
- Click Settings and select Order Processing from the merchant portal.
- Under Order processing, select the desired inventory behavior for recurring orders
- Click Save.
See Shopify's guide on Understanding inventory management for more information.
Recharge Checkout on BigCommerce
Recharge only creates the subscription order if there is available inventory in BigCommerce. If the inventory is not available, the order is marked with an inventory charge error.
BigCommerce Checkout Integration
Note: This section applies to merchants using the BigCommerce Checkout Integration. Refer to the Shopify Checkout Integration, Recharge Checkout on Shopify, or the Recharge Checkout on BigCommerce sections for other platforms.
For initial orders, BigCommerce monitors and applies inventory settings in the native checkout.
For recurring orders, Recharge creates the subscription order only if there is available inventory in BigCommerce. The order is marked with an inventory charge error if the inventory is unavailable.
Out of stock orders
Recharge retries orders that are out of stock daily for up to 60 days. After 60 days, Recharge leaves the charge in an insufficient inventory state, making it easier to locate and reschedule these charges once inventory is available. 60 days is the automatic recovery period set by default. Contact the Recharge support team if you wish to change the automatic recovery period.
To view orders with inventory errors, click on the Orders page in the Recharge merchant portal, and view the Charge errors tab.
Note: Making changes to an out of stock order will not automatically retry the order. You can manually retry the order to ensure it processes successfully.
To manually retry the charge once the item is back in stock, click the three dots next to the order in the Errors tab and select Retry charge.
Out of stock notifications
You can set up automated email alerts to notify customers when their order is out of stock.
- Click Settings and select Notifications from your merchant portal.
- Click the Out of stock email under Customer notifications.
- Under Status, click the toggle to enable the notification.
See Notifications for more information on setting up notifications.
Partial order fulfillment
Note: This section applies to merchants using the Recharge Checkout on Shopify, Recharge Checkout on BigCommerce, or the BigCommerce Checkout Integration.
Partial order fulfillment improves out of stock inventory handling and reduces the number of orders that result in an inventory error state. The partial order fulfillment settings work by removing out of stock line items from an order and automatically retrying the order.
For more information and opt-in instructions, see Partial order fulfillment.