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 related to your bundle type for more information:
Access your inventory settings
Manage how Recharge handles orders based on product inventory in your settings:
- Click Settings in the Recharge merchant portal.
- Select Edit next to Order Processing.
- Use the How should Recharge check and reduce inventory for each order drop-down menu under Order processing to specify how Recharge should handle orders based on product inventory set in your ecommerce platform.
- Click Save to update your settings.
Shopify Checkout Integration
How Recharge handles product inventory for the Shopify Checkout Integration depends on the contents included in the order.
Review the chart to understand the inventory behavior depending on your settings.
Inventory setting |
Behavior |
Create order always (and reduce inventory) |
Recharge always creates the order, even if no product inventory is available in Shopify. For example, if the inventory is set to 0 and a customer orders 10 items, the inventory would be reflected as -10 in Shopify. |
Create order only if inventory is available (and reduce inventory)
Note: This setting is compatible with partial order fulfillment.
|
Inventory behavior will differ depending on the product type: Subscription-only orders:
If the order contains one-time products, free gifts through Rewards or Surprise and Delight experiences, or product incentives:
|
Migrated Shopify Checkout Integration
How Recharge handles product inventory for the Shopify Checkout Integration depends on:
- If the order is Shopify-billed or Recharge-billed
- The items included in the order
Review the chart below to understand the inventory behavior depending on your settings.
Inventory setting |
New inventory behavior beginning March 6th |
Create order always (and reduce inventory) |
Recharge will always create the order, even if no product inventory is available in Shopify. For example, if the inventory is set to 0 and a customer orders 10 items, the inventory would be reflected as -10 in Shopify. |
Create order only if inventory is available (and reduce inventory)
|
Inventory behavior for orders may vary depending on both the order and product type: Shopify-billed orders Subscription only orders:
If the order contains one-time products, free gifts through Rewards or Surprise and Delight experiences, or product incentives:
Tip: See Location-specific inventory for details on how Recharge and Shopify handle location specific Recharge-billed orders Subscription only orders:
If the order contains one-time products, free gifts through Rewards or Surprise and Delight experiences, or product incentives:
|
BigCommerce Checkout Integration
For checkout 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.
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.
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.
You can view orders with inventory errors in Recharge:
- Select the Customers tab in your Recharge merchant portal and click Orders errors.
- Click the Inventory tab to review orders with inventory errors.
- To manually retry the charge once the item is back in stock, click the three dots next to the order and select Retry charge. Otherwise, Recharge automatically retries these charges.
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.
Location-specific inventory
Recharge checks inventory levels at the variant level and submits an order to Shopify if inventory is available. However, if stock is unavailable at the designated location, Shopify may reject the order with an inventory error.
Partial order fulfillment is incompatible with location-specific inventory.
Partial order fulfillment
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.