Inventory Planner
How-To Guides

How-To Guides

Step-by-step workflows for the most common inventory management tasks in your Shopify store. Each guide walks you through the full process with multiple approaches when available.

1

Create a Purchase Order

Three ways to create purchase orders in Alfred — from a reusable plan, from forecast data, or manually. Learn which method fits your workflow.

3 approaches · 23 steps
2

Identify Low-Performing & Slow-Moving Products

Use Alfred's product performance frameworks to find deadstock, slow movers, and underperformers in your Shopify store's inventory.

2 approaches · 12 steps
3

Identify Products About to Stock Out

Two approaches to finding which Shopify products will run out of inventory soon — detailed forecasting or a quick snapshot view.

2 approaches · 11 steps
4

Receive Inventory & Update Shopify

Step-by-step guide to receiving a purchase order, running a stocktake, or making inventory adjustments — all synced directly to Shopify.

2 approaches · 16 steps
5

Plan for Seasonal Demand

Analyze sales trends, project seasonal demand with growth factors, and build purchase plans to prepare for peak periods.

1 approach · 8 steps
6

Set up Min/Max Thresholds

Configure per-variant minimum and target inventory levels at a location so Alfred can recommend reorders and inter-location rebalances by exception.

3 approaches · 17 steps
7

Balance Stock across Locations

Find transfer opportunities from locations with excess stock to locations below their minimum, then bulk-create draft transfers in one pass.

1 approach · 10 steps
8

Create and Receive a Stock Transfer End-to-End

Walk a transfer from draft creation through final received shipment, including a multi-shipment example for transfers that ship in stages.

2 approaches · 15 steps
9

Stocktake a Product at a New Location

Count and submit inventory at a location where Shopify shows the product as untracked. Alfred handles activation automatically.

1 approach · 6 steps
10

Replenish Stable Products by Exception

Use Purchase Thresholds plus the Min/Max Replenishment plan type to manage stable, predictable products on a 'reorder when below the trigger' rule.

1 approach · 9 steps