Documentation & Setup Guide

Everything you need to set up and get the most out of Stockly for Shopify.

Getting started

Install Stockly from the Shopify App Store to connect your store in seconds. Setup is straightforward and takes less than a minute:

Install & Approve Permissions: Click Add app on the Shopify App Store and approve the necessary inventory permissions.
Accept Terms & Conditions: Review and agree to the Terms of Service and Privacy Policy, then click Accept & Continue.
Verify Store Details: Confirm your store name, myshopify domain, and notification email address, then click Looks good, continue.
Configure Inventory Defaults:
- Low-Stock Threshold: Set your store-wide trigger level (e.g., 5 units) so alerts fire before stock runs out.
- Auto-Hide Sold-Out Products: Automatically hide depleted products from your storefront to prevent buyers from ordering out-of-stock items.
- Auto-Republish When Restocked: Instantly make items visible again the moment new inventory arrives.
Finish Setup: Click Finish setup to complete your primary onboarding and proceed to plan selection and product catalog sync.

Plans & catalog sync

After completing initial onboarding, activate your store by claiming your 14-day complimentary promotional full access or by selecting a subscription plan (which includes an additional 7-day free trial). Then, initiate a one-click catalog sync to import your entire inventory into Stockly:

1. Claim Your 14-Day Promotional Access or Choose a Plan

Stockly gives every new store a 14-day promotional full-access gift with every Enterprise feature unlocked and no credit card required. You can test unlimited products, AI forecasts, and automated purchase orders risk-free.

When you are ready to select a permanent subscription, each plan includes an additional 7-day Shopify free trial:

Basic ($3.99/month): Up to 1,000 products and 3 suppliers. Includes store-wide global low-stock threshold monitoring, automated email alerts, auto-hiding sold-out products, daily inventory email digest, multi-location stock transfers, and manual purchase order creation.
Professional ($9.99/month): Up to 10,000 products and 25 suppliers. Adds custom per-product threshold overrides, Smart Reorder Planner, 1-click Slack Connect & Klaviyo integrations, white-label branded email styling with your store logo, multiple alert recipients, outbound webhooks (Zapier & ERP), and automatic product republishing upon restock.
Enterprise ($19.99/month): Unlimited products and unlimited suppliers. Built for scaling multi-location operations. Unlocks AI supplier & URL extractor, sales velocity demand forecasting with custom seasonal rules, dead & stagnant stock alerts, multi-location PO unit cost sync, real-time exchange rates across 160+ currencies, Goods Receipt Note (GRN) warehouse receiving vouchers, discrepancy claims QC workflows, and dedicated priority support.

2. 1-Click Shopify Product Catalog Sync

Once your plan or free trial is activated, your dashboard checklist will prompt you to sync your catalog:

Navigate to your Stockly Dashboard and locate the Sync Products checklist action.
Click Sync Products. Stockly communicates with Shopify's GraphQL Admin API to import your complete inventory:
- Product titles, handles, SKUs, and barcodes.
- All variants and real-time available quantities across all your store locations.
- High-resolution product images for visual identification across purchase orders and alerts.
Continuous Automated Webhook Sync: After the initial sync, Stockly automatically subscribes to Shopify real-time inventory and order webhooks. Any purchase, refund, or manual stock adjustment made in Shopify updates in Stockly instantaneously.

Stock thresholds

Inventory doesn't sell at the same rate across your catalog. A low-stock threshold of 5 units might be plenty for slow-moving items, but dangerous for fast-selling bestsellers with longer supplier lead times. Stockly combines a store-wide global safety net with granular per-product overrides to keep your inventory protected:

1. Store-Wide Global Threshold (Every Plan)

Your global threshold acts as a baseline safety trigger applied to every product variant in your store. Configured in Settings → Inventory Defaults, Stockly automatically fires a low-stock alert the instant available stock drops to or below this number.

2. Custom Per-Product & Variant Thresholds (Professional & Enterprise)

For bestsellers, high-velocity items, or products sourced from overseas suppliers with long lead times, set custom threshold overrides:

Navigate to Products from the Stockly sidebar.
Search or filter for your target item, and click to open its Product Details panel.
Enable Custom Low-Stock Threshold for the product or individual variants.
Enter a tailored buffer quantity (e.g., 20 or 50 units instead of the global 5).
Click Save Changes. Stockly will now prioritize alerts for this item based on your custom buffer, giving your procurement team ample time to reorder before stockouts occur.

3. Collection & Tag-Based Scoping

On Professional and Enterprise plans, you can also filter and scope inventory monitoring to specific Shopify collections (e.g., Core Collection, Holiday Specials) or tags (e.g., bestseller, high-margin). This allows your warehouse and purchasing teams to focus their attention on items that generate the highest revenue.

Notification channels

Alerts go out the instant inventory crosses your threshold or during your scheduled daily batch, keeping your operations and procurement teams aligned before sales are lost:

1. White-Label Branded Emails (Professional & Enterprise)

Replace generic system notifications with custom-tailored alerts featuring your company's visual identity:

Store Logo: Paste your high-resolution logo URL to display directly in the email header.
Brand Accent Colors: Set custom hex colors matching your brand design system for buttons, headers, and threshold badges.
Custom Sender Identity: Configure sender names and footers so emails look and feel 100% native to your company.

2. 1-Click Slack Connect Integration (Professional & Enterprise)

Send high-priority inventory alerts directly to your team's Slack channels (e.g. #inventory-alerts or #supply-chain):

Zero-Code Setup: Connect your Slack workspace or paste an Incoming Webhook URL in seconds.
Rich Message Cards: Receive interactive alert cards displaying product thumbnails, variant details, current stock vs threshold, and direct 1-click links to reorder planners or Shopify Admin.
Instant Team Visibility: Eliminate email inbox clutter by notifying your entire procurement and warehouse staff simultaneously in real time.

3. Scheduled Daily Batch Delivery & Timezone Control

Keep your team focused without notification fatigue. In Notification Center → Alert Delivery:

Locked Daily Batch Mode: Consolidate low-stock and restock events into a single, comprehensive daily digest email.
Custom Dispatch Time: Choose the exact hour (e.g., 09:00 AM) when your daily report should be sent.
Store Timezone Selector: Set your local warehouse or office timezone (e.g., America/New_York, Europe/London, Asia/Dhaka) so reports arrive right when your team begins their workday.

4. Multiple Recipients & Granular Event Filtering

Route the right alerts to the right people across your organization:

Multiple Team Recipients: Add multiple email addresses (e.g., store owner, warehouse manager, purchasing agent) so everyone stays informed.
Event-Based Filtering: Choose which alerts to dispatch per recipient — Low Stock warnings, Out of Stock emergencies, or Restock confirmations.

Auto-hide & auto-republish

Sold-out products are automatically hidden from your storefront on every plan, so shoppers never land on a page they can't buy from. On Professional and Enterprise, Stockly also auto-republishes the product the instant it's restocked — no manual re-listing needed.

Back-in-stock widget

Add the back-in-stock signup widget to any sold-out product page. Shoppers who opt in are emailed automatically the moment the product restocks — collected with explicit consent and used only for that single notification.

Predictions & analytics

The analytics dashboard tracks alert history, stock-out trends, and webhook delivery health across your catalog, and surfaces which products are projected to sell out within 7 days based on your real sales velocity. Daily or weekly digest emails summarize this for you without needing to check the dashboard.

Integrations

Available on Professional and Enterprise:

Klaviyo — send low-stock and back-in-stock events into Klaviyo to power marketing flows and segments.
Outbound webhooks — pipe every alert into Zapier, Make, or your own ERP.
Asana — automatically create a task for stock events you map.
Shopify Flow — native triggers on low-stock, out-of-stock, and restock events, no code required (included on every plan).

Suppliers & purchase orders

Enterprise adds end-to-end supplier and purchase order management:

Vendor Lead Times & Reorder Planner: Set custom lead times per supplier and receive intelligent reorder recommendations before running out of stock.
Direct Vendor & Platform Orders: Manage both traditional suppliers with automated email confirmation loops and online sourcing platforms (AliExpress, Alibaba, 1688, Taobao).
Automated Cost Sync & Pricing Rules: When a purchase order is created or received, unit costs automatically sync to Shopify inventory items, and dynamic pricing rules (e.g. 2x markup) update store selling prices automatically.

Multi-currency & real-time exchange rates

Stockly connects to live currency exchange rate APIs covering 160+ world currencies (USD, CNY, BDT, EUR, GBP, CAD, AUD, INR, etc.):

Global Sourcing Flexibility: Create purchase orders in the supplier's native currency (e.g. Chinese Yuan ¥ or Bangladeshi Taka ৳) regardless of your store's primary base currency.
Margin-Safe Ceiling Rounding: Foreign currency unit costs are converted to your Shopify base currency using margin-safe ceiling calculations (Math.ceil), ensuring exchange rate fluctuations never erode your profit margins.
Dual-Currency Live Previews: Line item tables and pricing summaries display dual-currency breakdowns with live conversion ratios (1 CNY ⇄ 0.1485 USD) in real time.

Marketplace sourcing (AliExpress, Alibaba, 1688)

For merchants who dropship or source from online marketplaces:

Single-Product Sourcing Mode: Easily order all variants of a product from a specific AliExpress or Alibaba listing.
1-Click Platform Access: Direct product links and platform order IDs are stored on each purchase order and synced to Shopify metafields.
Auto-Confirmation Workflow: Platform orders bypass supplier email confirmation loops and automatically progress straight to confirmed and trackable status.

Shipment tracking (2,400+ carriers)

Keep your entire logistics pipeline visible from dispatch to warehouse delivery:

Universal Tracker Support: Choose from universal multi-carrier trackers including 17TRACK, ParcelsApp, Ship24, AfterShip, and Postal Ninja.
Direct Express & Postal Couriers: Dedicated 1-click tracking for DHL Express, FedEx, UPS, USPS, Royal Mail, YunExpress, Cainiao, and 4PX.
Custom Carrier URLs: Enter proprietary courier links or private logistics tracking numbers with 1-click clipboard copy.

Inbound receiving & Goods Receipt Notes (GRN)

When a shipment arrives at your warehouse or retail location, Stockly provides a rigorous, audit-grade receiving workflow to inspect items before updating Shopify inventory:

Sequential GRN Numbering: Every inbound receiving batch automatically receives a permanent sequential Goods Receipt Note number (e.g. GRN-1007-01, GRN-1007-02) tied to the parent purchase order.
Multi-Location Destination Assignment: Receive variants across different fulfillment centers or warehouses, updating exact location-level stock on Shopify in real time.
Print-Ready Inbound Vouchers: Generate professional warehouse receiving vouchers with complete supplier information, destination facility, itemized breakdown, batch invoiced values, and dual signature lines for warehouse inspectors and authorized managers.
Clean Browser Printing: Automated print stylesheets suppress default browser page URLs and headers, delivering crisp, boardroom-ready documentation for your accounting department.
Reprinting & Batch History: Access the complete chronological history of every receiving batch and reprint original GRN vouchers at any time.

Discrepancies & supplier claim resolution

Shipments rarely arrive 100% perfect. Stockly provides a dedicated Quality Control (QC) and discrepancy management system to ensure your store's sellable inventory remains accurate and protected:

Granular Discrepancy Logging: Categorize issues during physical intake into four distinct inspection classifications: 📦 Damaged, ⚠️ Defective, 🔀 Wrong Item, and ❓ Missing / Short-Shipped.
Zero-Pollution Inventory Quarantine: Units flagged with discrepancies are strictly excluded from your sellable Shopify stock. Only verified, accepted units are pushed to Shopify, completely preventing accidental overselling of damaged or missing inventory.
48-Hour Count Protection Window: Warehouse staff can safely adjust receiving counts within 48 hours to correct honest counting mistakes without disrupting historical audit logs.
1-Click Discrepancy Claim Reports: Instantly copy a professionally formatted shipment claim breakdown to your clipboard, or dispatch an automated discrepancy notification email directly to your supplier with itemized unit counts and inspection notes.
End-to-End Claim Lifecycle:
- 🚚 Replacement Expected: Log supplier replacement tracking numbers, courier, ETA, and expected units. Once delivered, click [Mark Replacement Received & Sync Stock] to increment Shopify stock and generate a replacement GRN voucher without reopening arrival inputs.
- 💵 Refund Settled: Record cash refunds or supplier credit notes with settlement amounts and accounting reference codes.
- 📁 Loss Absorbed: Officially record vendor write-offs and internal losses for your bookkeeping.
Clean Separation of Status: Claim resolutions remain 100% self-contained within the Discrepancy section, keeping completed purchase orders marked as received without cluttering global action bars.

Stockly AI supplier & metadata extractor

Powered by Stockly AI, Stockly can automatically parse product metafields, descriptions, and variant data to identify supplier names, platform URLs, and sourcing contacts in one click.

FAQ

Do I need a credit card to start my trial?

No — every plan includes a 7-day free trial with no credit card required to start it.

What happens to my data if I uninstall?

Shopify sends us a shop/redact webhook within 48 hours of uninstall, which permanently deletes all of your store's data from our systems — see the Privacy Policy for details.

Can I switch plans later?

Yes, you can upgrade or downgrade at any time from the app's Billing page.