Automate Your Shopify Store

Learn about the best ways to automate your e-commerce business and manage your inventory across multiple Shopify stores.

Product organization Shopify Product Type vs. Collections: What's the Difference?Shopify uses various methods to help shop owners organize and structure their stores in a way that is easy for the customer to find what they are looking for. The terminology used to describe these methods is sometimes difficult to differentiate. The confusion between "Product type" and "Collections" is a good example because although the terms are different, they could be used interchangeably in some cases. What Are Product Types in Shopify? Every product you have in your store can only have one standardized product type and one custom product type. They are used to label and categorize your products. It is important to understand that product types are useful but not required. A standardized product type is predefined, while a custom product type is a category that is not already defined—you still have to define it. Product types are more useful to you as the store owner than your customer—but your customer will benefit from product types because it creates a more intuitive layout. How to Add Shopify Product Types Let's say you are a clothing merchant, and you want to further categorize your products by creating a "belts" product type. You need to add the word "belt" into your product description, which will then categorize automatically according to the product type. Another example could be made of a clothing store: product types would be "skirts," "pants," "shirts," "shoes," and "dresses." Now that you have a better understanding of a product type, here's a step-by-step guide to adding them to your store: Log in to your Shopify admin panel and click on Products.Click on Add a product and add your title, a short description of the product type and add a good-quality image.You'll see sections for Visibility and Organization on the right-hand side panel. Click on Organization, and you'll see Product type. This is where you add your product type—just type in the details and then submit.If you want to use an existing product type, all you need to do is click on the name of the type in the drop-down menu. » Discover more tips on how to effectively organize your products in Shopify What Are Collections in Shopify? A Shopify collection is the grouping of products on a page or in a category. Let's say you are a hat merchant, and you may have a collection of smart hats, a collection of sports peaks, and a collection of beach hats. Shopify allows you to group your products purely to make it easier for your customers to find what they are looking for. It is a type of information architecture that is structured logically for ease of use. Some more examples of collections include "color," "size," "seasons," "discounted items," or even "gender." How to Add Shopify Collections Now that you understand what collections are used for, here is a step-by-step guide to adding a new collection within your e-commerce Shopify store: To create or see all your collections, you need to click on Products. Your collections will show up on your site navigation.To create a new collection, simply click on Create collection. Yes, it is that easy! Now you just need to add your products to your collections. » Learn the distinction between collections and categories and how to organize collections on Shopify Using Inventories to Further Refine Your Store Shopify inventory management and inventory tracking are also handy for keeping orders within your e-commerce store. There is also multi-store inventory management for those vendors who want to sync inventory between two or more Shopify stores. This helps you to manage stock, returns, and out-of-stock items to give your customer a streamlined and professional customer experience. Synchronize Products and Collections Between Stores Automatically synchronize stock levels, product availability, and product collections across all of your Shopify stores with Multi-Store Sync Power. Adjust stock in all of your locations to the same level.Collaboratively update product data from multiple locations.Full support for simultaneous updates from multiple locations. The Difference Between Shopify Product Types and Collections The difference between product types and collections is subtle and sometimes difficult to explain to new e-commerce store owners. Put simply, you would use collections to help your customer find what they are looking for as quickly as possible. Product type is not required but will help you, as a store owner, categorize your products in the back end—product type is more useful to you than it is to your customer. One Product at a Time For you to use collections and product types correctly, it is best to map your store out on paper before setting it up in Shopify. Make sure you have thought it through properly so that your layout makes logical sense. It might take a bit of time, but in the long run, it will be worth the effort. Here are some tips that'll assist you with determining how many products you can start out with. Learn more about how Multi-Store Power Sync can help you create and update collections in multiple Shopify stores at once:

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Product organization How to Add Products to Shopify Collections A Shopify collection is essentially the grouping of products on a page or in a category. Let's say you are a shoe merchant, and you may have a collection of smart shoes, a collection of running shoes, and a collection of casual shoes. Shopify allows you to group your products purely to make it easier for your customers to find what they are looking for. This is also known as information architecture. How Many Products Can Be Added to a Shopify Collection? You may be limited to 50 products per collection, but there is no limit to the number of products you can add to your overall Shopify store. You'll need the Advanced Collection app to be able to lift the limits. In fact, with this app, you'll be able to set your collection conditions. If you are planning on building a large inventory or already have one, you can use automated inventory tracking features or apps. » Learn more about creating a better Shopify inventory management Speed up the Process of Editing Product Images Egnition's All-In-One Image Master can do everything from removing the background to resizing the canvas and centering the product images for you. Choose between PNG and JPG as the output format and adjust the quality settings according to your needs.All processed images share the same visual style due to a shared set of predefined rules.Create ALT text for product images automatically based on a predefined template. How to Add Products to Collections on Shopify You've had your e-commerce store for a couple of years and have used your metrics to accurately gauge which products are selling and which products are being returned a little too often for your liking. Your next step is to remove a couple of products from your store and add some new, trendier versions. How do you go about adding products to your Shopify collection? Let's take it step-by-step for manual and automated collections. Adding Products to a Manual Collection Browse and then add the products you want to include in your collection and click on Save.Type the products in the search bar—this will add them to your list.Go to the Sort option and click on Manually to sort your products.Now you can drag the products according to the order you would like them to be displayed.Add your manual collection to your navigation bar. Adding Products to an Automatic Collection Once you are in the automated collections, click on Products and then Collections.Click on Create collections and add a title and description of the products you want to add to your collection. Always select Automated Collections.Now you can choose the conditions that will help you to group your products. » Discover how to add products to a page on Shopify How to Create Subsections in Shopify Adding sub-collections within collections is not a simple task. Before we go through the steps, let's get a grasp of what a subsection is. As an example, you may be selling collections of shoes. So, within the collection of running shoes, you may need to add additional subsections such as "children's sizes," "adults," and "teens." You could also set up subsections of brand names, for example, "Nike," "Adidas," and "Asics." Put simply, it is just a way to order your products to help your customers streamline their experience in your store. To add subsections in Shopify using the navigation menu, simply follow these steps: Log in to your Shopify store using your credentials.Click on the Navigation section.Click on Add menu. If you've already created the menu option, you can edit it and skip this step. If you don't have the main menu yet, you'll need to create it. To do this, you need to select Add menu.Now it's time to add your menu items. Click on Add menu item and choose the required collection to create a parent collection.Once you've created the parent collection, you need to add your subsections. To change the collections you've just added into sub-collections, drag them with your mouse into the parent collections. Remember to order them correctly.Click on Save Menu to save the collections and subsections you've created. Last but Not Least Now that you are set up with your collections and subsections, you can add your products. It will take time for you to get used to structuring and restructuring your Shopify e-commerce store. However, the more you play around with your store, the quicker you will learn how to use as much of the functionality as possible. And the more functionality you tap into, the more you will get out of your store. » Interested in learning more about Shopify collections? Discover the difference between categories and collections

Product organization Shopify Categories vs. Collections: What's the Difference?There are two main ways to organize your Shopify products: by collections or by categories. Collections allow store owners to group their products based on a theme or common attribute, while categories allow store owners to group their products based on how they wish them to appear on a store's homepage. For more context, collections are a good way to make it easy for customers to find what they're looking for, while categories are a good way to create a curated and user-friendly shopping experience for your customers. What Is a Category in Shopify? Shopify categories are similar to collections. Although, instead of compiling products into a collection page, categories should be thought of as the product taxonomy of a store. In other words, categories are a way to organize how products are displayed on a shop's home page. For instance, from a store's homepage, a "Jeans" category may be set. Then, you can add two new subcategories for "Men's Jeans" and "Women's Jeans." This will appear within a store's menu and submenu, respectively, making it easy for customers to find exactly the products they'd like to browse straight from the store's landing page. This type of menu categorization is particularly important while managing multiple Shopify stores. Seriously, without the right organization, managing just one inventory is confusing enough. Two or more can become a nightmare. What Is a Collection in Shopify? So, we're first going to discuss what a collection is and then further look at the two types of collections you can create on Shopify. A collection is a group of products that are either related by a common attribute or grouped for the sake of navigability. By adding collections, store owners can organize their products in a way that keeps their inventory streamlined and easy to navigate while helping customers to find what they are looking for. If you're unfamiliar with how to organize collections on Shopify, here are the two types of collections you can create: Manual collections allow store owners to manually set custom conditions by which they'd like to group products.Automatic collections automatically create collections based on 60 different preset conditions, such as price, title, or vendor. The Difference Between Shopify Categories and Collections When it comes to organizing your products on Shopify, you have two main options: collections and categories. Collections are great for grouping related products together, while categories are perfect for sorting items by product type or topic. So, which one should you use? The answer depends on what you're trying to achieve. Categories are better for when you want to create a specific look or theme for your shop, while collections are more suited for general organization. For example, if you're a fashion retailer, you might create categories for dresses, skirts, and tops while creating collections to categorize items by color or style. » Struggling to manage your Shopify store's inventory? Learn how to effectively manage inventory on Shopify Additional Aspects to Consider Shopify inventory management is super important. If ignored or done incorrectly, it can negatively affect a store's revenue and profit potential. To avoid this, learn everything you can about Shopify inventory management and Shopify inventory tracking. Selling out-of-stock items is another issue that can plague the reputation and overall manageability of a Shopify store. To avoid these potential headaches, learn how to manage out-of-stock items or what to do when you sell out-of-stock items. Discover how Egnition's Out-of-Stock Police can automatically push your out-of-stock products down in collections:

Product organization Shopify Inventory Forecasting Forecasting inventory for Shopify is the process of predicting how much stock needs to be kept on hand in order to meet customer demand. This is done by analyzing past sales data to identify trends and patterns and then using that information to create a forecast for future demand. Reasons to Use Inventory Forecasting Demand Planning Inventory forecasting can help plan for future demand. If a merchant has an idea of what their sales are going to look like, they can order the correct amount of inventory, ensuring that they are not overstocked or understocked.Production Planning Forecasting can also help plan for future production needs. By knowing how many products a store is likely to need in the future, online store owners and their suppliers can ensure that they have the resources in place to produce products ready for purchase instead of having to manage out-of-stock products.Avoiding Shortages Inventory forecasting can help businesses identify potential issues with their inventory levels and take corrective action before shortages occur. How to Forecast Inventory in Shopify Shopify has a few inventory forecasting methods online merchants can use to stay on top of their inventory, three of which we will cover in just a moment. Shopify stores have in-built sales, inventory, and marketing reports that can be leveraged to track sales and order trends, including sales finance reports, sales over time, sales attributed to marketing, and inventory sold per day. As handy as these reports can be to inventory forecasting, it should be noted that the ability to access them will depend on the store's current subscription plan. Some stores that are on lower-tier Shopify plans may not have access to all the reports mentioned above. 1. Use Your Store's Analytics Page Using this feature, you can gain insight into how your inventory is likely to look in the future. Of course, there's one downside to this. If your Shopify store is brand new, you'll lack accurate data to make predictions on how much stock you are likely to require during the next sales period. The good news is that, as your business grows, you'll have the ability to make progressively more accurate forecasts. 2. Use the Shopify Fulfillment Network The Shopify Fulfillment Network (SFN) is a service that allows Shopify merchants to have their products stored and shipped by Shopify and is available in the United States, Canada, and the United Kingdom. It offers merchants a number of benefits, including lower shipping costs, no required packaging or shipping supplies, and automatic order tracking. The SFN can help inventory forecasting by providing an automated system to manage and track inventory levels. This system can help to predict when stock is running low and needs to be replenished. Additionally, it can help to identify trends in customer demand, which can then be used to adjust inventory levels. 3. Use Shopify's Stocky Stocky is a feature available to merchants that use Shopify POS Pro. Essentially, Stocky gives automated suggestions on the products and quantities a merchant should order to meet customer demand. This built-in feature uses recent order history to predict how much stock you'll need and when it's the best time to order. Here's how to use Stocky for inventory forecasting: From Stocky's dashboard, navigate to Purchases > New Purchase Order.Determine whether the purchase order is for a supplier or vendor.From Generate, click Using Suggestion.Proceed to enter the remaining relevant details, and then select Create Purchase Order.Once the order is created, send it off to your suppliers and manufacturers for fulfillment. By creating a purchase order in this way, you are using Stocky's automated inventory forecasting features to make orders based on your store's previous order history. It's a foolproof way of getting your inventory stocked with just the right amount of products every time. Have a Preview of the Future Overall, inventory forecasting provides a number of benefits to businesses and can be a valuable tool in managing and planning for future inventory needs so you can avoid selling when out of stock. Two of the many available third-party Shopify apps, Out-of-Stock Police and Bestsellers reSort, can automatically manage inventory once the initial planning stage has been completed. Learn how Bestsellers reSort can help you save time and money by organizing your inventory more efficiently:

Product organization How to Manage Your Shopify Inventory Better If you run a shop in Shopify, you probably want to get the most out of your inventory, which means managing your stock carefully and efficiently. "Shopify inventory" is the term used to describe the products sold and stored through the Shopify platform. Inventory management in Shopify refers to the process of organizing inventory along the supply chain. How to Manage Inventory in Shopify When a merchant signs up for a Shopify account, they are provided with access to a hosted e-commerce store, as well as a suite of tools to manage how Shopify works. Shopify inventory is broken down into two categories: products and variants. Products are the main items sold and stored in a Shopify account, while variants are specific versions of a product, such as the colors and sizes. Utilizing Shopify inventory management helps you minimize the cost of holding inventory by helping you determine when it's time for products to be replenished or to buy more materials to manufacture them. Inventory Tracking Shopify has a built-in inventory management system that helps you manage your Shopify merchandising and keep track of sales. The inventory area of Shopify allows you to track and view inventory while adjusting inventory levels. This feature lets you see the history of inventory adjustments for products and variants that are being tracked by Shopify. You need accurate inventory in your Shopify store for your customers to place orders. To view or adjust inventory levels for a product, you must first set up inventory tracking. Shopify lets you track inventory history for products up to 90 days in the past. Follow these steps to enable inventory tracking: Go to Products in your Shopify admin.Select the product you want to track by clicking on the name.If the product has variants, select the variant you want to track.In the Inventory section, select Track quantity.Check the box Continue selling when out of stock if you want consumers to be able to buy the item even if it's out of stock.Enter the quantity information for each site in the Quantity section.Click Save. Please note If you add or edit a variant for the online store and check Continue selling when out of stock, you can sell products even if your inventory is zero or less. Deselecting this option will prevent customers from purchasing the product since you do not want to sell a sold-out product. » Learn what causes the "Inventory not tracked" message in Shopify and how to avoid it Managing Out-of-Stock Inventory Running out of stock is a common problem for Shopify sellers, and here are four strategies for managing out-of-stock items: 1. Move Sold-Out Products to the Bottom of Your Collections An effective strategy to manage out-of-stock inventory is to simply move it to the bottom of your collection. Unfortunately, there is no built-in way to do this in the Shopify admin. However, there are several third-party apps, like our own Out-of-Stock Police, that can handle it for you automatically. 2. Hide Out-of-Stock Products Hiding products from your Shopify store until you are ready to sell again can be accomplished in a few easy steps. Here's how you do it: Go to your Shopify Admin and click Products.Select Product List.Select the product that you want to edit.If you are adding a new product, select Add a product.Under the visibility section, do not check Online Store if you want to hide the product. 3. Forecast Your Inventory The goal of inventory forecasting is to predict future demand for products and to ensure that the correct level of stock is available to meet that demand instead of trying to keep selling when out of stock. Several different methods can be used to predict future demand. The most common method is trend analysis, which involves studying past sales data to identify patterns and trends. Other methods include market analysis, consumer surveys, and sales forecasting. Apps like Out-of-Stock Police let you view statistics per collection and create custom reporting thresholds to know exactly when to replenish stock. 4. Add a "Sold Out" Badge You can include a badge indicating that the item is "sold out." This allows your customers to immediately determine the availability of your merchandise. Syncing Inventory Between Multiple Shopify Stores Creating and maintaining an online store is a cinch with Shopify. Shopify inventory management, on the other hand, may quickly become a source of frustration for business owners with multiple shops. Fortunately, with apps like Multi-Store Sync Power, it is possible to sync your Shopify inventory in real time. Your inventory will automatically update across all shop locations when you make changes, including adding or removing products. To summarize, managing inventory is one of the most important aspects of running a successful e-commerce business. By using these tips, you can ensure that your inventory is always available to your customers. » Is your inventory spread across multiple locations? Automate your multi-channel inventory management with the best Shopify apps

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Product organization 3 Best Inventory Management Systems for Your Shopify Store—A 2023 Review Once your Shopify store starts scaling up, you'll need to start using an inventory management system (IMS). While management concepts such as FIFO inventory management are often discussed when considering inventory management, you'll need the right software system to carry out the functions first. An inventory management system is a program designed to streamline inventory functions such as tracking, stocking, and fulfillment. Handling everything from the supplier to the customer, inventory management systems help keep things running smoothly with minimal manual input. Using these in tandem with inventory management apps will help you avoid stockouts and fulfill orders quickly. It's best to make the transition from manual systems to an IMS before you're overloaded. Key Features to Look for in an Inventory Management System Multi-store and omnichannel support: If you have multiple Shopify stores and physical locations, you'll need an IMS that can bring them together into a unified system.Metrics and forecasting: A good IMS goes beyond tracking stock by analyzing historical data, forecasting demand, and acting accordingly. IMS metrics are a rich source of data on which to build models and plan strategies.Integrations: Beyond the obvious Shopify integration, an IMS should support point-of-sale (POS) systems if you have physical locations as well as integrate with your logistics systems.Complete automation: A good IMS will be able to automate inventory management in various ways, not just record simple metrics and numbers. Functions such as managing out-of-stock items, managing pre-orders, and ordering from suppliers when stock gets low will make the store manager's life a lot easier. Our Top 3 Picks for the Best Inventory Management Systems in 2023 Here are our best IMS picks for your Shopify store. While this isn't an exhaustive list, it's a good place to start and figure out what you're looking for. 1. Multi‑Store Sync Power Synchronize inventory levels and update product data across multiple locationsFull multi-location support for maximum flexibilityFree plan available Multi-Store Sync Power is the ideal software if you're managing multiple stores because it links all of your inventory data, thereby removing any manual processes. Whenever a new product is created or updated or your inventory levels change, it automatically reflects across all your stores. ProsAutomation saves time and eliminates mistakesDetailed history reporting featuresEfficient customer serviceConsMay require customer service support to set up » Make the most of the best practices for managing multiple Shopify stores 2. Out‑of‑Stock Police Automatically manage out-of-stock items in real-timeAvoid losing organic traffic by strategically hiding out-of-stock productsFree plan available Out-of-Stock Police helps you manage your inventory by automatically removing or hiding sold-out items in your collections while still keeping them visible to search engines to improve SEO. The app will notify you when stock levels are low or have run out, giving you more control over re-ordering and timelines. ProsCustomizable to your inventory cycleRe-stock more efficientlyIncrease targeted organic trafficEfficient customer serviceConsOut-of-stock reports may require refinement » Boost your Shopify store with tips for managing your out-of-stock products 3. Bestsellers reSort Automatically sort and organize products in your collectionsCustomize collection sorting rules based on product typesFree plan available Bestsellers reSort is a unique product sorting tool that provides additional analytical functions. The app allows you to set custom sorting rules while taking into account product features, gross profit, inventory levels, discounts, and more. It will also analyze your sales according to the timeline you've set. These functions can increase your sales by optimally organizing your items for your customers. ProsCustomizable to your store's needs—including multiple locationsIncrease sales and ROI by matching customer buying behaviorEfficient customer serviceConsMay require customer support to set up » Customize your sorting rules by changing Shopify's default "Sort by" option Make the Right Choice for Your Shopify Store When deciding which IMS is best for you, remember to check which one works the best for your specific needs, not just the one with the best reviews or the cheapest price. All three of our picks scale well, but it's best to take advantage of the free trials first to make sure you're getting the right solution to manage your Shopify inventory better.

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Product organization Edit Your Shopify Product Tags Quickly With These 5 Steps Product tags are an important part of inventory control because they help you to manage and organize your products and orders like a real pro. These tags are not only intended for your customers—but they also make it easier for you to categorize and search for products within your e-commerce store, especially if product numbers increase. Shopify Product Tags Product tags are labels you can use to categorize a range of items like products, orders, customer data, blog posts, returns, and transfers. By using selected tags, you can easily search and add filters on your drop-down menus, e.g., you can group all the products you source from the same distributor for your e-commerce store together. Benefits There are many benefits of using product tags. Besides streamlining the purchasing process for both you (as the seller) and your buyers, product tags: Make it easier for sellers to create automated collections and, as a result, stay organized.Allow your customers to search and filter your products easily and efficiently. If you make a mistake and need to change your product tags, you can simply edit them. » What other benefits do product tags have? Discover how product tags affect SEO How to Edit Product Tags on Shopify There are five easy steps to editing your product tags within your Shopify store. Step 1: Log onto Shopify Go to your Shopify Admin. Step 2: Navigate to your product list Once you are admin, go to Products and then click on All products. Source: https://blog.avada.io/shopify/docs/edit-tags.html Step 3: Enter your tags Type in the tags you want to add to the product. If you need to add multiple tags, separate them with a comma. Source: https://blog.avada.io/shopify/docs/edit-tags.html Step 4: Edit the tag Delete the existing Shopify tags you want to edit by clicking on the cross icon. You'll find it near the tag. Then edit the tag to what you need the tag to read. Source: https://blog.avada.io/shopify/docs/edit-tags.html Step 5: Save your changes Locate the Save button and click on it to save the edits you've made. Source: https://blog.avada.io/shopify/docs/edit-tags.html Best Practices for Using Shopify Product Tags Below, we touch on some of the more important best practices to help you use the tags optimally and get the most out of them for your Shopify store. Use Tags for Promotions & Discounts Everybody loves a good discount. These product tags allow you to apply promotions or discounts to a group of certain products. All you need to do is add the tags to your chosen collection and show the product badges in every store section. For more flexibility, add the tags using the promotion type and not the features of a product. It's easy to reuse these tags. Create Tags Based on Shipping Details Streamline your logistics and distribution processes by creating tags based on shipping details. You can quickly and easily check on the status of orders and deliveries if you have tags that will allow you to filter according to delivery dates, urgency (e.g. the package must be delivered in time for Christmas or a birthday), zip codes, etc. The tags can also be implemented in emails if you need to send updates about cancelations or partially filled orders. This will all contribute to a better customer experience because you remain in control of all your processes. Create Reusable Product Tags Being able to reuse discounts and promotions within your e-commerce store can save you time and effort. Consider using this for events you know happen annually, e.g., seasonal sales, Christmas, Black Friday, etc. Consider a Shopify App for Product Organization There are several apps you can consider for product organization on Shopify. If you decide to choose the Bestsellers reSort app from Egnition, you will be able to take advantage of a few handy features. With Bestsellers reSort you can: Sort and order your products, change sorting rules to coordinate your clients' purchasing cycles and inclinations, and improve your store to sell more.Sort items by income, deals, or labels, advance items physically, and push sold-out products down much more.Properly organize collections, thereby selling better, increasing Return on Investment (ROI), and driving organic traffic. Bestsellers reSort Conclusion Efficient product organization can lead to increased sales. Egnition's Bestsellers reSort app with its various easy-to-use features can help you optimize your products and collections, both for yourself and your customers. If you're still unsure, try a 7-day free trial. Bestsellers reSort

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Product organization 4 Simple Steps to Creating a Percentage (%) Discount on Shopify Offering discounts to your customers is a powerful marketing tool that allows customers to feel valued and like they have greater purchasing power. This can quickly boost your brand's popularity, drive a higher number of sales, and, ultimately, increase your profits. Percentage-based discounts apply a discount to the total of an order or a specific product according to your specified discount amount, e.g., 20% off. This discount remains constant regardless of the price or currency that's used. Follow these simple steps to add a percentage discount on Shopify. 1. Navigate to the 'Discounts' Tab Log in to your Shopify Admin and navigate to the Discounts tab on the left. 2. Create a Discount From the Manage Discounts and Promotions window, click Create Discount. From the pop-up window, select the class of discount you wish to create. For % discounts, choose from Amount Off Products or Amount Off Orders. 3. Configure the Attributes of the Discount Next, you'll need to configure the attributes of your discount: Discount Code Decide if you want the discount to be automatic or if your customer will need a discount code. For automatic discounts, input a title you wish your customers to see. If you opt for a code, you can manually input a discount code of your choice or choose to automatically generate it. Options Under the Value section, you can choose from a percentage discount or a fixed amount. Select Percentage and enter the % discount you wish to offer. Applies to In the same Value box from the above step, select what the discount is applied to. You'll have the options of: Specific collectionsSpecific products Once you've selected specific products or collections, click Browse to search for the collection or products you wish to apply the discount to. Minimum Requirement Next, you'll need to set the minimum purchase requirements to activate the discount. Your options include: No minimum requirementsMinimum purchase amountMinimum quantity of items If you wish for no minimum requirements, select the relevant box and move on. If you wish to set a minimum purchase amount, select Minimum Purchase Amount and enter the amount (in your store's currency) that customers need to spend to obtain the discount. To set limits by item quantity, select Minimum Quantity of Items and enter the required value. Customer Eligibility Under the Customer Eligibility box, you'll be able to select which customers, or which type of customers, will qualify to use the discount. You can choose from: All customersSpecific customer segmentsSpecific customers For specific customers, select Browse and choose the customers you want to make eligible for the discount. For specific customer segments, select browse and choose one of the following segments: Customers who haven't purchasedCustomers who have purchased more than onceAbandoned checkouts in the last 30 daysEmail subscribers Usage Limits Next, decide whether you want to limit customers to the number of times they can use the discount. Select either: Limit to one use per customer, orLimit number of times this discount can be used in total If you want to set a usage limit, select the relevant box and input the value. Active Dates Finally, select the dates your discount should run. Select a start date and time, but choosing an end date is optional. 4. Save & Promote Your Discount Once you've configured your discount, you can review its details in the box on the right-hand side of your screen. If you're happy with your configuration, select Save Discount and your percentage discount will be added to your Shopify store. Once your discount is saved, you can promote it throughout social media and your other chosen marketing channels. Conclusion The process of adding discounts by percentage on Shopify is straightforward, but specific situations and conditions require more in-depth thought. Using an app such as Order to Discount by Egnition will automate your customer care process and allow you to create specific email and discount templates. This will ensure that your customers get the best available support, feel valued regardless of their situation, and, ultimately, bring them back over and over, thus boosting your sales and ROI. Order to Discount

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