Admin Guide

Auto Restock Scheduler Admin Guide

A complete walkthrough for store owners — set up automatic, scheduled inventory updates directly inside Shopify Admin.

Install

→

Create a Schedule

→

Pick Products

→

Set Timing

→

Activate

→

Monitor Runs

▶ Use arrow keys or the buttons below to navigate. Press Ctrl+P to print / export as PDF.

Overview

What We'll Cover

1What Auto Restock Scheduler Does
2The Schedules Dashboard
3Creating a Schedule
4Restock Rules & Actions
5Running & Managing Schedules
6Products Page
7Run History & Logs
8Settings & Metafields
9Plans & Limits
10Setup Checklist & FAQs

Section 1

What Auto Restock Scheduler Does

Set inventory changes to happen automatically — on the day and time you choose, repeating as often as you need

📅

Scheduled Updates

Run inventory changes daily, weekly, or monthly — or as a one-time event at a future date and time.

📦

Set or Adjust Stock

Set quantities to an exact number, or adjust up/down by a delta — per product and per location.

🔄

More Than Inventory

Activate or deactivate products, and turn "continue selling when out of stock" on or off — on a schedule.

📊

Full Audit Trail

Every run is logged with status, duration, and the exact change made to each product.

💡 All changes are written straight to your Shopify inventory through the official Admin API — no spreadsheets, no manual edits.

Section 1 (continued)

Key Concepts

ASchedule — a saved automation rule. It holds a list of products, a target location, a restock rule, and a date/time to run.
BRestock rule (action) — what happens when the schedule runs: set quantity, adjust quantity, activate/deactivate products, or toggle "continue selling".
CRepeat interval — how often it runs: don't repeat (one-time), or every N days / weeks / months.
DLocation — the Shopify warehouse/location the inventory change applies to (for inventory rules).
ERun — a single execution of a schedule, automatic or manual. Each run produces a log entry.

▶ The navigation menu has five sections: Schedules, Products, Run History, Settings, and App subscription.

Section 2

The Schedules Dashboard

Your home page — key counts and every schedule at a glance

Auto Restock Scheduler — Schedules

Schedules

Active Schedules

3 / Unlimited

Products Managed

128

Next Scheduled Run

Jun 20, 09:00 AM

Title	Location	Next restock on	Action	Status
Weekly best-sellers	Main Warehouse	Jun 20, 09:00 AM Every 1 week	Set inventory quantity	ACTIVE
Monthly top-up	Main Warehouse	Jul 1, 06:00 AM Every 1 month	Adjust inventory quantity	ACTIVE
Holiday launch	—	Dec 1, 08:00 AM One-time only	Activate products	INACTIVE

Section 2 (continued)

Dashboard Features

🔢

Summary Metrics

Active Schedules (count vs. your plan limit), Products Managed across all schedules, and the Next Scheduled Run.

📋

Schedule Table

Title, location, next run with its repeat pattern, the action badge, status, and last-updated date. Click a title to open it.

➕

Create New Schedule

The primary button (top-right) starts a fresh schedule. Disabled with an upgrade prompt if you've hit your active-schedule limit.

🎯

Onboarding Card

First-time guidance that walks you through creating your first schedule and adding products. Dismisses automatically once done.

✅

Status at a Glance

ACTIVE schedules run on time; INACTIVE ones are paused and never execute until reactivated.

📁

Pagination

Schedules are listed 10 per page so large catalogs stay easy to browse.

Section 3

Creating a Schedule

Step 1 — name it, choose a location, and pick your products

Create new schedule — Choose product & location

Choose product & location

Schedule title *

Select location *

Shown for inventory rules only — hidden for status & selling-policy actions.

12 products selected

Selected 12 of 1,000 product variants allowed by your current plan.

💡 Product listing opens Shopify's native product picker. Select whole products or individual variants — each variant counts toward your plan's product limit.

Section 3 (continued)

Per-Product Settings

Each selected product gets its own quantity and a live preview of the change

Selected products

📦

Trail Runner Tee Medium / Blue

SKU: TR-TEE-M-BL · Available: 42

Restock quantity

Will set quantity to: 100 units

View inventory Remove

💡 The helper text previews the result: "Will set quantity to: 100 units" for the Set rule, or "After adjustment: 150 units" for the Adjust rule. Available stock is color-coded (green > 10, amber < 10, red = 0).

⚠ For the Set rule with quantity 0, a "Stop selling when out of stock" checkbox appears so you can close the variant when it hits zero.

Section 3 (continued)

Step 2 — Scheduling

Choose when it runs and how often it repeats

Scheduling

ACTIVE

Schedule date

Hour

Minute

Timezone: America/Denver (auto-detected from your browser)

Repeat interval

Repeat period

Restock reason

💡 Pick "Don't repeat" for a one-time event. Otherwise set Every N + Day/Week/Month. Available periods depend on your plan (Free is weekly & monthly only).

Section 4

Restock Rules & Actions

The Restock rule dropdown groups six actions into three categories

📐

Set quantity to X

Sets inventory to an exact number at the chosen location. Per-product quantities. Can repeat

➖➕

Adjust quantity by X

Adds or subtracts a delta from current stock (use negatives to reduce). Per-product values. Can repeat

✅

Activate products

Changes product status from Draft to Active. No location or quantity needed. One-time

📄

Deactivate products

Sets products to Draft (hides them from the storefront). One-time

🔓

Turn ON "Continue selling"

Allows the variant to keep selling when out of stock (oversell). One-time

🔒

Turn OFF "Continue selling"

Stops the variant selling once it hits zero. One-time

Section 4 (continued)

How Rules Behave

1Inventory rules (Set / Adjust) require a location, a per-product quantity, and a restock reason, and they can repeat.
2Status rules (Activate / Deactivate) and selling-policy rules (Continue selling on/off) need no quantity or location, and run one-time only — the repeat options are hidden.
3The Restock reason (Restock, Correction, Return, etc.) is recorded in Shopify's inventory history, so your audit trail stays accurate.
4Switching the rule updates the rest of the form automatically — fields that don't apply disappear.

💡 Use Set for "always top up to this level" and Adjust for "add this many each cycle." Combine a Deactivate one-time schedule with a future Activate to plan product launches.

Section 5

Running & Managing

Actions available on an existing schedule's detail page

Weekly best-sellers

Schedule saved successfully.

A Save / Discard bar appears at the bottom of the screen whenever you have unsaved changes.

▶Run Now executes the schedule immediately (with a confirmation). Disabled while saving, when there are unsaved changes, or when inactive.
⏸Activate / Deactivate pauses or resumes the schedule without deleting it.
🗑Delete removes the schedule permanently (with confirmation) — it can't be undone.

Section 5 (continued)

Safeguards & Confirmations

1The contextual save bar blocks accidental navigation while you have unsaved edits — use Save to commit or Discard to revert.
2Run Now, Delete, and Remove product each ask for confirmation before acting.
3Required fields are validated on save — e.g. "Title is required" or "Select at least one product" — shown inline in red.

⚠ A manual Run Now applies the change to live Shopify inventory exactly like a scheduled run — and is logged in Run History the same way.

Section 6

The Products Page

See which products are scheduled — and which aren't — in two tabs

Products

Scheduled Products Unscheduled Products

Product	Schedule	Restock On	Qty	Action	Status
Trail Runner Tee · M/Blue	Weekly best-sellers	Jun 20, 09:00 Every 1 week	100	Set to 100	ACTIVE
Summit Cap · OS	Monthly top-up	Jul 1, 06:00 Every 1 month	+50	Adjust by +50	ACTIVE

💡 The search box filters by title, variant, SKU, product type, or vendor. The Scheduled tab shows restock dates and actions; the Unscheduled tab lists products not yet in any schedule.

Section 6 (continued)

Scheduling from Products

On the Unscheduled tab, add a product to a schedule in one step

💡 Click Schedule inventory on any unscheduled product. Add it to an existing schedule with a custom quantity, or jump straight into creating a new one with the product already selected.

Section 7

Run History

Every execution — across all schedules — with status, timing, and counts

Run History

Total runs

312

Successful (7d)

28

Failed (7d)

1

Schedule	Status	Executed At	Products	Duration	Rule
Weekly best-sellers	success	Jun 13, 09:00:02 AM	12	245ms	Set inventory quantity
Monthly top-up	success	Jun 1, 06:00:01 AM	40	3.5s	Adjust inventory quantity
Weekly best-sellers	error	Jun 6, 09:00:03 AM	0	180ms	Set inventory quantity

💡 Run History (in the nav) shows every store-wide run with 7-day success/fail metrics. Each schedule also has its own Run History button for a filtered view.

Section 7 (continued)

Run Details

Click any run to see exactly what changed

Run detail

Status

success

Rule

Set inventory

Duration

245ms

Products

12

Location: Main Warehouse

Products (12)

Trail Runner Tee · M/Blue	Set to 100
Summit Cap · OS	+50

🔍 Failed runs show the full error message so you can see what went wrong. From a product's row you can also open its inventory history directly in Shopify Admin.

Section 8

Settings & Metafields

Choose which product & variant metafields appear in the app's product lists

Metafield Display Settings

Select which metafields to display in product lists

Product Metafields

2 selected

Namespace: custom

Reorder point Integer Supplier Single line text Lead time Integer

💡 Selected metafields show up beside each product when building a schedule — handy for surfacing reorder points or supplier info. Use the bottom Save bar to apply changes. If your store has no metafields, this page explains how to create them in Shopify.

Section 9

Plans & Limits

Every plan includes all features — they differ by schedule count, product limit, and frequency

Free

2 active schedules
10 product variants
Weekly & monthly

Professional Popular

Unlimited schedules
1,000 product variants
Daily, weekly & monthly

Plus

Unlimited schedules
2,000 product variants
Daily, weekly & monthly

Change your plan from the App subscription menu — it opens Shopify's billing page.

💰 Current pricing is shown on the Shopify billing page when you open App subscription. Billing is handled entirely by Shopify and appears on your Shopify invoice.

Section 9 (continued)

When You Hit a Limit

1Active-schedule limit: on the Free plan you can have 2 active schedules. Beyond that, Create new schedule is blocked with a prompt to upgrade.
2Product-variant limit: the product picker stops you adding more variants than your plan allows and shows how many of the limit you've used.
3Repeat frequency: daily repeats require Professional or Plus. The Free plan offers weekly and monthly.
4Free up slots by deactivating schedules you don't currently need — only active schedules count toward the limit.

💡 Upgrading is instant — once your new plan is active, the higher limits apply immediately and the create button unlocks.

Getting Started

Setup Checklist

From install to your first automated restock

1Install the app and choose a plan — you'll land on a welcome screen, then the Schedules dashboard.
2(Optional) Open Settings and pick any metafields you want visible while building schedules.
3Tap Create new schedule, give it a title, and pick a location.
4Use Product listing to select products and set each one's restock quantity.
5Choose a restock rule, the date & time, and a repeat interval.
6Save, make sure the status is ACTIVE, and optionally Run Now to test it.
7Check Run History after the first run to confirm everything updated correctly.

FAQ

Frequently Asked Questions

Q
What's the difference between "Set" and "Adjust"?
Set writes an exact number (e.g. always bring stock to 100). Adjust adds or subtracts a delta from whatever the current quantity is (e.g. +50 each week). Use negative values with Adjust to decrease stock.
Q
When exactly does a schedule run?
At the date and time you set, in your detected timezone. If it repeats, the next run is calculated as that time plus your interval (e.g. + 1 week). One-time schedules run once and then stop.
Q
Can I test a schedule without waiting?
Yes — open the schedule and tap Run Now. It applies the change immediately to live Shopify inventory and creates a Run History entry, just like a scheduled run.
Q
Do inactive schedules still run?
No. Only ACTIVE schedules execute. Deactivate a schedule to pause it without losing its configuration — and to free an active-schedule slot.

FAQ (continued)

Troubleshooting Issues

Q
A run shows an "error" status.
Open the run in Run History to read the full error message. Common causes: a product or variant was deleted, the location was removed, or the variant isn't stocked at that location. Fix the product/location and run again.
Q
I can't create another schedule.
You've reached your plan's active-schedule limit. Deactivate one you don't need, or upgrade via App subscription. Only active schedules count toward the limit.
Q
The product picker won't let me add more items.
You've hit your plan's product-variant limit. Remove some variants, split products across multiple schedules, or upgrade for a higher limit.
Q
My custom fields don't show on products.
Go to Settings → Metafield Display Settings and tick the metafields you want, then Save. If none are listed, create the metafields in your Shopify admin first.

Thank You

You're All Set!

Your inventory now updates itself — on schedule, automatically

📅

Schedule More

Add schedules for different products, locations, or seasons as your needs grow

📊

Watch the Logs

Check Run History regularly so you catch any failed runs early

🚀

Scale Up

Upgrade your plan for unlimited schedules, daily runs, and higher product limits

💬 Need help? Use the in-app support page, or revisit the onboarding card on the Schedules dashboard anytime.