Choose the right inventory layer
Weekly Schedule Inventory: global simple stock, variant stock, and low-stock thresholds for regular products.
Specific Date/Drop Inventory: product, variant, choice, or category limits shared by all days and locations in one drop edition.
Product-specific blocks: prevent one regular product from being sold on a date without blocking the entire schedule.
Open a drop’s management sheet and choose Inventory, or open the Weekly Schedule sheet and select its Inventory tab.
How caps behave
The tightest effective remaining quantity controls storefront availability. A direct product or variant cap and a category cap can both apply. For recurring windows, bulk updates affect currently scheduled future occurrences; newly generated occurrences do not automatically inherit category caps.
What customers see
Customers see remaining availability, limited or sold-out states, and only the options with positive effective inventory. Low-stock alerts are a baker-facing dashboard concern and do not necessarily send an email for manual edits.
Common problems
Stock looks unlimited: the product may use no tracking; set tracking to simple or variants when you need a quantity.
A drop sold out while global stock remains: inspect the occurrence cap or category cap.
A recurring series lost a category cap: review future occurrences after extending or regenerating the series.
Restock demand is not tied to a date: product-only restock subscriptions are separate from occurrence-scoped subscriptions.
Limit individual choices
Published product choices can have separate stock limits in Planner. Choose the weekly/global scope or the specific drop edition before setting limits. A choice without tracking is unlimited; a tracked balance of zero is sold out. You can also set a limit shared across a group of choices.
A menu built with Use existing products uses each linked product’s stock and size limits. The menu itself does not add another stock pool. Choice selection rules, such as an exact box count, still apply alongside stock limits.
Stock is shared across days and locations
One edition has one stock pool, even when it contains multiple pickup or delivery blocks. A limit of 20 loaves with Thursday and Saturday pickup means 20 total. Selling five for Thursday leaves 15 available across the remaining choices; it does not leave a separate 20 for Saturday.
Changing locations or adding another block does not create more inventory. Each recurring edition has its own pool. The management sheet’s Inventory date identifies that edition’s anchor, even when you open it from a later pickup day.
Stop orders without changing stock
Use Customer orders > Stop accepting orders in the selected drop’s management sheet when you want to stop taking preorders. It closes that edition across all pickup days and locations without zeroing stock, releasing checkout reservations, or changing existing orders and pickup details. You can still manage the closed edition in Planner.
Adding stock does not reopen a manually closed edition. Use Reopen orders, confirm a future cutoff, and review the remaining stock and pickup eligibility. See ordering controls and cutoffs.
Next steps
Plan availability
Plan: Inventory controls for physical products and Planner are available on Free.
Keywords
inventory planner, stock quantity, variant stock, occurrence cap, category cap, low stock alert, sold out, restock