From install to your first automated FEFO deduction in under 5 minutes. Follow these 9 steps to protect your perishable inventory on Shopify.
After installing from the Shopify App Store, open FreshGuard AI from your Shopify Admin sidebar. The app will automatically provision the required Metaobject schemas and webhook subscriptions on your store. No manual configuration needed.
On first launch you will be prompted to choose a plan. The Free Plan supports up to 15 tracked products, 1,000 orders/month, and multiple store locations. Upgrade to the Pro Plan ($9/mo) for unlimited products, unlimited orders, advanced Financial Analytics, and automated discount syncing.
Navigate to the Products tab. FreshGuard fetches all your Shopify product variants in real time. Use the search bar to find perishable products and click 'Add Batch' next to any variant to begin tracking it. You can track products individually or bulk-import via CSV.
In the 'Add Batch' modal, fill in: Batch Number (e.g. LOT-2026A), Expiry Date, Initial Quantity, Location (fetched from your Shopify locations), and optionally GTIN/Barcode, Invoice Number, Cost Per Unit, and Supplier. Click 'Add Batch' — FreshGuard saves it as a Shopify Metaobject and optionally adjusts your live inventory count.
You don't need to do anything when an order is placed. FreshGuard listens to the orders/create webhook and automatically deducts quantities from the batch expiring soonest (FEFO). Each order is tagged with the Batch Number (e.g. Batch:LOT-2026A) and a consumed_batches metafield is written for recall traceability.
Visit the Inventory Batches tab to see all active, out-of-stock, and expired batches across your store. Click any batch name to jump to its full Batch History audit log. Click 'View Orders' to see all Shopify orders that consumed that specific batch.
In the Preferences tab, configure: (1) Expiry pre-actions — how many days before expiry to trigger automation. (2) Automated discounting — set a trigger window and discount percentage, then click 'Run Discount Sync Now' to apply on demand (Pro). (3) Automated tagging — click 'Run Tag Sync Now' to apply 'Expiring Soon' tags on demand. (4) Email notifications — configure notification emails (email digests are coming in a future update; use the Dashboard and Analytics pages to monitor expiry status). (5) Inventory sync — decide if batch adjustments reflect in Shopify inventory counts.
The Analytics tab (Pro-only) gives you a real-time financial picture: Total Active Inventory Value, Value at Risk (expiring within your threshold), Total Wastage from expired stock, Inventory Health Score, and a 4-month Expiration Value Forecast. Export to CSV for accounting.
If you ever need to recall a batch due to quality or safety issues, navigate to Recall Report. Select the batch number, and FreshGuard instantly shows every order that received that batch. Once your app is approved for Shopify Protected Customer Data access, the report will also display customer names and emails. Export as CSV for regulatory compliance and direct outreach.
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