OPSync User Guide

Complete Tutorial for All Features

📝 This guide provides detailed instructions for using all OPSync features. First-time users should read through in order.

1. Installation
2. Bulk Editing Features
   • Bulk Price Changes
   • Bulk Title Changes
   • Bulk Description Changes
   • Schedule Settings
3. Catalog Management
   • Product Categories
   • Collection Sorting
4. Customer Loyalty Management
   • VIP Tags & Member Ranks
   • Product-Based Tagging
5. Alert Features
   • Low Stock Alerts
   • High-Value Order Alerts

Step 1: Install from Shopify App Store

1. Visit the OPSync page on Shopify App Store
2. Click the “Install app” button
3. Review the permissions screen and click “Install”
4. After installation, “OPSync” will appear in your Shopify admin’s “Apps” section

🎯 Use Cases

• Flash sale price changes
• End-of-season markdowns
• Collection-wide price adjustments

📋 Instructions

1. Open OPSync app and select “Bulk Edit” → “Price Changes”
2. Select target products (individual selection or by collection)
3. Choose change method:
   • Fixed Price: Set all to the same price
   • Discount Percentage: e.g., 20% off all items
   • Fixed Amount Change: e.g., -$5 off all items
4. Schedule settings (optional):
   • Start Date/Time: When to apply price changes
   • End Date/Time: When to revert to original prices
5. Click “Preview” to review changes
6. Click “Execute” button

🎯 Use Cases

• Add prefixes like “[SALE]” or “[NEW]” in bulk
• Temporary campaign title changes
• Apply uniform formatting to product names

📋 Instructions

1. Select “Bulk Edit” → “Title Changes”
2. Select target products
3. Choose change method:
   • Add Prefix: e.g., Add “[30% OFF]” to beginning
   • Add Suffix: e.g., Add “| Free Shipping” to end
   • Find & Replace: e.g., Replace “T-Shirt” with “Tee”
4. Schedule settings (optional)
5. Review preview, then execute

All bulk editing features (prices, titles, descriptions) support scheduling. Set sale periods to automatically restore original content.

📅 Schedule Options

• Execute Immediately: Apply changes right after setup
• Start Date/Time: Apply changes at specified time
• End Date/Time: Restore to original state at specified time
• Timezone: Configure in your local timezone

Enable advanced sorting rules impossible with Shopify’s standard features.

🔧 Sorting Options

Automatically tag customers based on cumulative purchase amounts. Identify VIP customers for special treatment and targeted marketing.

📋 Instructions

1. Select “Customer Management” → “Member Rank Settings”
2. Set rank conditions:
   • Bronze: Total purchases $300+
   • Silver: Total purchases $1,000+
   • Gold: Total purchases $3,000+
   • VIP: Total purchases $5,000+
3. Set tag names for each rank
4. Enable “Auto-Update” (daily automatic rank assessment)
5. Save settings

Receive automatic notifications when inventory falls below set levels. Prevent stockouts of best-selling products and reduce lost sales.

📋 Instructions

1. Select “Alert Settings” → “Stock Alerts”
2. Click “Create New Alert”
3. Select target products:
   • Individual products
   • Entire collections
   • All products
4. Set threshold (e.g., notify when inventory ≤ 5 units)
5. Choose notification method:
   • Email notification
   • Slack notification (requires Webhook URL)
   • LINE notification (requires LINE Notify setup)
6. Enter notification destination
7. Save and enable

Receive instant notifications for orders exceeding specified amounts. Never miss important VIP orders or bulk purchases, enabling faster response.

📋 Instructions

1. Select “Alert Settings” → “High-Value Order Alerts”
2. Set amount threshold (e.g., $1,000+)
3. Choose notification method (Email/Slack/LINE)
4. Set notification destination
5. Customize notification content (optional):
   • Order number
   • Customer name
   • Order amount
   • Product details
6. Save and enable

Q1. Can I cancel scheduled changes?

Yes, you can cancel before execution. Go to “Bulk Edit” → “Schedule Management” and delete the relevant schedule.

Q2. Is there a history of bulk changes?

Yes, all bulk changes are recorded. View past changes in the “History” tab.

Q3. Will I receive multiple stock alert notifications?

No, you’ll only receive one notification when the threshold is first crossed. You’ll be notified again if inventory is replenished and then falls below the threshold again.

Q4. Can I apply the same sorting rules to multiple collections?

Yes, select multiple collections to apply sorting rules in bulk.

📖 Need More Help?

Check out our comprehensive FAQ page for more answers:

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