Master every tool in your bulk management toolkit. Learn how to configure complex multi-condition search rules, run live before-and-after diff previews, automate SKU generation, and sync inventory across global fulfillment locations.
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Quick Start
Getting Started & Installation
Essential
RATEX Bulk Manager runs natively inside your Shopify Admin as an embedded app. It connects directly to Shopify's modern GraphQL Admin API without requiring third-party accounts, external database syncs, or risky spreadsheet exports.
📋 Step-by-Step Instructions
1. Install via Shopify App Store
Search for 'RATEX Bulk Manager' on the Shopify App Store and click 'Install'. Review the requested permissions (Product Read/Write, Inventory Read/Write, Location Read).
2. Automatic Embedded Launch
Once installed, access RATEX directly from your Shopify Admin navigation under Apps > RATEX Bulk Manager. No external passwords or logins required.
3. Choose Your Plan
Start with our Free Tier to test core bulk edits, or upgrade to Pro / Advanced with Shopify's 1-click billing approval for unlimited high-volume catalog jobs.
💡 Pro Tips & Best Practices
RATEX uses Shopify App Bridge session tokens, ensuring 100% security with zero third-party cookie dependencies.
Your store data is never stored on external third-party servers. All product operations are executed in real-time directly through Shopify's secure GraphQL engine.
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Core Features
Bulk Operations Hub
Most Popular
The Bulk Operations Hub is your central command center. Filter tens of thousands of items using combined conditions, select your bulk action formula, verify changes in the live interactive diff preview table, and execute with automatic rate-limit throttling.
📋 Step-by-Step Instructions
Step 1: Set Search Filters (Multi-Condition)
Combine multiple attributes such as Product Title, Vendor, Product Type, SKU, Tags, Current Price, Inventory Level, or Status. Use AND / OR operators to target exact item segments.
Step 2: Choose Bulk Action & Formula
Select what you want to modify: Adjust Price (% or fixed), Set Compare-At Price, Update Inventory, Generate SKUs, or Add/Remove Tags.
Step 3: Preview Before Committing (Live Diff)
Click 'Preview Changes'. A visual diff table shows the original value in red and the proposed new value in green. Nothing is modified in your Shopify store until you confirm.
Step 4: Execute Safely
Click 'Apply Changes'. RATEX handles rate limits via GraphQL batch queues and shows live progress bars with item-by-item status.
💡 Real-World Merchant Scenarios
Storewide Black Friday Sale
Scenario: Discount all items tagged 'Summer' by 20% while setting the original price as the Compare-at price.
✓ Takes under 60 seconds across 10,000+ variants without manual spreadsheet editing.
Bulk Psychological Price Rounding
Scenario: Apply psychological ending (.99 or .95) across all products in the 'Footwear' collection.
✓ Eliminates weird uneven numbers created by percentage markups.
Archive Dead Inventory
Scenario: Find all products with Inventory = 0 that haven't been updated in 90 days and set status to Draft or Archived.
✓ Keeps your storefront clean and prevents customer frustration from out-of-stock items.
💡 Pro Tips & Best Practices
Always review the 'Before vs After' preview table before confirming high-volume operations.
Need to undo? Head over to the Activity History tab where recent operations can be inspected or reversed.
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Core Features
Bulk Variant Matrix Manager
Time Saver
Creating and maintaining product variants in default Shopify admin can require dozens of clicks per product. RATEX's Bulk Variant Matrix lets you generate complex variant combinations and modify variant attributes simultaneously.
📋 Step-by-Step Instructions
1. Select Base Products
Search for one or more products you want to add or synchronize variants across.
2. Define Option Permutations
Add Option dimensions (e.g. Size: S, M, L, XL; Color: Black, Navy, Olive). The generator automatically calculates the full Cartesian product matrix.
3. Bulk Set Pricing & Policies
Specify default prices, barcode formats, inventory tracking policies, and weights across all generated variants at once.
Scenario: A boutique has 50 new t-shirt designs, each needing 5 sizes and 4 colors (1,000 total variants).
✓ Created in 1 batch in under 2 minutes instead of 8+ hours of repetitive manual data entry.
Standardize Variant Weights
Scenario: Update shipping weights for all 'Large' variants across multiple vendors to 0.45 kg.
✓ Ensures accurate shipping rate calculation at checkout and prevents shipping loss.
💡 Pro Tips & Best Practices
Shopify allows up to 3 option names (e.g., Size, Color, Material) and up to 100 variants per product (or 2,000 in newer Shopify API releases where enabled).
RATEX automatically warns you if an operation would exceed Shopify's product variant limits.
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Inventory & Logistics
Multi-Location Inventory Hub
Modern Shopify merchants operate across multiple physical stores, warehouses, and 3PL fulfillment centers. RATEX provides a unified inventory grid to view and adjust stock levels across all your Shopify store locations in real time.
📋 Step-by-Step Instructions
1. Select Target Locations
Choose individual store locations (e.g., Main Warehouse, Downtown Retail, West Coast 3PL) or select 'All Locations'.
2. Choose Stock Operation
Select 'Add Stock' (increase by N), 'Deduct Stock' (decrease by N), or 'Set Exact Stock' (override to N).
3. Apply Safety Stock Thresholds
Set minimum buffer quantities to prevent overselling during high-traffic flash sales or holiday promotions.
4. Batch Sync
Execute the inventory update. Quantities update instantly across Shopify POS and online checkout.
💡 Real-World Merchant Scenarios
Warehouse Restock Delivery
Scenario: Received a supplier shipment of 50 units for 200 different SKUs at 'Main Distribution Warehouse'.
✓ Bulk add +50 to all matching SKUs in a single click.
Inventory Audit Reconciliation
Scenario: Physical store count shows discrepancies across 150 items at a retail location.
✓ Directly key in verified numbers into the spreadsheet-like grid and sync with one action.
💡 Pro Tips & Best Practices
Inventory operations utilize Shopify's `inventorySetQuantities` and `inventoryAdjustQuantities` GraphQL mutations for atomic accuracy.
Stock adjustments are logged with timestamped location history for complete inventory audit trails.
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Automation & Tools
SKU Generator & Standardizer
Inconsistent SKUs cause fulfillment delays, warehouse picking errors, and inventory confusion. RATEX empowers you to enforce clean, systematic SKU conventions across your entire catalog using dynamic variables.
📋 Step-by-Step Instructions
1. Formulate SKU Pattern
Input your pattern combining static characters and tokens, for example: {VENDOR}-{TITLE}-{OPTION1}-{OPTION2}
{VENDOR}-{TITLE}-{OPTION1}-{OPTION2}
2. Set Formatting Rules
Choose case rules (UPPERCASE, lowercase), delimiter character (`-`, `_`, `/`), and character replacement for spaces and special symbols.
3. Check Collision / Duplicate Detection
RATEX automatically scans your existing store SKUs to ensure no duplicate SKU codes are generated.
4. Apply to Store
Preview the generated codes alongside existing SKUs, then click Apply to update Shopify.
🔤 Supported Smart SKU Tokens
Token Variable
Description
Example Output
Action
{VENDOR}
Vendor or brand abbreviation (first 3-4 chars, uppercase)
Avoid special characters like `#`, `@`, or quotes in SKUs as barcode scanners and shipping carriers often misinterpret them.
Using `{VENDOR}-{TITLE}-{OPTION1}` creates intuitive SKUs that warehouse staff can read at a glance.
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Automation & Tools
Conditional Rules Engine (WHEN ➔ THEN)
Automation
Instead of manually checking stock levels or adjusting tags every day, the Conditional Rules Engine lets you create intelligent automated workflows that keep your catalog perfectly organized.
📋 Step-by-Step Instructions
1. Define Trigger Condition (WHEN)
Specify criteria based on inventory, price, vendor, tags, or publication date.
2. Define Desired Action (THEN)
Choose status update, tag addition/removal, price adjustment, or notification.
3. Save & Run On-Demand or Scheduled
Save rules into your library to execute anytime with 1 click across new inventory batches.
💡 Real-World Merchant Scenarios
Low Stock Auto-Draft
Scenario: WHEN total store inventory drops below 1 unit, THEN automatically change product status to 'Draft'.
✓ Prevents backorders and negative reviews for discontinued items.
High Inventory Clearance Auto-Tagging
Scenario: WHEN inventory is greater than 100 units AND days created > 60, THEN add tag 'Clearance-Sale' and apply 15% discount.
✓ Automatically drives slow-moving inventory into promotional collections.
Automatic Compare-At Markup
Scenario: WHEN new product is created, THEN set compare-at price to Price * 1.30 rounded to .99.
✓ Instantly establishes psychological retail MSRP without calculating manually.
💡 Pro Tips & Best Practices
Create modular rules so you can chain workflows together for seasonal product drops.
All rule executions are recorded in the Activity History log for easy auditing.
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Security & Management
Activity History & Audit Logs
Maintain total visibility over team operations. The Activity History log records every bulk action executed within RATEX, giving store owners peace of mind and accountability.
📋 Step-by-Step Instructions
1. Review Timestamped Logs
See exact date, time, action type (Price, SKU, Inventory, Tags), and number of affected products.
2. Inspect Item Details
Click on any log entry to view the specific product IDs, original values, and updated values.
3. Rollback Operations (Undo)
Made a mistake on a promotional discount? Use the 1-Click Rollback feature to restore pre-operation values across all affected items.
💡 Pro Tips & Best Practices
Activity history logs are kept securely in compliance with merchant privacy standards.
Audit logs are essential for stores with multiple staff members making catalog updates.
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Billing & Plans
Subscription Plans & Limits
RATEX Bulk Manager uses official Shopify Managed Billing API v2. All charges appear directly on your regular monthly Shopify invoice. No separate credit card entry is needed.
📋 Step-by-Step Instructions
Free Tier
Designed for small stores getting started. Includes core bulk operations up to monthly product volume limits.
Pro Plan
Ideal for growing brands. Higher volume limits, full conditional rule recipes, and priority processing speeds.
Advanced Plan
For high-volume merchants, enterprise brands, and agencies managing extensive multi-thousand SKU catalogs with zero limits.
Managing / Cancelling Your Subscription
You can upgrade, downgrade, or cancel anytime directly in the app under 'Pricing Plans'. If uninstalled, Shopify immediately ceases all recurring charges.
💡 Pro Tips & Best Practices
Plan upgrades are prorated automatically by Shopify's billing system.
Development stores and Shopify App Reviewers receive test charges automatically without real billing deductions.
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Security & Management
Security, Privacy & App Store Compliance
Certified
RATEX Bulk Manager is built in strict accordance with the Shopify App Store Requirements and global privacy regulations (GDPR, CCPA, CPRA).
📋 Step-by-Step Instructions
Zero Third-Party Cookies
We exclusively utilize Shopify App Bridge session tokens, ensuring seamless operation in all modern browsers with third-party cookie restrictions.
Automated Mandatory Webhooks
Fully implemented mandatory compliance webhooks: `customers/data_request`, `customers/redact`, and `shop/redact`. When an app is uninstalled, all store tokens are deleted automatically.
Shopify GraphQL Leaky Bucket Throttling
RATEX monitors Shopify API call limits in real-time. If API point thresholds approach 90%, requests auto-pause and resume smoothly to avoid 429 errors.
💡 Pro Tips & Best Practices
RATEX does not collect or store personal customer data or payment details.
Review our full Privacy Policy anytime at `/privacy`.
