Stock Reservation

Reserve inventory for upcoming subscription renewals via Shopify draft orders.

Available on all plans. PricePilot creates Shopify draft orders to reserve inventory for upcoming subscription renewals, so one-off orders cannot sell the stock your subscribers are about to be charged for.

How it worksCopy Anchor Link

1. PricePilot scans upcoming Recharge charges within your reservation window.
2. It aggregates demand by product variant across all upcoming charges.
3. Draft orders are created in Shopify to reserve the required inventory.
4. As charges are processed and become real orders, the matching draft orders are removed.

Reservation limitCopy Anchor Link

Each plan holds up to a set number of units of stock at once: 300 on Starter, 2,000 on Pro, 10,000 on Large Business and 20,000 on Ultra. A unit is one item in a draft order, so a renewal of 2 jars and 1 lid counts as 3 units.

When your upcoming renewals need more than your limit, PricePilot holds stock for whole renewals in the order they are due, soonest first, until the next renewal no longer fits. Later renewals are held as the earlier ones are charged. A single renewal larger than your whole limit is never held and does not hold up the renewals behind it. A later renewal's reservation can be released to make room for one due sooner.

Items that are out of stock don't use up your limit. PricePilot gives those units to the next renewals in line, so the units reserved on your dashboard reach your limit whenever there is stock to hold. The out-of-stock report lists what couldn't be held.

Product rulesCopy Anchor Link

Available on Pro plans and above. PricePilot reserves every product unless you add product rules on the Stock reservations page. Add products or collections from your Shopify catalogue to either list:

• Never reserve: stock for these is never held, so they stay on sale. Useful for fallback or filler items that reservations would otherwise make look out of stock.
• Reserve early: stock for these is held for renewals further ahead than your lookahead, up to the time you choose (for example, seasonal designs for renewals two months out). Renewals inside your lookahead still hold every product as usual.

A collection is read again on every run, so a smart collection such as "tag is christmas" follows your catalogue as products move in and out of it. Inside a Recharge bundle, an item follows its own product's rule or the bundle's. A product on both lists is never reserved. Reserved-early stock counts towards your reservation limit like any other, and renewals are still held soonest first.

ReportsCopy Anchor Link

PricePilot generates two CSV reports for each reservation run:

• Reservation report: every product reserved, with quantities and variant details
• Out-of-stock report: products where demand exceeded available inventory

Both reports include a Priority Reason column showing whether a reservation was standard, matched from a VIP tag, or taken from the manual VIP list.

Download both from the bottom of the Reservations page.

VIP PriorityCopy Anchor Link

Available on all plans. VIP Priority gives selected customers first pick of newly available stock during a reservation run.

What you can configure:

• A manual VIP list of up to 500 customer emails
• Up to 3 exact-match Shopify customer tags

How priority works:

• Manual VIP customers are considered first
• Tag-matched VIP customers are considered next
• Standard customers are considered after both VIP groups

VIP priority never displaces an existing reservation. It affects only newly available stock in the current run. VIP draft orders in Shopify carry a vip-priority tag.

For setup steps and examples, see VIP Priority.

Recharge BundlesCopy Anchor Link

Available on Large Business and Ultra plans. PricePilot detects Recharge bundle subscriptions, reads the individual product selections, and includes them in reservations and price sync alongside standard subscriptions. A bundle counts towards your reservation limit as the items inside it, not as the bundle itself: a 6-item bundle counts as 6 units.

Reserve Beyond Scheduled ChargesCopy Anchor Link

Available on Pro plans and above with a lookahead of 4 weeks or more. Recharge usually schedules one upcoming charge per subscription at a time, which limits how far ahead reservations can reach.

When enabled, PricePilot predicts future renewal dates from each subscription's order frequency (every 2 weeks, every month, and so on) and projects charges through your whole lookahead window. A 6-month lookahead can then reserve inventory for renewals Recharge has not scheduled yet, up to your plan's reservation limit.

How projection works:

• PricePilot reads each subscription's delivery frequency from Recharge
• Starting from the most recent scheduled charge date, it projects forward at the subscription's interval
• Projected charges are treated the same as real scheduled charges for reservation and VIP-priority purposes
• When Recharge schedules the real charge, PricePilot replaces the projected reservation with the real one

Report Only ModeCopy Anchor Link

Available on Large Business and Ultra plans. When enabled, PricePilot runs the full reservation analysis without creating draft orders in Shopify and reports what would have been reserved.

What the report includes:

• Product variant, quantity, and charge date for each planned reservation
• Total units that would be reserved per variant
• Out-of-stock items where demand exceeds available inventory
• Aggregated summary by product

Use it to:

• Trial PricePilot before turning on live reservations
• Study demand without touching your Shopify inventory
• Compare projected reservations with current stock levels

Download the reports from the bottom of the Reservations page.