Configure Out of Stock Automation Rule
Overview
Section titled “Overview”The Configure Out of Stock automation rule in Corso helps brands handle situations where inventory levels change between the time a claim is submitted and when it is finalized.
Without this rule, claims will process normally even if the item is out of stock at the time of finalization. By enabling the rule, you can decide whether claims should fail, trigger notifications, and follow specific inventory behaviors when stock is unavailable.
What You Can Expect
Section titled “What You Can Expect”With this automation, you can:
- Inventory awareness: Prevents surprises when inventory runs out between claim submission and finalization.
- Automatic failure handling: Claims can fail with a clear error when the requested item is out of stock.
- Notifications: Automatically notify team members by email when a claim cannot finalize.
- Flexible inventory behavior: Choose how inventory is decremented in Shopify when claims are processed.
- Better customer experience: Allows you to proactively offer alternatives (such as recommending a different product) when stock is unavailable.
Features & Functionality
Section titled “Features & Functionality”Rule Creation
Section titled “Rule Creation”- Name the rule, define any conditions, and select which claims it applies to.
Failure Behavior
Section titled “Failure Behavior”- If enabled, claims attempting to finalize with an out-of-stock item will fail.
- Failed claims display an error in Corso so your team can take action.
Notifications
Section titled “Notifications”- Add one or more email addresses (separated by commas) to receive alerts when claims fail due to stock.
Inventory Behavior Options (based on Shopify inventory settings)
Section titled “Inventory Behavior Options (based on Shopify inventory settings)”- Do not decrement inventory: Claim processing will not reduce inventory counts.
- Decrement inventory while ignoring policies: Inventory decrements regardless of Shopify stock policies (can drive inventory into the negative).
- Decrement inventory obeying policies: Follows Shopify stock rules. If out of stock, the claim cannot decrement inventory and fails.
Implementation
Section titled “Implementation”To configure Out of Stock automation:
- Go to Automation Rules in Corso Admin.
- Create a new rule and select Configure Out of Stock.
- Name the rule and set any conditions (optional).
- Toggle on “Fail claims when out of stock” if you want claims to stop at finalization.
- Add email addresses for notifications.
- Choose your inventory behavior option (Do not decrement, Ignore policies, or Obey policies).
- Save and activate the rule.
Q: What happens if I don’t enable this rule?
Claims will continue to process even if inventory levels change, and out-of-stock items may still be exchanged.
Q: Can I still override a failed claim?
Yes. You can review failed claims manually and decide how to proceed.
Q: Do customers get notified if their claim fails?
No. This rule notifies your internal team, allowing you to reach out to the customer with alternative solutions.
Q: Which inventory behavior should I use?
- Use Do not decrement if you want no inventory impact from claims.
- Use Ignore policies if you want claims to finalize even when stock is technically unavailable.
- Use Obey policies if you want Shopify to enforce stock rules and block claims when items are out of stock.