Setting up Benchtop

A step by step walkthrough. No technical knowledge needed, about ten minutes start to finish.

This guide takes you from installing Benchtop to logging your first batch and watching your Shopify stock update on its own. Follow it in order the first time. After that you will only ever use step four.

Before you start

You need two things:

  • A Shopify store.
  • At least one product in that store with inventory tracking turned on.

That second one matters, so it is worth checking now. In your Shopify admin go to Products, open one of your products, and look at the Inventory section. Make sure Track quantity is ticked. Benchtop updates that number for you when you make something, and if tracking is off there is nothing for it to update.

Selling different sizes or scents? In Shopify those are called variants, and each one is a separate thing to Benchtop. An eight ounce candle and a twelve ounce candle use different amounts of wax, so each gets its own recipe later on.

Step 1

Install Benchtop

Find Benchtop in the Shopify App Store and click Install. Shopify will show you what the app is allowed to see. Benchtop asks for your products, your inventory, and your store locations, because it needs to match recipes to products and update your stock levels.

It does not ask for your orders or any customer information, and it cannot see your customers' names, emails, or addresses.

Once installed, Benchtop lives under Apps in your Shopify admin. Everything happens there, inside Shopify. There is no separate website to log into.

Step 2

Add your materials

A material is anything a batch uses up. Wax, fragrance oil, wicks, jars, lids, labels, boxes. If it gets consumed making the product, it belongs here.

Go to Materials and click Add material. You will be asked for a few things:

Name
Whatever you call it. Soy wax, 8oz jar, cotton wick.
Unit
The way you actually measure it. Grams for wax, each for jars and wicks, fluid ounces for oils. Pick whichever matches how you weigh or count it in the workshop.
Quantity on hand
How much you have right now. A rough count is fine to start.
Unit cost
What one single unit costs you. If you paid $40 for a bag holding 4,536 grams of wax, your unit cost is about $0.0088 per gram. Our cost guide walks through that division if you want the full method.
Low stock alert
Optional. Enter the level where you want a warning. Benchtop will flag the material once it drops that low.

Add all of your materials before moving on. Including the small ones.

The Benchtop materials list showing each material with its quantity, unit cost, value, and stock status

Your materials list, with what you have and what it costs.

Step 3

Build a recipe

A recipe tells Benchtop what goes into one finished product. That is the important part. Enter the amounts for a single unit, not for a whole batch.

Go to Recipes and click Add recipe. Pick the product from your store. If that product has sizes or scents, pick the exact one you are making, and repeat this step for each.

Then click Materials on that recipe's row and add each material along with how much of it one unit uses. For example: 120 grams of soy wax, 1 jar, 1 wick, 12 grams of fragrance oil.

As soon as your materials are in, Benchtop shows what that product costs you to make and your margin against the price you charge in Shopify.

The Benchtop recipes list showing each product, its materials, cost, selling price, and margin

Each product with its true cost and margin, worked out for you.

Step 4

Log a batch

This is the part you will use forever. Whenever you actually make something, tell Benchtop.

Go to Production, choose what you made, enter how many you made, and click Log production.

Two things happen straight away:

  • Your materials come off the shelf in Benchtop.
  • Your finished stock goes up in Shopify, ready to sell.

You never type the same number into two places. That is the whole point of the app.

The Benchtop production screen for logging a batch, with a list of recent batches below

Logging a batch, and the history of everything you have made.

Step 5

Check that it worked

Worth doing once, so you trust it afterwards.

  • Open Materials. The materials used by that batch should have gone down by the right amount.
  • Open Products in Shopify and look at the item you made. Its stock should have gone up by however many you logged.

Your Overview page pulls it together: what your materials are worth, how many of each product you could make right now, and your margin on everything.

The Benchtop overview page showing inventory value, material counts, and materials on hand

The overview, showing where everything stands.

Using Benchtop day to day

Once you are set up, there are only four things you ever do:

  • Log every batch as you make it. That keeps everything else true.
  • When supplies arrive, open Materials, click Adjust stock on that material, and enter how much arrived as a positive number.
  • When something is wasted or a count is off, use Adjust stock with a negative number, like -50, to take it back off.
  • When a supplier raises a price, click Edit on that material and update the unit cost. Your margins update everywhere.

Common questions

My product does not appear when I try to add a recipe

It almost always means inventory tracking is off for that product. In Shopify go to Products, open it, and tick Track quantity in the Inventory section. Then try again.

I logged a batch but my Shopify stock did not change

Check that Track quantity is on for that product. If you have more than one store location, Benchtop adds the stock at the location you ship from, so make sure you are looking at that location rather than another one.

Why did my materials not go down when I made a sale?

Because they were already used up when you made the item, not when someone bought it. Benchtop takes materials off the shelf at the moment you log a batch. When a customer buys, Shopify reduces the finished stock as it normally does. Counting materials again at the sale would take them off twice.

I made a mistake logging a batch

Use Adjust stock on the affected materials to put things right, and correct the product's inventory in Shopify. There is no undo, so it is worth double checking the quantity before you log.

I have run out of room on the free plan

The free plan covers 30 materials and 10 recipes. If you need more, open Overview and click See plans to upgrade. Nothing you have already added is ever deleted or hidden.

Something else is wrong

Email support@getbenchtop.com and tell us what happened. A real person reads it.

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