Auto-Tag Slow Movers as Clearance After a Set Date
Products that have been sitting unsold past a certain point should be in clearance — but manual catalogue reviews almost never happen on schedule. Setting a review date on products lets DateCue do the tagging automatically when the time is up.
The slow-mover problem
Most stores have inventory that isn't moving. The standard solution is a clearance or sale section, but populating it requires someone to periodically review the catalogue and identify what should go in. That review either doesn't happen, or it happens inconsistently. DateCue replaces the review with a date-driven trigger.
The approach: when you stock a product (or identify it as a slow mover), set a custom.clearance_date on it. If the product is still around and unsold when that date arrives, DateCue tags it "clearance" and it appears in your clearance collection. If it sold before then, no action is needed — the date is ignored.
Step 1: Create the clearance date metafield
Go to Settings → Custom data → Products and create:
- Namespace and key:
custom.clearance_date - Type: Date
Set this on products you're giving a defined sell-by window. For example: stock a product today, give it 90 days, set the clearance date 90 days from now. If it hasn't sold by then, it moves to clearance automatically.
Step 2: Create the clearance smart collection
In Shopify admin, go to Products → Collections → Create collection. Set it to Automated with the rule: Product tag → is equal to → clearance. Save. This collection fills itself as products get tagged.
Step 3: The DateCue workflow
Timing: On the date
Action: Add tag → clearance
That's the whole workflow. When the clearance date arrives, DateCue tags the product. It appears in your clearance collection. If you've sold it before then, it doesn't matter — the tag fires either way, but an out-of-stock product won't be visible to customers in the collection regardless.
Adding a stock check filter
If you only want to move products to clearance when they still have stock (not when they're already sold out), you can add a filter to the workflow by tagging slow movers with a specific tag first and filtering on that. The cleanest approach is usually to just let the tag fire and rely on Shopify's zero-inventory rules to hide out-of-stock products from the collection.
Removing the clearance tag when items sell out
Once a clearance product is gone, you'll want to remove the tag so it doesn't appear as an empty slot in the collection. This is a manual step — once inventory hits zero, go into the product and remove the "clearance" tag, or archive the product. DateCue handles the date-based tagging; inventory management is still in your control.
💡 Setting clearance dates in bulk: Use Shopify's bulk editor to set custom.clearance_date on a whole range of products at once. Filter your product list by collection or vendor, open the bulk editor, and set the date across all of them in a single operation. This works well for seasonal stock you want to move at the end of the season.
Frequently asked questions
Can I also reduce prices when the clearance tag fires?
DateCue doesn't change prices directly. For automatic price reductions, you'd need to use Shopify Functions or a separate pricing app. DateCue handles the tagging, which feeds your clearance collection — pricing changes need to be handled through Shopify's pricing tools.
What if I sell the product before the clearance date?
DateCue still fires the workflow when the date arrives. If the product is sold out (zero inventory), the tag goes on but the product won't appear to customers in stock-filtered collections. You can clean up the tag at that point, or just archive the product which removes it from all collections anyway.
Can I notify myself when a product hits clearance?
Yes — add a second action to the workflow: Send email. You'll get an email each time a product is auto-tagged as clearance, which can also serve as a prompt to update the price.
How do I decide what clearance date to set?
It depends on your product type and margin. A 60–90 day window works for most general retail. Fast-moving categories might use 30 days. Seasonal products might be set to clear at the end of the season regardless of time. There's no universal answer — pick a window that makes business sense for each product type.
Ready to automate your clearance process?
Set a date. DateCue takes it from there.
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