Overview:
A stocktake lets you count your physical stock and correct your Shopify inventory. This guide covers creating a stocktake, counting by barcode or by hand, and when Shopify stock gets updated.
Description:
1. Create a stocktake
Go to FlowPO → Inventory → Stocktakes and click Create stocktake. Enter a name, then choose a Stocktake type and a Location.
- Barcode: includes all products at the location.
- Manual: you can also filter by vendor or supplier and product type, and turn on Blind count.
2. Count with barcode scanning
- Click Scan barcode.
- Scan with a paired hardware scanner, or type a barcode, SKU or variant ID. Each scanned item appears in a list where you can change the quantity.
- Click Add.
How the adjustment works: When you click Add, the scanned quantities are updated in Shopify straight away. FlowPO shows the Adjustment for each item, which is Actual stock minus Shopify available. For example, if Shopify shows 9 and you counted 4, the adjustment is −5 and Shopify available becomes 4.
3. Count manually
Type the quantity in Actual stock, click Update quantity, and confirm with OK. That product’s stock is updated in Shopify.
4. Track progress
Use the All, Uncounted and Counted filters. Counting links give workers a count-only link that does not need a Shopify login. Click Download CSV to export the count.
5. Finish
When every item is counted, click Mark as completed to close the stocktake.