Stocktakes

You can use stocktakes to count your inventory and make adjustments to your inventory levels to make sure that they're accurate. You can perform a stocktake manually, or use a barcode scanner instead. If you make any changes to inventory levels, then Stocky makes the same adjustments in Shopify.

Perform a manual stocktake

  1. In Stocky, click Inventory > Stocktakes.
  2. Click + Stocktake.
  3. Name the stocktake. In the Stocktake type, field choose manual.
  4. Enter the rest of the details of the stocktake, and then click Create Stocktake.
  5. For each product, do one of the following:
    • If a product has the correct inventory, then click the thumbs up button.
    • If a product's inventory needs adjusting, click the thumbs down button, enter the correct inventory level, and then click Update Stock Level.

After you review all the products, you can leave the page.

Perform a stocktake with a barcode scanner

  1. In Stocky, click Inventory > Stocktakes.
  2. Click +Stocktake.
  3. Name the stocktake, and in the Stocktake type field choose barcode.
  4. Enter a location for the stocktake, and then click Create Stocktake.
  5. Scan the barcode of each product.
  6. After all the barcodes are scanned, click Create Stock Adjustment and then confirm the adjustment.

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