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 to scan the available items.
Any discrepancy between the expected stock and the actual stock is considered an adjustment. If you confirm any adjustments to inventory levels in the app, then Stocky makes the same adjustments in Shopify.
On this page
Perform a manual stocktake
You can perform a stocktake manually in Stocky. Any changes to the stock level that you make in a manual stocktake are synced automatically in the Shopify admin in real time. These aren't recorded as manual adjustments in the Adjustments page in Stocky.
Steps:
- In Stocky, click Inventory > Stocktakes.
- Click Create stocktake.
- Name the stocktake. In the Stocktake type field, choose Manual.
- Enter the rest of the details of the stocktake, and then click Create Stocktake.
- 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
You can use a supported barcode scanner to perform a stocktake using Stocky on a desktop device. Using your device's built-in camera isn't supported when performing a stocktake in Stocky, and you can't perform a stocktake using Stocky in the Shopify POS app or using the Shopify POS GO.
Before you begin performing a barcode stocktake in Stocky, make sure that your supported barcode scanner is set to Basic Mode. For instructions, refer to the manufacturer's user manual.
Steps:
- In Stocky, click Inventory > Stocktakes.
- Click Create stocktake.
- Name the stocktake, and in the Stocktake type field, choose Barcode.
- Enter a location for the stocktake, and then click Create Stocktake.
- Scan the barcode of each product.
- Optional: Click the Missed tab to review a list of products that haven't been scanned.
- After all the barcodes are scanned, click Create stock adjustment.
- To confirm the inventory adjustment, click Perform Adjustment.
After you start the adjustment, you can leave the page.
You can review any adjustments that were made from a stocktake that used a barcode scanner, including the one you just completed, from the Inventory > Adjustments page in Stocky.
Partial and full stocktakes
By default, a newly created stocktake is a full stocktake that includes all products. To change this into a partial stocktake where you're counting the stock of only a subset of your products, go to the Missed tab and click Manage filters. Here you can specify filters to select only a subset of your products for doing the stocktake on.
The Missed tab lists all products that fit within your selected filters and haven't already been added to the stocktake.
Addressing missed items after a stocktake
If you get to the end of the stocktake and there are still items in your missed list, then it means you have fewer items on-hand than is expected in Stocky. You can reset these items to zero by clicking Zero All, or by selecting them with the checkboxes on the left then clicking Zero Selected.
Removing an accidentally-scanned item from a partial stocktake
If you accidentally scan an item that isn't part of your filtered partial stocktake, then a yellow !
warning icon displays next to the product name. You can remove it from the stocktake by clicking ⏷ in that row, and then clicking Delete.
Downloading a CSV file of your stocktake
You can download a detailed copy of your stocktake as a CSV file at any time during the stocktake process. Click CSV, or Download > CSV during a stock adjustment, to download a .csv
file to your device.
Stocktake CSV files include information such as the product name, SKU, barcode, and Shopify ID, as well as the listed retail price and cost price, and inventory information such as expected stock, the actual stock, and adjustment totals and costs.