Part 2: Performing a Stock Take

Blog Series: Mastering Inventory with Stock Take

Now that you’ve installed Stock Take and set it up in your Shopify store, it’s time to dive into its core functionality: performing a stock take. This process ensures your inventory is accurate and helps you maintain smooth operations without overstocking or understocking. Let’s walk through the steps to perform a stock take effectively using Stock Take.

What is a Stock Take?

A stock take is a systematic process of counting and verifying your inventory. With Stock Take, this process is transformed into a seamless, barcode-enabled task that eliminates manual errors and ensures real-time updates in your Shopify store.

Check Part I to learn how to install it on your store.

How to Perform a Stock Take

Step 1: Open the Stock Take App

If you are on your computer, go to your Shopify admin, navigate to the Stock Take app to begin the process. 

Step 2: Start a New Stock Take

1. Click on New Stock Take.

2. If you have more than one location, choose the location where the stock take will occur. This could be a physical store, warehouse, or any other designated area.

Step 3: Scan Barcodes

Using a compatible barcode scanner or your mobile device, scan each item in your inventory. The app will automatically tally the scanned items and compare them with the expected stock levels in Shopify. (Please note that the product needs to be already added to the store with the same barcode number.)

 

Step 4: Review Inventory Counts

After scanning, review the inventory counts. The app highlights any discrepancies between scanned counts and Shopify records, allowing you to address potential issues immediately.

Step 5: Submit the Stock Take

Once you’ve verified all counts, click Complete Scan to finalize the stock take. Shopify will update your inventory levels in real-time.

Benefits of Using Stock Take for Inventory Counts

• Real-Time Updates: Keep your inventory accurate and up-to-date with every scan.

• Error Reduction: Barcode scanning eliminates the need for manual data entry, reducing mistakes.

• Discrepancy Alerts: Quickly identify and resolve stock discrepancies before they impact your operations.

• Time Efficiency: Save hours by streamlining the stock-taking process.

 

Tips for an Effective Stock Take

• Organize Your Inventory: Arrange items systematically to make scanning easier.

• Double-Check Key Items: Pay special attention to high-value or fast-moving products.

• Collaborate with Your Team: Divide tasks among team members to expedite the process.

In the next part of this series, we’ll explore how to export inventory data using Stock Take for reporting and analysis. Stay tuned for more ways to optimize your Shopify store with our innovative tools!