Run a stock take

Before you start

• A location to count at.
• Access to a barcode scanner or a printed sheet of SKUs.

Steps

1. Inventory Management → Stock takes → New Stock Take → Blank / Upload.
2. Pick the location — the only required field. A name, reason and notes are optional.
3. Add variants from Add Items — Browse & Pick, Scan Barcode / SKU, or Upload File.
4. Count and enter quantities, then Save.
5. Review the discrepancies and click Apply to Shopify — this is the step that updates Shopify’s on-hand.
6. Click Complete to close the take.

Worked example

Counting the back office. 50 variants, discrepancies in 5, total value change −€340. Applying to Shopify pushes only the 5 lines that changed; completing then closes the take.

Common failure modes

Symptom	Likely cause	Fix
Line still shows as unsynced after Complete	Completing a take doesn’t push to Shopify, and Complete anyway deliberately leaves pending lines untouched.	Re-open the take (Actions → Revert to In Progress) and run Apply to Shopify — unsynced lines stay in its count until they land.
Can’t cancel a completed take	Completed only transitions back to In Progress — and a completed take can never be deleted.	Re-open it (Actions → Revert to In Progress), then cancel — or run a new corrective take.
Uploaded row shows “Not stocked”	The SKU/barcode matched a variant, but it has no inventory tracked at this take’s location. Zero on hand is fine — only a variant not stocked there at all is flagged.	Stock the variant at that location in Shopify first, or remove the row — Remove all not-found clears them in one click. Flagged rows are never imported; the rest of the file goes through.
Upload rejected: the same variant appears more than once	The file lists one variant on several rows.	Combine the duplicates into a single row and upload again.
Upload warns the counted quantity can’t be negative	A quantity isn’t a whole number, or a Delta row would push the count below zero.	Fix the value — counted quantities must be whole numbers of zero or more.

See also

• Inventory → Stock takes

Last updated: 24 August 2026