Doing end of year Physical Inventory with Shopify POS

[Jbarb21]

We are doing our first physical inventory on the POS. What is the most efficient way to count and get the updated numbers into the system. What report or readout should we use for the ones counting?

Thanks!

[vts1984]

Did you ever get a response to this? I need to do same and can't seem to find anyone who even knows what I am talking about! 

[Jbarb21]

no, nothing at all..... crickets!

[Jordan_Pimsical]

Hey @Jbarb21 and @vts1984,

You can use our Stock Take Shopify App to conduct your end of year counts. We've got merchants doing periodic and end of year inventory with our app to ensure its accurate, you can also add stock as you receive it and remove any damaged stock if that occurs. 
Here is a guide on how you can do an annual stock take/end of year count, but I'll also include the steps below.

How you can do this:

1. Install our Shopify App on your store and set up the app on Shopify POS devices (either your mobile phones, tablets or POS hardware or scanners that work with POS)
2. Create a stock take in our app
3. Scan all your items in with the POS part of the app, using as many devices as you want

4. Run a report comparing your stock levels to your current stock levels.
4. Once happy you've scanned everything you can action your stock take.
5. We will then process that in the background for you, setting the stock levels of your products.

There are also other reporting options so you can compare you stock take to your current stock levels for products with a specific tag, get an audit of all adjustments made and more! Which can be run either during or after your stock take has been completed.

We have some how to guides available in the app, which you can try for free. Or send me an email and I would be happy to give you a demo of the app and talk through your stock questions.