Shopify Not Providing Ability to Run Report on Inventory Adjustments - No Report | No Help in Apps

Shopify Not Providing Ability to Run Report on Inventory Adjustments - No Report | No Help in Apps

FERALGR
Shopify Partner
15 1 18

There is currently no native report in Shopify that allows you to view inventory adjustments that have been made in specified date ranges. Ergo - there is no way to report shrink as it is captured if you identify a shortage. We've worked with 3 different reporting apps - all of the heavy hitters - and they've said the same thing. Shopify simply doesn't provide this data, so they can't provide a custom report to track this infomation.

 

So here are the obvious questions:

 

1. We have a legal obligation to track and record shrink for tax purposes. If we can't run this report, we simply can't be legally compliant. If their platform is making it impossible to be a legally compliant retail store - shouldn't this be a mission critical priority for Shopify? What else could be more important than legal compliance?

 

2. What is everyone else doing to ensure loss is captured when making inventory adjustments throughout the year? If Shopify isn't providing the data/reporting - are you recording in a spreadsheet? (Crazy to think we'd have to do with a $2k/month+ POS platform) Are you just not making any inventory adjustments and accepting that your inventory will be inaccurate throughout the year until you do a physical end of year inventory count?

 

What the heck is everyone else doing? Am I just missing something here?

Replies 4 (4)

savvyshawn
Shopify Partner
2 0 0

Hi @FERALGR — Check out www.SKUSavvy.com. I believe it offers the functionality you're looking for in addition to streamlining warehouse management and order fulfillment. 

Jordan_Pimsical
Shopify Partner
11 0 0

Hey,

 

There is a couple of things you can do here.

 

1. Shopify does display recent adjustment history in the Shopify Admin, if you go to a product variant, you can click on adjustment history and view this per location as well.

Jordan_Pimsical_0-1726687514081.png

However you can't export this if you need this in other systems, but its okay for a quick overview.

 

2. We have a Stock Take Shopify App, you can use this for adding/receiving goods into store, removing goods for example damaged items, or doing stock takes either complete or partial. We then provide a powerful export and reporting functionality where you can view the scans, compare this to current stock levels and audit any adjustments made by each stock take. If you made your changes using our app you could use the reports for your purposes.

 

3. Lastly there is a big overhaul of the Shopify reports coming which may contain these kind of updates. As like you say its a fairly common request.

 

Hope that helps somewhat. Please let me know if you would like any more information.

GhostApps
Shopify Partner
172 2 17

Hi, I created Inventory History Guardian specifically to address this issue in Shopify. It allows you to create adjustments with notes, see all adjustments across your store in one place and export it, it also saves them so you don't lose them after 90 days.

It records the daily inventory of each variant/SKU so you can analyse your stock and forecast when you should reorder.

petgrocer
Navigator
303 3 442

We use reason codes in Stocky and do ALL adjustments for inventory through stocky. Because there is no way to check WHO did an action in there (seems like a very basic feature to miss for a POS system, devs really need to look at REAL pos systems and see the huge holes they have in this system), you have to be careful who you give access to Stocky. We have a couple staff with access, who can do all inventory control changes in there. From that report, you can generate reports based on sku, reason code, etc. We don't use the shopify admin for anything to do with inventory as it is a nightmare system. Stocky is where you want to go for better control.

 

As for legal compliance, it took the tax team a LONG time to fix the tax issues, and that's a direct report to government, so I imagine something like this will not be addressed in Shopify itself, when they offer it in Stocky. You get Stocky with your Shopify POS.