Easiest way to Conduct an Audit for Store Inventory

Shopify Discussion
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Hello!

In shopify I have 34 Vendors(Suppliers) with 8,395 items in my inventory. My inventory is very off. I have a bunch of negative quantities and quantities that show more and less than I actually have. I need to do an audit but I need the easiest way to go about it. What would be the best way to correct my inventory. At this point I think I have to zero everything out and manually correct the numbers. I read that if I export my inventory in CSV then import it with changes that I would also have to redo all of my images. I’m lost. Please help.

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@TamekaMcG No you don’t have to redo your images.

Just download your inventory, make a copy of the file (just in case some goes wrong) and then edit the inventory numbers and re-upload.

Be careful not to change the order of the extract etc. as that may mess up variants.

Best bet is to do a test and just change a couple of products (and keep that backup of the original file).

If you’re having trouble with it, then there is an app called Excelify which is a lot more powerful than the native Shopify export process.

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make a copy of the file (just in case some goes wrong) and then edit the inventory numbers and re-upload.

A bit more advanced is to also make a sheet of the differences between the before and after for long term auditing , archival. Especially if this is a continuous issue such data could be used to find patterns of issues. An example would triaging which products have the biggest inventory shifts then doing ABC analysis on those products to give the most valuable products more stringent inventory tracking rules and policies.

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@JonWright Thank you so very much. So If I export the file and delete an item that I no longer carry, then import the file back into shopify, I would mess something up your saying? I will definitely look into Excelify. Thank you.

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@TamekaMcG No, I’m just saying be careful what you change/delete as easy to go wrong (particularly with variants). So feel free to delete products etc. just always keep a backup of original file in case you make a mistake, that way you can always get back to where you were.

It is usually safer to delete products via the bulk edit feature in Shopify.

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@TamekaMcG What @PaulNewton says also makes sense so you can see where things are most going wrong, as doing these audits/corrections on a regular basis is a pita.

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Hello, @JonWright !

Thank you so much for suggesting Excelify app for this update.

Just wanted to add that we have renamed the app to Matrixify: https://apps.shopify.com/excel-export-import

@TamekaMcG - in case you decide to use our app for updating your inventory quantities, here are a couple of tutorials to get you up to speed to do that:

  1. Update the quantities as a specific available quantity value for each variant and location: https://matrixify.app/tutorials/update-shopify-multi-location-inventory-in-bulk/

  2. Adjust the quantities - as delta (difference from current value, whatever it is in store at the moment of the update): https://matrixify.app/tutorials/adjust-the-inventory-quantity-for-shopify-products/

In short - when you will update those quantities with Matrixify, you will be able to specify just the columns to identify the product/variant, and then the new quantities. So all your images, and any other fields in Shopify will remain unchanged.

Also, you can contact our Support here to get help for every step of the way: https://matrixify.app/contact-us/

Maris