When you finish counting, a stocktake moves to review. Nothing has been written to Shopify yet, and nothing on this screen is permanent until you apply. This is where you check what the count found, decide what to correct, and decide what to do about anything nobody reached.
Finish counting
Click Finish counting. If items are still uncounted, Stockroom says so first: their stock stays exactly as it is unless you choose to zero them when you apply. Counting closes and the stocktake moves to review.
Changed your mind? Reopen counting takes you back, and you can move between counting and review as often as you need. Neither direction writes anything to Shopify.
The tabs
The list is filtered by a row of tabs, and the counts above them are clickable shortcuts to the same filters:
All - every line in the session.
Uncounted - items nobody has counted yet. This is how you find the gaps before you apply.
Counted - items with a count recorded.
Differences - counted items where the count does not match what was expected. On a blind count this tab appears once counting has finished.
Skipped - only appears once something has been skipped.
Not in this count - only on a scoped count, and only once something from outside the scope was scanned or imported. See below.
The In stock only filter sits alongside the tabs rather than inside them, so it narrows whichever tab you are on to items that were expected to have stock.
Skip and Include
Skip means "do not correct this item". A skipped item keeps whatever on-hand it already has in Shopify, and applying the stocktake will not touch it.
Skipping does not erase the count. The count stays on the line. Skipped items wait on the Skipped tab, and Include brings one back exactly as it was counted, with its scan history intact. Include is simply the opposite of Skip - it does not mean "approve this difference" or "accept this number", and there is nothing you need to click to accept an ordinary difference. Everything on the Differences tab is already going to be corrected.
You can skip and include while counting and in review, as many times as you like.
On a stocktake scoped to one vendor, supplier, product type, bin or status, an item from outside that scope can still get scanned or imported - a stray box on the wrong shelf. Stockroom keeps its count but marks it Not in this count and skips it, so applying leaves its stock in Shopify alone. If it does belong in this count, open the Not in this count tab and click Include. An item needs a count before it can be included.
Skipped lines are left out of the Counted and Differences tabs, out of the progress numbers, and out of the apply confirmation, so a tab can never disagree with the total above it.
The one thing that is not reversible is applying. When you apply, skipped items are dropped for good - their counts are not written, and you cannot bring them back in the app afterwards. So do your including before you apply, not after.
Items nobody counted
Uncounted items are left unchanged by default, which is what you want for a cycle count or any count that only covered part of the location.
For a true full count there is a checkbox on the apply step: Set all uncounted items to zero on hand. That sets every uncounted item in this stocktake to 0 at this location - the year-end reset. It only ever reaches the items in the stocktake itself: on a stocktake scoped to one vendor, supplier, product type or bin, that means the uncounted items from that scope, and everything else stocked at the location is left exactly as it is. The confirmation names the scope and the number of items it will zero. It is behind its own confirmation because it changes real inventory, and you should only choose it if you counted everything in the stocktake that is actually on the shelf.
Apply the stocktake
Click Apply stocktake. The confirmation tells you how many items will be adjusted and at which location, names anything skipped, and reminds you that applying closes the session for good.
What Stockroom writes is the difference for each item, not the counted number on its own. The expected quantity is re-read at the moment counting starts on an item, so a sale or a delivery part-way through a long count is harmless: whatever moves afterwards moves the same number the difference lands on.
The count is saved as a real stock adjustment (reason Count), linked from the stocktake and linked back to it. That adjustment is what writes to Shopify, so Shopify's inventory history records the change against a document you can open. It also means a count reaches QuickBooks like any other adjustment if you sync with MyWorks Sync.
A count that finds no differences writes no adjustment - there is nothing to change. It still counts as counted, so your last-counted dates move.
If applying fails
Occasionally the write to Shopify does not go through. The stocktake comes back to review with a banner reading This stocktake wasn't fully applied, and an Apply again button in it.
Press it. Your counts are saved and nobody needs to go back to the shelf: Stockroom sends the same corrections again. If part of a large count did reach Shopify before the failure, that part is not applied a second time.
Exports
Three CSVs are available at any stage, each stamped with the stocktake and date: the full scan log (every count, with who and when), Differences (CSV), and Items not counted (CSV). All three carry the product type, which is usually how a count gets sorted into departments afterwards.
Good to know
Applied stocktakes are permanent. You cannot reopen one or add counts to it - correct a mistake with a stock adjustment instead.
Cancelling a stocktake writes nothing to Shopify, at any stage.
Counts dropped by an applied stocktake cannot be recovered in the app. If you are unsure about a large number of skipped counts, export the scan log before you apply.
Review and apply always happen in the app. POS counting and counting links can add counts, but they cannot end a session for everyone.
Stocktakes count on hand rather than available, so open unfulfilled orders never throw a count off.
For the counting side of a stocktake, see Count your inventory with stocktakes. For corrections outside a count, see Stock adjustments: corrections with a paper trail.