Stockroom
Manage purchase orders, inventory, and more in Shopify. Works with MyWorks to sync with QuickBooks.
104 articles
- Import lines into a purchase order you're editing
- Approvals and finance review on purchase orders
- Dates, references and PO numbering
- Search, filter and sort the purchase orders list
- Comments, mentions and attachments on a purchase order
- Track payments on purchase orders
- Line notes, supplier SKUs and repeated lines on a purchase order
- Columns, sort order and quantities on a purchase order
- Browse your catalog from a purchase order
- Creating a purchase order from a CSV file
- Buying in your supplier's currency
- Dropship purchase orders: ship straight to your customer
- Create dropship purchase orders automatically
- Archive purchase orders you're done with
- Create purchase orders faster: from orders, products, POS, and for multiple locations
- Creating and Sending Purchase Orders
- Taxes on purchase orders
- Customize the purchase order PDF
- Send a purchase order and track it with your supplier
- Choose what the purchase order PDF shows: costs, notes, images, received status
- Customize your supplier emails and PO PDFs
- Send purchase orders from your own email address
- Export a purchase order in your supplier's own CSV format
- Receiving more than you ordered
- When the rest of an order isn't coming
- Fix a delivery: undo a receipt, correct costs, change dates, reopen
- Custom label sizes: add your own roll
- Print straight to a Dymo or Zebra label printer
- Add barcodes while receiving
- Receive some lines, the whole order, or several orders at once
- Change what prints on a label and where
- Split one delivery across your stores
- What is on a label: the barcode, the smallest sizes and bin locations
- Receiving Inventory Against a Purchase Order
- Print barcode and price labels
- Return stock to a supplier
- Reorder: turn low stock into draft purchase orders
- Import and export reorder points by CSV
- Reorder from the lowest-cost supplier
- Plan ahead: order before you run out, and see your buy plan by week
- Negative stock and special orders in reorder suggestions
- Pack sizes and minimum orders
- Reorder suggestions and demand planning
- Set reorder points and stock levels
- Choose what appears in reorder suggestions
- Inventory: products and stock levels
- Lot tracking: batch numbers and expiry dates
- Picking and packing orders with pick lists
- Generate barcodes for products that have none
- Suggested transfers: fill a transfer from your reorder points
- Pick orders: bin order, scanning and short picks
- Pack and finish orders at the bench
- Assign lots to orders, adjustments, stocktakes and builds
- Transfers: move stock between locations
- Hide locations you don't use
- Bin locations: record where each item is shelved
- Count your inventory with stocktakes
- Reverse an applied stock adjustment
- Name your own stock adjustment reasons
- Cycle counts: count on a schedule
- Choosing what a stocktake counts
- Count with a team: the app, POS and counting links
- Reviewing and applying a stocktake
- Stock adjustments: corrections with a paper trail
- Reports in Stockroom
- Why the Stock on hand report differs from Shopify
- Sales, Margin, ABC and Stock on hand reports
- Dead stock, supplier, receipt and cost reports
- ABC analysis: grade products by the revenue they earn
- The COGS report: FIFO and weighted average costing
- The Margin report: what your products actually made
- Stock alerts by Slack and email