Bulk adjustments via CSV
Available on: Pro Plus.
When you have many lines to adjust, import them from a CSV instead of adding them one at a time. Use it after a count done outside Stockie, a stock write-off, or a data cleanup.
The import fills in a draft adjustment. Nothing is written to Shopify until you apply it.
Importing
- Go to
Adjustmentsand create an adjustment as normal. - Choose the location.
- Instead of adding products by hand, use Import CSV beside the product search.
- Review the draft that comes back.
- Apply it.
[SCREENSHOT: adjustment-csv-import - The adjustment line items section with the CSV import option]
The file format
Two things are required:
| Column | Required |
|---|---|
SKU or BARCODE |
One of the two |
QTY |
Yes - QUANTITY also works |
QTY is the amount to adjust by, not the new total. A row of -5 removes five units; a row of 12 adds twelve. This is the opposite of a stocktake, where you enter the quantity you counted.
Values must be whole numbers and cannot be zero. A file can hold up to 5,000 rows - split anything larger.
What happens to rows that do not match
Rows are matched against products already in your store, by SKU or barcode. A row matching nothing is not imported, and no product is created for it.
A row missing its quantity is reported with its row number so you can fix it.
Check the number of lines in the draft against the number of rows in your file. If they disagree, some rows did not match - usually a SKU that differs from the one in Shopify, or a barcode with a leading zero that a spreadsheet has eaten.
The reason
The import brings in products and quantities only. There is no reason column in the file.
Set the reason on the draft afterwards, before applying. It applies to the whole adjustment, so if your file mixes damage with shrinkage, split it into one file per reason.
A reason is required before an adjustment can be applied, so an imported draft cannot be applied until you have set one.
Review before you apply
An imported draft is a normal draft - editable, deletable, and safe to leave alone until you are happy with it.
Once applied, its quantities and lines are fixed and there is no undo, though the reason, who it was recorded against and the notes can still be changed. See Adjustments lock after apply.