How do I set up my inventory's initial stock levels?

The best way to set up your inventory's initial stock levels is by uploading a specially formatted CSV with your stock level and inventory location information.

First, you'll want export an 'Inventory-formatted' CSV file containing your existing products.

Click on the Products tab.

Next, select Inventory from the sidebar on the left.

Now that you're on the Inventory grid, notice there are Import and Export options. For now, click Export.

In the new window, choose the "Export ALL active Standalone and Variant products with or without inventory." option and click Export Now.

When the export's complete, click the link in the top right to download the file.

 

Please do not edit, add, remove, or move any of the CSV's column headers!

Indicate the stock levels and their inventory locations for your products. If you have multiple Inventory Warehouses, only worry about one of them for now. When you import Inventory CSVs, you can only import for one Inventory Warehouse at a time.

Here are some additional details for the Inventory Import CSV:

  • Required fields within the CSV are SKU, and Stock.
  • The CSV's "Loc1" column maps to the "Area" portion of the Warehouse Layout
  • The CSV's "Loc2" column maps to the "Unit" portion of the Warehouse Layout 
  • The CSV's "Loc3" column maps to the "Shelf" portion of the Warehouse Layout 
  • The CSV's "Loc4" column maps to the "Bin" portion of the Warehouse Layout
  • If you don't specify at least one 'Loc' value during the import, the stock will be placed in an "Unspecified" location.

When you're done editing the spreadsheet file, save it as a CSV and click Import on the Inventory Grid's action bar.

You'll see a new window, but before you Select a File and Start Import, make sure your file only contains inventory for the selected Inventory Warehouse, or else your records will be duplicated into that Inventory Warehouse. Each Inventory Warehouse’s stock levels will need to be imported using separate CSV files.

Once your import is complete, your stock levels and locations will be established for that Inventory Warehouse! Simply repeat this process for each Inventory Warehouse.

(If you prefer to load your initial stock levels manually, you'll first need to manually set up all inventory locations within your Inventory Warehouse. Once you've done that, click on individual SKUs in the Products grid and click on the Inventory sub-tab. Once there, click Add to Alternate Location to create an initial inventory record for that SKU.)

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