After you have Set Your Initial Stock Counts there are a few ways you can manually adjust your available stock counts.
For individual products you can update stock levels and stock locations in the Product Details screen. To update multiple products at the same time use the Inventory CSV import process, or quickly update your stock counts using the Scan to Receive feature.
You can also automate removing stock as you ship using Inventory Tracking or Inventory Sync.
To adjust the stock level for a single product:
-
On this screen, you'll see all the existing stock levels for products that have configured inventory. (Be sure you've set up your initial stock levels already.)
-
Change the stock values by clicking the Add, Subtract, or Equals icon for the product under the Actions column in the Inventory grid:
When you add, remove, or set stock, you can add a note to help you remember why you made the adjustment. When you add stock, you can also specify your cost for those additional units.
These functions, including a history of changes, are also available via the Inventory tab in the Product Detail screen.
The Inventory tab also offers the ability to Move stock from one warehouse location to another.
The above process is a good option if you just need to adjust stock for a single SKU, but it would be a lot of clicks to update multiple SKUs in this way. To update stock levels for multiple SKUs in bulk, follow the steps in the next section Update or use Scan to Receive.
Updating multiple Inventory records takes three main steps:
-
Update the Inventory CSV file as needed.
-
Be sure your CSV file contains all the information you need for your inventory records. The CSV import process will replace the inventory data in ShipStation with the data from the CSV.
-
Additionally, if you have a blank cell in the CSV for a field that currently contains data in ShipStation, the CSV import will overwrite that data with a null value and that data will no longer be available in ShipStation.
-
-
-
A CSV template is no longer required for inventory imports.
-
You can enable inventory sync for automatic inventory count updates. Turn off sync to stop updates.
-
The sections below walk you through how to complete each step noted above.
To upload an Inventory CSV file:
-
Attach your desired CSV file (drag and drop or click to select) to the Import Products from CSV popup.
Note
A CSV template is no longer required to import inventory records.
-
Select the Inventory Warehouse that you will be updating with your CSV. You can also select the import template if you have already matched your CSV import columns to the related ShipStation fields.
Note
If you have multiple Inventory Warehouses, please note that ShipStation can only import inventory for one Inventory Warehouse at a time. You must conduct an import for each Inventory Warehouse you wish to set stock counts for.
-
Select Upload and Preview. If you did not select an import template you will need to match the columns from your CSV document to the fields in ShipStation.
Caution
Be sure your CSV file contains all the information you need for your inventory records. The CSV import process will always replace the inventory data in ShipStation with the data from the CSV. This means the stock counts listed in the CSV will replace the stock counts currently in ShipStation.
Additionally, if you have a blank cell in the CSV for a field that currently contains data in ShipStation, the CSV import will overwrite that data with a null value and that data will no longer be available in ShipStation.
-
Select Start Import.
Once your import is complete, your stock levels will be updated for that Inventory Warehouse. Repeat this process for each Inventory Warehouse. Read our CSV Import Troubleshooting and Tips article if you encounter difficulty importing your CSV file.
Updating your stock counts can now be done using a scanning device. To start scanning inventory counts:
-
Optional Select a specific warehouse on the left-hand sidebar. You can also do this later.
-
Select the Receive Stock button.
-
Select the warehouse you are receiving inventory for. You can also input notes for your inventory history log.
-
Click into the “Scan a UPC or SKU” field to begin scanning. You can either Scan a product, or type the UPC and SKU in the text field. Once scanned, the item will appear in the Scanned Products section.
-
(Optional) Edit the product details in the Scanned Products section.
From the Scanned Products grid you can edit the following details:
-
Warehouse Location (optional)
-
Quantity
-
Unit Cost (optional)
If you check Show Advanced Inventory Fields you can also include:
-
Lot ID (if applicable)
-
Expiration Date (if applicable)
-
-
Click Submit when you are finished scanning your products and updating the details.
Stock counts scanned will be added to your existing stock counts.