StoreFulfil™ Library

Operating journey / step 50

Stock and returns

How-to

Use this guide when work has reached this point. If the visible state does not match, stop and follow the named hand-off.

Performing Routine Stocktakes

How to perform a stocktake using CSV imports.

Updated Aug 2026
Owner: Inventory Manager
Area: Inventory

Before you begin

Apply a counted stocktake through the supported CSV workflow while preserving the import result for review.

Prerequisites

  • The Admin has the current CSV template.
  • The final counted quantities and SKU identifiers have been checked.
  • The team understands this updates local on-hand values and has no approval stage.

Stop and check

Do not use a stocktake file to change Shopify quantities or claim that an unrecognised row was applied.

Stocktakes are administered via a CSV application workflow by an Admin.

Application Process

  1. Download the stocktake CSV template.
  2. Populate the CSV with `sku`, optional `location_name`, and the final counted `quantity`.
  3. Review the file, then import it to apply the counted local on-hand quantities.
There is no approval or variance workflow in the application.

What this is and when to use it

Use this Admin guide after a physical count, when the final quantities are ready for the supported CSV workflow.

Apply a count

  1. Download the current template.
  2. Enter the supported SKU, optional location name, and final counted quantity.
  3. Check spelling, quantities, and duplicate rows before importing once.
  4. Read the row-by-row result and correct only rows the result identifies.

Questions and hand-off

If A SKU is not recognised

Do not substitute a similar SKU. Keep that row out of the applied count and investigate it.

If The imported total does not match the shelf

Check the file and mapped location; do not assume a rejected row was applied.

What happens next

Recognised rows update local on-hand quantities. The import result, including rejected rows, is the completion record.

Expected Outcome

Local on-hand quantities are updated for recognised SKUs, with any unrecognised rows reported in the result.

Runbook evidence

Use these signals to decide whether the work is ready to continue, complete, or needs an owner.

State checkpoints

File prepared

The CSV contains the supported identifiers and final counted values.

Next: Review the file for typos and import it once.

Import reported

StoreFulfil has accepted some rows or returned row-level failures.

Next: Read the result and correct only the affected rows.

Applied

Recognised rows now show updated local on-hand quantities.

Next: Record the result and investigate any remaining mismatch separately.

Completion evidence

  • The import result is visible, recognised rows are updated, and rejected rows are recorded.

Escalation evidence

  • Record the file date, affected SKUs, import result, and any row-level errors.

Work safely

Who may take this action

Warehouse Admin

What you should see

The CSV contains the supported identifiers and final counted values.

Safe next step

Review the file for typos and import it once.

What not to do

Do not use a stocktake file to change Shopify quantities or claim that an unrecognised row was applied.

How to tell it is complete

The import result is visible, recognised rows are updated, and rejected rows are recorded.

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