STOCKTAKE HISTORY
Keep Stocky stocktake history useful for the next inventory close.
A focused checklist for inventory-count exports, location history, SKU matching, and variance evidence.
Historical stocktakes will not automatically move into Shopify. Preserve enough context to explain what was counted, where it was counted, and why the recorded variance changed inventory.
What the archive should preserve
- 01
Stocktake date and completion status
- 02
Location or store identifier
- 03
SKU or variant identifier
- 04
Expected and counted quantities
- 05
Variance and adjustment outcome
- 06
Any notes or approval evidence retained outside the CSV
Problems worth finding while Stocky is still available.
Duplicate count rows
Repeated SKU and location combinations can overstate adjustments when files are combined or imported without review.
Location drift
Confirm that historical location names still map to the current Shopify location structure.
Unexplained variance
A count result without its date, location, and approval trail is difficult to use as closing evidence.
Build a reviewable stocktake pack
Export every completed stocktake available
Keep one untouched copy per export date
Check SKU and location uniqueness
Retain variance approvals with the related file
Give the final pack to the inventory owner and accountant
Check the files without uploading them.
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Source: Shopify Help Center - Migrating from Stocky. ShelfClose is independent and is not affiliated with Shopify or Stocky.