Manage stock take sessions with scan and manual count workflows.
Stock take is more than a count sheet
For Shopify retailers, a stock take process needs more than a spreadsheet. It needs controlled sessions, variance review, recount support, and a clear finalisation step so inventory adjustments are trusted before they affect planning or operations.
What the workflow covers
Ezy-OTB supports a structured stock take workflow from session setup to final reconciliation.
- Create and manage stock take sessions per store.
- Capture counts with scan and manual entry modes.
- Review expected versus counted stock and approve variances.
- Upload finalised results into Shopify-linked processes.
Why stock take matters for planning
Accurate stock is essential for open to buy, replenishment, forecasting, and purchase order review. A disciplined stock take process reduces planning noise and improves confidence in buying decisions.