Automating Stock Takes with Shopify Flow

Managing stock takes across a lot of locations can be an awful lot of admin work. We can help automate this process now with our new Shopify Flow integration.

Check out our video or read on to see how it works.

Setting up the Schedule

First, open Shopify Flow and create a new workflow. We want to create a stock take regularly—for example, once a month—so that our teams can ensure that the stock is accurate without us having to manually create the lists every time.

Start by adding a Schedule trigger. We'll set this to start on the 1st of January at 8:00 AM. Then, add a monthly repeat rule. This ensures a stock take is generated automatically at least once a month.

Targeting Your Locations

Next, we need to tell the workflow where to run these stock takes. Add the Get location data action to look up your stores.

You can filter this list down using Shopify Flow's logic. For example, I want to exclude my warehouse from this automation and only target my retail outlets.

Creating the Stock Takes

Now we need to loop over each of these locations. Add a For each action and select the location data we just retrieved.

Inside the loop, add the Create a stock take action.

• Location ID: Map this to the ID from the current item in the loop.
• Name: You don't always need to create a name; it can be generated for you automatically.
• Settings: You can configure exactly how the stock take runs using the same settings you are used to in the stock take app.

Launching the Automation

Finally, name your workflow and turn it on.

And that's it—automated stock take creation. Your teams can simply start counting when the stock take is created automatically each month. It's the easiest way to ensure your inventory is accurate and remove the administrative burden of setting up counts manually.