Receive & Adjust Inventory

Keep BackOffice inventory levels accurate by receiving and adjusting items. Receive inventory and raw goods when you get more units in stock, make adjustments to fix incorrect quantities, and track all adjustments with the Adjustment History report.

Table of Contents

Receive Inventory

Receiving inventory allows merchants to add new units from reorders and update costs at the same time.

Watch our Receive Inventory video below:

Receive Inventory
  1. In BackOffice, click 'Items' and select 'Receive Inventory'.
  2. Search for an item or raw good by name or UPC and click on it.

    Only items with Track Inventory set to True and Register Status set to active can be received.

  3. If receiving an item with variants, delete any variants you are not receiving.
  4. If the item has a negative quantity, adjust it to the actual quantity on hand before receiving the item.
  5. Enter the number of ‘Units received’ and the ‘Total line cost’.

    Units received | Total quantity of the item being received.
    Total line cost | Units received multiplied by the cost per unit.

    Click to Enlarge

    By default, New cost updates to a weighted average of the old cost and the receiving cost.
    To use last cost instead, follow the steps here to disable the weighted average cost feature.

  6. (Optional) Repeat steps 2 - 5 to add additional items to the receiving screen.

    Do not add any single item more than once. Doing so will result in the item not receiving properly.

  7. Click ‘Save’ to finish receiving the item(s).
  8. In ShopKeep, open the Control Panel & tap 'Get Updates' to sync new item costs to the register.

    If you receive an error while getting updates, visit our troubleshooting guide for help.

Adjust Inventory

Adjust Inventory allows merchants to quickly add to, remove from, or replace the current quantity on hand for individual items or raw goods. There are two different ways to adjust your inventory, learn about each below.

Check out our Adjust Inventory video below:

Adjust Inventory

Using Adjust Inventory

Adjust Inventory is helpful for adjusting several items without having to navigate away from a single page. Raw goods must be adjusted using this method.

  1. In BackOffice, click 'Items' and select 'Adjust Inventory'.
  2. Search for an item or raw good by name or UPC and click on it.

    Only items with Track Inventory set to True and Register Status set to active can be received.

  3. Enter a number of units.
    Click to Enlarge
  4. Select 'Add to Count' or 'Replace Count'.

    Add to Count | Adds the number entered to the current item quantity.
    Replace Count | Sets the item’s current quantity to the number entered.

    Click to Enlarge

From the Items List

Adjust items from the Items List if you want to enter and track the reasons behind your adjustments.

  1. In BackOffice, click 'Items' and select 'Items List'.
  2. Search for an item and click on it.
    Click to Enlarge
  3. Click 'Adjust'.

    For items with variants, click ‘Adjust’ next to the name of a variant.

    Click to Enlarge
  4. Choose to 'Add' or 'Remove' units from inventory and select a quantity (1 - 100).
    Click to Enlarge
  5. Enter a reason for the adjustment and click 'Update'.
    Click to Enlarge

Adjustment History Report

Track the details of your inventory adjustments with the Adjustment History report.

This is only for adjusted inventory. Currently, there is no report for received inventory.

Run the Report

From BackOffice, run the Adjustment History report for an overview of inventory adjustments during a specific period of time.

  1. Click 'Analytics' and select 'Adjustment History'.
    Click to Enlarge
  2. Click the Date icon to choose a preset or custom range, then click 'Retrieve'.

Read the Report

The Inventory Adjustment report allows you to track who adjusts inventory, when adjustments are made, and how adjustments impact the overall inventory value.

Click to Enlarge

The Adjustment History report displays the following information for items and raw goods:

  • Date and time of each adjustment
  • BackOffice username of employee who made the adjustment
  • Reason for the adjustment
  • Adjustments made via Adjust Inventory have the reason ‘Updated in BackOffice’

  • Total number of units added or removed (Delta)
  • The item cost at time of adjustment
  • Total adjustment value (Delta x Cost)
  • Sum of totals for all inventory adjusted during that period

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