Receive & Adjust Inventory

Easily receive inventory items and raw goods in BackOffice when you get more units in stock. Keep inventory levels accurate, effortlessly update costs, and quickly print labels directly from the receiving page.

Make adjustments to fix incorrect quantities by adding to, removing from, or replacing the current quantity of items or raw goods. Track the date, user, reason, and other details for each adjustment using the Adjustment History report.

Table of Contents

Receive Inventory

The receive inventory feature allows you to add new units from re-orders, update costs while receiving, and print barcode labels for all received items.

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

    Only inventory items set up with ‘Track Inventory’ as true and ‘Register Status’ as active can be received using this method.

  3. If receiving an item with variants, click 'Cancel' to remove variants you are not receiving.
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  4. If the 'Current Quantity' is negative, adjust it to the correct quantity on hand before receiving the item. Learn how to adjust inventory quantities here.
    Failure to complete step 4 will result in an incorrect quantity and cost for the item after receiving it.
  5. Enter the 'Received Quantity' and adjust the pre-filled 'Received Unit Cost' or 'Total Line Cost' if needed.

    Not sure what goes in each column? See our definitions below.

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    Received Quantity | Total number of the item being received.
    Received Unit Cost | Per-unit cost of the received item. This automatically populates with the item’s previous receiving cost. If the item has never been received, the item’s current cost is used. Adjusting this will update the Total Line Cost.
    Total Line Cost | Total cost of all units received. This populates automatically after entering the Received Quantity and is calculated by multiplying the Received Quantity and Received Unit Cost. Adjusting this will update the Received Unit Cost.
    Total (bottom row) | Total value of the Received Quantity and Total Line Cost columns.

    By default, New Cost updates to a weighted average of the ‘Current Cost’ and the ‘Received Unit Cost’.
  6. (Optional) Click 'Print Label' to print barcode labels for the items received to your DYMO printer.
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    Note: The number of units received is automatically entered in the Print Label dialogue box as the quantity of labels to print. If necessary, adjust the label style and quantity before clicking ‘OK’.
    To learn how to add prices and currency symbols to printed labels, follow the steps here.

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  7. (Optional) Click '+ Receive another item' and repeat steps 2-6 to add additional items to the receiving page or use the search bar to quickly add items.

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

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  8. Click 'Receive' to finish receiving the item(s).
  9. In ShopKeep, open the Control Panel & tap 'Get Updates' to sync updated 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:

Adjust Inventory

Using Adjust Inventory

Adjust Inventory is helpful for adjusting several items from a single page without having to navigate away. If you use raw goods, they 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 inventory items set up with ‘Track Inventory’ as true and ‘Register Status’ as active can be adjusted.

  3. Enter a number of units.
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  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.

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From the Items List

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

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

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

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

Track the date, time, and other details of the adjustments made in BackOffice using the Inventory Adjustment report. This report shows all adjustments made to both inventory items and raw goods.

The Adjustment History report shows only inventory adjustments. Currently, there is no report for received inventory.

Run the Report

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

  1. Click 'Analytics' and select 'Adjustment History'.
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  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.

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Date | Date and time each adjustment was made.
Username | BackOffice username of the employee who made the adjustment.
Adjustment Reason | Reason entered for the adjustment. Adjustments made via Adjust Inventory display the reason ‘Updated in BackOffice’.
Delta | Total number of units added to or removed from inventory.
Cost | Item’s cost at the time of adjustment.
Total | Value of the units added to or removed from inventory (Delta x Cost).

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