A stocktake (cycle count) is a physical inventory count session for one store location. You count what is actually on the shelf, Organizely compares it to the expected quantity, and committing the count files inventory adjustments that bring your records in line with reality (and sync to Shopify). Find stocktakes at Warehouses → Stocktakes.
Create a count
Go to Warehouses → Stocktakes and start a new count.
Pick the store location you are counting.
Choose the scope: a full count of every variant at the location, or a partial count (see the scope options below).
Set the count options you want (blind count, committed-inventory column) before you open it.
Open the count. At the moment it opens, Organizely freezes the expected on-hand quantity and cost for each variant in the count, so later stock movements do not shift your baseline mid-count.
Note: The expected figures are a snapshot taken when the count opens. That frozen baseline is what every line's variance is measured against.
Scope options (full or partial)
A full count includes every variant at the chosen location. A partial count lets you focus on a subset, scoped by any of:
Vendor
Supplier
Category
ABC grade
A variant limit (cap the number of variants in the count)
Count each line
Each variant in the count is one line in the worksheet. For every line you can:
Click "correct" for a one-click match, which sets the counted quantity equal to the expected quantity (nothing changed on the shelf).
Enter a counted quantity manually when the shelf differs from what was expected.
As you count, Organizely shows a live variance per line and a running total, in both quantity and cost, so you can see the size of the discrepancy while you work.
Barcode counting
You can count by barcode instead of typing quantities:
Put your cursor in the worksheet's barcode field.
Scan a barcode with a USB or handheld scanner (the scanner types the code and presses Enter), or type the barcode by hand.
Each accepted scan adds +1 to the matching line.
The input stays focused after each scan, so you can fire off back-to-back scans without clicking again. If a barcode is unknown, or belongs to a variant that is not in this count, it is flagged rather than silently counted.
Tip: For camera-based scanning, use the global scan button in the app.
Blind counts
Turn on a blind count when you create the stocktake to hide the expected quantities while your team counts. Counters record what they physically find without seeing the target number, which keeps the count honest. Variance is still calculated behind the scenes, and the expected quantities and per-line variance are revealed once the count is committed.
Committed-inventory column
The optional committed-inventory column shows, next to each line, the units already committed to open Shopify orders. It is on by default and is a per-stocktake toggle you set when you create the count.
It loads in the background after the count opens and does not block counting.
It fills in live as the data hydrates.
If it only partially loads or fails, a Retry action is available.
You can commit the count while this column is still loading.
Missed lines
Lines you never counted collect in a missed-lines tab. For those uncounted lines you can:
Zero them as shrinkage (treat the missing units as lost stock and adjust them to zero), or
Exclude them from the count (leave their recorded quantity untouched).
This lets you close out a count cleanly without having to physically touch every single variant.
Commit the count
Committing is the step that changes your inventory. When you commit:
Organizely files cycle-count inventory adjustments for every line whose count differs from the frozen expected quantity.
Those adjustments sync to Shopify like any other inventory movement.
Once a count is committed (or cancelled), it becomes read-only, preserving it as a historical record.
Note: Review your variances (and handle the missed-lines tab) before committing. Committed and cancelled counts cannot be edited afterward.
Export a variance report
At any point you can export the count's variance report as a CSV. Each row covers one variant (with its SKU and barcode), its expected and counted quantities, and the resulting quantity variance and cost variance, followed by a totals row, so you have a complete per-line record for your own review.
Need help?
If you have questions about running a stocktake, reach out to our support team.