Thrive Inventory by Shopventory offers Reconciliation Worksheets if you prefer to do the more old-fashioned method of taking inventory. This pen-to-paper worksheet allows you to print out your inventory list or download it into a spreadsheet for easy overviews and manual stock counts.
NOTE: Other options for reconciling your inventory include:
Perform a stocktake.
Download a bulk upload spreadsheet (Edit or Reconcile Inventory Quantities) that you can edit and re-upload.
Or simply scan your products using the Barcode Scanner Mobile App and make any needed changes there.
Generating a Reconciliation Worksheet
Simply go to the Inventory section of Shopventory and click on the Actions button at the top of the page.
Once you click the download button, you have a few options to refine the download:
Only one location at a time can be reconciled. For a full export of inventory across all locations, you can download an inventory report from the Reports section of Shopventory.
You can select one Category or all to be included in the download.
If you need to print a worksheet for more than one category, but not necessarily your entire catalog, you would need to run a Reconciliation Worksheet for each of the categories (one for each category) or one worksheet with all of the categories (and then isolate those three on a CSV file, read more below).
Sort by Category
This will sort the sheet by Category if you're not limiting the download to just a single Category. Otherwise, if you have this toggled off, the list will be sorted alphabetically by product name.
Include Current Counts
If you are going to print out a worksheet for a manual stock count, we don't recommend including the current quantities as that can bias the person counting.
Include Category Names
If you are downloading a PDF, this will change the orientation to Landscape (horizontal) rather than the usual Portrait (vertical). The choice is yours!
Horizontal Variation Layout
This option will enable the 'Include Current Counts' and 'Include Category Names' options. The download will have all Variants of an Item laid out horizontally--this is especially useful if you have a lot of variants!
You have the option to download the Reconciliation Worksheet in the form of a PDF or a CSV file.
PDF files are meant to be easily printed and are in a more easily readable layout than a spreadsheet. A PDF cannot be edited.
CSV files are spreadsheets. They are meant to be used with office software like Microsoft Excel or Numbers.
Free alternatives include Google Sheets, Libre Office, and Open Office. CSV files are more commonly used for accounting functions, or if catalog information needs to be extracted. You can use the spreadsheet to enter values for a manual count if you prefer to use an electronic device like a tablet to write down counts.
Any counts that are off on your physical worksheet will need to be translated to Thrive and updated.
Stocktakes are the recommended option, but you can also make those changes using Bulk Uploads (either Edit or Reconcile Inventory Quantities OR Edit Variants) or by using the Barcode Scanner Mobile App.
Depending on the method you choose, the changes will be reported on either the Stocktake Discrepancy and/or Inventory Change Report.
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