Shopify audit workspace

Understand every Shopify stock change in minutes

A minimal workspace that shows what changed, who changed it, and what needs attention before inventory questions become finance problems.

demo-shop.myshopify.com · Sample ledger · connect your store when ready

Inventory activity

Three simple steps.

30 days

01

Review what changed

See the product, location, quantity change, owner, and reason in one compact view.

02

Connect your store

Start the trial from /login, then install Shopify when the workspace is ready.

03

Save the audit trail

Keep a clean record for operations, finance, and supplier follow-up.

Connect Shopify

Connect Shopify

Enter your myshopify.com store domain to install the app and sync inventory events.

Total events

4

Net quantity delta

+73

Locations

3

Unresolved events

1

Store readiness

Know what is configured before saving real data

Start the real workspace from /login to unlock live Shopify sync.

Start real workspace

Demo store connected

Sample Shopify context is loaded so merchants can inspect the workflow before OAuth.

Read-only inventory scope

The trial path explains inventory, product, location, and order context before live install.

Export packet ready

The demo keeps CSV, notes, and finance proof visible without pretending sample data is saved.

Exception queue

Next best actions from the ledger

3 open
Short shipment

Wallet PO is 6 units short

Receiving can resolve the mismatch before finance exports the month-end packet.

Assign to receiving

Prevent oversell

Blue linen shirt has channel risk

Online demand is ahead of retail floor count, so the next move is a clean transfer.

Transfer from Warehouse B

Finance review

Supplier note missing from CSV

The audit packet needs one attached explanation before the ledger is saved.

Attach supplier note

Resolution lane

Resolve exceptions without losing the audit trail

The demo now shows how a Shopify inventory issue moves from signal to owner, proof, and saved closeout record.

01Detect

Surface the stock signal

Short receives, negative inventory, and channel mismatches stay connected to the original ledger event.

02Assign

Route to the right owner

Receiving, warehouse, returns, and finance each see the next step without switching to a spreadsheet.

03Prove

Attach context before export

Supplier replies, staff notes, quantities, and locations are preserved before the finance packet is created.

04Close

Save the resolved audit packet

Real workspaces can keep a closed-loop record for month-end review and future supplier conversations.

Finance handoff

Review-ready export pack

Show operators exactly what finance receives before they start a real workspace: proof, cost context, and audit notes in one packet.

Create export-ready workspace
Proof

Supplier proof attached

Receiving notes and the PO mismatch stay beside the stock movement instead of living in a separate thread.

Impact

Cost impact flagged

Quantity deltas are highlighted before month-end so finance can review margin and vendor exposure.

Export

CSV + audit notes

The saved workspace keeps a clean export path for accounting, suppliers, and operations follow-up.

Replenishment planner

Turn audit findings into the next purchase or transfer decision

Inventory teams can see which exception needs a PO, a receiving update, or a stock transfer before the ledger closes.

Create a live replenishment board
Demand risk7 days cover

Wallets need a reorder plan

The PO short shipment leaves less than one week of cover at current Shopify velocity.

Draft reorder note

Receiving ETA2 days late

Supplier follow-up is due

The receiving team can attach the vendor reply before finance reviews the shortage.

Request supplier update

Transfer planTransfer 14 units

Move shirts before oversell risk

Warehouse B has enough on-hand stock to protect the online channel without waiting for a new PO.

Queue transfer task

Inventory health radar

See which stock risks deserve attention before the ledger closes

A compact health layer translates sample ledger events into confidence, audit readiness, and revenue exposure so the demo feels like a decision cockpit.

3 open risks

health signal

91% trusted stock

health signal

2 missing proof notes

health signal

On hand confidence91%

Most counted stock is trusted

Cycle counts, receiving notes, and location signals show where operators can rely on the current quantity.

Audit readiness2 notes

Two records need proof

Supplier notes and return disposition details are called out before the finance export is saved.

Revenue exposure$1.8k

Short stock has sales impact

Demand velocity and open exceptions estimate how much revenue is at risk if the team does not act.

Purchase order variance board

Turn short receipts into supplier-ready follow-up before finance exports the ledger

A focused board connects the short-shipped purchase order to the owner, proof, and export blocker so teams can close the loop without a spreadsheet.

01Receive shortage
02Collect supplier proof
03Release finance packet
Supplier24h

Vendor reply due

The wallet PO needs a documented supplier response before the six missing units hit the month-end export.

Request supplier confirmation

ReceivingDock 2

Receiver note attached

Dock 2 notes stay tied to the original stock movement so operations and finance review the same source of truth.

Proof ready for review

FinanceCSV

Finance export blocked

The CSV packet stays gated until the supplier explanation is attached to the variance record.

Resolve before export

Fulfillment promise monitor

Spot orders at risk when inventory corrections change what customers were promised

Connect stock movements to pickup windows, online transfers, and VIP orders so operators can protect revenue before customers notice.

3

orders at risk

96%

promise confidence

1

priority escalation

Pickup SLA42 min

Pickup window at risk

A retail-floor correction leaves one pickup order below promised availability unless the team confirms stock in the next hour.

Confirm aisle count

Transfer14 units

Online order needs transfer

Warehouse B can cover the channel risk created by the blue shirt adjustment before the order misses fulfillment cut-off.

Queue transfer task

Priority order$620

VIP order protected

The ledger keeps the reserved wallet order visible while receiving resolves the supplier shortage.

Hold available stock

Returns restock inspector

Separate sellable returns from quarantine and write-offs before stock goes live

Returned inventory gets a clear disposition path so operators do not accidentally restock damaged units or hide write-offs from finance.

6

returns inspected

3

restocked units

2

proof notes needed

Sellable+3

Restock after inspection

Three returned mugs passed inspection and can be safely added back to online availability.

Release to sellable stock

Quarantine2 held

Quarantine damaged units

Two wallets need photos and a warehouse note before the team decides whether to restock or claim supplier credit.

Attach condition proof

Write-off-1

Write off broken inventory

One ceramic mug is broken and should stay out of available stock while finance reviews the loss reason.

Send loss note to finance

Margin guardrail

See which inventory fixes change profit before finance closes the month

Tie supplier credits, avoided markdowns, and booked losses to the exact stock event so the ledger explains margin impact as clearly as quantity changes.

$312

supplier credit due

2.8%

protected margin

1

booked loss

Supplier credit$312

Supplier credit due

The short-shipped wallet PO keeps a credit estimate beside the vendor follow-up and finance export blocker.

Collect credit proof

Markdown risk2.8%

Markdown prevented

A transfer decision protects online shirt availability before the team discounts remaining retail stock unnecessarily.

Protect full-price demand

Loss control-$48

Loss booked cleanly

The damaged mug write-off stays separated from sellable returns so finance sees the real loss reason.

Attach loss reason

Cash conversion watchlist

See which inventory decisions free cash before purchasing commits another dollar

A working-capital layer connects slow stock, PO holds, and transfer actions to the audit trail so operators can protect cash as well as quantity accuracy.

$4.2k

tied-up cash

2

release actions

48h

PO hold window

Dead stock cash$4.2k

Slow stock needs a release plan

Low-velocity wallets are flagged before another reorder locks more cash into inventory that is not moving.

Review sell-through before PO

PO hold48h

Pause replenishment until variance closes

The short receipt keeps the next wallet purchase on hold until receiving attaches supplier proof.

Hold reorder for 48 hours

Transfer frees demand14 units

Move stock before buying more

Warehouse B can cover online demand with an internal transfer, reducing the need for an emergency purchase.

Use available stock first

Dead stock aging board

Turn aging stock into markdown, transfer, and supplier-return decisions before cash gets trapped

Aging buckets sit beside the audit trail so merchandisers can decide whether to mark down, move, or return slow inventory with proof attached.

$4.2k

aging cash at risk

90+

days aged

3

actions queued

Aged 90+ days90+ days

Markdown candidate

Wallet inventory has crossed the 90-day aging line, so the board recommends a targeted markdown before the next PO lands.

Approve markdown guardrail

Store demand shift14 units

Transfer to faster store

Warehouse B demand is healthy while retail stock sits idle, making a transfer safer than another replenishment order.

Queue store transfer

Supplier return$1.1k

Return to vendor

A low-velocity batch still has supplier-return eligibility, keeping trapped cash visible before the credit window closes.

Attach supplier credit note

Inventory activity

A clear activity view for stock changes, responsible people, locations, reasons, and export-ready context.

PO received quantity mismatch

needs_review

WALLET-BLACK · Slim Leather Wallet

Vendor short-shipped six units; finance needs CSV export.

Actor

Ari — Receiving

Location

Dock 2

+42

Cycle count adjustment

resolved

LINEN-SHIRT-BLUE-M · Linen Shirt — Blue / M

Cycle count found three damaged units in aisle B.

Actor

Maya — Warehouse lead

Location

Warehouse B

-3

Damaged stock write-off

resolved

CERAMIC-MUG-WHITE · Ceramic Mug — White

Breakage reported during warehouse transfer.

Actor

Jon — Store manager

Location

Retail floor

-8

Return restocked after inspection

resolved

WALLET-BLACK · Slim Leather Wallet

Returned units inspected and restocked for online sale.

Actor

Nina — Returns

Location

Warehouse B

+42

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