Connect Shopify
Connect Shopify
Enter your myshopify.com store domain to install the app and sync inventory events.
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.
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.
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.
✓
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
Wallet PO is 6 units short
Receiving can resolve the mismatch before finance exports the month-end packet.
Assign to receiving
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
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 workspaceSupplier proof attached
Receiving notes and the PO mismatch stay beside the stock movement instead of living in a separate thread.
Cost impact flagged
Quantity deltas are highlighted before month-end so finance can review margin and vendor exposure.
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 boardDemand 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
Demand forecast lane
Convert Shopify velocity and audit confidence into a clear reorder date before stockouts start
Velocity signals sit next to ledger confidence so operators can decide whether to reorder, hold, or transfer before demand outruns trusted stock.
7d
shortest cover
2
orders timed
14
transfer units
Low cover signal7 days
Reorder by Friday
Black wallets have seven days of trusted stock after the short receipt, so purchasing sees the reorder window before a stockout.
Queue purchase order draft
Supplier hold18 days
Hold supplier reorder
White mugs have enough cover and a pending damage claim, so the board prevents a duplicate replenishment order.
Wait for supplier credit
Promo demand14 units
Transfer before promo
The weekend promotion needs fourteen units shifted from Warehouse B before Shopify promises outrun the online channel.
Schedule channel transfer
Supplier scorecard
Turn repeated receiving variances into vendor follow-up, credit requests, and reorder confidence
Receiving issues stay connected to purchase decisions so operators can see which suppliers need a claim, credit, or safer reorder plan.
3
open issues
$312
credits ready
82%
reliability score
Receiving pattern3 POs
Short-ship pattern
The last three wallet POs arrived short, so the scorecard keeps supplier reliability visible before another order is placed.
Escalate vendor review
Claim packet$312
Credit request ready
Photos, receiver notes, and quantity deltas are grouped for a clean supplier credit request instead of another spreadsheet chase.
Send credit memo pack
Buying confidence82%
Reorder confidence
The next PO shows a confidence score beside open claims so purchasing can reorder only after risk is acknowledged.
Review before reorder
Cycle count scheduler
Turn low-confidence SKUs into counted tasks before another adjustment hits the ledger
Prioritize counts from Shopify velocity, short receipts, returns proof, and locations where the ledger no longer has enough confidence for a buying decision.
3
counts queued
91%
confidence target
4 PM
next cutoff
Priority countToday
Count wallets today
The wallet shortage and seven-day cover signal make this the first cycle count before the next reorder is approved.
Assign to Warehouse B
Store display14 units
Audit promo display
A weekend promotion moved units faster than expected, so the retail floor needs a quick count before online availability updates.
Check before 4 PM
Returns proof2 notes
Spot-check returns bin
Returned items with missing condition notes stay out of trusted stock until the returns team confirms sellable inventory.
Attach condition note
Reservation promise lane
Protect committed orders before transfers or purchase decisions reallocate trusted stock
Match Shopify order holds, cart expirations, and transfer plans against the trusted ledger so operators know which stock can move without disappointing customers.
8
paid orders held
5
units releasable
96%
promise confidence
Paid demand8 orders
Hold paid orders
Eight paid online orders reserve trusted wallet stock before replenishment or transfer plans move units elsewhere.
Keep 8 units reserved
Cart timeout5 units
Release stale carts
Expired cart holds are separated from paid orders so the team can recover sellable stock without breaking customer promises.
Release 5 units at 5 PM
Promise check96% safe
Transfer after promise check
Warehouse B can cover the online channel only after existing pickup and VIP reservations stay protected in the ledger.
Approve 14-unit transfer
Channel availability lane
Keep Shopify, retail pickup, and marketplace stock promises aligned after every audited adjustment
Translate ledger confidence into available-to-sell decisions so each channel gets the same trustworthy stock story before customers see it.
3
channels checked
14
transfer units staged
1
feed hold active
Shopify online96% safe
Online channel protected
The wallet shortage lowers available-to-sell only after paid orders stay reserved and Warehouse B transfer stock is confirmed.
Keep 8 units committed
Retail pickup4 slots
Retail pickup capped
Store pickup availability stays capped until the cycle count closes, preventing another customer promise from using untrusted units.
Cap at 4 pickup slots
Marketplace1 hold
Marketplace sync held
Marketplace stock feeds pause for the impacted SKU while finance proof and supplier variance notes remain unresolved.
Resume after supplier note
Backorder triage lane
Prioritize supplier recovery, partial fulfillment, and customer messaging before a shortage becomes churn
Turn the same audited shortage into a fulfillment plan, vendor recovery task, and customer ETA so teams can move quickly without splitting the proof trail.
8
orders protected
$420
supplier credit
24h
customer ETA
Promise protection8 orders
Split shipment first
Ship the available wallet units now while the supplier shortage remains tied to the original PO variance and customer promise.
Protect 8 paid orders
Vendor recovery$420
Supplier credit chase
Keep the short-shipped units, receiver note, and expected vendor reply attached so purchasing can recover cost before reordering.
Credit request due today
Customer update24h ETA
Customer ETA update
Customers with delayed fulfillment get a clear ETA only after transfer stock, backorder quantity, and supplier recovery are reconciled.
Send ETA after transfer check
Shrinkage investigation lane
Connect unexplained stock loss to counted locations, staff context, and the next prevention task
Bring cycle counts, write-offs, owner notes, and location patterns into one audit-ready view so loss-prevention decisions do not depend on spreadsheet archaeology.
-9
units to explain
2
staff notes
1
control queued
Stock loss signal-9 units
Unexplained variance
Cycle counts and damaged write-offs are grouped by SKU, location, and owner so loss-prevention sees which movement needs investigation first.
Review Wallet aisle B
Staff context2 notes
Access pattern review
InventoryLedger keeps staff actions beside count changes, helping teams separate training gaps from shrinkage risk without exporting spreadsheets.
Check 2 staff notes
Next controlToday
Prevention task queued
Once the variance is explained, teams can schedule a cycle count, camera review, or receiving SOP task while the audit trail stays intact.
Queue daily count
Interlocation transfer board
Move trusted stock between locations only after channel promises and audit proof stay protected
Pair transfer recommendations with reservation checks, source-location confidence, and finance-ready evidence before inventory leaves one site for another.
2
locations balanced
14
trusted units staged
1
memo attached
Source location14 units
Source stock confirmed
Warehouse B has counted wallet inventory available only after reservations, cycle-count confidence, and supplier shortage proof are checked together.
Stage 14 trusted units
Destination demand7 days
Destination demand protected
The online channel receives transfer priority because Shopify velocity shows seven days of cover left and retail pickup already has committed units protected.
Protect online availability
Audit proof1 memo
Finance memo follows
The transfer keeps the original PO variance, receiver note, and approving owner attached so month-end sees why stock moved between locations.
Attach memo to export
Vendor recovery lane
Turn supplier shortages into credit claims, replacement ETAs, and reorder confidence without losing the audit trail
Keep purchasing, receiving, and finance aligned on the same supplier recovery packet so every stock decision carries evidence instead of another spreadsheet follow-up.
$420
credit claim ready
24h
vendor reply SLA
82%
reorder confidence
Claim evidence$420
Credit claim packet
Bundle the short receipt, receiver note, SKU impact, and expected supplier credit so purchasing can send one defensible claim instead of screenshots.
Send $420 claim today
Recovery timing24h
Replacement ETA
Keep the supplier reply window beside Shopify cover so operators know whether to wait for replacement stock or transfer from another location.
Vendor reply due in 24h
Buying confidence82%
Reorder hold released
Once credit and replacement proof are attached, the buying team can release the next PO with the same audit trail finance will review later.
Release after proof check
Inventory activity
A clear activity view for stock changes, responsible people, locations, reasons, and export-ready context.
Showing 4 of 4 events
filtered net units
+73
needs proof review
1
largest movement
+42
CSV preview for current filters
4 filtered events ready for finance review after you connect a real workspace.
event_id,occurred_at,sku,location,quantity_delta,status,note evt_po_wallet_001,2026-05-24T18:42:00Z,WALLET-BLACK,Dock 2,42,needs_review,Vendor short-shipped six units; finance needs CSV export. evt_cycle_linen_001,2026-05-24T15:18:00Z,LINEN-SHIRT-BLUE-M,Warehouse B,-3,resolved,Cycle count found three damaged units in aisle B. evt_damage_mug_001,2026-05-24T12:06:00Z,CERAMIC-MUG-WHITE,Retail floor,-8,resolved,Breakage reported during warehouse transfer. evt_return_wallet_002,2026-05-23T16:30:00Z,WALLET-BLACK,Warehouse B,42,resolved,Returned units inspected and restocked for online sale.
PO received quantity mismatch
needs_reviewWALLET-BLACK · Slim Leather Wallet
Vendor short-shipped six units; finance needs CSV export.
Actor
Ari — Receiving
Location
Dock 2
+42
Cycle count adjustment
resolvedLINEN-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
resolvedCERAMIC-MUG-WHITE · Ceramic Mug — White
Breakage reported during warehouse transfer.
Actor
Jon — Store manager
Location
Retail floor
-8
Return restocked after inspection
resolvedWALLET-BLACK · Slim Leather Wallet
Returned units inspected and restocked for online sale.
Actor
Nina — Returns
Location
Warehouse B
+42
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