Count shelf by shelf with a location audit

A Location Audit works like a full audit, but every count is tied to a shelf or bin label such as A-01. Staff set a shelf, count everything on it, then move to the next one. It’s the easiest way to audit a large stockroom in sections.

Location Audit is included on the Growth plan and up. On Starter, the mode shows Not included in this store’s plan. See Plans, free trial and billing.

Run a location audit

1. On the mobile app’s Home tab, choose the Count location — the Shopify location you’re counting.
2. Tap Location Audit.
3. Tap the Set shelf chip at the top left of the camera view. In Shelf / bin label, type the label (for example A-01) and tap Set shelf. The chip now shows Shelf A-01.
4. Scan every item on that shelf. Each scan adds 1 to that product on that shelf.
5. Move to the next shelf: tap the chip, enter the new label and keep scanning.
6. When you’re done, tap Review & submit, check the lines and tap Submit all.

The product card shows the shelf you’re counting, and the Review count screen lists lines sorted by shelf, each with its shelf label.

Products on several shelves

Each product gets a separate line for every shelf it’s counted on. For example:

When you submit, Rack Scanner adds the lines together and sets Shopify’s available quantity at that location to the total — 12 in this example. Shopify stores one quantity per product and location, not per shelf.

Note: Because shelves are added together, count every shelf that holds a product before you submit. A product counted on only one of its shelves is set to that shelf’s count.

Require a shelf label

By default, staff can scan before setting a shelf. To make a shelf label mandatory, open Settings in the Shopify app, turn on Require a shelf label in Location Audit and click Save changes. Staff who scan without a shelf then see Scan or enter a shelf label first and are asked for one.

Review shelf counts in the Shopify app

Open Count sessions and choose a session with the mode Location audit. Its product table has a Shelf column next to Shopify before, Counted and Difference. Use the All modes filter to show only location audits. More in Count sessions and reports.

Tips

• Label shelves and bins in a consistent format, such as aisle letter plus number, so sessions are easy to read later.
• Large audits are saved on the phone as a draft until you submit. If you leave the scan screen, Home shows a card to resume the count.
• Submitting, conflicts and canceling work the same as in a full audit. See Submit counts and resolve conflicts.