Stock Take Filters

Twist: Stock Take uses filters to allow accurate reporting for stock counting of smaller sections of your store’s inventory.

The benefits of filters include:

1. Identifying missing items: Once you have finished counting products for your stock take, you will be able to view items that are possibly missing. These items are included in your stock take filters but were not counted.
2. Identifying miscategorized items: Once you have finished counting products for your stock take, you will be able to view items that are possibly miscategorized. These items are not included in your stock take filters but were still scanned during the stock take. You may want to update their categorization.

The currently supported filters:

Tags, Product types, Status, Vendors, Metafields, Specific Products

Example: T-Shirt Inventory Count

Let’s walk through a practical example of using filters to count T-shirts in your store.

Setting Up Filters

Imagine you want to count all T-shirts in your store. You would set up filters like:

Filter Configuration:

• Product Type: “T-Shirt” or “Apparel/T-Shirt”
• Tags: “clothing”, “tops”, “summer-collection”
• Vendor: “Premium Tees Co”
• Status: “Active”

During the Stock Take

You proceed to count your T-shirt inventory. The system expects to find all products matching your filter criteria.

After Counting: Identifying Issues

1. Missing Items

Tip

Scenario: You have a “Vintage Band T-Shirt” in your inventory that wasn’t scanned during the count.

Why it’s flagged as missing:

• Product Type: ✅ “T-Shirt”
• Tags: ✅ Has “clothing”, “tops”, “summer-collection”
• Vendor: ✅ “Premium Tees Co”
• Status: ✅ “Active”

This item matches ALL filter criteria but wasn’t counted. It appears in your “Missing Items” report, indicating it might be:

• Misplaced in the store
• Out for display
• Actually out of stock but not updated in the system

2. Miscategorized Items

Caution

Scenario: You scanned a “Graphic Tank Top” during your T-shirt count.

Why it’s flagged as miscategorized:

• Product Type: ❌ “Tank Top” (not “T-Shirt”)
• Tags: ⚠️ Has “clothing” and “tops” but missing “summer-collection”
• Vendor: ✅ “Premium Tees Co”
• Status: ✅ “Active”

Reason for miscategorization: This item was scanned but doesn’t match your T-shirt filters. The issues are:

1. Wrong product type (“Tank Top” instead of “T-Shirt”)
2. Missing the “summer-collection” tag

Action needed: Either:

• Update the product type if it’s actually a T-shirt
• Add missing tags if appropriate
• Exclude from this count if it’s correctly categorized as a tank top

Benefits of This Approach

Accurate Counts

Only count products that truly belong in your T-shirt category

Error Detection

Quickly identify products with incorrect tags or categorization

Inventory Insights

Discover missing items that need to be located or written off

Data Cleanup

Use miscategorization reports to improve your product data