Inventory

What Bookkeep Inventory does — purchase orders, receiving, ledger-backed costing that values COGS in Shopify and QuickBooks — and where to go next.

Explain on each of the setup options Bookkeep Inventory provides. Intended for users who are new to the app.

Manage who can use Bookkeep Inventory: grant Shopify access to open the Bookkeep app, assign Bookkeep roles that control what each user can view and do, give store staff Inventory Only access, and upgrade users to full permissions.

How Bookkeep Inventory handles currency on purchase orders, receipts, fees, and opening costs, and how to buy from suppliers who invoice in a different currency as compared to your shop's.

The full path from Stocky to Bookkeep Inventory: connect your API key, import suppliers and purchase order history, seed your opening weighted average cost from a variant CSV, and run your first live purchase order.

Where Bookkeep Inventory gets each item's cost, what the weighted average cost and last cost received setting changes in Shopify, and what happens when you switch between the two.

Every point in the purchase order lifecycle where Bookkeep Inventory adds to or subtracts from Shopify's incoming and available quantities: ordering, receiving, rejections, over-receipts, unplanned items, voids, cancels, reverts, and what Bookkeep never touches.

How Bookkeep calculates weighted average cost (WAC) from a replayable variant cost ledger, how WAC is first established when you migrate from Stocky, and how landed cost allocation and the Shopify cost sync feed your COGS.

Answers to the questions merchants ask most about Bookkeep Inventory: getting data out of Stocky, suppliers, weighted average cost, bills to QuickBooks, receiving, stocktakes, transfers, and stores that run more than one entity.

October 30