We understand that purchasing or updating hardware is not always an option. Tally has the flexibility to work with or without a scanner and we want to continue to make it as flexible as possible.
Follow these instructions if using Tally without a scanner.
Desktop iPad or iPhone
Manually add stock quantities by accessing Tally in your Shopify store's admin or iPad/iPhone POS.
Please note that you can also enable staff permissions on the POS by using POS-only staff accounts. More information on how to set this up can be found here.
- Only one user should create a new stock count by creating a name, then choosing a location and a collection
- Once you've created the stock count, begin typing in the new quantities in the last column titled 'New Counts'
- The inputted value should be a whole number; if decimal or negative, then the count will not be saved
- When you've entered a valid number, a check mark will appear on the side; hovering above it will display the last saved time stamp
- When you've completed entering all new counts, move to the next (Report) step
- Check for discrepancies and you may enter recounts if needed back in the last (Physical Count) step
Note: Only one user should update the Shopify inventory
- Once successfully updated, you may return to the stock counts table and download a CSV report
Importing a CSV in Tally is simple. It only needs to include two fields; either
- SKU and Count
- Barcode and Count
Note: Although these 2 fields are separate in Shopify, they are treated the same in Tally. It's a good idea to consistently use one or the other across all of your stock counts.
Creating a CSV worksheet
You can easily create a CSV from your Shopify store's admin. Please note the following method is not currently usable for Barcodes or SKUs starting with '0'.
Creating a CSV Worksheet using SKU:
1. Create an export from the 'Inventory' section of your store.
2. Select 'All Variants' and the desired location.
3. Delete all of the fields other than the SKU and the location column which should have the current inventory.
Note: You could also leave the product name or any column that would help the warehouse person find the items but delete them on import.
4. Provide worksheet to whoever is doing the count.
5. When the count is complete rename the column to 'SKU' and 'Count' and delete any other columns
6. Import file into desired stock count. Correct any errors according to error message.
Items that are not in that location or the collection filter you've selected when you created the stock count will be ignored on import. Special characters, words and negative amounts will be rejected on import and will need to be corrected.
If an import is successful, a green success banner will appear. Some errors do not fail the import but will still need to be corrected. In this case do not re-import the same CSV as it will double the correct counts. Instead, delete all except for the rows specified in the error and re-import.