Help

How Stock Buddy works, step by step. Once it's installed, the same guide, with more detail, is under Help inside the app.

Getting started

1. Install Stock Buddy from the Shopify App Store and open it from Apps in your Shopify admin. The setup guide on its Home page walks you through the rest.
2. Coming from Stocky? Import your suppliers, supplier costs and purchase orders first. See Moving from Stocky.
3. Add your suppliers and what you pay them for each product.
4. Create your first purchase order, or start a stocktake.

How Stock Buddy works with Shopify

Stock Buddy keeps your suppliers, purchase orders, stocktakes and reorder rules. In Shopify it changes stock levels at a location, product costs, and a retail price only when you edit one on a purchase order. It never changes orders or customers. Every change it makes is listed in the audit log, with the stock before and after.

Suppliers and their costs

Add a supplier with the currency they bill you in, then pick the products you buy from them and enter what you pay. You can add their SKU, a minimum order and a pack size. These costs fill in on every purchase order.

Purchase orders

Pick a supplier and the location the stock goes to, add products, and adjust quantities. Send it to your supplier by email, with a link to the order as a PDF, or download the PDF. Each line shows the barcode, current stock, retail price and margin. Search orders by number, reference, supplier, product, SKU or barcode.

Receiving deliveries

Enter or scan what arrived. Stock goes up in Shopify straight away. Receive part of an order now and the rest later; close an order early if the rest isn't coming.

Landed costs

Add shipping, duty and fees to a purchase order and split them by value, quantity or weight, so each product's cost in Shopify includes its share.

Stock adjustments

Add or take off stock with a reason: damaged, lost, stolen, returned or other. The reason also shows in Shopify's inventory history.

Stocktakes

Start a stocktake for a location, then scan its QR code with any phone. Counters scan barcodes with the phone's camera in the browser, with no app or Shopify login. Several people can count at once. Review the differences, then apply them to Shopify. You can keep selling while you count.

Reorder suggestions

Set a reorder point and an order-up-to level per product, or let Stock Buddy work from the last 30 or 60 days of sales and your supplier's lead time. Low products are grouped by supplier, and one click makes a draft purchase order.

Best sellers

See what sold over a period by variant or product, ranked A, B and C, with weekly sales and days of stock left.

Plans

The free plan covers one location, 3 open purchase orders at a time and 2 stocktakes every 30 days. Paid plans remove the limits and start with a 30-day free trial. Billing goes through your Shopify bill, and you can change plan or cancel from the Plan page in the app.

Common questions

Do I need a barcode scanner?

No. Stocktakes use any modern phone camera. You can also type a barcode or SKU, and a USB or Bluetooth scanner works for receiving.

Does it work with more than one location?

Yes, on the Many locations plan. Purchase orders, adjustments, stocktakes and reorder suggestions are per location.

Does it handle VAT, invoices or accounting?

No. Costs are kept for stock value and reordering. Use your accounting software for tax and invoices.

My stock in Shopify doesn't match. What now?

Check the audit log in the app for failed changes and retry them. Sales, returns and other apps also change stock, and Shopify's inventory history for the product shows every change. If the shelf still doesn't match, run a stocktake.

What happens to my data if I uninstall?

It's kept for 48 hours in case you reinstall, then deleted. Your stock and costs in Shopify stay as they are. See the privacy policy.

Contact

Email support@stockbuddy.uk. Support is by email only.