Approve and apply stock count adjustments

Approve and apply stock count adjustments when the discrepancy review is complete and the counted quantities should update Shopify inventory.

Plan Requirement

Ops plan or higher.

Role Or Permission Requirement

approve_apply_adjustments is required. If Settings require separation of duties, the counter may not be allowed to approve their own adjustment request.

App Path

Shopify Admin > Apps > BackstockOps > Stock counts > open a count.

Direct app path: /app/stock-counts/{stockCountId}.

UI Labels

Approval and application use these labels:

  • Adjustment reason
  • Adjustment note
  • Approve adjustments
  • Apply adjustments
  • Approved adjustment
  • Apply approved adjustments

Steps

  1. Open the stock count.
  2. Review Expected, Counted, discrepancy counts, and Net adjustment.
  3. Choose an Adjustment reason.
  4. Add an Adjustment note when the discrepancy needs context.
  5. Select Approve adjustments.
  6. If an approval request appears, an eligible approver should select Approve.
  7. After the count is approved, select Apply adjustments or Apply approved adjustments.
  8. Confirm the success state and spot-check the Shopify location inventory.

Shopify Read And Write Behavior

Approval records the decision in BackstockOps and audit history. Applying approved adjustments writes Shopify inventory adjustments for the affected location. BackstockOps does not write supplier records, purchase order fields, or transfer plans to Shopify as part of this action.

Expected Success State

The count shows an approved or adjusted state, the approved adjustment section includes the reason, adjustment lines, and net adjustment, and Shopify inventory reflects the applied adjustment.

Common Troubleshooting

  • Approve adjustments is disabled: the count may not be ready for review, or the user lacks approve_apply_adjustments.
  • Apply adjustments is disabled: the count must be approved before applying.
  • The approver cannot approve: separation-of-duties settings may require a different staff user.
  • Shopify did not change: confirm the apply action completed and collect the count name, location, timestamp, and any error message for support.

Related Articles

  • Stock Counts
  • Run a stock count
  • Zero missed stock count lines
  • Configure BackstockOps settings
  • Use BackstockOps workflow roles and approvals

Search Keywords

approve adjustment, apply adjustment, stock count approval, adjustment reason, adjustment note, Shopify inventory adjustment, separation of duties, approver

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