Task IntentInventory

Inventory Reconciliation Report

Compare expected vs actual inventory levels, identify discrepancies, find shrinkage patterns, and create a reconciliation action plan.

What This Sidekick Query Does

Compare expected vs actual inventory levels, identify discrepancies, find shrinkage patterns, and create a reconciliation action plan.

Prompt / Skill

Run on Sidekick

Help me reconcile my inventory:

What I need:

  A report showing expected inventory vs what Shopify shows for all products (or specific collection: [collection name])


Expected inventory calculation:

  Starting inventory (beginning of [month/quarter])
  Plus: received/added inventory
  Minus: sold units
  Minus: returns added back
  Equals: Expected current inventory


Compare with:

  Current Shopify inventory levels


Flag discrepancies:

  Products where Shopify shows MORE than expected (possible duplicate additions)
  Products where Shopify shows LESS than expected (possible shrinkage, theft, damage)
  Products with exact match (confirmed accurate)


Analysis:

  Total discrepancy value (cost and retail)
  Discrepancy rate (% of products with mismatches)
  Patterns (specific collections, locations, or time periods with more issues)
  Most common discrepancy amounts


Action plan:

  Products to physically count first (largest discrepancies)
  Suggested process improvements to prevent future discrepancies
  How to adjust inventory after physical count

Expected Output

Compare expected vs actual inventory levels, identify discrepancies, find shrinkage patterns, and create a reconciliation action plan.

Tips to Improve Results

1
Copy the prompt above
2
Open Shopify Sidekick in your Shopify admin
3
Paste the prompt and replace the bracketed placeholders with your details
4
Review Sidekick's response and apply the suggestions

Sidekick Skills & Magic Prompt

Create & manage AI skills for Sidekick. Discover skills from other merchants.