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Inventory Counting and Audit Planner

Plan a physical inventory count or cycle count — count sheets, variance thresholds, and a report of your highest-variance SKUs.

📋 Prompt
Run in Sidekick
Help me plan and execute a thorough inventory count and audit for my Shopify store. I have [NUMBER_OF_SKUS] SKUs stored across [NUMBER_OF_LOCATIONS] locations.

Please create an audit plan that includes:


  Determine the counting method best suited for my operation:
    
      Full physical count (recommended frequency: [FULL_COUNT_FREQUENCY]).
      Cycle counting by category, rotating through [CYCLE_GROUPS] groups over [CYCLE_PERIOD].
      ABC analysis-based counting where A items are counted [A_FREQUENCY], B items [B_FREQUENCY], and C items [C_FREQUENCY].
    
  
  Prepare count sheets organized by:
    
      Location zone or aisle: [ZONE_LIST].
      Product category or collection.
      SKU number in sequential order.
    
  
  Define the counting procedure:
    
      Two-person blind count method to reduce errors.
      Variance threshold of [VARIANCE_PERCENT] percent before requiring a recount.
      Documentation requirements for any adjustments made.
    
  
  After counting, generate a variance report comparing:
    
      Shopify recorded quantities versus physical count.
      Dollar value of discrepancies.
      Patterns in shrinkage by location, category, or time period.
    
  
  Create an adjustment workflow to reconcile differences in Shopify.
  Schedule the next count dates and assign responsibility to [TEAM_MEMBERS].


Please also identify the top [TOP_N] SKUs with the highest historical variance so we can prioritize those during the count.

How to Use

  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