Reconcile Inventory

Keep your warehouse stock accurate and in sync

Inventory reconciliation is a crucial part of running a smooth appliance business. It ensures the quantities in your system match what you physically have in your warehouse, helping prevent overselling, stock discrepancies, and fulfillment delays.

In Appliance.io, inventory reconciliation is designed to be simple and efficient. We recommend completing this process weekly to maintain accurate stock levels and full visibility across your inventory.

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📍 Accessing Inventory Reconciliation

To get started, navigate to your Inventory page.

At the top-right corner of the screen, click Reconcile Inventory. This will open the reconciliation flow where you’ll create and manage your inventory worksheets.

💡 Pro Tip: While you can organize your warehouse however you like, a best practice is to group inventory by appliance category first, then by brand. For example, store all microwaves in one area, then organize them by brand within that section. This makes counting faster and more accurate.

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🧾 Creating a Worksheet

A worksheet is where you record what you physically have in stock.

When creating a worksheet, you’ll be prompted to enter:

• Location

• Storage Location (optional)

• Category

• Brand

• Condition

Once those details are filled in, give your worksheet a name so you can easily identify it later.

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🔎 Scanning & Entering Inventory

Next, choose how you want to add inventory items:

• Use a scanner gun for faster counting, or

• Enter model numbers manually

Click Go to begin.

For each item:

• Scan or enter the model number

• Enter the quantity you physically have in stock

You can continue adding items as needed. When finished, click Process.

Even after processing, you can still add more items to the worksheet using the same steps.

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💾 Saving the Worksheet

Once all physical inventory has been entered, click Save to Worksheet.

Your worksheet is now stored and ready for matching against warehouse inventory.

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🔗 Matching Inventory

Navigate to the Worksheet tab.

Find the worksheet you just created and click Match.

From here:

• Click the Edit button on the Available column to enter Warehouse quantities

• Select + Add Stock and input:

  • Quantity

  • Cost per unit

  • Storage location

When all fields are complete, click Save.

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📊 Reviewing & Balancing Quantities

After matching, review your inventory totals carefully.

Your:

• Quantity Scanned

• In Warehouse

• Available

should all match.

If adjustments are needed:

• Use the Edit button in the Reserved column to balance totals

• If In Warehouse exceeds the Quantity Scanned, simply delete the extra stock to make them match

This ensures your system reflects your real-world inventory accurately.

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🖨️ Printing, Logs & Worksheet Details

Need a physical copy of your count? Click Print to generate a printable worksheet.

The Log tab records all worksheet edits, giving you a full audit trail.

You can also:

• Set the worksheet date you want to view

• Click Expand to see detailed information, including:

  • Model

  • Category

  • Location

  • Quantity Scanned

  • In Warehouse

  • Available

  • Reserved

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🎉 You’re All Set!

That’s it — your inventory is now reconciled in Appliance.io!

By regularly reconciling inventory, you’ll maintain accurate stock levels, avoid fulfillment issues, and keep your warehouse operations running smoothly. Stay consistent, stay organized, and let Appliance.io do the heavy lifting.