Maintaining inventory accuracy in ShipHero requires documenting why every stock adjustment occurs. ShipHero records every inventory move made in the system on the Inventory Change Log and allows you to create and use custom Inventory Change Reasons to record why specific manual adjustments are made.
Custom Inventory Change Reasons provide the necessary context for manual updates, ensuring all warehouse activities remain transparent and measurable.
Creating Custom Change Reasons
Before the warehouse team can label adjustments, you must define the categories within your workflow.
- Go to the Inventory > Inventory Change Reasons page.
- Select Add a Reason (+).
- Define the Title (e.g., Warehouse Damage).
- Provide a Description to guide staff on when to select this option.
- Select Save.
You can also Edit or Delete existing reasons from this page. The page displays all your reasons in a table showing Title, Description, Created At, and Updated At.
| Common Reason Examples | Usage Context |
|---|---|
| Cycle Count Adjustment | Used for corrections identified during routine stock checks. |
| Manufacturer Defect | Used for items that arrived unsellable from the vendor. |
| Inbound Shipping Damage | Used for items damaged during transit to the warehouse. |
Application of Change Reasons
ShipHero integrates these reasons into multiple areas of the platform to ensure adjustments are documented:
- Desktop Dashboard: Used when adding bins, editing item locations, or performing bulk inventory uploads.
- Mobile App: Used by floor staff on the Edit Inventory screen or when adjusting stock at a picking location.
Enforcing Mandatory Reasons
To maintain data integrity, you can require a reason for every inventory change. This prevents manual updates that lack descriptive data.
- Go to the My Account > Settings page and select App Settings.
- Locate the Force user to enter a reason for every inventory change checkbox.
- Toggle the setting to On. The system will now block any inventory update that does not include a selected reason.
| Feature State | System Behavior and Requirements |
|---|---|
| Enabled |
|
| Disabled |
|