CRC Stocktake

Shopify Stock Value

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Raw Materials Value

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Total Stock Value (Xero → 613)

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Shopify + Raw — this is what posts to Xero

Counted Value + Raw Materials

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Counted & Current Value

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Variants

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Never Counted

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Overdue

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Up To Date

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Potential Revenue (inc GST)

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Est. Gross Margin $

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Est. Gross Margin %

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Connecting...

⚠ ALERTS

Load live data to see alerts.

⚙ KITS & BILL OF MATERIALS

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Attach a BOM to any Shopify product. When sold, linked raw materials are automatically debited. Kit-mode products are excluded from stock value.

Load live data to see BOMs.

NEW SHARED POOL

Pool Name

Master Listing (tracked by Shopify, counts in stock value)

No master selected

Slave Listings (tracking OFF, synced from master)

SELECT LISTING

ADD COMPONENT

BOM EDITOR

Select Mode

COMPANION MODE

          ✓ Product is a real physical item

          ✓ Shopify tracks its own stock

          ✓ Counts in stock value

          ✓ Components debited on sale

          e.g. Rocker cover that always comes with seals

KIT / CAN-BUILD MODE

          ✓ Virtual product (no physical stock)

          ✓ Stock = how many kits you CAN BUILD

          ✓ Excluded from stock value

          ✓ Components debited on sale

          e.g. Turbo kit listing, service kit, bundle

Components

ADD RAW MATERIAL

SKU *

Name *

Cost per unit ($)

Unit

Current Qty

⚠ Min Qty (reorder alert)

Supplier (optional)

Alt SKUs (comma separated — supplier codes, old SKUs)

COUNT RAW MATERIAL

Counted Qty

Notes (optional)

ADD STOCK

Qty to Add

Cost per unit (optional — updates cost price)

Notes / PO reference

💲 COST PRICE REVIEW

Load live data first.

🔁 REORDER LIST

Load live data to see reorder suggestions.

🧪 RAW MATERIALS REORDER

Load live data to see raw material reorder needs.

🔥 HOT SELLERS — LAST 90 DAYS

PERIOD: SORT:

Load live data to see hot sellers.

📷 SNAPSHOT HISTORY

⚖ COMPARE SNAPSHOTS

Snapshot A (Earlier)

Snapshot B (Later)

📋 ITEM AUDIT HISTORY

Filter

Type

⚙ SHOPIFY CONNECTION

      Store: —

      Session: checking...

Your Shopify token is stored securely server-side — never in the browser.
Re-authenticate any time to refresh your session (lasts 90 days).

FLAG OVERDUE AFTER DAYS SINCE LAST COUNT

COST PRICES INCLUDE GST (tick if you entered costs with GST included — affects margin % calculation)

Variants not counted within this many days show as OVERDUE and turn amber in the stats.

STOCKTAKE CYCLE START

If set, "Counted & Current Value" shows stock verified since this date — overrides the rolling window above.
Leave blank to use the rolling window. Reset each year after June 30 stocktake is complete.

🚫 EXCLUDED PRODUCTS

These products are hidden from all stock counts, value tallies, variant counts, and never-counted totals.
Currently excluded: vendor Monster-ShipProtect and any product with "Shipping Protection" in the name.

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🔧 INVENTORY TOOLS

Bulk changes to Shopify inventory. Use with caution.

Sets all variants with negative stock to 0. Does NOT update last count date.

🔁 REORDER SETTINGS

These settings are saved to the server — available on all devices automatically.

Default Reorder Threshold (days)

Notification Email

Daily Email Time (Brisbane)

Server Status

          Resend: checking...

          Sheets: checking...

Resend API key and Sheets webhook URL are configured as Worker environment variables — set them in Cloudflare Dashboard → Workers → crc-proxy → Settings → Variables.

Daily email: Sends automatically at the selected Brisbane time if any items are below their reorder threshold. Only sends once per day.

📊 XERO INTEGRATION

Posts a manual journal to Xero daily, updating the Stock on Hand account balance. Each entry is a new transaction so the account history builds up over time and can be graphed in Xero.

Requires: XERO_CLIENT_ID + XERO_CLIENT_SECRET set as Worker env vars (Cloudflare Dashboard → Workers → crc-proxy → Settings → Variables).

Checking...

Daily Journal Time (Brisbane)

Stock on Hand Account Code

Offset / Balancing Account Code

614 = Inventory Valuation Offset (create this in Xero → Accounting → Chart of Accounts). Do not use 960 Retained Earnings.

How it works: Each day at the configured time, the worker fetches the last known stock values and posts a manual journal to Xero. The combined value (Shopify tracked inventory + raw materials) is debited to the Stock on Hand account and credited to the offset account.

Post Now uses the current live values from your open app session — the most accurate figure. The automatic cron uses the last values pushed to the server.

Setup steps:
1. Create a Xero app at developer.xero.com/app/manage
2. Set integration type = Web app, redirect URI = https://crc-proxy.nick-4eb.workers.dev/xero/callback
3. Copy Client ID + Secret into Worker env vars as XERO_CLIENT_ID and XERO_CLIENT_SECRET
4. Click CONNECT above and authorise in Xero