Setup Steps
1
⚙️ Settings
Fill in store info, PO prefix, reorder rules
2
📥 Migrate your inventory data
Migrate suppliers & PO history from your previous system CSV
3
Add a Supplier
Name, email, lead time, currency
4
Link Products
Connect products to your supplier
5
View Dashboard
Check inventory status and alerts
6
Create a PO
Generate and send a purchase order
7
Send & Receive
Email supplier and confirm delivery
8
🏷️ ABC & Lost Revenue
Grade products, see revenue leaks
9
🗂️ Stocktakes
Count physical stock, sync to Shopify
10
📋 Stock On Hand
Valuation report — cost vs retail
11
You're Done!
EZstock is now tracking your inventory
Step 1 of 10
Settings — Fill In Your Store Info
Before creating purchase orders, configure your store details. This info appears on every PDF and email sent to suppliers.
⚠️
Important: Fill Out Your Store Information
Your business name, address, and contact details appear on every purchase order PDF and supplier email. Suppliers need this to process your orders. Skip this and your POs will look unprofessional or get ignored.
See settings fill out automatically
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Settings
Store Information
This information will be shown on purchase order PDFs and emails sent to suppliers.
Business / Store Name
Street Address
City
State / Province
ZIP / Postal Code
Country
Contact Name
Phone
Person suppliers should call or address replies to.
Email Notifications
From Name
Reply-To Email
Purchase Orders
PO Number Prefix
PO numbers will appear as PO-0001, PO-0002...
Default Supplier Currency
Pre-selected when adding a new supplier.
Reorder Suggestions
Coverage Days
Days of stock to order for. Qty = Daily Sales × Coverage Days − Current Stock.
Low Stock Threshold (days)
Products with fewer days of stock show a warning badge.
💡
Tip: The "Coverage Days" and "Low Stock Threshold" fields control when EZStock alerts you to reorder. 60 days coverage + 14-day threshold means you'll be alerted when you have 14 days of stock left, and EZStock will suggest ordering enough for 60 days.
Step 1 of 10
Step 2 of 10
Migrating from your previous system? Start here
Migrate your inventory data (Optional)
If you're migrating from a previous inventory system, upload your your exported data here — suppliers and PO history import in seconds. Skip this step if you're starting fresh.
📦
Shopify built-in inventory tools shut down August 31, 2026
Export your data from your previous system now, then upload it here. Suppliers import in one click. Purchase order history is preserved as Archived records so you keep your paper trail — no data entry required.
How to export your inventory data
1
In your previous system, open the inventory app → click File in the top menu
2
Click Export → Suppliers to download your supplier CSV
3
Optionally, click Export → Purchase Orders to export your PO history
4
In EZStock → Suppliers → click "Migrate your inventory data" and upload your CSV files
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← Suppliers
/
Migrate your inventory data
Step 1 — Import Suppliers
In your previous system, go to export your suppliers to download your supplier CSV, then upload it here.
Expected columns: Name, Email, Phone, Address, Lead time (days), Currency, Note
📂
Choose CSV or drag and drop here
Accepts .csv files exported from your previous system
✅ 3 suppliers imported — Coast Hardware, Pacific Timber, Mountain Goods
suppliers_export.csv
Step 2 — Import Historical Purchase Orders (optional)
POs will be imported as Archived (read-only) so you keep your paper trail. Import suppliers first.
Expected columns: PO number, Supplier name, Product title, Variant title, SKU, Quantity, Cost
| PO Number | Supplier | Items | Status |
|---|---|---|---|
| PO-0001 | Coast Hardware | 3 SKUs | Archived |
| PO-0002 | Pacific Timber | 5 SKUs | Archived |
| PO-0003 | Mountain Goods | 2 SKUs | Archived |
💡
Starting fresh? Skip this step entirely — click "Next" below. You can add suppliers manually in Step 3.
Step 2 of 10
Step 3 of 10
Add a Supplier
Tell EZStock who you order from. Each supplier gets their own contact info, currency, and lead time.
See the supplier form fill out automatically
1
In the EZStock sidebar, click "Suppliers" then click "+ Add Supplier".
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Suppliers
New Supplier
Name *
Email
Phone
Lead Time (days) *
Currency
Your Suppliers
| Name | Phone | Lead Time | Currency | Products | Actions | |
|---|---|---|---|---|---|---|
| MY SUPPLIER | [email protected] | — | 7 days | USD | 4 |
2
Fill in the supplier name, email, phone, lead time, and currency. Lead time is how many days it takes for orders to arrive — EZStock uses this to time your reorder alerts perfectly.
💡
Lead time is critical: If your supplier takes 7 days to ship, EZStock will alert you when you have 7 days of stock left — giving you exactly enough time to reorder before you run out.
Step 3 of 10
Step 4 of 10
Link Products to a Supplier
Tell EZStock which products each supplier fulfills. This is what enables demand forecasting, reorder alerts, and automatic PO creation.
See products get linked automatically
1
Click "Products" in the EZStock sidebar. You'll see a search box to find your Shopify products. Search for a product and click it to link it to a supplier.
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Products
🔍
Search by name or SKU…
MY SUPPLIER
[email protected] · 7d lead time · USD
A
The Complete Snowboard / Ice
/ Ice · SKU: SNOW-ICE-01
In Stock: 0
Status: Out of stock
Days Left: 0
Reorder At: 5 units
Cost: $43.00
B
The Videographer Snowboard
SKU: SNOW-VID-01
In Stock: 50
Status: OK
Days Left: 167d
Reorder At: 5 units
Cost: $43.00
C
The Draft Snowboard
SKU: SNOW-DRF-01
In Stock: 20
Status: OK
Days Left: 200d
Reorder At: 5 units
Cost: $43.00
C
The Hidden Snowboard
SKU: SNOW-HID-01
In Stock: 50
Status: OK
Days Left: No sales data
Reorder At: 5 units
Cost: Set cost
2
Products are grouped by supplier in expandable cards. Use the filter bar to search by name/SKU, filter to a single supplier, or show only low/out-of-stock items. Each product row shows ABC grade, stock level, days left, and a direct Order Now button.
💡
Why this matters: Until products are linked to a supplier, EZStock can't include them in purchase orders. The red row appears when a product is fully out of stock. Click "View supplier →" in the group header to jump straight to the supplier's edit page.
Step 4 of 10
Step 5 of 10
Dashboard — Your Inventory at a Glance
The EZStock dashboard shows which products need attention right now — four action panels plus live charts. Check it every morning.
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EZstock Dashboard
⚠ Low Stock
1 urgent
| Product | Stock | Days |
|---|---|---|
AComplete Snowboard |
0 | Order |
BDraft Snowboard |
20 | 67d |
3 OK
1 Out of stock
💸 Lost Revenue (30d)
| Supplier | Lost | Possible (60d) |
|---|---|---|
| MY SUPPLIER | $3,900 | $7,800 |
1 out-of-stock SKU — order now to recover $7,800
🏆 Best Sellers (30d)
Complete Snowboard$3,900
Videographer Snowboard$2,580
Draft Snowboard$860
Hidden Snowboard$0
📋 Draft POs
| PO-0010 | MY SUPPLIER | Draft | $1,075 |
| 1 draft awaiting review | |||
Inventory Status
| Product | Gr. | Supplier | In Stock | Daily Sales | Days Left | Lead Time | Status |
|---|---|---|---|---|---|---|---|
| The Complete Snowboard / Ice | A | MY SUPPLIER | 0 | 1.0/day | ⚠ 0 | 7d | Order Now |
| The Videographer Snowboard | B | MY SUPPLIER | 50 | 0.3/day | 167 | 7d | OK |
| The Draft Snowboard | C | MY SUPPLIER | 20 | 0.1/day | 200 | 7d | OK |
| The Hidden Snowboard | — | MY SUPPLIER | 50 | — | — | 7d | No Sales |
1
The dashboard opens with 4 action panels: Low Stock (with donut chart showing inventory health), Lost Revenue, Best Sellers bar chart, and Draft POs. Below is the full inventory table with ABC grades and days-left forecasting.
💡
ABC grades: A = top 80% of revenue, B = next 15%, C = bottom 5%. EZstock recalculates grades daily from Shopify sales data (Growth+ plan). Prioritise A-grade products when creating purchase orders.
Step 5 of 10
Step 6 of 10
Create a Purchase Order
Select a supplier, set quantities and delivery date, add notes, and create the PO. EZStock auto-generates a PO number.
See a purchase order get created automatically
1
Click "Purchase Orders" in the EZStock sidebar, then click "New Purchase Order". Select your supplier from the dropdown — their linked products load automatically.
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New Purchase Order
Supplier
PO Number
PO-0009
| Product | In Stock | On Order | Days Left | Unit Cost | Order Qty | Line Total |
|---|---|---|---|---|---|---|
| Total | 0 | $0.00 | ||||
| The Videographer Snowboard | 50 | 25 | No sales data | $43.00 | $0.00 |
Expected delivery date
Notes to supplier (optional)
2
Enter the quantity you want to order in the "Order Qty" field. Add an expected delivery date and any notes for your supplier, then click "Create Purchase Order".
💡
After creating: The PO is saved as a Draft. You can then review it, download a PDF, or click "Mark as Sent & Email Supplier" to send it directly to your supplier's email address.
Step 6 of 10
Step 7 of 10
Send to Supplier & Receive Stock
Once the PO is created, email it to your supplier with one click. When the order arrives, confirm receipt and EZStock updates Shopify inventory automatically.
1
On the PO view page, click "Mark as Sent & Email Supplier". EZStock sends the PO directly to your supplier's email and marks the order as Sent.
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PO-0009
PO-0009
Draft
Created 6/19/2026
Notes
Test
| Product | Ordered | Received | Unit Cost | Total |
|---|---|---|---|---|
| Total | 25 | 0 | $1,075.00 | |
| The Videographer Snowboard | 25 | 0 | $43.00 | $1,075.00 |
📧 What your supplier receives
Purchase Order PO-0009 from your-store
EZstock <[email protected]>
📎 1 attachment
EZstock
· Purchase Order
Hi,
Please find attached purchase order PO-0009 from your-store. Kindly confirm receipt and expected delivery date at your earliest convenience.
This purchase order was generated by EZStock · ezstock.app
PURCHASE ORDER
PO-0009 · June 19, 2026
Supplier
MY SUPPLIER
| PRODUCT/SKU | QTY | UNIT COST | TOTAL |
| The Videographer Snowboard | 25 | $43.00 | $1,075.00 |
TOTAL: USD $1,075.00
📄 PO-0009.pdf
The PDF includes your store name, address, supplier details, line items, and totals — everything your supplier needs to process the order.
⚠️
Note: Emails are sent from [email protected] — ask your supplier to whitelist this address so the PO doesn't land in spam.
2
When your stock arrives, the PO shows a Receive Qty column. Enter how many units you actually received per line item, then click "Confirm Receipt → Update Shopify Inventory".
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PO-0009
PO-0009
Sent
Created 6/19/2026 · Sent 6/19/2026
Notes
Test
| Product | Ordered | Received | Unit Cost | Total | Receive Qty |
|---|---|---|---|---|---|
| Total | 25 | 0 | $1,075.00 | ||
| The Videographer Snowboard | 25 | 0 | $43.00 | $1,075.00 |
Receive into location
ℹ️
Enter how many units you actually received per line item, then click "Confirm Receipt" — EZStock will update your Shopify inventory automatically.
✅ Email sent to [email protected]
3
All your POs are tracked in the Purchase Orders list. Green = Sent, teal = Received, red = Cancelled. You can view any PO, download the PDF, or receive a partial delivery and receive the rest later.
Purchase Orders
| PO Number | Supplier | Date | Items | Total | Invoice | Pay Due | Status | |
|---|---|---|---|---|---|---|---|---|
| PO-0009 | MY SUPPLIER | 6/19/2026 | 1 SKU (25 units) | $1,075.00 | — | ⚠ Jun 20 | Sent |
💡
Partial receipts: If your supplier sends fewer units than ordered, just set the Receive Qty to what arrived, then click Confirm Receipt. The PO status changes to "Partial Received" — you can receive the balance when the rest arrives.
Step 7 of 10
Step 8 of 10
Growth+ plan
ABC Analysis & Lost Revenue
EZstock grades every product A, B, or C based on 30-day revenue contribution — so you always know which SKUs deserve priority attention. The Lost Revenue panel shows what you're missing while items are out of stock.
See ABC grades and lost revenue highlighted
1
Open the Dashboard. The "Gr." column next to each product shows its ABC grade. A = top 80% of revenue, B = next 15%, C = bottom 5%. Grades recalculate daily from your Shopify sales.
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Inventory Status
| Product | Gr. | Supplier | In Stock | Daily Sales | Days Left | Status |
|---|---|---|---|---|---|---|
| The Complete Snowboard / Ice | A | MY SUPPLIER | 0 | 1.0/day | 0 | Order Now |
| The Videographer Snowboard | B | MY SUPPLIER | 50 | 0.3/day | 167 | OK |
| The Draft Snowboard | C | MY SUPPLIER | 20 | 0.1/day | 200 | OK |
| The Hidden Snowboard | C | MY SUPPLIER | 50 | — | — | No Sales |
Lost Revenue (last 30 days)
| Supplier | Out of Stock SKUs | Lost Revenue | Possible Revenue (60d) |
|---|---|---|---|
| MY SUPPLIER | 1 SKU | $3,900.00 | $7,800.00 |
2
The Lost Revenue panel groups out-of-stock SKUs by supplier. Lost Revenue = the revenue you already missed in the past 30 days. Possible Revenue = what you could earn in the next 60 days if you restock now — perfect for prioritising which PO to create first.
💡
Rule of thumb: Always restock A-grade products first. An out-of-stock A-item costs 3–10× more in lost revenue than a C-item. EZstock calculates this automatically every time you open the dashboard.
Step 8 of 10
Step 9 of 10
Starter+ plan
Stocktakes — Count Physical Stock & Sync to Shopify
Run a stocktake to reconcile your physical warehouse count against Shopify's records. EZstock snapshots current inventory levels, you count each product — scan a barcode with a handheld scanner or your phone camera (Growth & Pro), or type the count by hand — and it pushes corrections to Shopify automatically.
See a stocktake count and sync in action
1
Click "Stocktakes" in the EZstock sidebar, then click "New Stocktake". EZstock takes a snapshot of current Shopify inventory levels for all your tracked products as the baseline to count against.
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Stocktake #1
Stocktake #1
Open
Started 6/24/2026 · 4 SKUs
3 of 4 counted · 2 discrepancies
75%
📷
Growth+
Scan a barcode, or press Enter / Tab to move between rows
| Product / SKU | Expected | Actual (count) | Adjustment |
|---|---|---|---|
| The Complete Snowboard / Ice SKU: SNOW-ICE-01 |
0 | — | |
| The Videographer Snowboard SKU: SNOW-VID-01 |
50 | −2 | |
| The Draft Snowboard SKU: SNOW-DRF-01 |
20 | +2 | |
| The Hidden Snowboard SKU: SNOW-HID-01 |
50 | — |
2
The progress bar shows how many lines you've counted. Each row turns green when counted (matching), or red for a discrepancy. On Growth and Pro you can scan a barcode to jump straight to that product's count field — matched by barcode with a SKU fallback. Or click "Match ✓" to accept the expected qty for a line, "Fill all blanks as expected" to bulk-fill uncounted rows, and press Enter or Tab to jump between inputs.
💡
Tip: The progress bar turns amber when there are discrepancies, green when all counts match. You can save mid-session and come back later — the stocktake stays Open until you submit. Once submitted, all adjustments are pushed to Shopify automatically.
Step 9 of 10
Step 10 of 10
Growth+ plan
Stock On Hand Report
A real-time valuation of your entire inventory — cost price vs retail price, by supplier. Export to CSV for accounting, insurance, or forecasting.
See the stock valuation report load
1
Click "Stock On Hand" in the EZstock sidebar. The report loads instantly — no date range to set. It reflects current Shopify inventory levels and your cost prices from supplier product settings.
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Stock On Hand Report
Cost Value
$5,160
at cost price
Retail Value
$15,480
at retail price
Total Units
120
across all products
Avg Margin
66.7%
gross margin
Cost Value by Supplier
MY SUPPLIER
$5,160
🔍 Search…
| Product | SKU | Supplier | Cost ↕ | Retail | In Stock ↓ | Cost Value ↕ | Margin ↕ |
|---|---|---|---|---|---|---|---|
| The Videographer Snowboard | SNOW-VID-01 | MY SUPPLIER | $43.00 | $129.00 | 50 | $2,150.00 | 66.7% |
| The Hidden Snowboard | SNOW-HID-01 | MY SUPPLIER | $43.00 | $129.00 | 50 | $2,150.00 | 66.7% |
| The Draft Snowboard ↓ Low | SNOW-DRF-01 | MY SUPPLIER | $43.00 | $129.00 | 20 | $860.00 | 66.7% |
| The Complete Snowboard / Ice ⚠ Out | SNOW-ICE-01 | MY SUPPLIER | $43.00 | $129.00 | 0 | — | — |
| Total | 120 | $5,160.00 | 66.7% | ||||
2
Click any column header to sort. Toggle between Margin % and Markup %. Low-stock rows show in amber, out-of-stock in red. Click "Order" on any low/out row to jump straight to a new PO. Use "Export CSV" to share with your accountant — the margin column is included.
💡
Avg Margin card: The 66.7% margin (retail − cost / retail) is your gross inventory margin. The supplier bar chart lets you see at a glance which supplier represents the most capital tied up in stock. Export monthly for insurance valuation or quarterly reviews.
Step 10 of 10
🎉
You're all set!
EZstock is now tracking your inventory. Every day it recalculates sales velocity, updates ABC grades, and flags reorder alerts automatically.
Check the Dashboard each morning — any product hitting the Low Stock Threshold will appear with an alert badge so you can act before you run out.
Check the Dashboard each morning — any product hitting the Low Stock Threshold will appear with an alert badge so you can act before you run out.
What EZstock does for you
📷
Barcode scanning
Scan with a handheld scanner or phone camera to count stock, build POs, and receive shipments.
📊
Daily velocity updates
Recalculates 30-day sales average using your latest Shopify order data.
⚠️
Low stock alerts
Flags products on the dashboard before you run out — timed to your lead time.
📧
One-click POs
Select supplier, set qty, send — the full PO workflow in under 2 minutes.
📦
Auto inventory update
Confirm receipt and Shopify inventory updates instantly — no manual adjustments.
🏷️
ABC Analysis
Grades every SKU by revenue contribution — so you always prioritise A items.
💸
Lost Revenue tracking
Shows exactly how much revenue you're losing per supplier while out of stock.
🗂️
Stocktakes
Count physical stock, enter actual quantities, and sync corrections to Shopify in one click.
📋
Stock On Hand report
Real-time inventory valuation — cost vs retail, filterable by supplier, CSV export.
Complete ✅
Install EZstock →