This is the stock-count step of cutover: the one place you set the quantity Qoblex starts trusting for each location. It runs once per Qoblex warehouse location you’re bringing live, and it should happen right alongside setting your opening cost, before you authorize anything. See Cutover day, step by step for where this fits in the full sequence.
Opening stock, location by location
Use Stocktake from CSV to set your opening quantities: open Adjustments, select Stocktake, choose the Location you’re counting, download the spreadsheet, fill in your physical count, and upload it (see Before you start for the permission this needs). Qoblex builds one Draft adjustment per location from the file and holds it there until you choose Authorize now; no stock quantity change reaches your inventory until you do, though the file’s other fields (bin, barcode, buffer quantity, min/max, and, if you build your own file, allow overselling, supplier SKU, and quantity to order) are written to your catalogue as soon as you upload. Because the wizard is scoped to one location at a time, run it once for every Qoblex warehouse location you’re bringing live. See Stocktake from CSV for the full walkthrough, the file’s columns, and how to fix a file Qoblex rejects.
Set your opening cost before you authorize the stocktakes, not after (batch- and serial-tracked products are the exception: set their cost after the batch/serial stocktake, see Count batch and serial stock): edit a product’s Moving Average Cost directly from its product page (you’ll need the change-mac permission for this field), or update cost for many variants at once from the Products list’s Edit by CSV bulk action (its downloadable template’s Cost column). Do this while the variant still carries no stock. Once you authorize a stocktake and the variant has stock on hand, changing its cost afterwards doesn’t just update the field: Qoblex revalues the stock already on hand at the new cost, a real accounting adjustment you don’t need here, whereas setting cost before authorizing writes the new figure with nothing to revalue. If your catalogue came in through the Shopify product import, a newly created product already carries Shopify’s own unit cost into Qoblex as its Moving Average Cost, so you only need to set cost by hand for products you built or imported some other way. If you rehearsed on a staging store, check the products that import created: they carry the staging store’s cost, and the production store’s import doesn’t change it. These Shopify-created products already carry Shopify’s own stock quantities too (see the callout in Set up Qoblex before you switch), so if Shopify had no cost for one of them and you set it now, that still goes through the same revaluation path as changing cost after a stocktake: it’s harmless to your figures, since it’s revaluing stock you haven’t counted yet, but it does post a real accounting adjustment. However you set it, cost is held per variant, not per location, so it applies everywhere that variant is stocked.
Count batch and serial stock
Run this right after you authorize a location’s regular stocktake, before you import purchase orders or sale orders. See Cutover day, step by step. The regular stocktake can’t count a batch- or serial-tracked product, because it has no way to split a counted total across individual batches, so open Inventory > Products, choose Import Batches from the more-actions (…) menu, and in the Import batches / serial numbers dialog choose the same location for those products instead.
Choose the same location you just counted, download its template: it lists every product variant, with one row for each batch or serial number that still has stock at that location, prefilled with its current quantity, and a single row with an empty Batch/Lot Number for any variant that has none there, standard products included. Fill in the counted quantity for each batch or serial number, add a row for any new one, and delete every row you leave without a batch or serial number before you upload: a single row with an empty Batch/Lot Number makes Qoblex reject the whole file with “Batch number cannot be empty”. For every batch or serial the file names, Qoblex moves its quantity to match what you counted, creating a new batch number if the file has one Qoblex doesn’t; it also updates the variant’s overall total to match. A row with a quantity of 0 is ignored rather than clearing that batch, and a batch you leave unchanged, or remove from the file, keeps its quantity, including one left over from a rehearsal (see Upload some batches during a rehearsal), so list every batch and serial you’re keeping at that location in the same file. This creates and authorizes its own adjustment, but unlike the regular stocktake it adds stock at zero unit cost, so it resets the Moving Average Cost of a product that had no stock to zero and pulls down any other product’s cost. For batch- and serial-tracked products, set your opening cost after this import, not before: edit Moving Average Cost on the product page or use Edit by CSV. Qoblex then revalues the stock you just counted at that cost and posts it as an accounting adjustment. See Import or update batches by CSV stocktake for the full walkthrough and the file’s columns.