Resolve & Sync

This article describes the process of resolving inventory count discrepancies and ~~syncing~~updating toyour ~~Shopify~~partner inventory after you perform an Audit.

This feature is currently only available for customers creating audits via spreadsheet, or using Shopify or Apparel Magic integrations. For all other customers, refer to the Audit & Compare article

What is a Resolution?

A Resolution in Simple RFID is the process of investigating inventory discrepancies between scanned RFID counts and the expected on-hand quantities from a partner system, reviewing each discrepancy, assigned a resolution reason, and resolved by taking the appropriate corrective action to synchronize both inventory records.

Discrepancies move through these resolution workflows:

Pending Actions – The RFID inventory count must be adjusted. These actions include printing new tags for items, performing Add scans to add items, as well as performing Archive scans to remove tags.
Ready to Sync / Ready for Correction – This flow accounts for any time the partner system's inventory requires a correction. Ready to Sync will appear If you are using an integration which allows you to sync corrections instantly to your partner system, Ready for Correction will appear if you are using your own source you will export the inventory correction sheet to upload into your partner system.

Assigning a Reason

Each Mismatched product needs a Reason for that mismatch. A Reason could be missing tags, more products than Shopify expected, etc. Each reason has an Action attached to it. An Action could be printing tags, scanning tags, or updating Shopify's inventory count. The Resolution Center allows you to provide Reasons and perform Actions for products that are Mismatched.

Resolution Center

From an Audit, you can go to the Resolution Center. This is where you can give reasons for specific items being Over- or Under-expected. Click the "Resolution Center" button to navigate directly and load the audit's mismatches. You can also access this page from the Resolve & Sync tab in the left navigation menu.

Resolve Mismatched Products

Choose the products you wish to resolve by clicking the checkbox on the far right.
Next, click the "Resolve" button to apply a reason.

Apply a Reason: Group - Single (per product)

Products fall into two groups: Under Expected and Over Expected. You can apply a reason to one or multiple products, then click Resolve to generate pending actions and sync tasks.

Products can have multiple reasons applied, and can include applying the opposite reason to its over/under status. Applying a "Over" expected reason to an "Under Expected" count will create a greater difference to the mismatched count.

When to apply Reason for Over / Under Expected

Generally you'll use the associated reason for over/under expected counts. For example, if an item is under expected, you'll want to use an associated "Under" reason.

To Resolve a mismatch, you need to give it a Reason. Depending on the reason you give it, it will require a specific Action.

There are two different ways you can add a Reason:

1. Group Reason: Give the same reason for every product selected. Use the "Add reason to group" selector if you wish to apply the same reason to all products on the list.

2. Single Reason: Give a reason for a specific product. The single reason option allows the user to apply both over and under expected reasons to a product.

Pending Actions

Once you have selected a Reason for all of the products, the system will require specific Actions will be put in the Pending Actions section in the Resolve & Sync tab.

From here, you can see the Action that needs to be taken. You can hover over the "?" icon in the Action column to see what needs to be done.

Ready to Print - Displays items needing to be printed

Ready to Scan (Add or Archive) - Displays the scan actions which must be taken for the associated products, either added to inventory or removed from inventory.

Currently the scan actions must be completed using the Scan, to add and Archive, to remove options on the mobile app. And all print actions must be completed from the Pending Actions menu, OR the associated print job linked to the required action.

In the next version of the mobile app the user will have a "Pending Actions" tab to streamline the process of viewing and completing these pending actions. Additionally, the user will be able to print labels for pending actions directly from the mobile app.

Ready to Sync / Ready for Correction

Any products that need to be synced will be in the Ready to Sync tab.

Ready for Correction

Inventory corrections generated for non-integrations are added to a spreadsheet.

User exports the sheet for upload into partner system.

Once partner system has been updated the user must "Mark as Corrected" to make it clear that the partner system has been updated.

Ignore

You can Ignore products; this will remove them from the Resolve page without updating the partner.