Sign in to Rotate
Use your organization account to access inventory operations.
LOCAL WORKSPACE
Overview
Rotate Local
OPERATIONS HOME
Keep orders and inventory moving
Review your catalog, available stock, purchasing, fulfillment, and Shopify activity from one workspace.
TODAY
All caught upWhat needs attention
Start with the work that keeps orders and stock moving.
GET READY TO OPERATEWorkspace setup
Workspace setup
Connect Shopify when you’re readyKeep working locally now; connection requires app credentials and a public callback URL.
How Rotate moves an orderReceive → sell → pick → ship → reconcile
- Receive or build inventoryPurchase receipts and product builds add stock.
- Take customer ordersRotate reserves available stock and clearly flags shortages.
- Pick, pack, and shipEach step stays traceable, and stock leaves inventory only when shipped.
- Keep Shopify alignedPreview differences before Rotate applies any changes.
Items
Your catalog and inventory availability in one place.
| Item | SKU / variant | Type | Location | On hand | Allocated | Available | UOM |
|---|
Add your first productCreate one item now or bring in a catalog.
Catalog import and export
Move simple items, variant families, and opening inventory without recreating records by hand.
Import preview
| Parent / item | Type | UOM | SKUs | Opening balances |
|---|
Stock history
See every adjustment and move behind your current stock.
| Date | Item / SKU | Location | Activity | Reason | Quantity | Note |
|---|
No inventory activity yet.
Stock counts
Count every tracked SKU at a location, review variances, and post one auditable correction.
DRAFT
Location count
Scan counted inventoryEach exact barcode or SKU scan adds to the saved counted quantity. Review and correct every line before completion.
| Item | SKU | Expected | Counted | Variance |
|---|
Enter a non-negative quantity for every SKU. Completion posts only the difference from the current ledger balance.
| Started | Location | Status | SKUs | Variances | Note |
|---|
No stock counts yet.
Reorder planning
See what is running low and decide what to order next.
| Item / SKU | Location | Supplier | Available | On order | Projected | Reorder point | Suggested | Status |
|---|
Let Rotate flag what to reorderChoose an item, its minimum stock, and a preferred supplier.
Units & conversions
Define how items are counted, purchased, or sold in different units.
UOM catalog
| Code | Name | Status | Active items |
|---|
Conversions
| Rule | Status |
|---|
No conversion rules yet.
Customers
Customer contacts and default order addresses.
| Customer | Contact | Phone | Notes |
|---|
Add the customer for your first orderSave contact and shipping details once, then reuse them.
Sales orders
Create, save, and reopen standalone draft orders.
| Order | Customer | Order state | Financial | Fulfillment | Allocation | Order date | Location | Lines | Total |
|---|
No orders yetCreate one here or connect Shopify to bring orders into Rotate.
Orders to pick
Work the most urgent ready orders first. Progress is saved until you finish.
| Order | Customer | Ship by | Priority | Status | Location | Progress | Backordered |
|---|
Nothing to pick right nowIssued orders with available stock will appear here automatically.
GUIDED PICK
Sales order
0 of 0
Need nowDraft pickedPreviously pickedBackordered
REVIEW
Confirm this pick
Short lines require an exception reason. Official quantities are not updated until you complete.
✓
Pick completed
Pack & ship
Pack picked orders, add tracking, and confirm what left your business.
| Order | Customer | Status | Requested ship | Location | Picked | Packed | Shipped |
|---|
Nothing is waiting to shipCompleted picks move here automatically for packing and tracking.
Returns
Authorize shipped items, receive them, and decide what returns to available inventory.
| Return | Order | Customer | Status | Refund | Location | Authorized | Received |
|---|
No returns in progressStart from a shipped order when a customer sends something back.
Purchase & receive
Order stock from suppliers and receive it into inventory.
Suppliers
| Supplier | Contact | Phone | Status |
|---|
No suppliers yet.
Purchase orders
| PO | Supplier | Status | Order date | Expected | Location | Lines | Open qty | Total |
|---|
No purchase orders yetCreate one when you are ready to order stock from a supplier.
Build products
Save the ingredients for a product, then turn components into finished stock.
Bills of material
| Assembly | SKU | Components | Unit cost | Status |
|---|
No bills of material yet.
Build orders
| Build | Assembly | SKU | Location | Quantity | Status | Created |
|---|
No build orders yet.
Reports and documents
Operational documents plus current inventory quantity and value.
Choose a document and select Generate.
Inventory on hand
| Item | SKU | Location | On hand | Allocated | Available |
|---|
Inventory valuation
| Item | SKU | Location | On hand | Average cost | Value |
|---|
Ledger valuation uses posted transaction costs; uncosted legacy movements may carry zero cost.
PREMIUM ANALYTICS
Sales and inventory pulse
Shopify sync
Preview-first catalog and inventory ownership controls.
SHOPIFY CONNECTION
Not connectedConnect your Shopify store
Rotate will guide you through authorization, catalog linking, and a safe inventory baseline.
- 1Connect storeAuthorize secure access.
- 2Map locationsChoose matching inventory locations.
- 3Link catalogPreview SKUs and tracking behavior.
- 4Initialize inventoryBring Shopify quantities into Rotate first.
Preview results
Fix blockers here, then continue without restarting setup. Matching SKUs link without overwriting item fields.
| Action | SKU | Shopify ID | Reason and next step |
|---|
Opening inventory from Shopify
Preview Shopify quantities and establish Rotate's baseline without changing Shopify.
Inbound onlyThis step writes opening balances to Rotate. Outbound Shopify quantity updates remain locked until initialization succeeds.
Opening inventory preview
Resolve or safely exclude exceptional SKUs here. Eligible inventory can continue without restarting setup.
| Action | SKU | Shopify | Rotate | Reason and next step |
|---|
Advanced Shopify sync toolsProduct visibility, orders, outbound inventory, fulfillment, and event history
Online Store visibility
Choose whether linked products appear in Shopify’s Online Store. Other sales channels are not changed.
Explicit publishingImporting or linking a product never publishes it. Each visibility change is previewed and confirmed separately.
| Product | Shopify link | Current visibility | Requested visibility |
|---|
Refresh after linking products to manage Online Store visibility.
REVIEW SHOPIFY CHANGE
Order sync preview
Check recent Shopify orders for duplicate links and unmatched SKUs before importing.
Order preview results
| Action | Order | Shopify ID | Reason |
|---|
Inventory reconciliation
Compare Rotate available inventory with the mapped Shopify location before any quantity write.
Inventory preview results
| Action | SKU | Shopify | Rotate available | Reason |
|---|
Fulfillment delivery queue
Rotate shipments for Shopify-linked orders wait here until Shopify confirms the fulfillment.
Sync event log
| Date | Direction | Resource | Status | Summary | Action |
|---|
No sync events yet.
Plans and billing
Local entitlement simulation; Shopify Billing activates after app authorization.
$10 / active user / month
- Items and Shopify-style variants
- Sales, purchasing, picking, shipping, assemblies
- Up to 5 active locations
- Up to 3 units of measure
- Core operational reports
$20 / active user / month
- Everything in Basic
- Unlimited locations and UOMs
- UOM conversions
- Advanced analytics and automation
- Premium workflow controls
Current usage
No charge is created in local mode. Marketplace subscriptions will use Shopify's recurring app billing approval flow.
Shopify subscription
Authorize Shopify before starting marketplace billing.
Locations
Warehouses, stores, and other places where stock is held.
| Name | Code | Status |
|---|
Users and roles
Simple functional access for administrators, sales, and operations.
| Name | Role | Status |
|---|