The Scenario
Every Monday, the buyer runs a stock planning meeting. His input file is an Excel workbook — he needs current inventory levels across all three warehouse locations, one row per variant, so he can calculate which SKUs are running low before committing to the next purchase order.
The person who compiled this workbook last week spent two hours pulling numbers from three different Shopify location views. That person is now in a different role. The buyer is asking you to pull it for this Monday's meeting.
It's Friday afternoon.
The bad version:
- Open Shopify's inventory management, select location 1, export the inventory CSV.
- Open the CSV in Excel, realize the format uses inventory item IDs not product titles, and you'll need a VLOOKUP against the products export to make it readable.
- Repeat for locations 2 and 3. Merge three exports. Add the VLOOKUP. Add a SUMIF for per-SKU totals.
Friday afternoon is not the right time to learn how to VLOOKUP across three Shopify exports.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It pulls inventory levels across all locations from Shopify and writes them into the workbook in the structure the buyer actually needs.
Pull all Shopify inventory levels and paste into my Stock Planning Excel sheet — add a SUMIF column that totals available stock per SKU across all locations
What You Get
- One row per variant per location, with product title, variant title, SKU, location name, and available quantity in labeled columns.
- A per-SKU total column added automatically using SUMIF logic, so the buyer can see total stock across all locations without building the formula.
- Monday's buying meeting starts with accurate current data, not last week's numbers.
What If the Data Is Not Quite Ready
The buyer only needs variants where total stock across all locations is below a threshold
Pull all Shopify inventory levels, sum stock per SKU across locations, and write into my Stock Planning Excel sheet — only include rows where total available stock is less than 20
Location quantities need to be in separate columns rather than separate rows
Pull all Shopify inventory levels and write one row per variant into my Stock Planning Excel sheet — include product title, SKU, and a separate column for each location's available quantity, plus a total column
Zero-stock lines should be excluded from the buying report to reduce noise
Pull all Shopify inventory levels and write into my Stock Planning Excel sheet — exclude rows where available quantity is 0 at all locations — include product title, variant title, SKU, location name, and available quantity
Per-SKU totals, below-threshold flag, location breakdown, and reorder suggestion column
Pull all Shopify inventory levels and write one row per variant per location into my Stock Planning Excel sheet — include product title, variant title, SKU, location name, available quantity — add a per-SKU total column — add a reorder flag column that says 'reorder' if total stock across all locations is below 15 — exclude SKUs where total stock is 0
Running the reorder flag logic alongside the pull means the buyer walks into Monday's meeting with an action list, not a raw inventory table.
Try It
Get the 7-day free trial of SheetXAI and open the stock planning workbook before the buyer's Monday meeting, then ask SheetXAI to pull the full inventory snapshot with per-SKU totals. Next week's meeting will use the same prompt. Also worth reading: how to push restock quantities back to Shopify once the purchase order arrives, or the hub overview for all Shopify workflows.