Tap the search bar at the top of the screen and select the appropriate variation > tap Add to List. Note: If you’re using Square for Retail on an iPhone, tap the list icon to access Inventory, then tap Stock Overview. Manualįrom the navigation bar in your Square for Retail app, tap Inventory. With Square for Retail Plus, you can easily perform cycle counts from your iPad or iPhone manually or using a compatible barcode scanner or the built-in camera on your iPhone or iPad. This process can be repeated for any additional items sold in multiple units. You can add multiple units to any item that does not use Item options. (In the example below, there are either 12.5 bottles of the Napa 2018 wine available, or 50 glasses available). Note: If you are tracking stock for an item, the stock column in the Variations table will display the quantity of that item available in each unit. For example, a conversion for a bottle of wine might be "4 glasses is equal to 1 bottle". Under the Conversion section, enter the conversion details specific to the item variation. Select a unit, or create a new one, like "glass". If your item contains multiple variations, select the variation name, and then from the Edit variation details modal, select Add unit. In the Variations section, select Add unit in the price field, or select Edit variation details > Add unit. Select an existing item or click Create an item. For example, if your retail business sells wine by the bottle and by the glass, you can now track all of your inventory on a single item variation so that whether you sell it by the bottle or by the glass, the inventory is reduced. If you need to track inventory for things you sell in multiple units, you can do so by utilising the stock conversion feature in your Item Library. Locate the In Store section > tap Adjust Stock.Įnter the new stock number, select a reason and tap Save. When the item appears in the dropdown, tap More Info. To adjust stock levels from the Retail app: Note: Stock Received, Inventory Recount and Return will add to the adjusted stock amount – Damage, Theft and Loss will remove stock.
INVENTORY PLUS UPDATE
Search for the item > click the variant to adjust.įrom the variation details page, update your stock by clicking Stock Action.Įnable Alerts and set a Low Stock Alert > Done. Log in to Items & Orders > Items > Inventory tab of your online Square Dashboard. To update inventory levels for an existing item: Note: If you use decimal quantities, you can only set stock alert levels to whole amounts. Select the stock action and enter the Current Stock amount.Įnable Alerts and set a Low Stock Alert > Save. Toggle on each applicable location by enabling Tracking.
On the variation details page, each location will appear below. Navigate to Items & Orders > Items tab of your online Square Dashboard.Ĭlick the name of the item to track > under Price and Inventory, click Stock. To track inventory for a new item or existing item: Manage Modifiers, Categories, Discounts, Taxes, Gift Cards and Dining Options as well as Comp and Void Settings. Navigate around your inventory management tools: click Inventory Management to view your vendors, create purchase orders or view your stock action history. Actions You Can Take From Here:Ĭlick on any inventory item to see its variants, unit type, unit costs, SKUs, price and current stock level.Ĭlick Actions > Transfer Inventory to move items individually or in bulk between locations. Note: Before you begin managing your inventory, review creating items, managing modifiers and importing your item library. If you have multiple locations, the stock levels for each item variation will reflect the total amount of items across all locations. When you log in to the Items tab on your online Square Dashboard, you’ll see the list of your inventory items.
INVENTORY PLUS HOW TO
Learn how to Track Inventory for any item variations created on your Square Dashboard or in the app for Square for Retail Free and Square for Retail Plus. You can still, however, receive stock in-app. Note: Advanced inventory management is not available with Square for Retail on Mobile at this time. The guide includes helpful tips for merchants who are new to the Square Point of Sale for Retail (but have experience using the Square Point of Sale app), as well as easy-to-follow onboarding steps for anyone brand new to Square. If you’re new to Square for Retail, take a look at our comprehensive Getting Started Guide. The Square for Retail POS system includes robust inventory management tools – create purchase orders and manage your stock, right from your online Square Dashboard. Inventory at a Glance Get Started Tracking Your Inventory Stock Conversion Inventory Counting Transfer Stock Between Locations Advanced Inventory Reporting