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Feature request: Custom Inventory Adjustment reasons

The title of this thread has been edited from the original: Inventory Adjustment Reasons

 

While I am very thankful for the in-app inventory tracking, the options for adjusting seem to lack a few. Could we make that customizable to meet specific needs? In my opinion Damage, Theft, Loss are pretty much the same, however I need an option for “Store Use” or “Transfer” (out for the most part as transfer in can be considered stock received, I suppose.)

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Hi @VVP - Thanks for sharing this request! Do you use Point of Sale or Square Retail? This will help me share this feedback with the appropriate team. 

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I use Square POS and need a Store Use reason for Loss added. That would be tremendously helpful.

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Alumni

I've added your feedback @ccvapesfreedom! Thanks for sharing that you use POS.

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Yes, my store also could really, really, really use a "Store Use" option among the reasons for adjusting inventory counts.

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I would also like to vote for a Store Use catagory! I've been trying to figure out which would be better to track inventory items i use in store. Should I ring them up and discount them 100% or just manually adjust inventory? 

 

Having a Store Use option would be soooooo helpful!  Or even just a way to manually type a reason....

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Yes agree - being able to manually type in inventory adjustments would be great (ie item put to use as a tester etc).

 

I would also like to be able to make a note associated with each inventory adjustment so that when I look back on my inventory I can see why I adjusted it, with more information than just a category selection.

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Alumni

Hi @LipsAmore - Thanks for chiming in! I want to confirm you're using POS (and not Retail) so I can properly track this!

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Yes POS. 

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I also could use a store use item in inventory adjustment.  How are others tracking now?  If I do it as a comp, it seems it will affect taxes?  Not sure though...

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Admin

Hey @Donica_L! Hopefully another seller can share if they're finding the comp function useful for samples.

 

In the meantime, I wasn't sure what you were asking about taxes? If you can clarify I'd be happy to help! 

️ Helen
Seller Community Manager

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YES! please. 

"Store Use" would be super helpful.  So too would 'sold individually'

 

I use POS. 

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This reply was created from merging an existing thread: How can I add an inventory stock adjustment reason, such as donation or gift?

 

How can I add an inventory stock adjustment reason, such as donation or gift?

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Admin

@simplyyours At this time it's not possible to enter a custom stock adjustement reason but it's a request we've heard before in this thread

 

Can you reply here to share a bit more about your business and perhaps how often you receive stock/itesm as donations/gifts? 

️ Helen
Seller Community Manager

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I need this as well. Not everything we remove is loss or damage. Sometimes it’s donation or store use. Any hope?

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Yes! Donation, In Store Use or Store Sample would all be great additions

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Hi yes 

I would also like to know how to adjust stock for a donation  or raffle prizes instead of just stock recount. 

Cheers Charlie 

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Would like to add my name to the list wishing there were a better way to track items removed from inventory for store use (testers etc.)

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Beta Member

Add me among the number who would like to be able to adjust inventory for sample/tester/store use. I ring up and comp donation items but I don't want to do that when moving inventory to be a tester because it will mess up my year end reports. I use POS. 

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Square Community Moderator

I really hear where you are coming from here. This is still a great feature request! 

 

As far as transferring inventory, that is a feature we do offer with Square for Retail. You are able to transfer stock from one location to another, but the items will not be marked as a loss for the store they are being transferred from. They will show up in your inventory history as a stock action. 

 

Within the POS app, this is still a feature request that I understand the need for. However; if you are looking for more detailed inventory management, I would strongly encourage you to check out Square for Retail to see if it is a good fit for your business at this time :). 

AshleyK
Community Moderator, Square
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Beta Member

Also upvoting this! We would love to be able to transfer inventory out for store use. Using Square for Retail.

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