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Live Q&A: Ask us anything about Items and Inventory!

On Friday September, 25th we hosted a Square Items and Inventory Live Q&A!

 

With lots of adjustments in how things are sold during COVID-19, we heard some great questions and feature requests relating to managing items and inventory.

 

Thank you to @elaine_p from Square’s Catalog team, who answered questions about items and inventory. While we're not able share release timelines, we can give a sense of what’s coming soon in our roadmap and discuss what you need for your business.

 

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️ Tom | he/him
Seller Community Manager | Square, Inc.
Find step-by-step help in our Support Center
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Alumni

Best Answer

Thank you all for your questions and feedback! 

 

To wrap up, I want to highlight a few of the things we discussed that can help you manage your items and inventory: 

 

  • Getting Started Videos and articles: Items and Inventory
  • When you’re trying to create or edit lots of items or stock counts, consider using the import feature so you can complete your edits in a Google Sheet or spreadsheet and upload them all at once. 
  • When you’re creating items that are similar, try the Duplicate feature in Dashboard by clicking the three dots to the right of the item you want to copy in your item library.
  • You can create a single use discount in Square Marketing that can be applied to Square Online orders.

 

We also shared news about upcoming functionality we’re working on now that will be available soon: 

 

  • Add your own custom attributes in the Dashboard when you create items
  • See an indicator in the Point of Sale when inventory reaches 0 to help prevent overselling
  • Sell an item in multiple units from the same store of inventory, like wine sold by the bottle and the glass (available in Square for Retail Plus and Premium)
  • Mark an item as sold out and have it show as sold out in Square and Square Online
  • Sync discounts between Square and Square Online 
  • Filter the Square Online Item Library by helpful settings such as item visibility (“Available,” “Hidden,” and “Unavailable”), stock, location, and category

 

We wish you all success and we’ll keep answering your questions here in the Community!

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Thank you for providing the additional context @zder

 

@maeve@asw , fyi re: good context on schedule pickup needs and inventory. 

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Is there a way to enter purchase orders post-hoc in order to generate a COGS report for items that have been sold earlier in the year

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Alumni

Hi @thenectarylkld

Once items have been sold, it is not possible to adjust the costs afterwards. You can adjust costs after you receive them using your Stock History.

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Alumni

Best Answer

Thank you all for your questions and feedback! 

 

To wrap up, I want to highlight a few of the things we discussed that can help you manage your items and inventory: 

 

  • Getting Started Videos and articles: Items and Inventory
  • When you’re trying to create or edit lots of items or stock counts, consider using the import feature so you can complete your edits in a Google Sheet or spreadsheet and upload them all at once. 
  • When you’re creating items that are similar, try the Duplicate feature in Dashboard by clicking the three dots to the right of the item you want to copy in your item library.
  • You can create a single use discount in Square Marketing that can be applied to Square Online orders.

 

We also shared news about upcoming functionality we’re working on now that will be available soon: 

 

  • Add your own custom attributes in the Dashboard when you create items
  • See an indicator in the Point of Sale when inventory reaches 0 to help prevent overselling
  • Sell an item in multiple units from the same store of inventory, like wine sold by the bottle and the glass (available in Square for Retail Plus and Premium)
  • Mark an item as sold out and have it show as sold out in Square and Square Online
  • Sync discounts between Square and Square Online 
  • Filter the Square Online Item Library by helpful settings such as item visibility (“Available,” “Hidden,” and “Unavailable”), stock, location, and category

 

We wish you all success and we’ll keep answering your questions here in the Community!

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Beta Member

Hello! I need help and the support people are not helping me. We have been restocking our inventory and it is not reflecting new stock counts on our website. This is especially frustrating when we have items that customers have been waiting for and they are unable to purchase online because stock counts are off.  We urgently need help fixing this.

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