thread Re: How does "Inventory Full Count" Work? in Orders, Menu Items, Catalog & Fulfilment

How does "Inventory Full Count" Work?

kuriosities — Sat, 20 Sep 2025 09:45:03 GMT

How does the "Inventory Full Count" work? It took us 2 or 3 weeks of counting in January with 2 people to do an Inventory Full Count. We were open during this time selling items. As it took a long time to count with 2 people, I have not been able to approve the count yet because I'm not entirely sure how the review works and it is an extremely long time commitment I do not have to basically review 4-6 weeks worth of inventory myself.

My question is: Is all the counting work lost and the review should not be approved in the first place because you cannot sell items during a count?

What is the exact procedure you are supposed to be taking for an Inventory Full Count?

Do I need to stop sales during the entire count?

Do I need to review and approve the count before opening back up to sales?

Is there another way to make the inventory counts incrementally?

Thank you for any and all input.

Re: How does "Inventory Full Count" Work?

JTPets — Sun, 09 Mar 2025 17:17:19 GMT

Unfortunately, since the inventory full count was conducted over several weeks while sales continued, the count may no longer be fully reliable. Square does not have a built-in way to account for items sold during an ongoing count, meaning any discrepancies caused by sales or adjustments will need to be manually reviewed.

To salvage the work already done, you would need to:

Export a sales report for all items sold since the start of the count.
Audit those sold items separately by cross-referencing them with the original counts.
Manually adjust the counted quantities to reflect those sales before approving the full count.

This will be time-consuming, but it's the only way to ensure your inventory numbers remain accurate. Alternatively, moving forward, you may want to use incremental cycle counts rather than a full count, so you can count sections of inventory without disrupting operations.

Re: How does "Inventory Full Count" Work?

kuriosities — Mon, 10 Mar 2025 20:33:28 GMT

Thank you for your response. That is what I thought from my reading. I will have to look at the incremental cycle counts. That sounds like that will save me next year.

Thanks for your help.

Re: How does "Inventory Full Count" Work?

JTPets — Tue, 11 Mar 2025 13:34:46 GMT

Happy to help, let me know if you get stuck with anything else 🙂 If you have a tech handy person around I have tools in my git hub to export sales for X number of days (default coded to 91 for 1/4 year) directly into google sheets. Can help you export sales units for 1 day during an audit and allow for manual correction

Re: How does "Inventory Full Count" Work?

Summer2024 — Tue, 18 Mar 2025 17:42:28 GMT

Thank you so much for jumping in here, @JTPets 😁

Re: How does "Inventory Full Count" Work?

JTPets — Tue, 18 Mar 2025 18:47:43 GMT

Happy to help!