thread Managing inventory- exchange in Archived Discussions (Read Only)

Feature request: Custom Inventory Adjustment reasons

VVP — Tue, 26 Mar 2019 18:44:52 GMT

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.)

Re: Inventory Adjustment reasons

katieand — Mon, 29 Jan 2018 22:04:17 GMT

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.

Re: Inventory Adjustment reasons

ccvapesfreedom — Wed, 31 Jan 2018 16:41:49 GMT

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

Re: Inventory Adjustment reasons

katieand — Wed, 31 Jan 2018 23:43:02 GMT

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

Re: Inventory Adjustment reasons

pfs-rwc — Thu, 08 Feb 2018 19:32:32 GMT

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

Re: Inventory Adjustment reasons

afrayedknotnc — Tue, 13 Feb 2018 15:32:52 GMT

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....

Re: Inventory Adjustment reasons

LipsAmore — Thu, 24 May 2018 04:51:15 GMT

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.

Re: Inventory Adjustment reasons

katieand — Thu, 24 May 2018 18:50:45 GMT

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

Re: Inventory Adjustment reasons

LipsAmore — Fri, 25 May 2018 01:27:27 GMT

Yes POS.

Re: Inventory Adjustment reasons

Donica_L — Fri, 13 Jul 2018 18:31:22 GMT

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...

Re: Inventory Adjustment reasons

Helen — Mon, 16 Jul 2018 18:22:35 GMT

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!

Re: Inventory Adjustment reasons

sammills — Fri, 17 Aug 2018 15:22:41 GMT

YES! please.

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

I use POS.

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

simplyyours — Tue, 26 Mar 2019 18:49:55 GMT

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?

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

Helen — Tue, 26 Mar 2019 18:48:49 GMT

@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?

Re: Feature request: Custom Inventory Adjustment reasons

SassEverlasting — Tue, 26 Mar 2019 19:06:01 GMT

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.)

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

Missbehaven — Fri, 12 Apr 2019 15:11:33 GMT

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

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

pfeller — Mon, 15 Apr 2019 19:44:56 GMT

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

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

HeavenlyScents — Wed, 15 May 2019 03:47:52 GMT

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

Re: Feature request: Custom Inventory Adjustment reasons

fikathreelakes — Sun, 20 Oct 2019 22:33:30 GMT

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.

Re: Feature request: Custom Inventory Adjustment reasons

AshleyK — Tue, 22 Oct 2019 14:11:08 GMT

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 :).