thread Square Retail: Reconciling a Purchase Order in Archived Discussions (Read Only)

Square Retail: Reconciling a Purchase Order

pzenisek — Fri, 17 Nov 2017 00:14:34 GMT

I had some product come in on Friday afternoon, put it right on the shelf, and just created and recieved the Purchase Order today 3 days later.

I sold some of those items over the weekend, and as an example, I sold 2 of X, and it didn'tgot negative in inventory, so now when I created and recieved, inventory shows 6 total, which is what I ordered. Besides going backwards by hand and adjusting inventory, is there a way to make this smoother in the future?

It seems the default/only way I see it in item creation is that a product won't go negative until it's been assigned some quantity in the system.

Am I missing something or is this how things should be?

Re: Reconciling a Purchase Order

Helen — Thu, 16 Nov 2017 20:28:31 GMT

Hello @pzenisek! I'm just checking in with our Retail specialists to see if there is a smoother process for you, I'll update this thread as soon as I have more information!

Re: Reconciling a Purchase Order

Helen — Thu, 16 Nov 2017 23:44:09 GMT

I'm back @pzenisek, thanks so much for your patience!

You will need to receive the purchase order before you start selling an item for it to track the unit cost and reflect the correct inventory numbers. I'm sorry for the trouble this causes, it sounds like you don't receive the purchase orders at the same time as your products. I'll share your feedback with the Square Retail team.

This Support Center article has more information about managing purchase orders, and you might like to read this Square for Retail Product Update post. Let me know if I can help with anything else!