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.)

54 Replies
Square Champion

@pfeller , we have done that as well.  

However, the problem, as you probably know, is that this skews the sales reports for gross sales and top item sales.

 

We tried using the Comp feature, which is nice because it allows custom reasons such as "donation", "internal use", "sample".

However, these get lumped in with discounts on sales reports, so you cannot get a true sense of customer discounts vs comps for store samples.

We once had to comp a whole case of an item due to damage, and that whole month it showed that item as the #1 seller for the month in the top item sales report.  Frustrating!

 

It would be really helpful if reporting could separate Comps from Discounts and also detail the Comp reason.  It would be also excellent if Comp items didn't calculate in top item sales.

~Cheryl!

Square Champion

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Cheryl! Tisland
Burst Of Butterflies Create & Paint Studio

BurstOfButterflies.com

Absolutely correct, not a great workaround! And there isn’t a lot of flexibility in the reports to be able to deal with this …

Square, after so many comments you would think someone would finally say, hey, this appears to be problem for our users and a simple fix, and then FIX IT! I sell some product online on our website, but the systems don't integrate, so I have to manually reduce stock of an item as it sells. I add the online gross sales so they are accounted for, but have no means to actually adjust the inventory affected. Even if you give us an option for "other" and let us add our own note, as already proposed above, we would have a more accurate picture of why an item's numbers have been changed. All you do is say thanks for the info, but in 4 years you have not come up with a solution. Shame on you. 

Replying to my own post... Square, you give us the option to change a "reason" for comps and voids. How hard could it be to just create the same ability in Settings to add our own? Very frustrating!!