Creating Inventory Locations Within Single Store

[JHB]

We have a Cigar Shop with 15 individual humidor cabinets. We want to be able to have our inventory listed as a location to a specific cabinet and shelf. For example, Cigar X is in Cabinet 3, shelf 4. Ideally we'd then be able to have a report that can be sorted by Product Name (telling us where it is located) as well as a report by Location (Cabinet 1, each shelf's inventory items).

[JUYBoutique20]

Hi @JHB 

Have you tried to make categories and subcategories?  In the dashboard item tab if you click on categories, it lets you create one and gives you the option to assign a parent category.  So your main categories could be Cigar X Cabinet 1, Cigar X Cabinet 2, and so on, but then you can made subcategories that say Shelf 1, Shelf 2, and so on.  I know before things transferred from square online, I created many of these, but I haven't had to create any since so hopefully this will help a bit.

This is how my mine looks.  As you can see, I have my main category then subs under it. 

 In the next snapshot I wanted to show how I created a 2nd set of subcategories. 

[JHB]

Thank you - that may work! I did confirm with Square (at least a human on the chat) that their system doesn't have a way to locate/identify where your product is in a store! Very strange - who doesn't want their system to tell you where a product is! I'm also thinking about using an unused field somewhere to list my items with a numeric location in front of the name. As an example, my product name may be Cigar XYZ, but in another field within its record I would call it 3-4 Cigar XYZ, referring to Cabinet 3, Shelf 4. As long as I can sort/print report on this second field, it will display my inventory in order of the Cabinets because Alpha sorts always put the numeric first and in order, so my report would start 1-1, 1-2, 1-3, etc. This would effectively give me a map of where all the product is, ensuring I always restock in the correct place. And when I need to search by "real" product name, my report will be alpha by product, but I'll have the second field on my report be the "unused" field where I put the location version of the product name. Thus I get a report that has my product by Alpha followed by where it is. Sales people can use this report to find precisely where any inventory item in the store is located.

[JUYBoutique20]

Please let me know what direction you take with this.  Could be very useful for us when adding new products.

[Candlestore]

@JHB ;

Best I did was since I only sold in store was use the Detail area of an item to list Locations in Square. 

Here is an Ideate for Stock Locations - Storage Locations - Bin Locations etc  You may want to add your name to the list and explain why you feel this would help : https://community.squareup.com/t5/Square-for-Retail/locations/idi-p/790071  

Here are other threads related to this from a screen shot:

Within the last year I switched my accounting software and imported my inventory from Square there.  I wish Square had something similar to the below images from my accounting software but this is the best I came up with using my Accounting software.

This image shows all the locations for item 10 inch Coral Formal .......

This item is in 4 location in my store :

Under Location

1. SHRM4/stock  - this is where customers can grab from in our one room we numbered 4
2. BARM2/stock/row 3/column 1 -shelf c -  where we can fill the showroom 4 location quickly
3. BB/Row 1/Column 8 / Shelf B    Our back barn warehouse where we stock the basement from
4. BB/Row 1 Column 8 /Shelf C     Another shelf in our Back Barn we stock the Basement from    We have 4 rows in the BB and 22 Columns upto Shelf F in height.

The below image is a picture showing what items are on Shelf B in our BackBarn/Row 1/Column 6  Since you asked about seeing what is in a location.

[JHB]

Wow - great information - what is the Accounting Software!?

[Candlestore]

@JHB ;

Accounting software is Odoo.....  

But you can get the Inventory Module for free and do everything I showed in my images.   1 App free.

[Candlestore]

@JHB ;

One other Idea but this can not be exported or filtered would be a Custom Attribute for Location.

Here is information on Custom Attributes in Square:

7168-create-and-manage-custom-attributes 

I created A location Custom Attribute and would type in the location in this feld, but this shows up no where in a csv export or reports that I am aware of.

[JHB]

Thanks - we may try that as well if we can figure a way to get it into a report or at least display with each inventory item.

[DinaLRosenberg]

Unfortunately this is a HUGE hole in the Square for Retail system. I have been banging the drum FOR YEARS to give us a notes field that is hidden from customer view that could be used for this (and other) purposes. I just had an in-store square visit and explained to them, again, exactly why this is necessary. Not only is there no way for us to list where an item is located, but we also have no way to memorialize where overstock is within the system.