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.
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.
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
