Tracking inventory and management for a spa

[MindyM1]

I have a spa and sell Skincare. I also have backbar items that I use for services. Is there an easier way to track what inventory stock levels I have on like a spread sheet or report so that I know what I need to order rather than going into the individual item and seeing what is low? And also is there a way to track inventory for my backbar?

[Doran]

Hi!  

I set my back bar up as inventory to track it.  I set it as BACKBAR-MICRO MASK versus the retail version is just Micro Mask.  Then I make sure it is not visible online so no one can order it.  I adjust inventory monthly on the back bar but quarterly on retail.  

You can always set inventory alerts.  For example, I have alerts to let me know when I only have 2 or fewer items.  

If you have Square Retail you can 

[Candlestore]

@MindyM1 ;

Since I do not have a service type business but saw you want a report in a Spreadsheet.  You can always download your Square Catalog (Items) to a csv or xlsx file.  Either of these should open in a spreadsheet program.  I use 3 different spreadsheet programs and both these file types open in all 3.  I use Google Sheets, Libre Office and Excel.  

To download your Items go here:

dashboard/items/library 

Then on the right side Tap Actions to open the drop down menu.

Then Export Library.  A pop up will ask you if you want a CSV or export to excel file.

The difference is the CSV will be 1 sheet of your Excel workbook and the Export to Excel will be your entire Square Workbook.

The CSV file will have your Items sheet which sounds like the sheet you would need for Items and quantity plus more.

These are the Headers for your Items Sheet:

Reference Handle

Token

Item Name

Variation Name

Unit and Precision

SKU

Description

Category

GTIN

Price

Sellable

Stockable

Option Name 1

Option Value 1

Default Unit Cost

Default Vendor Name

Default Vendor Code

Current Quantity Pocono Candle

New Quantity Pocono Candle

Stock Alert Enabled Pocono Candle

Stock Alert Count Pocono Candle

The export to excel Export your Square Catalog Workbook which has the below 3 sheets :

Items

Units and Precision Sheet 

Component Inventory Sheet

The additional sheets can not be used as of now for Updating into Square and are used more if you sell in multiples and want to track out of 1 inventory pool.   

For example:

Say if you buy Lotions for your spa by the pallet, which has 50 cases, each case has 12 cartons of 24 Lotions in them.

You may sell the lotion in store:

Single for $10

By the Carton of 24 for $220   or a $20 discount (24 x $10 =$240)

or By the Case of 288 lotions for $2600 or a discount of $280  (288 x$10=$2880 2880-2600=$280)

This would need to be set up through your online dashboard not an import from csv or xlsx file.