How to transfer stock between sites and generate invoice or slipnote?

[skafte]

Hi there,

I was wondering if there is a way of placing 'orders' between sites and automatically update inventory accordingly? So transferring stock between sites and generate an invoice or slipnote at the same time.

For example; we send stuff from one shop to another twice a week – some items need to be paid for, by one shop to the other, and some don't. Either way we're finding it a hassle to add stock to one shop and remove stock from the other all the time. It would be a lot easier if we could generate an internal order between the two sites.

Is there a way of doing this in Square? In Shopify there is although not exactly what I am looking for:

https://help.shopify.com/en/manual/products/inventory/transfers

Thanks!

[Breffni · Accepted solution]

Hi @skafte 👋 thanks for posting and the context.

At this time there isn't a built-in feature specifically for transferring stock between multiple sites with the automatic generation of invoices.

Our stock transfer tool lies within Square for Retail at this time rather than Square Online. 

You can use the purchase order function by setting up a main vendor at each location, then creating a purchase order for each transfer. Once the product is received, you would open the purchase order and click the "receive all" button to update the inventory for that location. This process also updates the COGS report, giving you an accurate record of inventory costs for each site.

However, syncing this to Square Online and manually creating invoices is still necessary. This solution is specific to Square for Retail, but if you haven’t tried it yet, it’s worth testing.

Aside from that, the manual process you're using might still be the most practical approach for now. I'd recommend submitting a feature request for any updates you’d like to see in the future!