Merge Online and Physical Location?

[Bells3333]

Hello,

We have a retail space, and an online website.

For some reason these are showing as seperate accounts in square and I am having issues managing stock across both locations. 

Is there a way to merge the accounts so that I can only input one stock amount and it covers both "locations"?

Thanks,

Gemma

[Breffni]

Hi @Bells3333, thanks for raising this!

From what you have described, it sounds like you may have multiple locations on the same account.When you have multiple locations, the stocks are counted and assigned per locations, rather than being added to the overall account and then divided up. We'll definitely share this piece of feedback with our Product team.

If you prefer to have stock under one location only, you can definitely do so and connect it to both your in-store retail app and your online site.

However, before we look into setting that up,  I'd to like to check if there was a special reason for the multiple locations setup? That way, I can look into this further and advise the best course of action

[Bells3333]

Hi @Breffni ,

Thanks for coming back to me.

I think it may be when we initally set our square account up we only used it in the phyical location. We then set up e-commerce using Weebly, which we have now migrated to Square.

I'm not very technical so have probably set something up wrong somewhere. Any advice you can give me to merge the two would be amazing!

Fingers crossed,

Gemma

[Breffni · Accepted solution]

I'll do my best to help here @Bells3333. To make sure this is the right setup, I want to go through what we'll need to do:

• Square Online: Change your default fulfilment address to your main location. From your Square Online Overview go to Fulfilment > Shipping and edit the location where you ship from. This will ensure that the Square Online site is pulling inventory from the physical location, and that stock will be deducted from here when an online sale happened.

• Merging Inventory: There would need to be an inventory recount to merge existing stock from both locations into one. There are a couple of options here, which will likely depend on the size of your full item library. 

1. Manually merge stock: On your Square Dashboard, you can click into each item and edit the stock. Selecting recount as the reason, you can just add stock from location B to location A. Then you'll need to make sure that location B stock is down to 0.
2. Using Square's item import tool, manually download a CSV copy of the item library for location A and manually update the 'New Quantity' column with the full inventory figures and then reimport the CSV file. 

• Transaction history/order history: It is not possible to transfer previous transaction history from the one location to another.
• Deleting the extra location: You can always deactivate the extra location. It'll still be accessible on your Square Dashboard and you can reactivate it anytime.

Going forward.. 

• Differentiating sales source with one location: In order to differentiate the source of each sale i.e. physical vs online you can filter the source of each individual payment on your Sales Summary Report.

I hope this is helpful! 

[Bells3333]

Hi @Breffni !

You are my favourite person right now!

Deleting the other account worked, and have manually adjusted the stock I needed to amend.

Gold star for you, thank you

[Breffni]

Yay! I'm glad you got sorted @Bells3333

Let me know if you need any more help going forward.