You’re welcome, of course. I think we can get you there. For the rest of this post I’m going with the obvious assumption that you are using the Restaurants POS.
When you “press and hold” an item you’ll see “Update availability.” If you select that, the edit item screen will come up at the Variations section. Here you can click Manage Stock beside each variation and then either mark as sold or use a stock adjustment reason (stock received or inventory re-count). Note that you can also do this from your POS > More > Items to edit from an item list rather than the grid.
For your online store, you will need to edit it. Then, in Shared Settings you’ll see “Item Preferences.” Here you will be able to toggle on “low inventory” and “out of stock” indicators. You’ll also be able to decide if you want out-of-stock items to show or be hidden from your online store.
Note that out of stock items on your POS will be marked as such. But, in cases where you have just a little more than you thought, it will warn you an item is out and you can decide right then whether to add it or not.
Obviously, this is not perfect but I believe it will do what you want. However, please keep coming back here and asking questions if you run into issues as you are trying this out for yourself.
Also, lastly, I’d strongly recommend that you go to the Ingredient Cost Tracking beta, which also includes item inventory tracking, and ask to join. You might not be able to use it right away as, like I said earlier, it is in its infancy. But it sounds like you are very close to being able to use this and help guide its development. From what I can tell, this is the first baby steps toward Square having its own in-house restaurant/bar costing/inventory functions rather than relying on third-party apps. I’ve been involved in tons of betas over the years and the ability to influence and give real-world perspectives on new functionality is definitely a plus, in my book.
Anyway, try over my suggestions above and come back here if we need to refine them more.
The item tracking has recently improved -- so YES you can manage inventory by choosing the 'track by availability' in the item detail.
This restores the functionality that existed in earlier Restaurants app versions. You can sell out an item, or add a count to track remaining, on the fly.
See screenshots for a food & beverage item below.
This can be managed via the dashboard, or directly from the Square for Restaurants POS by 'long-hold' on the item button.
The count can also be reset at the end of day, or a future date/time.
Hope this helps!
Jeff
Flour Moon Bagels
You could use a purchase order to add inventory daily to your system with a formatted csv template.
I am in retail and manage a lot of moving inventory pieces. The most important thing for me aside from spot checks on inventory accuracy is receiving accuracy. For me as an item enters my store for sale it goes into a purchase order which is then added to inventory.
@BlasphemyBBQ . To my knowledge, it is not posisble to have the inventory levels "reset" every day automatically. But, before we get to that...let me ask..have you turned on "tracking" in the item description?
This is where Square tracks the item quantity, and every time you sell one, the number will decrease. You would be able to add the number that you have on hand after enabling the item to be "tracked" and then modify your stock quantity.
If you really want to reset them every day, you could export your item library at the start of every day (using the filters in the far left box in the image below) and then exporting it to a CSV spreadsheet. Change the values in the inventory on hand column to whatever you want, and then reimport the library. Depending on how many things you want to reset, it could go quickly, or take a bit, but you wouldn't have to edit each individual inventory in Square that way.
Would that work fo you?
Officially @JTPets , I believe he is asking for a feature that to my knowledge doesn't exist. @BlasphemyBBQ , you can put in a feature request here if you would like - https://community.squareup.com/t5/Feature-Requests-Ideate/ct-p/Beta-Feature-Requests
Let us know if this helps address your issue.
The item tracking has recently improved -- so YES you can manage inventory by choosing the 'track by availability' in the item detail.
This restores the functionality that existed in earlier Restaurants app versions. You can sell out an item, or add a count to track remaining, on the fly.
See screenshots for a food & beverage item below.
This can be managed via the dashboard, or directly from the Square for Restaurants POS by 'long-hold' on the item button.
The count can also be reset at the end of day, or a future date/time.
Hope this helps!
Jeff
Flour Moon Bagels
k_atie, issara, AdrianaSQ, nika - This is needed for retail as well - I have dry dog and cat foods that let me order and have free samples almost available - we hand them out like candy for free but do not want to sell them or scan each one. We also do not have room for each one either and would love to be able to quickly change it's status I have tried to join the beta since January please push this forward as a use case advocacy!
Thanks for the tag @JTPets. Hi @BlasphemyBBQ. I’m going to add some more to what @SVLFever has already said.
To confirm what John said, there is no automatic reset for inventory quantities. If they need to be reset, it needs to be done manually — either on the dashboard manually, or with an item catalog upload that changes item quantities.
I don’t know who the Square reseller was that assured you that Square had full restaurant/bar inventory management. But, basically, they lied to you or they don’t understand Square. I’d hope that you can recoup your costs from them for misrepresentation if you decide to go elsewhere. But before you do….
There are third-party apps that integrate with Square that should do this very thing. But, of course, they are subscription based — ie - monthly charges apply. Also, there is a beta that recently started that will eventually address this issue. You might find that it works for you, but I can tell you that it is in its infancy. It currently doesn’t support shared recipes, or variations or modifier-based inventory tracking. It will, eventually, but that is going to take time.
I might be able to help you if I understood your inventory needs better. For example, it there a 1-1 connection between inventory items (pulled pork, green beans, etc) and items in your Square item catalog and modifier sets? Or do you share inventory items between multiple items and/or modifiers? If your inventory needs are relatively simply and straightforward, then OTHER THAN THE DAILY RESET, you can use inventory count tracking. But, as @SVLFever already mentioned, there will be manual resetting every day, until Square has fully developed its restaurant/bar inventory management system.
I’m sorry you were misled by whoever sold you your Square system. That’s never fun.
You’re welcome, of course. I think we can get you there. For the rest of this post I’m going with the obvious assumption that you are using the Restaurants POS.
When you “press and hold” an item you’ll see “Update availability.” If you select that, the edit item screen will come up at the Variations section. Here you can click Manage Stock beside each variation and then either mark as sold or use a stock adjustment reason (stock received or inventory re-count). Note that you can also do this from your POS > More > Items to edit from an item list rather than the grid.
For your online store, you will need to edit it. Then, in Shared Settings you’ll see “Item Preferences.” Here you will be able to toggle on “low inventory” and “out of stock” indicators. You’ll also be able to decide if you want out-of-stock items to show or be hidden from your online store.
Note that out of stock items on your POS will be marked as such. But, in cases where you have just a little more than you thought, it will warn you an item is out and you can decide right then whether to add it or not.
Obviously, this is not perfect but I believe it will do what you want. However, please keep coming back here and asking questions if you run into issues as you are trying this out for yourself.
Also, lastly, I’d strongly recommend that you go to the Ingredient Cost Tracking beta, which also includes item inventory tracking, and ask to join. You might not be able to use it right away as, like I said earlier, it is in its infancy. But it sounds like you are very close to being able to use this and help guide its development. From what I can tell, this is the first baby steps toward Square having its own in-house restaurant/bar costing/inventory functions rather than relying on third-party apps. I’ve been involved in tons of betas over the years and the ability to influence and give real-world perspectives on new functionality is definitely a plus, in my book.
Anyway, try over my suggestions above and come back here if we need to refine them more.
