@dokidoki ;
What I have been doing is, I make a Purchase of items.
I get the Sales receipt or Paid Invoice etc. When I have Time I set all these up in Square as best I can with the information from the Invoice / Receipt. Some of my new items show the GTIN in the order or reciept to Identify the item and its Barcode. Then When I get the New Item, I can use the Inventory feature in Square for Retail, Scan the Barcode on the item and Hope it matches what I entered previously. If not i place it aside. If it does show up I type in the Amount Received and move on. Now for items that my entered barcode does not match or the Item has no Barcode, I look on my Packing slip to see which Item was not entered and see what Barcode (Gtin) I have there and search by Item name I entered and enter the Quantity. I also look up the item and Scan or Create a SKU for the Item and print what is needed. You can always create the Item in Square before receiving it.
If i take my invoice / receipt and make a PDF, sometimes excel can take those PDFs and make a Excel sheet from it and import that to Square to create the items. Sometimes the number 0 might appear as a letter O for the OCR to go from pdf to csv.
Here is my process:
Order items through suppliers website (no PO from Square)
Usually my supplier sends me a PDF invoice shown as Paid
Open Excel, tap get Data from file and choose PDF. Then choose the Saved invoice from Supplier.
Excel opens the PDF as a Table and opens Power Query.
In Power Query I have change the Name of the Columns, to something like Item, Barcode, Cost, Total etc
Then I look at the Table and add a column if needed of Category, enter a category for each item, sometimes I call it NEW. This way I can search in Square for Category New and change category to one I already have to avoid duplicate categories which are Similar in name. I also add a Column of a Selling Price to be imported.
Then I log into Square and goto Items (catalog) and Import items using the new csv file from Excel that i just created.
I match up my new headers to the fields in Square for the import.
Comeback later and Move items in Category New to correct categories inside Square.
Then I may make minor adjustments if I want before the order arrives. Depending on supplier, some items come with an SKU or GTIN and others do not. If they do not I will print out Labels and place on a Clipboard for when the order arrives. Order arrives, Get items and scan through the Inventory Receive Items. Label any items that need to be labeled and counted, then Scan to inventory. Extra Labels or Missing Labels, means Recount.
The other thing you could do from the PDF to Excel conversion is enter the Quantity Ordered to be uploaded to Inventory then. So when you receive your inventory you only need to make adjustments for damaged or missing items.
I try to prepare my inventory before receiving New items as much as possible before it is delivered. It gets too hetic, unloading and trying to count and enter stuff all at once. Try to do what you can when you have time.
Keith
Owner
Pocono Candle
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