How do I generate a report on the items I've listed as a loss in inventory management

[jennelevate77]

I've been listing inventory that we pull off the shelf to use in our space as a loss so that I can track what we use for tax reporting purposes. I've been using this option because no other category is being offered. I thought this would be an easy way for me to track so that I can report for my sales tax reporting. I'm not seeing an option to generate this report. Please advise on how to find reporting for this.

[Kassi_]

Hey there, @jennelevate77 - 

There are more in-depth inventory reporting options with a subscription to Square for Retail. If you're using just the regular Point of Sale, your reporting options would be limited for inventory. 

I would recommend looking into the Square for Retail subscription options!

Please let me know if you have any other questions.

[Candlestore]

@Kassi_ ;

What would be the way to do this using Square for Retail?  I use Square for Retail and was looking how to do this to help @jennelevate77  but could not see a way to do this either.

[frances_a]

Hello @Candlestore ! 

I'm not sure I understand what you're trying to achieve here. 

Are you looking for a way to track store-used items instead of marking them as a loss? 

Or are you looking for a report on losses?

Let me know so I can better assist! 

And as always, thank you for all you do ✨

[Candlestore]

@frances_a ;

A report on Losses or other selected Decreases in Inventory when we mark them as Stolen, Loss, Damage etc.  Some of these I have seen before in drop downs but when I went looking to view these to Help or assist the Original Poster I could not figure out how I did that before.  Or maybe an Update changed something that I can not see these $ or Quantity of Damage or Losses etc.

[Laurie_]

Howdy, @Candlestore, I'm just jumping in here for @frances_a! 

Got you, so if you're looking to generate this kind of information through Square for Retail reporting, you'll need to first start by generating a COGS (Cost of Goods Sold) report.

You can then filter the report to only show the information you're interested in, for example, sales, restocks, re-counts, losses, damages, and theft. This will need to be completed via your online Square Dashboard.

For more on Square for Retail reporting, check out this page here.

I hope this helps!

[Candlestore]

@Laurie_ ;

When I do as you Instruct I get the Cost of Goods Sold Report and filter by Sales and Losses but the Headers that show in this report do not show all the Losses.

These are the Headers... None For Theft, Losses, Damage etc.

Name

GTIN

SKU

Quantity Sold

Unit

COGS

Avg Cost

Avg Revenue

Total Revenue

Profit

Profit Margin

As you can see in the photo below the Headers of the Filtered report are Highlighted which is from me coping and Pasting them above for the list.  

I thought before there was a Header that said Losses, but did not specify what type of of loss which defeats the purpose of us choosing why the inventory decreased if they are are just in a group Losses.

Maybe Square team for this reporting moved it somewhere else or stopped reporting it. ??

But even following your instructions does not get the result desired as you can see.

[MayaP]

Hey there @Candlestore stepping in for @Loren1  while she is out. I see what you are saying, for this, I am not entirely sure why that information isn't showing. I did reach out to our Retail Team but have not heard back.  I would recommend reaching out to them and letting them know this is going on so we can look into this. You can reach Retail Support at 1-855-700-6000 squ.re/contactsqsupport.

Let us know if there is anything else we can assist with.