x

Physical Inventory for Items I Do Not Have?

I switched my POS system to Square earlier this year, and I am currently doing my first cycle count by scanning barcodes with my phone. However, I’m facing a problem: when I scan items from a particular vendor to verify inventory levels, the system only shows the items that I scanned, not those that are missing. For example, if my inventory shows that I should have one toaster, but it was stolen, I can’t scan it, and it doesn’t appear as missing in the count. This means my inventory will continue to show that I have this toaster until I somehow realize it’s missing. With over 10,000 SKUs, it’s not feasible to manually identify which items are unaccounted for.

 

With my previous POS system, I could scan items from a specific vendor, import them, and then filter by that vendor to see all items and their expected quantities, even if the count was 0 or -1. This allowed me to identify missing items by seeing which items hadn’t been scanned.

 

Is there a workaround or solution in Square for Retail that would allow me to see items that should be there but weren’t scanned? Not being able to identify missing items seems like a significant oversight.

87 Views
Message 1 of 2
Report
1 Best Answer
Square Champion

Best Answer

@Stagecoach ;

After using your phone to enter quantities etc, you can go on your Square Dashboard on a computer > Items  Then any item with a 0 or negative number will be shown in red under the Stock Column.

Now you can also Export this and then use a spreadsheet to sort the Quantity column from Lowest to Higest to get all your Sold out items together.  Their is also a Filter on your Desktop in the Items page to filter items by Vendor without exporting your catalog.  On my computer I went to my Square Dashboard then to Items and filtered by a vendor and here were my results :

filterbyvendor.png

The Red circle is the Filter Icon where you can choose Vendors, and do not need to scan an item at all.

Keith
Owner
Pocono Candle

Mark as Best Answer if this Helped you solve an issue or give it a thumbs up if you like the answer.
Square Support Number 855-700-6000.
Make Sure App and OS is up to date on your Device.

View Best Answer >

47 Views
Message 2 of 2
Report
1 REPLY 1
Square Champion

Best Answer

@Stagecoach ;

After using your phone to enter quantities etc, you can go on your Square Dashboard on a computer > Items  Then any item with a 0 or negative number will be shown in red under the Stock Column.

Now you can also Export this and then use a spreadsheet to sort the Quantity column from Lowest to Higest to get all your Sold out items together.  Their is also a Filter on your Desktop in the Items page to filter items by Vendor without exporting your catalog.  On my computer I went to my Square Dashboard then to Items and filtered by a vendor and here were my results :

filterbyvendor.png

The Red circle is the Filter Icon where you can choose Vendors, and do not need to scan an item at all.

Keith
Owner
Pocono Candle

Mark as Best Answer if this Helped you solve an issue or give it a thumbs up if you like the answer.
Square Support Number 855-700-6000.
Make Sure App and OS is up to date on your Device.
48 Views
Message 2 of 2
Report