Sorting Inventory

[theoldtownshop]

I am trying to archive old inventory that we have not sold in a while. Short manually going in and seeing when the item last sold under "View Stock History" and then archiving the item. Is there a better way to go about this?

[Stacelyn24 · Accepted solution]

Archiving old inventory can definitely be time-consuming if done manually, but here are a few ways to make the process more efficient in Square:

1. Use the Item Library Filters:

   • Go to the Items > Item Library in your Square Dashboard.
   • Use the filter options to narrow down your list of items based on stock levels (e.g., items with zero stock) or categories. This might help you quickly identify items you no longer sell.

2. Export Your Item Library:

   • Export your item list as a CSV file from the dashboard.
   • Open the file in Excel or Google Sheets and add a column for “Last Sold.” You can cross-reference this with your sales reports for a batch update.
   • Once you identify old items, you can archive them in bulk by re-uploading the edited file or archiving directly in the dashboard.

3. Run a Sales Activity Report:

   • Check your Sales Reports and filter for items by date range.
   • Identify items that haven’t sold in a while and cross-reference them in your Item Library for archiving.

4. Bulk Archive Feature:

   • If you have multiple items to archive, Square allows bulk actions. In the Item Library, select multiple items and choose the “Archive” option to save time.

5. Automate with Integrations:

   • Consider using an inventory management app like Shopventory or Stock Savvy that integrates with Square. These tools can help you track items that haven’t sold in a while and automate archiving or adjustments.

By filtering or exporting data, you should be able to speed up the process and avoid manually checking each item’s stock history. Hope this helps!