Square’s inventory management gives you basic tools to keep a clear count of in-stock items in your item library. For items with inventory enabled, the stock count will update based on sales recorded from Square Point of Sale.

To use inventory management, make sure you’re running the most up-to-date version of the Square Point of Sale app on a supported device.

Note: At this time, items sold via Square Invoices aren’t integrated with inventory management. Stock counts will need to be adjusted manually to reflect these sales.

Enable Inventory Management

Enable Inventory by Item

With inventory enabled, you can receive alerts in your dashboard for items that are running low or sold out, so you know when to reorder and restock.

  1. Visit your Item Library.
  2. Select an item from the list.
  3. Below Inventory, click Start Tracking Item Inventory.
  4. Edit the In Stock quantity.
  5. To receive alerts when your stock is running low, tick the Alert box and enter the alert threshold. 
  6. Click Save

Enable Inventory in Bulk

You can also enable inventory from your Inventory Excel (.xlsx) or CSV:

  1. Visit your Item Library and click Import/Export.
  2. Click Import Inventory and select ‘Download our template file’. This file includes your entire item library.
  3. Open the file and add your inventory by item in column G, New Quantity. Save the file to your computer.
  4. Drag and drop your saved file to the Import Inventory window > click Upload.

Note: At this time, you can manage inventory from your online dashboard, but not from the Square Point of Sale app.

Manage Inventory and Alerts for Individual Items

To adjust an item’s in-stock quantity and to edit stock alerts, follow the steps below:

  1. Visit your Item Library.
  2. Select All Categories or All Inventory in the upper-left corner.
  3. Click ‘Manage Item Inventory and Alerts’ to add or decrease the quantity of your items.
  4. Manage stock alerts for items by ticking the Alert box and setting the alert threshold. If stock reaches or drops below the alert threshold, a stock alert will be generated.
  5. Click Save.

Note: You can also update your inventory alert settings at any time from Email Notifications in your online dashboard.

Manage Inventory and Alerts In Bulk

The Import tool allows you to download a report of your current inventory and update your inventory quantities in bulk. This is especially helpful for adding new inventory and verifying current stock. To download an inventory report or make updates to your inventory in bulk:

  1. Click Import/Export at the top right of the Item Library.
  2. Click Import Inventory from the drop-down menu.
  3. Click “Download our template file” to download your current inventory Excel (.xlsx) or CSV report.
  4. In this report, update your Alert Threshold and New Quantity values and save the file to your computer. Don’t edit any other columns to prevent trouble uploading the file.

    Note: At this time, Excel (.xlsx) and CSVs are the only supported file for bulk import. Custom templates aren’t supported.

  5. Drag and drop your saved file to the Import Inventory window and click Upload > Confirm Import > Done.

To print this information for your records, click Import/Export > Export Inventory and follow the on-screen prompts.

Note: The Import Inventory tool is only for adjusting inventory and alert threshold quantities. You can’t create or edit your items here. To bulk edit or create your item library, click Import/Export > Import Items from the drop-down menu.