Manage Inventory With The Retail POS App
About inventory management
Efficient inventory management helps streamline operations, reducing the time and costs associated with stocking, reordering, and warehousing. It ensures that products are available when customers want to buy them.
With Square for Retail Plus, you can receive, adjust and count your inventory from the Square Retail POS app on iOS devices, Square Terminal, Square Stand, and Square Register.
Before you begin
You have three main stock actions that you can take from the Square Retail POS app.
Receive stock: When you receive stock, you can add stock units by individual item or across multiple items in bulk.
Adjust stock: You can adjust stock levels and attribute reasons, such as loss, theft, or damage.
Count inventory: At regular intervals, you can do a full count of your inventory.
You can transfer stock between locations using a barcode scanner with your Square Dashboard — but keep in mind:
Stock transfers are only available through the Square Dashboard at this time.
Bluetooth scanners must be in Keyboard mode to work with a desktop or laptop computer.
Incremental adjustments on Square Dashboard can only be made by clicking on the quantity and typing in the amount at this time.
View your current stock levels
You can view your currency stock levels from your Retail POS app.
- Open the Retail POS app, then tap Inventory > Stock Overview.
- Tap the three horizontal lines to bring up the Filters screen to filter your search results. From here, you can filter by category and location, as well as sort by Lowest stock first, Highest stock first, and Alphabetical.
- Tap Apply once the appropriate filters are selected. From here, you can view current stock counts and take various actions like receiving stock, adding vendor information, and adding unit costs.
Receive stock for an individual item
You can receive stock for an individual item in the Retail POS app on an iOS device, as well as on Square Terminal and Square Register.
Open the Retail POS app, then tap Inventory > Stock Overview.
Locate and tap the item you need.
Tap Manage Stock > select Stock received and enter the updated stock amount.
Tap Save.
Receive stock in bulk
You can also receive stock in bulk via your Square Retail POS by using a compatible barcode scanner. To do so:
Make sure your barcode scanner is connected.
Open the Retail POS app, then tap Inventory > Stock Overview > Receive stock.
Add items to the list manually, or by scanning barcodes. Scanning a barcode more than once will incrementally increase the quantity counts, though quantities can also be adjusted manually with the keypad.
Tap Next.
Review all item information and add vendor information and unit cost, if applicable > tap Confirm.
Exiting the screen while receiving stock will not save the scanned inventory added. If you’re receiving hundreds of new items, make sure to periodically commit your work by saving all the items and their counts.
Adjust stock
You can adjust stock for an individual item in the Retail POS app on an iOS device, as well as on Square Terminal and Square Register.
Tap ≡ More > Items.
Scroll through your item list or use the search bar. Tap on the item once you find it to view the item details page.
Tap the current on-hand quantity.
Select an adjustment type and enter the new stock number.
Tap Save.