View and export inventory variance report with Square for Retail
About inventory variance reports
With Square for Retail Plus, you can see, compare, export and adjust your inventory to maintain accurate stock levels by viewing your Inventory Variance Report or reviewing historically completed counts via the Square for Retail app or the Square Dashboard.
Before you begin
Your staff needs to be assigned the necessary permissions to view and export inventory variance reports. Learn how to Set inventory permissions with Square for Retail.
Inventory Counting requires app version 6.7 or higher. Check that your Square Point of Sale app is up to date. You can upgrade to the latest version of the Retail POS app via your App Store.
You will not be able to access full counts while you have an ongoing cycle count in progress. Discard or commit any ongoing cycle counts before continuing. The full counting feature is hidden until cycle counts have been committed to preserving any data you have tallied towards an active count.
Export Inventory Variance Report
Items CSV will export the item counts and variance data.
Count summary CSV will export a summary of the count details including the counters, reviewers, and when it was started and submitted.
- Sign in to Square Dashboard and go to Items & services > Inventory management > Stock counts.
- Click a cycle count that has a Completed status. To export from a full cycle count, select a full count that has an In Progress or Completed status.
- Click Export and choose a report to export.
- Open the app and tap Inventory > Stock counts.
- Tap a full count that has a Completed status.
- To sort the list, tap Sort and select an option from the list. You can sort the list by Variance (Count), Variance (Cost), or alphabetically using the Alphabetical function.
- Tap Details to view the total count and cost variance for the counting session. Tap individual variations to view their count and cost variance.
Ensure you resolve any missing unit costs in your online Square Dashboard for all variations in the count. Inventory value on hand and total variance may be inaccurate due to missing unit costs.