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Add and create items from purchase orders with Square for Retail

Who is this article for?
  • Account owners or team members with items and inventory permissions. Set permissions in Square Dashboard.
  • Square for Retail Plus and Premium subscribers
  • Sellers with retail mode enabled in the Square Point of Sale app.
  • About creating items from existing purchase orders

    When creating an item for a purchase order, you can manually enter the item name, price, and unit cost on the spot. Once your items are created and ready to include in a given purchase order, your library will populate as a drop-down for you to choose from.

    If you’ve already created the items to include in a given purchase order, just start typing and your library will populate as a drop-down for you to choose from. If you need to create an item for a purchase order, you can manually enter the item name, price and unit cost on the spot.

    Before you begin

    You can create items directly from your purchase orders from your Square Dashboard, the Square POS app with retail mode enabled or from the Square Retail POS app.

    Create items from purchase orders

    Square Dashboard

    1. Sign in to Square Dashboard and go to Items & services (or Items & menus or Items & inventory) > Items > Inventory management > Purchase orders.
    2. Click Create.
    3. Enter the order information and the name of the item you would like to create. Alternatively, click Import items.
    4. Click Create or Save as Draft.

    Point of Sale app

    1. Open your Point of Sale app and tap Inventory.
    2. Tap Purchase orders > Create purchase order.
    3. Choose an existing vendor or type Create vendor. Tap Continue.
    4. Search or scan items.
    5. Enter the item quantity, then tap Save.
    6. Review order details, then tap Create.
    7. Send notifications to yourself or the vendor with an optional note.

    Your newly created item will automatically populate in your purchase order. A maximum of 500 unique items can be added to a single Purchase Order.

    Additionally, on the item creation page, if you click View All Item Properties, you can add other information such as the locations your new item is carried to or item variations.

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