Track Your Square Inventory
To create a seamless checkout experience for your customers, you can track inventory via the Square POS app, online Square Dashboard, Square Invoices, or your Square Online website. Tracking and managing your inventory helps prevent overselling and will allow customers to only purchase available goods or services.
Track Inventory with Stock Alerts
If an item’s in-stock quantity count falls below the alert threshold, a low stock alert is generated. Stock alerts can be viewed in two ways:
From Items & orders > Items > Item Library in your online Square Dashboard, low stock alerts are shown under the "Stock Alert" column for items with alerts enabled.
Stock alert notification emails are sent to the email address associated with your Square account daily if any item with alerts enabled falls below the alert threshold. The email will list any items that fell below the alert threshold today, as well as any other items that fell below the alert threshold on previous days.
You can disable email alerts for an item by unchecking the "Alert" box for that item. Additionally, you can configure your email notifications from the Email Notifications tab on your online Square Dashboard.
Inventory in the Square App
When you complete a sale with Square, inventory stock automatically decreases to reflect the updated item count.
Sold out items will not block a sale for purchases accepted with Square. Your inventory will be updated accurately on your online Square Dashboard, but you still can complete sales for sold out items.
View and Edit Inventory in the Square App
You can view how much stock you have for a particular item and make adjustments right from the Square app.
From the navigation bar at the bottom of your screen, tap ≡ More > Items.
Create or select an existing item.
Enter a stock amount under the item details or tap Prices, Sizes, or SKUs to add stock to an item with multiple variations.
To adjust stock, tap the stock amount > select a reason > enter the amount to be adjusted.
You can also go straight to step 3 by pressing and holding an item from your in-app items grid.
Inventory for Square Online Sales
When your customer places an order online, your inventory is reduced immediately. To finalize the sale and update item count, navigate to Orders and complete the order.
Stock count depends on the current status of an order:
If an order is canceled, your stock will automatically adjust to reflect actual item count.
If an item is sold out, customers will see the item listed as Sold Out in your online store. Customers will not be able to add sold out items to their cart or purchase sold out items on your online store.
If an order is refunded, your stock count will not automatically increase for returned items. You can manually adjust your stock count to reflect the returned item.
Inventory for Invoices
Invoices Inventory Management allows variation availability counts—also known as "committed stock"—at selected locations to automatically decrease once an invoice is created. This feature helps prevent overselling stock prior to the customer paying the invoice.
When creating a new invoice, you will receive a warning if you do not have enough inventory available to sell in the selected location. You can identify which invoices or Square Online orders are attached to the committed stock under “Line Items.”
To enable this feature:
Go to Items & orders > Items from your online Square Dashboard.
Click Settings > Inventory.
Toggle on Enable inventory management for invoices.
Choose applicable locations or select All Locations.
Now you will see an orange banner if items in your invoice don’t have enough stock available or are sold out. If stock levels have changed or if you’ve received new stock, click Manage Stock to update your inventory prior to sending the invoice.