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Track Your Inventory with Square for Retail

Quickly set up and manage your inventory with inventory tracking for Square for Retail. 

Set Up Inventory Tracking

You can turn on inventory tracking by default for any item variations created by you or your team in Square Dashboard, through Square Online, or in the Square for Retail app (Free and Plus plan). To do so:

  1. Go to Items in your Retail Dashboard.

  2. Click Settings > Inventory then toggle on Enable Inventory tracking for new items.

Enable inventory tracking settings on Retail Dashboard

If you have already created items and want to make sure tracking is turned on for all items in your library:

  1. Go to Items in your Retail Dashboard.

  2. Click Settings > Inventory then ensure the toggle for Enable Inventory tracking for new items is on.

  3. Click Enable for all existing items. This will turn on inventory tracking for all items and set the stock count to zero for items that have no stock added previously.

  4. Adjust your stock to avoid all items being marked as out of stock. You can adjust stock by receiving inventory for each variation.

Bulk enable inventory on Dashboard with Retail

Note: The setting Enable for all existing items is automatically disabled until you toggle on Enable Inventory tracking for new items.

Receive Stock in Dashboard

For items without item variations:

  1. Go to Items in your Retail Dashboard.

  2. Select an item to open the Edit Item view.

  3. Scroll down to the Stock field which will have a 0 next to it. 

  4. Click on the 0 to open the Edit variation modal.

  5. Scroll down to the correct location and click Select reason and choose Stock Received from the list. 

  6. Next to Add Stock enter the quantity of stock you want to add.

  7. Click Done > Save.

For items with item variations:

  1. Go to Items in your Retail Dashboard.

  2. Select an item to open the Edit Item view

  3. Scroll down and click Adjust Inventory. 

  4. Select reason and choose Stock Received from the list. 

  5. In the Adjustment column enter the quantity of stock you want to add.

  6. Click Done > Save.

Adjust Inventory per variation on Dashboard

Turn Off Stock Tracking for all Items

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. Go to Items in your Retail Dashboard.

  2. Click Actions > Export Library.

  3. In this report, update your Current Quantity [Location] and New Quantity [Location] values and save the Excel (.xlsx) or CSV file to your computer. Note: At this time, Excel and CSV file templates are the only supported file types for bulk import. Custom templates aren’t supported.

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

Print Inventory

To print this information for your records, go to Item Library > Actions > Export Library and follow the on-screen prompts.

Note: To edit or create your item library in bulk, click Actions > Import Library.

Receive Stock In-App

With Square Retail Point of Sale Plus tools, you can receive and manage inventory right from the app. Receive stock by individual items or in bulk and adjust stock with Square for Retail on iOS devices and Square Register. Learn how to Manage Inventory with the Retail POS app.

Disable Inventory Tracking

Navigate to your online Square Dashboard:

  1. Click Items > Settings > Inventory

  2. Click the Enable inventory tracking for new items toggle to disable inventory tracking.

Note: The toggle must be to the left to disable inventory tracking.

To disable inventory tracking in bulk, you must export and reimport your item library. To do so:

  1. Export your item library.

  2. Paste "N" in the tracking column for all variations.

  3. Import the newly altered file back into Square.

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