Review and approve a full inventory count with Square for Retail
About full inventory review
After contributing to a full inventory count, you will need to review and approve the count. Be sure you have counted every item on hand before submitting a count for review.
Before you begin
Learn how to set inventory permissions with Square for Retail to allow your team members to conduct inventory counts.
For periodic audits of a subset of inventory, check out how to conduct cycle counts with Square for Retail.
Full counts aren’t available while you have a cycle count in progress. Full counts are meant to count every single item in inventory at a location, therefore any uncounted stock is set to zero. In order to avoid having uncounted items set to 0 stock, we recommend using a cycle count.
Reviews can be submitted via the Square for Retail iOS app or the Square Dashboard.
- From your online Square Dashboard, click Items > Inventory management > Stock counts.
- Select a Full count that is In Progress. Then, click Start review. Uncounted variations will have their stock set to zero once the reviewed count is approved. To view a summary without submitting for review, click Cancel > View count summary to view this count.
- From the Review results screen, verify that all counts are correct.
- 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.
- To override a line item count, click the line item and click Override count. Then, enter the correct count, and click Done.
- To add missing items to the count, return to the Stock counts view and click the count that has the ‘In review’ status. Tap Retract from review > Confirm and the count will go back to In progress. Once the count goes back to In progress, new items can be counted using the iOS app. When you are finished with the count, you will need to resubmit the count for review.
- Once all line items have been reviewed, click Confirm.
- From the navigation bar in your Square Retail POS app, tap Inventory > Stock counts.
- From this list, tap a Full count listed as In Progress. Then, tap Start review.
- Uncounted variations will have their stock set to zero once the reviewed count is approved. To view a summary without submitting for review, tap Cancel > View count summary to view this count.
- Verify that all counts are correct from the ‘Review results’ screen:
- 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.
- To override a line item count, tap the line item and tap Override count. Then, enter the correct count, tap the check mark, and tap Done.
- To add missing items to the count, return to the Stock counts view and tap the count that has the “In review” status. Tap Retract from review > Confirm and the count will go back to In progress. To add missing variations to the count, tap Resume count. When you are finished with the count, you will need to resubmit the count for review.
- Once all line items have been reviewed, tap Confirm.
All line items must be reviewed before tapping Confirm: this action cannot be undone. Once your full inventory count has been approved, the Stock counts status will display as Completed.