Small Business Inventory Tracking with Square

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In this video, I show how I utilize Square to track my small business inventory. This is the first video in a series on Square showing inventory, reports, and invoicing.
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Creating new Inventory Items one at a time: 01:30
Inventory Tracking per item: 03:00
How to Import Bulk Inventory Items: 06:10
Setting Up Sales Taxes: 09:04
Setting Up Discounts: 10:29
Email Notifications: 11:20
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Hi I'm Ashley, and I was a successful corporate tax CPA. After years of long hours, moving across the country, and a son, I wanted more. So I got into direct sales on the side to connect with old friends and fell in love with being my own boss.
Then I decided to do it full time, and also have our son at home, and also grow my personal brand. Needless to say now I wear a lot of hats throughout the day as a mom, business owner, team leader, wife, chef, maid, and on and on....and so Fifteen Hats was born.
It's a lifestyle brand of sorts catered to the motivated, get it all done, pursue her own happiness, professional woman. Here you will find valuable content to help you grow your own business while learning how to do so much more than you thought possible.
You can live life in love and abundance if you work for it...and you can follow along as I work for it too.
#square #inventorymanagement #smallbusiness

Опубликовано:

17 июл 2024

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Комментарии : 146

@Sunshine-jm8ds 3 года назад

Thank you for sharing this! I have signed up Square using your referral link :D. I am also an accountant (I'm in corporate finance) and I'm starting my own Jewelry business on the side for the goal of achieving time flexibility. Glad to meet you on RU-vid!

@AshleyCejka 3 года назад

You are so very welcome! And congratulations on the start of your own business! How exciting. :)

@alizantout3162 3 года назад

Just signed up using your link. Thank you for the video! This will help my smoothie business that I am starting up

@AshleyCejka 3 года назад

Great to hear it was helpful! Best of luck with your smoothie business. :)

@WoeIsKing 3 года назад

Love the comment interaction I read a lot of those comments and they were super informative just like the video thank you so much

@AshleyCejka 3 года назад

You are very welcome! I'm so glad you got value out if it. I enjoy sharing what I have learned. :)

@kelsiahernandezdesigner7806 2 года назад

Awesome content! It's just what I need right now. Thank you for sharing 🙂

@AshleyCejka 2 года назад

I'm so glad it was helpful! :)

@ElizabethLytle 18 дней назад

Thank you thank you....very helpful!

@AshleyCejka 16 дней назад

Glad it was helpful! Let me know if you have any questions :)

@lilypatriciasanchez305 3 года назад

Thanks for the info, just subscribed!

@AshleyCejka 3 года назад

Thanks for the sub! I'm so glad you found it helpful!

@rhondaspencer2715 3 года назад

Fabulous! Thank you.

@AshleyCejka 3 года назад

You’re welcome!

@BlackCEOqueen 2 года назад

Thank you for this 😍😍😍

@AshleyCejka 2 года назад

You're welcome 😊

@nigelnovak3096 Год назад

Hi Ashley, great video! We're a cafe in Australia. Couldn't get the free processing but thanks for the fantastic video on inventory. All the best!

@AshleyCejka Год назад

Oh bummer! I tried to search it and it looks like they do offer it there. I'm not sure why you didn't receive it. You might want to contact their client service to see why and have them apply it for you. If you previously had signed up with your AU ID number that might be why. Wishing you all the best with your café!

@sirikwankwanmuang2764 2 года назад

thank you for sharing !

@AshleyCejka 2 года назад

You are so welcome! I'm glad you found it helpful.

@backporchwithshundad 2 года назад

First off all, let me just give you a BIG HUG❤️. Thank you for this video. I’m a new to Resell, and I’ve always used Square for invoices and inventory, however, I never thought of it, being my inventory management system. Your video has been VERY helpful because I was going to create an excel spread sheet and had just watched a video that made my dopamines go crazy 😜…it was just too much for my lil brain 🧠. Now, I do have two questions? 1. If I live in Texas, and I ship to another state, do I apply my sales tax or theirs? 2. Where am I importing/exporting my inventory? Yea, this one was a little confusing! I am a Thrift haul Vlogger and I am trying to do resell…there is so much to learn! I tell myself every day, “Nope, Rome wasn’t built in a day” 😂😂😂

@AshleyCejka 2 года назад

1. So the sales taxes there are so many rules around it. Do you have a CPA you can consult? That is going to give you the best answer. There are rules that were put into place that you are required to collect their sales tax and remit payment to the state if you have so many sales into the state or over a certain dollar amount, but it varies by state. I'm not an expert in that area unfortunately! Generally it seems if you don't sell over the threshold then you wouldn't collect, but I can't give concrete tax advice because I don't know. Def ask your CPA. :) Sorry I can't be more helpful there. 2. So once you are in Square go to Items then click the actions button and you will see the option to import/export library. So once you export the items from there you can adjust them and add to your spreadsheet. Then you will reimport on that same screen. Let me know if that doesn't make sense and I'll see if I can help more!

@hugs4drugs712 2 года назад

I love your videos. I'm ordering my square pos system tomorrow. Can you show us how to do a return with the square system? Please... I'm totally new to this a am about to open a small boutique and I'm trying to learn as much as possible before we open.

@AshleyCejka 2 года назад

Hi I'm sorry I have bene on a slight hiatus! Did you figure this out? I don't know how you will be running your boutique, but I send invoices through Square. From there when I am logged in on I click the 3 dots and then click issue refund. You can then choose to issue a specific amount or you can pick to issue a refund for one specific item. Will you be running items through invoices?

@Phulosophy369 3 года назад

Great video! Do you have to have the categories/Options sets all set up before you import? Or do the categories in the import sheet created automatically?

@AshleyCejka 3 года назад

I have imported the file and the categories/options import for you. I believe you let Square know what each column is during import (it's been a while) so that is how it knows it should setup the category. Let me know if you have any issues!

@shirra4497 11 месяцев назад

Thank you for your video. Please can you explain how one can add an item with multiple sizes and colors

@AshleyCejka 11 месяцев назад

When you are adding them individually you would create a new item and then add option. From here you can add Size/Color options. This will give you the chance to add the sku for each item, price, weight, and manage the stock for each item on the main screen. If you want to add the options ahead of time - Size, Colors, Etc. You can also go to the items tag, click options, and then add options from there so when you add individual new items it is all there. For mass importing - You would include these options under Option Name and Option Value. Does this help?! If not, let me know and I can try to assist further.

@WoeIsKing 3 года назад

New Subscriber

@AshleyCejka 3 года назад

Thanks for subbing

@Loc-N-Stitch Год назад

This was a great video. Thank You. Do you know if you can auto add a discount for example orders over $100 get free shipping.? Thanks

@AshleyCejka Год назад

Hi! There are ways you can do this. Here is an article I found with steps to do a discount for a minimum spend, but there are several options listed. Hope this helps! squareup.com/help/us/en/article/3955-create-and-manage-discounts#a0c1ea65e446693c060961b379c54f39

@michellecornell9189 2 года назад

Thank you for the video! Question, how do you manage your giveaways with your inventory since that is not an option?

@AshleyCejka 2 года назад

This is one of my biggest gripes. I wish I could label an inventory change the way I’d like. So there are a couple different categories like inventory recount, loss, damage, etc. I have just picked one to be all giveaway items so I know when looking at the changes it was a giveaway item. Hopefully that makes sense!

@JoshTizza1 3 года назад

Hey, can you scan items using a barcode scanner for the SKU into Excel as you go before importing everything into Square?

@AshleyCejka 3 года назад

I'm not 100% on this as I do not utilize a barcode scanner, but it looks like there are YT videos on tracking inventory in excel with a barcode scanner. Maybe try that to initially get the information into Excel to then import into Square. It looks like once you have the bulk inventory in when you scan new items in it will prompt you to create the item on the spot (I put the article from Square on this below). Sorry I couldn't provide more help on the topic! I found this article on making inventory using excel (I'm sure there are specific ones depending on your scanner): smallbusiness.chron.com/make-inventory-using-excel-22297.html Square Barcode Scanners: squareup.com/help/us/en/article/6387-create-an-item-from-the-retail-pos-app

@allstockhay Год назад

I love these videos. They are super helpful, thank you! I’m looking to implement Square in order to invoice and receive payment for our Beef. I am confused by the plans that Square offers. Which one would you recommend?

@AshleyCejka Год назад

I think it totally depends on what you need Square to do! I use the free plan because it tracks my inventory, invoices, keeps a client list, etc. Is there anything specific you a are looking to have square do other than invoicing?

@AshleyCejka Год назад

For example, the plus plan gives you client amounts where they can login to order, so a website and link your domain , it always ppl to pay with PayPal. For me, I don’t need any of these features so the free plan works great. 😊

@allstockhay Год назад

@@AshleyCejka I am going back and forth on having a website where customers could create their own beef orders and pay. We are pretty small so invoicing myself shouldn't be an issue. Does the free Square plan allow you to use POS in person transactions?

@AshleyCejka Год назад

I have the contactless card reader and use it for in-person events. I'd assume the bigger transponder would work in the same way. :) I agree, my orders are still easy enough to handle invoicing directly as I'm not receiving 1000s a day. I'd think you could upgrade your account fairly easily if you wanted them to have their own logins on the website. The difference in the plans is your clients would have a custom account for them to login to etc. Here are the details to each: squareup.com/us/en/online-store/plans

@wendycruz1696 3 года назад

Can I use the barcode scanner to count inventory weekly? if so, how? Will it actually change the inventory I have in stock already? or will it add to it? I want to make sure my employees are not selling products that are in stock without turning in the money. I had an employee doing this before. Thank you so much.

@AshleyCejka 3 года назад

To be honest I'm not sure on this particular question. I do not use a barcode scanner, but it seems you might need Square Retail Plus to do cycle counts. I left some links below that might help you. I think if you have Retail Plus it seems it should work the way you need it. I'm sorry to hear about your employee in the past! That's horrible. Using a Bar Code Scanner: squareup.com/help/us/en/article/6110-manage-inventory-with-the-retail-pos-app Square for Retail Plus: squareup.com/us/en/point-of-sale/retail

@deenyced.3213 Год назад

You're reaaly gd at this, keep it up! Also, I don't believe the still offer the 1000 for processing though.

@AshleyCejka Год назад

Hi! Thank you so much. :) They do still offer the free processing. It's $1000 in sales of free processing for you and me when you are a first time sign up using my referral link. It has to be a first time account though.

@anneappel5780 9 месяцев назад

Thx for the item overview. How do you reorder items that are low or out of stock? I'm a brick and mortar shop with no on line business.. yet.

@AshleyCejka 9 месяцев назад

After you send out your invoices if you have it properly marked it will decrease your inventory. Then when you go to your item library you can export and reimport for it to adjust or depending on your order sizes I usually adjust item by item. You can go to the item and then click the available to sell number and it pops up manage inventory. Then you can select stock received and the amount received. Let me know if that doesn't make sense.

@omargarcia8024 3 месяца назад

Great video!!! I was wondering what square plan you have to use this inventory on square.

@AshleyCejka 3 месяца назад

Hi! I have the free version of square! So I do not pay for a subscription. You just have to make sure you have the inventory selections turned on. The interface of Square has been really updated since I did this video. I really need to sit down and do an updated one that shows the new look. If you have any questions let me know!

@omargarcia8024 3 месяца назад

Does the free version have an inventory cap?

@AshleyCejka 3 месяца назад

@omargarcia8024 I have not encountered an inventory cap on Square free.

@infinitebeautycompany1884 3 года назад

Hello! I also use Square for my SeneGence business and have yet to find a method to track tester/demo inventory... ie: remove that tube from my inventory count, while at the same time "tracking" the $ value for end of year total to account for at tax time. Still keeping a hand written list and just adjusting the inventory count. What do you do?

@AshleyCejka 3 года назад

Hmm so I don't have a ton of testers that I have had to open (when events start up again I imagine this will be more of a problem for me). However, I track my inventory going in and out for tax purposes and then at the end of the year the discrepancy between my final inventory count is made up of giveaway products and testers. I wish Square gave the flexibility to name what the change in inventory amount is, but I use the different preset options for different things. Ie. Lost, Damaged, etc. to indicate a trade, giveaway, tester. If you want a specific list I'd think you would have to track that separately. I'll have to think on this and see if I can think of a different way to track it with Square. The only other thing I could think you could do is to do an invoice to yourself so the line item reduces, mark a discount so it is just the cost of the item ($12.50) and then mark it paid as 'OTHER' so at the end of the year you know anything marked as "OTHER" was a tester. That way you allocate it properly (not sales, but a cost for the 12.50). Not sure if there is another work around, but if I brainstorm something I'll let you know.

@jacindamelendez3430 2 года назад

Hi question is there a way I can input what I paid for the product so when it comes time for me to pay sales tax I know how much I paid in taxes for all the products that were sold in a 3 month time frame ? I'm new to this and I'm looking for the best program to keep track of how much inventory was sold . Ty ❤️

@AshleyCejka 2 года назад

Hi! I'm not sure if I understand your question fully so if this response doesn't answer it let me know. :) So unfortunately this system for the free version it will not track your Cost of Goods Sold, but you can do that in the paid version (Square for Retail Plus). However, you can see on Square Reports how much you sold during the quarter and the sales tax collected in the free version. If you go to reports you can see the total sales, and then reports under taxes will have your sales tax and each jurisdiction you have setup for what was collected. Here is a video I have on Square Reports: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-B5Z5hKjgs5U.html So I keep all of my accounting for my small business in Quickbooks Online. This is where I track what I paid for my inventory and all costs involved. I use the Free Square reports to double check the amount of sales tax owed when I file my returns. Hopefully this helps! The free version has a lot of capabilities, but unfortunately some of the finer details are only available in the paid version.

@user-mx7zg7wi3e 9 месяцев назад

Hello, Ashley. Nice overview of tracking inventory in square. When you bring in inventory there is a cost associated with purchasing the inventory and it's likely purchased with a company credit card. How does square link the cost of purchasing inventory to your accounting software, ie; Quickbooks, so you can reconcile the purchase transaction of the inventory with the charge on your credit card statement? Does it send a bill to the accounting software or would you have to create such a bill in the accounting software separately?

@AshleyCejka 9 месяцев назад

I keep my cost of goods in my accounting software. I think the paid versions of square might be able to track this for you, but the free version unfortunately does not. I believe the paid version is Square Retail Plus! Otherwise, like I said I just keep track in QBO.

@palomi2586 Год назад

V helpful ty! Im totally new about to acquire the hardware and all. How do I import an excel file onto square whereby the columns are named differently and do not align to the square require3d template? Some of my columns actually also calculates my margins. Do i have to reconfigure my spreadsheet completely - that would be horrendous:)

@AshleyCejka Год назад

Hope you already figured this out. I'm coming back after maternity leave, but I'd copy and paste the necessary information OR save a copy of the file and delete the information you do not need. When you go to import you can tell it which column is which, but it will likely cause less hassle to compile the initial import in the format they provide. I wouldn't change your template completely, but save a copy and edit that. It's really the excess information you don't want to try to import like the calculation of your margins. If this doesn't make sense let me know!

@sdiaz2k 2 месяца назад

Hi Ashley, do you use bar codes in your inventory in Square? thanks

@AshleyCejka 2 месяца назад

Hi! I do not, but there are ways you can and scanners you can get to scan it in.

@okcanuck 3 года назад

I am wondering about the column labeled token ( A) what does this do and can you create a barcode in this spreadsheet format from your sku#

@AshleyCejka 3 года назад

Hi Sheila! Sorry for the delay I was in the hospital having my son this past week. Anyhow, if you haven't already figured this out the column labeled token your square dashboard will automatically populate that. You want to leave that plank if you are importing for the first time and if you are editing items you don't want to change this field. As far as your question for barcodes that looks that might be a feature for one of the paid Square programs. I did find this article on creating labels though! Hope that helps! squareup.com/help/us/en/article/6093-create-and-print-bar-code-labels-with-square-for-retail

@leeraynor1325 11 месяцев назад

Do you know if there is a program available which can sync inventory from Square to an accounting software like Xero for those who require Inventory control? Great videos with import export.

@AshleyCejka 11 месяцев назад

Hi! I'm not sure if they have updated this yet, but in the past I was trying to use their Beta version for connecting the two with QBO and it was a huge disaster so I ended up just tracking inventory in Square and making adjustments as needed in QBO. I did search and their are outside providers you can use to integrate your Square Transactions with Xero! Looks like Synder has that capability! Not sure if Square has corrected their issues with linking directly with providers as it has been a long while since I looked, but third party is likely the way to go if not. Hope this helps!

@tomclark9750 Год назад

Great Video. I am searching for a new system. I noticed it can pull from Windows excel. Will it also work with Apple IWorks? Also, Does square charge for this inventory tracking and how much? I have searched but havent found anything

@AshleyCejka Год назад

Hi! So Square does not charge for the basic inventory tracking that I have shown in this video. There are more advanced options if you get their paid plans, but this is free. I'm not totally sure how Apple iWorks factors in as I'm not familiar with it. You need an .xslx or CSV file. If you can't do those with iWorks then you can put it into googlesheets. Here is an article with the how to: squareup.com/help/us/en/article/5153-import-items-online

@rnoeldzn 2 года назад

Hi I haven’t set up my square online site yet. However I do have an inventory question. I sell items from my studio with my square POS chip reader and plan on selling similar items online. How do I keep my inventory separate…brick & mortar vs. online inventory. Thank you

@AshleyCejka 2 года назад

So this is something that Square has still not addressed. If you have them pulling from the same pot of inventory it convolutes it because Square does not currently keep track of them separately. For example, if you have 2 of one Blue shirt and 1 sells online and 1 sells in the Brick & Mortar it will not combine to show that you have zero in stock unless you had two locations setup with 1 in stock for Brick & Mortar and 1 for Online. If this is the way you need to track it then I'd request it here on this thread! We as a Square Community have been asking for a while lol. www.sellercommunity.com/t5/General-Discussion/Managing-inventory-at-multiple-locations/m-p/31094 If you keep your inventory separate for each location then you can actually setup multiple locations and track the inventory separately! So if you do not comingle your inventory then I would setup two different locations and load each with the proper inventory. Here is a quick blog post I found from Square to help you get your second location up and running. You should then be able to follow the same steps to import inventory for both locations at the same time. squareup.com/help/us/en/article/5580-manage-multiple-locations-with-square Hopefully this helps!

@marlajunesclothing Год назад

Do you enter inventory through the website and that connects to the pos checkout tablet?

@AshleyCejka Год назад

Hi! I don't use the tablet, but yes it should. Your inventory should be linked together under your account. I can't find anything that says otherwise.

@joeylucio27 3 года назад

How do you track inventory from one month to another. How can you tell which items you sold during one month?

@AshleyCejka 3 года назад

When you have your inventory setup to track like I show in the video it should automatically track the inventory for you. For example, if you have widgets in your inventory and you sell one when you do your invoice you would type widget and select it. Whatever quantity you sell on that invoice once it is paid it will reduce the inventory amount. To see what you sold during the month if you go to reports select the time frame you want then click item sales on the left hand side. This will show you all of the items you sold during the month! If that doesn't answer your question let me know! Hopefully it makes sense!

@AceHardy 4 года назад

🙏

@AshleyCejka 3 года назад

🙏

@user-km1jp7iz7i Год назад

So do you know how to get end of year inventory totals?

@AshleyCejka Год назад

To my knowledge this is where Square really misses the mark and they have not improved to fix this feature. At the end of year I export my inventory to excel at 12.31 once I have done final inventory so I have final inventory numbers. If you are past your fiscal or calendar year end date it is more cumbersome. You can export your numbers now and then go back and look at the historical view for each item you sell, but there is not a quick easy method to export inventory as of X date. That would be too simple 🙄 So you have to do a bit of calculations if you are on the free plan. If you are paying for Square Retail you can pull inventory reports and this thgread seems to discuss some options for that www.sellercommunity.com/t5/Questions-How-To/END-OF-YEAR-INVENTORY/m-p/111358

@BaumanEmpire Год назад

Few questions. Can you scan barcodes? Second Things that already have a bar code can you scan that into inventory?

@AshleyCejka Год назад

Hi! I do not actually use a barcode scanner, but yes you can use it to do your inventory. I believe that feature is on the paid Square for Retail plan which I do not use, I use the free version. Here is an acticle that talks about how to manage inventory with the barcode scanner on Square Retail. squareup.com/help/us/en/article/6110-manage-inventory-with-the-retail-pos-app I found this bluetooth barcode scanner can be used with Square for Retail. There are also other scanners I saw that were compatible when I googled it if you already have some it might work you just have to check compatibility. squareup.com/shop/hardware/us/en/products/socket-mobile-barcode-scanner-bluetooth#:~:text=This%20bluetooth%20barcode%20scanner%20can,Square%20Terminal%2C%20or%20Android%20devices.&text=Not%20compatible%20with%20Square%20Register%2C%20Square%20Terminal%20or%20Android%20devices.

@symsymsandroid1255 2 года назад

We are getting so frustrated with Square. It is so hard to find help with questions. Is there a way to limit the items or put a required amount to purchase? For example, how can we do a 5 for $5 option with available inventory?

@AshleyCejka 2 года назад

Im so sorry you are having issues with Square assisting you! While I haven’t tried this on my own it looks like this is a feature request. I’d definitely add your thoughts on this thread so they know others want this feature! www.sellercommunity.com/t5/Questions-How-To/Can-you-require-minimum-quantity-for-purchase/m-p/12864#:~:text=There's%20not%20an%20option%20in,by%20you%20or%20your%20employees. I also noticed some suggestions in this thread that may be applicable to your business and might help! Depending on how you want to structure it you can set a quantity of 5 and a charge of $5, but that would only allow everyone to order in quantities of 5 and not 3 if wanted. They explain it some in this thread. Check out Bernadettea comment. Not sure if that will work for you. www.sellercommunity.com/t5/Square-Online-Discussion/Square-Online-Can-you-require-minimum-quantity-for-purchase/m-p/253152

@inahhanson6419 3 года назад

I want to know how to turn on stock tracking after I have already listed my items?

@AshleyCejka 3 года назад

If you have only a few items you want to turn it on for you can go to your dashboard then items>item library> click the item you want tracking on >under variations and stock there is a button to the side that says add low stock alert. If you want to turn it on for all you can export your inventory and then mark Y and the amount in the columns stock alert enabled and stock alert count. :) Hope that helps!

@priencessnaila1533 3 года назад

How do make you Inventory show up on your regular screen like so people can buy item

@AshleyCejka 3 года назад

Are you asking about setting up a shop with your Square account inventory? Or do you mean when you are populating your invoices to have the inventory item show up?

@grizzlyburr3 3 года назад

Since making this video, have you come up with a better way of tracking giveaways/promos?

@AshleyCejka 3 года назад

I haven't unfortunately. I just reduce the amount in my inventory and mark it down in my accounting file. I'm not sure if Square's paid version would allow you to track it differently though.

@cynquenneville2553 3 года назад

Can't you register a sale using a "freebie" discount code so that the price is at zero but your inventory gets adjusted?

@AshleyCejka 3 года назад

I'm not sure which part of the video you are referencing, but there are a couple ways you can adjust your inventory. Square unfortunately does not let you ring a $0 invoice so unless you have other items included on your invoice you the discount will not work with adding a discount code for "Freebie". Invoices must be between $1 and $50,000. So adjusting it how I showed in the video is the best if you are giving it away. Other methods that have been suggested, but I don't prefer because it messes up your revenue tracking is marking it as a $1 invoice. Or you can send an invoice and refund it without restocking, but I cannot remember how the fees work out without more research. Now, depending on how you have your Square setup, like if you have a Square Shop maybe it will let you give a discount code for the client to enter on their receipt, but in my business we cannot have a Square Shop setup. I did find this blog post that might help you test that theory though! squareup.com/help/us/en/article/6880-create-a-coupon-in-square-online-store

@SunnyIngram Год назад

I have a question... I forgot to receive items on my PO in square and have been selling them without having "received" them. I then marked received but my inventory count is not reflecting the 50+ sold before I "received on the PO" . Is there a way to change the received date?

@AshleyCejka Год назад

Hi Sunny! After searching quickly it doesn't appear there is a way to back date inventory. It looks like there is a 3 year old feature request with Square on this item. I put it below so you can add your request to it! Were you able to fix the 50 you sold before receiving the inventory? You can always do an inventory recount if you didn't have the item listed in there to accrue a -50 sold. Like the request here so they know more people want it: www.sellercommunity.com/t5/Read-only-archive-Square-Retail/Is-there-a-way-to-back-date-inventory-stock-date-it-seems-to/idi-p/64586/page/2#comments

@SunnyIngram Год назад

@@AshleyCejka Thank YOU!! We are acutally in the middle of an entire inventory recount and I am going to be spending an inordinate amount of time correcting inventory counts. We also sell commissioned art and jewelry. We have found that Square does not like this. Even when I enter the seller commissioned amount as COG it seems to not mesh. i am learning... I love your videos.. thank you.

@AshleyCejka Год назад

Oh no! Are you using the paid version of Square or free? The free version doesn't track COGS unfortunately. As for the inventory counts being off were you sending invoices and selecting that specific item? Or maybe it was items added after your initial import? I can help you with a few places to check you have it turned on if you know. :)

@barbiengland7022 Год назад

Since you mentioned that there isn't a place for you to adjust inventory for giveaways, I'm assuming that there isn't an option for donations either?

@AshleyCejka Год назад

Hi! Unfortunately, no there isn't currently a way to show that you donated inventory to a charitable cause. You would need to adjust it as I showed for giveaways and track manually or through your accounting software. Here is a thread on it and what others have done to track it though. You can also input your feedback so Square knows it is a feature that is wanted! www.sellercommunity.com/t5/Square-Online-Discussion/Inventory-quot-sold-quot-as-quot-donation-quot/td-p/211579

@meccamusic8001 3 года назад

Hi I've never used square before, is this an alternative to using shopify or is this something to use in addition to a website like shopify to track your inventory?

@AshleyCejka 3 года назад

I haven't used Shopify, but to my knowledge they would be similar. I'm showing the basic version of Square here, but there are retail versions available that have more complex options. I also believe you have the opportunity to list products on a Square Shop (similar to Shopify). However, I'm not sure the functions within Shopify. Square will collect payments, send invoices, track inventory etc. so it is great for small businesses, but at the end of the day I think it depends on how you are operating your business. Mine does not allow me to have a shopping cart feature like Shopify which is why I do not utilize it. :)

@meccamusic8001 3 года назад

@@AshleyCejka ah I see, thank you for clarifying ❤

@AshleyCejka 3 года назад

@@meccamusic8001 you're welcome!

@brendawaymon3946 3 месяца назад

Can the item information I’ve entered into the Square app be uploaded to the inventory app from the marketplace?

@AshleyCejka 3 месяца назад

Are you referencing square Marketplace? Like using Square's online websites?

@brendawaymon3946 3 месяца назад

@@AshleyCejka yes I was and I found out it does, called a catalog. Thanks

@AshleyCejka 3 месяца назад

@brendawaymon3946 you’re welcome! I was going to say I’d think it would transfer, but wasn’t sure if that was what you meant. Glad you got it sorted out!

@inahhanson6419 3 года назад

I am still having a problem turing inventory tracking on. Please help.

@AshleyCejka 3 года назад

If this didn't work: If you have only a few items you want to turn it on for you can go to your dashboard then items>item library> click the item you want tracking on >under variations and stock there is a button to the side that says add low stock alert. If you want to turn it on for all you can export your inventory and then mark Y and the amount in stock in the columns stock alert enabled and stock alert count. Then you can try going to Items from your dashboard>settings>inventory> then make sure adjust inventory levels through invoices is turned on. Otherwise, I'm not sure why the above wouldn't work. I've never had that issue! :/ Here is a link to Square's blog for photos of what I'm talking about. I unfortunately can't upload photos here in the comments to show, but this will help you with where I'm directing you in the above comment. squareup.com/help/us/en/article/5228-basic-inventory-management

@JayDubCustoms 2 года назад

Is there a place in Square that will show you the total value of your inventory? Thanks.

@AshleyCejka 2 года назад

Hi! To my knowledge there isn't a specific report that you can pull at the moment. What I do for taxes to have in my workpapers I go to the item library. Click Actions, Export Library, and then export to an excel. From there I can easily manipulate the data by multiplying the price by what I have on hand to add it up quickly!

@AshleyCejka 2 года назад

I did see where there were others asking about this. Looks like Square for Retail (paid version) might have something you can use, but I thought this might be helpful or if you wanted to add a request to it. www.sellercommunity.com/t5/Questions-How-To/Can-you-get-a-total-value-of-inventory/m-p/30230

@melroseespinal5314 2 года назад

After the inventory has ran out …. Will the site automatically say sold out ? ❤

@AshleyCejka 2 года назад

Are you utilizing Square's website? I do not use this feature, but I did find this message board that might be useful. www.sellercommunity.com/t5/Square-for-Restaurants/Request-Button-for-Enabling-Disabling-Sold-Out-Items-For-Online/td-p/164757 As far as how I describe the inventory here it shows as 0 or negative when looking at the items list in Square for me.

@innerbeauty24 3 года назад

I dont see all these features on the app

@AshleyCejka 3 года назад

Which features are you looking for? The importing you would need to do from a desktop. Let me know what you were looking for and I'll see if I can help you navigate the app.

@donnadeahl1390 2 года назад

Do you know why some items have duplicate line items?

@AshleyCejka 2 года назад

After you imported into Square? Or in your excel sheet? I haven’t had it import duplicates before so just trying to figure out what is happening.

@chasitysnoderly5637 3 года назад

Where is the link for 1000$ prosessing?

@AshleyCejka 3 года назад

Here you go! squareup.com/i/FIFTEENHAT

@liawelch1623 2 года назад

Do you have a discount link? I am looking to purchase my square equipment.

@AshleyCejka 2 года назад

I am not sure that the referral link works on square equipment, but this link will allow you to get $1000 free processing. squareup.com/i/FIFTEENHAT

@liawelch1623 2 года назад

Thanks! One last question! Do I need to buy the register (the one that comes with the “iPad looking POS) or just the terminal and the bar code scanner would do the job in order to keep track of my inventory?

@AshleyCejka 2 года назад

So I think it depends on how much inventory you will have and what type of business you are operating. I personally manually input each inventory item when received and use the credit card reader at events. Most of my business is done through sending invoices directly to clients. Because I have the inventory entered once I do the invoice and they pay it pulls the item from my inventory. So if you are going to have a lot of inventory that you will have barcodes on and need to track easier then the barcode scanner might be helpful.

@micheles5501 2 года назад

any chance you can post updated sqaure info

@AshleyCejka 2 года назад

Yes! I actually have to sit and write out the contents for this to film a bunch of videos when my husband returns. Is there anything I can help you with in the meantime?

@micheles5501 2 года назад

@@AshleyCejka oh thanks. I’m not in a big hurry. Lol. I’ll wait or ask when I’m really ready. Haha.

@innerbeauty24 3 года назад

I dont see all this in the app

@AshleyCejka 3 года назад

Replied to your other comment. :)

@liawelch1623 2 года назад

Hi, do you have to add the images one by one?

@AshleyCejka 2 года назад

Unfortunately it does appear you have to do them one by one still. I have been looking at that periodically for myself. www.sellercommunity.com/t5/Questions-How-To/How-can-i-mass-load-item-images/td-p/30808

@liawelch1623 2 года назад

@@AshleyCejka I am so happy I found you! You are amazing! Thanks a lot! Please please do more videos on Square!!!

@AshleyCejka 2 года назад

PS in the seller community you can get registered for updates on items like this! :) So if you want to keep watching it once you sign up.

@AshleyCejka 2 года назад

I'm actually about to start up my videos again and have some Square ones on the docket. :) I had to take a break from my channel after having my son, but just laid out a bunch of new videos to come!

@MrJldamschroder 3 года назад

Do you import cost too ?

@AshleyCejka 3 года назад

Do you mean your Cost of Goods Sold? I keep all that information in Quickbooks. I'm not sure if you can import the cost of the item. I do import the retail price of the item.

@AshleyCejka 3 года назад

Looks like in order to track the cost of goods sold you need the retail account which has a monthly subscription of $60/month. So I guess it would depend on your business and if the extra tracking was necessary. The size of my business currently I track it all in QBOs. :) Hope this was helpful! squareup.com/us/en/point-of-sale/retail/pricing

@MrJldamschroder 3 года назад

Very helpful.. yes, I am looking at square for retail.. your video was great btw

@AshleyCejka 3 года назад

Thank you! So glad it was helpful. 😁

@berrypatel1952 3 года назад

We would like to sync purchase orders from square to QBO. Is it possible to do it?

@rodrigojosealves2929 2 года назад

A plataforma SQUARE não está mais pagando

@AshleyCejka 2 года назад

When I translate this is says Square is no longer paying? I'm not sure what issue you are having, but if your money is not transferring to your bank account you may want to contact Square directly. I'm not sure why that would be an issue, I'm sorry!

@LCPuppyCat Год назад

For your giveaways you should scan the item into a transaction and discount it to $0. Save the receipt to show your lost income. You can use that amount for tax purposes.

@AshleyCejka Год назад

Unless Square recently changed this, I haven't tried in a while, they don't allow for $0 invoices. Super annoying! I will go try it now and see if they have updated this yet!

@AshleyCejka Год назад

Yes, looks like invoices must still be between $0.01 and $50,0000. That's why I had to change it the way I did in the video :)

@LCPuppyCat Год назад

@AshleyCejka I didn't try invoices. I use mine as a point of sale. So I can put it at 0 and do a cash sale of zero, and it will complete the transaction.

@AshleyCejka Год назад

Ahhh I see! Smart. :) I usually run everything through invoices. I like this work around.

@rodrigojosealves2929 2 года назад

Quero meu dinheiro

@AshleyCejka 2 года назад

I would message Square directly so their IT team can figure out why you do not have your money.