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View stock adjustment history

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 or Square for Restaurants Plus and Premium subscribers
  • Square Plus and Premium subscribers with advanced inventory or restaurants capabilities added. Add capabilities in Square Dashboard.
  • About stock adjustment history

    Gain insights into the flow of your inventory by viewing historical adjustments.

    Before you begin

    Your stock can be adjusted in three ways:

    • Deduction: adjusts for damaged, lost and sold items.

    • Deduction or addition: re-counted items.

    • Addition: adjusts for received, restocked and transferred items.

    View stock adjustments

    You have two options to view your stock adjustments from your Square Dashboard.

    • Inventory management: Check your stock adjustment history from inventory management if you want to get a holistic picture of all of the stock adjustments made for your catalog.

    • Item library: Use the item library option if you want to check the stock adjustment history for a single item.

    Option 1: Inventory management

    1. Sign in to Square Dashboard and go to Items & services (or Items & menus or Items & inventory) > Inventory management > History.
    2. Select a date range, location(s), and adjustment type from the dropdown menus to filter your search. You also have the option to narrow your search by product using the search field to the right.
    3. Click on an event to see who made the adjustment, what it cost, and which locations were affected.

    Option 2: Item library

    In addition to your stock History log under the Inventory Management tab, you can review a summary of stock adjustments from your item library, for individual items.

    1. Sign in to Square Dashboard and go to Items & services (or Items & menus or Items & inventory) > Items > Item library.
    2. Select an item and access the item details page.
    3. Click View stock history under Variations.
    4. Review the stock adjustments and click Done.

    Export stock adjustments

    You can export your inventory history to track stock adjustments, analyze trends, and gain insights into your inventory operations.

    1. Sign in to Square Dashboard and go to Items & services (or Items & menus or Items & inventory) > Items > Inventory Management > History.

    2. Use the filters to refine your export.

    3. Click Actions and select Export History.

    The .CSV format export file includes the following columns:

    • Date & Time

    • Item Name

    • Variation Name

    • GTIN

    • SKU

    • Vendor

    • Total Cost

    • Location

    • Adjustment Type

    • Adjustment Quality

    If certain data is not available, the corresponding cell will be left blank.

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