View, receive, and adjust inventory
About inventory management
Efficient inventory management helps streamline operations, reducing the time and costs associated with stocking, reordering, and warehousing. It ensures that products are available when customers want to buy them. You have two main stock actions that you can take from your point of sale app:
Receive stock: When you receive stock, you can add stock units by individual item or across multiple items in bulk.
Adjust stock: You can adjust stock levels and attribute reasons, such as loss, theft, or damage.
You can receive, adjust and count your inventory from your point of sale app on iOS devices, Square Terminal, Square Stand, and Square Register.
Before you begin
You can receive, adjust and count your inventory from your point of sale app on iOS devices, Square Terminal, Square Stand, and Square Register.
View your current stock levels
You can view your currency stock levels with retail mode enabled in the Square Point of Sale app or from the Square Retail POS app.
- Open your point of sale app, then tap Inventory > Stock Overview.
- Tap the three horizontal lines to bring up the Filters screen to filter your search results. From here, you can filter by category and location, as well as sort by Lowest stock first, Highest stock first, and Alphabetical.
- Tap Apply once the appropriate filters are selected. From here, you can view current stock counts and take various actions like receiving stock, adding vendor information, and adding unit costs.
Receive stock for an individual item
You can receive stock for an individual item from your Square Dashboard, with retail mode enabled in the Square Point of Sale app, or from the Square Retail POS app.
From your Square Dashboard, you can receive stocks of specific variations for items with variations, or add stocks for an item without variations.
- Sign in to Square Dashboard and go to Items & services > Item library.
- Select an item to open the ‘Edit Item’ view. If the item has variations, go to Variations > Edit variation details.
- Scroll down to Variations, then click Edit variation details.
- Click Manage stock and scroll down to the correct location.
- Next to ‘Stock action,’ click Select reason and choose Stock Received from the list.
- In the ‘Add Stock’ field, enter the quantity of stock you want to add.
- Click Done then click Save to return to your item library.
You can receive stock for an individual item with retail mode enabled in the Square Point of Sale app or from the Square Retail POS app.
- Open your point of sale app and tap Inventory > Stock Overview.
- Locate and tap the item you need.
- Tap Manage Stock > Stock received and enter the updated stock amount.
- Tap Save.
Receive stock in bulk
You can also receive stock in bulk with retail mode enabled in the Square Point of Sale app or from the Square Retail POS app using a compatible barcode scanner. Learn how to connect a barcode scanner to your point of sale.
Make sure your barcode scanner is connected.
Open your point of sale app, then tap Inventory > Stock Overview > Receive stock.
Add items to the list manually, or by scanning barcodes. Scanning a barcode more than once will incrementally increase the quantity counts, though quantities can also be adjusted manually with the keypad.
Tap Next.
Review all item information and add vendor information and unit cost, if applicable tap Confirm.
Exiting the screen while receiving stock will not save the scanned inventory added. If you’re receiving hundreds of new items, make sure to periodically commit your work by saving all the items and their counts.
Adjust stock
You can adjust stock for an individual item with retail mode enabled in the Square Point of Sale app or from the Square Retail POS app.
Tap ≡ More > Items.
Scroll through your item list or use the search bar. Tap on the item once you find it to view the item details page.
Tap the current on-hand quantity.
Select an adjustment type and enter the new stock number.
Tap Save.