Jan 14

Choose "stock action" used for adjustments in Square

When adjusting inventory manually in Square, you must choose the "stock action" associated with the change. The choices are: stock received, inventory re-count, damage, theft, loss, and stock return. Which action you select has an effect on reporting. For our purposes, "inventory re-count" is the most neutral one. It's not saying anything other than a mistake was found and corrected. It doesn't affect any of our year-end reports. I need to be able to tell Trunk to use that action for ALL adjustments it makes in Square. Trunk seems to be using "stock received" when increasing inventory in Square and that is messing up my reporting. When adjustments are made, I don't want my inventory cost reports to change.

Completed

Jan 14, 2021

Please let us know if you'd like this activated for your account.

Jan 14, 2021

Douglas Gale Ah ok, sorry about that, this does look like it's actually possible. I will see if we can try to implement this ASAP

Jan 14, 2021

James Hu: No rush! I appreciate you looking into it. I might be wrong about the specifics. It's been a year since I really dove into the Square API. (I made a re-stock app that monitored all transactions and compiled a restock list from that) So I know first-hand that their documentation can pretty thin at times!

Jan 14, 2021

Which endpoint are you using to adjust the inventory? If it accepts the InventoryChangeType enum, then it looks to me like the functionality might already exist. ADJUSTMENT, which I'd guess you're using, represents a change to the inventory up or down. Item received, item sold. I'm not saying everyone would want the same functionality, but for my case, I'd want PHYSICAL_COUNT to be used. In that case, it's saying basically a full re-count was done. It's not like +2, or -⁠1, it's here's the new inventory number. So it's neither "sold" nor "received". For example, if an item on my Shopify site is sold and then Square is told it also sold that item. The inventory numbers now match but my sales reports will potentially be way way off. https://developer.squareup.com/reference/square/enums/Invent… This isn't exactly what we're talking about, but I believe it's covering the same concept: https://developer.squareup.com/forums/t/what-exactly-does-qu…

Jan 14, 2021

Hey @@douglas-gale unfortunately this is not yet possible since Square's API doesn't support the customization of this. We will bring this up with our contacts at Square but I recommend also reaching out to Square for the API to support this.

Jan 14, 2021

Oh, and when inventory is adjusted down in Square, Trunk calls that "sold" That is also Very Bad for my particular set up lol