If you select Stock Received or Restock Return, your stock count will increase for the amount entered. If you select Damage, Theft, Loss, the amount entered will automatically deduct from your current stock count for that location. Under Stock Action, enter the reason for adjusting your stock. To edit inventory by item variation, you can click on the variation row. Visit Item Library in your online Square Dashboard. With inventory enabled, you can receive alerts in your Dashboard for low-stock or sold out items, so you’ll know when to reorder and restock. For instance, you are able to add or remove stock and assign reasons such as Stock Received, Inventory Re-Count, Damage, Theft, Loss, and Return. Stock actions allow you to adjust stock levels and apply reasons. Manage Inventory on Item Editor Stock Actions Need more robust inventory management features? Explore Square for Retail.
Give or take as many as you need.Seller Community: Ask questions, get answers, and hear how other Square sellers are using inventory management. We want to make sure we have a table big enough to list all of our items. For C14, type “AMOUNT” with center alignment. In the first highlighted cell, type “DESCRIPTION” and align the text in the center. To fill your cells with a color, select the cells, select the arrow next to the “Fill Color” icon in the “Font section of the “Home” tab, and select your color from the drop-down menu.
#INVOICE AND INVENTORY IN EXCEL FREE#
Feel free to shade your cells if you like. For now, we’ll use “All Borders.”ĭo the same for cell C14. You can do so by going to the “Font” section of the “Home” tab, selecting the border icon, and choosing your desired border type. After you’ve merged column A and B in row 14, give the cell a border. This will act as the header for our listed items (column A, rows 15-30) and our fulfillment dates (column B, rows 15-30). Here’s how we’ll set it up:įirst, we’ll merge column A and B in row 14. Now we need to make a table to list our items, fulfillment dates, and specific amounts. Below that in rows 9, 10, and 11, we’ll enter the recipient information. Column C rows 4 and 5 is where you’ll enter the actual date and invoice number.įinally, for the last part of the basic information, we’ll enter the text “Bill To:” (in bold) in column A, row 8. In column B, rows 4 and 5, type “DATE:” and “INVOICE:” with bold text and align the text to the right. In Column A, Rows 4, 5, and 6, we will input our address and phone number. Feel free to give it a lighter color if you’d like. In column B, row 1, type “Invoice” to make it immediately clear what the document is. Give it a larger font size (Around 18pt font) and bold the text so that it stands out. In column A, row 1, go ahead and enter your name. Go ahead and adjust your rows and cells to the suggested specifications, and let’s get started with plugging in our information! This information is also short in length, so it doesn’t require much room. Finally, column C will include the invoice number, invoice date, the individual price of each item listed, and the total amount due. Column B contains the specific dates of the items listed, so it doesn’t require as much space. This includes buyer and seller information, item description, and method of payment. Row 1 will have your name and the word “Invoice.” We want that information to be immediately apparent to the recipient, so we give a little extra space to increase the font size of this information to ensure it grabs the recipient’s attention.Ĭolumn A contains the majority of important (and potentially lengthy) information in the invoice. Here’s how we recommend setting your rows and columns to have an optimized setup. To resize a row or column, click and drag.īy default, rows are set to a height of 20 pixels and columns are set at a width of 64 pixels. This will give us extra room for some of the lengthier information like item descriptions. Now let’s resize some of the columns and rows.
To do so, head over to the “View” tab and uncheck “Gridlines” in the “Show” section. The first thing we’re going to want to do is to get rid of the gridlines, giving us a clean excel sheet to work in.
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