Inventory management guides and resources

Practical guides for Square inventory, stock counts, purchasing, forecasting, reporting, retail, restaurants, coffee shops, and multi-location operations.

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Inventory Guide

Supplier Performance Metrics: KPIs and Scorecard for Inventory Teams

Learn which supplier performance metrics matter for inventory teams, including on-time delivery, lead-time variability, fill rate, quality, cost, and responsiveness.

Inventory Guide

Inventory Aging: How to Identify Slow-Moving and Old Stock

Learn how inventory aging works, build aging buckets, distinguish old stock from slow-moving stock, and use aging analysis to reduce dead stock and carrying costs.

Inventory Guide

Excess Inventory: Causes, Costs and How to Reduce Overstock

Learn what excess inventory is, how it differs from safety stock and dead stock, how to identify it early, and how to reduce overstock without causing stockouts.

Inventory Guide

Economic Order Quantity (EOQ): Formula, Example and When to Use It

Learn the economic order quantity formula, calculate EOQ with a worked example, understand its assumptions, and decide when EOQ is useful for purchasing.

Inventory Guide

Inventory Reconciliation: How to Find and Fix Stock Discrepancies

Learn how inventory reconciliation works, compare physical stock with system records, investigate discrepancies, and improve inventory accuracy with better controls.

Inventory Guide

Purchase Order vs. Invoice: What's the Difference?

Learn the difference between a purchase order and an invoice, when each document is created, what information they contain, and how matching them improves inventory receiving.

Inventory Guide

Perpetual vs. Periodic Inventory Systems: What's the Difference?

Compare perpetual and periodic inventory systems, understand how each tracks stock and COGS, and decide which approach fits a growing retail, restaurant, or multi-location business.

Inventory Guide

Inventory Transfers: How to Move Stock Between Locations Accurately

Learn how inventory transfers work, how to record stock in transit, prevent transfer discrepancies, and use transfers to rebalance inventory across multiple locations.

Inventory Guide

Inventory Par Levels: How to Set Par Stock for Restaurants and Retail

Learn what inventory par levels are, how to calculate and adjust par stock, and how restaurants, coffee shops, and retailers can use pars without overstocking.

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