Upload stock levels to Square

Overview

Find out how to configure your Square integration’s stock settings and keep your Square stock levels in sync with Cin7 Omni.

The stock level of a product is the number of available units.

It’s essential to regularly upload your Cin7 Omni stock levels to Square. If you don’t upload stock levels after purchasing goods, you could under stock goods in Square and lose sales. And if you don’t upload your stock levels after making sales via other channels, you could oversell inventory and damage your reputation.

You should update your Square stock levels whenever your Omni and Square inventories get out of sync, which includes:

After you receive stock
After you fulfill non-Square sales orders
After you download Square sales orders

Before uploading your stock levels to Square, you must choose which Omni branches to upload stock levels from and how to have your Square stock levels calculated (below).

Omni only uploads the stock levels of products mapped to Square, including the virtual stock levels of bill-of-material (BOM) products.

Configure upload stock levels

1. Configure branches

By default, your Omni stock levels are uploaded to one Square location. That location is determined by the Primary Location setting in the Square integration settings.

Omni products may have stock at multiple branches, however. So you must decide whether to upload the total amount of stock from across your Omni branches, or whether to upload stock levels from selected branches only.

Log in to Cin7 Omni.
From the Integrations menu in the navigation, open your Square integration.
Open Settings.
Open the Settings tab.
Ensure Stock is turned on.
Under Stock, either:
- To upload the total amount of stock from all branches, set Get Stock Levels From to All Branches.
- To upload stock levels from selected branches, set Get Stock Levels From to Selected Branches and then select those branches.
Select Save Settings.

Alternatively, if you want to upload stock levels to more than one location, use Map Warehouses:

Log in to Cin7 Omni.
From the Integrations menu in the navigation, open your Square integration.
Open Settings.
Turn on Stock and enable Map Warehouses. A table of Omni branches and Square locations will get displayed.
Use the table to map Omni branches to Square locations. If a Square location isn’t listed, select Refresh Warehouse Options to download an up-to-date list of Square locations.
Select Save.

Then, when you upload stock levels to Square, the total level of stock at the Omni branch(es) mapped to a Square location will become the level of stock at that location. If a branch is mapped to more than one location, then its stock levels will be duplicated across those locations.

2. Configure calculation

In your Square integration settings (Integrations menu > Square integration > Settings > Settings tab), use Stock > Type of Stock Level To Use on WooCommerce to choose how your products’ Square stock levels are calculated. For a description of each option, see Square settings.

Optionally, you can use the setting Set Buffer Stock to have a fixed quantity automatically subtracted from your Square stock levels. Example: If 100 units of a product are available in Omni and you’ve set Set Buffer Stock to 20, that product’s Square stock level will become 80 (that’s 100 minus 20).