2.3 KiB
2.3 KiB
| title | description | published | date | tags | editor | dateCreated |
|---|---|---|---|---|---|---|
| Inventory Management | Google Sheets master inventory, Square POS, and sales workflow | true | 2026-04-12T00:00:00.000Z | pncfish, inventory, square | markdown | 2026-04-12T00:00:00.000Z |
Inventory Management
Source of Truth
Google Sheets is the master inventory. Square is a downstream target. Never update Square first and then try to sync back to Sheets — always update Sheets first.
Google Sheets Structure
| Column | Field | Notes |
|---|---|---|
| A | SKU | Unique identifier |
| B | Display name | Name shown on price board |
| C | Price | Retail price |
| D | Tank designator(s) | Space-separated: T4 T5. Drives which TV slide shows the item. Remove when sold. |
A separate tab tracks livestock deaths — used for inventory shrinkage journal entries in Bigcapital. See Accounting.
Square POS Integration
Current State (Manual)
New inventory added to Square via CSV catalog upload. Sales are recorded in Square, then manually reconciled against Google Sheets.
Planned Automation
| Direction | Method | Status |
|---|---|---|
| Sale → Sheet | Square webhook → Google Apps Script → remove tank designator | Designed, not deployed |
| Sheet → Square | "Push to Square" Apps Script button | Planned, not built |
Square API Notes
- Square API access is free — no additional cost beyond transaction fees
- Webhook + Apps Script integration has zero incremental cost
- Apps Script is deployed as a Google Web App to receive Square webhook POSTs
Adding New Livestock
- Add row to Google Sheet: SKU, display name, price, tank designator
- Slides auto-update → TV price board updates within 5 minutes
- Push to Square: CSV upload to Square catalog (manual until automation is live)
When Item Sells
With automation (planned): Square fires webhook → Apps Script removes tank designator → done
Manual fallback (current):
- Process sale in Square
- Open Google Sheet
- Remove tank designator from col D for that item
- Slides auto-update, TV picks up within 5 minutes
Livestock Death Tracking
- Record death in dedicated Google Sheet tab (date, species, SKU, cost)
- Enter as inventory shrinkage journal entry in Bigcapital
- Do NOT process through Square