Hi sorry for my English. I create Square invoices and my customers can pay several days later but they have already received the products while the inventory is reduced only when the invoice is paid so I no longer have these items in stock. I have a woocommerce site and the inventory is not up to date because sync is done from available stock and not with stock available for sale, which is only deducted following payment of the invoice.
How can I solve this problem is there a way to change the sync stock available for sale? THANKS
I understand that you are creating an order for the customer through WooCommerce > Orders, but you don’t want to ask them to pay only after the product has arrived; at the same time want the inventory to sync even if the customer hasn’t paid.
The stock value should be deducted if the order is set to “Processing.” However, if you set the order to “Processing,” the payment link option will be removed.
Thanks for your patience while we looked into this for you. Let me make sure that I confirm a few things first:
All of the invoices start in Square and are then paid by the customer. They are not orders create in WooCommerce.
In Square you have two stock options stock quantity and available for sale
Square is set as the system of record (or sync setting).
When Square syncs inventory to WooCommerce, it updates WooCommerce only with the stock quantity (or the overall stock you have) and not the available for sale quantity (which is determined by the amount of invoices/products actually sold).
Example: You have 21 total stock of this item, but 14 of them are sold/awaiting payment, leaving you with 7 that are available for purchase (or free of invoices or orders attached to them).
If that sounds correct, then unfortunately syncing that particular stock quantity over to your WooCommerce store is not possible with the core features of the Square plugin. While it might be possible with some customization, you would need some developer assistance to make that work.
With that being said, I’m curious as to the reasoning behind having stock counting configured this way. If the product is already sold and unavailable for purchase (regardless of the delayed payment process the store utilizes), why is reducing the main stock quantity not an option? Or what am I missing in your configuration that makes it necessary to separate stock the way you are currently separating it? I’d love to hear a bit more so we can make sure things are configured in Square properly in order to meet your needs :).
This reply was modified 3 years ago by Sarah G. a11n.
All of the invoices start in Square and are then paid by the customer. They are not orders create in WooCommerce.
exact
In Square you have two stock options stock quantity and available for sale
When creating an invoice Square automatically decreases available for sale
Square is set as a record system (or sync setting).
exact
When Square syncs inventory to WooCommerce, it updates WooCommerce only with the stock quantity (or the overall stock you have) and not the available for sale quantity (which is determined by the amount of invoices/products actually sold).
exact
why is reducing the main stock quantity not an option?
I ask myself the same question
I have to send invoices by email to receive payment because I don’t meet all my clients in person so I don’t have the choice to use the Square Invoice app for certain transactions. Before using Square I created my invoices on my accounting program and I was decreasing the stock manually and I believed when changing to Square I would no longer have to do it manually
Or what am I missing in your configuration that makes it necessary to separate stock the way you are currently separating it?
I have to create invoices to companies that do not pay immediately who have had a credit account in our company for some year or example an employee must send the invoice to the accounting department who have had a certain delay.
I would have liked the invoice to be considered a sale when it is invoiced and not when it is paid and that the stock was reduced on Woocommerce when creating the invoice.
Apologies for the slight delay in our response again.
I’m not super familiar with the invoicing system **within** Square since it’s not something that’s integrated into the WooCommerce Square plugin. Which I think is the root of our issue here–> The way the invoicing is configured in Square, it is not decreasing the stock qty it’s decreasing the available for sale quantity.
I do understand that because of the invoicing system you have a delay on payment:
I have to create invoices to companies that do not pay immediately who have had a credit account in our company for some year or example an employee must send the invoice to the accounting department who have had a certain delay.
However, as you said, it should be reducing stock:
I would have liked the invoice to be considered a sale when it is invoiced and not when it is paid and that the stock was reduced on Woocommerce when creating the invoice.
I believe this is something you may need to reach out to Square about since again, the Square for WooCommerce plugin doesn’t offer invoicing support by default. While there might be some customization that could be implemented, I think that based on what you’ve said, it might be more efficient to reach out to Square support and ask how to configure your stock management to reduce the stock quantity upon the invoice being received.
The other option would be to move your invoicing system to WooCommerce. How are you taking these orders right now? Are they through the phone or email? If they are, there are plugins like Phone Orders and Invoice Payment Option that could be utilized to accomplish the same system in WooCommerce. If you then switch your System of Record (or sync setting) to WooCommerce, you’ll be able to sync from Woo to Square and it might cause less problems.
With that being said, I don’t know the full details about why you are utilizing Square invoicing (there may be a feature in there you couldn’t find within WooCommerce) so having a few more details could be helpful here if you wanted additional options beyond reaching out to Square.
I’ve already contacted Square about it and it’s a feature request but I wanted to have a solution while it’s resolved.
If you then switch your System of Record (or sync setting) to WooCommerce
I need to sync Square to Woocommerce because I have a storefront store
How are you taking these orders right now? Are they through the phone or email?
Phone and email
With that being said, I don’t know the full details about why you are utilizing Square invoicing (there may be a feature in there you couldn’t find within WooCommerce)
Following the order received by phone or email, I must send a payment link and an invoice by email or text message (SMS). Inventory must be reduced at the time the invoice is sent.
The Phone Orders and Invoice Payment Option plugins could be interesting. If however you have another option I am a taker
I’ve already contacted Square about it and it’s a feature request but I wanted to have a solution while it’s resolved.
I want to confirm my understanding here: Does that mean that Square has indicated that this is how stock reduction works when using their invoicing system? That until payment is made, the stock decrease is always going to be in the available for sale category?
I need to sync Square to WooCommerce because I have a storefront store
That makes sense and generally, with Square our documents do recommend using Square if you have a brick and mortar shop. Even if you do move the invoicing function and the phone orders to WooCommerce, Square can still be the sync setting/system of record on your site. You’d just move invoicing to WooCommerce with the Invoice Payment option plugin from WooCommerce.com, for example. That way stock will be reduced more accurately to fit the your current needs.
If Square does eventually implement the feature request that you sent them about the way stock is reduced for invoices, you could then potentially switch back at a later time.
The Phone Orders and Invoice Payment Option plugins could be interesting. If however you have another option I am a taker
The other option I would suggest here would be to find a developer that might be able to connect the available for sale stock numbers to the WooCommerce inventory as the source of truth instead of the stock quantity since the invoicing doesn’t use that and available for sale is actually the more accurate number in this situation. Otherwise, I highly recommend checking out the plugins I mentioned to see if they might help 🙂
I will take your advice and move billing to woocommerce until Square resolves the feature request. Thank you for your replies, it is greatly appreciated.
I will take your advice and move billing to woocommerce until Square resolves the feature request. Thank you for your replies, it is greatly appreciated.
Great! That should help keep inventory organized for you while we wait on Square to make the update on their end.
It seems like this issue is resolved for now, so I am going to go ahead and mark this thread as such. If you do have any further questions, please feel free to open a new topic.
Have a good one!
Viewing 14 replies - 1 through 14 (of 14 total)
The topic ‘Square Invoice wrong stock sync’ is closed to new replies.
Full Size: https://d.pr/i/YpeLq0
