Nothing tells you what to reorder, how much, and when each item runs out.
For Square users
A purchasing workbook for Square
Square knows what sold and what is in stock at each location. It does not tell you what to buy. Export your item library and item sales and Purchase Planning in ChatGPT turns them into a reorder plan.
Where Square stops
Reorder levels, where you keep them, are typed by hand and stay put when demand changes.
Working it out in a spreadsheet every week takes hours.
How it works
- 1
Create a free account
Sign up, pick Square as your system, and add Purchase Planning in ChatGPT as the setup page shows. Claude setup is coming shortly.
- 2
Export two files
- Item library: Items > Item library > Actions > Export library. It includes the current quantity per location, default unit cost and default vendor.
- Item sales: Reports > Item sales, date range from 3 years ago (at least 12 months) to today, all locations, then Export > detail CSV.
- Optional: Square cannot export purchase orders, so type the ones not yet received into a sheet with PO Number, Vendor, SKU, Quantity, Received, Expected Date and Location.
- Keep the files as Square names them; don't edit the columns. Every item variation needs a SKU; variations without one are left out.
- 3
Get the workbook
In ChatGPT, attach the files in the chat, ask what to reorder and download the workbook.
Good to know
- Free to start, and set up entirely by you: no call with us. Real data only; there is no sample mode.
- When you tell it to create a purchase order, Purchase Planning builds it, one per vendor, for you to send to your supplier. Purchase Planning works from your exported files, so nothing is written to Square. On Square for Retail Plus or Premium, you can also enter it under Items > Purchase orders.
- We keep a copy of your uploads for your company, holding only the columns we use (customer names and contact details are not kept). Workbooks are kept 7 days. Each company sees only its own uploads.
- Delete account on your account page removes your uploads and workbooks.
Contact us
Questions about Square?
Tell us about your setup and we will get back to you.