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In the case of a new business area being added to sell items in Square, when that business area maps to one GL account, it is requested that the Category for the business unit include the first four digits of the GL in the Category Name, as the last four digits of the name. For instance, the Weaver shop has been adjusted to have a category name of “Weaver 0732”
Item Setup Recommendations
Add/Edit/Delete Items on Dashboard
In cases where items will be sold on multiple devices OR in cases where the device is not physically with the manager making edits, it’s best to make the changes to the item in the Online Dashboard, which also has more features available to it than you’d find in the Device’s Items menu.
Create Variations for versions of same item
If one item has different selectable options, you can add these as variations and/or save as an option set, for reuse for other items, and add the option set for the variation. Variations not only allow for your item to have Dropdown selections available within that item, they also allow for categorizing of things together all mapping to the same item. Example variations in CW context include
- "Wreath" item with multiple variations for the options and costs
- "Blanket" item with multiple variations for different sizes and prices
Other Item Settings/Recommendations
Other recommendations for setting up or editing items in the item inventory include:
- ALWAYS set a category for each item added (so Accounting knows where that item sales belong)
- Do not use the “Skip detail screen in Point of Sale” option, ESPECIALLY not if your item has multiple variations – to do so will cause the POS to skip the variations unless you go back into the item in the cart.
- Make sure you know and work out with Accounting whether your item is taxable, and have the tax toggle set ON or OFF correctly in the item’s setup, so that it can be added to the cart correctly.
- If there are multiple GL accounts to which items map under your business unit’s category, setup the SKU for that item to include the GL Account #, along with a unique text description at the end. For instance assuming XXXXXXXX is the GL Account and you have 2 items, one large and one small, you could record XXXXXXXX-large and XXXXXXXX-small in the SKUs for these items. The SKU will need to be unique across all items we sell in Square.
- Add a picture when setting up new items, to make it easier to see/find on the Square Terminal (or other POS device).
Square POS Additional Tips/Reminders
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