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The Square Terminal’s Library view in the POS allows us to filter the display by the Categories. As such, it is recommended that when multiple business requirements are using a shared library, that the predominant things their Sales Associates are selling be available either easily via Category usage. In the prototyped R&D mode, we created categories of Donation, Ticket, and Taxable Items, and the Library items can be filtered to an appropriate Category at a time for ease of selling.
Category Naming Convention for Business Area Mapping to one GL
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”
Include Donations
It is suggested no No matter what is being sold to include the , there is a Donation category , and to train the Sales Associates to know how they can accept donations. This link is with a Donation item, all Sales Associate training includes steps to accept donations via this link, also included in the user training checklist: Square - Take Donations Instructions
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