@ruckdmc At this time there isn't a way to go back and change or add a category to a past sale.
In the meantime, you can add your items to categories so that your reports will be accurate in future. After you create a category > go to the Items section of your Dashboard > click on an item > click Category to select your new category.
@ruckdmc At this time there isn't a way to go back and change or add a category to a past sale.
In the meantime, you can add your items to categories so that your reports will be accurate in future. After you create a category > go to the Items section of your Dashboard > click on an item > click Category to select your new category.
I ended up having to take card payments for a service (labor) totally unrelated to my business on Square. Even though I ADDED a "svc" category, it only applied once over a half dozen transactions of this nature. These transactions are now showing up under sales and I would assume that should they care to investigate, it would be questioned by the sales tax ppl. THIS is why I want to be able to go back & categorize these transactions. It's ridiculous to not be able to address this.
We would also like to voice our request to add this function to recategorize past sales. There is so much time and data wasted without being able to correct the se simple errors. I’ll drop my request if you are working on some AI to ensure items get entered correctly the first time; since these are simple human mistakes that will never go away. I’m sure everyone of the businesses that use Squareup have the same concern. I’ve been following this for several years and have seen that it’s been add to the list. Can we get an update to understand if it’s even feasible or something that is actually being considered? Please stop holding the carrot out in front of us that it’s being brought up to the team. Time to rip the bandaid off and tell us what’s up so we can make an informed decision
Hey @HMG thanks for posting this and I completely hear your frustration. 2016 is a LONG time for a feature request and I do understand how having these updates could improve your life as a business owner.
I am personally checking with the product team to resurface this issue for you and the rest of the seller's on this thread, but I will be transparent in stating that this type of feature request is an incredibly extensive update to implement. The reporting systems are very delicate and creating a code that would cause these changes to be made retroactively is a very detail oriented project that can take months, if not years, to complete. We also have to take into consideration the opinions of sellers who do not want to have this feature for their reporting. Maybe they wanted to re-categorize their items and start fresh with reports and us forcing them into a retroactive reporting update would disrupt their workflow. So, then the timeline will take even longer as we have to build in a possible "option" so that all sellers experience the best reporting for their business. Again, quite an extensive and very detailed workflow for our engineers who are dealing with implementing these equations into their codes.
I know that this isn't the answer you were hoping for, but hopefully it sheds a little light on what is going on on our side as far as pushing this feature request out. Again, I have escalated this request again, but do know that keeping the requests in a thread like this is one of the best ways to show our Development Team what exactly sellers are looking for.
Hello, we sell a variety of products and we cannot put everything in the item directory because we have some antiques, records, etc. that are all not sold by the masses. The issue is when we enter the item in and then check our sales of those separate categories, it messes up our accounting.
How could we label these items being sold with their respective categories? This is a very serious issue we are having and just now discovering after purchasing an entire Square POS.
Entering custom amounts using the keypad will always be grouped as un-categorized, simply because an item was never selected for purchase. I can see how this makes reporting confusing though.
The best workaround is to add a note to the sale so you can reference it when viewing a Transactions Report.
I'm a new user, just opened business a month ago and I am looking for this exact fix too. Of course as new business and employees there are mistakes made at checkout when flustered and trying to get customer checked out. An item that we do have in the item list and assigned to a category was sold but in the moment the cashier couldn't locate the item in the list so created an Un-categorized item and sold. I need to move that item to the correct category for future reference as well as to correct stock etc.. ( I know i can manually override stock quantity but ITEM SOLD is not an option. Recount stock would be my only option.)
This would be a very helpful tool and I have read through the 6 pages of request for this fix. A good Programmer would for sure be able to make this possible without creating issues, allow this to only be done by admin and not who made the change. Poof you have fixed the problem and covered the tracking issue for any issue that may arise.
Furthermore reports need attention. I would like to run report for inventory based on history of adjustment to track all loss inventory/damaged inventory etc. With a large inventory going item by item to track damage is not efficient. Am I missing a way to do this?
