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How to make sure online sales are categorized

We have a square website and when someone makes a purchase on the website, it is categorized as 'untracked team member'. How can I change this so we can see they are 'online / website' sales? We currently have no way of really separating our online sales from our in-store / in-person sales. Being able to better categorize and track this would be super helpful. Thanks in advance!

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Square Champion

@FB2023 depending on how you are looking at your reports, on your online dashboard you can select sales summary, and then display by source and you will get a breakdown.

 

Screenshot 2024-11-13 091024.png

 

What specific report are you wanting to see this on or what specific application are you doing with it?

Donnie
Multi-Unit Manager
Order Up Cafe/Tombras Cafe/Riverview Cafe/City County Cafe
Roddy Vending Company, Inc.
www.OrderUpCafe.com

Using Square since July, 2017
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@FB2023 

Besides what @Donnie-M has stated you could Name your instore devices.  The in different reports or transactions you would have a Header as Device Name and still have the Untacked Team Member.  Since I do not have a Square Online store I can not tell what is in that field for Online sales.   I have my Devices named so I can see when we open the Second Ipad (Square Stand).  Currently I have 3, 1 is Cash and CC, 2 is CC only, and the last one is Mobile for small local events.  This use to me an issue because all 3 Ipads Device name from Apple was "Ipad".  This is where Square gets its Device Name from.   Just another way to Filter for Instore and which Pos was doing the selling.

Keith
Owner
Pocono Candle

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