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How do I merge items from different categories?

How do I merge items from different categories?

Over time, duplicate items were created.  The name may have changed, a different description was given, item misspelled or various reasons why they were created.  Presently, each item is created correctly in the correct category.  However, when creating a report, that item will appear several different ways making it very difficult to read the report.  How do I merge these items so when reading a report, sales of the of the same item are more concise?

47 Replies
Square Community Moderator

We have noted your request, @rsmithrksfarms! Thanks for adding your voice to this one.

 

We will be sure to keep everyone updated here on this thread. Thanks for your patience!

Four years now and this still goes untouched. As a software developer, I can tell you that this should have required no more than maybe a week's worth of effort. The fact it continues to be an issue makes me highly suspicious of how the system was architected. If items aren't stored in a manner like ItemKey, Ver, Name, Description, etc., you've got issues. When one of the item's attributes are updated (e.g. name, description, whatever), a history record should be inserted and only the newest attributes displayed for all sales of the same ItemKey.

 

There is absolutely NO reason a change in item name should result in sales of the same item to be reported separately. This makes many aspects of reporting, product management, marketing, and other essential business functions extremely difficult and time consuming to the point of being useless.

 

It's worth noting another thread here, asking for the same thing.

Has there been any progress with fixing this? It is still an issue and makes reports cumbersome and ineffective when all I am doing is just editing a name/description of an item. No change to the item itself but now it is listed multiple times in reports. I have to then manually go back and figure out what my TOTAL sales for that item is. Add me to the list requesting this change/improvement. Considering that Square is making money off of this service and advertising the ease of reports which in fact end up not being that easy it would be nice to get this update that has been requested for years. 

I also would like to be able to merge items.  I'm reorganizing my inventory into better categories with items having many VARIATIONS.  I'm doing this to make the items easier to find on my check out screen on my phone (the name doesn't scroll and in my case ...... can be very confusing). For example someone wants the Satin Hands-White Tea & Citrus Pampering set.  Do they want the Full Size Set, the travel go set, the Deluxe Mini (free gift with purchase), a sample of the lotion (also free) or did they change their mind on the set and just want a Full sized hand soap? The same set is also available in Fragrance Free. Getting all of that to fit in the name section of the phone screen with out scrolling & still being able to read it is impossible. When I started to get confused on what was what: I looked at the various ways I could set this inventory up, track all items in it, and have bundle prices all at the same time.  Difficult task to pull off using square, I tell ya. I read all of the inventory articles. The best I could come up with was make an item named Satin Hands  (kind of like a category within my skin care category). Make a variation for each item example: 1st variation named "Soap White Tea & Citrus" (Full Size), 2nd "Go Soap White Tea & Citrus" (Travel Go Size), 3rd "Mini Soap White Tea & Citrus" (Deluxe Mini sized), 4th "Sample Lotion White Tea & Citrus" (sample size and only thing available in that set in that size). Then I add the various sizes for the Protectant Cream and the Lotion/Hand Cream.  Then I also add the same variations for the Fragrance Free.  I honor the online bundle & save price by adding a bundle discount (so that all my items sold will still be deducted from my inventory (I wish the POS had the same options as the invoice app)) specifically labeled "Satin Hands Set Discount."  How am I reorganizing it?  I'm creating them in a whole new category named Revised Skin Care to keep the duplicates separated somehow. Maybe that will also help with future reports? If you only want to see the current item in your report, pick the current category your using for your report to prevent seeing duplicates? I don't know if that will work or not, just trying to think of a work around to get us all through until someone gets off their lazy but and does something. I had hoped that once the inventory of each category was rebuilt, that I would be able to merge the items, so I don't loose my historic sales data. The merger would result in only 1 item with no duplicates.  Since Square refuses to let us manually retro date our sales to fix these types of errors when we have time to do so, YOU NEED TO CREATE A MERGE ITEM OPTION!  EITHER OPTION RETRO DATING OR MERGING ARE EASY SOLUTIONS! PICK 1 AND LET US HAVE IT!

We have 15,000 different items in a gift shop and as stated above sometimes things are misspelled or upc's not working and duplicate items are created OR we choose to "merge" like items together after having originally created them individually. MERGE OPTION is NECESSARY for a store like us.  We have too many products to spend time importing and exporting and adjusting reports for 2 items or 6 items that we want to merge.  PLEASE CONSIDER RETAIL STORES NEEDS!  Also, there is no good report for year-end inventory.

Count me as a vote for the feature. We need to be able to merge duplicate items.

When will we see a merge option for items?? Desperately needed here for accurate reporting.  

Square Community Moderator

Hi @luvtbeach,

 

While we don't have an update on this feature request at the moment, we'll be sure to tag everyone in this thread to notify you of any news! 

How many years does it take to update a feature request?? This is an ongoing request since 2017. 

How many years does it take to update this feature request from 2017?