Selling at 2 locations at the same time

[MarketWorx]

We have a consignment store location where we process sales using Square. We also do estate sales away from the store at the customer's home. In the past, we have closed the store while we're doing the estate sale so keeping Square processed sales separate from our store's sales has been easy because we're only processing at one location at any one time.

Moving forward, we would like to keep our store open while we are doing the estate sale. It's vital that we keep Square processed sales separate if we do that so we can report sales properly from each location. I looked through the threads and couldn't find one where someone had asked about Square processing at two locations at one time. How can we make this happen so we can separate the Square processed sales at our store from the Square processed sales at the estate sale location? It's ok for the funds to go into the same bank account. Thanks!

[ryanwanner · Accepted solution]

Hello @MarketWorx !

This can definitely be done with Square. You can set up multiple locations on your dashboard

(Account & Settings -> Business -> Locations)

When you create a new location, you can choose if you import your primary location's items or you can set up a whole new item library, your choice. You can also have multiple locations point at the same bank account as well. For easier tracking purposes, though, I recommend setting Transfer Tags, which are a small code that will be shown on the deposit information on your bank account.

When you want to make sales from the estate sale location, all you need to do is sign out of your account on whatever device you take to the estate sale, sign back in, and choose the estate sale location. Both location sales will then be separate. For reporting from the dashboard, there will be a location picker on all the report screens. You can choose to view reports by location or for all locations at once.

More information on managing multiple locations

Hope this helps!

[VanKalkerFarms]

@MarketWorx 100% recommend starting a second location as ryanwanner described above.  Easy way to keep all sales separated.  We have multiple locations so we can keep our store sales separated from our farmer's market sales locations.

[MarketWorx]

Thanks Bob! Will do.

[MarketWorx]

Thanks Ryan. I was hopeful there was a way to sell at two locations at the same time without having to create a separate account for each. Naturally, we won't be selling items from our store at an estate sale so it won't be necessary to import our store location's inventory. You didn't state that I would need to sign out of our account on the device we use at our store so I would guess that if we stay signed in on that, any sales will default to that location. If that is not correct, please let me know. I'm not familiar with Transfer Tags but I'm sure I can figure it out. Thanks again!

[ryanwanner]

Hey @MarketWorx 

Sorry I should have been more clear. You create separate locations that are all linked to your main account. You don’t need to create a separate Square account for each location. 

as an example, I have my main coffee shop but I sell at farmers markets. To keep my sales separate, I created a “Market Sales” location. When I want to have my sales report at the market location, I log out of my account on the app and log back in. Once you enter your password, you are asked what location you’re in. At this time there isn’t a way to switch locations without logging out. 

For the transfer tags, once you start working on setting up the location on the dashboard, you’ll see the transfer tag section on the screen. 

[MarketWorx]

That worked Ryan. Thank you very much!

[ryanwanner]

Glad I could help @MarketWorx 

[Ciderboys]

Hi Ryan,

What do you do about inventory for the farmers market locations?  Do you allocate the inventory to them?  I have a similar situation.  We bring inventory from our store to the farmers market and return what we dont sell to the store.  How do you handle this?  Thanks!

[Candlestore]

@Ciderboys ;

I have been seeing your posts this morning and am trying to figure out a few things before giving some ideas.

1) You asked if you could have multiple Pick-up Locations.    Is this because you sell Online and will allow people to also pickup at one of the Flea Markets?

2) Do you need to actually Track your Inventory at the Flea Markets?

Since I do not sell online through Square I do not know how to Track inventory for 2 Locations the way you are suggesting you want people to select a pick up location.  Not sure if Square has an area for customers to write you notes, and let them Know on the Website to put in PickUp location in the Notes / Comments Sections..... Or maybe Just let them know you will be at XYZ location on these dates and they can pickup paid orders there with Order # or receipt etc.

When I sold my Items at Special events or a Flea market once and awhile.  I would just add a Device under the Same location.  On my flyers or online I would let people know that they could pickup items at the flea market if they called me or emailed me that they wanted to pickup there so I would not sell out of their items.  Then in the Square Dashboard I have 3 Devices Setup right now and all 3 pull from my Main stores location (1 Inventory).  The devices are my Main Checkout, 2ndary Checkout and My cell.  Now when I went to other locations I would take 2ndary.  Then later I could look at my reports by Device, and see how the device did.   Everything sold was subtracted from the Main Store.... Online sales I did Manually with integrations to my QuickBooks.  The reason I did the Devices to the same location is because after the event, the leftover stock was already in my Main Stores inventory and would not have to be moved or recounted.  

So some more information how you sell and How you want to track everything might be useful if you need a better solution or workaround then what I gave here.

[Ciderboys]

Hi Keith,

I think I have been to your store.   In Stroudsburg?  

Anyway, I have an online store for pickup from our cidery.  Other sales at farmers markets are done via POS in person rather than preorder and pickup.  As of now I have inventory tracking toggled off for the farmers market locations I created.  But I believe I will have to manually adjust inventory via recount periodically.  

POS sales are done with my phone.  Online sales done via the web.  Is this helpful?

[Candlestore]

@Ciderboys ;

Yes we are in East Stroudsburg, Pa.

Well if you are having sales online Picked up at the farmers market, you could leave inventory toggled on and just let your cell pull from the one inventory and 1 location.  Even if you sell online your inventory would be accounted for through the Online sales if it is all connected to Square.  

So you Could Have 1 Inventory Pool: 

Main Stores Inventory.

Online Sales would pull out of that inventory too.

Farmers Market through Cell phone can pull from that inventory too.  Then at the end of the farmers market it is back in the Inventory pool already.  All sales would pull from that one Location.   No need for multiple Locations, since the Farmers Market is not a permanent location.  Just setup Devices for all the same location.  Now if you have a physical location other places that is when I would recommend 2 locations for Inventory at both locations.

So your physical store has its own Square Pos and you take your Cell for the Farmers Market only correct?

Setup device codes for your Devices to sign in with.

Set them both to the same location.

Give each device a Nickname.

     For example   in store and portable(farmers market) etc you can choose any name for the devices you want.

     All inventory will then be pulled from the one location (store), but your sales you can view by device in reports, so you can see how the Portable sales are compared to in store.

To setup device codes follow:

5586-manage-devices-by-location 

I know this says Devices By Location, but you can use it for 1 location also with multiple devices.  Currently I have 4 setup that way.  2 Stands, My Cell and a tablet.

This is how I did it for pop up stands, and then on a calendar I put which popups I was at for different days. 

I used to take a stand to some popups and a cheap cash drawer.... now it would be a tablet and the cash drawer. 

[RFarmDistillery]

We have a main location where we sell items and then we have days where we go to other cities away from our main location where we also sell some of our inventory and we have to collect that location's sales tax.  So we are open at both places at the same time and we want to be able to keep the sales for each location separate and easily accessed.  Is it easier to do this by setting up another location?

[RobynR]

Welcome to the Community @RFarmDistillery!

If your goal is to keep location sales separately, then we would suggest creating another location.

You can learn more about managing multiple locations here.