thread Re: Employee Personal Purchase Tracking in Archived Discussions (Read Only)

Employee Personal Purchase Tracking

WoodsMkt — Mon, 18 Apr 2022 16:33:12 GMT

We would like to track employees purchases so that we can correctly track inventory as well as charge them weekly/monthly for their purchases

Re: Employee Personal Purchase Tracking

Candlestore — Mon, 18 Apr 2022 16:40:43 GMT

@WoodsMkt ;

If you give the employees an Employee Discount of a % or $ amount you could apply this discount at the time of sale and that will remove the item from inventory also.

Re: Employee Personal Purchase Tracking

WoodsMkt — Mon, 18 Apr 2022 17:50:59 GMT

Needing to track who is purchasing it too

Re: Employee Personal Purchase Tracking

Candlestore — Mon, 18 Apr 2022 19:15:20 GMT

@WoodsMkt

Add employees to your customer list and select the employee name at the time of sale. Have this as a SOP. When employee discount is applied you need customers name (employee name).

Inclining Limit Accounts

HendrickHouse — Fri, 22 Apr 2022 14:36:41 GMT

One of my retail locations uses a POS system that we originally started using because it allowed us to scan employee badges and give them an limit they could spend every two weeks that would then be deducted directly from their paychecks.

The badges contain a barcode that our current POS system reads and then gives us the report every two weeks for Accounting and then resets balances.

Can Square do something similar? Our overall experience with the POS is not great and we'd rather use Square, but the badge pay is integral to the employee's experience at the retail location and we need them to be able to have it.

Re: Inclining Limit Accounts

_Violet — Sun, 24 Apr 2022 14:49:47 GMT

Hi @HendrickHouse - Thanks for reaching out to us with your question. I see this is your first post in the Seller Community so I'd like to officially welcome you! 🎉👏

Square does not have an employee purchase card like the one you've described here. This would be a feature request. Although this feature isn’t currently available with Square, it’s a great idea and I can see how it would be beneficial to your business.

I’ve shared your feature request with our Product Team, as they are constantly improving our products based on feedback like this. To learn more about how feature requests work, please see this post from one of our Seller Community Moderators.

I went ahead and merged your post to an existing thread where other Square Sellers have discussed tracking employee purchases within Square so you can get an idea of how you can do that within our Point of Sale.

I hope this information is helpful but please do let me know if you have any additional questions.

Re: Employee Personal Purchase Tracking

Eugenias — Thu, 29 Jun 2023 14:59:55 GMT

Hey there, we are also trying to track employee discounts and I had thought the customer idea would work. We are using Square for Restaurants and I'm not sure how to select a customer. Any insight here?

Re: Employee Personal Purchase Tracking

Candlestore — Thu, 29 Jun 2023 23:03:35 GMT

@Eugenias ;

I use Square for Retail so here is how I do it but it may be different in Square for Restaurants.

Adding Customers to a Sale

When you add a customer to your cart, the completed sale will be recorded and stored in your Customer Directory. There are two ways to add a customer to your cart.

Tap the search bar, Add Customer or the Customers quick tile.
Tap the customer you’d like to add to the sale, and from their profile tap Add to Sale.

Here is a Link to the full article:

6347-sell-with-the-square-for-retail