thread Re: How do I Switch to an Individual Location Dashboard? in Archived Discussions (Read Only)

How do I Switch to an Individual Location Dashboard?

cpboosterstreas — Tue, 10 May 2016 17:41:48 GMT

I see this window that says

Switch to an Individual Location Dashboard

But it isn't a link so I want to do this but can't figure out how. Anyone know how?

Re: How do I Switch to an Individual Location Dashboard?

Kelly — Mon, 16 May 2016 19:32:43 GMT

Depending on what you are looking to view on an individual location level, there are a few ways to navigate to an individual location. I listed a few ways to navigate to your Individual Locations but if I missed the mark on what you're looking for, please let me know!

Sales: You can filter all of your sales reports by their individual locations. Simply select the location drop down in the upper left hand corner and select the proper location or locations.

Inventory: You can manage the inventory for each location individually from the Items tab, then navigate to the location specific library you’d like to modify. To do so, click an item in your library > click Select a Location under Inventory > Go.

Business Settings: To manage each location’s settings – like the business name and contact information, bank information, and business hours – you’ll need to visit the Locations tab in your online Square Dashboard and select the location you want to update.

Re: How do I Switch to an Individual Location Dashboard?

glennInn — Sat, 23 Jul 2016 06:20:20 GMT

Kelly,

Is there any way that Square could put the location selector in a more accessible place. It is very non-intuitive to have to select a random Item, then goto the location selectior, then click Go.

Why not just put the locations as sub items under the Items selector in the left column?

Thank you

Glenn

Re: How do I Switch to an Individual Location Dashboard?

Kelly — Sun, 24 Jul 2016 20:42:19 GMT

Hi @glennInn I'l share that feedback out with our Product Liaison team! Thanks for taking the time to post that request!

Re: How do I Switch to an Individual Location Dashboard?

CSSU — Fri, 19 Jan 2018 00:44:00 GMT

This DOES NOT WORK> I can't get to my on line store. You changed your software now nothing is working. I have tried to "fix" the ONLY location I have but still can't get to the online store without the message to switch. What is it doing and how do I fix it.

Re: How do I Switch to an Individual Location Dashboard?

Tom — Fri, 19 Jan 2018 19:25:50 GMT

Hello @CSSU, I'm very sorry for the frustration this is causing. Hopefully I can help make this more clear. Once your dashboard has been updated to allow multiple locations, there isn't a way to return to the previous layout. I can see how the Online Store tab and message is confusing if you only have one location created. Going forward, you should be able to access your settings by signing in to the Online Store tab, then selecting the location noted below where it says: "Switch to an Individual Location Dashboard".

If this does not get you where you need to be, please let our Support Team know—they'll be able to make sure everything gets sorted out.

Re: How do I Switch to an Individual Location Dashboard?

crystalimages — Mon, 03 Dec 2018 22:40:33 GMT

This is about as close to my question as I could find. I'm just wondering if there's a way for me to log into a dashboard that only allows access to one location. I need my employees to have access to the dashboad, but don't necessarily want them to view reports from other locations. It sounds as though this isn't possible anymore. I know they can use the app on the tablet to see transactions, customers, and reports, but it's not as intuitive. You can't see customer info related to the transaction. It would be awesome if the app was a little more like the dashboard in this way and still only display the location the device is logged in for.

Re: How do I Switch to an Individual Location Dashboard?

ryanwanner — Mon, 03 Dec 2018 22:51:37 GMT

Hey @crystalimages yes you can set up limited dashboard viewing per employee job code.

On your Dashboard, Employees-> Permissions. Choose the permission group you want to have access to the Dashboard, then scroll down a bit. There's a toggle for Access Dashboard. Once you toggle that on you can define what the employee gets to see when they log in. If your employee is only allowed access to one location, that's all they will see.

Re: How do I Switch to an Individual Location Dashboard?

crystalimages — Mon, 03 Dec 2018 22:57:29 GMT

Thanks for the quick response. I'll check it out.

Re: How do I Switch to an Individual Location Dashboard?

crystalimages — Tue, 04 Dec 2018 05:23:39 GMT

Just want to clarify. This option you described is part of the paid employee management add on, correct?

Re: How do I Switch to an Individual Location Dashboard?

crystalimages — Tue, 04 Dec 2018 06:03:57 GMT

While on this topic I went ahead and looked at payroll as well. Not sure this will help us as most of our employees are commission based, but checking it out. Is the payroll pricing in addition to the employee management add-on? So, $29.99 + $5 per employee for payroll, plus $5 per employee for employee management? Or is the employee management included with the payroll pricing?

Re: How do I Switch to an Individual Location Dashboard?

crystalimages — Tue, 04 Dec 2018 06:35:38 GMT

I figured it best to just put out there what I'm trying to achieve as far as payroll and this whole line of thinking. It's probably different topics, but it all relates.

We take photos of outdoor activities, far too many photos for each to be a separate item. Photographers are paid commission for photos we sell that they took. They are also paid hourly for hours worked at the desk selling. They don't sell only their own photos, but any photos taken. We have a couple of employees that are desk/hourly only. I've improvised quite a bit using the dining option to denote whose photos were sold to calculate their commission. Of course there's still a chance of error here and I have to export the data to a spreadsheet and compare the dining option/photographer to the notes where a code has been typed for the specific photo file sold. There are too many photographers to sell each one's photos as there own item. Therefore, semi-generic items (Zipline,ski action, portrait), specific files in the notes (120118.99.park-1234/ date.folder.place-picture jpg #), then use dining option to credit commission to the photographer. It's a lot to track and not easy with square.

I'd be interested in using employee management to track who is selling, and time clock, labor v cost, and possibly payroll, but that sounds like it's more complicated and apparently you can't pay cc tips out on it.

This is more of a: here's what I'm doing for what I need, any suggestions? I'd like to incorporate other features of square, but it's already complicated to make it work for us as it is .I don't want to make it more confusing by adding others stuff.

Thanks for letting me rant...

Re: How do I Switch to an Individual Location Dashboard?

EJ_ — Tue, 04 Dec 2018 15:21:06 GMT

Hi @crystalimages

Thanks for sharing your specific business setup, as this helps our Payroll and Product Teams understand your business needs.

To answer your questions around Payroll, the Payroll Product is a separate subscription service from Employee Management, so the pricing would be in addition to Employee Management.

Also, you're able to implement both hourly and commission sales when you run payroll, so it might be a fit for your business.

I recommend giving our CS Team a call directly and they can get you in contact with our Payroll Specialists to figure out if the combination of Employee Management and Payroll is a good fit for your business, or if you would be best off using one versus the other.