Please implement purchase order reports that work by date and by vendor that will calculate all po's including taxes and shipping. This is an absolute necessity or we have to do it all by hand!
Thank you for reaching out with this reminder that Square Retail is in need of this feature. At this moment I am not seeing any update on this feature request. I understand how time-consuming calculating all that information is and would hate to as a business owner have to spend my time as well in that way. As soon as we have any movement we will make sure to update this thread. I appreciate you for reaching out again with this feature request.
I fully agree. The ability to run a purchase order report would be greatly appreciated. The main report we would use would be to see the category breakdown of items across all vendors. So in a glance we can see what's been received this month vs what is still outstanding. Example suggested format below.
Item Name | Category | Vendor | Date/Month of Order | Unit Cost | Retail Price | Received Status | Shirt 1 Apparel Vendor 1 March 8 12.00 28.00 Received
Shirt 2 Apparel Vendor 2 March 15 11.00 25.00 Pending
Mug Kitchen Vendor 1 March 8 5.00 12.00 Received
Even if this list wouldn't be sortable by the headers we could at least export it to excel and sort it there.
This one report would save us hours of data entry we do every month. As this helps us establish our open to buy for our categories going forward.
I agree that there should be a purchase order report of some sort. I was very hopeful when going up to Square for Retail that I would be able to run a report that separated out the shipping fees we enter in under the purchase orders when prepping for our taxes each year, but even though we enter them for each order we get, I still have to sit with all of our invoices and write down in a spreadsheet the shipping costs. If it's in Square, why can't we run reports on the data we enter?
Any progress on a purchase orders report? this report is CRUCIAL to operations, I just don't get it that Square For RETAIL doesn't have this simple report which is causing HOURS upon hours of fiddling around with thousands of purchase orders, causing all sorts of mistakes and glitches.
This is my biggest pet peeve with Square, having bought into this plateform with the idea that "total inventory control" really meant that it would take care of all purchase orders workflow, but not at all. It has been quite a learning curve to manage a workaround for consignees, fabrication and resell!
I enter all my shipping, other fees, plus 2 taxes. Why can we IMPORT purchase orders, but not export?
it's tax time and I would like to get my paid taxes back! I tried to copy the whole list of purchase orders from the Purchase Orders window, but that's all I can get. It doesn't give me the info I need. I have to manually enter each tax, fee, etc in each purchase order in my excel sheet. Plus, the dates go all awry and I also have to manually readjust those too!
While on the topic of purchase orders, can the NOTES be put in the list so we can retrace a purchase order without having to go through them one by one to see which has a specific item? And what about in the stock history, when Receiving stock, it would be nice to have the purchase order marked right there too.
Purchase Orders report: how about having an API that will do that export thing directly into SAGE accounting? That way my taxes and fees would all go in their lovely little accounts by themselves (after fiddling around with the columns probably...)
