Hi, @jawadzahoor ! Welcome to the Square Community! We are so happy to have you!
There are several ways to track distributor-wise sales in Square. Here's how you can set this up:
Method 1: Using Categories
-
Setup:
- Create categories for each distributor in your Square Dashboard
- Go to Items > Categories
- Assign items to their respective distributor categories
- This allows tracking of items by distributor automatically
-
Reporting:
- Go to Square Dashboard > Reports
- Select "Categories" report
- You'll see sales broken down by distributor category
- Export to CSV for further analysis
Method 2: Using Custom Attributes
-
Setup:
- Go to Items > Item Library
- Enable Custom Attributes
- Create a "Distributor" attribute
- Assign distributor names to each item
-
Reporting:
- Use the "Items" report
- Filter by custom attributes
- Export to CSV and pivot the data
Method 3: Using Item Reports with Excel
-
Export Detailed Sales Report:
- Go to Reports > Sales Summary
- Select your date range
- Export to Excel/CSV
- Include these columns:
- Date
- Item name
- Quantity
- Sales amount
- Category (if using Method 1)
- Custom attributes (if using Method 2)
-
Create Pivot Table:
- Open in Excel
- Create pivot table with:
- Rows: Date, Distributor
- Values: Quantity, Amount
- Sort and filter as needed
Recommended Approach
For your specific needs, here's what I recommend:
-
Initial Setup:
- Use Custom Attributes for distributors
- This provides the most flexibility
- Allows multiple distributors per item if needed
-
Regular Reporting Process: a) Export detailed sales report b) Include these fields:
- Transaction date
- Item name
- Distributor (custom attribute)
- Quantity
- Gross sales c) Use Excel to create pivot tables d) Save the template for future use
-
Additional Tips:
- Set up automatic weekly/monthly exports
- Create saved report templates
- Use consistent naming for distributors
- Consider using Square's API for automated reporting
I hope this helps! ๐
