custom sales report

[cascott]

I need to add a sort feature to  my monthly sales report to separate my vendors by name, assigned color, or assigned number all of which I have entered to each of their items listed in my inventory.

We are  a small gift shop consisting of handmade gift items. At this time I have 4 separate vendors

and need to pay them at the end of the month for their sales.  I do not charge a commission only charge a monthly space rent. And I collect and pay all sales tax.

[Summer2024 · Accepted solution]

Hi @cascott ! Welcome to the Square Community! We are so happy you're here! 

I have listed some different ways to possibly achieve this. 

Set Up Categories for Each Vendor:

1. Go to items > categories
2. Create new.category for each vendor 
3. Name them clearly (Vendor-Jane Doe; Vendor-JD)
4. Run the category sales report 
   1. Filter by date 
   2. Select "Categories"
   3. Export to CSV/Excel 

Create Custom Attribute for Vendors:

1. Item > item options
2. Custom Attributes 
3. Add "Vendor Name" or "Vendor ID"
4. Assign to all items
5. Generate custom report 
   1. Export items report 
   2. Filter by custom attributes 
   3. Sort by vendor information 

Best Practices for Vendor Management

1. Item Naming Convention: 

   1. Format: {Vendor-ID] - [item name] Example "V1-Handmade Scarf" or "JANE-Pottery"

2. Color Coding System:

   • Use Categories with consistent naming
   • Add vendor color in item notes
   • Include in SKU system 

1.  

I hope this helps!