'Locations' vs 'team members'

[MSADL]

Hi All,

Up to now we've only had one 'location' in Square, representing our brick and mortar store in Adelaide. (we also just have one general login for all volunteers, and an admin login for me) We tried out our first market the other day and it went pretty well. Unfortunately It's difficult to pull out sales information from the market as it mixes into the one 'location'. So, I noticed that Square allows you to create multiple 'Locations' to help with filtering and whatnot. That process seems a bit involved, needing new bank details, addresses, social media info etc.

Would we be better off just creating a new 'team member' that we'd use for logging in at markets? That means we would be able to filter by team member to help with financials, but we don't have to worry about creating a new 'location' which seems quite involved. What do people think?

Cheers,

Luke

[Laurie_]

Hi @MSADL,

I can totally appreciate your hesitation around setting up another location! 

However, if you aren't needing to enter in separate information for the second location, you can use most of the same details when setting this up. It's certainly the best long term solution for tracking purposes and reporting.

The instructions for linking a different bank account, address, and social media information are applicable only if you are adding new details. Alternatively, you have the option to select an existing bank account, eliminating the need to go through the verification process once more. Additionally, when entering items, you can opt to match an Item Library from another location for added convenience.

I've included a link to these steps, so you can follow along as you create your location. If you have any other questions during this process, don't hesitate to reach out to us here, and we'd be more than happy to lend a hand!