Recategorization Post-Sale

[MansionGroup]

Why is there not a way to change the category or like items on a transaction after the order? I see feedback like “we are a financial institution” and must maintain records…but edit tracking to these non-financial details wouldn’t affect the requirements.

the benefit here is we just tried to switch from Quickbooks over to Square including inventory management, but often times custom come in to do custom orders. We handle the sale and process payment with a custom item for speed, but that leads to an uncategorized transaction with no COGS, thus reporting is useless outside of revenue.

The inventory system and reporting I think is useless without first developing this feature.

[Donnie-M]

@MansionGroup The best way to do this, because what I think you are doing is creating an item on the fly so to speak, is to set up an open item in an open category like misc or custom or whatever you like.  That way you have a category for the sales to go into.

As far as item level inventory reporting, you could always go back and ring in the actual items and promo them off/discount 100% if you want item level inventory reductions.

As far as COGS reports with inventory, are you doing food service?  There are much easier ways that don't require that level of reporting to figures your costs using a 4 week rolling average of purchases versus sales, but this doesn't work except in restaurants imo.