Solved: How can I ensure that my services are categorized,...

Moxiesalon101 · ‎02-23-2018

The title of this post has been edited from the original: Hair Salon - I have an item list that only shows some of my services.

On my Dashboard I can see all of my sales. Some are products with taxes charged, these were setup correctly. These items show up in categories. The problem is I have services that I don't tax. These show up in my sales and sales reports but they do not show up in my items list. They also show up as "Uncategorized Sales" I want them to be in the "Hair Category" which I have setup.

Can someone please help me? I'm sure it's a simple fix.

Valentina · ‎10-26-2020

Thanks for popping in here with your question, @tippy808!

We rolled out the ability to categorize services this year! However, you must assign services to the appropriate category in order for them to properly reflect in reports. Keep in mind that this will only affect sales reports moving forward.

To assign a service to a category:

Click on Categories from the Item Library section of your Dashboard
Select Assign Items to the right of the desired category
Select the appropriate services, then select Move Items

You can also assign a category while editing or creating a service:

Head to your Service Library
Select Create Service, or choose an existing service to edit, then select the drop down menu for Category below the service name.

If you're running into a bit of trouble after following these steps, please give us a call so that we can put you in touch with an Appointments specialist who will be able to dig in with you.

Note: As always, any sale that is processed as a custom amount (learn more here) will be listed as "Uncategorized".

Valentina
Community Moderator, Square
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RHatch · ‎02-24-2018

Make sure your filters at the top of the Items page in your dashboard are all set to "All Categories", "All Locations", "All Inventory". You should be able to see everything then. Also if you are using an old browser there is a chance it will not let you scroll down the page. Chrome works fine.

You can also Export your item list. This should give you everything. You can edit the information and then import it back.

Skincarestudio1 · ‎03-03-2019

This still dosn't fix the problem. My services are still "uncategorized" in all my reports.

tippy808 · ‎10-22-2020

was this issue ever resolved? i have items in categories like "retail" and "services". sometimes those items show up as "uncategorized" even when theyʻre not. thatʻs what i canʻt figure out. would be awesome if someone was able to help you! any update would be appreciated!

Valentina · ‎10-26-2020

Thanks for popping in here with your question, @tippy808!

We rolled out the ability to categorize services this year! However, you must assign services to the appropriate category in order for them to properly reflect in reports. Keep in mind that this will only affect sales reports moving forward.

To assign a service to a category:

Click on Categories from the Item Library section of your Dashboard
Select Assign Items to the right of the desired category
Select the appropriate services, then select Move Items

You can also assign a category while editing or creating a service:

Head to your Service Library
Select Create Service, or choose an existing service to edit, then select the drop down menu for Category below the service name.

If you're running into a bit of trouble after following these steps, please give us a call so that we can put you in touch with an Appointments specialist who will be able to dig in with you.

Note: As always, any sale that is processed as a custom amount (learn more here) will be listed as "Uncategorized".

Valentina
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.

LesHowards · ‎11-10-2022

This is the most mind boggling thing in square up and no matter how many ways I try nothing is correct. Nothing as you describe above seems to allow me to see a report for the services I have billed for this year or each month. Service library, create service, category library etc. etc it such a twisted rabbit hole that I have no confidence this will ever provide even an incorrect report for all my labor service charges. Can you recommend another online merchant teller app that might be more simplified? I cannot keep spending all tis time and frustration just to end up re-reading your instructions and just wasting time. Thank you.

MayaP · ‎11-12-2022

Hello @LesHowards,

Thank you for reaching out, we are sorry you have been frustrated with our reporting. On our dashboard, there is a Service Charge Report, I am hoping this is helpful! Please let me know.

Hairbyjess · ‎12-30-2018

I am having a similar issue where my reports are inaccurate because my items, although I only have two categories (Services and Retail), yet everything is showing as uncategorized. How can I fix this so that my reports are accurate?

Helen · ‎01-01-2019

Hi @Hairbyjess — There isn't a way to group Appointments Services into categories at this time but I definitely agree it would be a great improvement especially for reproting. We're tracking this request in this thread. Click Subscribe at the top of the screen and we'll email you when the status of that request is updated.

️ Helen
Seller Community Manager

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Hairbyjess · ‎01-01-2019

Thank you for your response but I’m not sure I was clear or understood ... I have created two categories. Retail and Serivces. In reports, it ends up being divided into retail and ungategorized instead of retail and services. I have selected everything that is a service and everything that is retail. Why aren’t my reports accurate?

Helen · ‎01-01-2019

@Hairbyjess There isn't a way to assign completed sales to categories. If you sold an item from your Retail category it will appear under the Retail category in your reports.

Because you can't assign a service to a category, each payment accepted for a service will appear as uncategorized on your reports.

️ Helen
Seller Community Manager

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Hairbyjess · ‎01-01-2019

Ok, got it. Thank you.

Skincarestudio1 · ‎03-03-2019

sooo.. there is no way to fix this??

RHatch · ‎03-03-2019

Correct one the sale is complete you can’t edit it. The only thing you can do is add a customer to the sale if one wasn’t assigned

dragons1ayer · ‎02-04-2021

This is so dumb. Im experiencing this as well. EVERY item I have listed is categorized yet my reports still show a large amount of "uncategorized" items. Its wholly inefficient and sort of absurd.

thebetterbean · ‎06-02-2021

I'm exerpiencing the same issue. Some variables within an item are showing uncategorized. Did you ever get a reasonable response?

dragons1ayer · ‎06-02-2021

No. My bookkeeper HATES it.

Normanoch · ‎09-25-2021

I too am experiencing this problem, and trying to fix for my accountant. How do I fix this issue?

Arie · ‎09-25-2021

Hi @Normanoch,

Thanks for getting in touch and welcome to the Seller Community 👋

Sales that have already been processed can't be added to categories in your reports retroactively. To make sure that your sales going forward are assigned to categories, check out the best answer in this thread.

Tulip · ‎10-21-2021

I think the issue is that the uncategorized items are items that don't have a price assigned - that is, the price is entered on an invoice or at the POS. It mentions this issue in the "best answer" but it's kind of as an afterthought and there's no follow-up on it. I think the only way make sure no items end up in the uncategorized category is to put a price on everything (instead of leaving it as "variable" when you set up the item). Am I on the right track on this?

LesHowards · ‎11-12-2022

It would be a great help if squareup made it obvious...like a huge screen banner that pops of if need be...to inform users that once an invoice has been processes it cannot be changed, rather than a small last sentence in a help screen, and items cannot be categorized after the fact. A suggestion to users to categorize at the minimum, into two categories..."services and non services". Maybe squareup could provide these as default categories, rather than just the canned "uncategorized" out of the box. I always wonder if people that create these apps have ever done any form of simple bookkeeping or actually understand the needs of their users. Even after all this time and frustration the creators still don't get it and likely need to get together in an annual head scratching to see what they might be able to do in the future, years down the road.

How can I ensure that my services are categorized, and not appearing as "Uncategorized" in reports?