Inventory, voids, discounts, and comps reports

GCGames · ‎01-15-2023

Hi! I am looking for a list report for:

Voids: Time, Date, Item, Employee, etc

Comps: Time, Date, Item, Employee, Type of Comp

Discounts: Time, Date, Item, Employee, Type of Discount

Inventory: Time, Date, Item, Received, Adjusted, Losses, Etc. (It's near impossible to have to go through each individual item in a timely manner, as the only option I currently see now)

Thank you!

Anthem · ‎01-16-2023

Hey @GCGames - I can see how each of these can be super helpful reports. I don't use all you have listed but a couple of them I like to look at from time to time.

There is a myriad of useful bits among the community and through Square articles. Here are some starting points to help launch your search and inform you so you can add value through your experiences as folks ask similar questions in the future.

Comp/Void...

https://squareup.com/help/us/en/article/5814-get-started-with-comp-and-void

Discounts and more...

https://squareup.com/help/us/en/article/5072-summaries-and-reports-from-the-online-dashboard

https://www.sellercommunity.com/t5/Questions-How-To/Reporting-Discount-Reporting/td-p/56009

Inventory...

https://squareup.com/help/us/en/article/5228-basic-inventory-management

See Manage Inventory and Alerts In Bulk 2/3 down the page.

good luck!

Take care of yourself and, as life provides, someone else too.

BofBArtStudio · ‎04-22-2023

We would also love a way to comp the entire ticket rather than just one item at a time.

It would also be super helpful if comps were not lumped with discounts in sales reports.

Comps are used by us to take an item out of stock for a number of reasons such as "internal use", "product damage", "Donation", etc.

Last month, we had to comp an entire case of an item. Unfortunately this caused that item to show up in the top items sales report.

It would be great if comps could be a separate line from discounts in sales reports. And items sales reports and category sales reports should not include anything that was comped.

~Cheryl!
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Cheryl! Tisland
Burst Of Butterflies Create & Paint Studio

BurstOfButterflies.com

MayaP · ‎04-22-2023

Hey @BofBArtStudio thanks for reaching out with this great feedback!

I can see how having comps be separate lines in reporting would be helpful. Please reach out to our Ideate Board and provide your feedback there. Our team would love to get more insight from you on your business need for this request.

If you need anything else please let me know!