Track Item Sales at the Register

Here we walk through how to track sales at the register for stores or consignors/vendors that aren't entering inventory into the system.

1. Create your consignors and categories in Rose as you'll need the account numbers and categories to create items in Square to resell over and over.
2. Create an item in Square for each vendor using their vendor number in the item name. For example an item called "Vendor 1026". When creating the item in Square, be sure to use the category you've created in Rose for this vendor. For vendor-based businesses, this is frequently the vendor's business name or the vendor's name if they are comfortable with that being visible to customers on receipts.
3. Alternatively, you can create items that are essentially the types of things you sell for example - furniture, home decor, clothing, jewelry, etc.
4. The item name will be the same as the category you created in Rose.
5. When using this method, you'll use Square's "note" field to record the vendor's account number and anything other thing about the item you want to capture in the sale.
6. The software will look for an item name with a valid vendor account number or a valid number in the note field.
   
   

This video goes into more detail about how to create items in Square that are categories and to record the vendor/consignor account number in the note field at checkout. If you're wanting to just create buttons for each vendor, see the walk through above.