Square Integration Guide or Square Setup Instructions

Match Categories to Retail Orbit:

- Align your Square categories with the Management One classification and child classification structure.
- Reassign existing products to the correct categories.

Required Data for Uploads:

Generating Reports in Square:

Use Sales/Discounts by Category for sales and markdowns.
Use Inventory Profit Potential by Category for inventory values—sum inventory cost and profit potential to get inventory at retail.

*** See downloadable doc for detailed instructions

Tracking Purchase Orders:

Square may not track purchase orders directly. Use the provided Excel template to manage purchase orders and receiving data. Keep this file updated regularly.

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