Send product category item information on payments

Created on 21 January 2023, almost 2 years ago
Updated 27 February 2023, almost 2 years ago

Problem/Motivation

When viewing 'Item sales' in Square Dashboard, all items are 'Uncategorized'. If we could add the Product type (or maybe another custom field), this would make much more meaningful reports about sales.

Steps to reproduce

Create a product and go through the checkout process. From the Square Dashboard, go to Item sales and see that every product is Category is 'Uncategorized'.

Or, go to Category sales and see that all purchases are uncategorized.

Proposed resolution

Square's APIs allow to categorize products.

Documentation: https://developer.squareup.com/reference/square/objects/CatalogCategory
Forum Post: https://developer.squareup.com/forums/t/adding-categories-to-payments/1243

Not sure if these Categories need to be made within the Square Dashboard first, then retrieved inside of a Commerce site to be used. Or, if it allows to send a string that automatically categorizes the items.

Remaining tasks

  • Find where in the Square API that allows items to be categorized.
  • Check if Categories need to be premade on Square Dashboard.
  • If need to be retrieved from Square Dashboard, find out how to retrieve them for use.

User interface changes

If Categories need to be retrieved from Square Dashboard, then add a dropdown at the Product level to apply value.

API changes

Data model changes

If Categories need to be retrieved from Square Dashboard, a field will be needed to store the Categories.

Feature request
Status

Active

Version

1.0

Component

Code

Created by

🇨🇦Canada trevorkjorlien

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Comments & Activities

  • Issue created by @trevorkjorlien
  • 🇦🇺Australia imclean Tasmania

    The forum post states the Orders API can be used to send category information. I don't think the Orders API is supported by this module (yet), although it might be part of the roadmap mentioned on the project page.

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