What Review shows
Review splits the order into groups:
- New Books to Add: books not in your Square catalog yet. book by book creates an item for each.
- Existing Books to Update: books you already carry. book by book adds the copies to your inventory, and can refresh details you've chosen under Update Existing Books.
- Not Added to Square: books from a previous attempt that Square didn't accept. Add these in Square by hand.
Click any book to change its quantity, cost, price, condition or vendor.
Vendors and vendor rates
A vendor is who you bought the books from, such as a wholesaler or publisher. Set it in a book's details. When you set one, book by book offers to apply it to the other books on the order that don't have a vendor.
Vendor Rates sets a default discount for each vendor. When a book has a vendor but no unit cost, book by book fills in the cost from the list price and that discount. Saving vendor rates also updates books in your other Active orders.
Categories and the reporting category
For new books, book by book picks Square categories that match the book's subjects. Open a new book to change them. Click a category to make it the reporting category, the one Square uses to group the item in sales reports. It's marked with a chart icon.
See the guide Use Square categories that make sense for books.
Track inventory and preorders
New books have a Track inventory in Square switch. Leave it on for books you have or have ordered. Turn it off to sell a book as a preorder before you have copies; Square then lets customers buy it even at zero stock.
Books with a future release date are labelled:
- Unreleased: do not sell until (date) when tracking is on.
- Preorder: releases (date) when tracking is off.
See the guide Set up book preorders in Square.
Warnings
- No list price: books without a price aren't added to Square. Add a price to include them.
- Missing cost data: some books have no unit cost. They're still added, but Square won't have their cost for profit reports. In purchase order mode they're left off the purchase order.
Send the order to Square
The main button depends on your Inventory Mode:
- Update Square (auto-adjust mode): creates the new items and adds every copy to your Square inventory, with unit cost.
- Create Purchase Order or Create Items and Purchase Order (purchase order mode): creates any new items, then downloads a spreadsheet you import into Square as a purchase order. Inventory changes when you receive that purchase order in Square.
Afterwards book by book shows what happened: items created, catalog items updated and inventory updated. The order becomes Processed.
Other actions
- Copy Order: start a new order with the same books.
- Export CSV: download the order with ISBN, SKU, title, author, price, unit cost and quantity.
- Download Purchase Order: download the purchase order again (purchase order mode).