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Adding Purchase Units

Link vendor case sizes to your Square items so ordering and receiving update inventory automatically.

InTrac
💡  Set it once — every future order, delivery and invoice converts cases to shelf units for you.

Applies to: the current MarketSquare platform — mymst.app. Not applicable to the legacy V2 platform (beta.intrac.app).

On your computer  the web back office  ·  In the app  phone, tablet or scale device
👉 Tap this press it in the app  ·  Exact label look for this wording on screen

What this does

Your vendor sells a case of 12; Square counts each. A Purchase Unit tells InTrac that 1 CS12 = 12 EA, so purchase orders and deliveries update Square in the right amounts — no manual math.

Where this happens: Purchase Unit setup is back-office work. Do it on a computer in the web portal.

⚠️ Before you start
  • The item exists in Square with a stockable variation (i.e., the unit you count — EA, LB…).
  • The vendor is active in InTrac (synced from QuickBooks Online, or added under Vendors).
  • Have the vendor's item number handy — the vendor SKU drives invoice matching later.
1

Open the item in Catalog Items  On your computer

Open Catalog Items, search by name, SKU or vendor SKU, then click the item to open its detail drawer.

Open the item in Catalog Items
The item drawer opens beside the catalog list, with its tabs across the top.
2

Open the Purchase Units tab  On your computer

Select the Purchase tab. If the item has no units yet you will see just the variation and an Add Purchase Unit button. Note the reminder on screen: only stockable variations can have purchase units.

Open the Purchase Units tab
The Purchase tab before any units exist.
3

Create the Purchase Unit  On your computer

Add Purchase Unit and fill in the vendor, the vendor SKU, the vendor's unit of measure (e.g., 96/case), the UM type, and the vendor cost. Save.

Your confirmation it is right: InTrac writes the conversion in plain English underneath — 96/case = 1 PK4. If that sentence reads correctly, the unit is set up correctly.
Create the Purchase Unit
A saved purchase unit showing vendor SKU, unit of measure, cost, and the plain-English conversion line.
4

Repeat per vendor or pack size  On your computer

An item can hold multiple purchase units — one per vendor, or one per pack size from the same vendor. InTrac shows them all when you build a purchase order, so you can compare before you commit.

Repeat per vendor or pack size
One item with two purchase units — a 4 oz and a 14.5 oz case — each with its own SKU and cost.
Work through your catalog without guessing: in Catalog Items open Filters and choose Without purchase units. That is your to-do list. Work until it is empty and your purchasing setup is complete.

Common questions

We have Each and Case as two variations in Square — how is that handled?

Track inventory on the unit you count on the shelf, and set the case up as a purchase unit with a conversion. InTrac does the case-to-each math at both ordering and receiving.

Can purchase units be created in bulk?

Reconciling a vendor invoice is the fastest way to build them out — you confirm vendor SKUs, pack sizes and costs line by line as real invoices are matched. A dedicated bulk editor is on the roadmap.

Where does cost come from?

Last Cost fills in from the most recent purchase order for that unit. You can override it on the Inventory tab at any time.