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InTrac Quick Start: Setup & Bulk Tools

Get hundreds of items purchase-ready fast — and know which tools do the heavy lifting.

InTrac
💡  Setup is the only hard part of InTrac. Do it once, in this order, and the app runs itself.

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

Day one, in the right order

Connect Square → sync vendors → set purchase units on one vendor's items → run one real purchase order → reconcile that invoice → set your markups.

Resist the urge to set up every item before your first order. Set up one vendor, run a single real order through the whole cycle, then expand vendor by vendor — each reconciled invoice builds out costs and purchase units as you go.

⚠️ Before you start
  • Your Square account is connected and the catalog has synced.
  • QuickBooks Online is connected if you want vendor and payables integration.
  • You have picked a starter vendor — weekly delivery and twenty to fifty items is ideal.

The tools that do the heavy lifting

These are what turn a week of clicking into an afternoon:

Sync Vendors
Pulls all active QuickBooks vendors at once; activate the ones you actually use.
Where: Vendors
Invoice reconciliation
The fastest way to build purchase units — confirm vendor SKUs, pack sizes and costs as real invoices are matched.
Where: Vendor Invoices
Find & Replace
Bulk-edit names, descriptions, categories or prices across many items; changes push to Square.
Where: Catalog Items
Markup Manager
Set a target markup for a whole category, apply price endings, review and commit in one pass.
Where: Markup Manager
Cost Change Manager
Action vendor cost changes in batches and print the report for shelf tags.
Where: Cost Change Manager
Without purchase units filter
Shows every item still missing its purchasing setup — your to-do list, and your finish line.
Where: Catalog Items → Filters
Export
Send the full catalog with all attributes to a spreadsheet so you can audit your setup.
Where: Catalog Items
The 80/20: your top two or three vendors probably account for most of your cost of goods. Set those up properly, then let invoice reconciliation build out the long tail on its own.

Common questions

Can I import purchase units from a spreadsheet?

Not directly. Invoice reconciliation is the practical bulk route, and it validates vendor SKUs at the same time.

What is the fastest way to fix costs on many items?

Reconcile a real invoice from each vendor. Costs land automatically and stay current from then on.