Create and Manage Items from the Square App

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Square Dashboard

Take payments with Square Virtual Terminal, manage your inventory, view sales reports, book appointments and more.

Build your item library by creating items, categories, variations, modifiers and more. Items and categories sync across all devices assigned to a location, helping you process payments in person or online quickly. You can create items from your Square app on your compatible device or from your Square Dashboard.

Before you start creating items, keep in mind:

• Item descriptions have a 4,000-character limit.

• When you add, update or delete an item image, the change will reflect in your Square app, Dashboard and in Square Online.

• Images that are 360 degrees or 3D are not supported at this time.

• If you&#;re creating multiple items, you&#;re able to quickly upload your items in bulk using item importing via the online Square Dashboard.

Note: If your business requires advanced inventory features and reporting, such as item unit cost management or Cost of Goods Sold reports, take a look at Square for Retail.

Create and Manage Items

You can create items from your compatible device, Square Terminal, Square Stand or Square Register. To create items from your Square app:

1. From your Point of Sale, go to &#; More > Items.

2. Tap All items > Create Item.

3. Tap the square tile to add a label, upload an optional image or choose the tile colour that&#;ll appear on your item grid.

4. Enter item information such as a name, category, description and image.

5. Set up additional item features and tap Save when finished.

Note: To specify your item type, go to your Square Item Library in Dashboard.

Set Up Your Item Unit Type

Each business is different &#; some Square sellers sell whole item quantities (like articles of clothing), while others sell items by weight or length. Some businesses sell both.

By default, each new item you create will have the unit type per item. When you set your unit type, you can choose from a list of preset units, such as kilos, grams and metres. You can also choose to add your own custom unit &#; in whole number or decimal quantities.

Select or Create a Unit Type

To set your unit type:
1. Tap &#; More or the down arrow at the top of the Square Register.
2. Tap Items > Unit > Create Unit.
3. Search for an existing unit or scroll to the bottom of the list and select Create Custom Unit.
4. Set the unit precision. Note: The precision helps you keep track of your inventory and item sales price by allowing you to set the item count up to the hundred-thousandth place (.).
Note: Each custom unit type must have a unique name. Names are not case-sensitive.

To edit or delete a unit type from the Square app:
1. Tap &#; More or the down arrow at the top of the Square Register.
2. Tap Items > Units and then tap an existing unit. If you&#;re updating a custom unit, you&#;ll see the option to change the name and abbreviation. You&#;ll also see the option to change the precision.
3. Choose to Save your changes or select Delete to remove the unit type altogether.
Note: By default, if an item is assigned to a unit type you delete, the new unit type will convert to a per-item quantity. Additionally, updating a unit type will not adjust your stock counts.

Unit stock adjustments on Square applet

iPad:

1. Create or select a stock item from > choose a unit type from the drop-down menu.

2. Input the quantity of the received item.

3. Click Next. 

4. In the Confirm receive screen you can review the final amount.

5. Tap Confirm > Done.

Square Register:

1. Create or select a stock item > choose a unit type from the drop-down menu.

2. Input the quantity of the received item.

3. Click the blue tick to be directed to Confirm receive. 

4. Review the final amount.

5. Tap Confirm > Done.

Square Terminal:

1. Create or select a stock item > choose a unit type from the drop-down menu.

2. Input the quantity of the received item 

3. Click the blue tick to be directed to Confirm receive. 

4. Review the final amount.

5. Tap Confirm > Done.
   Note: You can also add stock in the Inventory, Items and Check out applet. 

Inventory applet:

• Go to Inventory (Stock overview) and tap Manage stock.

• Select Stock received and enter the received unit amount.

• Tap Save. 

Items applet:

1. Go to edit items > Stock on hand

2. Select Stock received > enter the received unit amount.

3. Tap Save.

Checkout applet:

1. In Check out tap Stock at this location

2. Select Stock received (Stock on hand) > enter the received unit amount.

3. Tap Save.

Create and Manage Item Categories

Categories help you arrange and organize your items, report on item sales, route items to specific printers, assign online visibility and much more. Learn more about creating and managing item categories.

Create and Edit Item Options

Item options help you create and organise your custom item variations. These options can be reused across your Item Library, saving time when you add new variations or items.

Create Item Options

1. Tap &#; More > Items.
2. Select Options > Create option.
3. Enter an Option set name and Display name.
4. Enter option values and select Create.
Note: Adding item options to an item with multiple variations is only supported on Square Dashboard.

Add an Option Set to an Item

1. Tap &#; More > Items > All Items.
2. Select an item.
3. Under Options, select Add Options.
4. Select an option set name from a previously created list of option Sets or tap Create option.
5. Once you&#;ve chosen the appropriate option sets, tap Next.
6. Review the new variations created and tap Create to confirm the changes.
7. Tap Next > Save.

Delete Option Sets from an Item

1. Tap &#; More > Items.
2. Tap All Items and select an item.
3. From the Edit Item view, select Edit Options.
4. Select an existing option and tap Remove option set.
5. Tap Confirm remove and review the variations that need to be deleted.
6. Tap Delete.

Set Up Your Item Grid on a Tablet

Your item grid transforms your POS into a lightning-fast, user-friendly tool for your team members. It syncs to all devices assigned to a location. Team members cannot set up an individual item grid.

To build your item grid to quickly access frequently used items, discounts or categories:

1. From the Checkout screen, tap Favourites.

2. Press and hold an empty square to add items or shortcuts.

3. Continue to tap the + icon on the grid.

4. Choose to Create a new item, Create a new discount, or select from gift cards, rewards, discounts, items or services.

5. Tap Done to save.

Note: Tap Add a page to add additional pages/grids to your Checkout screen. Tap the pencil icon to edit the page name, then tap Done.

Learn more about setting up your Item Library with Square.

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Create an ordering page with Square Online

Who is this article for?

About ordering pages

The ordering page for Square Online is the focal point of your online store, where buyers can shop, browse, and order items. This page gives you two layout options: 

• Shop All: better option for selling physical items, often associated with products you might find in a retail store. This template has the best support for shipping.

• Order Online: better option for selling prepared food and beverage items, often associated with menu items you'd find in a restaurant, or any size food and drink vendor. This template has the best support for local delivery, and in-store and curbside pickup.

You may have a site already built with a different website host but may not have a simple way to display the products you sell on your primary website. With Square Online, you can build an ordering page where your customers can shop your entire catalog of products only. Once built, you can then add a link to your Square Online ordering page to your primary website&#;s navigation menu.

Before you begin

You can create an ordering page, set up a personalized order screen, and set up your existing website with Square Online from your Square Dashboard.

Make sure you already have items in your Item Library. Learn how to create and edit items.

The personalized order screen is only available if you&#;re using the Order Online ordering page template.

Add an ordering page to your site

You can add an ordering page to your Square Online site from your Square Dashboard.

1. Sign in to your Square Dashboard and go to Sales channels > Online > Website > Edit site. 

2. Select + > Page.

3. Select Shop, and choose either the Shop All or Order Online ordering page template.

4. Select Add to include the page on your site. Each template has different features you can customize. 

5. Publish your site to see your changes live.

To switch your template:

1. Select the Page dropdown menu.

2. For the Shop All or Order Online page, select &#;&#;&#; > Switch template.

3. Choose your preferred template and select Done when finished.

Add items and Categories to your ordering page

You can add items and categories from your Item Library and add navigation links for your categories to your online ordering page. You have different options for customization depending on your template.

Shop All

1. Sign in to your Square Dashboard and go to Sales channels > Online > Website > Edit site.
2. Select the Item list section in the editing panel to open the settings, then select Arrange & add items.
3. Go to your Item list and toggle on Sort and filter.
4. Select from automatic arrangement options: Popularity, Newest, Price (High-Low), Price (Low-High), Alphabetical (A-Z), Alphabetical (Z-A). You can also select Custom to drag and drop your items in the order of your choosing.
5. To add navigation, select +Add navigation link.
6. Select Shop All from the drop-down menu and enter a name for the link.
7. Select the option to Include nav links for categories to display the categories located under Shop All. If unchecked, the categories won&#;t display in the navigation.

Order Online

1. Sign in to your Square Dashboard and go to Sales channels > Online > Website > Edit site.
2. Select the Item list section in the editing panel to open the settings, then select Arrange & add items.
3. Go to your Item list and toggle on Sort and filter.
4. Select Most popular to show items frequently ordered by customers or select Recent orders to show items specific to each customer.
5. To turn on cross-selling, go back to your Item list in the editing panel and select Item view > Customers also purchased.
6. To add navigation, select +Add navigation link.
7. Select Category page for Link to and choose the category you want to link.

Set up a personalized order screen

To personalize the ordering experience on your Square Online website, use the personalized order screen, a customized version of your ordering page that provides buyers with a dynamic landing page. 

1. Sign in to your Square Dashboard and go to Sales channels > Online > Website > Edit site.

2. Select the Page dropdown menu.

3. Select &#;&#;&#; > Switch template under Shop All.

4. Choose Order Online and select Switch.

5. Toggle on Personalized order screen.

6. Publish your site to see the changes live.

If you want the personalized order screen to be your entire site, delete all other pages.

Set up your existing website with Square Online

To use Square Online as an ordering page for your existing website, you need to create an ordering page, publish your site to a domain, and link your Square Online site to your existing website. 

1. Sign in to your Square Dashboard and go to Sales channels > Online > Website > Edit site.

2. Select Page and choose Single ordering page.

3. Select Shop All or Order Online.

4. In the site editor for your ordering page, select &#;&#;&#; > Make this my homepage.

5. Delete all other pages by selecting &#;&#;&#; > Delete page.

6. Select Edit site to customize your ordering page.

7. Publish your site.

Once your Square Online site is set up, you need to publish it to a domain. You can use a free Square subdomain that never expires, or you can use a custom subdomain. Additionally, you can connect an entirely different third-party domain to your site, or purchase a new one directly from Square. Learn more about your domain options in our guide to set up your online store with Square Online.

Once you publish your Square Online site to a domain, add a link to that domain on your primary website. If you need help creating a link on your primary website, reach out to your current website host.

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