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Home>Site Items and Categories

Add items and categories to Square Online in the overview page

With Square Online item sync, items synced to Square Online from your Square Item Library can be changed to several different item types and displayed on your site as needed. In this article, we’ll review how to add and manage site items and categories from the ‘Overview’ page in your Dashboard.

Note: You can also add and edit items from the Square Online Overview page in your Dashboard for additional tools not found in the Overview page. Learn more about adding an item and category to Square Online in the Square Online site editor.

To understand all the Square Online tools and features in the editor, learn more about how to navigate the Square Online Overview page in Dashboard. You can also check out how to manage Square Online item settings from your Item Library for additional item tools not found in Square Online.

Item types and visibility

Check out the item types found in Square Online you can display on your sites as needed.

Site item types

Choose an item type that fits your purpose. We help you by providing specific fields and layouts perfectly suited for each one.

The seven item types found in Square Online are the following:

  • Prepared food and beverage: Best for restaurants and other food venues. Learn more about selling food and beverage items online.
  • Physical: Best for basic retail items such as clothing or jewellery. Learn more about selling physical items online.
  • Digital: Lets you provide a digital file for download like an e-book or song. Learn more about selling digital items online.
  • Service: Best for non-bookable services for hire. Learn more about selling non-physical items like services online. Note: Service-type items do not currently sync with services created through Square Appointments.
  • Donation: Allow site visitors to send donations for any cause. Learn more about accepting donations online.
  • Membership: Collect membership dues and registration fees for clubs and classes. Learn more about selling non-physical items like memberships online.
  • Event: Sell tickets to events, and include location address and times. Learn more about selling non-physical items like event tickets online.

Switch site item types

You can switch an item’s type (e.g. switch a physical item to a food and beverage item) in Square Online at any time. To switch an existing item’s type:

  1. From your Square Online Overview page, go to Items > Site Items.
  2. Select one of the existing items in your list.
  3. In the Item Information section, select Change under Item Type.
  4. After choosing a new type, select Change item type, read the final note and select Save as new item type to finish the switch.
  5. Complete all other changes to the item and select Save when finished.

Note: Some item details may be lost if the new item type doesn’t use them.

To manage site item visibility:

Item visibility refers to how and where an item will appear on your website. The item visibility settings will apply to items on every site they’ve been assigned to. For example, if you mark an item as Visible, it’ll be visible on each of your sites where the item is being sold.

To control an item’s visibility:

  1. From your Square Online Overview page, go to Items > Site Items.
  2. Select an item from your items list.
  3. Under Visibility, select either Visible, Hidden, or Unavailable.
  4. Complete all other edits to the item and select Save when finished.

You can also update visibility for multiple items at once using the bulk-editing method, or update it directly from your Square Item Library by selecting an item and editing the Visibility under ‘Square Online settings’. Learn more about creating and managing items in your Item Library. You can also learn more about managing multiple websites with Square Online for more information on item visibility between multiple sites.

The available item visibility settings are as follows:

  • Visible: Your item is visible online and available for purchase, and will show up in navigation and site search results.
  • Hidden: Your item is available for purchase online but only to those who have the direct link to it (useful for exclusive items).
  • Unavailable: Your item isn’t visible online and can’t be purchased, which is useful if you aren’t ready to sell the item.

Create a new item

Square-Online-Item-Creation-in-Dashboard-EN

Understanding the section above, you can now create a new item in the Square Online overview page by going to Items > Site Items and selecting Create new item. You can also select Add item and choose an option to either add existing items from your Square Item Library to the specific site you're viewing or import new items to Square Online and your entire Square item catalogue. Learn more about importing items to Square Online.

Complete the following actions when setting up your item:

Enter essential item information

To start, manage details such as the item type, name, description and visibility. If you want to format the description text, be sure to unsync item descriptions from your item sync settings. You can also upload product images to represent the item.

Add fulfilment details

Depending on the item type, you can adjust fulfilment settings and related options such as alcohol. Fulfilment options for site items include:

  • Shipping
  • pickup
  • Local delivery
  • Self-serve ordering

Note: Non-physical items don’t use standard fulfilment methods so you won’t see these options for those item types.

Manage stock

Be sure to set a stock quantity for your item. If your item has variations, you can add stock for each variation. Learn more about managing stock in Square Online.

Add options and variations

If your item has options and variations (such as different sizes or colours), be sure to enter all the details and prices. Item variations without prices won’t be purchasable on your site.

Add modifiers

Add modifiers to your items by selecting Manage modifiers.

Choose categories

Select the button under the Categories section to manage item categories from your Square Item Library. Learn more about creating and managing item categories.

Add subscriptions

Note: Make site items subscribable by upgrading your Square Online subscription.

Select Add subscriptions to make the item subscribable. If you haven’t created a subscription yet, you can select the link to go to the Square Subscriptions page in Dashboard.

Learn more about setting up item subscriptions in Square Online for more information.

Review item performance

Check out the item rating from your customer reviews.

Optimise your item for SEO

You can optionally optimise your items for SEO by filling out the SEO details. Learn more about how to optimise your items and categories in Square Online.

When finished setting up your site item, select Save.

Create, view and edit categories

To create, view and edit the categories in your Square account, be sure to navigate to your Square Item Library. Learn more about creating and managing item categories.

Delete items and categories

If you need to remove an item from your site or delete it from you Square item catalogue completely, go to the Site items page and use the bulk editing method to remove or delete the items. Learn more about item management between multiple sites in your Square account.

If you need to delete a site category, go to your Square Item Library.

Import and export items

Importing or exporting your items will need to be done from Square Item Library. Learn more about item importing and exporting.

Item preferences

Square Online includes several options to customise items you’re selling on your website. These options range from how items display on your web pages to tracking stock. Learn more about item preferences in Square Online.

Bulk edit items

If you have a website with multiple items or categories, you can save time by making use of bulk editing. Bulk editing allows you to make changes across multiple items at once. Learn more about the bulk editing method in Square Online.

Other site item features

Your site items can take advantage of several other features in Square Online that items sold in-person won't be able to. Learn about these useful features below.

Feature your items

In the site editor, you can add sections to your web pages that feature certain items from your online store. Use one to bring attention to new or restocked merchandise, or any items you want to draw attention to. Learn more about featured items in Square Online.

Create online discounts with coupons

With Square Marketing, you can create coupons for your Square Online site and share them with customers in multiple ways. Learn more about creating discounts and coupons for Square Online items.

Accept customer reviews

Note: Allow customers to leave item reviews by upgrading your Square Online subscription.

Your customers can leave comments, photos and ratings on your Square Online site about their online purchases to provide real-world experiences with your products. These customer reviews are visible to others, making them a great way to help build confidence in potential buyers and possibly increase online sales. Learn more about customer reviews for Square Online.

Schedule item updates

Note: Schedule item updates by upgrading your Square Online subscription.

With scheduled item updates in Square Online, you can schedule item visibility and sale price changes ahead of time to run special sales or launch new products. Learn more about scheduling item updates in Square Online.

Enable gift options

Note: Enable item gifting by upgrading your Square Online subscription.

Enabling gift options allows your customers to indicate that an item they’re purchasing is intended to be a gift. Buyers can include a message to the recipient that is displayed on the shipping invoice, along with return or exchange instructions. You can also offer gift wrapping with an optional added fee. Learn more about setting up gifting options with Square Online.

Sell alcohol

If you’re selling physical or food and beverage items, you may sell alcohol with Square Online if permitted by law in your area. Learn more about selling alcohol with Square Online.

Troubleshooting

If your items display as ‘Unavailable’ or don’t appear at all on your Square Online site, there are a few things to consider that could be the cause. Learn more about troubleshooting non-visible items in Square Online.

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