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. They can also be added to site categories you can organize separately from categories on your POS. 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 site editor for additional tools not found in the Overview page. Learn more about adding an item and category to Square Online in the site editor.
To understand all Square Online tools and features in your Square Dashboard, learn more about how to navigate the Square Online Overview page in Dashboard.
Item Types and Visibility
Check out the seven item types found in Square Online you can display on your sites as needed.
Create a New Item
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 from Item Library to add items from your Square Item Library to the specific site you’re viewing.
To start setting up a new item, add the item title and description that will appear on the item page. If you want to format the description text, be sure to unsync item descriptions from your Square Online item sync settings.
Continue by selecting the item visibility and be sure to add product images. Then scroll down and select applicable fulfilment details for the item out of Shipping, Pickup, Local delivery and Self-serve ordering. You can also set an item-specific prep time for pickup and local delivery.
If your item has options and variations (such as different sizes or colours), be sure to enter all the details and their prices. Item variations without prices won’t be purchasable on your site. You can also add modifiers to your site items by selecting the button. Be sure to set a stock quantity for your items as well. Learn more about managing stock in Square Online.
Lastly, optimize your items and categories for SEO by filling out the optional SEO details.
When finished, select Save to create a new item for your Square Online site.
Create a New Category
As you add items to your site, it’s also helpful to organize them with categories. From the Square Online Overview page, go to Items > Site Categories and select Add Category.
Start by giving the new category a name, and select Choose items to add items to the category. Items can always be placed in multiple categories so feel free to get creative. For example, you can create a ‘New Arrivals’ category to showcase what’s new in your online store. Also add an image to represent the category on your website.
If you have at least one other category, you can create a subcategory. Under ‘Category organization’, select the ‘+’ button next to a category. After saving your changes, the new subcategory will appear nested underneath the category you just selected.
You can also limit the availability of items in a category under Availability. Select Only certain days and times, and choose the days and times when the items will be available for pickup or local delivery. These are known as time-based categories.
Finally, optimize your items and categories for SEO by filling out the optional SEO details, and select Save when finished.
Note: To save time, you have the option of transferring existing categories from your Square POS to Square Online. Select copy over existing Point of Sale categories on the Site Categories page to start the process. This option is available only once, so you’ll need to manage Square Online categories separately from then on.
Delete Items and Categories
If you need to remove an item from your site, go to the Site Items page and locate the items you wish to remove. Then use the bulk editing method to remove the item from your site.
If you need to delete a category, select one from the Site Categories page, then select ‘...’ > Delete. This will only delete the category but won’t remove any items that you’ve added to the category.
Import and Export Items
To import or export your Square item catalogue:
From your Square Item Library, select Actions > Import Library or Export Library.
In the pop-up window, choose the option best suited for your needs.
Note: Importing or exporting your items cannot be done from the Square Online Overview page.
Learn more about item importing and exporting.
Square Online includes several options to customize items you’re selling on your website. These options range from how items display on your webpages to setting up gift options. Learn more about item preferences in Square Online.
If you have a website with multiple items, categories or coupons, 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.
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.