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 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:
When finished setting up your site item, select Save.
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. You can also select Quick add categories to quickly add categories to your site by simply entering category names.
Complete the following actions when setting up your category:
When finished setting up your site category, select Save. To rearrange how categories appear on your site, select the Rearrange categories option.
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 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, start by going to your Site Categories page. Under the catefory you want to delete, select “...” > Delete. This will only delete the category, but not 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 tracking stock. 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.