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Important changes to your Square Online site categories

We recently notified you of upcoming changes to your Square Online site categories. The home for Square Online site categories is transitioning from Square Online to Square Item Library in Dashboard to enable you to view and manage all categories in one place. This means that, starting later this year, categories displayed on your Square Online site will need to be managed from Square Item Library rather than Square Online.

This also means that, if you choose, you can use the same categories for in-person and online selling. You’ll no longer need to create and manage your online categories separately. The site categories that get moved will also be displayed in the Square app in the Checkout and Items tabs.

Access the New Hub for Square Online Categories

The home for your Square Online site categories is moving to a new area of your Square Dashboard. To view categories displayed on your website, open your online Square Dashboard and navigate to Items & orders > Items > Categories.

Here, you can find all the item categories you use throughout Square, including Square Point of Sale and Square Online.

Note: With the new hub, you’ll no longer need to navigate to your online Square Dashboard > Online > Online > Items > Site Categories.

About the New Hub for Square Online Categories

The new home for Square Online categories will enable you to view all of your item categories from one centralized place in your Square Dashboard. The new home includes the ability to:

  • Use the same categories for in-person and online selling, from your Point of Sale to your website

  • Create, edit and delete categories

  • Rearrange categories (in the order they should appear on your Square Online site)

  • Manage channel visibility (referring to what sites and other online channels the categories should appear on)

  • Manage availability (using time-based categories)

  • Add search engine optimization (SEO) details

  • And more

Learn more about creating and managing item categories for more information.

FAQ

What will happen to my existing categories in Dashboard?

Your existing categories, and any items assigned to those categories, will remain unchanged.

After you transition your Square Online site categories to Square Item Library, your existing categories (and site categories) will be managed in one place, but items assigned to each category and all associated data (like Category Sales Reports) will remain the same.

I have a lot of duplicate categories in Square Online and Square Item Library. What should I do?

By default, you can continue managing your categories for in-person and online selling separately. Click on the Channels filter to view categories that are only visible on your Square Online site or the categories that are not visible on your Square Online site. If you’d like to de-duplicate your categories manually, the bulk actions for changing category channel visibility (such as Square Online) and bulk deletion will be useful.

What will happen to my Point of Sale?

Your Favourites Grid will remain completely unchanged. However, the Square Online site categories that you move to Square Item Library will now also be displayed in the Square Point of Sale and Square Appointments apps in Checkout > Library, and in the Square Retail Point of Sale app in Checkout > All Items.

The Square Online site categories that you move to your Item Library will also be displayed and can be managed in Items > Categories in Square Point of Sale, Square Appointments, Square Retail Point of Sale and Square Invoices.

Note: The Items tab is coming to the Square Restaurants Point of Sale app at a later time.

What will happen to my reports in Dashboard?

Your Category Sales reports will remain unchanged. As part of this update, it will now be possible for items in Dashboard to belong to more than one category. If an item belongs to more than one category, you can specify which category should be its Reporting Category. When the item is sold, the item’s sale will be attributed to its chosen Reporting Category in the Category Sales report so that sales aren’t double-counted.

What will happen to my reports in Square Online?

Category sales reports in Square Online will be removed as part of the separate Square Online reporting changes. If you’d like to retain your Square Online category sales reports history, be sure to download the data prior to moving your Square Online site categories to Square Item Library.

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