Important Changes to Your Square Online Overview Page
You may have received multiple notifications about different sections of your Square Online Overview page moving to other parts of Square Dashboard. Here, we’ll outline how these changes impact you and your workflows so that you can find the features you need to manage your Square Online site.
For additional information on how to navigate Square Online, check out how to navigate the Square Online Overview page in Dashboard.
Overview
You’ve given us feedback that managing your in-person and online sales hasn’t always been easy. For example, historically, when you added a new item to your catalog, you needed to categorize it for use with in-person selling, but it also needed to be categorized separately for use with your Square Online site. Our goal is to eliminate any repetitive workflows like this from Square Online. The more cohesive Square products and tools are for you, the less time you spend doing the same work in multiple places.
The following tabs of the left-hand navigation menu on your Square Online Overview page will be moved to other parts of Square Dashboard:
- Site Items and Site Categories (found under Items)
- Sales Taxes (found under Settings or Shared Settings)
- Coupons (found under Items or Shared Settings)
- Fulfillment
- Orders
- Reports
While some features may look slightly different, nearly all features and functionality for Square Online site items, site categories, sales taxes, coupons, fulfillment, orders and reporting will function the same. However, some little-used features and functionality will be removed during this transition.
Items and Categories
Historically, item management has lived in two places: the Items section of your Square Item Library and the Items section of your Square Online Overview Page. Site items, site categories, options and item preferences will all be transitioning to your Square Item Library. This means you’ll be able to manage all aspects of your items, including any features specific to Square Online, from one place.
While many item details (like item name and price) were already in sync between your Square Item Library and Square Online, not all details were. Additionally, some details only lived in Square Online. We’ve been transferring all of the Square Online specific details throughout much of 2023 and 2024 so that you can manage your items exclusively from your Item Library. Learn how to manage Square Online item settings from your Item Library for more information.
The set of categories in your Square Item Library and the site categories in your Square Online Overview page have never been in sync, and you’ve had to maintain separate category lists between the two. We’ve been building up the features and functionality of the Item Library categories so you can rearrange and nest categories, assign an item to multiple categories and set the online visibility of a category. Your Square Online categories can now be transferred to your Item Library categories so you can manage all categories from one place. Learn about these important changes to your Square Online site categories for more details.
The home for many of your Square Online item preferences and item sync settings is moving so that you control how items are represented on your Square Online website from the same place you manage your items: your Item Library.
Your preferred default item type, default item fulfillment methods, default item visibility and default Square Online site assignment will move to your Item Library under Settings > Item Defaults. We’ll transfer your existing default settings to your Square Item Library with no disruption to your Square Online website or item management. You can change these default settings at any time.
Sales Taxes
Historically, Square has had two different places for setting up and managing taxes for your online and point of sale orders: the Sales Taxes section of your Square Online Overview page and the Sales Taxes section of your Account & Settings page. Now, the home for managing taxes, no matter the channel, will be in Account & Settings. Learn more about managing sales tax settings for Square Online orders for additional details.
Note: These changes will affect different markets throughout different points of 2024. You may not see these changes take effect just yet.
Coupons
The home for creating and managing coupons is moving from Square Online to Square Marketing. This change will let you manage and edit your coupons in one central location for use across your Square Online website and other Square products. Learn more about creating discounts and coupons for Square Online items.
Note: Creating and managing coupons in Square Marketing for use with Square Online and your Square Point of Sale is free and doesn’t require a subscription.
Fulfillment
The home for Square Online fulfillment settings is moving from the Fulfillment section of your Square Online Overview page to the Fulfillment section of your Account & Settings page. Pickup and delivery settings can already be accessed there. Shipping settings for Square Online orders will move later in 2024.
Orders
Historically, Square has had two places to manage orders: Orders in your Square Online Overview page and Orders in your Square Order Manager. While orders from Square Online have always fed into your Square Order Manager, some features and functionality were available only in Square Online. We’ve now added those features and functionality to Square Order Manager as well so you can manage all of your orders from one place.
Additionally, managing shipping orders, their packing slips and labels moved exclusively to the new shipments section of your Order Manager earlier this year. Square Online orders will be fully moved later in 2024.
Reports
The home for Square Online insights and reporting is transitioning from Square Online to Square Reports in Dashboard to enable you to view all reporting in one place. You’ve always been able to view your online orders as part of your overall Square sales reports, and the new channel filters will help you focus on your site-specific data.
We’re also launching a new Square Online section on your Square Reports page. It includes two new pages – the Purchase Funnel report and the Traffic & Sources report – for insights specific to your online business like conversion rate and site traffic. As before, these two reports are only available when you upgrade your Square Online subscription.
While report access is moving to a centralized location in Dashboard, please note the following:
- Historical cart and category data will not be migrated.
- Historical abandoned cart email performance data will not be migrated.
- If you have multiple sites in Square Online, only data after January 1, 2021 can be filtered by site in Square Reports.
Learn about these important changes to your Square Online reports for more details.