Create and Manage Items Online
As you add your business details to Square, you can create, edit and manage items from your Square Item Library in Dashboard. Managing items from here will update most items details across several other Square platforms including Square POS and Square Online.
Note: In addition to your Dashboard, you can also create and manage items from the Square app.
|Want to sync your Item Library with Square Online? Learn more about item sync.|
Create Items in Dashboard
To create items from your Item Library in Dashboard:
Click Create an Item. Note: All item creation and editing settings will display in a full-screen window. To return to your Item Library, select the X button.
Enter item information such as name, category and description.
Click Edit to add an optional colour to the Point of Sale tile to help organise your checkout screen.
Set up any of the following additional item features.
Note: If you’re creating multiple items, you’ll be able to upload your items in bulk using item importing.
If your item library contains less than 10 items, you can use the Quick Create feature to quickly create items with a name and a price. Quick Create minimises the steps needed to create an item and you can edit the item details at any time. This feature is available from your online Square Dashboard. To get started:
Go to Items & orders > Items > Item Library.
Click + Quick Create and enter the item name. Note: If you haven’t yet created any items, you’ll see the item name and price field open.
Click the Price field to enter the item price. You can also leave this blank to add a variable price at checkout.
Set Up Item Unit Types
Each business is different – some sellers sell whole item quantities (like articles of clothing), while others sell items by weight or length. Some businesses sell both.
By default, each new item you create will have the unit type per item. When you set your unit type, you can choose from a list of pre-set units such as meters, ounces or feet. You’ll also be able to select unit types from both the metric and imperial systems. Learn more in our unit type FAQ.
Additional Item Actions
Create Categories in Dashboard
Categories help you arrange and organise your items, report on item sales and route items to specific printers.
From your Square Item Library, go to Categories.
Click Create a Category.
Name your category (e.g. Drinks, Food, Shoes).
Click Save and Assign Items and tick the box next to each item you wish to include.
Click Move Items once you’re done.
Manage Item Stock
Square’s inventory management gives you basic tools to keep a clear count of in-stock items in your item library. Learn more about how to track your inventory with Square.
Create and Manage Sales Taxes
Sales tax should be enabled for applicable items sold at your business. You can easily create and manage them directly from the online Square Dashboard. Learn more about how to set up taxes.
Note: Square fees are taken out of the total amount of each transaction, including tax and tip.
Create and Manage Discounts
You can create and edit discounts from your Dashboard or Square app. Learn more about creating and managing discounts.
Items in Square Online
Square Online is a robust platform that covers your website, items, order fulfilment, customers and much more. When it comes to your items, Square Item Library affects Square Online in a few different ways.