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Home>Site Items and Categories

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 organise 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.

Item types

Feel free to choose an item type that fits your purpose. We help you by providing specific fields and layouts perfectly suited for each one.

The seven item types found in Square Online are the following:

  • Physical: Best for basic retail items such as clothing or jewellery. Learn more about selling physical items online.
  • Digital: Lets you provide a digital file for download like an e-book or song. Learn more about selling digital items online.
  • Donation: Allow site visitors to send donations for any cause. Learn more about accepting donations online.
  • Membership: Collect membership dues and registration fees for clubs and classes. Learn more about selling non-physical items like memberships online.
  • Event: Sell tickets to events, and include location address and times. Learn more about selling non-physical items like event tickets online.
  • Service: Best for services for hire such as massages and hair styling. Learn more about selling non-physical items like services online.
  • Prepared food and beverage: Best for restaurants and other food venues. Learn more about selling food and beverage items online.

Switch item types

You can switch an item’s type (e.g. switch a physical item to a food and beverage item) in Square Online at any time. To switch an existing item’s type:

  1. From your Square Online Overview page, go to Items > Site Items.
  2. Select one of the existing items in your list.
  3. In the Item Information section, select Change under Item Type.
  4. After choosing a new type, select Change item type, read the final note and select Save as new item type to finish the switch.
  5. Complete all other changes to the item and select Save when finished.

Note: Some item details may be lost if the new item type doesn’t use them.

Manage item visibility

Item visibility refers to how and where an item will appear on your websites in Square Online. The item visibility settings will apply to items on every site they’ve been assigned to. For example, if you mark an item as Hidden, it’ll be hidden on each of your sites where the item is being sold.

To control an item’s visibility:

  1. From your Square Online Overview page, go to Items > Site Items.
  2. Select an item from your items list.
  3. Under Visibility, select either Visible, Hidden or Unavailable.
  4. Complete all other edits to the item and select Save when finished.

You can also update visibility for multiple items at once using the bulk editing method, or update it directly from your Square Item Library by selecting an item and editing the Visibility under ‘Square Online settings’. Learn more about creating and managing items in your Item Library.

You can also learn more about managing multiple websites with Square Online for more information on item visibility between multiple sites.

Item visibility settings

The available item visibility settings are as follows:

  • Visible: Your item is ready to sell online and will show up in navigation and search results.
  • Hidden: Your item is available for purchase online but only to those who have the direct link to it (useful for exclusive items).
  • Unavailable: Your item can’t be purchased online (useful if you aren’t ready to sell the item).

Create a New Item

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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, optimise 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

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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.

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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, optimise 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.

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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:

  1. From your Square Item Library, select Actions > Import Library or Export Library.

  2. In the pop-up window, choose the option best suited for your needs.

Note: Importing or exporting your items can’t be done from the Square Online Overview page.

Learn more about item importing and exporting.

Item Preferences

Square Online includes several options to customise 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.

Bulk-Edit Items

If you have a website with multiple items, categories or vouchers, 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.

Create online discounts with vouchers

Vouchers are a great way to incentivise your customers to buy the items on your website. In Square Online, you can create several voucher types with customisable rules and restrictions. Customers that enter a voucher code during checkout will see a discount immediately applied to their order. Learn more about creating vouchers for Square Online.

Accept customer reviews

Note: Using customer reviews requires an upgrade on your Square Online site.

Your customers can leave comments, photos and ratings on your Square Online site about their online purchases to provide real-world experiences with your products. These customer reviews are visible to others, making them a great way to help build confidence in potential buyers and possibly increase online sales. Learn more about customer reviews for Square Online.

Schedule item updates

Note: Using scheduled item updates requires an upgrade on your Square Online site.

With scheduled item updates in Square Online, you can schedule item visibility and sale price changes ahead of time to run special sales or launch new products. Learn more about scheduling item updates in Square Online.

Enable gift options

Note: Using item gift options requires an upgrade on your Square Online site.

Enabling gift options allows your customers to indicate that an item they’re purchasing is intended to be a gift. Buyers can include a message to the recipient that displays on the delivery invoice, along with return or exchange instructions. You can also offer gift wrapping with an optional added fee. Learn more about setting up gifting options with Square Online.

Sell alcohol

If you’re selling physical items or food and beverage items, you may sell alcohol with Square Online if permitted by law in your area. Learn more about selling alcohol with Square Online.

Troubleshooting

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.

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