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Home>Inventory & Item Management

Create and Manage Items Online

Learn how to create, edit, and import items from the Square Dashboard. You can also use Square to track your inventory.

Want to sync your Item Library with Square Online? Learn more about item sync.

Before you start creating items, keep in mind:

  • Item descriptions have a 4000 character limit.

  • When you add, update, or delete an item image, the change will reflect in your Square app, dashboard, and in Square Online.

  • Images that are 360 degrees or 3D are not supported at this time.

  • If you are creating multiple items, you are able to upload your items in bulk using Square’s Import Tool.

Note: If your business requires advanced inventory features and reporting, such as item unit cost management or Cost of Goods Sold reports, take a look at Square for Retail.

Create Items Online

  1. Visit Items & Orders > Items in your online Square Dashboard and click Create an Item. Note: All item creation and editing will display in a fullscreen window. To return to your Items, select the X in the top left-hand corner.

  2. Fill in the item name, category, and description.

  3. Click Edit to add an optional colour to the Point of Sale tile to help organise your checkout screen. If you’re adding an item image, we recommend the following image specs:

    • High resolution that is a size of 2,560 x 2,560 pixels.

    • Supported image format (.jpg, .jpeg, .png, and .gif files).

    • Dimensions that are square.

    • Up to 20 MB in size, but less than 500 KB — this is optimal for loading speed and search result rankings online.

Next, set up any item options, variations, units, menus or custom attributes.

Add options

Add a custom set of item options to an item to create and group variations. For example, a size option set can create variations such as small, medium, and large.

  1. Select an Option set name from a previously created list or click Add Option to create a new set.
  2. Enter an option set name to name this set of options. For example, you could call this option set Colors or Shirt Sizes.
  3. Choose a name for this option set to display during checkout.
  4. Enter the option variations.
  5. Click Next > Create variation.

Edit Options

All option sets will appear in the Options tab of your online Square Dashboard.

Delete Option Sets from an Item

  1. From the Edit Item view, click the “•••” button next to the name of the Option set you would like to delete > Remove option set.
  2. Review the variations that need to be deleted and click Delete Variations to confirm.
  3. Click Delete variations.

Add Variations

  1. If your item has a barcode, add the GTIN or SKU field.
    • GTIN: The Global Trade Item Number (GTIN) allows companies to identify their items at any point along the supply chain. Note: GTIN is not supported with Square Terminal at this time.
    • SKU: Stock-Keeping Units (SKU) are clear, internal identification numbers assigned to each of your variations.
  2. Select the unit to choose between selling whole or decimal quantities for this item.
  3. Add a price or leave it blank for a variable amount you can add at checkout.
  4. If applicable, add stock levels.
  5. Enable alerts by clicking Add low stock alert to track and notify you when stock is low.
  6. If applicable, add unit costs and vendor. Note: This is a Square for Retail Plus feature.

Edit Variation Details

To add additional variations (e.g. small, medium, large), click Edit variation details.

  1. Enter the variation name.
  2. Enter applicable sales, stock, and custom attributes details.
  3. Click Done.

Add to Menu

If you have created a menu with Square for Restaurants, you’ll have the option to add the item to your POS home screen.

Add Custom Attributes

Create custom attributes and link them to items to help add and track additional details about the items in your catalogue. To get started:

  1. Go to Items & Orders > Items from your online Square Dashboard > click Custom Attributes.
  2. Click Create custom attribute.
  3. Enter an attribute name and select between text, selection, number or toggle.
  4. Update the values as required and click Add.

Point of Sale Behavior

The “Automatically Add Item to Bill” toggle means the item will automatically add to the Point of Sale bill without showing the item detail screen. If the item requires you to select modifiers or options at checkout, we would recommend toggling this off.

Square Online settings

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 Visible, it’ll be visible on each of your sites where the item is being sold.

The available item visibility settings are as follows:

  • Visible: Your item is visible online and available for purchase, and will show up in navigation and site 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 isn’t visible online and can’t be purchased (useful if you aren’t ready to sell the item).

You can also update visibility for multiple items at once using the bulk editing method in Square Online.

Learn more about how to add items and categories to Square Online for more information on viewing and editing site item visibility.

Online Checkout

Toggle this if you’d like to create a payment link or buy button for this item that you can use to sell via email, social media, your website, and more.

Set Up Your Item Unit Type

Each business is different — some Square 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 metric unit type, you can choose from a list of preset units, such as pounds, ounces, and feet.

You can create unit types for both the metric and imperial system.

Add a Unit Type

Unit types will reflect on your customers’ receipts, as well as on your item and sales reports with Square. Note: When you update the unit, your inventory counts will remain unchanged.

  1. Head to Items & Orders > Items in your online Square Dashboard > click Units.
  2. Click Add a Unit.
  3. Choose a preset unit.
  4. Set the unit precision. Note: The precision helps you keep track of your inventory and item sales price by allowing you to set the item count up to the hundred-thousandths place (.00000).
  5. Click Save.

Note: There isn’t a way to set incremental minimums or maximums for unit types. For example, you will not be able to set an increment such as .5 that the quantity must increase or decrease by when adjusting quantity during checkout.

Edit or Delete a Unit Type

  1. Head to Items & Orders > Items in your online Square Dashboard > click Units.
  2. Click an existing unit. If you’re updating a custom unit, you’ll see the option to change the precision.
  3. Choose to Save your changes, or click Delete to remove the unit type altogether.

Note: By default, if an item is assigned to a unit type you delete, the new unit type will convert to a per item quantity. Additionally, updating a unit type will not adjust your stock counts.

Keep in mind:

  • Updating a unit type for an item will not adjust your stock amount. For example, if you have Corduroy with 12 inches in stock, and you update your unit type from inches to feet, your inventory levels for the item will reflect as 12 feet in stock. To keep your inventory levels accurate, make sure to manually adjust your stock levels after updating the unit type.

  • Your reporting and transaction history will reflect the unit type at the time of sale. Let’s say you sell an item Coffee with the unit type set to ounces (oz). You later update the unit type to pounds (lbs) and complete another sale. If you review a report for Coffee, you’ll see separate lines for both Ounces and Pounds.

Additional Item Actions

Edit or Delete an Item

You can update an item from the Edit Item page:

  1. Go to Items & Orders > Items from your online Square Dashboard > Item Library.
  2. You can update the item name, category, description, unit type, stock amount, stock alerts, or variations.
  3. Choose to Save your changes or click Delete to remove an item from your library.

You can also select the “•••” button next to the item line to edit or delete.

Duplicate an Item

  1. Go to Items & Orders > Items from your online Square Dashboard > Item Library.
  2. Find the item you would like to duplicate and select the “•••” button.
  3. Click Duplicate from the drop down menu.
  4. The item editor will open pre-populated with all the values from the item you duplicated.
  5. Make any changes to the duplicated item and click Save.

Mark Items as Sold Out

You can mark an item or item variation as sold out, in the case that it’s unavailable for sale. To get started:

  1. Go to Items & orders > Items from your online Square Dashboard > Item Library.
  2. Select the item(s) or item variation(s) that you’d like to mark as sold out.
  3. Click Edit variation details > Manage stock.
  4. Toggle on/off the Mark as sold out on Point of Sale and Online option.
  5. Click Done.

Note: This will also label the variation as sold out in any partner apps that are connected with Square.

Schedule an Automatic Restock
:You can also schedule items marked as Sold Out to restock automatically. Set a specific day and time for the items to automatically restock or use your business’ end of day to keep your stock accurate and up to date.

:To schedule an automatic restocking time:

:From your Square Dashboard, go to Items & Orders > Items > Item Library.
Select the item you want to schedule.
Under Variations, click the Stock count. Note: If the stock is zero, the stock count may show as None or a dash.
An “Edit variation” window will pop up. Under “Manage stock,” toggle on Mark as Sold Out and Choose a time to make for sale again.
You can choose to keep the restock scheduled for the end of your businessday or to use the date selector to choose a custom date and time.
Select Done > Save.

:Once you schedule an automatic restock time, a calendar icon will appear in the Stock line under Variations for that item.

:Note: Your end of day is based on your set business hours. To edit these hours, go to Account & Settings > Business > Locations.

Edit Item Images

  1. Go to Items & Orders > Items from your online Square Dashboard > Item Library.
  2. Click on the item you want to edit.
  3. Under the image, click Edit > Change Image.
  4. Click Save once you finish making changes.

Note: Supported image types are .jpg, .jpeg, .png, and .gif files. Images that are 360 degrees or 3D are not supported at this time. Images uploaded to your online Square Dashboard will sync across your Square app and Square Online. It is not possible to have multiple images for the same item across Point of Sale, Square Online, or Square for Retail at this time.

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. Note: Square’s feesare taken out of the total amount of each transaction, including tax and tip.

Create a sales tax

  1. Visit Settings > Account & Settings in your online Square Dashboard > Business > Sales taxes.

  2. Click Create a tax.

  3. Choose a location or locations to apply the tax to and click Done.

  4. Enter the tax name, rate, and click All items to apply the tax to all items in your library or select specific items.

  5. Toggle Include tax in item price, Apply tax to custom amounts, and Add exemption rule on or off.

  6. Click Save.

Edit a sales tax

  1. Visit Settings > Account & Settings in your online Square Dashboard > Business > Sales taxes.

  2. Select a tax to open the Edit Tax screen. From here, you can make the appropriate edits.

Once you finish making the edits, tap Save.

Learn more about managing your sales tax settings and creating tax exemptions.

Create Item Categories Online

Categories help you arrange and organize your items, report on item sales and route items to specific printers.

  1. Navigate to Items & Orders > Items > Categories section of your online Square Dashboard.

  2. Click Create a Category.

  3. Name your category (i.e. Drinks, Food, Shoes).

  4. Click Save and Assign Items and check the box next to each item you wish to include.

  5. Click Move Items once you're done.

You can also create and manage items directly from the Square Point of Sale app on an iOS or Android device.

Other Item Tools

Learn about other item management features such as how to create discounts and set up taxes.

Learn more about: Retail Point of Sale

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