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Create and Manage Item Options with Square

Item options help you create and organize your custom item variations. Options can be reused across your item library, saving time when you add new variations or items.

Options are a set of attributes you can apply to multiple variations in your Item Library. You can quickly create and organize item variations by combining options with just a couple of clicks from the item details page.

For example, let’s say you create two option sets: sizes and colors.

  • Sizes: Small, medium, and large
  • Colors: Red, blue, and green

If you create a new item, e.g. t-shirt, you can apply each option set to create new item variations (e.g. small, green or large, red).

Feature Terminology

  • Variations already exist in Square and define the unique varieties of an item. Each variation can have its own cost, price, SKU, etc. For example, a ‘T-shirt’ can have a Blue, Small variation or a Red, Large variation.

  • Option sets are attributes that define a variation. The combination of options & their values for an item form the variation. An example would be Size and Color.

  • Options are values within the Option attribute. Examples include Small, Medium, and Large.

  • Display names are optional names exposed to buyers on channels such as a website, ordering app, etc. (e.g. Size). This is helpful if you need four specific ways to communicate ‘Size’ (e.g. Women’s Dress Sizes, T-shirt sizes, Baby Clothing, and Shoe Sizes). Note: The names created for option sets must be unique (e.g. two individual option sets can’t share the same name).

If you need to create many variations quickly — Size, Color, Width — create item options. Options are applied to items and will create variations that can be sold.

Creating and Editing Item Options on Square Dashboard

Create Item Options

  1. From Items in your online Square Dashboard, click Options > Create an option set.
  2. Enter Option Set Name and Display Name.
  3. Select Set Type.
  4. Enter option information > Save.

Add an Option Set to an Item

  1. From your Item Library, select an item to open the Edit Item view.
  2. Select Options > click Add Options.
  3. Select an Option set name from a previously created list of Option Sets or create a new Option set.
  4. Once you’ve chosen the appropriate Option sets, click Next.
  5. Review the new variations created > click Create Variations to confirm the changes.
  6. Click Save.

Delete Option Sets from an Item

  1. From the Edit Item view, click the three dots 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 Save.

Convert Existing Variations to Options

  1. Select an item you’d like to edit from the Item Library > click Add Options.
  2. Select or create the appropriate Option Sets > Next.
  3. For each variation choose an Option that describes the variation > Add.
  4. Click Save.

Add a Variation to an Item

  1. Select an item you’d like to edit from the Item Library > click Add Options.
  2. Select or create the appropriate Option Sets > Next.
  3. For each variation choose an Option that describes the variation > Add.
  4. Click Save.

Remove an Option from an Item

  1. From the Edit Item page, click Edit next to the Option set name that has the Option you’d like to remove.
  2. From the Edit Option view, click the X next to the Option you’d like to remove.
  3. Click Done > Review changes on next screen and Delete Variation.
  4. Click Save.

Creating and Editing Item Options on the Square app

Create Item Options

  1. Visit Items.
  2. Click on an item.
  3. Click Add options.
  4. Enter a Option set name and Display name.
  5. Enter option Values and select Save.

Add an Option Set to an Item

  1. Visit Items
  2. Click on an item.
  3. Under Options, click Add Options.
  4. Select an Option set name from a previously created list of Option Sets or Create Option.
  5. Once you’ve chosen the appropriate Option sets, click Next.
  6. Review the new variations created > click Create to confirm the changes.
  7. Click Save.

Delete Option Sets from an Item

  1. Visit Items.
  2. Click on an item.
  3. From the Edit Item view, click Edit Options.
  4. Select an existing Option > Remove Option Set.
  5. Review the variations that need to be deleted and click Delete to confirm.
  6. Click Save.

Convert Existing Variations to Options

  1. Visit Items.
  2. Click on an item.
  3. Select Add Options.
  4. Select or create the appropriate Option Sets > Next.
  5. For each variation choose an Option that describes the variation > Add.
  6. Click Save.

Add a Variation to an Item

  1. Visit Items.
  2. Click on an item > click Add Options.
  3. Select or create the appropriate Option Sets > Next.
  4. For each variation choose an Option that describes the variation > Next > Done.
  5. Click Save.

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