Initial Set up
Log in to Square using valid credentials
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Under Home page, Click on Items to view the menu
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Home Screen view
Menu Creations: Items
How to Add a New Menu
How to Add an Item
Go to Items
Click on Item Library > Click on Create an Item
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Enter Name of item
Update the Item description under Description
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Update item price on Price field under Variation section > Select the Modifier Groups to apply to item under Modifier Sets section > Click on Save
How to Add an Alternate Item name in POS
Please follow these steps to add an alternate item name:
Note: ‘Alternate Name’ custom attribute is not available by default within the Square POS. This needs to be set up manually once before use.
How to create a custom attribute for Alternate Name of an Item
Step 1: Go to the Square POS dashboard
Select Items.
Step 2: Select “Custom Attributes” from the navigation panel shown below. Then, select the “Create Custom Attribute” button that will open up a new dialog box indicated below.
Step 3: In the Create custom attribute dialog box indicated above, set the Attribute name to ‘Alternate Name’ and Attribute type to ‘Text’. Then, select the “Add” button to successfully add the desired custom attribute.
Note: Please ensure that you have entered the correct spelling of custom attribute i.e. Alternate Name in the Attribute name field to get it accepted by the system.
How to add an Alternate Item Name in POS
Step 1: Go to the Square POS dashboard
Select Items.
Step 2: Select the desired item for which you would like to add an alternate name and click on the item name to enter into the Edit Item page.
Note: You can also search the desired item using the search bar indicated below.
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Step 3: Scroll down to the Variations section and select “Edit Variation details”. A new “Edit Variation” dialog box (shown below) will appear on the screen.
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Step 4: Select ‘Add custom attribute'
Select 'Alternate Name’ from the drop-down list shown below.
Step 5: Enter the alternate item name in the ‘Value’ field indicated below. Select the “Add” button
Select “Done” button to add the alternate name for the item.
Step 6: Now, you can find the alternate item name updated in the “Alternate Name” field as shown below. Select the “Save” button to save all the incorporated changes.
How to Add/Edit an Item Description
Go to Items
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Click on Item Library > Search the item name > Click on Edit
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Update item description in the Description field > Click on Save
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How to Add an Image/Photo
Go to Items
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Click on Item Library > Search the item name > Click on Edit
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Click on Point of Sale tile icon > Click on Add Image >
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Select the Image/Photo > Click on Done
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How to Add/Edit Price
Go to Items
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Click on Item Library > Search the item name > Click on Edit
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Update item price under Price field on Variations section > Click on Save
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How to Make an Item Visible on POS for Specific Location
For multi-unit locations, to make an item visible in the POS at a specific location(s) follow these steps:
Go to Items
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Click on Item Library > Search & click on the item name > Click on Edit
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Click on All Locations under the Detail Section
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Check the box next to the corresponding Location [My Business is used as the Location in the example below] option > Click Save
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How to Mark an Item Out of Stock
Go to Items
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Click on Item Library > Search & Click on the item name
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Scroll down to Variation Section > Click on Add low stock alert under stock > Click Done
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How to Remove/Delete an Item
Go to Items
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Click on Item Library > Search the item name > Click on Delete >
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Click on Delete Item to confirm
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How to Add Tags
Go to Items
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Click on Item Library > Search & Click on item
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Scroll down to Custom Attributes section > Click on Add custom attribute
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Update the Custom Attribute field, Attribute type field and Value field > Click on Add
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How to Sort/Arrange Items under an Item Category
Note: This needs to be managed from the ItsaCheckmate Portal. Please login to your ItsaCheckmate Portal and follow the steps below.
Click on Menu Management on homepage > Click on Sort Menu
To Sort Categories:
Drag and drop Category to desired space > Click Save > Click Push to Ordering Platform
To Sort Items within a Category:
Drag and drop Item to desired space > Click Save > Click Push to Ordering Platform
How to Add an Item Category
Go to Items
Click on Categories > Click on Create a Category
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Update the name under Category Name field > Click on Save (You may also Assign items directly using Save and Assign Items option)
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Menu Creation: Modifiers & Modifier Groups
How to Add a Modifier Group
Go to Items
Click on Modifier > Click on Create a Modifier Set
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Update the Modifier Group name > Add Modifiers with Prices > Click on the Location to tag the modifier set > Click on Save
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How to Edit the Price of Modifier
Go to Items
Click on Modifier > Search and click on Modifier
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Edit the Modifier Price > Click Save
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How to Arrange/ Sort Modifiers
Modifiers will appear in the order that they appear in the POS under the Modifier Set.
To rearrange modifiers, go to Items > Modifiers > select the Modifier Set
Select the “hamburger” icon and drag and drop the modifiers in the order you would like them to appear on the menu
How to make a Modifier as Default/Preselect
Go to Items
Click on Item Library > Search & Click on Item
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Click on Edit > Scroll down to Modifier Sets section > Select the modifier group > Click on Customize
Update the modifier using Checkbox as Pre-selected > Click on Done
How to Remove/Delete Modifiers
Go to Items
Click on Modifier > Click on the Modifier Set > Click on the X > Click on Save
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How to Remove/Delete Modifier Group
Go to Items > Modifiers
Go to the Modifier Group you wish to remove from an item and select Apply to Items
Uncheck the Items from which you wish to remove the Modifier Group
How to Arrange/Sort Modifier Groups
Note: This needs to be managed from the ItsaCheckmate Portal. Please login to your ItsaCheckmate Portal and follow the steps below.
Click on Menu Management on homepage > Click on Item > Click on Sort Modifier Groups > Drag and drop item to desired place > Click Save
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How to Change the Min/Max Options and Set as Required for the Modifier Group
Go to Items
Click on Item Library > Search the Item > Click on Edit
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Scroll down to Modifier Sets section > Select the modifier group > Click on Customize
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Update the count for Required & Maximum selection > Click on Done
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Menu Creations: Miscellaneous
How to set Regular Hours
Note: This needs to be managed from the ItsaCheckmate Portal.
Click on Hours > Click on Regular Hours > Click on Edit > Update the hours as needed
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Update the hours as needed > Click Save > Click Push to Ordering Platform
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How to set Holiday/ Special Hours
Note: This needs to be managed from the ItsaCheckmate Portal.
Click on Hours > Click on Special/ Holiday Hours > Click on Edit > Update the hours as needed
Update the hours as needed > Click Save > Click Push to Ordering Platform
How to set Kitchen Prep Time
Note: This needs to be managed from the Portal.
Click on Hours > Click on Kitchen Prep Time > Click on Edit
Update Prep Time minutes > Click on Save > Click on Push to Online Platforms
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How to Add Tax Rate (Individual Item Level Tax & Location-based Taxes)
Go to Items
Click on Sales Taxes > Click on the Create a Tax
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Input Tax details > Click on Save
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Click on the Apply to Items
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Select Items for Tax > Click on Apply to Items
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Menu Updates and Ongoing Maintenance: Items, Modifier Groups, and Modifiers
How to Change/ Edit Item Details (Name, Description)
Go to Items
Click on Item Library > Search the item name > Click on Edit
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To update Name of Item:
Update item name under Name field under Details section > Click on Save
To update the Description of Item:
Update item description under the Description field under Details section > Click on Save
How to add an Alternate Item name in POS
Please follow these steps to add an alternate item name:
Note: ‘Alternate Name’ custom attribute is not available by default within the Square POS. This needs to be set up manually once before use.
How to create a custom attribute for Alternate Name of an Item
Step 1: Go to the Square POS dashboard
SelectItems.
Step 2: Select “Custom Attributes” from the navigation panel shown below. Then, select the “Create Custom Attribute” button that will open up a new dialog box indicated below.
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Step 3: In the Create custom attribute dialog box indicated above, set the Attribute name to ‘Alternate Name’ and Attribute type to ‘Text’. Then, select the “Add” button to successfully add the desired custom attribute.
Note: Please ensure that you have entered the correct spelling of custom attribute i.e. Alternate Name in the Attribute name field in order to get it accepted by the system.
How to add an Alternate Item name in POS
Step 1: Go to the Square POS dashboard
SelectItems.
Step 2: Select the desired item for which you would like to add an alternate name and click on the item name to enter into the Edit Item page.
Note: You can also search the desired item using the search bar indicated below.
Step 3: Scroll down to the Variationssection and select “Edit Variation details”. A new “Edit Variation” dialog box (shown below) will appear on the screen.
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Step 4: Select ‘Add custom attribute'
Select'Alternate Name’from the drop-down list shown below.
Step 5: Enter the alternate item name in the ‘Value’ field indicated below. Select the “Add” button
Select“Done”button to add the alternate name for the item.
Step 6: Now, you can find the alternate item name updated in the “Alternate Name” field as shown below. Select the “Save” button to save all the incorporated changes.
How to Change an Item Price
Go to Items
Click on Item Library > Search the item name > Click on Edit
Update item price under Price field on Variations section > Click on Save
How to Change an Image/Photo
Go to Items
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Click on Item Library > Search the item name > Click on Edit
Click on Point of Sale tile icon > Click on Add Image >
How to Make an Item Visible on POS for Specific Location
For multi-unit locations, to make an item visible in the POS at a specific location(s) follow these steps:
Go to Items
Click on Item Library > Search & click on the item name > Click on Edit
Click on All Locations under the Detail Section
Select the My Business option > Click Save
How to Remove/Delete an Item
Go to Items
Click on Item Library > Search the item name > Click on Delete
Click on Delete Item to confirm
How to Mark an Item Out of Stock
Go to Items
Click on Item Library > Search & Click on the item name
Scroll down to Variations Section > Click on Add low stock alert under stock > Click None
Switch Tracking toggle ON > Click Done
How to Sort/Arrange Items Under an Item Category
Note: This needs to be managed from the ItsaCheckmate Portal. Please login to your ItsaCheckmate Portal and follow the steps below.
Click on Menu Management on homepage > Click on Sort Menu
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To sort Categories:
Drag and drop Category to desired space > Click Save > Click Push to Ordering Platform
To Sort Items within a Category:
Drag and drop Item to desired space > Click Save > Click Push to Ordering Platform
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How to Edit an Item Category
Go to Items
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Click on Categories > Find the category you wish to edit > Select … and Rename
Rename the category > Select Save
How to Add a Modifier Group
Go to Items
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Click on Modifier > Click on Create a Modifier Set
Update the Modifier Group name > Add Modifiers with Prices > Click on the Location to tag the modifier set > Click on Save
How to Edit a Modifier Group
Go to Items
Click on Modifier > Search and Click on Modifier > Edit Modifier information > Click Save
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How to Remove/Delete Modifier Group
Note: No option to Remove/Delete Modifier group. Items must be unchecked or untag from the Item list
How to Arrange/Sort Modifier Groups
Note: This needs to be managed from the ItsaCheckmate Portal. Please login to your ItsaCheckmate Portal and follow the steps below.
Click on Menu Management on homepage > Click on Item > Click on Sort Modifier Groups > Drag and drop item to desired place > Click Save
How to Change the Min/Max options for the Modifier Group
Go to Items
Click on Item Library > Search the Item > Click on Edit
Scroll down to Modifier Sets section > Select the modifier group > Click on Customize
Update the count for Required & Maximum selection > Click on Done
How to Edit Modifier Price
Go to Items
Click on Modifier > Search and click on Modifier
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Edit the Modifier Price > Click Save
How to Arrange/ Sort Modifiers
Modifiers will appear in the order that they appear in the POS under the Modifier Set.
To rearrange modifiers, go to Items > Modifiers > select the Modifier Set
Select the “hamburger” icon and drag and drop the modifiers in the order you would like them to appear on the menu
How to Remove/Delete Modifiers
Go to Items
Click on Modifier > Click on the Modifier Set > Click on the X > Click on Save
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How to Edit Tags
Go to Items
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Click on Item Library > Search the Item > Click on Edit
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Scroll down to Custom Attributes section>
To edit existing tag > Click on True/False toggle button > Click Save
To add new tag > Update the Custom Attribute field, Attribute type field and Value field > Click on Add
How to Edit Tax Rate (Individual Item Level Tax & Location-based Taxes)
Go to Items
Click on Sales Taxes > Click on Apply to Items
Check/ Uncheck items you would like the tax applied/ unapplied to > Click Apply to Items
Menu Updates and Ongoing Maintenance: Miscellaneous
How to Set Regular Hours
Note: This needs to be managed from the ItsaCheckmate Portal.
Click on Hours > Click on Regular Hours > Click on Edit > Update the hours as needed
Update the hours as needed > Click Save > Click Push to Ordering Platform
How to set Holiday/ Special Hours
Note: This needs to be managed from the ItsaCheckmate Portal.
Click on Hours > Click on Special/ Holiday Hours > Click on Edit > Update the hours as needed
Update the hours as needed > Click Save > Click Push to Ordering Platform
How to Set Kitchen Prep Time
Note: This needs to be managed from the ItsaCheckmate Portal.
Click on Hours > Click on Kitchen Prep Time > Click on Edit
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Update Prep Time minutes > Click on Save > Click on Push to Online Platforms
How to set Time Specific
NOTE: If you have integrated Ordering Platforms that allow for time-specific prep time, you will have the option to uncheck the “use default prep times” button which will expand the days of the week.
Click on Hours > Click on Kitchen Prep Time > Click on Edit > Uncheck Use Default Prep Time
Set Day Prep Time for each day of the week as you like > To set Prep Time based on time of day, check By Time Period:
a) Enter start and end time
b) Set prep time next to that time rance
c) Select '+' to add more time ranges for that day
Repeat above steps for each day of the week > Click Save when finished
For Ordering Platforms that do NOT support time-specific prep times, their logo will appear below the Default Prep Time section and will only use the default time which applies to all days of the week.
For Ordering Platforms that DO support time-specific prep times and for which time-specific prep times are set, their logo will appear below the Time Specific Prep Time section making it easier to distinguish which OP is using which type of prep time.
How to Mark the Location or Order Platform Online/ Offline in ItsaCheckmate Portal
NOTE: This process must be completed in the ItsaCheckmate Portal.
Click on Menu Management:
To mark Location online/ offline > Toggle the Online button next to the Location Status
To mark Ordering Platforms online/ offline > Toggle the Online button next to the Ordering Platform(s)
Once complete, click on Push to Ordering Platform
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