Initial Set up

Log in to Square using valid credentials

Open URL to login to POS https://squareup.com/login > Enter the Login Credentials

Open

Under Home page, Click on Items to view the menu

Open

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

Enter Name of item

Update the Item description under Description

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.

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.

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

Click on Item Library > Search the item name > Click on Edit

Update item description in the Description field > Click on Save

How to Add an Image/Photo

Go to Items

Click on Item Library > Search the item name > Click on Edit 

Click on Point of Sale tile icon > Click on Add Image >

Select the Image/Photo > Click on Done

How to Add/Edit 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 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

Check the box next to the corresponding Location [My Business is used as the Location in the example below] option > Click Save

How to Mark an Item Out of Stock

Go to Items

Click on Item Library > Search & Click on the item name

Scroll down to Variation Section > Click on Add low stock alert under stock > Click Done

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 Add Tags

Go to Items

Click on Item Library > Search & Click on item

Scroll down to Custom Attributes section > Click on Add custom attribute

Update the Custom Attribute field, Attribute type field and Value field > Click on Add

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 

Update the name under Category Name field > Click on Save (You may also Assign items directly using Save and Assign Items option)

Menu Creation: Modifiers & Modifier Groups

How to Add a Modifier Group

Go to Items

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 the Price of Modifier

Go to Items

Click on Modifier > Search and click on Modifier

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 make a Modifier as Default/Preselect

Go to Items

Click on Item Library > Search & Click on Item

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

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

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

Scroll down to Modifier Sets section > Select the modifier group > Click on Customize

Update the count for Required & Maximum selection > Click on Done

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

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  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

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

Input Tax details > Click on Save

Click on the Apply to Items

Select Items for Tax > Click on Apply to Items

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

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.

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 Variations section and select “Edit Variation details”. A new “Edit Variation” dialog box (shown below) will appear on the screen.

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

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

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 Edit an Item Category

Go to Items

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

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

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

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

How to Edit Tags

Go to Items

Click on Item Library > Search the Item > Click on Edit

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

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