Initial Set up
Log in to Square using valid credentials
Open URL to login to POS https://squareup.com/login > Enter the Login Credentials
Under Home page, Click on Items to view the menu
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