Initial Set up

Log in to Square using valid credentials

Go to https://squareup.com/login > Enter the Login Credentials to Login into Square

Menu Creations: Items

How to Add a New Menu

Create items in Dashboard

To create items from your Item Library in Dashboard:

1. From your online Square Dashboard, go to Items & Orders > Items to open your Square Item Library.

2. Click Create an Item.

3. Click the Item type dropdown menu and choose an item type.

4. Enter item information such as a name, description, and image.

5. Set up any of the following item features and click Save when finished.

Watch how to add items in action here:

How to Add an Alternate Item name in POS

Follow the steps below 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

1. Go to the online Square Dashboard.

2. Navigate to the item library.

3. Select Custom Attributes.

4. Click the Create a custom attribute button.

5. Enter the Custom Attribute (i.e. Name) and Attribute Type (text, number, selection, toggle).

6. Click Add to create the custom attribute.

To add the custom attribute to existing items, you will need to edit the applicable items and add the custom attributes.

How to add an Alternate Item Name in POS

1. Go to the online Square Dashboard.

2. Navigate to the item library.

3. Select an item from the Item Library.

4. Scroll to the section labeled Custom Attributes, below the Modifier Sets section.

5. Select Add custom attribute.

6. Enter in the Custom attribute, Attribute type and Value.

7. Select Add  or if you want to enter in additional custom attributes for the item, use the Create and Add Another button.

8. Once you have added all the custom attributes, Save the Item changes.

How to Add/Edit an Item Details

Follow the steps below to Add/Edit:

• Item details

• Description

• Price

• Photos/Images

• Item visibility for locations

How to Mark an Item Out of Stock

How to Archive/Delete an Item

How to Add Tags

Tags are considered as Custom Attributes for items. Follow the steps below to add Tags:

Step 1: Go to Item Library > Search & Click on item

Step 2: Scroll down to Custom Attributes section > Click on Add custom attribute

Step 3: Update the Custom Attribute field, Attribute type field and Value field > Click on Add

How to Sort/Arrange Items under an Item Category

This needs to be managed from the Checkmate Portal. Learn how to sort items here.

How to Add an Item Category

Menu Creation: Modifiers & Modifier Groups

Create Modifiers

Follow the steps below to create new Modifiers:

How to Edit the Price of Modifier

How to Arrange/ Sort Modifiers

Modifiers will appear in the order 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 > Modifier > Click on the Modifier Set > Click on the X > Click on Save

How to Remove/Delete Modifier Group

How to Arrange/Sort Modifier Groups

This needs to be managed from the Checkmate Portal. Learn how to sort items here.

Change the Min/Max/set default modifier for the Modifier Group

Menu Creations: Miscellaneous

Set Store Operation Hours

Store operation hours need to be updated in the Checkmate portal. Learn how to:

• Set/Update Delivery Hours

• Set Special/Holiday Hours

How to set Kitchen Prep Time

Kitchen prep time needs to be updated in the Checkmate portal. Learn how to update kitchen prep time here.

How to Add Tax Rate (Individual Item Level Tax & Location-based Taxes)

Set up tax rates for your in-person operations from either your Dashboard or Square app.

Note: In-person rates can also be applied to some Square Online order types.

1. From your Square Item Library, select an existing item or create a new one.

2. Under Details, select Taxes.

3. Toggle on Non-taxable item if you don't want the item to be taxed. Toggle it off to apply specific tax rates you've created to the item. Click Done.

4. Click Save when finished.

If you've listed the item as non-taxable, taxes won't be auto-applied to the item on any orders across Square Online or Square Point of Sale.

Note: Sales tax and custom taxes will automatically apply to sales where a custom amount is entered. To disable taxes for custom amounts, visit your tax settings in the app.

Watch how to add Taxes in action here: