Please review and complete the checklist below to prepare your Square Point-of-Sale for syncing with your Ordering Platforms.
Menu Settings
Items
Enable Items To Be Visible Online
All items and modifiers that need to be included in the ordering platform menu(s) must be marked as available online for the location by doing the following:
Go to Items → Item Library → Go to Item to mark as visible
Scroll down to Locations → check the box next to the correct Location [“My Business” in the example below] → Click Save
Repeat for every Item and Modifier that you would like to make visible
Reconcile Menu Items To Have Unique Names
Review the menu for items with the same name but different item IDs – Unique menu items must have unique names. If you are integrating more than one menu and there are duplicate items across multiple menus, please update the items to have unique names.
Add Menu Item Descriptions & Images
To add menu item descriptions as you would like them to appear online:
Go to Items → Item Library → Select Item → Edit the description in the Description box → Click on Save Icon on the right bottom of the screen
To add menu item images as you would like them to appear online:
In the item, select Edit under the Point of Sale tile → Upload the Image → Select Done
Tag All Menu Items (For Customers Selling Alcohol Online)
Do you sell alcohol? If so, the following tags must be used for tagging ALL items in your menu:
TAG | ITEM TYPE |
Alcoholic drink without food | Alcoholic drinks sold on their own |
Alcoholic drink, including food | One item including an alcoholic drink with a food item |
Non-alcoholic food item | Regular food items sold on their own |
Non-alcoholic drink item | Non-alcoholic drink items sold on their own |
Non-edible item | Items that are neither food nor drink (Ex. Retail, Gift Cards, Paper Supplies, etc.) |
Step 1: Create the applicable tags (from the table above) under Custom Attributes
Go to Items → Custom Attributes → Create custom attribute
Scroll down to the Custom Attributes section → Click on Add Custom attribute
Enter the tag under Attribute name → Set Attribute type to Toggle → Click Add
Repeat these steps for all applicable tags
Step 2: Apply the applicable tag (custom attribute) to EACH ITEM in your menu
Go to Item Library → Select Item
In Edit Item mode, scroll down to Variations → Activate the radio button for the relevant alcohol tag to True.
Click Save
Note: This must be done for ALL ITEMS in your menu if you serve alcohol online.
Modifiers
Reconcile Modifier Names To Have Unique Names
If you must include same-name modifiers within a shared modifier group, differentiate between same-name modifiers by adding a punctuation mark or number in front of or after the modifier name
For Example: If there are two modifiers with the name “Steak”
Modifier 1: Steak
Modifier 2: Steak. Or 2. Steak
Remove All Nested Modifiers (modifiers with modifier groups)
| Example | Correction |
Item | Burger | Burger |
Modifier Group | Cheese | Choose your cheese |
Modifier | Choose your cheese | Swiss |
Nested Modifier | Swiss |
|
Once you have completed these steps, please notify your Onboarding Specialist so we can complete the process and schedule the integration to go live as soon as possible
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