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MPJH

How do I delete an item?

How do I delete an item? Please don't use the term CSV as I have no idea what that is and can't find it explained anywhere on Square.

 

Also - I don't have retail 'items' - just 'services'. What's the best way to add services so that, at check-out, we just click on a service?

 

Also - what's the best way to use a credit card to prevent no-shows?

 

Thanks

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ryanwanner Super Seller

Re: How do I delete an item?

Best Answer

Hello @MPJH 

 

The only reason I'm mentioning a CSV file here is to tell you you don't need to worry about it. 🙂

 

All item (for the sake of setup, all your services will be called items!) management is done in your web dashboard. Log in and go to the Items section. A list of all your items you have for sale will be listed on this screen.

 

To Delete an item: Click on the item you want to delete. On the next screen that pops up, look for the red Delete button in the upper right hand corner. All your prior sales reports will still show that item sold so you don't have weird numbers, but you won't be able to use that item again without re-entering it.

 

To Enter an item: From your main item screen, click on the Add Item button. Follow along all the entry boxes to set your pricing, taxes, modifiers, etc. Save it and it will show up on all your Point of Sale devices pretty much immediately.

 

You can also create items directly from the Point of Sale app, which may be easier for you. I do recommend using the web dashboard for item management though because it's a little easier for multiple entries. If you are entering a lot of items at once, you can always download your item library to excel, add everything at once, and upload the file. (See, no CSV! 😄 ) Check out this help file for this trick.

 

To use a credit card to prevent no-shows, I would recommend looking at either Square Appointments (which I don't use so I can't help you here unfortunately) or Invoices where you request a deposit.

 

Happy selling!

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ryanwanner Super Seller

Re: How do I delete an item?

Best Answer

Hello @MPJH 

 

The only reason I'm mentioning a CSV file here is to tell you you don't need to worry about it. 🙂

 

All item (for the sake of setup, all your services will be called items!) management is done in your web dashboard. Log in and go to the Items section. A list of all your items you have for sale will be listed on this screen.

 

To Delete an item: Click on the item you want to delete. On the next screen that pops up, look for the red Delete button in the upper right hand corner. All your prior sales reports will still show that item sold so you don't have weird numbers, but you won't be able to use that item again without re-entering it.

 

To Enter an item: From your main item screen, click on the Add Item button. Follow along all the entry boxes to set your pricing, taxes, modifiers, etc. Save it and it will show up on all your Point of Sale devices pretty much immediately.

 

You can also create items directly from the Point of Sale app, which may be easier for you. I do recommend using the web dashboard for item management though because it's a little easier for multiple entries. If you are entering a lot of items at once, you can always download your item library to excel, add everything at once, and upload the file. (See, no CSV! 😄 ) Check out this help file for this trick.

 

To use a credit card to prevent no-shows, I would recommend looking at either Square Appointments (which I don't use so I can't help you here unfortunately) or Invoices where you request a deposit.

 

Happy selling!

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shawk12557

How do I update an item

This reply was created from merging an existing thread.

 

How do I delete or update an item

 

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Admin

Re: How do I update an item

Hey @shawk12557! I'm adding your post here so you can read the steps to delete an item.

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