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Hi Sellers! 👋
We’ve made it faster and easier to manage your items and modifiers directly from your Restaurant POS.
Overview
Today, restaurant operators and managers create and manage items from their Square Dashboard. Now, with the Items applet, you can manage your items directly from the Restaurant Point of Sale (POS). Updates made on the POS always stay in sync with Square Dashboard so you can spend less time in the back and get back to your guests.
View and modify your items, modifiers and categories, update the POS layout, and sync inventory availability across Points of Sale (POS) and Dashboard all from the Items applet.
For instructions on setting-up items visit the Create and Manage Items Online support center article.
Definitions
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Applet: A module that performs specific tasks, embedded within the Restaurant Point of Sale (POS) app.
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Items Applet: The Items applet is a module within the Square Restaurants POS where you can manage your items. You can view and update items, modifiers and categories.
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Item Library: Where you can view and edit all your items and variations in one place. This is found on the POS and in Dashboard.
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Item: Anything you sell that has a measurable inventory level. This can be a menu item such as a muffin, a burger, or a cocktail. Items can have variations to represent sizes, and modifiers such as ‘extra cheese’ or ‘no cheese’.
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Square Dashboard: Your online Square Dashboard gives you access to the tools you need to manage your daily business operations, including your items.
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POS: Point of Sale. The device used to take orders and payments.
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Availability: The status of an item or variation. An item can be available or marked as sold out. If the item/variation has stock greater than 0, then it is considered available. If the item/variation has stock count less than 1, then it is considered sold out or unavailable.
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Stock: Stock measures the quantity of the item on hand. If the item/variation has a stock count greater than 0, then it is considered available. If the item/variation has a stock count less than 1, then it is considered sold out or unavailable.
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86’ing: To mark an item or modifier sold out/out of stock temporarily.
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Committed Inventory: Stock or item in your inventory that’s been ordered (or committed). Knowing this enables sellers to track inventory and make sure a customer doesn’t order something that’s out of stock, and to prevent accidental over or double-ordering.
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Modifier: Item modifiers are used to customize pre-existing items by editing, modifying, or specifying to the kitchen a change to a pre-existing item. Modifiers can also add to the cost of the item if necessary. For example: add cheese for $0.75, no mushrooms. Modifiers do not decrease inventory counts unlike variations that do decrease inventory counts when inventory management is turned on.
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Variation: Item variations are added to items during the creation process and are most commonly used for sizes to create multiple price points for a single item. For example: a small salad and a large salad, the variations are “small” and “large”. Variations will reduce your inventory count if you’ve enabled inventory management, unlike item modifiers that don’t reduce inventory.
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Category: Categories are groupings of items that you set up that help make your workflow streamlined. Categories simplify your item library and sales reports, and they give you control over what and when items are sent to certain printers. Once you’ve created your categories, you can assign them to be sent to individual printers. For example, all of your drinks can be sent to the bar printer, while all appetizers, mains, and desserts can be sent to your kitchen to make sure no tickets get lost in the shuffle of running your restaurant.
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More Definitions: Didn’t find what you were looking for? Checkout this page with more definitions.
How does the new functionality affect pre-existing workflows?
Marking an item as unavailable:
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Before
After
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Tracking stock of an item:
* You can only disable stock tracking from Dashboard. If you are tracking stock for an item and want to disable stock tracking to simply mark as available/unavailable, they have to disable stock tracking in Dashboard first. |
Before
After
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Marking an item available at the end of the day:
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Before
After
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Access to Item Availability modal:
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Before → After |
Count on the tile will represent the variation:
* In a future update (along with navigation redesign):
* The count is based on the stock that is Available to sell only |
Before
Before → After
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Stock and availability status sync with Dashboard and Square Online
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Best Practices
The new functionality introduces consistent item and variation stock management across POS, Dashboard, and Square Online. This also means you have a single source of truth to manage the stock or availability of your items on Square.
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When you start tracking stock for an item or variation, stock tracking is enabled. Stock tracking can only be disabled from Square Dashboard which means that to mark an item with stock tracking on as unavailable or sold out, you need to turn off stock tracking or change stock to 0. To easily mark items as sold out, it is recommended that you do not change stock tracking on/off for a given item or variation.
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To see the list of items that are sold out or unavailable, navigate to the Items applet home by going to Account → Items (iOS), Utilities → Items (Square Register), or Items (Consumer Android or T2). Each item that is sold out or unavailable will have a red tag under the name.
- Labels:
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Square Restaurant POS
Hey there @Dsandwr. There are some sellers we need to turn this on for, and I checked and see that Craft and Gather is one of them. If you'd like, I can get this process started. First, can you please confirm you'd like to move ahead with updating to managing items this way? If so, simply reply yes here. Thanks!
Hey @Dsandwr I am sorry you are having issues finding the items applets. Let's make sure your device is up to date as well. Also, try deleting and reinstalling the app. If you are still not seeing it lets reach out to our Support Team at 1-855-700-6000 squ.re/contactsqsupport. If you need anything else let us know.
Hey there @Dsandwr. There are some sellers we need to turn this on for, and I checked and see that Craft and Gather is one of them. If you'd like, I can get this process started. First, can you please confirm you'd like to move ahead with updating to managing items this way? If so, simply reply yes here. Thanks!
yes, as long as it has the ability for permissions. I don't want all staff to have access to pricing changes.
Great! We will get this process rolling. Please note it may take a few days to see the updates. Thank you!
I would like to add this option to my POS. How do I proceed?
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Hello, how do I turn this on on the Square Register with Square for Restaurants?
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Hi @aromaitalia and @jjip 👋
I'm sorry to hear you've had trouble accessing this new feature!
If you're using the Square Register, please check that your software is up to date by tapping > Settings > Hardware > General > About Register. Tap Software Update. If there's no update, your software is up to date. If this doesn't work for you, give our Support Team a call at 1-855-700-6000 or message in here: squ.re/contactsqsupport so we can take a closer look.