Do items I create from my computer automatically sync to my iPad?

[cupcake]

Hey,

Can I fill out my items on my computer, and then add them to my ipad? If so, how? Can I use my ipad and just add them on it directly? I want to be able to use my tablet for wholesale orders, being able to send a invoice too. 

This kind of thing is tough for me. Any help I would really appreciate.

[VanKalkerFarms]

Whatever items you create on your Dashboard online will feed onto your iPad Square Register app and vice versa. You can send invoices on your iPad. 

[cupcake]

Hi Van,

Thanks for replying. Glad to hear it as I wanted to add everything on my computer. Much easier. So I have another questions. When I am sitting with a customer, is there an area she can see the product photo as I make the order with her? Where do I go, the dashboard? I already have a website so I don't need a square website. Not sure how I add the items she wants, and then do the check out. 

Thanks for any help you can give.

Alexandra

[VanKalkerFarms]

Normally you'd use your iPad when working with a retail customer. Are you selling items from your website in person? I suppose you could show your customer the items there and then make an invoice on the computer or ring up a regular sale on your iPad. 

[cupcake]

Hi Van,

I will be doing a wholesale show this week selling my products to retailers. At the booth I have only samples. The retailer chooses what they want, and pay for the order there at the show. I saw the area for an invoice but then I would still have to add my products somewhere in square? Right?

Thanks

[VanKalkerFarms · Accepted solution]

Whether you use invoices or ring up a sale like you would in a normal retail environment, you would want to create items. If they're expected to pay you at the time of the sale, I personally would use the retail interface. If they'd be paying at a later date, you'd send an invoice. 

[cupcake]

Thanks Van!!

You have been so helpful and most kind to take the time to answer my questions!

Wishing you a wonderful New Year!

Alexandra

[auxiliary]

Our Item Library didn't sync with our iPad.  What did we do wrong?

[Chad]

Hey @auxiliray, is there any chance you might have a second account? I've seen this happen a few times where people have multiple accounts or created a second account by accident. Try logging out of the app and your Dashboard to check! 

I'll keep an eye out for your reply. 

[ChefB]

I'm having the same problem. Created item list on computer but it's not showing the items on my ipad but it shows the categories I created for the items but not the items.

[auxiliary]

We had forgotten to set up our Ipad with the dashboard.  Once we did this, everything we enter on our dashboard syncs with our Ipad.