How to create category in iPad Square POS app?

[Kija]

I have Square POS app in my iPad and I am trying to create a new category on my iPad I am not finding a way to do that. 

[isabelle · Accepted solution]

Hey @Kija!

Welcome to the Seller Community.

Apologies for any confusion. Here are the instructions on how to create categories and organize your items within the Square app on an iPad:

1. Tap the three horizontal lines in the navigation bar.
2. Tap Items > Categories.
3. Select the category you would like to delete > Edit Category.
4. Tap Edit > the + icon > Edit Categories.
5. To create a new category, tap New Category > enter a name. To edit a category, tap the name > make your changes.
6. Tap Save.

To move items into categories:

Tap the three horizontal lines in the navigation bar. Tap Items > Categories. Select the category you would like to move items to > Edit Category. Select the items you’d like to move > Save.

Learn more about managing items and categories from your Square app, or feel free to reply back with any questions. 

[WHUR]

How do I add a category to items in "online checkout"?  They come up as "uncategorized" in reports.

[JustinC]

Categorizing items for checkout links shouldn't be any different than Isabelle's steps above. 

Have you checked if your items are categorized? @WHUR

[WHUR]

When I go to items, the "online checkout" items are listed.  When I go to "online checkout" there is no option to assign a category that I can see.

[JustinC]

Categorizing items cannot be done from the Checkout link tab, only from the Items Tab. As long as your items are properly categorized, Reports will reflect as such. 

I would reach out to CS so they can take a deeper look and see why your Checkout link sales are not being categorized. 

@WHUR

[WHUR]

Will Do. Thank you