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      Creating and using subcategories

      Create subcategories using Custom Attributes in Square

      Square allows you to create categories and assign specific items to those categories. But sometimes you want to organize your menu into more granular groupings. For example, you may have a category called "draft beer" but want to further separate individual beers into specific styles like "Hoppy" and "Seasonal." Or perhaps you want to organize your vast taco offerings into "Carne" and "Vegetal" subcategories.

      Never fear, Porter has a way to do just that. Follow these steps to create and use subcategories to make your Porter menus as intuitive and easy to use as possible...

      Using your Square dashboard on a computer

      1. Log in to your square account at squareup.com.
      2. Navigate to the "Items > Custom Attributes" section of your dashboard.
      3. Click on the blue "Create custom attribute" button.
      4. Type "subcategory" in the Attribute name field. IMPORTANT NOTE: make sure to enter "subcategory" exactly in the Attribute name because this is how we recognize this in our code to create subcategories!
      5. Set the "Attribute type" to "Selection."
      6. Select "Allow single selection" from the Quantity options and press the blue "Add" button. subcategory set up
      7. Open your Item Library and select an item you want to assign to a sub-category.
      8. Scroll down to the "Custom Attributes" section and click the "Add custom attribute" link.
      9. Choose "subcategory" as the "Custom Attribute" and select the appropriate subcategory from the pre-existing list of subcategories.
      10. Press the blue "Add" button and then the blue "Save" button in the top right corner of your screen.

       

      Important Notes:

      • Porter does not recognize custom attributes at the variant level. So, please make sure you are add the subcategory custom attribute at the item level.
      • You can always add new subcategory names to your available list by returning to Items > Custom Attributes in your Square dashboard.
      • You can use the other attribute types (such as "text") to create subcategories, but we don't recommend it because the "Value" of your subcategory must be EXACTLY the same on every item you want to assign to this particular subcategory. Porter creates a new subcategory for every unique value you use.