Ecommerce: Square Point of Sale (POS)

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Note: this feature requires an Ecommerce Unlimited plan.

Square Point of Sale (POS) allows you to accept payments and synchronize both online and physical sales so inventory and order information remain up to date.

Note: in order to use this app, you must have a Square account. Sign up for an account here.

 

Existing Square Merchant – Create Your Online Store

Log in to your Square account and in your Dashboard, click Apps.

Click Visit App Marketplace and select the Ecwid app.

You will be brought to a list of permissions, click “Allow.”

Enter your information to create a new Ecwid store. This new store will be loaded with your Square products.

 

Connect your Without Code Ecwid Store to Square POS

In your Without Code site, you can connect your store with a Square POS system to sync your digital and physical sales.  Click on the Ecommerce tab, click Other Channels and select Square.

Select “Connect Square.” Log in to your Square account and click “Allow” on the permissions page.

Under Data synchronization, click to sync your inventory. Your Without Code store and the Square POS will now be connected.

Note: this feature requires an Unlimited Ecommerce plan.

 

Available Actions

  1. You can add your Square store inventory to your Without Code store by selecting “Import products from Square.”
  2. You can also add inventory to sell offline in your physical location by exporting products from your Without Code store to Square.
  3. You can disconnect your Square store by clicking “Disconnect current account and disable Square Payment.”

 

Synchronizing your Without Code Store and Square

If you created your store through Square, you have the option of synchronizing the catalog, inventory, and orders between the Without Code store and Square.

 

Importing Products from Square to your Without Code Store

Existing Products

You can import up to 250 products from Square to your Without Code store. Transferring existing products will import the following information:

  • SKU
  • Name
  • Price
  • Image
  • Description
  • Options with titles and price modifiers
  • Category

To import from Square, open up your Without Code site and select the Ecommerce tab, click on Other Channels and select Square. Then select “Import products from Square.”

 

New Products

When transferring a new product created in Square, the following information will be imported:

  • SKU
  • Name
  • Price
  • Stock level
  • Image
  • Description
  • Options with titles and price modifiers
  • Variations
  • Category

 

Product Updates

Stock levels sync automatically between your Square and your Without Code store, but other product changes made in Square, such as price, name, etc., must be updated manually (including the deletion of a product).

To update, select the Ecommerce tab, click Catalog and select Products.

Locate the product you want to update and delete it. Then select All Sales Channel and click Square.

Select “Import products from Square” to sync the product detail updates made in Square.

Note: If you delete a product in Square, you must remove it manually from your Without Code store.

 

Exporting Product from your Without Code Store to Square

You can export products from your Without Code store to Square (this will allow you to sell products at your physical location. Select All Sales Channels and click Square. Select “Export products.”

The following information will be exported:

  • SKU
  • Name
  • Price
  • Stock level
  • Description
  • Options with titles and price modifiers
  • Variations
  • Category

 

Product Updates

Stock levels sync automatically between your Without Code store and Square, but other product changes made in your Without Code store, such as price, name, etc., must be updated manually (including the deletion of a product).

To update products, open you your Square Dashboard, select Items.

Locate the product you want to update and delete it. Then return to your Ecwid store, click All Sales Channel and click Square.

Select “Export products” to sync the product detail updates made in Ecwid.

Note: If you delete a product in Square, you must remove it manually from your Without Code store.

 

Synchronizing Inventory and Orders

Inventory and orders can be automatically synced between your Without Code store and Square by following these steps

Inventory

  • Enable “Sync your inventory and sell offline with Square Register”
  • Ensure products have matching SKU numbers in both your Without Code store and Square

If you make a physical sale through Square, your online stock count will update within minutes and vis versa for online purchases made through your Without Code store.

 

Orders

  • Enable “Sync your inventory and sell offline with Square Register”
  • Ensure order was paid for with Square payments

Orders created with Square won’t be in your Without Code Store, but the inventory will automatically update.

 

Setting Location for Pickup Orders

If you have multiple locations for order pickup, you can synchronize online and physical location orders by assigning a pickup location for each option within your Without Code store. This will ensure that when a customer selects their pickup option online, the order is associated with the proper location in Square.

Within your Without Code store, select Shipping & Pickup.

Click “Add Pickup Option.”and entire the name, instructions, and pickup date/time within the pickup option. Pick the appropriate store address (these addresses must be added and activated locations in your Square Dashboard).

 

 

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