How to Set Up Your Online Store

Step 1 - Complete Your Store Settings

1. Go to [STORE] dashboard, then hover over the [store] icon on the left panel.
2. Select, [Ecommerce Settings], then click the [Settings] tab.
3. Switch ON store status to activate the store.
4. Enter the required fields.
5. Save your settings.

Step 2 - Set Up Free Shipping and Taxes

• Optionally, you can offer free shipping for purchases over a certain amount. Just select the checkbox on the Free Shipping section, enter the minimum amount, then click [APPLY].

• To set up taxes, go to the [Taxes] tab. Enter the name of the tax and percentage amount, then click [Add].

Any tax that you add would "not" be automatically applied to all menu items. Click here to learn how to add tax to each menu item.

Step 3 - Set Up Payments

1. Click the [Payments] tab, then click [Start Using Square].
2. Log in to your Square account. If you don't have one yet, you can sign-up for an account here Square.

Please check How to Connect Square to Allow Customers to Checkout and Pay Online to understand how to connect Square so guests can pay for online orders. This guide covers why checkout uses Square and how to turn it on.

Step 4 - Complete Ecommerce Settings

• Set Up Checkout Options
• Set Up 3rd Party Integrations
• Set Up Printer
• Create and Enable a Discount Code

Step 5 - Add Products to Your Online Store

Please check How to Add Products to Your Online Store to understand how to add pricing details, apply a category, limit inventory, descriptions, images, and fulfillment details to your products.

Step 6 - Sync Menu Items to Square

Please check How to Sync Menu Items to Square to understand how to sync your menu items between Sociavore and Square.

Step 7 - View Orders

The [Orders] Dashboard is where you can view, track, manage, and process food orders, ticket purchases, and gift card purchases.

Here, you can:

• Search and view the orders
• Review the orders
• Process the orders
• Fulfill orders for store pickup
• Update Fulfillment Status in Bulk
• Generate reports (unfulfilled orders per item, daily report, tally report, etc)

Here is an article on how to view, manage and process orders.

To do a test purchase, check out this article on How to Do a Test Purchase Using a Discount Code.