Connecting Square for Retail Point of Sale - Revision history

Admin: /* Fixing Problems */

2023-09-22T00:51:31Z

Fixing Problems

Admin: /* Performing an Initial Synchronization */

2023-09-22T00:26:31Z

Performing an Initial Synchronization

Admin: /* Performing an Initial Synchronization */

2023-09-22T00:23:40Z

Performing an Initial Synchronization

Admin: /* Performing an Initial Synchronization */

2023-09-22T00:20:20Z

Performing an Initial Synchronization

Admin: /* Activating the Square for Retail Sales Channel */

2023-09-22T00:19:55Z

Activating the Square for Retail Sales Channel

Admin: /* Activating the Square for Retail Sales Channel */

2023-09-21T23:03:24Z

Activating the Square for Retail Sales Channel

Admin: /* Activating the Square for Retail Sales Channel */

2023-09-21T23:01:14Z

Activating the Square for Retail Sales Channel

Admin at 22:59, 21 September 2023

2023-09-21T22:59:35Z

Admin at 22:56, 21 September 2023

2023-09-21T22:56:38Z

Admin: Created page with "Connecting your Spiffy Store"

2023-09-21T22:30:12Z

Created page with "Connecting your Spiffy Store"

New page

Connecting your Spiffy Store

← Older revision		Revision as of 00:51, 22 September 2023
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	Once a product has been synchronized, a '''POS''' tag should appear next to the product's title so that you know it has been synchronized.		Once a product has been synchronized, a '''POS''' tag should appear next to the product's title so that you know it has been synchronized.

−	If there's a problem with a particular product, you're able to force a synchronization for just that product by going to the product page	+	If there's a problem with a particular product, you're able to force a synchronization for just that product by going to the product page, and clicking on the '''POS Synchronize (Square)''' button.

← Older revision		Revision as of 00:26, 22 September 2023
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	This initial synchronization generally only needs to be done once. Once the products have been pushed to the Point of Sale system, any changes to the product, will automatically be reflected in the Point of Sale system. This extends to products being deleted or created, variations being updated and even new images being added to a product.		This initial synchronization generally only needs to be done once. Once the products have been pushed to the Point of Sale system, any changes to the product, will automatically be reflected in the Point of Sale system. This extends to products being deleted or created, variations being updated and even new images being added to a product.
		+	== Fixing Problems ==
		+	Once a product has been synchronized, a '''POS''' tag should appear next to the product's title so that you know it has been synchronized.
		+
		+	If there's a problem with a particular product, you're able to force a synchronization for just that product by going to the product page

← Older revision		Revision as of 00:23, 22 September 2023
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	Click on this button to initiate the synchronization task. This will be done for you in the background, and you'll be sent an email showing you the results of the synchronization. Please be aware that the actual synchronization may take some time, depending on how many products you need to synchronize and how busy the Square servers are.		Click on this button to initiate the synchronization task. This will be done for you in the background, and you'll be sent an email showing you the results of the synchronization. Please be aware that the actual synchronization may take some time, depending on how many products you need to synchronize and how busy the Square servers are.

−	If you are synchronizing a subset of your products using a collection, then all products that are not in that collection will be deleted from the Square for Retail Point of Sale system.	+	If you are synchronizing a subset of your products using a collection, then all products that are not in that collection will be deleted from the Square for Retail Point of Sale system. If you select ''No Products'', then all products will be removed from the Square for Retail Point of Sale system.
		+
		+	This initial synchronization generally only needs to be done once. Once the products have been pushed to the Point of Sale system, any changes to the product, will automatically be reflected in the Point of Sale system. This extends to products being deleted or created, variations being updated and even new images being added to a product.

← Older revision		Revision as of 00:20, 22 September 2023
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	Once you've activated and configured your Square for Retail Sales Channel, you will need to perform an initial synchronization to push all your selected products to the Square system. This is done from the ''Products'' page. On the right-hand side of the page, you'll find a set of ''action'' buttons, and in that list there should be a '''POS Synchronize (Square)''' button.		Once you've activated and configured your Square for Retail Sales Channel, you will need to perform an initial synchronization to push all your selected products to the Square system. This is done from the ''Products'' page. On the right-hand side of the page, you'll find a set of ''action'' buttons, and in that list there should be a '''POS Synchronize (Square)''' button.

−	Click on this button to initiate the ~~synchrnoization~~ task. This will be done for you in the background, and you'll be sent an email showing you the results of the synchronization. Please be aware that the actual synchronization may take some time, depending on how many products you need to synchronize and how busy the Square servers are. If you are synchronizing a subset of your products using a collection, then all products that are not in that collection will be deleted from the Square for Retail Point of Sale system.	+	Click on this button to initiate the synchronization task. This will be done for you in the background, and you'll be sent an email showing you the results of the synchronization. Please be aware that the actual synchronization may take some time, depending on how many products you need to synchronize and how busy the Square servers are.
		+
		+	If you are synchronizing a subset of your products using a collection, then all products that are not in that collection will be deleted from the Square for Retail Point of Sale system.

← Older revision		Revision as of 00:19, 22 September 2023
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	Make sure you go through and finish the setup for your Square account and do the basic configuration steps for your Point of Sale system.		Make sure you go through and finish the setup for your Square account and do the basic configuration steps for your Point of Sale system.
	== Activating the Square for Retail Sales Channel ==		== Activating the Square for Retail Sales Channel ==
		+	In order to connect your Spiffy Store Square for Retail Sales Channel to your Square account, just click on the ''Activate'' button. You'll be taken to the Square site, and you'll be prompted to login to your Square account. Once that has been done successfully, you'll be redirected back to your Spiffy Store Sales Channels page.
		+
		+	Your Square for Retail Sales Channel should now be active.
		+	== Configuring the Square for Retail Sales Channel ==
		+	The name of your Square account should appear in the '''Account:''' field. Next to the name, you'll find an ''edit'' link. Click on this to edit your configuration.
		+
		+	You have two options to configure.
		+
		+	# The default location for your Point of Sale system can be chosen from the drop-down if you have more than one location defined in your Square for Retail account.
		+	# You can specify the products that you want to synchronize with your Square for Retail point of sale system. The default option is to synchronize all products, but you can also choose to synchronize only the products in a certain collection. You can create hidden collections to manage the specific products that you want to be available on your point of sale system, and you can even use Super Collections to build dynamic collections of products (such as all products with the 'POS' tag). You can also choose to disable synchronization by selecting the 'No Products' option.
		+
		+	Click the ''Update'' button to save your choices.
		+	== Performing an Initial Synchronization ==
		+	Once you've activated and configured your Square for Retail Sales Channel, you will need to perform an initial synchronization to push all your selected products to the Square system. This is done from the ''Products'' page. On the right-hand side of the page, you'll find a set of ''action'' buttons, and in that list there should be a '''POS Synchronize (Square)''' button.
		+
		+	Click on this button to initiate the synchrnoization task. This will be done for you in the background, and you'll be sent an email showing you the results of the synchronization. Please be aware that the actual synchronization may take some time, depending on how many products you need to synchronize and how busy the Square servers are. If you are synchronizing a subset of your products using a collection, then all products that are not in that collection will be deleted from the Square for Retail Point of Sale system.

@@ Line 5: / Line 5: @@
 Go to the 'Preferences -> Sales Channels' page. This will show you if you currently have access to the Square for Retail Sales Channel on your current plan. If necessary, you can subscribe to a ''Point of Sale'' add-on to give you access to a single Point of Sale sales channel.
-== Activating the Square for Retail Sales Channel ==
+== Signing up for a Square for Retail account ==
 You should first make sure that you have a Square account and have signed up for the Square for Retail Point of Sale product. You can get started here -
 [https://squareup.com/au/en/point-of-sale/retail https://squareup.com/au/en/point-of-sale/retail]

← Older revision		Revision as of 23:01, 21 September 2023
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	== Activating the Square for Retail Sales Channel ==		== Activating the Square for Retail Sales Channel ==
−	You should first make sure that you have a Square account and have signed up for the Square for Retail Point of Sale product. You can get started here - https://squareup.com/au/en/point-of-sale/retail	+	You should first make sure that you have a Square account and have signed up for the Square for Retail Point of Sale product. You can get started here -
		+
		+	[https://squareup.com/au/en/point-of-sale/retail https://squareup.com/au/en/point-of-sale/retail]

← Older revision		Revision as of 22:59, 21 September 2023
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	Go to the 'Preferences -> Sales Channels' page. This will show you if you currently have access to the Square for Retail Sales Channel on your current plan. If necessary, you can subscribe to a ''Point of Sale'' add-on to give you access to a single Point of Sale sales channel.		Go to the 'Preferences -> Sales Channels' page. This will show you if you currently have access to the Square for Retail Sales Channel on your current plan. If necessary, you can subscribe to a ''Point of Sale'' add-on to give you access to a single Point of Sale sales channel.
		+
		+	== Activating the Square for Retail Sales Channel ==
		+	You should first make sure that you have a Square account and have signed up for the Square for Retail Point of Sale product. You can get started here - https://squareup.com/au/en/point-of-sale/retail

← Older revision		Revision as of 22:56, 21 September 2023
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−	Connecting your Spiffy Store	+	Connecting your Spiffy Store to a Square for Retail Point of Sale system is a very simple task, and you'll be able to set it up in a matter of minutes.
		+
		+	Firstly, you'll need to make sure that the you have access to the Square Sales Channel feature.
		+
		+	Go to the 'Preferences -> Sales Channels' page. This will show you if you currently have access to the Square for Retail Sales Channel on your current plan. If necessary, you can subscribe to a ''Point of Sale'' add-on to give you access to a single Point of Sale sales channel.