How to Set Up Your Online Store

Learn how to make your store available online, set up payments and taxes, free shipping, and where to view your orders.

Rianna Ramirez avatar
Written by Rianna Ramirez
Updated over a week ago

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

Step 4 - Complete Ecommerce Settings.

Step 5 - Add Products to Your Online Store.

Step 6 - Sync Menu Items to 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)

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

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