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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.

Updated over 2 years ago

Step 1 - Complete Your Store Settings.

  1. Go to [STORE] dashboard, then hover over the [store] icon on the left panel.ย 

  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].
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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 https://www.sociavore.co/square.

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)

Here is an article on how to view, manage and process orders.
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To do a test purchase, check out this article on How to Do a Test Purchase Using a Discount Code.


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