Square – Beans Online Store Help

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Initial setup

8

Updating logo
Updating Terms and Conditions
Adding products
Enabling payment methods
Setting up general shipping policies
Setting up shipping zones
Setting up shipping method
Making a test order

Wholesale roles

5

Wholesale roles
Setting up wholesale roles
Restricting a product category to a wholesale role
Restricting a product to a wholesale role
Restricting variations to specific wholesale roles

Wholesale prices

5

Wholesale prices
Global discounts
Product Category Discounts
Product Discounts
User Discounts

Products

10

Product types
Simple vs variable products
Add new product
Categorizing products
Product attributes and variations
Product attributes
Product bulk update
Missing products after CSV import
Edit product variation
Improve product overview page load time

Shipping

3

Setting up general shipping policies
Setting up shipping zones
Setting up shipping method

Payments

3

Enabling payment methods
Setting up payment method
Restrict payment methods

Customers

11

Add new Customer
Place an order for a customer
Reorder a previous order
Registration form
Customize registration form
Customize email templates
Customer registration to wholesale storefront
Approving customer registration
Customer login
Accessing “My account” page
Checkout

Taxes

5

Enabling Taxes
Configuring Tax Options
Setting up tax rates
Tax Exempt a Wholesale Role
Apply different Tax Rates to Wholesale Customers

Integrations

4

List of integrations
Connect to Cropster
Synchronizing an order in Cropster
Assign Xero codes to different product categories

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Documentation

Square

Enabling payment methods
Restrict payment methods

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