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Square POS

J
Written by Jason
Updated over 2 weeks ago

Overview

  • How to provide access to Appfront?

  • How to enable in-store Rewards?

  • What do I need to know about Square POS Menu Management?

    • 86 items

    • Availability hours per menu items

    • Menu organization (rearrange menu items and categories)

Access to Appfront

To enable Appfront access and pull the Square menu, you will need to invite Appfront's user: support@appfront.ai as a team member

Go to team

Add team member:

Add New Location

Step 1: Enable Location's Online Fulfillment in Square

Inside your Sqaure account: Go to Fulfillment

Turn On the options for Pick Up and delivery (and save)

Step 2: Update your Online Hours

Continue from Step 1 and click Edit

Update the hours and TimeZone!

Step 3: On Appfront Portal -> Locations -> Add New Location

You will need Your Square Merchant ID.

How to get Sqaure Merchant Id?

Under Home -> Account Settings

Under Account & Settings:

Go to My Business -> Locations:

Double click on the desire location name -> end "Edit" on the pop up

Extract the Merch ID from the URL

Continue the process under Appfront Portal: https://portal.appfront.ai

Go to Locations and click on Add New Location:

Enable In-Store Rewards

Go to the Rewards program tab and build the rewards program to enable Appfront's rewards module to work in the in-store Square terminal. Once that is completed, Appfront will be linked to this rewards program.

Menu Management

Appfront syncs the menu from Square automatically. Any menu changes in Square, once saved and published, should also be updated to Appfront.

86 items on our square POS

To 86 any item in Square POS, go into the item and find the "Stock" section:

Click on "Manage stock."

Uncheck the "Available at 0 of 1 locations"

Turn on tracking, choose a reason, and set the stock count to 0

Press Done.

After refreshing the page, this should immediately remove the item from the online ordering.

Availability Hours per menu items

To set item availability hours, go into the Appfront advanced settings menu: https://portal.appfront.ai/beengo/portal#menuConfig/appMenu.

Here, you will see the menu. You can edit the timing of categories in the menu.

Open the menu by clicking on the "+"

Find the category in which you want to update the availability hours, and click it:

In the category page, you can find the "Available in Hours" section:

In the section, you can set the times of availability of this menu category

If the "Hide when unavailable" option is selected, this category will not appear in the online ordering system outside of the selected hours.

If the "Hide when unavailable" is not selected, the items in this category will show up in the online ordering menu at all times, but if they are added to the cart, they will show an error that they are not available at this time (as long as the selected future time is outside of the availability hours). You can use the "Unavailable error message" field to set the exact text of this error.

Menu organization - Rearrange menu items and categories

To change the organization of the menus, please feel free to use the three lines on the right-hand side of each category block on the advance settings menu page: https://portal.appfront.ai/beengo/portal#menuConfig/appMenu to change the order of the categories within a menu.

Changing the order of categories within a menu or items within a category is allowed, but do not move an item outside of a menu category or change the menu of a category - this will cause issues with the automatic menu sync with Toast.

TroubleShooting

Order Not Printing

Step 1: Check hours and availability

The first thing you should do is go over step #1 and step #2 in Add "New Location Section". Still doesn't work -> need to open a ticket to square.

They will need to "reset the printer's profile"

Step 2: Check your Printer Setting - Automatically Print On

Device Management:

Printer profiles:

Choose the location:

Click Edit:

Make sure this is enabeld:

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