WooSquare Plus Documentation

1.Overview #

WooSquare Plus Plugin can assist you to migrate & synchronize your merchandise between Square & WooCommerce with all the product details. Not simply that you can even integrate Square Payment Gateway at WooCommerce checkout, facilitating the method of merchandising.

With the professional version, all product knowledge may be synchronized between WooCommerce and Square POS like Price, Stock, categories, images, variations, order total.

Auto Synchronization feature helps to cut back the task, making it time efficient and making things easier. With this plugin, even refunds can be managed from Square POS to WooCommerce.

Keeping the testing innovative mind we’ve integrated the latest Sandbox Support in the payment gateway, with the latest Square API integration making it developer-friendly.

Looking for a way to get your merchandise orders synchronized from Square to WooCommerce, This plugin will exactly do that.

 

Goal

Our main aim is to provide the most convenient services to our customers. WooSquare Plus is the premium plugin specially designed to meet the customer’s requirements and the market’s needs. WooSquare Plus empowers customers to enjoy the multiple features with a fully integrated Square payment gateway.

2.Functional Requirements #

  • WordPress Account with correct credentials.
  • Installation of WooCommerce Plugin and WooSquare Plus.
  • WooCommerce Must be always ACTIVATED before using WooSquare Plus as they both are integrated
  • Active account on Square Payment Gateway with the same currency selection that is added on the wordpress payment setting. 

4.WooSquare_Plus Plugin #

WordPress Login:
  • Every registered user needs to login into their wordpress account at first by adding his login credentials, that is Username or Email ID and Password.
  • After adding the correct credentials, wordpress leads the user in to the backend portal to manage their wordpress site.

 

Upload Plugin : (For Free Version Only)
  • There are two methods by which a user can upload a new plugin in the wordpress backend. Each method has functioned in a different way:

 

Search Option: 

WP Dashboard ⇒Plugin ⇒ Add New Plugin ⇒ Search File ⇒ Results ⇒ Install Now

  • In this way, Installation of a new plugin into the wordpress backend can be done by the user in the most easy manner, for this user after successfully login into the wordpress CMS.
  • Then the user opens the plugins option available on the dashboard menu.
  • Clicking on the plugin option will open the new screen on the user dashboard. 
  • On this new screen, the Add New button is situated at the top of the screen.
  • After clicking on the Add new button, the user will be redirected to another screen where the user can view the search feature situated at the top right of the screen. 
  • This search feature allows the user to search the required new plugin from the plugin’s directory of wordpress. 

Download link: https://apiexperts.io/solutions/woosquare-plus/

 

Search Filters
  • User can add multiple filters while doing search, like as following:
    • Tag: In this filter users can search via tags that are used in plugin’s introduction or basic descriptions.
    • Author: In this filter users can view the search results with respect to the company that developed this plugin or uploaded on the wordpress directory. 
    • Keyword: In this filter users can view the results on the basis of specific or dedicated keywords. 
    • Featured: By selecting this, users can view all time most downloaded plugins that are available on the wordpress plugin directory.
    • Popular: Users can find the most rated plugins in this category.
    • Recommended: User in this category can only find those plugins that are downloaded by the user and other previously.
    • Favourite: In this category, if the user ever marked any plugin as favourite then user can view those and also will be able to search those liked plugin via available search feature in this category.

 

Upload Plugin Option: For WooSquare Plus

WordPress Dashboard ⇒ Plugin ⇒ Upload Plugin ⇒ Choose File ⇒ Install Now

 

  • In this process, the user first selects the plugin option then plugin brings the user on to the new screen where the user has the upload plugin button which is situated at the top left side of the screen. 
  • Upon clicking on the upload plugin button users can view the upload new plugin screen, with the choose file button. 
  • Choose file button allows the user to open the plugin’s file stored in the personal computer drive of the user. 

The plugin file must be in the .zip version.

  • User then selects the required plugin file and selects it, after that plugin saves the plugin and enables the installation button.
  • User then clicks on the install button, plugin then loads the uploaded file and after a certain loading time plugin successfully installs the plugin.

 

Activate Plugin (License Key)
  • When a plugin is installed successfully on the wordpress account then the user needs to activate the installed plugin first. 
  • For this user needs to add the key password in order to activate the plugin. 
  • After adding the key password, the system verifies the key and if it finds it correct then activate the plugin.
License Key Activation:   
    • User from this link https://apiexperts.io/solutions/woosquare-plus/ , and click on the pricing menu. 
    • From the pricing menu, user will select the desired package and further click on the Buy Now button.
    • Clicking on it, user can view a popup invoice form on the screen automatically generated from Freemius.

 

  • User can add his basic details and card credentials in this form, after adding the required details the user further proceeds the process by clicking on the Review Order Button. 
  • Then the system will further process and check the added card details and ask the user’s permission again, user in case of confirmation click on the pay and subscribe button. 

 

  • After this, user will receive an email from Freemius on the shared Email ID in the form.
  • In the receive email Template (Attached below in Heading 10), in this email user can view their License Key to activate his Purchased plugin.
Welcome Screen Section

WooSquare Plus Plugin ⇒ Select Store (Single Store at a time out of many)

WooSquare Plus Plugin ⇒ Access Your Module (To active the modules)

WooSquare Plus Plugin ⇒ Connect with Square Account (Own Square Account only)

 

  • After successfully adding the license key and activating the WooSquarePlus plugin, user can click on the WooSquare plus option from the plugin menu that will lead the user to the welcome page of the plugin, on it user can view the welcome message and can find the following features:
Documentation and Video:
  • User can view the documentation located at the top right of the welcome screen. 
  • User can click on it, and can easily direct to the documentation page where users can learn about how to process this plugin and what are the requirements related to it.
  • At the bottom of the screen. User can also view the video link (Direct the user to Youtube) by which the user can view the process of running WooSquare Plus.

 

Selection of Store:
  • In addition from this screen the user can view his multiple stores as well that are registered on wordpress. 
  • In order to proceed further, users can select the specific store from the drop down menu. Users can select only one store at a time.
  • Upon clicking on the save changes button, the plugin saved the store. 
  • The selected store, mentioned in the section. 
Access Module: 
  • By clicking on this section, the plugin directs the user to the available modules sections of the plugin. The plugins are as following:
    • Synchronization of products
    • Order synchronization
    • Customer synchronization 
    • Square payment gateway
    • Translation notes
    • Save card at checkout 
    • Square modifier 
  • User can view the details related to these modules and they can be able to switch them on and off.
  • User can also manage the setting of each module. 
  • This option also shares the video and documentation related to usage of each module. 
Connect/Disconnect Square Account: 
  • This (Connect/Disconnect) button allows the user to either connect with their square account or disconnect their square account.
  • Connect button and disconnect button can be differentiated with respect to colour.

  • Connection Process
    • If square is not connected (Status mentioned at the top of the store i.e connect now OR Connected ) with the plugin then upon clicking on the connect with square button, the plugin initiates the request to connect with the square account created by the user.
  • Square Login

  • When a user initiates this process, the user on the other web page opens the Square Payment via the link https://squareup.com/login.

 

  • API Verification Process
  • Following authentication link (Highlighted One) appears in front of the user sharing the details related to the WP-account of the user with the Redirect button. In case of confirmation, the user clicks on the Redirect Me button.

  • After clicking the Redirect button, the plugin confirms the integration of the square account with the plugin and updates the status on the welcome screen.

  • Disconnection Process
  • Disconnect from square button, allow the user to disconnect their square account from the plugin.

  • Upon clicking on the Disconnect button, the plugin will prompt a notification on the user’s screen in order to take permission from the user in order to confirm the initiated command.

  • After confirming the initiated action that is disconnect square account, the plugin updates the status which will be viewed by the user on the welcome screen Connect Now.

5.Square Payment Gateway #

Collect payments with Square Payment processor at WooCommerce checkout and manage sales and refunds easily.

Requirements:

  • Installation of WooCommerce 
  • Installation and Activation of WooSquare Plugin
  • Square Account successfully connected 
  • Activation of Module

Enable Module and Specifications:

WooSquare Plus ⇒ Plugin Module ⇒ Square Payment Gateway

  • From the WooSquare Plus menu, User can select the Plugin Module option that will open a new screen on the user dashboard which shows all the modules of the plugin to the user. 
  • Among all different plugins, user can view the Square Payment Gateway module and then can be enabled by clicking on the Slide button situated at the top right corner of the module section.
  • User can also view the learning content available at the bottom of the module section. User can either learn from the video or from the documentation available on the module section.

  • Upon clicking on the slide button, woosquare payment gateway enabled and a new sub-menu with the name of Payment Setting (Highlighted Below) appears on the WooSquare Plus menu.
  • Payment Setting, this option allows the user to manage this module and open the new screen on the user dashboard.
  • Payment Setting screen have following checkboxes and text sections:

 

Enable and Disable Features:

In this section, user have following text based and  multiple (enable and disable) options related to the Square payment setting module:

  • Square Account
    • This option allows user to integrate the square payment gateway with the woocommerce, enabling this will allow the plugin to use square payment gateway for all future transactions (In case customer selected Square Payment option for transaction) . User will view the square payment option on the frontend at the time of checkout. d
    • If the user disables it, then the square account will not integrate with the woocommerce profile and on the front end user will not be able to view Square Payment as an option to share payment at the time of checkout.
  • Title
    • A text based section where user can add the alpha-numeric values that will be displayed as a Title of Square Payment Gateway (Card) on the frontend of the website at the time of checkout.
  • Description
    • In this section, user can add further details related to the square payment gateway (Square Card Details) user will view all these details at the time of checkout on the frontend of the website. 
  • Delay Capture
    • Enabling this checkbox by the user empowers the user i.e. admin to check and confirm (Authorize) each transaction shared via Square Payment received from the user at the time of checkout. Once the user confirms the transaction from the payment setting then the order is marked as confirmed. 
    • In case the user wants to disable this feature, then whenever the customer shares the payment it will directly process the order without taking user permission. 
    • After successful confirmation of the order, payment will be recorded in the square account transaction as well.

The system will automatically remove a transaction in 36 hours (If card details are provided) and in 6 working days (If card details are not provided).

  • Create Customer
    • If the user Enable this field then it will allow the plugin to create a profile of the customer on the square account as well, this will also allow the plugin to manage and store the customer details like transactions recorded and order details. 
    • In case the user Disables it, then the plugin does not create and store any customer’s details in the square account. 
  • Login
    • If user Enable this feature allows the plugin to manage and store the records of customer’s debug messages in the WooCommerce System status log. 
    • Disable it, the plugin will not manage the debug messages of customers anywhere. 
  • Sent Customer Information
    • User can Enable it in order to share the order with the First name and the Last name of the customer to the integrated square account. 
    • Disable Sent customer information, plugin will not share First Name and Last Name of the customer with the square account after placing a new order. 
  • AVS Zip Code
    • WooSquare plus plugin have the AVS Zip code, The Address Verification Service (AVS) is a fraud prevention system that, in case of Enable by the user, AVS will start verification of the zip code process automatically (the billing address entered by the customer is the same as the one associated with the cardholder’s credit card account) , that will help admin to manage limit fraud and charge-backs. 
    • In case of Disable, upon every transaction from the credit card no verification process will start and the overall system will face any fraud or charge-back. 
  • Google Pay
    • Enabling the Google Pay feature,the option of google pay will be visible on the frontend of the website. It will allow the customer to share the payment against their invoice. For a successful payment, the user needs to add the payment credentials of their google pay account.
    • In case the user Disable it, the user will not view the google pay option on the front end of the website. 
Backend Setup
    • In case, user Enable the google pay feature then user will further follows the following steps to complete the setup of google pay:

Admin Dashboard ===> WooCommerce Plugin ===>  Setting ===> Payment Setting ===> Enable Google Payment

    • On this screen user can view the list and details of all the payment merchants available in the plugin with the functionality to switch on or off them and to further manage them.

    • User can simply click on the enabled switch option in order to activate the payment merchant or disable it. 

    • In case the user wants to manage the descriptions and other details of the payment merchant then that can be edited by clicking on the Manage button.

    • After clicking on the manage button, user can view the further details of the payment merchant like as following:

      • User can enable and disable the google pay square account from this page as well. 
      • User can add the title of the google square pay account, user can view this title at the checkout process from the frontend.

      • User can also add the descriptions related to the google pay feature that can share the brief details of this feature with the user.
      • Delay Capture, this feature in case of enable will take permission from the user before processing the order.
        • For this user needs to first confirm the transaction then the plugin will proceed the order. 
      • Logging, this feature will save the debugs messages of the customer into woocommerce system log account.
    • In the end, after adding and enable or disable the feature based upon the requirements, the user can click on the save button in order to confirm the changes and details.

    • On the basis of added information and details Google Pay Square payment option will be available for the customers for payment transactions.
    • User can click on it, upon click from the front end it will open a new section that will have the following fields that are required for the successful transaction.

    • User need to add the following details:
      • Card number 
      • With the dates of issue and expiry
      • CSV number of card
      • Card holder’s name
      • Location (Country from the drop down menu)
      • Address of the card holder 
      • City name 
      • Postal code (With a functionality to know your postal code)
      • Phone number

 

Shipping address 

      • Country to send
      • Name of receiver
      • Address of shipping
      • Postal code (With a functionality to know your postal code)
      • Phone number
    • After adding all the details, user can view the total amount at the bottom of this form with the PAY button.
    • User will click on the pay button in order to share the payment successfully.

 

  • Gift Card
      • User can enable the gift card feature by clicking on the checkbox, this feature will allow the customer to avail the discount offer or free shopping opportunity. This will be highlighted on the front end of the website and upon clicking on it, customers need to add the gift card number or code. 
      • In case user disable it, then the Gift Card feature will not be visible on the front end of the website. 
      • After defining the choice, user will click on the save button in order to confirm the action.

Backend Permission 

 

Frontend Result 

    • User on the frontend at the checkout section will be able to view this feature, in case of activation the customer adds his gift card number or code and clicks on the apply button. By doing this if the enter code is correct so the customer can avail the discount or any other offer that is defined by the admin in the backend.

 

  • Apple Pay (It Only Works on SAFARI Browser)
      • Apple pay is another payment merchant integrated in the WooSquare Plus plugin. When user enable it, the Apple pay option will be available for the customer to share payment by adding the apple account credentials. 
      • If the user disables it, then the customer will not have this payment option on the frontend. 

 

Backend Setup

      • In case, user Enable the Apple pay feature then user will further follows the following steps to complete the setup of apple pay:

Admin Dashboard ===> WooCommerce Plugin ===>  Setting ===> Payment Setting ===> Enable Apple Payment

    • On this screen user can view the list and details of all the payment merchants available in the plugin with the functionality to switch on or off them and to further manage them.

    • User can simply click on the enabled switch option in order to activate the payment merchant or disable it.

    • In case the user wants to manage the descriptions and other details of the apple payment merchant then that can be edited by clicking on the Manage button.

 

  • Sandbox

Backend Setup

      • Sandbox feature allows user to automatically create a test account on square payment merchant in order to manage and record the test transactions only. This will be done by establishing a test account on square from the developer dashboard of the square payment merchant. (Developer Dashboard can be excess via link https://developer.squareup.com/apps).

(Note: Create a Square application if you don’t have one: https://developer.squareup.com/apps)

      • When user enable sandbox feature on the plugin, then for integrating with the sandbox account of square multiple fields will appear under checkbox, these fields are as following:
    • Application ID

Developer’s dashboard Link ==> Application/Store Name (OPEN) ==> Select Sandbox ==> Credentials ==> Application ID

 

      • This ID is representing our store ID (Sandbox Account only), User can find this ID by above shared process:
      • User first need to open the square dashboard account, then select the application store and click on the OPEN button.

      • After clicking the Open button, user will be directed to the developer’s dashboard screen where user have two options either to Select the sandbox dashboard or Production dashboard. (The credentials of the Application ID are different in both types)

      • User will select the Credentials Option situated in the left side of the dashboard’s menu.
      • Credentials menu further opens the Screen where user can view the

Sandbox Application ID.

 

 

 

      • User then select the Application ID and copy it in order to paste it on the sandbox account credentials section.

 

 

 

    • Access Token

Developer’s dashboard Link ==> Application/Store Name (OPEN) ==> Select Sandbox ==> Credentials ==> Access Token

      • This token is representing our store credential (Sandbox Account only), User can find this token by above shared process:
      • User first need to open the square dashboard account, then select the application store and click on the OPEN button.

 

        • After clicking the Open button, user will be directed to the developer’s dashboard screen where user have two options either to Select the sandbox dashboard or Production dashboard. (The credentials of the ACCESS Token are different in both types)

 

 

        • User will select the Credentials Option situated in the left side of the dashboard’s menu.
        • Credentials menu further opens the Screen where user can view the Sandbox Access Token
        • User can further click on the show Button and view the access token and copy the access token.

 

 

 

 

 

 

 

 

 

 

 

    • Location ID

Developer’s dashboard Link ===> Application/Store Name (OPEN) ===> Select Sandbox ===> Location ===> Location ID

    • Location ID is one of the credentials of our store (Sandbox Account only), User can find this ID by above shared process:
    • User first need to open the square dashboard account, then select the application store and click on the OPEN button.(The credentials of the LOCATION ID  are different in both types)

 

 

 

 

 

 

 

      • User will select the Location Option situated in the left side of the dashboard’s menu.
      • Location’s menu further opens the Screen where user can view the SandBox Location ID.
      • User can further click on the location ID and copy the Location ID.
      • User then paste it on the sandbox account credentials section in the location ID section.

 

At the end after adding all the credentials details of the sandbox account, the user will click on the save changes button in order to save the sandbox account.

Front End Output

After setting the sandbox credentials and clicking the saved changes button the square payment section will be available on the frontend of the website to share the payment.

 

 

Dummy Content for Dummy Transaction

    • Considering the above order, the user is adding his square account credentials in order to purchase the cart products. 
    • After adding the square account details, the system will initiate the transaction process. At first the system confirms the provided credentials and the square account details if matched successfully then the plugin highlights the order in the backend (order menu) of WooCommerce store. 
    • On this screen, user can view the order number and the basic details like shipping and billing details of the customer. 
    • From this screen, user can also be able to change the status of order as well via drop down menu. 

    • Whereas, newly placed orders can be view by the user by login into the square account as well. 
    • These details can be seen by accessing the transaction menu, and also the new orders are highlighted on the square main dashboard as well. 
    • Clicking on the order received, user can view the following screen.

    • User can further click on the specific order, in order to view the more details of the order.

 

 

6.Syncing of Products #

This module allows the user to sync their products of the woocommerce with the square account and vice versa. In both cases the products are updated by just one click and it is also smart enough to automate this synching process, for this user needs to select the time period (available in the plugin) so that after the selected time plugin initiate the synching process and updates the product directory.

Requirements:
  • Installation of WooCommerce 
  • Installation and Activation of WooSquare Plugin
  • Square Account successfully connected 
  • Activation of Module from the plugin module section
  • SandBox must be disabled from the payment settings.
Enable Module and Specifications:

 

WooSquare Plus ⇒ Plug in Module ⇒Synchronization of Product

  • From the WooSquare Plus menu, User can select the Plugin Module option that will open a new screen on the user dashboard which shows all the modules of the plugin to the user. 
  • Among all different plugins, user can view the Square Synchronization of Product module and then it can be enabled by clicking on the Slide button situated at the top right corner of the module section.
  • User can also view the learning content available at the bottom of the module section. 
  • User can either learn from the video or from the documentation available on the module section.

  • Upon clicking on the slide button, WooSquare Schynorization of Products enabled and a new sub-menu tab by the name of Sync Products (Highlighted above) appears on the WooSquare Plus main menu tab.
  • Sync Products, the sub menu option allows the user to manage this module and open the new screen on the user dashboard which consists of features related to it.
  • Sync Products menu screen will have following checkboxes and text sections:
    • Auto synchronization 
      • Merging options ( If Enable )
      • Square products override  ( If Enable )
    • Sync on edit on woocommerce 
    • Disable auto delete 
    • Enable square order sync email notification
    • Enable WooCommerce description synchronization with html

 

  • Auto Synchronization
  • This function allows the user to give permission to the WooSquare Plus plugin to manage products updated on the website of the user. 
  • This automated system will provide assistance to the user, and also smartly initiate the products synchronization process on both platforms that are square and wordpress.
  • User can enable it by clicking on the radio buttons options (ON and OFF)

  • If user enable it by selecting ON , then Auto Synchronization feature further open some more options that are as following:

 

    • Auto Sync Each
      • Auto Sync Each or simply Timer option, will allow the user to set a time period in order to initiate the auto sync process after defined time.
      • User can select one option according to his requirement among the other available options. Users have 1 hour, 12 hours and 24 hours as an option.

      • On the basis of selected time, the plugin will initiate and execute the process of product synchronization. 
      • Plugin will allow the user to change the time for any future changes.
      • User at the end can click on the save button to confirm his added information and choices.
    • Margin Option

      • If the user enables Auto Sync Option, then the plugin will offer this assistance functionality to the user. 
      • This feature will override the products into integrated cross platforms that are woocommerce products and square products. 
      • There are two options for overriding of products in this option that are:
        • WooCommerce Products 
          • If the user selects this option, then plugin fetch then reads all the data of the WooCommerce products and then overrides it with the products of square. 
        • Square Products
          • If the user selects this option, then plugin fetch then reads all the data of the Square products and then overrides it with the products of WooCommerce.

 

    • Sync Preference

           

      • This feature will provide functionality to the user, to define the priority of the products to sync first. 
      • User will have two kinds of preference in this feature, their description are as following:
        • All Products 
          • In case user select this, then the plugin processes all the products (on WooCommerce) at a time.
        • Specific Products
          • In this case the user can select the product with respect to specific categories (created and managed by the user) and product name. 
          • When a user clicks on this option then a pop-up will appear on the screen, on this pop-up user can view all the categories and all the products of the store separately. 
          • User can click on the selective products and category in order to give preference to the sync process. 
          • Once user decides the priority, then click on the update button to confirm the selected.

 

      • After updating, a confirmation message appears on the screen. User then clicks on the close button to end the process and return to the main module screen.

 

    • Synchronize on Product Edit, Update and Delete

 

      • This feature will automate the process of managing products on the both stores platforms that are WooCommerce and Square. 
      • This allows the user to edit , update and delete any product on WooCommerce and Square.
      • User can enable or disable it (Yes or No Respectively) in order to activate this feature.
      • When a user initiates this process, then any changes (Edit, Update and Delete) done on any product on any platforms that are either on WooCommerce or Square will be updated and reflected on both platforms.
      • In case of enable, this feature also allows user to select the specific products as well by clicking on it. 
      • User will click on the save button to confirm the changes made.

 

    • Disable Auto Delete

      • This feature restricts the plugin and provides more control to the user to manage products on both platforms.
      • If the user marks the YES, this will stop the plugin from deleting any product. If user by any means delete any product from WooCommerce or Square then this feature will not delete the product from Square or WooCommerce respectively.
    • Enable WooCommerce Description Synchronization with HTML
      • The purpose of this feature is to update the description of any product from both platforms.
      • If enabled then any changes made by the user in the product’s description section on any platform that are WooCommerce or Square then the plugin will automatically update the new descriptions and make the changes into respective product’s description on other platform.
      • At the end user can click on the save button to activate this feature.

 

WooCommerce to Square:

  • Create Product with Variable Attributes
    • In this process, the user will be able to manage the products with respect to the synchronization of the product module.
    • User can start by clicking or hovering on the product menu from the dashboard screen.

            OR         

 

    • In case the user clicks on the Product menu rather than selecting any specific menu then system will direct the user to the main Product Screen, on this screen user centrally manages all products of the store either created on WooCommerce.

    • On this new page, user can view the following options:
      • Add new
        • To add a new product (Single Product at once) on WooCommerce.
      •  Import
        • Selecting this, user will be led to another screen where the user will be able to upload a list of new products in CSV format, from the device either personal computer or mobile.
        • User will be directed to the new screen in order to continue this process.
      • Export
        • When the user selects it, then the user will be moved to the next screen where on the basis of requirements the user downloaded the CSV file of his store.
      • Filters
        • User can sort out the result and view the list of products with respect to multiple filters available in this feature or user just randomly search the product via available search filter. 
      •  Product specifications:
        • User can also view the products specification that are ( Name, SKU, Stock, Price, Categories, Tags and Date)

 

    • Attributes Creation and Management

WooCommerce ⇒ Product Menu ⇒ Add New Product ⇒ Product Data ⇒ Attributes

      • For attribute management, users need to first create a new product.
      • New product can be created by adding the name of product in the respective field with the description of product and image of product (in jpeg and png only) with the supporting images of product in product gallery section and with the tag of product and product category (in case of new category user can add new category from the same section)

 

      • After adding all of these, user will move to the product data section to add more details of the new product on the basis of inventory and in a more descriptive manner.
      • User first select the type of product from the drop down option, for this module the type of product must be variable.

 

    • Inventory Section

 

    • In the inventory section, user can add the SKU number, stock quantity with the low stock threshold (Minimum Value), checkbox to manage the stock and allow backorder conditions (in case of no product left or Pre-Order)

Without SKU number, the product will NOT sync on any platform. 

    • Product Type

 

    • The reason for using variable products is to create multiple variations from the different attributes (Global and Custom) of the product.
      • Global Attribute:
        • These are the standard attributes that are pre-defined by the user and applicable on most of the products. Like as following:
          • Size 
          • Color 
          • other 
        • User can create it by clicking on the attribute menu option on the WooCommerce_Product.

 

        • User after adding the global attribute, can click on the add attribute to save and update the attribute into a plugin.
        • User can view the global contact in the attribute drop down menu of the product data section.

  • Custom Attributes:
    • Custom attributes are those attribute that are specific for each products, like as following:
      • Size 
      • Weight 
      • other
    • User can create it by clicking on the attribute option of the product data section.

 

    • User after adding the name of a new custom attribute with its variable values (If any) can click on the save attribute button to add the attribute of the selected product. 
    • User can view this in the attribute section of the product data.

 

  • Multiple Variations
    • User in order to create multiple variations, will first need to check the marked (user for variation) field in the attribute section.

    • This allows the plugin to take all the value of this attribute and create possible variation of product from it by mixing all the available sets of attributes. 
    • In order to create multiple variations, user will click on the variation sub-menu of the product data.
    • Then from the dropdown menu, user can select the create variation from all attributes options and further click on the GO button. 
    • Notification appears at the top of the screen, taking permission from the user to create variations.

    • After a certain loading time, plugin will show all the possible set of variations created from attributes of the product.

 

    • User can further take action against each variate created by the plugin, user can delete it and also will be able to add the details of each variation.
    • In case the user wants to remove any variation then by simply clicking on the Remove option, a new notification appears on the screen in order to require permission from the user to delete the selected variation.

    • User can further click on the drop down option that will bring a new section below the selected variation, which consists upon details and descriptions of the variation.

    • With respect to the variations, user need to add the details (Inventory and Specifications) of each variation. 
    • User can add the different SKU number for every variation.

Without SKU number, the product will NOT sync on any platform. 

    • User can add the price and sale price of the product as well with respect to the variant along with the other specifications and descriptions.
    • At the end user can save all the details and description with respect to each variable by clicking on the save button. 
    • Product successfully created and saved into WooCommerce Product and will be display on the main product page along with the other products. 

 

  • Initiate Sync Process from WooCommerce to Square
    • In order to start the process of syncing the products from WooCommerce to Square, user click on the sync product option from the WooSquare Plus plugin menu. 
    • This screen offers two options to the user either to select the manual sync or automatic sync totally based upon the user’s choice.

 

    • Auto Sync Process
      • In case user want to pursue the process automatically, so for this user need to perform following tasks accordingly:
        • Mark the radio button as YES to initiate this process automatically.
        • Select the timer, from the available time options. 
        • Select the merging option from the two of the following options:
          • WooCommerce to Square
          • Square to WooCommerce

(Let’s Consider WooCommerce to Square process)

        • In WooCommerce to Square, plugin will initiate the process. User then add the preference into the next field that offers two options to the user that are as following:
          • All Product 
            • In this option, the plugin will continue the process by considering all the products currently available on the WooCommerceStore.
          • Selective Products
            • If the user selects this, then it will further open a new screen on the screen, which shows a list of all products and their categories so that user can decide either to choose them or not. 
            • Considering our newly created product (Toy- highlighted below), user can select it by clicking on it.
            • User can also select all products or specific products and their categories as well. 

If you are selecting sync preference for specific products make sure you include the product in your selected specific products then update.

 

 

 

            • After selecting the products and categories, user can click on the update button to confirm the marked products and categories.

 

          • Sync Preference 
            • In this option, user will select the preference of details and description related to the selected products and on the basis of selection made in this step only selected details will be copied and sync on the other platform which is square in this case. 
          • Let’s start
            • At the end, the user will click on the button (WooCommerce to Square) to start the process of synchronization of the product.
            • Upon clicking, the user will view the list of products and categories selected by the user for synchronization.

 

 

            • Plugin will take certain time in order to synchronize the product of WooCommerce to the Square. 
            • Synchronized product will be marked with (Green Check), and then after completion of the process, Close button will appear at the bottom replacing the start synchronization button. 
            • User will end the process by clicking on the close button. 
            • Product synched with all its variable details and pricing. 

Synchronized product is now available on Square as well.

 

    • Manual Process
      • In the manual process, user at first turned off the auto synchronize feature by simply clicking on the off radio button.

      • This action further commands the plugin to initiate the process of synchronization manually.
      • After this, user then be able to define the priority of the products in the following option:

 

      • Users can Enable this feature by clicking on the YES, this will define the priority of the products for synchronization.
      • In case the user Disable it when clicking on the NO, then the plugin automatically syncs the products without any priority. 
      • After this, user can mark checked or not for the feature, that stops the plugin to auto delete the product in case the user deletes it from either platform. 
      • Then after this, user can view the feature that in case of enable by the user will allow the plugin to update the description of the product automatically in case of any update done by the user on any platform. 
      • Let’s start
        • At the end, the user will click on the button (WooCommerce to Square) to start the process of synchronization of the product.
        • Upon clicking, the user will view the list of products and categories selected by the user for synchronization.

      • When the user selects WooCommerce to Square, the plugin will initiate the process. And opens a new menu on the screen which will have all the products names and their categories as well.

 

      • User will have an option to select products either one by one or all at once by clicking on the check all button.

If you are selecting sync preference for specific products make sure you include the  product in your selected specific products then update. 

 

 

      • After selecting the products, user will click the start sync button in order to start the synching process.  
      • User can view the synced products, which can be distinguished by the green checkmark.
      • Once the plugin successfully syncs all desired products then the user will close the menu.

Manually Synchronized product is now available on Square as well.

(Let’s Consider Square to WooCommerce process)

    • Auto Sync Process
      • After creating a square account or successfully login into square account, for product synching, user needs to open the seller’s dashboard of his square account with the help of the link https://squareup.com/dashboard/ . On this new screen the user can view the central dashboard screen of his square account. 

      • User can view the Items option on the main dashboard screen or user can directly click on the create new Item option as well from the main dashboard screen.

      • User after if clicked on the Item menu(Highlighted in red box above), then the square dashboard will direct the user on to the next screen.
      • On the new screen (Shared Below) users can view the total products available on the user’s store along with other options that are required to manage the store.

 

      • From this screen, user can click on the create an Item option if user wants to create a new item in the store. 
      • Clicking on it, user will be able to view another new screen where the user can create an item click on create an item button below the upper right corner of this screen. 
      • This action will open a new menu on the user’s screen, on which the user can add the following details that are required to add a new item on the store. 
        • Name 
        • Category 
        • Description 
        • Image 
        • Location of store

      • After adding these details, users can move on to the next section, which is related to the variation of the product.

 

Without SKU number, the product will NOT sync on any platform. 

      • On the second section, in order to create a new product user need to add the following details:
        • SKU
        • Unit (With the following dropdown values)

        • Price 
        • Stock
      • User will further be able to add the custom variation as well from this screen for this user to click on the add variation option.

 

      • User can also add the custom attribute of each product by clicking on the add custom attribute option.
      • For this user at first add the name of the new attribute.

      • After the name of the attribute, square shares more fields with the customers that are relevant with the attribute. 
        • Attribute type with the drop down menus
        • Value of the attribute

 

      • Once added all the details of the products on the square account, user will click on the save button and successfully create a new product on the square store with all its variations and attributes.

Before starting the synching process, users need to Disable the Sandbox Account as this functionality will only be completed in the LIVE SQUARE API.

WooSquare Plus Plugin ⇒ Payment setting ⇒ Enable/Disable Sandbox

 

      • If user marked this checkbox then the Sandbox account is Enable, and if user do not marked this checkbox the Sandbox account is Disable.
  • Start Syncing Process
  • In Square to WooCommerce  , a plugin will initiate the process. User then add the preference into the next field that offers two options to the user that are as following:
    • All Product 
      • In this option, the plugin will continue the process by considering all the products currently available on the Square Store.
    • Selective Products
      • If the user selects this, then it will further open a new screen on the screen, which shows a list of all products and their categories so that user can decide either to choose them or not. 
      • Considering our newly created product (Jeans- highlighted below), user can select it by clicking on it. 
      • User can also select all products or specific products and their categories as well. 

If you are selecting sync preference for specific products make sure you include the  product in your selected specific products then update.

      • After selecting the products and categories, user can click on the update button to confirm the marked products and categories.

 

    • Sync Preference 
      • In this option, user will select the preference of details and description related to the selected products and on the basis of selection made in this step only selected details will be copied and sync on the other platform which is square in this case. 
    • Let’s start
      • At the end, the user will click on the button (Square to WooCommerce) to start the process of synchronization of the product.
      • Upon clicking, the user will view the list of products and categories selected by the user for synchronization.

      • Plugin will take a certain time in order to synchronize the product of Square to WooCommerce. 
      • Synchronized product will be marked with (Green Check), and then after the completion of the process, the Close button will appear at the bottom replacing the start synchronization button. 
      • User will end the process by clicking on the close button. 
      • Product synched with all its variable details and pricing. 

Products created on Square are now available on WooCommerce as well.

 

 

 

 

 

 

 

 

 

 

7.Square Modifiers: (Add-ONs Feature) #

In this module of WooSquare Plus, Users will have additional options like toppings, add-ons, or special requests that are applied to the products that will display on the frontend section for customer’s checkout. Via this feature user can also sync modifiers of one platform to another platform. To activate the Square Modifiers, it will have to be enabled from the Plugin module tab.

Note: Square Modifiers does not work with Order Synchronisation.

Requirements:
  • Installation of WooCommerce 
  • Installation and Activation of WooSquare Plugin
  • Square Account successfully connected 
  • Activation of Module from the plugin module section
Enable Module and Specifications:

WooCommerce Menu⇒ Sub-Menu ⇒ Product Menu ⇒ Square Modifier

  • From the WooSquare Plus menu, User can select the Plugin Module option that will open a new screen on the user dashboard which shows all the modules of the plugin to the user. 
  • Among all different plugins, user can view the Square Modifiers module and then it can be enabled by clicking on the Slide button situated at the top right corner of the module section.
  • User can also view the learning content available at the bottom of the module section. 
  • User can either learn from the video or from the documentation available on the module section.
Square Modifier Screen:
  • From the main wordpress menu, User first hover via mouse cursor on the Products option that will have an option to open a new screen on the user dashboard which shows the functionality of WooSquare Modifier.

  • On this screen, the user can add the Name of the modifier with the checkbox functionality.
  • Users can have the feature to select one modifier and the first modifier will automatically become the default.
    • After marking the checkbox, the user can select the appearance of the modifier. 
    • Plugins offer two options: either it is represented by the radio button or select box
  • Once defined, the user can click on the Add Modifier button to save the Modifier.

 

Configure Modifier:
  • Newly added modifier highlighted in the section situated right next to this form. 
    • This section consists upon the details, that are Modifier Group Name with the customer selection status and the setting button to manage the modifier.

  • Clicking on the configure modifier button, will allow the user to manage the added modifier on another new screen which will have options to manage the added modifier.

 

  • On this screen, user will have an option to add the name of the add-ons specification with the price.
  • Upon clicking on the Add New button, the updated modifier highlighted on the section situated on the right side of screen (Mentioned in highlighted one).

  • User upon hover, will be able to further edit or delete the added modifier. 

  • In case of any edition, user will be directed on the new screen where user are allowed to either edit the name or pricing and also will be able to delete the added modifier.  
  • After the action, user will click on the Update button (in case of any changes) or Delete button (in case of removing the Modifier).
    • If user clicks on the update button, then user will receive a notification at the top of screen informing the user to click on the back button to return to the previous page.

 

Process Modifier:
  • Backend Working:
    • Once the implementation of the modifier is completed, the user will start the process by accessing the following process.

WooCommerce ⇒ Product Menu ⇒ Product Data ⇒ WooSquare Modifier

    • In order to access this menu, user need to select the Edit Product option or Add New Product option from the Product menu of woocommerce. On the new screen the user will view the Product Data Section for this feature.  
    • Plugin requires user’s permission to activate the modifier, user simply selects the WooSquare Modifier and clicks on the modifier checkbox and save modifier button to save the modifier. 
    • User will receive a notification regarding the successful completion of this process.

 

  • Front-end:
    • On the basis of backend working, users will be able to view the modifier along with the other details of the products on the website of the client.

Create Modifier on Square:
  • Create Modifier on Square: (Modifier Option)
    • User can also be able to create or manage the modifier from the square account as well. 
    • For this user need to open the square dashboard and from the side, menu option need to click on the Items menu. 
    • Clicking on this, user will be able to view the new screen which consists of different functionalities that are required to manage the Items saved on the square account.

 

    • User after arriving on this menu, will be able to select the Modifier menu from the sub menu which will open a new section on the user’s screen.
    • On this user will be able to click on the create modifier set button to initiate the new modifier process.

    • Upon clicking on the mentioned button, a slide form will appear on the screen on which the user can add the set of name with the modifier name and pricing. 
    •  Along with these, user will have the checkbox that allows the user to set the first modifier as a default one. 
    • User can also add multiple modifiers via same form.

 

    • User can also add the location of the store on which the modifier will apply.
    • Then after this, an added modifier will be mentioned on the user screen and now user need to apply this modifier on the individual and respective product by clicking on Apply to Item button.

    • Apply to Item option will further lead the user to another screen, on this new screen user can view all the product as an option on which user can be able to apply this newly created modifier. 
    • User can either select all and products by clicking on the select all option situated at the top right of the screen and upon clicking on the button None n system un-select all the previous selection of the user. 
    • After selecting an Item, user can click on the add Item button to apply the new modifier on the selected item or items.

 

    • From the main modifier dashboard, user on one screen view all the modifiers created by the user on the square store. 
    • User can be able to rearrange that by dragging up and down on the modifiers from the available option of three horizontal lines.

  • Create Modifier on Square: (Item Library Option)
    • In this scenario, user first need to click on the Item Library menu from the available sub-menus situated at the left side of the main screen.
    • This will further show a list of all the items uploaded in the square store.

 

    • User from the list of items, can further click on the ellipse menu (view above) or can directly click on the Item Name in order to view the insights menu of the product where the user can edit or do any changes in the product portfolio. 
    • In the insights menu screen of the selected product, user can view the modifier section at the bottom of this section.
      • In this specific section, user can find all the created modifiers of the square store. 
      • User can add the modifier to the selected item by just simply clicking on the Enable checkbox.

    • User can also have the ability to customize the modifier as well for this user need to click on customize option. 
    • This feature empowers the user to do some little changes in the modifier with respect to the selected product.
    • User can also have an option at the bottom of this section to apply the updated changes on to other modifiers as well. 
    • User will have a checkbox option as well that in case of enable hides the modifier from the website so that customers cannot be able to view it.

    • User will click on the Save button situated at the top right of the screen will allow the system to apply new changes and a notification would appear at the top having the label Successfully Saved.

 

8.Transaction Notes #

The module of Transaction Note provides an opportunity to the user to set a standard template as a transaction notes which will be shared with the customers on every transaction. Transaction note’s template will be designed by considering the multiple tags described below the text edit section. Following the multiple tags like {order_id} tag, that will fetch the details according to the tag from the order details provided by the customer or {billing_first_name} tag which will fetch the first name of the customer who is placing the order and send it in the transaction note.

 

Requirements:
  • Installation of WooCommerce 
  • Installation and Activation of WooSquare Plugin
  • Square Account successfully connected 
  • Activation of Module from the plugin module section
Enable Module and Specifications:

WooSquare Plus ⇒ Plug in Module ⇒ Transaction Note

  • From the WooSquare Plus menu, User can select the Plugin Module option that will open a new screen on the user dashboard which shows all the modules of the plugin to the user. 
  • Among all different modules, user can view the Square Transaction Note module and then it can be enabled by clicking on the Slide button situated at the top right corner of the module section.
  • User can also view the learning content available at the bottom of the module section. 
  • User can either learn from the video or from the documentation available on the module section.

  • Upon clicking on the slide button, WooSquare Transaction Note enabled and a new sub-menu tab by the name of Transaction Note (Highlighted above) appears on the WooSquare Plus main menu tab.
  • Transaction Note, the sub menu option allows the user to manage this module and open the new screen on the user dashboard which consists of features related to it.

  • In the transaction note section, there are a number of tags available at the bottom of the text field.
  • User can create the custom template as well by using the tags available below. 
  • User are allowed to add the content of only 60 characters in the transaction note. 
  • At the end, user will click on Save Changes button to save the transaction note.
  • After defining all the related details and selecting the required tags, then on the basis of provided details and tags, the module will fetch the data from the customer placed order and share it with the customer as a transaction note in the invoice of square. 

  • User will be able to view the selected transaction note in the description section of the square account invoice.

 

9.Save Card at Checkout Module #

Save card at checkout module, will allow the user to save his card on WooCommerce at the time of checkout. If the user enables it, then it will allow the plugin to manage a separate financial logged of the user in which system will be smart enough to fetch the account details of the specific user from the memory register of the plugin.

Requirements:
  • Installation of WooCommerce 
  • Installation and Activation of WooSquare Plugin
  • Own a square account
  • Square Account successfully connected 
  • Activation of Module from the plugin module section
Enable Module and Specifications:

WooSquare Plus ⇒ Plug in Module ⇒ Save card at checkout

  • From the WooSquare Plus menu, User can select the Plugin Module option that will open a new screen on the user dashboard which shows all the modules of the plugin to the user. 
  • Among all different plugins, user can view the Save card at checkout module and then it can be enabled by clicking on the Slide button situated at the top right corner of the module section.
  • User can also view the learning content available at the bottom of the module section. 
  • User can either learn from the video or from the documentation available on the module section.

 

  • Upon clicking on the slide button, WooSquare Save Card enabled and a new sub-menu tab by the name of Save Cards (Highlighted above) appears on the WooSquare Plus main menu tab.
  • Save cards, the sub menu option allows the user to manage this module and open the new screen on the user dashboard which consists of features related to it.

 

  • Backend Permission:

 

 

 

 

 

 

 

  • User on this new screen will have two options either to activate this module by selecting the Yes option or remain un-active by selecting the No Option.
  • After the selection, user will click on the save changes button in order to confirm his action.

 

  • Frontend Output:

 

 

 

 

 

 

 

 

  • If the user permits the module to save the customer’s card information for any future transactions, then on the website a permission checkbox will appear on the payment section of the checkout page. 
  • In case customers also mark this permission checkbox, so the plugin will save the card information of that user.
  • Customers can also perform the following actions as well:
    • Customers are allowed to save multiple cards via this feature as in case of every new entry by the customer, the system always takes permission from the user to save it.
    • Customers can edit or delete the saved cards details as well from the dashboard section of the website.
      • User can delete any card by accessing the My Account Menu and then select credit card, where the user can view all the Saved cards with an action (Delete) button. User can simply click on the delete button to remove the card.

10.Customer Synchronization Module #

Customer synchronization module, allows the user to manage the customer record on both platforms. This module empowers the user to centrally save the customer’s details.

 

Requirements:
  • Installation of WooCommerce 
  • Installation and Activation of WooSquare Plugin
  • Own a square account
  • Square Account successfully connected 
  • Activation of Module from the plugin module section
Enable Module and Specifications:

WooSquare Plus ⇒ Plug in Module ⇒ Customer Synchronization

  • From the WooSquare Plus menu, User can select the Plugin Module option that will open a new screen on the user dashboard which shows all the modules of the plugin to the user. 
  • Among all different plugins, users can view the Customer Synchronization module and then it can be enabled by clicking on the Slide button situated at the top right corner of the module section.
  • Users can also view the learning content available at the bottom of the module section. 
  • Users can either learn from the video or from the documentation available on the module section.

 

  • Upon clicking on the slide button, WooSquare Customer Sync enabled and a new sub-menu tab by the name of Customers Sync (Highlighted above) appears on the WooSquare Plus main menu tab.
  • Customer Sync, the sub menu option allows the user to manage this module and open the new screen on the user dashboard which consists of features related to it.

 

  • Backend Process:
  • In the insight screen of the customer syncs module, user have multiple options to manage this module.

  • At first the user can allow the module to automatically start the process by selecting the ON option, and if the user selects the OFF option then the module cannot be able to start this sync process automatically.
    • In the case of ON, user will then have an option to select a time. 
    • On the basis of selection, module initiate the sync process automatically. 
  • After this feature, user can select the merging option that either the user wants to override woocommerce customers or square customer. 
    • For this user have two options and the user can only select one.
  • In the 3rd feature, if the user enables it then the module is allowed to edit, update, and delete the synchronized customer details.
    • Module can perform editing, updating, and deleting on both platforms. 
    • This also permits module to update the customer’s profile in case of any edit or changes made by the user on any one platform. 
  • At the end, user can click on the save changes button to confirm the changes.

11.Order Synchronization #

This module facilitates the user to centralize all the orders managed through the both platforms and from all gadgets that are managing the accounts of the users by saving the order with the specific system generated Order IDs. The Order IDs generated from both platforms will be displayed on a main dashboard of this module.

Note: Order Synchronization does not work with Square Modifiers.

Requirements:
  • Installation of WooCommerce 
  • Installation and Activation of WooSquare Plugin
  • Own a square account  https://squareup.com/signup
  • Square Account successfully connected.
  • Square Mobile Application Downloaded https://connect.squareup.com/apps 
  • Sync the square account with the mobile application of square
  • The application dashboard displays your new app’s sandbox credentials. Insert below these sandbox credentials.
  • Then goto Webhooks tab and insert your wordpress URL in the textbox “Notification URL”.
  • Product Square Account, Application ID, Access Token and Location ID
  • Activation of Module from the plugin module section
Enable Module and Specifications:

 

WooSquare Plus ⇒ Plug in Module ⇒ Order Synchronization

  • From the WooSquare Plus menu, User can select the Plugin Module option that will open a new screen on the user dashboard which shows all the modules of the plugin to the user. 
  • Among all different plugins, users can view the Order Synchronization module and then it can be enabled by clicking on the Slide button situated at the top right corner of the module section.
  • Users can also view the learning content available at the bottom of the module section. 
  • Users can either learn from the video or from the documentation available on the module section.

 

  • Upon clicking on the slide button, WooSquare Order Sync enabled and a new sub-menu tab by the name of Order Sync (Highlighted above) appears on the WooSquare Plus main menu tab.
  • Order Sync, the sub menu option allows the user to manage this module and open the new screen on the user dashboard which consists of features related to it.

 

  • On the Order Sync manage section, user have the two checkboxes, one is dedicated to allow the module to enable square to WooCommerce order synchronization while the other checkbox enables square order sync email notification. 
  • User need to add the Application ID, Access Token and Location ID of the square account

 

  • User need to copy these credentials and reopen the module screen and paste the copied credentials one by one into its required section and then at the end click on the Save Changes button to save the added details and credentials.
  • User then for further process opens his square account and clicks on the webhooks from the main menu.
  • On the webhook menu, user can click on the Add Endpoint button.

 

  • In the Add Endpoint section the user will further add the Webhook Name.
  • Enter the URL link mentioned in the Order Synchronization Settings page in the URL section of the woocommerce dashboard.

  • User after adding the required details, will further select the events from the checkbox as well, user need to select the following checkbox only.

  • Once done, user for further process click on the save button. 
  • New webhook successfully created after the process and system prompts the notification at the top of the square dashboard screen.

  • For more details, user need to click on the Webhook name which will open a new section on the right side of the screen. 
  • On this screen the user can view the name of the Webhook, URL link, Version and Signature key and the Events selected by the user.
  • User from the bottom of this section selects the dropdown option of More

 

  • After selecting an event from the dropdown, user further click on the Send button
  • System must share the Code 200 in return, which means that settings are working correctly from Woo Square Plus to Square Account.  
  • In case of any technical issue or error, the system shows other than 200 values. In this case user need to check and match all the details and process.

 

  • Payment.created

 

  • Payment Update

 

  • Refund Created

 

  • Refund Update

 

Set your permalink at Post name for better best result regarding Send Test Event

 

  • Permalink Setup
    • User can access the permalink via following steps:

WooCommerce Dashboard ⇒ Setting Menu ⇒  Permalink Submenu

 

  • Sync POS and WooCommerce Orders
  • For this user required an application of Square that will be considered as a POS.
  • This feature manages the orders charged through the Square Point of Sale application and further synchronizes them with WooCommerce.
    • All the synchronized orders will have all the product details and the specification of the order with the pricing and transaction ID as well in order to compare the order from WooCommerce and for managing the record.

  • As the Point Of Sale app is opened it will prompt to Sign In
  • Click the sign-in button and provide account credentials on the next screen, click sign-in on the top right corner of the POS.

  • When the account is logged in, all the items in the Square Item Inventory of the particular account will be displayed through the POS.
  • To make a charge tap an item, if the item is a variable product then POS will prompt to choose from Variations.
  • Select the variation and click add.

  • After clicking the add button, the item will be selected for charge and the amount will be updated on the charge button.
  • Click the charge button to create a charge in POS.
  • When the charge button is tapped, POS will redirect to the next screen, on the next page, there will be options to tap that option.

  • As more options are clicked it will display the different payment methods, select other payment types.
  • POS will redirect to the screen where payment can be recorded through POS.
  • To record the charge for the selected item click on Record Payment Button.

  • A charge will be created through POS and a Confirmation page will be displayed.

  • Order placed through Square POS will sync from Square to WooCommerce and display in the orders tab.

 

  • Refund request Square POS
  • A refund can be given through Square POS on any order created through the POS.
  • Any refund given on Square POS will reflect in the WooCommerce order tab for the particular synced Square Item.
  • Log in to Square POS through Square Account and issue a refund.

  • Open Transactions and click on that transaction you want to refund.
  • When the transaction information screen opens tap the issue refund button.

  • Select the item from the items tab and define the amount to be refunded from the amount tab and tap next.

  • On the next page, a reason for the refund has to be selected. After selecting a reason click on the refund button.
  • A confirmation screen will display for refund displaying the amount that is to be refunded.

  • As the POS has processed the refund it will be synced in real-time with WooCommerce and the refund will be displayed for the particular order in WooCommerce.

 

  • Creation of APPLICATION
  • User can create an application on square account that is mandatory to sync the woocommerce order to square, for this user can open this URL: https://developer.squareup.com/apps?lang=en-US& country=us 
  • On this URL, user will find the create new application sections where user need to click on the Plus button to add the new application details.

 

  • On the new screen a user is requested to add the name of the new application or user can also use the suggestion of old application names as well.

  • After adding the name of the new application, user further click on the save button to save the new application.

  • Sync WooCommerce Order to Square
  • Enable sandbox to place test transactions.

 

  • Click enable sandbox checkbox to set up a sandbox, fields for Sandbox application id, Sandbox access token, and Sandbox location id will appear.
  • Sandbox Application Id, Sandbox Access Token, and Sandbox Location id can be retrieved from the Square account.
  • Copy these credentials from the Square account and paste in the fields in the Payment settings tab and click save changes.
  • Sandbox Application ID and Sandbox Access Token can be retrieved from here on the Square Account. (Note: Create a Square application if you don’t have one: https://developer.squareup.com/apps)
  • Square Application must be set to Sandbox Settings mode.

 

  • Location ID can be retrieved from here on the Square Account.

 

  • Place an order on your WooCommerce site.

 

  • Open your Square Default Test Account.
  • Go to Transactions.
  • Synced orders will be displayed.

 

12.CartFlows For WooSquare Plus #

  • Available Cartflows step types to choose from:
    • Landing Page Step
    • Checkout Step
    • Upsell Step
    • Downsell Step
    • Thank You Step
  • A Cartflow Checkout.

 

  • An Upsell Popup.

 

  •  A Downsell Popup.

 

  • A Completed Order through Cartflow checkout with an upsell order.

 

  •  A Cartflow Upsell order in Woocommerce orders.

 

  •  Order in Square.

 

  • Upsell/Downsell Refund in Square

 

 

13.WooCommerce Pre-Order For WooSquare Plus #

  • After you have activated the Woocommerce Pre-Orders plugin, click the WooCommerce Product tab and navigate to Add new option and click.
  • A new page will open where a new product can be created in WooCommerce.
  • Provide all the product details then the Pre-Orders tab in the Product data.

  • Click Enable Pre-Orders checkbox.
  • Enter Availability Date and Time
  • Enter the Pre-Order fee if you want to.
  • Select When to Charge for product: Upfront or Upon Release.
  • Update the Product.

 

  • Product on Shop page.

 

  •  Product on Checkout page.

 

  •  A Completed Woocommerce Pre-Order on checkout through WooSquare Plus.

 

  •  Pre-Order in Woocommerce orders.

 

  •  Pre-Order transaction in Square.

14.Upgrade to WooSquare PLUS #

  • If user wants to upgrade the plugin from FREE Version to PLUS Version, then user can do this by two ways either user can install the Free plugin from the WordPress Plugin shop and then upgrade it or purchase the plugin from our own (https://apiexperts.io/solutions/woosquare-plus/).

 

  • Click on the WooSquare tab on the left side menu.
  • Click Upgrade.
  • Select any one of the options from Single Site, 3 Sites or 25 Sites.
  • And click Upgrade Now.

 

  • Now enter your account details. Example: email, name etc.
  • Select a payment method and enter details. Example: card number, security code etc.
  • And click the Review Order.

 

  • Now select one option between Annually or Lifetime.
  • Enter your account details again. Example: email, name etc.
  • And click Pay and Subscribe.

 

  • This is the email template that user will receive after purchasing the plugin from the store. In this email user can view plugins credentials and details.

 

  • Now login into your Freemius Account.
  • Enter Email and Password.
  • And click Sign in.

  • Now go to the Downloads tab on your Freemius Dashboard.
  • On the freemius dashboard you will view the list of all the purchased plugins with the download option and with the basic details as well. 
  • In the Downloads tab, user can view the WooSquare plugin as well. 
  • You can download the plugin by clicking on the download button.
Help Guide Powered by Documentor
Suggest Edit

2 thoughts on “WooSquare Plus Documentation”

Leave a Reply

Scroll to Top