You can adjust the settings of a location using Square as the POS.
Editing location settings is only possible with the user role Edit location settings. If your user role does not include this, contact an Administrator user in your account and ask them to provide you access. Learn how to change user roles.
Follow the steps in this article to access the settings page of your POS. Most settings in this article can also be changed for individual channels.
The following settings are available inside the Square POS settings section of a location or channel.
Connection
Square location name
Choose the Square location name to use for this Deliverect location. You can find your Square location names on your Square dashboard.
The Square locations are retrieved from the Square account connected to your Deliverect account. If you are missing a location, follow the steps in this article to re-authorize your Square account.
Product sync
Snooze item if out of stock
Automatically snooze a product for a set time if it is unavailable or out of stock in the POS. The snooze operation will trigger when an order is attempted and fails due to stock levels.
Default tax
Overwrite tax rates set in Square with an integer value. The rate is applied to all items during a product sync. Leave empty to use POS taxes.
Sync Square modifier group customisations
Activate to sync various POS min/max values of the same modifier groups when modifying different products. The values are visible in the Customizations section of the Deliverect products.
Sync Square "Variation" items
Sync Variation items created in Square as Deliverect variant items instead of as separate variation or size products.
Currency
Choose the currency in which item and order totals should be sent to Square.
When making changes to the following settings, ensure that you are editing in the correct area. Any changes made to the location will propagate to all online stores of this location. Any changes made when editing the settings from the online store will impact only that online store.
Menu
Inventory management
Square’s inventory tracking feature allows you to automatically snooze products based on their stock levels from your POS. To use, activate the setting, save, and then configure Stock threshold setting.
Stock threshold
Set a threshold on when to automatically snooze products based on their stock levels from your POS. Activate the Inventory management setting to use.
Global order settings
Anonymize customer data (GDPR)
Activate to hide order customer info and delivery address details. Updates the customer's name to “Anonymized” when the order is finalized by Square.
The customer information is available until the order receives the “Finalized” order status.
Skip sending tax remit
Activate to prevent remitted tax from being sent to Square. If you use an online store that is the marketplace facilitator and remit tax you will likely not need the tax amount to be sent to Square.
Order
Source name override
Override the default online store name so that payment source differentiation can be made on Square.
Order payment
Send discounts
Activate to send any discount amount to your POS.
Send service charge
Activate to send any service charges to your POS.
Send delivery fee
Activate to send any delivery fees to your POS.
Send tip
Activate to send any tips to your POS.
Bag service charge
Send bag fees to your POS as a service charge. Enter the name to display and print on Square.
Order behaviour
Buffer orders
Activate to delay order release to the POS. Orders are automatically accepted on Parsed and Scheduled statuses until it is time to send them to the POS (pickup time minus the channel’s Average Preparation Time). This setting overrides the value set in Auto accept order when as all orders are auto-accepted.
Average preparation time
Set your average preparation time in minutes. Used in combination with the Buffer orders setting.
Average delivery time
Average delivery time in minutes. Controls various self-delivery and dispatch settings.
Separate same products
If two or more of the same products are ordered, separate them into individual line items for improved visibility in the POS order and receipt.
Skip sending order cancellation to POS
Skip sending any online store or DMA cancelled order to POS.
Snooze item if out of stock
Automatically snooze items for a set amount of time if unavailable or out of stock. Snooze will trigger when an order is attempted and fails due to stock issue, where the unavailable item will then become snoozed.
Use “Shipment” fulfilment type for delivery orders
Activate to send delivery orders as the SHIPMENT fulfillment type. When inactive, Square receives all orders as the PICKUP fulfillment type, due to no available delivery option.
Display scheduled orders on Square's "Incoming" screen
Activate to have orders be displayed in Square’s “Incoming” tab until pickup time minus Deliverect’s average preparation time, and then release to “Active” tab.
This allows all orders to be released to Square immediately, and displayed on the correct screen.
When inactive, all orders are released immediately to Square to display under the “Active” tab. .