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Manage and add Square locations

Saikumar Rachamalla
Updated

If your business is managed across multiple locations, you can manage these locations in the Square - NetSuite integration app. When a new location is added to Square, you can refresh and select the location from the Select active Square location setting. Once the locations are updated, configure a 1:1 mapping between the Square and NetSuite locations in the Square Orders to NetSuite Cash Sale flow. This mapping ensures that the inventory details/numbers get assigned appropriately between Square and NetSuite locations. 

Note: The integration app displays only the locations that are with active status in your Square account.

Select a Square location in the integration app

  1. In the Square – NetSuite integration app, go to Settings > General.
  2. From the Select active Square location list, select the new location(s) you want to add.

    Note: The integration app displays any new location added to Square, only when you refresh the setting manually.

  3. Click Done.
  4. Click Save.
    "General_Locations_Fig_1.png

Configure location mapping

  1. Go to Flows > Order. 
  2. Next to the Square Order to NetSuite Cash Sale flow, click Edit Mappings.
    Order_to_Sales_Flow_Fig_2.png
  3. Look for location_id <--> Location InternalId (Export side field) field mapping and click the Settings (Settings (gear) button) button.
  4. In the Export field value column, enter the new location name added in Square. 
  5. In the Import field value column, select the NetSuite location you want to map. Similarly, add an entry for each new location as shown in the following image.
  6. Click Save.
    Mappings_Fig_3.png

FAQ

Q1: How do I manage my business across multiple accounts and locations concerning tiles?

Scenario 1: I want to manage my business in 20 locations from a single Square account and another 04 locations from a different account. What is the correct provisioning of the Square - NetSuite integration app?

Answer 1: A single integration app tile can accommodate a maximum of 10 stores/accounts. To optimize API call performance, a single store/account can accommodate a maximum of 10 locations.

For your business requirement, you will need to create two tiles and set up the locations as mentioned below:

  • Tile 1
    • Account 1: 10 locations 
    • Account 2: 4 locations
  • Tile 2: 
    • Account 1: 10 locations

Scenario 2: I want to manage my business across 32 locations from a single store/account, how do I do that?

Answer 2: You will need to create four tiles and set up the locations as mentioned below:

  • Tile 1
    • Account 1: 10 locations 
  • Tile 2: 
    • Account 1: 10 locations
  • Tile 3: 
    • Account 1: 10 locations
  • Tile 4: 
    • Account 1: 2 locations

Scenario 3: I have my business extended across 21 locations from our four stores/accounts as mentioned below. How many integration app tiles are required to set this up?

  • Account 1 - 3 locations
  • Account 2 - 7 locations
  • Account 3 - 2 locations
  • Account 4 - 9 locations

Answer 3: You will need only one tile to set up the locations as mentioned below:

  • Tile 1
    • Account 1: 3 locations  
    • Account 2: 7 locations
    • Account 3: 2 locations
    • Account 4: 9 locations