Submatic allows you to link a product from Square with a specific package or subscription template. When the product is sold in Square POS it will trigger an order creation workflow in Submatic.
Link Product
- Go to your Templates page
- Click on "Manage" for the template that you would like to link
- Click "More Settings"
- On the "Link POS Product" page, begin typing the product name and click on the product name when you locate it. Note that the product will appear only if: the product has been imported into Submatic and the product is not already linked to another template.
- Click Save to confirm the product link
Process Sale in Square POS
Once you complete the above steps the product that you selected is linked to a specifc template in Submatic. When the product is sold in Square and a customer is attached to the sale, an order will be created in Submatic using the linked template. An order is processed in Submatic in real time once it is completed and paid in full in Square.
If a linked product is sold in Square and no customer is attached to the order an email alert will be sent to the Submatic account owner. The email includes information about the linked product that was sold as well as a link to the Square receipt.
If this occurs you have the ability to manually create an order in Submatic.
Edit Linked Product
- Go to your Templates page
- Click on "Manage" for the template that you would like to edit
- Click "More Settings"
- Click on the Garbage Can icon on the right side of the page below the word "Unlink"
- At this point you may link a new product or leave the template as is, without any linked product.