A Square delivery integration built for bulk materials
Square runs your counter. Soil Direct adds what bulk delivery needs on top of it: delivered prices by distance and truck, delivery windows, dispatch and photo proof of delivery. Every order is written back to Square, so your books stay in one place.
What moves between Square and Soil Direct
Square stays the source of truth for your catalog and your money. Soil Direct reads from it and writes to it.
Comes in from Square
- Items and their variations
- Product photos and categories
- Units of measure, including your custom units
- Locations
- Prices, including per-location prices
Goes back to Square
- Products you create or edit in the portal, and their photos
- Every paid order, as a Square order at your location
- The customer, added to your Square customer directory
- Fulfillment progress, through to completed on delivery
- Refunds, and invoices for extra material
Every online order becomes a Square order
When a customer checks out on soildirect.com, Soil Direct creates the order in Square at the location that's delivering it. Material, delivery and sales tax are separate lines, with the tax applied as a real Square tax, and the delivery window and address travel with the order.
As the delivery moves along, the Square fulfillment moves with it: in progress once it's underway, completed when your driver marks it delivered. Because the order references your Square catalog items, Square's own reports and any stock you track in Square keep working the way they do for counter sales.
Payments go straight to your Square account
Customers pay by card, Apple Pay or Google Pay, and the payment is taken on your Square account, not a Soil Direct account. You're paid on your usual Square payout schedule, at your usual Square processing rates. When a customer orders from more than one yard in a single checkout, each yard is charged separately on its own account.
Refunds and changes, handled through Square
Decline or cancel an order and the customer is refunded through Square to the payment they used. Remove an item or lower a quantity and only the difference is refunded. If a customer needs more material, change the quantity and Square sends them an invoice for the extra, so you never take card details over the phone again.
What you'll approve when you connect
When you sign in with Square, Square shows you exactly what Soil Direct is asking for: access to your merchant profile, items, orders, payments, customers, invoices and loyalty. Each one maps to something above, such as reading your catalog, creating orders, refunding payments and sending invoices. You can disconnect Soil Direct from your Square account settings at any time.
Why not just use Square's own delivery tools?
Square is excellent at taking payments and running a counter. Bulk material delivery needs more: a price that depends on how far the address is from your yard and how many truckloads the order takes, delivery windows per location, a plan for which truck and driver go where, and a photo of where the load was dropped. That's the part Soil Direct adds, while Square keeps doing what it does best. See delivery and dispatch for how that works day to day.
Square questions
Does Soil Direct track my inventory?
Soil Direct doesn't keep a separate stock count. Orders are created against your Square catalog items, so if you track stock in Square, Square adjusts it as usual.
How do refunds and order changes work?
If you decline or cancel an order, the customer is refunded automatically through Square to their original payment, and they see the reason you give. Removing an item or lowering a quantity refunds just the difference.
If a customer needs more material, change the quantity: the order is re-priced and Square emails the customer an invoice for the extra.
Does it work with Square Loyalty?
It can. For yards that use Square Loyalty, customers can earn points under your own loyalty rules when a delivery is completed. Ask us to turn it on for your account.
Ready to take orders online?
Sign in with the Square account you already use to set up your yard. Your products go live on soildirect.com once our team has reviewed your setup.
Questions first? Email supplier@soildirect.com or call 888-688-7645.