Online Stores Setup

Direct-to-consumer brands sell mainly online, with pop-ups and wholesale on the side. We set up checkout, fraud tools and inventory across channels.

How these solutions fit online stores & dtc brands

See what each option adds to the way your business takes and tracks payments.

Square Online (websites)

For online stores & dtc brands: Give customers an online storefront for online orders, in-store purchases and marketplace sales, with ordering and fulfillment choices suited to your business. Square Online gives online stores a website with pickup, shipping and local delivery, and Square says in-store sales, online orders and inventory connect automatically. That keeps products sold mainly online from overselling across channels. Roots Payments builds the store, product pages and shipping rules.
  • Build product pages with photos, variants and descriptions
  • Set shipping zones, pickup windows and local delivery radius
  • Connect your domain and basic on-page SEO
Explore this solution

Square for Retail

For online stores & dtc brands: Connect online orders, in-store purchases and marketplace sales to a retail catalog, stock tracking and customer purchase history. Square describes Square for Retail as a POS to "sell more and stay stocked with a POS designed for retail." For online stores, that means products sold mainly online tracked in one catalog with stock synced between the counter and online. Roots Payments, an independent Square Reseller, builds the catalog, configures the plan and hardware, and supports your team after launch.
  • Import and clean up your catalog of products sold mainly online
  • Map your workflow to Square Free, Plus or Premium before you commit
  • Configure barcode labels, scanners, printers and cash drawers
Explore this solution

Square Inventory

For online stores & dtc brands: Track online orders, in-store purchases and marketplace sales with item-level stock records and replenishment workflows. Online stores carry products sold mainly online, and small counting errors turn into lost sales or dead stock. Square's inventory tools track stock in real time, print barcode labels and report COGS, sell-through and aging stock. Roots Payments builds the item structure and counting routine so the numbers stay right.
  • Design variants and SKUs so reports roll up correctly
  • Set up vendors, reorder points and purchase orders
  • Label existing stock and run the first full count with you
Explore this solution

Square Integrations

For online stores & dtc brands: Connect Square transaction data with the tools used to manage online orders, store stock and refunds, reducing repeated data entry. Square's App Marketplace connects the POS to accounting, ecommerce and other tools. Accounting sync is the most common; ecommerce sync matters if you also sell on another platform. Roots Payments picks the apps, connects them and checks that data lands correctly.
  • Recommend apps from Square's App Marketplace
  • Connect and map accounts, taxes and categories
  • Test sync with real sales
Explore this solution

Custom Development on Square

For online stores & dtc brands: Build a Square-based payment workflow around online orders, in-store purchases and marketplace sales, with custom software for your operating process. When an app doesn't exist, Square's APIs let developers build on catalog, inventory, orders and payments. Common builds connect a headless storefront to Square or a configured payment gateway, or sync orders with a 3PL. Roots Payments scopes, builds and supports the custom work.
  • Scope the build and quote it up front
  • Build and test in Square's sandbox
  • Deploy and monitor
Explore this solution

Square Marketing

For online stores & dtc brands: Build opt-in campaigns for online orders, in-store purchases and marketplace sales, from new offerings to reminders for returning customers. Square Marketing sends email and text campaigns from the same customer list your POS builds. For online stores, that means announcing new arrivals, restocks and sales to the people who already buy from you. Roots Payments builds the list, templates and automations.
  • Import and segment your customer list
  • Build branded templates
  • Set up automations for new and lapsed customers
Explore this solution

Square Loyalty

For online stores & dtc brands: Create a rewards program around online orders, in-store purchases and marketplace sales, with earning rules tied to how customers shop. Square Loyalty rewards customers by visit, spend or item, and Square says it helps you "reward returning customers and encourage future visits." A spend-based reward, such as $10 off after $200, works well for shops with repeat buyers. Roots Payments designs the reward rules and sets up enrollment at checkout.
  • Design reward tiers that protect your margin
  • Set up enrollment prompts at checkout
  • Link loyalty to marketing campaigns
Explore this solution

E-commerce Payments

For online stores & dtc brands: Add online checkout for online orders, in-store purchases and marketplace sales, with order references carried through payment and fulfillment. Ecommerce payments connect your website or online store to a partner-provided merchant account arranged by Roots and gateway. Card-not-present orders carry more fraud and chargeback risk than in-store sales. Roots Payments sets up checkout, fraud tools and reporting.
  • Connect your store platform
  • Set fraud rules for your ticket size
  • Test checkout and refunds
Explore this solution

Chargeback Management

For online stores & dtc brands: Organize evidence for disputed online orders, in-store purchases and marketplace sales, including customer authorizations, delivery details and service records. Roots coordinates chargeback-management services to help your business handle disputes and organize responses.
  • Discuss your business goals on a free consultation
  • Coordinate your provider introduction and setup
Explore this solution

Multi-Currency Payments

For online stores & dtc brands: Collect online orders, in-store purchases and marketplace sales in the currencies your customers use and reconcile them against the original order or invoice. Multi-currency checkout shows prices and charges cards in the shopper's currency, which can lift conversion on international orders. Card-not-present orders carry more fraud and chargeback risk than in-store sales. Roots Payments sets up currency, settlement and fraud rules.
  • Pick the currencies your shoppers use
  • Connect checkout
  • Set fraud rules for cross-border orders
Explore this solution

Merchant Account

For online stores & dtc brands: Arrange a processing account for online orders, in-store purchases and marketplace sales, with checkout methods matched to how customers pay. A dedicated merchant account gives online stores their own processing relationship, with interchange-plus or flat pricing and statements we explain line by line. Many small shops start on flat-rate pricing. Roots Payments reviews your statements and quotes before you switch.
  • Review your current statements for hidden fees
  • Quote pricing based on your card mix
  • Set up terminals or connect your POS
Explore this solution

Custom Payment Integration

For online stores & dtc brands: Connect the payment flow for online orders, in-store purchases and marketplace sales with your software and the operational records behind online orders, store stock and refunds. When off-the-shelf tools don't fit, we build custom payment flows. Common builds connect a headless storefront to Square or a configured payment gateway, or sync orders with a 3PL. Roots Payments scopes, builds and supports it.
  • Scope and quote up front
  • Build and test
  • Deploy and monitor
Explore this solution

Online Stores & DTC Brands payment questions

Start with the workflows your business needs. Options on this page include Square Online for Online Stores, Square for Retail for Online Stores, Square Inventory for Online Stores. Roots helps compare the setup, software and processing requirements around how you operate.
Yes. Bring your current POS, checkout or billing tools and recent processing statements. We review catalogs, inventory, counter checkout and online sales, then plan the changes your online stores & dtc brands business needs.
Request a quote for your business. The review covers your payment mix, locations, software, hardware recommendations and implementation work. Consultations and payment reviews are free.
Bring recent payment statements, the systems you use and a record of how a customer places an order, receives a service or pays a bill. Tell us which online stores & dtc brands workflows need to improve so we can scope a practical setup.

Let’s set up payments for your online stores & dtc brand business

Book a free 30-minute payment review to compare costs, address payment problems and plan your next steps.