This article provides information on how to configure your business profile in SOUS.
Setting up your business in SOUS includes the following:
- Adding Business Information
- Setting up Team
- Setting up Products/Services
- Configuring Invoice Policy
- Opening a merchant account with Nuvei
Please note that all these settings needs to be done in Business Center. To access Business Center, please click your profile icon at the top and select Business Center
The information you add here will be shown in your invoice which will be sent to your customer for your services.
Please follow the below steps to add or update your Business Information in SOUS
In Business Center, select Business Info tab & update the following fields as these will be used to populate your invoices
Business Name
Website Address
Address
City
State
Zip
Country
Click Save
To upload your Business Logo,
Hover over the logo upload section and click on the Upload button.
Click Browse
A file browser will appear. Navigate to the logo file you wish to import and select it (we recommend a transparent logo)
Example of Non-Transparent vs. Transparent logo:
Transparent means there is nothing in the background pixels and allows what's behind the logo to show through. Recommended size: 250 px (width) x 100 px (height) are the optimal logo dimensions for a web page.
Setting up your team
SOUS allows all its users, to add their team members in SOUS. This will allow SOUS users to share event details with their team members.
Please follow the below steps to Add, Update or Remove your Team Members in SOUS
To Add a Team Member
- In Business Center, select My Team tab
- Click the 3 stacked dots on the right and Add Member & update the following fields
- Display Name
- Role
- First Name
- Last Name
- Email Address
- Phone Number
Click Add
To Update a Team Member
- In Business Center, select My Team tab
- Locate the member from the list, click the 3 stacked dots, click modify & update the required field(s)
Click Update
Please make sure that there is no additional space at the beginning or end of a team member name or email address as this may cause issues in sharing event details with your team members
To Remove a Team Member
In Business Center, select My Team tab
Locate the member from the list, click the 3 stacked dots & then delete
Click Delete
Setting up Products/Services
The services or products we offer is added in this section.
In this page SOUS lists multiple types of products and services it supports like Private Event, Meal Prep, Cooking Class, Product, & Custom for any custom category service like drop-off.
Please follow the below steps to Add, Update or Remove your products or services in SOUS.
Adding a Product or Service
- Click on the "Create" button for the type of product you would like to add.
- Add your first product by updating the below fields.
- Product Name
- Price
- Description
- Click Save
Modifying a Product or Service.
- Locate the Product or Service that needs an update
- Click the 3 horizontal dots.
- From submenu, click Edit
- Update the required fields (Name, Price & Description)
- Click Save
Please note that editing a product will not change its type. To change a type of an existing product, you will have to delete or mark inactive the existing product and create a new one for the desired type.
Disabling a Product or Service
Instead of deleting or removing the product, you can disable or mark a product as Inactive so that it wont be listed as an item while generating an invoice. To add it back, update the state of the product or service to Active.
To disable a product,
- Locate the product you like to mark Inactive.
- Click the 3 stacked dots.
- From submenu, click Inactive
Inactive products will not be showing in item list while generating Invoices. To add it back or enable it, update the state of the product or service to Active.
Removing a Product or Service
Locate the product you like to remove.
- Click the 3 stacked dots.
- From submenu, click Delete
- Click Delete again from the confirmation popup.
Please note that deleted services or products cannot be recovered
Configuring your invoice Policy
The invoice policy is designed in such a way that it aligns with the Chefpreneur Method - taught in our coaching and mentorship programs. Please follow the below steps to configure your invoice policy
Click on the Invoice Policy tab.
You can click + Create under Create New to create your own
Complete the boxes marked, click Save
- You can also click + Create under Use Template for a guided policy creation
- Enter your desired numbers in the fields below for your policy and any additional custom language you want in the last field.
- Click Save.
Opening Merchant Account with Nuvei
Chefpreneur partners with global platform, Nuvei ® , and makes it easy for your customers to make payments securely in just a few clicks and you can receive your money as soon as the next business day.
To open a merchant account, 3 types of documents are required to verify your identity and proof of business. Below are just a few acceptable types of documents.
Proof of Business
DBA Filing
Articles of Formation
TIN Letter from IRS
Government Issued ID
Drivers License
Passport
Military ID
Voided Check
A check for the account to be used for payment deposits (This can be personal or business).
**If a voided check is not available, you can request a letter from your bank for your account as well on the bank's letterhead (instead of checks), which will also verify your ownership of the account and match up your information
Please follow the below steps to submit an application for opening your merchant account with Nuvei
- In Business Center, select Payments.
- Click Continue.
SOUS provides a simple 3-Step Merchant Application process for applying with Nuvei to accept online payments **Note: Please upgrade your plan to use this feature OR contact support team to enable this option with your current plan
Step 1: Create Application
- From your profile dropdown, select Business Center.
- Select Payments.
- Click Continue.
- On the Merchant Application page, click on GET STARTED.
- Complete the application with your business information.
- Click Save and Continue.
You must complete all 4 sections of the Merchant Application:
- Merchant Business Information
- DBA (Doing Business As) Information
- Owners or Officers
- Bank Information
Step 2: Upload Documents
- Click on Browse to the right of each document field (See Required Documents section above).
- Navigate to the folder where you have saved the file or document, select the file and click Open.
- Click the Upload button.
- Repeat the process for the remaining documents until all 3 are uploaded
Acceptable file types (extensions) include: *.pdf, *.jpg, *.jpeg, *.png, *.tiff, *.txt, *.doc, *.docx, *.zip
Maximum acceptable file size is 4MB (4,000 kb)