This article provides information on how to configure your business profile in SOUS. 

As a first step, click your profile icon at the top and select Business Center. 

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
  
  

Adding Business Information

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 the Business Center, click on the Business Info tab.
• Select the 3 vertical dots and click Edit to unlock the panel.
• 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 to locate the logo image file.
  • 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 the Business Center, select the My Team tab 
  
• Click the 3 vertical dots on the right and select 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 the Business Center, select the "My Team" tab.
  
• Locate the member from the list.
• Click the 3 vertical dots, and 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's name or email address as this may cause issues in sharing event details with your team members

To Remove a Team Member 

• In the Business Center, select the My Team tab.
• Locate the member from the list.
• Click the 3 stacked dots & then click Delete.
• Click Delete

Setting up Products/Services 

The services or products we offer are added in this section. 

In this page, SOUS lists multiple types of products and services it supports like Private Events, Meal Prep, Cooking Class, Products, & 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 the 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 displayed in item list while generating Invoices. To add it back or enable these products, update the state of the product or service to Active.

Removing or Deleting 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

Sous allows you to set up invoices in two ways:

Use a Predefined Template – Choose from ready-made format which is based on Chef Andres teachings at Chefpreneur.

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. 

Create a Custom Template – Design your own to suit specific business needs.

Click + Create under Create New to create your own

Complete the boxes marked & click Save

You can create multiple invoice policies, but only one can be active at a time.

In some cases, users may create a custom invoice policy for a specific product. When invoicing for that product, make sure to manually switch from the default invoice policy to the custom one. This ensures the correct invoice format is shown on the invoice screen.

Opening Merchant Account with Nuvei

SOUS 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 tab & Click Continue. 

SOUS provides a simple 3-Step Merchant Application process for applying with Nuvei to accept 

online payments.

Please note that this is a paid feature and wont be available in free tier.

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 and maximum acceptable file size is 4MB (4000 kb)

Step 3: Submit Application

• Click on Submit Application.
• Check the boxes indicating you have read, understand, and agree to Nuvei's Terms of Service and Pricing policies.
• Click Submit.