Sell with the Square for Retail App
To get started:
Note: <b>Note</b>: If you’re downloading the Square for Retail app for the first time to your device, keep in mind you must be running iOS 14 or higher.
Add or remove items from your cart
You can add items to your cart in several different ways with the Square for Retail app – depending on your preferred workflow: through keyword search, scrolling down through your item categories, scanning an item barcode or using your Favourites list.
Note: <b>Note: Carts left open longer than 180 days will be removed from your account.</b>
To search for an item from the Square for Retail app:
- Tap the search bar at the top of the screen.
- Type a keyword, UPC, or SKU number for the item you’re searching for.
- Tap the item you would like to add to the cart > Add to Cart.
Once you create item categories, you can navigate through item types by selecting the Category quick tile.
Note: The Category quick tile is not available on Square for Retail on Mobile at this time. You can still view and manage categories by tapping ≡ at the bottom of the app > Items > Categories.
Adjust items in cart
When an item is added to your cart, you can add a note, change the quantity or adjust the price.
Add a note to an item
Tap the item from your cart view.
Tap Save.
Note: <b>Note</b>: Notes will appear on your customer’s receipt and in your sales reports.
Change the quantity of an item in your cart
Tap the item from your cart view.
Adjust the quantity of the item using the <b>-/+</b>, or tap the number field.
Adjust the price of an item
Tap the item from your cart view.
Tap <b>Adjust Price</b> at the bottom of the item details page.
If you want to return the item’s original price for the current transaction, just tap <b>Reset Price</b>.
Collect tips
To enable tipping on an existing device:
Go to Points of Sale from your online Square Dashboard.
Click the device(s) you’d like to enable tipping on.
Toggle on Collect Tips.
Set your tipping preferences:
-
Smart Tip Amounts When Smart Tip Amounts is turned on, tipping works as follows:
If a transaction is less than $10, the available tipping options are: No Tip, $1, $2 or $3.
For a transaction $10 or more, the available tipping options are: No Tip, 15%, 20% or 25%.
<b>Percentage Tip Amounts</b>: Enabling percentage tip amounts allows you to set three custom amounts, which you can adjust at any time.
When you’re all set, click Save.
GST
Discounts
Once you’ve created discounts, you can add them to sales:
- Tap the Discounts quick tile in the Square for Retail POS app.
- Select a discount to add it to the cart.
- Your cart will be updated with the discount amount applied to all of the items in your cart.
- If the discount amount hasn’t been defined, you can tap the discount in your cart to edit it.
- Locate the item you would like to sell at a discount > swipe left.
- Tap Apply Discount.
- Select the discount to apply.
You can remove discounts from your cart by clearing the entire cart or by removing the discount individually from the cart.
Note: All discounts (cart or item level) are automatically defaulted to show on the item level on your customer’s printed and digital receipts, providing transparency to buyers on how much each item costs. Also, your staff can clearly see how much a returned item is worth, expediting the return process.
You can choose whether cart-level discounts appear as itemised or are simply totalled on your customer’s receipts. To do so:
- Go to Account & Settings from your online Square Dashboard.
- Click Business > Receipts.
- Under “Items and total,” toggle on “Show total savings row when more than one discount is applied.”
- Next, toggle off “Show cart-level discounts on the item level” to prevent itemised cart-level discounts from appearing on receipts.
- Click Save.
Note: Item-level discounts will always be itemised on receipts.
Note:
Process a sale
Once your cart reflects the correct item quantity and amount, you’re ready to charge your customer. To process a sale:
The payment screen will appear – select your customer’s payment method.
Note:
Adding or editing a custom sale amount
You can add a custom amount to your cart for items or services that aren’t in your current inventory.
Saved carts
To get started:
If you have items added to your cart, tap <b>Save Cart</b>.
Tap Save.
Once your customer is ready to check out, tap the <b>Saved Carts</b> quick tile to view your saved cart list.
Note:
Manage saved carts
Delete, merge, or transfer cart ownership from one team member to another. You can quickly filter saved carts by:
- Cart name
- Total
- Most recently saved
- Team Member
- Tap the Saved Carts quick tile to pull up your current carts.
- After choosing a cart, select Edit.
- If you select multiple carts, in addition to the delete and transfer options, you’ll have the ability to merge saved carts.
Note: Merging multiple carts means you’re choosing to transfer information from one cart to another. For example: If you have customers added to Cart A and Cart B, when you merge Cart A to Cart B, the name and information for Cart A will be overridden by Cart B — only the customer from Cart B will be included in the sale.
Learn more about managing customers from your cart.
Receipts
Once the sale is complete, you’ll see the option to send your customer’s receipt via SMS or email, as well as print a physical copy if you have a compatible receipt printer connected. To return back to your cart, tap New Sale on the top left.
- Tap Transactions.
- Find the transaction to print a receipt or gift receipt:
- Search by receipt number.
- Search by full credit card number.
- Scroll through activity feed.
- Scan the barcode on printed receipts.
- Tap the transaction > New Receipt.
- Select the receipt method.
Note: A gift receipt cannot be emailed or sent as SMS, only printed.
- Tap the Customers quick tile, or use the search bar > Customers.
- Find your customer by searching for their name.
- Tap the customer’s name. Under “Activity,” review the customer’s purchase history. Once you find the original transaction, tap New Receipt.
- Select the receipt method.
Learn more about Cash Management with Square for Retail.
Customer management
Creating customers allows you to track transactions against a customer and record notes.
- On the Checkout screen of the Square for Retail app, tap the Customers quick tile.
- Tap Add Customer.
- Select a customer or Create a new Customer by entering your customer’s information into the required fields or have them enter their information using the customer display on Square Register.
- Enter any additional information and tap Save.
When you add a customer to your cart, the completed sale will be recorded and stored in your Customer Directory. There are two ways to add a customer to your cart:
- On the Checkout screen, tap Add Customer or the Customers quick tile.
- Tap the customer you’d like to add to the sale, and from their profile tap Add to Sale.