Set Up Your Point of Sale with Square for Retail
With Square for Retail Free and Square for Retail Plus, you’ll have the option to sign in with your email address and password or create a device code to use to log in to your device. A device code can only be used on a single device – so if you have multiple registers at a retail location, create a unique code for each device accessing Square for Retail Plus. Once you create a device code, you can sign in and start taking payments. If you’ll be using the same device settings for multiple devices, you can create groups to streamline the process for setting up your points of sale.
If you’re just getting started with Square for Retail, learn more about setting up your account. You can also learn more about the differences between Square for Retail Free and Square for Retail Plus.
To get started:
Log in to Points of Sale > click Create New Device.
Click Retail > choose the device settings > Create.
Enter your phone number or email address to receive a message with a copy of your new device code.
Use your new device code to sign in to the Retail app.
Note: Keep your new device code somewhere safe, you’ll need it to log in to the Retail app.
Create Shared Device Settings
If you’re planning on using the same device settings for multiple points of sale, you can create shared settings to help you setup your devices quickly. To help locate, manage and update your devices, search the device name or filter by location to get started.
Note: If you log in using your email address and password and only have one location and one device, you’ll be logged in to that location by default. Square will default to your device-specific settings each time you log in with the same credentials. You will also have access to a broader range of settings within your Retail POS, such as those present in the Square Point of Sale settings.
If you do not have one device and one location, you will create shared device settings and manage your devices and their access via the Dashboard.
To create shared device settings:
Click on a device you’ve created > toggle on Manage Device Using Shared Settings.
Enter the Settings Nickname.
Select Create New Setting. Choose your settings – including receipt type, tipping and cash management preferences.
Once you’ve finished setting up your shared device settings, you’ll see the option to add any device to the groups you’ve created – including existing devices.
To update an existing device to access your shared settings group:
Click on the device to update > toggle on Manage Device Using Shared Settings.
Choose Select Settings. You can select an existing settings group, or create new shared settings.
Devices not assigned to a specific shared settings group will be listed in alphabetical order under Other Devices.
The receipt options give you control over how and when your customers sign for their purchases. You can decide whether you want your customers to sign printed receipts or directly on the point of sale, and whether you wish to require a signature for all transactions or only those exceeding a purchase total of $25.00.
Included in your Square for Retail Plus subscription is full access to Team Management (Team Plus). Note: Team Plus is not included in Square for Retail Free, but basic Team Management is free with any Square account.
From the Point of Sale tab:
Determine how your team members interact with the Retail app: whether you would like them to clock in and out so you can track their time, and whether you would like to have a session timeout that would require entering the passcode after a certain time of inactivity on the Retail POS.
When tipping is enabled, your customers can add a tip to their purchase. You can choose whether to add tipping options to the signature screen or display them on a separate tipping screen. You’re also able to pick between suggested smart tips amounts or percentage amounts, and give your customers the option to enter a custom tip.
This setting allows you to manage a cash drawer – including tracking cash added or removed from the cash drawer outside of your transactions or refunds. This would make the Add Paid In/Out feature available on the More menu of the Square Retail app, regardless of which version you’re using (Free or Plus). You can set a default starting cash amount and customise settings so that a cash report is printed once the cash drawer is closed or automatically sent to the email address of the team member provided.
Read more about using Cash Management with Square for Retail.