Navigating the Square Retail Point of Sale app

We redesigned the Square Retail POS app so you can customise the layout of your catalogue and optimise your workflow by organising the items, actions, and functions most useful to you during checkout. Now with more tools, you can personalise your POS to make checkout a more efficient experience, no matter the size of your catalogue.

Features

• Personalisation: Organise your items, discounts, saved carts, and customer profiles in a way that works best for you and your business.

• Scalability: Unlock more real estate to seamlessly organise your catalogue of items into pages, categories, and display groups.

• Efficiency: Save time by having quick access to shortcuts you commonly use when processing an order, like quickly attaching a customer’s profile to the order, adding a discount, adjusting an item’s price, or opening a saved cart.

• Order with fulfilment - You can toggle between fulfilment types directly in the cart, easily choose shipment or pickup for the transaction, and enter relevant fulfilment details to apply to the whole cart. You can also select to fulfil from another location where the item is in stock. 

• Favourites - Discounts, Customers, and Saved Carts will be your default tiles before you customise your layout. Note: Any favourites created in Square Point of Sale or Retail previously will transfer to the Retail POS app.

• All items - Categories will have a tile, and you can have as many tiles as you want. Tap a tile to view items within each category.

Get started

1. Download the most recent version of the Square Retail POS app on a compatible smartphone or tablet.

   • If you’re using Square Register, you’ll need to make sure the software is up-to-date. Learn more about updating your Square Register.

2. Once you’ve downloaded the Retail POS app, sign in using the email address and password associated with your Square account or a device code.

Learn more about downloading the Square app.

Customise your pages and grid

1. On an iPad, tap and hold any tile to switch to setup mode. 

2. From there, you can move tiles to your preferred layout. On Square Register, tap and hold the whole editing sheet to move tiles. 

3. Select Done to save your changes.

Edit pages

1. Tap the page title to show the editing icon.

2. Tap the editing icon next to the page name to edit the page. 

3. From here, you can add new tiles for items, categories, groups, or actions.

4. To remove a page, tap Remove Page. This does not delete any items, categories, or discounts from your account, only the page that organises them.

5. Tap Add a page to create a new page.

Add and edit tiles within pages

You can add and edit tiles for individual items, categories, or actions by tapping the respective options when editing the page.

• Item: Creates a single-item tile. Add multiple item tiles at the same time by checking the boxes by the item name.

• Category: Creates a tile for a category that will show any items within that category when tapped. Add multiple category tiles at the same time by checking the boxes by the category name.

• Action: Create a tile for saved carts, customers, discounts, or individual discounts.

To add or edit a tile:

1. Tap and hold any tile to enter setup mode.

2. Tap + on an empty tile to create a new tile.

3. Choose Item, Category, Display Group, or Action.

Note: Use the Item Library to edit or add images, colours, and names to item tiles.

Service charges

With the Square Retail POS app on iPad or iPhone, you can also add service charges to any purchase. To get started:

1. From the Checkout screen, hold down a tile then tap Edit tile grid.

2. Under “Add to page,” tap Action.

3. Check the Service charges action tile box.

4. Select applicable service charges.

5. Tap Done.

From there, you can move the tile to rearrange or tap the Service charges tile to make edits at any time.

To check out a customer with a service charge:

1. Add items to the cart.

2. Tap the applicable items, then tap Apply Service Charge.

3. Choose applicable service charges, then tap Save.

4. Tap Add to Cart.

5. Tap Charge to complete the payment.

Learn more about Services Charges with Square.

Other Updates

Recent changes included with Square for Retail:

• Bundles with Square for Retail Plus: combine multiple items together and sell them as one item. Square will automatically track the inventory of the individual components. 

• Archive Items: remove items from your Item Library to prevent them from being sold. Archived items will still have their item data and stock history and appear in your inventory reports.

• Add-on Library: offer other Square services directly from your Square Retail POS app directly from the checkout grid. 

FAQ

Does this change affect all devices?

All devices with the Square Retail POS app will show the redesign. If you have multiple devices for each location, any edits you make on one device will show up on every device logged in to the same location.

Note: While iPhones will show your item grid, you will need to edit the grid and tiles from a different device.

What's the new cart experience?

With the new cart experience, you can optimise your checkout workflows and create a pickup or shipping order, all in one place. to enable, Go to ≡ More > Settings > Favourites. Then, toggle on Enable the new cart experience.