Sell With the Square for Retail App

Note:

Add or Remove Items to/from Your Cart

You can add items to your cart several different ways with the 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: Bills left open longer than 180 days will be removed from your account.

Add Items Using Keyword Search

To search for an item:

1. Tap the search bar at the top of the app.

2. Type a keyword, UPC or SKU number for the item you’re searching for.

3. Next, just tap the item you would like to add to the cart &gt; <b>Add to Cart</b>.

Add Items Using Category Navigation

Note:

Remove All Items from Your Cart

If you accidentally add an item to your cart, you can remove it at any time before the sale is complete.

Clear Entire Cart

1. Tap <b>Actions</b> on the top right, or the three dots when using Square for Retail on Mobile.

Remove Individual Items from Your Cart

1. Tap the item you wish to remove.

3. Confirm by tapping <b>Confirm Remove From Cart</b>.

Note: <b>Note</b>: You can also remove an item by swiping your finger across the item from right to left and tapping <b>Delete</b>.

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

1. Tap the item from your cart view.

3. 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

1. Tap the item from your cart view.

2. Adjust the quantity of the item using the <b>-/+</b>, or tap the number field.

Adjust the Price of an Item

1. Tap the item from your cart view.

2. 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:

2. Click the device(s) you’d like to enable tipping on.

3. Toggle on Collect Tips.

4. 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.

1. When you’re all set, click Save.

Sales Tax

Discounts

Add a Discount to a Sale

Once you’ve created discounts, you can add them to sales:

1. Tap the <b>Discounts</b> quick tile in the Square for Retail POS app.

2. Select a discount to add it to the cart.

3. Your cart will be updated with the discount amount applied on all of the items in your cart.

4. If the discount amount hasn’t been defined, you can tap the discount in your cart to edit it.

Add Discounts to Individual Items

1. Locate the item you would like to sell at a discount.

2. Swipe left.

4. 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:

Edit Discount Settings

You can choose whether cart-level discounts appear as itemized or are simply totalled on your customers’ receipts. 

To do so from your online Square Dashboard:

1. Navigate to Account &amp; Settings under Settings.

3. 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 itemized cart-level discounts from appearing on receipts.

Note: <b>Note</b>: Item-level discounts will always be itemized 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:

2. 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.

Add a Custom Amount

1. Tap <b>Actions</b> or the three dots on Square for Retail on Mobile.

Edit a Custom Amount

1. Tap the custom amount item in your cart that you’d like to edit.

Saved Carts

To get started:

1. If you have items added to your cart, tap <b>Save Cart</b>.

3. 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

• Cart name

• Total

• Most recently saved

• Employee

To manage saved carts:

1. Tap the **Saved Carts** quick tile to pull up your current carts.

3. If you select multiple carts, in addition to the delete and transfer options, you’ll have the ability to merge saved carts.

For example:

Learn more about managing customers from your cart.

Receipts

Issue Receipt

Reprint from Activity

1. Tap Transactions.

2. 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.

4. Select the receipt method.

Note: <b>Note</b>: A gift receipt cannot be emailed or sent as SMS, only printed.

Reprint from Customers

2. Find your customer by searching for their name.

4. Select the receipt method.

Customer Management

Creating customers allows you to track transactions against a customer and record notes.

Creating a Customer

1. Tap the lower-left three-dot icon.

3. Enter your customer’s information into the required fields or have them enter their information using the customer display on Register.

4. Enter any additional information and tap <b>Save</b>.

Adding Customers to a Sale

2. Tap the customer you’d like to add to the sale and from their profile tap <b>Add to Sale</b>.

Remove Only Your Customer from the Cart

To remove a your customer from a cart:

1. Tap the name of the customer you wish to remove.

Messaging your Customers

To create a new message:

1. Select the <b>Messages</b> icon from your online Square Dashboard or the navigation menu of the Square for Retail app.

2. Note:

4. Tap or click on the blue arrow to send your message.

To view your existing messages and respond to customers:

1. Select a conversation from the <b>Messages</b> section of your online Square Dashboard or Square for Retail app.

3. Tap or click on the blue arrow to send your message.

Learn more about using Square for Retail POS app.