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Getting Started with Square for Retail on Mobile

Overview

With Square for Retail on Mobile, you can accept payments and run your retail business from beyond the counter and straight from the palm of your hand. By using the app with any compatible iPhone, you’ll have the opportunity to meet your customers where they are – and add in extra points of sale when things get busy. Once you’ve installed Square for Retail on Mobile, you can:

  • Provide your team members with device codes to have them take payments from their personal devices when your line gets too long.

  • Take payments on-the-go from anywhere in the country and track your business’s transactions with a few simple taps.

  • Create and manage customers, discounts and items, whether you’re at your primary business location or in the comfort of your own home.

  • Free up your main point of sale to take care of your customers and receive stock on your phone to ensure your inventory is accurate and up to date.

  • Manage your inventory directly from the Inventory section of your app and take various actions on received stock and purchase orders.

Features

Take a look at the table below to view the differences between Square for Retail on Mobile vs Square for Retail on an iPad.

iPad iPhone
Checkout
Search customers ✔️ ✔️
Smart Favourites ✔️ ✔️
Auto-Calculated Taxes ✔️ ✔️
Item Options ✔️ ✔️
Auto Discounts ✔️ ✔️
Add Customer to Cart ✔️ ✔️
Customer Profiles ✔️ ✔️
Capture Emails ✔️ ✔️
Saved Carts ✔️ ✔️
Customer Cheat Sheet ✔️ ✔️
Transactions
Issue Refunds ✔️ ✔️
Issue Exchanges (Plus Only) ✔️ ✔️
Print New Receipt ✔️ ✔️
Search Transaction by Receipt, Card and Customer ✔️ ✔️
Search by Scanning Barcode ✔️
Orders
Create Orders ✔️ ✔️
Manage Orders ✔️ ✔️
Cross-Location Inventory Search ✔️
Cross-Location Pickup ✔️
Print Shipping Labels ✔️
Items
View Inventory Counts ✔️ ✔️
Edit Product Options ✔️ ✔️
Adjust Inventory ✔️ ✔️
Inventory Management
Transfer stock ✔️
Receive Stock ✔️ ✔️
Add Cost Upon Receipt ✔️ ✔️
Add Vendor Upon Receipt ✔️ ✔️
Receive Purchase Orders ✔️
View Purchase Order Details ✔️
Search for Purchase Orders ✔️
Create Purchase Orders ✔️
Print Barcode Labels ✔️
Low Stock Alerts ✔️ ✔️
Reporting
Cash Drawer Management ✔️
Item Sales Report ✔️ ✔️
Loyalty Report ✔️ ✔️
Invoices
Create Invoice ✔️ ✔️
View Outstanding Invoices ✔️ ✔️
View Paid Invoices ✔️ ✔️
Settings
Add Favourites ✔️ ✔️
Card Readers ✔️ ✔️
Square Stand ✔️ ✔️
Printers ✔️ ✔️
Cash Drawers ✔️
Barcode Scanners ✔️ ✔️
Orders – Quick Actions ✔️
Orders – Alerts ✔️
Orders – Print Online Order Tickets ✔️
Team Management
Team Passcodes ✔️ ✔️
Offline Mode
Take Payments in Offline Mode ✔️ ✔️
Create and Manage Items in Offline Mode ✔️ ✔️
Inventory Management in Offline Mode ✔️
Customer Directory in Offline Mode ✔️
Payment Types
Partial Payments ✔️ ✔️
Split Tender ✔️ ✔️
Physical Gift Cards ✔️ ✔️
eGift Cards ✔️ ✔️
Instalments ✔️ ✔️
Accept Deposits ✔️ ✔️

Getting Started

To get started on an iPhone, download the Square for Retail app and enter your email and password or create a device code to log in to start taking payments.

Setup Guide

Once you sign up for a Square for Retail account and sign in to the app, you can access the Setup Guide. If you haven’t completed the primary setup steps, you can do so through the Setup Guide, as well as explore guided walkthroughs, tutorials and advanced setup steps. You’ll also see a tracker at the top of the Setup Guide and/or Checkout screen that shows your setup progress.

To dismiss the Setup Guide, tap the “⋯” icon in the top-right corner of the guide, and select Dismiss Setup Guide. This will remove the Setup Guide tracker from your Checkout screen, but you can easily access it any time after you dismiss it. If you’re using Square for Retail on your iPhone, tap the Menu icon at the bottom right side of the app screen, and tap Support > Tutorials > Setup Guide. If you’re using Square for Retail on your iPad, tap the Menu icon at the bottom left side of the app screen, and tap Support > Tours and Tutorials > Setup Guide.

Frequently Asked Questions

Can I use Square for Retail on Mobile with my Android device?

At this time, Square for Retail on Mobile is only available with Apple iPhones running iOS 12 or higher. Keep an eye out for updates in our Seller Community.

Do I need to create a new account in order to use Square for Retail on Mobile?

No. Once you’ve downloaded the app to your iPhone, you can sign in with either your email address and password or device code. Your account information, including customer directory and item library, will be available upon logging in.

I’m seeing some actions aren’t available with Square for Retail on Mobile. How do I access those?

Depending on whether you’re subscribed to Square for Retail Free or Square for Retail Plus, there may be some minor differences in the features available to you. Some features may only be available in your online Square Dashboard. Learn more about the differences between Square for Retail Free and Square for Retail Plus.

Can multiple team members use Square for Retail on Mobile at the same time?

Yes! If your line starts to get too long or you need an extra set of hands to help out with selling, team members can log in to Square for Retail on Mobile on their personal iPhone and take payments on your behalf.

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