Reintroducing Square Point of Sale
Square Point of Sale is now better than ever. The user interface that you’ve come to know over the years has gone through a few key changes to make your day-to-day business easier to manage. With added features throughout the redesigned checkout and navigation flows, you’ll be able to accomplish more each day and watch your business grow.
Along with the addition of the new Settings redesign, the Square app has been transformed to simplify the way you interact with your point of sale.
The Keypad, Library and Favourites sections have moved from the bottom of the screen to the top of the screen for iOS devices, Android devices and Square Terminal. The same tools will be available on the left side of the screen for Square Register.
The option to add a customer to your sale is now seamlessly integrated into your checkout.
Easily manage your balances, reports, invoices, items, customers, orders and settings through the ≡ More menu to ensure your business runs just the way you like it to – smoothly and efficiently.
Before you get started:
Square sellers using Apple devices must be running iOS 14 (or higher) to access important improvements and functionality that Square will release moving forward.
Once you’ve downloaded the app, sign in using the email address and password associated with your Square account, or a device code.
Note: If you’re using Square Register or Square Terminal, you’ll need to make sure the software is up to date prior to utilizing the new features. Learn more about updating your Square Register and/or Square Terminal.
To upgrade to the newly redesigned Square Point of Sale:
Tap ≡ More > Settings > Checkout.
Under “Appearance”, tap Upgrade to the new Square Point of Sale to implement the changes to your point of sale.
Customize Item Grid
Sellers using the Square POS app on a mobile device or Square Terminal will have the ability to create an item grid through the Favourites section of the Checkout screen. The feature allows sellers to add frequently used items and categories (as well as gift cards and discounts) to their main Checkout screen for ease of use.
Customize the Main Menu
You can customize the main menu to fit your needs by picking which tools appear on the main screen for instant access, and which are housed under ≡ More. You may add or remove up to two tools.
Note: Checkout and Notifications will always remain in the main menu for quick access. To customize your menu bar:
From the Square app, tap ≡ More.
Add frequently used tools to the tab bar so they’re always next to Checkout and Notifications.
While there are some slight changes to the checkout experience, all of the same features you’ve come to expect from Square are still in place. Whether you’re using the Keypad to enter a dollar amount, or choosing items from your Item Library or Favourites pages, you’ll still have the ability to quickly and easily accept payments at any time. With the ability to add customers directly from the checkout flow, you can also start to build your customer base with each sale and keep them coming back with products like Square Loyalty and Square Marketing.
Note: If you’d prefer to remove the option to add a customer directly from the checkout flow, visit ≡ More > Settings > Checkout > Customer management. Under “Collect Customer Information”, toggle off Before checkout.
After logging in to the Square POS app, you’ll see the Keypad you’re familiar with for entering dollar amounts, as well as your Item Library and any other Favourites pages you’ve created in the past. You can set up your item grid on a tablet to add a new Favourites page, items, categories, discounts and more. To rename your Favourites page(s) to something else (e.g. Drinks, Food, Merchandise, etc), tap the pencil icon next to the name of the Favourites page during creation. Once you’re familiar with the updated layout, you can start the checkout process.
Depending on your business type, you may have the need to save your customers’ orders for a later time. Whether they’re shopping around or dining in, it’s important to meet your customers where they are during their time with you. You can do exactly this by using Open tickets – where you can create, edit and save an order before completing the sale, on any compatible device.
To enable Open Tickets from the Square POS app:
Tap ≡More > Settings > Open Tickets.
Toggle on Open Tickets.
By enabling Open Tickets, you’ll be able to view, manage and complete them directly from the Tickets button on your main Checkout screen, across all devices.
If you’re using an iOS or Android Tablet, Square Terminal, or Square Register, you’ll see two additional options – Use Open Tickets Menu as Home Screen and Use Predefined Tickets – that can be used to customize the way you and your team interact with Open Tickets. By toggling on Use Open Tickets Menu as Home Screen, you’ll return to the tickets menu after each completed transaction. Toggling on Use Predefined Tickets will give you the option to create ticket groups, reuse ticket names, specify the number of open tickets per group, and access ticket group reporting from your online Square Dashboard.
Learn more about how to use Open Tickets with your business.
We understand that not every sale may work out in the long run. With a few simple clicks, you can easily refund your customers directly from Square Point of Sale. Choose the item(s) in question or provide a specific amount to send back to your customer and they’ll receive their funds to their original form of payment. You’ll also have the option to refund to a Gift Card to use the next time they visit your business.
Item creation and management are a breeze with the redesigned Square Point of Sale app. Whether you’re just getting started or already have an item library set up, you can easily create items, categories, modifiers, discounts and more to ensure the checkout process is smooth for both your customers and your team members who use the point of sale daily.
Note: Bulk item importing and exporting is still available through your online Square Dashboard in case you need to create/manage large amounts of items at any time.
Manage and Create Orders
For sellers who are actively managing orders, the Orders section will be accessible from the navigation bar at the bottom of your screen. This allows you to quickly access the information you need to complete orders for your customers in real time. Whether you’re shipping items across the country or preparing orders for contactless pick-up, Square Point of Sale’s Order Manager is a one-stop shop for simple order fulfilment. Note: Sellers who aren’t actively creating and managing orders will not see the Orders option in their navigation bar, but can still access the feature by navigating to ≡ More > Orders.
Keeping track of sales is a crucial part of running any successful business. That’s why, with the redesigned Square POS app, you’ll have access to reporting in real time – ensuring you have full visibility into how your business is doing day in and day out. From cash drawer reporting to overall sales reports and graphs, you can keep an eye on how your business is performing wherever you’re logged in to the app.
If you need to sign out of the Square Point of Sale app for any reason, you can do so by tapping ≡More from the navigation bar at the bottom of your screen and selecting Sign out.