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Get Started with Square for Retail

Square for Retail streamlines your business – so your sales, inventory, purchase orders, customer directory and reports are integrated. The Square for Retail app works with your online Square Dashboard, along with iPad and iPhone, and Square Register, so connecting the dots (while optimising your business’ profitability) has never been easier. With Square for Retail, you have two subscription options: Square for Retail Free (at no monthly cost) and Square for Retail Plus (at £49 per month, per location). Some features may be unavailable to sellers using Square for Retail Free. Learn more about the differences between Square for Retail Free and Square for Retail Plus.

If you’ve already created a Square account, upgrading to Retail is simple. Once you subscribe, all of your existing account information will be available with Square for Retail Free or Plus – including your items, customers, bank account information and inventory.

If you’re not sure if Square for Retail is the right fit for your business, view a comparison of the Square Point of Sale app with the Retail Free and Plus features.

Sign up for Square for Retail

If you’re brand new to Square, explore the Square Basics to get comfortable with our ecosystem – and cross a few essentials off your to-do list:

If you’re familiar with Square – but new to Square for Retail – there are some more advanced next steps for you – but first, you’ll want to start your 30-day free trial:

  1. Visit squareup.com/retail.

  2. Click Try It Free for 30 Days.

  3. Scroll to the bottom of the page and click Already process payments with Square? Sign in with your Square account.

If you don’t have an existing Square account, you can also sign up directly from the Square for Retail app by tapping Create Account at the log in screen.

Note: The 30 day free trial is associated with Square for Retail Plus. Upon signing up for Square for Retail Plus, you’ll have full access to all paid features. Square for Retail Free can be used at no cost, meaning there is not a 30 day free trial included.

Download the Retail POS App for iPad or iPhone

To get started on an iPad or iPhone, download the Square for Retail App for iOS, create a device code to sign in and start taking payments.

Note: The Retail App is supported by iPads and iPhones running iOS 12.0 or higher.

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.

Note: Setup Guide is not currently available for Square Register, but you can access the same checklist directly from your online Square Dashboard.

Sign in to Square for Retail on Square Register

Retail for Register

To get started for the first time with Square for Retail on Square Register, simply sign in using your email and password and create or select an existing profile. If you choose to create a device code, you can sign in by tapping Device Code in the top corner of the Register screen. Then you can start taking payments.

If this is your first time using the Square Register and you’ve already completed setup, make sure to check for an update by tapping Configure Device > General > About Register > Software Update.

If you have already been accepting payments on Square Register using Square Point of Sale, simply sign out of each device. Next, sign in using your email and password and select Square for Retail. You can also create a Retail device code from your online Square Dashboard to sign in, and start taking payments.

Get Started

Begin by setting up your item library with details such as unit types (kilograms, grams, etc.), unit precision up to the hundredths (.00) or thousandths place (.000) and unit costs. You can also generate device codes and create barcode labels right from your online Square Dashboard. Note: While PLU barcodes are supported for items with decimal quantities, embedded barcodes are not yet supported.

  • Export/Import Item Library: Take bulk action on your item library and stock.

  • Import Unit Costs: Import missing unit costs. It’s important to note importing Unit Costs reflect as a Recount. Recount stock actions do not reflect in your Inventory Plus reporting.

  • Item Options: Quickly create and organise item variations by combining item options.

  • Device Code: With Square for Retail, you can create a device code to sign in to your account. Each device code can only be used on one device.

  • Create Barcode Labels: You can generate barcode labels directly from your online Square Dashboard.

Learn more about the differences between Square for Retail Free and Square for Retail Plus.

Use the Square for Retail POS App

The Retail POS app is your full front-of-house POS solution.

Learn more about the differences between Square for Retail Free and Square for Retail Plus.

Hardware

Team Management

Your Square for Retail subscription includes unlimited team member profiles with Team Management.

  • Team Members: Create individual team member profiles.

  • Set Roles and Assign Permissions: With Square’s Team Permissions you are able to customise each of your team member's permissions and access to your Square Account.

Note: Square for Retail Free does not include access to Team Management. You can still use Team Management with Square for Retail by utilising the free tier or paid tier at £20 per month, per location.

Backend Inventory and Ordering

Square for Retail is geared towards businesses with more inventory and ordering needs than your average Square seller. You’ll have access to these important tools:

  • Vendor Management: Create vendors with associated items, assign a vendor cost (unit cost for specific vendors), and view each vendor specific item library.

  • Purchase Orders: Purchase orders allow you to request and receive stock from specific vendors.

  • Bulk Receive Stock: Bulk receiving stock allows you to quickly scan or enter your inventory via Square for Retail on iOS and Square Register.

Learn more about the differences between Square for Retail Free and Square for Retail Plus.

View Square for Retail Reports

Learn more about the differences between Square for Retail Free and Square for Retail Plus.

Commission Rates with Retail Plus

Square allows you to assign unique commission rates to each of your team members, giving more experienced team members a higher rate and less experienced team members a lower rate for services. Learn more about setting up commission tracking.