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Square for Retail Free

Overview

Square for Retail was built to provide retailers with all of the tools necessary to run their businesses at a monthly cost. You can now utilise Square for Retail through our new Free plan, which provides the same basic inventory experience, as well as synchronisation between the Retail app and your online Square Dashboard. See the table below for a comparison of features between the Square for Retail Free plan and the Square for Retail Plus plan.

What’s Included?

Feature Square for Retail Free Square for Retail Plus
Items
Create/Manage Items
Create/Manage Item Options
Manage Item Costs -
View Product Matrix
Inventory Counts
View Low and Out of Stock Inventory
Track Stock
Import/Export Item Library
Manage Modifiers, Categories, Discounts, Taxes and Units
Manage Settings for Dining Options, Comp & Void, Inventory (for Invoices) and Online Checkout
Inventory
Print Item Labels -
Transfer stock -
Filter Inventory History by ‘Transferred’ Status -
View Inventory History -
Create Purchase Orders -
Send Purchase Orders as email, PDF or CSV -
Create/Manage Vendors -
Import/Export Vendors -
Receive Inventory
Manage Pending Restocks -
Reporting
Item Sales Report
Category Sales Report
Sales by Payment Type Report
COGS and Margins Report -
Inventory Value/Projected Profit Report -
Inventory Category Report -
Sales by Vendor Report -
Transactions
View Transactions
Return any Item from any Location
Issue Refunds
Issue Exchanges -
Point of Sale
Add a Device
Shared Settings on Devices
Signature & Receipt Settings
Tipping
Cash Management
Cross Location Inventory Lookup
Customers
Customer Directory
Feedback
Insights
Settings: Configure Profiles, Feedback and Email Collection
Team
Team Members £20 per month, per location Included in £49 Monthly Subscription
Permissions £20 per month, per location Included in £49 Monthly Subscription
Settings
Account Settings
Business Settings
Square Accessories Settings
Orders
Manage Orders in POS
Connect to Square Online Shop
Online Shop
Buy Online/Pickup in Store
Buy Online/Return in Store
Buy Online/Offer Delivery
Apps
Integrate to existing eCommerce sites
Integrate with BigCommerce

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.

Square for Retail Free FAQs

Do I need to create a new account if I want to try Square for Retail Free?

No. If you currently use Square for Retail Plus and would like to switch to the Free plan, you can downgrade by visiting Account & Settings > Pricing & Subscriptions in your online Square Dashboard. Under Payment Method, click Manage subscription next to Square for Retail Plus. From here, you can choose to downgrade to the Free version of Square for Retail.

What if I try out Square for Retail Free and decide I need to use Square for Retail Plus?

If you use Square for Retail Free and need to upgrade to Square for Retail Plus, you can do so by visiting Account & Settings > Pricing & Subscriptions in your online Square Dashboard. Under Payment Method, click Manage subscription next to Square for Retail Free. From here, you can choose to upgrade to Square for Retail Plus.

Will I lose any of my account information in the process of upgrading/downgrading?

Whether you upgrade/downgrade, your account will retain all information (e.g. items, inventory, settings, etc.) throughout the process. If you upgrade, the paid features will be ready to use once you’ve confirmed your payment method. If you downgrade, you will lose access to the paid features immediately, and will be billed a prorated amount for the time you used the Plus version.

Can I use my Square for Retail Free subscription with other products at Square?

Yes, your Square for Retail Free subscription will work with other Square products, including Square Online Store and Team Management.

How will I know if a feature is unavailable with Square for Retail Free?

You will still see all Square for Retail features in your online Square Dashboard, but the features available to Square for Retail Plus will be greyed out.

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