Square for Retail POS App: Actions and Defaults
Get the most out of the Square for Retail app – learn the best ways to find items, apply discounts, create customers and build your basket. The Retail app is designed to streamline your checkout flow.
To get started using the Retail app, sign in with your email and password or create a device code to customise your point of sale and sign in.
Note: Some features may be unavailable to sellers using Square for Retail Free or either version of Square for Retail on Mobile (iPhone). Learn more about the differences between Square for Retail Free and Square for Retail Plus.
From the Navigation menu, the Checkout tab is where you can build your basket and accept your customer’s payment.
Search through your item library, customers and discounts.
Items: Search by item category, then drill down to specific items.
Customers: Create a customer from the Retail app. Customers will be added to your customer directory online. You can also add a customer to a basket to associate the sale with their profile.
Discounts: Apply percentage or whole dollar discounts.
Saved Baskets: Add items and save a basket to check out later.
The Favourites List gives you access to your most popular items in one tap, so there’s no need to manually search for every sale.
Tap Add Favourite.
Search or scroll to locate your most popular items. Select each item you would like to add to your Favourites List.
The Actions menu is your back-of-house – it’s where you’ll find your application actions and settings. From the Actions menu, you have access to a number of Square for Retail features.
Clear Basket: Clears all contents from the basket view.
Add Custom Amount: Add a custom dollar amount to the sale without adding an item.
Sell or Check Gift Card: Set up, load and sell gift cards with just a few taps.
Open Cash Drawer (No Sale): Open a cash drawer without completing a cash sale.
Note: When using Square for Retail on Mobile, the Actions menu can be accessed by tapping the button with three dots, near the bottom of your screen.
Manually search through your transaction history, search by receipt number or enter your customer’s card number to locate a payment. You can also issue a new receipt or process a return or exchange.
Note: Exchanges are only available with Square for Retail Plus, but can be done on iPad and iPhone.
The Inventory section of your Retail Plus app provides you with the ability to take certain actions on your stock, across all compatible devices (iPhone and iPad). From checking stock levels to receiving stock, inventory management functions that were previously only available through your online Square Dashboard are now available directly through your point of sale.
Receive Stock: Receive or adjust item stock in-app by searching or scanning.
Filter/Sort: Filter items by category and/or location and sort them by different criteria.
Purchase Orders: Receive, adjust, create or review purchase orders.
Employees will see Logout with their initials on the Navigation menu. When employees tap their initials, the passcode and clock in/out page will appear.
Once you set up your Square Online, you can accept and manage orders directly from the Square for Retail app.
Although you can add items to your basket from the Checkout tab, you’ll need to head to the Main Menu to create items from the Retail app. From here you can create items, categories, modifiers and discounts.
View, draft, send or manage Square Invoices.
Cash Drawer Management
With Square for Retail, you can use Cash Management to help you keep track of cash sales and consolidate your reporting. Note: Cash Management is not available with Square for Retail Mobile.
Current Drawer: Start your cash drawer for the day, pay in/out cash exchanges outside of a transaction and end your drawer to generate a cash sales report.
Drawer History: View the date, time, the employee who ended the drawer, total cash sales and refunds.
Overview of your sales – filter by employee, date or device to gain insights into inventory performance at-a-glance.
Review your transfers from Square. The Balance tab will reflect active sales, pending transfers and sent transfers.
Manage Favourites List: You can add, rearrange or remove items to your Favourites List.
Set Up Hardware: Connect or manage your supported hardware.
Sign Out: Log out of the Retail app.
Specs: Learn about your hardware and software versions.
Help: Review our Support Centre documentation or contact us on Twitter.
Once you’re familiar with the Square for Retail app, you can learn more about processing your customer’s payment.