Sell With the Square for Retail App

Note:

Add or Remove Items from Your Basket

You can add items to your basket several different ways with the Retail app – depending on your preferred workflow: through keyword search, drilling down through your item categories, scanning an item barcode or using your Favourites List.

Note: <b>Note: Baskets left open longer than 180 days will be removed from your account.</b>

Add Items Using Keyword Search

To search for an item:

1. Tap the search bar at the top of the app.

2. Type a keyword, UPC or SKU number for the item you’re searching for.

3. Next, just tap the item you would like to add to the basket &gt; <b>Add to Basket</b>.

Add Items Using Category Navigation

Note:

Remove All Items from Your Basket

If you accidentally add an item to your basket, you can remove it at any time before the sale is complete.

Clear Entire Basket

1. Tap <b>Actions</b> on the top right or the three dots when using Square for Retail on Mobile.

Remove Individual Items from Your Basket

1. Tap the item you wish to remove.

3. Confirm by tapping <b>Confirm Remove From Basket</b>.

Note: <b>Note</b>: You can also remove an item by swiping your finger across the item from right to left and tapping <b>Delete</b>.

Adjust Items in Basket

When an item is added to your basket, you can add a note, change the quantity or adjust the price.

Add a Note to an Item

1. Tap the item from your basket view.

3. Tap Save.

Note: <b>Note</b>: Notes will appear on your customer’s receipt and in your sales reports.

Change the Quantity of an Item in Your Basket

1. Tap the item from your basket view.

2. Adjust the quantity of the item using the <b>-/+</b> or tap the number field.

Adjust the Price of an Item

1. Tap the item from your basket view.

2. Tap <b>Adjust Price</b> at the bottom of the item details page.

If you want to return the item’s original price for the current transaction, just tap <b>Reset Price</b>.

Collect Tips

To enable tipping on an existing device:

2. Click the device(s) you’d like to enable tipping on.

3. Toggle on Collect Tips.

4. Set your tipping preferences:

• Smart Tip Amounts When Smart Tip Amounts is turned on, tipping works as follows:

• For a transaction €10 or more, the available tipping options are: No Tip, 5%, 10% or 15%.

When you’re all set, click Save.

Sales Tax

Discounts

Add a Discount to a Sale

Once you’ve created discounts, you can add them to sales:

1. Tap the <b>Discounts</b> quick tile in the Square for Retail POS app.

2. Select a discount to add it to the basket.

3. Your basket will be updated with the discount amount applied on all of the items in your basket.

4. If the discount amount hasn’t been defined, you can tap the discount in your basket to edit it.

Add Discounts to Individual Items

1. Locate the item you would like to sell at a discount.

2. Swipe left.

4. Select the discount to apply.

You can remove discounts from your basket by clearing the entire basket or by removing the discount individually from the basket.

Note:

Edit Discount Settings

You can choose whether basket-level discounts appear as itemised or are simply totalled on your customer’s receipts. 

To do so from your online Square Dashboard:

1. Navigate to Account &amp; Settings under Settings.

3. Under ‘Items and total’, toggle on ‘Show total savings row when more than one discount is applied’. Next, toggle off ‘Show basket-level discounts on the item level’ to prevent itemised basket-level discounts from appearing on receipts.

Note: <b>Note</b>: Item-level discounts will always be itemised on receipts.

Note:  

Process a Sale

Once your basket reflects the correct item quantity and amount, you’re ready to charge your customer.

To process a sale:

2. The payment screen will appear – select your customer’s payment method.

Note:

Adding or Editing a Custom Sale Amount

You can add a custom amount to your basket for items or services that aren’t in your current inventory.

Add a Custom Amount

1. Tap <b>Actions</b> or the three dots on Square for Retail on Mobile.

Edit a Custom Amount

1. Tap the custom amount item in your basket that you’d like to edit.

Saved Baskets

To get started:

1. If you have items added to your basket, tap <b>Save Basket</b>.

3. Tap Save.

Once your customer is ready to check out, tap the <b>Saved Baskets</b> quick tile to view your saved basket list.

Note:

Manage Saved Baskets

• Basket name

• Total

• Most recently saved

• Team member

To manage saved baskets:

1. Tap the ** Saved Baskets** quick tile to pull up your current baskets.

3. If you select multiple baskets, in addition to the delete and transfer options, you’ll have the ability to merge saved baskets.

For example:

Learn more about managing customers from your basket.

Receipts

Issue Receipt

Reprint from Activity

4. Select the receipt method.

Note: <b>Note</b>: A gift receipt cannot be emailed or sent as a text message, only printed.

Reprint from Customers

2. Find your customer by searching for their name.

4. Select the receipt method.

Customer Management

Creating a Customer

1. Tap the lower-left three-dot icon.

3. Enter your customer’s information into the required fields.

4. Enter any additional information and tap <b>Save</b>.

Adding Customers to a Sale

2. Tap the customer you’d like to add to the sale, and from their profile tap <b>Add to Sale</b>.

Remove Only Your Customer from the Basket

To remove your customer from a basket:

1. Tap the name of the customer you wish to remove.