Square Retail POS App Actions and Defaults

The Square for Retail POS app is designed for quickly access commonly used actions for a retail business. The app Action Menu, favorites list, and the customer directory, help you streamline the checkout and flow and improve your customer’s experience.

Cart Actions

To add to or adjust your cart from the Retail POS app, press Actions on the top right.

  • Clear Cart: Clears all contents from the cart view.
  • Save Cart: Allows you to add items to your cart, save, and complete the sale at a later time.
  • Create Customer: Creates a customer within Retail POS. Customers are added to your customer directory on Square Dashboard. Customers can be added to a cart to track transactions by customer.
  • Add Custom Amount: Add a custom dollar amount to the sale without adding an item.
  • Apply Cart Discount: You can add either percentage our whole dollar amount discounts to your entire cart.
  • Sell Gift Card: Set up, load, and sell gift cards with just a few taps.
  • Check Gift Card Value: Swipe or manually enter your customer’s gift card to view the current balance.
  • Redeem Reward: If you send a marketing campaign with a discount or free item incentive, you can enter your customer’s reward code here.

Actions Menu

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.

Inventory

  • Receive Stock: Receive or adjust item stock in app.
  • View Purchase Order: Receive, adjust, or review Purchase Orders.

Cash Drawer

  • Add Paid In/Out: If you have Cash Drawer Management enabled, this tracks cash added to or removed from the cash drawer outside of transactions or refunds. You can add a note for money being paid in or out of the drawer.
  • Open/Close Cash Drawer: Open or close the cash drawer when Cash Drawer Management is enabled. Upon closing the drawer, we’ll generate a Z report for cash transactions.

Manage

  • View Sales Report: Overview of your sales — filter by employee, date, or device to gain insights into business performance at-a-glance.
  • Setup Hardware: Hardware connected to the device can be managed here.
  • View Support: Device information including the app version can be accessed here.
  • Sign Out: Log out of the Retail app.

Add Items From Your Favorites List

The Favorites list gives you access to your most popular items in one tap so there’s no need to manually search for them during every sale.

Create a Favorites List

  1. From the cart view, tap the bookmark icon on the bottom-left corner.
  2. Tap Edit > Add Favorite.
  3. Check the item(s) you’d like to add to your Favorites list.
  4. Tap Done.

Add a Favorite to Your Cart

  1. From the cart view, tap the bookmark icon on the bottom-left corner.
  2. Select an item and applicable modifiers.
  3. Tap Add.

Edit Your Favorites List

  1. From the cart view, tap the bookmark icon on the bottom-left corner.
  2. Tap Edit.
  3. From here, sort items using by holding and dragging the three horizontal lines to the left of an item or tap Remove to remove an item from your Favorites list.
  4. Tap Done to save changes.

Customer Management

Creating customers allows you to track transactions against a customer, record notes, and include customers in marketing campaigns.

Creating a Customer

  1. Tap the lower-left three-dot icon.
  2. Tap Create Customer.
  3. Enter your customer’s information into the required fields.
  4. Enter any additional information and tap Save.

When you add a customer to your cart, the completed sale will be recorded and stored in your Customer Directory. There are two ways to add a customer to your cart.

  1. Tap the global search, indicated by Search Items, Customers or Transactions.
  2. Type your customer’s name.
  3. Tap the customer you’d like to add to the sale.

Remove Only Your Customer From the Cart

You can remove customers from your cart in a couple ways: either by clearing the entire cart or by removing just your customer from the cart.

  1. Tap the name of the customer you wish to remove.
  2. Tap Remove from Cart.

Or:

  1. Slide your finger tip over the name of the customer, from right to left.
  2. Tap Remove.

Learn how to sell using the Square for Retail POS app.

Still need help? Ask the community

Visit community forum