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Sell with the Square for Retail App

The Square for Retail POS app is your full-stack front of house. You can process sales and returns, apply discounts, and issue digital or paper receipts.

To get started, visit Squareup.com/Retail. Next, download the Square for Retail app and create a device code to sign in and start taking payments.

Note: If you’re downloading the Square for Retail app for the first time to your device, keep in mind you must be running iOS 11 or higher.

Add or Remove Items from Your Cart

You can add items to your cart several different ways with the Retail app — depending on your preferred workflow: through keyword search, drilling down through your item categories, scanning an item bar code, or using your Favorites List.

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 cart > Add to Cart.

Add Items Using Category Navigation

Once you create item categories, you can navigate through item types by selecting the Category quick tile.

Remove All Items from Your Cart

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

Clear Entire Cart

  1. Tap Actions on the top right.
  2. Tap Clear Cart

Remove Individual Items from Your Cart

  1. Tap the item you wish to remove.
  2. Tap Remove From Cart.
  3. Confirm by tapping Confirm Remove From Cart.

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

Adjust Items in Cart

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

Add a Note to an Item

  1. Tap the item from your cart view.
  2. From the item details page, tap *Add Note. Add any additional information in the notes field.
  3. Tap Save.

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

Change the Quantity of an Item in Your Cart

change item quantity

  1. Tap the item from your cart view.
  2. Adjust the quantity of the item using the -/+, or tap the number field.
  3. Tap Save Changes.

Adjust the Price of an Item

  1. Tap the item from your cart view.
  2. Tap Adjust Price at the bottom of the item details page.
  3. Enter the new price > Done. Once you’re all set, make sure to tap Save Changes.

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

Collect Tips

To give your customers the option to add a tip to their total, enable tipping from the device settings in your online Square Dashboard.

To enable tipping on an existing device:

  1. Head to the Points of Sale section of your online Square Dashboard.
  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:

  • If a transaction is less than $10, the available tipping options are: No Tip, $1, $2 or $3.
  • For a transaction $10 or more, the available tipping options are: No Tip, 15%, 20% or 25%.

  • Percentage Tip Amounts:

Enabling percentage tip amounts allows you to set three custom amounts, which you can adjust at any time.

  1. When you’re all set, click Save.

Sales Tax

Once you’ve created taxes from your online Square Dashboard, you’ll be able to apply sales tax or any other applicable tax to item sales. Taxes can be location-specific or applied across multiple locations.

Discounts

In order to add a discount to your cart, first make sure you’ve created one from your online Square Dashboard or from the Items tab in your Retail app. You can also create automatic discounts for specific items and categories, holiday specials, or limited time offers.

Add a Discount to a Sale

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

  1. Tap the Discounts quick tile in the Square for Retail POS app.
  2. Select a discount to add it to the cart.
  3. Your cart will be updated with the discount amount applied on all of the items in your cart.
  4. If the discount amount hasn’t been defined, you can tap the discount in your cart to edit it.

Add Discounts to Individual Items

  1. Locate the item you would like to sell at a discount.
  2. Swipe left.
  3. Tap Apply Discount.
  4. Select the discount to apply.

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

Process a Sale

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

To process a sale:

  1. Tap the Charge button.
  2. The payment screen will appear — select your customer’s payment method.
  3. If your customer is paying with a card, swipe, dip, or tap to process the sale. If your customer pays in cash, at the top of the screen, select the amount or tap Custom.

Note: If you’re using Cash Management, you can run a report at the end of your day to view your cash sales.

Adding or Editing a Custom Sale Amount

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

Add a Custom Amount

  1. Tap Actions.
  2. Tap Add Custom Amount.
  3. A custom amount is added to your cart. Key-in the desired amount and tap Return.

Edit a Custom Amount

  1. Tap the custom amount item in your cart that you’d like to edit.
  2. Select Adjust Price and key-in the desired amount > Done > Save Changes.

Saved Carts

Let’s say you start adding items to a cart in the Retail app, but your customer wants to look at some more items in your store before checking out. You can save the current cart to keep your line moving until they’re ready to pay. When your customer returns, you can pick up right where you left off.

To get started:

  1. If you have items added to your cart, tap Save Cart.
  2. Enter the cart name or swipe your customer’s card to add their name — you can also add an additional note to help you and your employees locate a saved cart. When you add a customer to the cart, the cart name will default to the customer’s name.
  3. Tap Save.

Once your customer is ready to check out, tap the Saved Carts quick tile to view your saved cart list.

Note: If you override the item price and then save a cart, the item will revert back to the default sale price. In order to charge your customer the adjusted price, you’ll need to manually update from the cart view before completing the transaction.

Manage Saved Carts

Delete, merge, or transfer cart ownership from one employee to another. You can quickly filter saved carts by:

  • Cart name
  • Total
  • Most recently saved
  • Employee

To manage saved carts:

  1. Tap the Saved Carts quick tile to pull up your current carts.
  2. Select Edit.
  3. Tap each cart to manage. If you select multiple carts, in addition to the delete and transfer options, you’ll have the ability to merge saved carts.

Keep in mind, merging multiple carts means you’re choosing to transfer information from one cart to another. For example: If you have customers added to Cart A and Cart B, when you merge Cart A to Cart B, the name and information for Cart A will be overridden by Cart B — only the customer from Cart B will be included in the sale.

Learn more about managing customers from your cart.

Receipts

You can print, send digitally, or reprint receipts from the Square for Retail app. You also have the option to print a gift receipt for purchases if you have a supported receipt printer connected.

Issue Receipt

Once the sale is complete, you’ll see the option to send your customer’s receipt via SMS or email, as well as print a physical copy if you have a compatible printer connected. To return back to your cart, tap New Sale on the top left.

Reprint from Activity

  1. Tap Transactions.
  2. Find the transaction to print a receipt or gift receipt.
    • Search by receipt number.
    • Search by full credit card number.
    • Scroll through activity feed.
    • Scan the bar code on printed receipts.
  3. Tap the transaction > New Receipt.
  4. Select the receipt method.

Note: A gift receipt cannot be emailed or sent as SMS, only printed.

Reprint from Customers

  1. Tap the Customers quick tile, or use the search bar > Customers.
  2. Find your customer by searching for their name.
  3. Tap the customer’s name. Under Activity, review the customer’s purchase history. Once you find the original transaction, tap New Receipt.
  4. Select the receipt method.

To learn more about selling with the Retail app, you may want to read about using Cash Management with Square for Retail.

Customer Management

Creating customers allows you to track transactions against a customer and record notes, as well as 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.

Adding Customers to a Sale

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 search bar, Add Customer or the Customers quick tile.
  2. Tap the customer you’d like to add to the sale, and from their profile tap Add to Sale.

Remove Only Your Customer from the Cart

To remove a your customer from a cart:

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

Learn more about using the Square for Retail POS app.

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