With Square for Retail, rather than using your email address and password to sign in to the Retail POS app, you’ll need to create a device code.
To get started:
- Log in to Devices > click Create New Device.
- Click Retail > choose the device settings > Create.
- Enter your phone number or email address to receive a message with a copy of your new Device Code.
Note: Keep your new device code somewhere safe, you’ll need it to log in to the Retail app.
Once you create a device code, you can customize your device settings.
The receipt options give you control over how and when your customers sign for their purchases. You can decide whether you want your customers to sign printed receipts or directly on the iPad, and whether you wish to require a signature for all transactions or only those exceeding a purchase total of $25.00.
Determine how your employees interact with the Retail app: whether you would like your employees to clock in and out so you can track their time, and whether you would like to have a session timeout that would require entering the passcode after a certain time of inactivity on the Retail POS.
When tipping is enabled, your customers can add a tip to their purchase. You can choose whether to add tipping options to the signature screen or display them on a separate tipping screen. You’re also able to pick between suggested smart tips amounts or percentage amounts, and give your customers the option to enter a custom tip.
This setting allows you to manage a cash drawer — whether you would like to track cash added to or removed from the cash drawer outside of transactions or refunds. This would make the Add Paid In/Out feature available on the More menu of the Square Retail app. You can set a default starting cash amount, and customize settings so that a cash report is printed once the cash drawer is closed or automatically sent to the email address of the employee provided.
Read more about using Cash Management with Square for Retail.