Navigate Your Retail Dashboard

The Square for Retail dashboard is designed to help you keep your ordering, item management, and reporting at your fingertips. You can create employees and points of sale to sign in to the Retail app to start selling.

In addition to the standard Dashboard features available for any Square seller, when you sign up for Square for Retail, you’ll have access to powerful tools designed specifically for retail businesses available on your online Square Dashboard. You’ll have access to a new tab, the Inventory Management tab, where you can view Square for Retail reports, create purchase orders, and manage vendors. You’ll also see new features from the Items tab — such as the option to print labels and move your stock across locations.

If you’re new to Square, learn more about standard Dashboard features available without a Retail subscription.

Customize Apps and Tabs

Rearrange Dashboard Apps

The navigation pane for the Retail dashboard is fully customizable — you can organize your tabs to reflect the most used features at the top.

For example, if you want to move the Virtual Terminal tab to the top of your app tiles, just click and drag the tab — your new arrangement will automatically save.

With the search bar, you can jump to sections of the Dashboard, items in your library, customers, Support Center articles, and Seller Community posts.

Items

In addition to the standard features provided for inventory management with Square, with Square for Retail you’ll be able to print bar code labels and move stock between locations, on an individual basis or in bulk.

You can print bar code labels for each item or item variation. Bar codes allow you to create a quick and seamless checkout experience for your customer, as well as help you track stock.

Learn more about creating and printing bar code labels.

Transfer Stock

You can transfer stock between locations quickly and easily.

Once you complete the transfer, you can view the order information at any time — including location details, product name, date and time — all from your History log. Each transfer is assigned a unique ID to help identify past transfers.

Get started or read more about transfering your stock.

Inventory Management

Under Items, you’ll also find the Inventory Management tab, which includes tools and reports exclusively available with Square for Retail.

History

Your History log reflects every stock adjustment to your inventory — so you can view a clear and simple overview of your current stock levels.

View your History log online or read more about getting the most out of your Square for Retail reporting.

Purchase Orders

Create or update purchase orders to streamline reordering stock, edit unit costs for original stock intake, and include other fees for replenishing your item inventory by including shipping fees and tax.

Manage your purchase orders or read more about using purchase orders with Square for Retail.

Vendors

With Vendor Management, you can keep a catalog of the vendors you order from — including a unique item library with associated unit costs for each item variant.

Learn more about managing vendors.

Reports

Visibility into stock performance is an important part of running an inventory-based business.
In addition to the reporting offered with a basic Square account, Square for Retail offers a suite of reports geared toward showing the profitability of items and item categories.

You can view your reports online or read more about Retail reporting.

Pending Restocks

The Pending Restocks tab on your online Square Dashboard is designed to safeguard your inventory counts when you or an employee process a return.

Any time you issue a refund from the Retail app and opt to Skip Restock, the items will reflect in the Pending Restocks tab in your online Square Dashboard — so you can adjust your inventory for the applicable items at a later time.

You can also view the original transaction on the restock details page by clicking View Details.

Points of Sale

The process for signing in to your Square for Retail app is a little different from the Square Point of Sale app or your online Square Dashboard. Rather than using your email and password to sign in to the app, you will need to create a unique device code for each point of sale.

Create a device code or read more about setting up a point of sale with Retail.

If you’re new to Square for Retail, take a look at our Getting Started Guide.

Still need help? Ask the community

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