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Getting Started with Square for Retail on Mobile

Overview

With Square for Retail on Mobile, you can accept payments and run your retail business from beyond the counter and straight from the palm of your hand. By using the app with any compatible iPhone, you’ll have the opportunity to meet your customers where they are — and add in extra points of sale when things get busy. Once you’ve installed Square for Retail on Mobile, you can:

  • Provide your team members with device codes to have them take payments from their personal devices when your line gets too long.

  • Take payments on-the-go from anywhere in the country and track your business’s transactions with a few simple taps.

  • Create and manage customers, discounts, and items, whether you’re at your primary business location or in the comfort of your own home.

  • Free up your main point of sale to take care of your customers and receive stock on your phone to ensure your inventory is accurate and up-to-date.

Features

Take a look at the table below to view the differences between Square for Retail on Mobile vs Square for Retail on an iPad or Square Register.

  iPad Register iPhone
Checkout      
Search Customers ✔️ ✔️ ✔️
Smart Favorites ✔️ ✔️ ✔️
Auto-Calculated Taxes ✔️ ✔️ ✔️
Item Options ✔️ ✔️ ✔️
Auto Discounts ✔️ ✔️ ✔️
Add Customer to Cart ✔️ ✔️ ✔️
Customer Profiles ✔️ ✔️ ✔️
Capture Emails ✔️ ✔️ ✔️
Saved Carts ✔️ ✔️ ✔️
Customer Cheat Sheet ✔️ ✔️ ✔️
Transactions      
Issue Refunds ✔️ ✔️ ✔️
Issue Exchanges (Plus Only) ✔️ ✔️ ✔️
Print New Receipt ✔️ ✔️ ✔️
Search Transaction by Receipt, Card, and Customer ✔️ ✔️ ✔️
Search by Scanning Bar Code ✔️ ✔️ -
Orders      
Create Orders ✔️ ✔️ ✔️
Manage Orders ✔️ ✔️ ✔️
Cross Location Inventory Search ✔️ ✔️ -
Cross Location Pickup ✔️ ✔️ -
Print Shipping Labels ✔️ ✔️ -
Items      
View Inventory Counts ✔️ ✔️ ✔️
Edit Product Options ✔️ ✔️ ✔️
Adjust Inventory ✔️ ✔️ ✔️
Inventory Management      
Transfer Stock ✔️ ✔️ -
Receive Stock ✔️ ✔️ ✔️
Add Cost Upon Receival ✔️ ✔️ -
Add Vendor Upon Receival ✔️ ✔️ -
Receive Purchase Orders ✔️ ✔️ -
View Purchase Order Details ✔️ ✔️ -
Search for Purchase Orders ✔️ ✔️ -
Create Purchase Orders ✔️ ✔️ -
Print Bar Code Labels ✔️ ✔️ -
Low Stock Alerts ✔️ ✔️ ✔️
Reporting      
Cash Drawer Management ✔️ ✔️ -
Item Sales Report ✔️ ✔️ ✔️
Loyalty Report ✔️ ✔️ ✔️
Invoices      
Create Invoice ✔️ ✔️ ✔️
View Outstanding Invoices ✔️ ✔️ ✔️
View Paid Invoices ✔️ ✔️ ✔️
Settings      
Add Favorites ✔️ ✔️ ✔️
Card Readers ✔️ ✔️ ✔️
Square Stand ✔️ ✔️ ✔️
Printers ✔️ ✔️ ✔️
Cash Drawers ✔️ ✔️ -
Bar Code Scanners ✔️ ✔️ -
Orders - Quick Actions ✔️ ✔️ -
Orders - Alerts ✔️ ✔️ -
Orders - Print Online Order Tickets ✔️ ✔️ -
Team Management      
Team Passcodes ✔️ ✔️ ✔️
Offline Mode      
Take Payments in Offline Mode ✔️ ✔️ ✔️
Create and Manage Items in Offline Mode ✔️ ✔️ ✔️
Inventory Management in Offline Mode ✔️ ✔️ -
Customer Directory in Offline Mode ✔️ ✔️ -
Payment Types      
Partial Payments ✔️ ✔️ ✔️
Split Tender ✔️ ✔️ ✔️
Physical Gift Cards ✔️ ✔️ ✔️
eGift Cards ✔️ ✔️ ✔️
Installments ✔️ ✔️ ✔️
Accept Deposits ✔️ ✔️ ✔️

Getting Started

To get started on an iPhone, download the Square for Retail app and enter your email and password or create a device code to log in to start taking payments.

Frequently Asked Questions

Can I use Square for Retail on Mobile with my Android device?

At this time, Square for Retail on Mobile is only available with Apple iPhones running iOS 12 or higher. Keep an eye out for updates in our Seller Community.

Do I need to create a new account in order to use Square for Retail on Mobile?

No. Once you’ve downloaded the app to your iPhone, you can sign in with either your email address and password, or device code. Your account information, including customer directory and item library, will be available upon logging in.

I’m seeing some actions aren’t available with Square for Retail on Mobile. How do I access those?

Depending on whether you’re subscribed to Square for Retail Free or Square for Retail Plus, there may be some minor differences in the features available to you. Some features may only be available in your online Square Dashboard. Learn more about the differences between Square for Retail Free and Square for Retail Plus.

Can multiple team members use Square for Retail on Mobile at the same time?

Yes! If your line starts to get too long or you need an extra set of hands to help out with selling, team members can log in to Square for Retail on Mobile on their personal iPhone and take payments on your behalf.

Learn more about: Retail Point of Sale

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