Getting Started with Square for Retail on Mobile
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.
Manage your inventory directly from the Inventory section of your app and take various actions on received stock and purchase orders.
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.
|Add Customer to Cart||✔️||✔️||✔️|
|Customer Cheat Sheet||✔️||✔️||✔️|
|Issue Exchanges (Plus Only)||✔️||✔️||✔️|
|Print New Receipt||✔️||✔️||✔️|
|Search Transaction by Receipt, Card, and Customer||✔️||✔️||✔️|
|Search by Scanning Bar Code||✔️||✔️||-|
|Cross Location Inventory Search||✔️||✔️||-|
|Cross Location Pickup||✔️||✔️||-|
|Print Shipping Labels||✔️||✔️||-|
|View Inventory Counts||✔️||✔️||✔️|
|Edit Product Options||✔️||✔️||✔️|
|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||✔️||✔️||✔️|
|Cash Drawer Management||✔️||✔️||-|
|Item Sales Report||✔️||✔️||✔️|
|View Outstanding Invoices||✔️||✔️||✔️|
|View Paid Invoices||✔️||✔️||✔️|
|Bar Code Scanners||✔️||✔️||✔️|
|Orders - Quick Actions||✔️||✔️||-|
|Orders - Alerts||✔️||✔️||-|
|Orders - Print Online Order Tickets||✔️||✔️||-|
|Take Payments in Offline Mode||✔️||✔️||✔️|
|Create and Manage Items in Offline Mode||✔️||✔️||✔️|
|Inventory Management in Offline Mode||✔️||✔️||-|
|Customer Directory in Offline Mode||✔️||✔️||-|
|Physical Gift Cards||✔️||✔️||✔️|
Once you sign up for a Square for Retail account and sign in to the app, you can access the Setup Guide. If you haven’t completed the primary setup steps, you can do so through the Setup Guide, as well as explore guided walkthroughs, tutorials, and advanced setup steps. You’ll also see a tracker at the top of the Setup Guide and/or Checkout screen that shows your setup progress.
To dismiss the Setup Guide, tap the “⋯” icon in the top-right corner of the guide, and select Dismiss Setup Guide. This will remove the Setup Guide tracker from your Checkout screen, but you can easily access it any time after you dismiss it. If you’re using Square for Retail on your iPhone, tap the Menu icon at the bottom right side of the app screen, and tap Support > Tutorials > Setup Guide. If you’re using Square for Retail on your iPad, tap the Menu icon at the bottom left side of the app screen, and tap Support > Tours and Tutorials > Setup Guide.
Note: Setup Guide is not currently available for Square Register, but you can access the same checklist directly from your online Square Dashboard.