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Build your customer’s cart in the Square Retail POS app

Who is this article for?
This article is for retail owners and staff with a Square for Retail Free or Square for Retail Plus subscription. Your team members must have specific permissions enabled to manage orders. Learn more about custom permissions with Square.

About the checkout process

Begin the checkout process with building your customer’s cart with items from your inventory. Depending on your preferred workflow, you can build your customer’s cart in multiple ways with the Square Retail POS app — choose from keyword search, scrolling through your item categories, scanning an item barcode, or using your favorites list.

Before you begin

You can checkout your customer with the Square for Retail POS app on iOS, Square Register, and Square Terminal. You can also complete customer checkout from the Square Dashboard using Virtual Terminal. 

To add an item to your customer’s cart by scanning a Global Trade Item Number (GTIN), you will need to have a compatible barcode scanner connected or an iOS device with a camera connected to the Square Retail POS app or Square Point of Sale.

Add items to cart

Add items using keyword search

To search for an item:

  1. Tap the search bar.
  2. Type a keyword, UPC, or SKU number for the item you’re searching for.
  3. Next, 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.

Note: The Category quick tile is not available on Square for Retail on Mobile at this time. You can still view and manage categories by tapping the menu > Items > Categories.

Add items by scanning a barcode

Once a GTIN is associated with an item, you can add the item to your customer’s cart by scanning the barcode with a compatible barcode scanner or your device’s camera.

Scan from the Square Dashboard:

  1. Log in to your Square Dashboard and click Virtual Terminal.
  2. Click Take a payment > Itemized sale.
  3. Click the barcode scanner icon.
  4. Tap Charge.

Scan from Square Point of Sale:

  1. Open Square POS.
  2. Tap Checkout.
  3. Scan the barcode using a connected barcode scanner.
  4. Tap Done on the pop-up notification.
  5. Tap Checkout > Charge.

From the Square Retail POS app:

  1. Open the Retail POS app.
  2. Tap Checkout.
  3. Tap the scan barcode icon.
  4. Scan the barcode using a connected barcode scanner or the camera on your device.
  5. Tap Done on the pop-up notification.
  6. Tap Checkout > Charge.

Remove 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 or the menu when using Square for Retail on Mobile.
  2. Tap Clear Cart.

Remove individual items from your cart

  1. Tap the item you wish to remove.
  2. Tap Remove Item.
  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

  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 on the item details page.
  3. Enter the new price > Done.
  4. 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.

Save your customer’s cart for later

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.

Save a cart

  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.

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.

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

Delete, merge, or transfer cart ownership from one employee to another

To manage saved carts:

  1. Tap Saved Carts to pull up your current carts that are saved and unpaid. You can quickly filter saved carts by customer name, total, most recently saved, and assigned employee.
  2. After choosing a cart, select Edit.
  3. If you select multiple carts, in addition to the delete and transfer options, you can save them as one cart.

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. Carts left open longer than 180 days will be removed from your account.

Related articles

Review the following Support Center articles to optimize the checkout process for your customers and staff: