Learn more about Square for Retail at www.squareup.com/retail

Square for Retail is more than a point of sale. It’s a complete suite of tools made just for retailers, making it easy to streamline your business by integrating sales, inventory management, purchase orders, a customer directory, and reports in one place. Watch this video to get an overview of features and how to get started.

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[TRANSCRIPT]

0:00 Introduction
0:20 Cart view and customizations (Retail POS app)
0:38 Build your cart by adding items (Retail app)
1:10 Add customers to your cart (Retail app)
1:25 Save cart (Retail app)
1:30 Issue exchanges (Retail app)
1:45 Manage inventory (Retail app)
2:10 Retail-specific dashboard features (Online)
2:25 Build catalog
2:35 print barcode labels
2:47 Inventory history and adjustments
3:14 Purchase orders (Online)
3:35 Vendor tab (Online)
3:45 Retail-specific reports (Online)

Square for Retail makes it easy to streamline your business by integrating sales, inventory, purchase orders, customer directory, and reports in one place.

When you open the Retail Point of Sale app, you’ll be prompted to enter your four-digit passcode. This allows you and your employees to access the app with customizable permissions.

Opening the app will take you to the checkout cart, which is designed to make the checkout experience as quick as possible. You can personalize this screen by rearranging and pinning the items and functions you use most.

When a customer wants to check out, you can add items to your cart in multiple ways.

You can scroll through the page and tap a tile to add an item to your cart.
You can also swipe through your customizable pages to find items, search by item name or SKU, or scan an item barcode to add it to your cart.

Once your item is in the cart, you can view the full item name and SKU to verify the information is correct. You can even scan existing barcodes or generate and print barcode from your dashboard.

To add customers to the cart, select an existing customer or create a new one on the spot. You'll be able to enter their contact information, add them to a group, or even add notes like birthdays and preferences.

When you start to build a cart, you also have the option to save the cart to complete the transaction at a later time.

Square for Retail app makes it easy to issue exchanges. You can do a stock take and adjust quantities with a few taps.

And with the extensive inventory features, you can view current stock levels for a single item across locations, and if you are a Square for Retail Plus subscriber, you can even create, edit, and receive Purchase Orders directly from the app.

While the free Retail POS app from Square has a ton of features to help you run your business, subscribing to Square for Retail Plus provides additional tools designed specifically for retail sellers.

To get started head to Items in your online dashboard. This is where you can build your catalog, by adding items individually, scanning barcodes to items, or uploading them in bulk. You can also easily print barcode labels for items in your catalog.

Next, you can view the Retail-specific tab: Inventory Management. If you’re a Retail Plus subscriber, this is where you can manage all your inventory workflows.

The History tab reflects each inventory adjustment. Use the filters to view adjustments from specific locations or timeframes, or even filter by adjustment type or vendor. You can also scroll down and see where the adjustment originated, and which staff member made the adjustment

Purchase orders help you order and maintain your item stock. When you create a purchase order, you can enter the vendor and location details, then add the applicable items by either searching your library or creating new items on the spot. You can also include the Unit Cost to help you keep track of your item costs and profit.

Finally, you can create and manage your vendor list, and view and maintain a vendor-specific item library.

Square for Retail offers powerful reporting tools geared specifically toward retail businesses. Visit the reports section of your online Dashboard to find Inventory Reports.

Once you add the item unit cost, you can view cost of goods sold, revenue, profit, and profit margin. The Cost of Goods Sold report is built on the FIFO (First In, First Out) method, so if you adjust the associated unit cost for an item you’ve already sold, or mark an item as missing or damaged, the report will automatically update to show the average margin.

The projected profit report shows the potential value of your entire stock and value of inventory on hand.

Lastly, the Inventory by category report helps you determine which categories are performing best.

To learn more about how to get the most out of Square for Retail, head to square.com/help and search “square for retail”