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Square Point of Sale

Note


This feature is only available with the Unlimited Store.


Square Point of Sale (POS) provides everything you need to accept payments in your retail space.


Square automatically updates your inventory and order data across online and offline channels so you do not have to track your digital and physical sales separately.


Start Selling for Existing Square Merchants

Install the application for Square and create an online store. We will automatically import Square inventory to your online store.


To create an online store:


  1. Login to your Square account and open Apps in the side menu.
  2. Navigate to the ecommerce category.
  3. Under the store app listing, click Get Started.
  4. To provide the required permissions, click Allow.
  5. Enter your name, email and password to create a new store.
  6. Answer a short questionnaire to complete your registration.


Your new online store is loaded with all your Square products and preconfigured with Square payments.


Connect the Store with Square POS

Existing store merchants can connect your online store with a Square POS system to track both online and offline inventory and sales. Using this sync can help prevent discrepancies and overselling.


To connect your online store with Square POS:


  1. Go to the Store Control Panel, click All Sales Channels, and then click POS.
  2. Click Connect Square.
  3. Click Sync your inventory.
  4. You will be redirected to the Square Dashboard. Sign in to your Square account.
  5. Click Allow to provide the required permissions.


Your online store and Square POS are connected.


To populate your store catalog with inventory from Square, click Import products from Square. To sell offline with Square, you can Export products to Square POS.


To change the Square account your store is connected to, disconnect your store from Square. Go to the Control Panel, click All Sales Channels, click Square. To remove Square as payment method, go to the Control Panel, click Payments and connect your store to another Square account.


Store and Square POS Synchronization

Merchants who created their stores through Square POS can access automatic two-way updates (from Square to the Store and vice versa) of inventory, product catalog and orders.



Initial Product Import

When you create a new store through Square POS, up to 250 products can be imported from Square to the store. This import transfers the following product details:


  • SKU (if a Square product doesn’t have a SKU, will set its Square product ID as SKU)
  • Name
  • Price
  • Weight
  • Image
  • Description
  • Options with titles and price modifiers
  • Category


Update the Catalog

To import products from Square:


  1. Go to Control Panel, click All Sales Channels, and then click Square.
  2. Click Import products from Square.


The rest of your products will be transferred to with updated stock levels.


To transfer new products created in Square POS to your catalog, launch the Import from Square transfers the following product details:


  • SKU (if a Square product doesn’t have SKU, we will set its Square product ID as the SKU)
  • Name
  • Price
  • Stock level
  • Weight
  • Image
  • Description
  • Options with titles and price modifiers
  • Variations
  • Category


While product stock levels sync automatically, any changes to other product details from Square POS (for example, prices, names, descriptions, options, variations) require a manual update.


  1. Go to Store Control Panel, click Catalog, and then click Products.
  2. Delete the product you wish to update from the catalog.
  3. Return to All Sales Channel > Square.
  4. Click Import products from Square to launch the product details sync.


Warning



When you delete a product in Square and do not want to sell it in your store, you must remove it from the store manually in your Control Panel > Catalog > Products.


Export Products

If you create new products, you can transfer them to your Square system to sell the products at your retail outlet:


  1. Go to Store Control Panel > All Sales Channels > Square.
  2. Click Export products.


The Export tool will transfer the following product details:


  • SKU
  • Name
  • Price
  • Stock level
  • Weight
  • Description
  • Options with titles and price modifiers
  • Variations
  • Category


While product stock levels sync automatically, any changes to other product details (e.g., prices, names, descriptions, options, variations) require a manual update.


  1. Go to Square Dashboard > Items.
  2. Delete the product you wish to update from the Catalog.
  3. Return to your Control Panel > All Sales Channels > Square.
  4. Click Export products to launch the product details sync.


When you delete a product in your store and do not want to sell it through Square, you must remove it from Square manually in Square > Dashboard.


Update Inventory

To ensure accurate stock count and prevent overselling, we automatically sync product stock levels between your store and


Square when both the following are true:


  • The option Sync your inventory and sell offline with Square Register is enabled
  • Products have matching SKU numbers in both systems


When selling with Square, we update your online product stock levels (for matching SKUs) within minutes of a new order. A reciprocal process occurs when products are purchased from your online store to keep your product stock levels up to date.


Sync Orders

Enable Sync your inventory and sell offline with Square Register in Store Control > All Sales Channels > Square for automatic order sync from your store to Square POS. Your orders will sync if all of the following are true:


  • The order was paid for with Square payments
  • The option Sync your inventory and sell offline with Square Register is enabled


Orders created with Square POS will not appear in your Control Panel, but the system will automatically update the stock of the purchased products.


Set Up Location for Pickup Orders

If you provide pickup options from several locations, synchronization between online pickup orders and retail location in your Square POS is crucial. You must assign a pickup location for each pickup option in your store's Control Panel. To set up a pickup option and specify a pickup location:


  1. Go to Control Panel > Shipping & Pickup.
  2. Click Add In-store Pickup.
  3. Configure the pickup option by entering a name, instructions for the customer, and a pickup date and time.
  4. Select the desired store address from your list of active locations specified in Square’s Dashboard.
    Make sure your store locations are activated in your Square Dashboard. For more information on managing locations, please visit their Support Center.
  5. Click Add Pickup Option.


When a customer selects a pickup option at checkout, their order will be associated with the corresponding business location in your Square Dashboard.


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