Starting and Ending Your Day with Square Point of Sale

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  • čas přidán 25. 07. 2024
  • A sample business day with Square Point of Sale: cash drawer management, accepting payments, and issuing refunds.
    Full transcript:
    "Let’s take you through a sample business day with the square register app.
    Before you open, make sure that your ipad is on, has sufficient power, and that you’re running the latest version of the square register app.
    If you accept cash, you should update your cash drawer.
    To do so, tap the three horizontal bars in the lower left hand corner to access your menu,
    Then tap “reports.”
    Then “current drawer.”
    Enter your starting cash amount,
    Then start the drawer.
    Now tap the menu icon again,
    And select “register.”
    In the “favorites” menu, or the “list” menu, you can tap any item you would like to add to the sale.
    Make modifiers or notes if necessary, [tap “pickles”] then tap add.
    To add a charge amount that’s not already assigned, tap the calculator in the lower right hand corner.
    Type in the dollar amount, [enter “5.00”] then tap the red plus sign.
    A running tally of items appears on the right-hand side.
    To delete an item from the tab, swipe left on the item name.
    Once you’ve rung up all the desired items, tap “charge.”
    Select the tender type or split the bill between cash and credit.
    If a customer is paying with credit, simply swipe the card like so.
    Next, the customer can tip and sign depending on your selected settings.
    Tap “new sale” and you’re ready for the next customer in line.
    As the day goes on, there’s bound to be a customer who asks for a receipt or refund.
    Just tap the three horizontal bars [tap menu] and select activity.
    If it was a recent transaction, scroll to the transaction you want.
    To locate older transactions, you can swipe the customer’s credit card, enter the receipt number, or the last four digits of the card.
    When you find the sale, you can re-send a receipt,
    Or issue a refund.
    Tap here to enter the amount-
    You can do a full or partial refund.
    Select a reason for the refund,
    And then tap the “refund” button on the top right.
    At the end of the day, tap the menu icon and go to reports.
    Select “current drawer”
    Then “end drawer,”
    Enter the actual amount at the bottom,
    And then tap “end drawer.”
    And “confirm.”
    Select “drawer history” to view all past drawers,
    Including details such as start time, end time, and expected dollar amount in the till.
    To email a drawer report, tap the mail icon in the top right corner,
    Enter an address, and tap send.
    And that should give you a good idea of a day in the life with square register."

Komentáře • 43

  • @candyiris2899
    @candyiris2899 Před 8 lety +42

    I searched this up because it's used at my job. No one there has patience in helping me learn anything there, at times I get slick remarks but anyways I know sooner or later I'll be on reg. Checking it out ahead of time to save myself

  • @marjanrodgers3019
    @marjanrodgers3019 Před 8 lety +12

    awesome. program! !! we have been using square for 4 yrs in our salon ... love all the help and that about 15 mins after 12 pm we get a notification of our deposit ...thanku square for making small business a little easier. :-)

    • @ankurana9473
      @ankurana9473 Před 5 lety

      Marjan Rodgers hi... Cab u explain ur experience.... What's ap me 9418671187

    • @kareimoll7864
      @kareimoll7864 Před 4 lety

      Help! Just got and can't figure out how to do individual sales...i have 2 employees

  • @hadassahjacksonchannel6971

    Wow this is awesome just love the square.

  • @alonsolps3240
    @alonsolps3240 Před 7 lety +3

    Hi... i need to add 3 employees what I need to acomplish this task?

  • @Irsyadhaziq96
    @Irsyadhaziq96 Před 6 lety

    I love it

  • @Eli-qr9hc
    @Eli-qr9hc Před 6 lety

    I'm new, is Square the same as Square Cash? Thanks

  • @KassandraG
    @KassandraG Před 6 lety

    what about if you don't charge tax?

  • @FaithInCurls
    @FaithInCurls Před 5 lety

    How do I create a lunch break personal event?

  • @missannne
    @missannne Před 8 lety +2

    it seems that stand square can be used just in restaurant business. I can't find any video where you show how to use it in a retail business using bar code scanner.

    • @rockycalva436
      @rockycalva436 Před 8 lety +6

      +missannne If I'm not mistaken they do have bar code scanners and have seen videos of businesses using bar code scanners with square. you should look on their website.

  • @marinegara
    @marinegara Před 6 lety +1

    I have a question, if we use cash where do we store that cash, like a regular register the have the drawer where you can arrange the one $2 etc and also has a key.

    • @knorng
      @knorng Před 6 lety +1

      you can connect a cash register via USB along with other accessories like a printer or contactless card reader/scanner

  • @qweenjeans8
    @qweenjeans8 Před 8 lety +3

    Thanks for the tut. It's very informatuve. But my question is where would I get the touch register?

    • @Manolochoos21
      @Manolochoos21 Před 7 lety +1

      you cause an iPad, your phone, or a tablet. I use my iPhone 4 for the swipe and the iPad is hooked up to use the chip reader and to take cash

  • @denamartinez9005
    @denamartinez9005 Před 4 lety +1

    This takes time to learn

  • @ishaankale7941
    @ishaankale7941 Před 5 lety

    BTW u need cash machines and credit/debit card readers cause some people might give cash

  • @eunicemolina1142
    @eunicemolina1142 Před 6 lety

    I ordered the stand from Amazon , now Do I do ? Do I have to call you guys or down load an app ? Help please😩

  • @GusPluss
    @GusPluss Před 5 lety +1

    can you start a "bar tab" with this system?

  • @andrewsantos7572
    @andrewsantos7572 Před 4 lety

    Does anyone know if this works outside? I am getting into street vending. If not any recommendations for me?

    • @1973mach1qcode
      @1973mach1qcode Před 4 lety +1

      If you use a cell phone or a tablet with a data plan. I use an android tablet with data as backup if my internet crashes or if I do a craft fair. Hope this helps.

  • @mgewarges
    @mgewarges Před 4 lety +1

    What iPad is used? IPad air? Air 2?

    • @-bdl2696
      @-bdl2696 Před 4 lety

      either air 1 or 2 work

  • @arieljj4896
    @arieljj4896 Před 7 lety +2

    What if the internet isnt working that day..no card payments? In this case, woudn't it be better to stick to the regular cash reigster

    • @ryancorbitt
      @ryancorbitt Před 7 lety +2

      It accepts offline payments too even with no connection!

    • @Vailvalleyanglers
      @Vailvalleyanglers Před 6 lety

      Most iPads have a cellular chip. Never off line.

    • @Hannah1432yv
      @Hannah1432yv Před 6 lety

      Yaras Jenny you can use your phone as well

  • @SamDSo
    @SamDSo Před 7 lety +9

    god help you if you get busy.

    • @poshighway4118
      @poshighway4118 Před 5 lety

      Nice observation! Most of these iPad systems are cute but aren't meant for high volume retail or restaurant environments. You'll need something like NCR Counterpoint, check out our channel for demos on it!

  • @acousticahearing8677
    @acousticahearing8677 Před 8 lety

    Where can I get it?

  • @madeleinecarlsson781
    @madeleinecarlsson781 Před 9 lety +1

    GOD HELP AS!!

  • @acousticahearing8677
    @acousticahearing8677 Před 8 lety

    😋
    🍔🍟🍦