Starting and Ending Your Day with Square Point of Sale

แชร์
ฝัง
  • เผยแพร่เมื่อ 8 ก.ย. 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."

ความคิดเห็น • 43

  • @candyiris2899
    @candyiris2899 8 ปีที่แล้ว +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 8 ปีที่แล้ว +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 6 ปีที่แล้ว

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

    • @kareimoll7864
      @kareimoll7864 4 ปีที่แล้ว

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

  • @hadassahjacksonchannel6971
    @hadassahjacksonchannel6971 9 ปีที่แล้ว +2

    Wow this is awesome just love the square.

  • @ishaankale7941
    @ishaankale7941 5 ปีที่แล้ว

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

  • @missannne
    @missannne 8 ปีที่แล้ว +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 8 ปีที่แล้ว +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.

  • @SamDSo
    @SamDSo 8 ปีที่แล้ว +9

    god help you if you get busy.

    • @poshighway4118
      @poshighway4118 5 ปีที่แล้ว

      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!

  • @alonsolps3240
    @alonsolps3240 7 ปีที่แล้ว +3

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

  • @qweenjeans8
    @qweenjeans8 8 ปีที่แล้ว +3

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

    • @Manolochoos21
      @Manolochoos21 8 ปีที่แล้ว +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 4 ปีที่แล้ว +1

    This takes time to learn

  • @marinegara
    @marinegara 6 ปีที่แล้ว +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 6 ปีที่แล้ว +1

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

  • @Irsyadhaziq96
    @Irsyadhaziq96 6 ปีที่แล้ว

    I love it

  • @mgewarges
    @mgewarges 5 ปีที่แล้ว +1

    What iPad is used? IPad air? Air 2?

    • @-bdl2696
      @-bdl2696 4 ปีที่แล้ว

      either air 1 or 2 work

  • @FaithInCurls
    @FaithInCurls 5 ปีที่แล้ว

    How do I create a lunch break personal event?

  • @KassandraG
    @KassandraG 7 ปีที่แล้ว

    what about if you don't charge tax?

  • @GusPluss
    @GusPluss 5 ปีที่แล้ว +1

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

  • @Eli-qr9hc
    @Eli-qr9hc 6 ปีที่แล้ว

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

  • @arieljj4896
    @arieljj4896 7 ปีที่แล้ว +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 7 ปีที่แล้ว +2

      It accepts offline payments too even with no connection!

    • @Vailvalleyanglers
      @Vailvalleyanglers 6 ปีที่แล้ว

      Most iPads have a cellular chip. Never off line.

    • @Hannah1432yv
      @Hannah1432yv 6 ปีที่แล้ว

      Yaras Jenny you can use your phone as well

  • @andrewsantos7572
    @andrewsantos7572 4 ปีที่แล้ว

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

    • @1973mach1qcode
      @1973mach1qcode 4 ปีที่แล้ว +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.

  • @eunicemolina1142
    @eunicemolina1142 6 ปีที่แล้ว

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

    • @adenarb1
      @adenarb1 4 ปีที่แล้ว

      You download square

  • @madeleinecarlsson781
    @madeleinecarlsson781 9 ปีที่แล้ว +1

    GOD HELP AS!!

  • @acousticahearing8677
    @acousticahearing8677 9 ปีที่แล้ว

    Where can I get it?

    • @MichaelFyodoroff
      @MichaelFyodoroff 8 ปีที่แล้ว

      +Acoustica Hearing On their website

    • @samanthacoleman5137
      @samanthacoleman5137 7 ปีที่แล้ว

      You can get square hardware at www.posfellows.com/collections/square-pos-hardware.

    • @ilgiglionail7114
      @ilgiglionail7114 7 ปีที่แล้ว

      Acoustica Hearing

  • @acousticahearing8677
    @acousticahearing8677 9 ปีที่แล้ว

    😋
    🍔🍟🍦