Square POS

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Square POS (Point of Sale) is a feature-rich system that provides everything you need to accept payments in your retail space.

With application for Square POS, you can start selling anywhere. Your online store and Square will automatically update your inventory and order data across online and offline channels so you don’t have to track your digital and physical sales separately.

In this article:

Start selling online (for existing Square merchants)

To start selling online with store, install 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:

Square eCommerce apps

  1. Click Get Started under the app listing:
  2. Click Allow to provide the required permissions to the app:
  3. Fill in your name, email and password to create a new store:
  4. Answer a short questionnaire to complete your registration:

Congratulations! Your new online store powered by your online store is loaded with all your Square products and preconfigured with Square payments.

To learn more about your new online store, please read Getting started, Where to start selling?

Connecting your online store with Square POS (for existing merchants)

You 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 Control Panel → All Sales Channels → POS.
  2. Click Connect Square:
  3. Click Sync your inventory:

Sync your inventory with Square

  1. We will redirect you to the Square Dashboard. Sign in to your Square account.
  2. Click Allow to provide the required permissions to app:

Permissions to app

Now your online store and Square POS are connected.

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

Synchronization between your online store and Square

Merchants who created their stores through Square POS can access automatic two-way updates (from Square to your online store and vice versa) of inventory, product catalog and orders on both Essentials and Unlimited plans.

Merchants with your stores created directly on shopsettings.com can connect with Square POS and automatically sync inventory, product catalog and orders on Unlimited plan.

Initial product import

When you create a new store through Square POS, we automatically import up to 250 products from Square to your online store. This import transfers the following product details:

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

Updating catalog

The Essentials or Unlimited plan make synchronization of your online and offline retail a breeze. While the initial import is automatic, these plans help you manually sync updates to your catalog.

Importing products from Square

To import more than 250 products from Square to your online store, you must first upgrade to the Essentials or Unlimited plan. Once subscribed, you can use the Import/Export tool to update your remaining products.

    1. Go to Control Panel → All Sales Channels → Square.
    2. Click Import products from Square:

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

      • SKU (if a Square product doesn’t have SKU, your online store will set its Square product ID as 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 (e.g., prices, names, descriptions, options, variations) require a manual update.

      1. Go to Control Panel → Catalog → Products.
      2. Delete the product you wish to update from the catalog.
      3. Return to All Sales Channels → Square.
      4. Click Import products from Square to launch the product details sync.
When you delete a product in Square and do not want to sell it in store, you must remove it from store manually in your Control Panel → Catalog → Products.

Exporting products

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

      1. Go to your store Control Panel → All Sales Channels → Square.
      2. Click Export products:

The Export tool will transfer the following product details from your online store to Square:

      • 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 store Control Panel → All Sales Channels → Square.
      4. Click Export products to launch the product details sync.
When you delete a product and do not want to sell it through Square, you must remove it from Square manually in Square Dashboard → Items.

Updating inventory

To ensure accurate stock count and prevent overselling, we automatically sync product stock levels between your online store and Square when both the following are true:

      • the option Sync your inventory and sell offline with Square Register is enabled in your store Control → All Sales Channels → Square;
      • products have matching SKU numbers in both systems

When selling with Square, store updates 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.

Syncing orders

Enable Sync your inventory and sell offline with Square Register in your 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
The inventory sync feature is available on the Essentials and Unlimited plans.

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

Setting 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 Control Panel. To set up a pickup option and specify a pickup location:

      1. Go to your store 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.
For detailed instructions, please refer to the guide on Setting up in-store pickup.
      1. 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 DashboardFor more information on managing locations, please visit their Support Centre.
      1. 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.