Name: Square for Retail
Rating: 7.1 (22 reviews)
Author: Block, Inc (Square)

Help Desk

Web and Video Conferencing

Customer Support

Beta Testing

Product Analytics

Development

Board Management

Business Intelligence (BI)

Collaboration

Contract Analysis

Demand Planning

Electronic Signature

Enterprise Generative AI

Internal Communications

Policy Management

Whistleblowing

Enterprise

Accounting

Invoicing

Nonprofit Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Recognition

HR Management

Job Board

Leave Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

Cloud Cost Management

Cloud Storage

Computerized Maintenance Management Systems (CMMS)

Cybersecurity Consulting

Email Verification

Enterprise Service Bus

Fraud Detection

Function as a Service (FaaS)

IP Address Management (IPAM)

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Machine Identity Management

Network Performance Monitoring

Network Simulation

Open-Source Database

Release Management

Scale-Out Storage

Session Border Controllers

Software Composition Analysis (SCA)

Website Hosting

Workload Automation

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Appointment Scheduling

Audio Editing

Competitive Intelligence

Content Management

Customer Journey Analytics

Email Marketing

Email Testing

Gamification

Marketing Automation

Product Sampling

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Task Management

Professional Services

Auction Software

Customer Relationship Management (CRM)

Lead Management

Sales

Architecture

Medical Billing

Veterinary

Vertical-Specific

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### Payment Processing
Reviewers consistently highlight Square for Retail's payment processing as a standout feature, emphasizing its ease of use and convenience for both online and in-person transactions. Users appreciate the secure handling of credit card information and the straightforward process of collecting payments and transferring funds to other accounts. While some users express a desire for additional features like direct transfers to PayPal and more fee-free transaction options, overall, Square for Retail's payment processing functionality is well-regarded for its efficiency and reliability in facilitating credit card payments. (Source Reviews: [1](https://www.trustradius.com/reviews/square-for-retail-2022-06-28-13-32-17), [2](https://www.trustradius.com/reviews/square-for-retail-2022-06-27-09-43-45), [3](https://www.trustradius.com/reviews/square-for-retail-2022-06-28-10-13-00), [4](https://www.trustradius.com/reviews/square-for-retail-2022-06-29-10-41-02), [5](https://www.trustradius.com/reviews/square-for-retail-2021-03-09-18-55-31))

### Online and In-Store Payments
User sentiment regarding Square for Retail's online and in-store payment capabilities is generally positive, with users highlighting the convenience and ease of processing transactions both online and in person. The ability to accept credit card payments seamlessly, whether through e-commerce websites or physical retail locations, is a key feature that users appreciate. Additionally, the security measures in place for handling sensitive payment information have been well-received by users. The flexibility and accessibility of Square for Retail's payment processing solutions cater to a wide range of businesses, from small pop-up shops to established brick-and-mortar stores. (Source Reviews: [1](https://www.trustradius.com/reviews/square-for-retail-2022-06-27-12-13-35), [2](https://www.trustradius.com/reviews/square-for-retail-2022-06-28-13-32-17), [3](https://www.trustradius.com/reviews/square-for-retail-2022-06-28-10-13-00), [4](https://www.trustradius.com/reviews/square-for-retail-2022-06-27-09-43-45), [5](https://www.trustradius.com/reviews/square-for-retail-2022-06-29-10-41-02), [6](https://www.trustradius.com/reviews/square-for-retail-2022-06-27-09-40-59), [7](https://www.trustradius.com/reviews/square-for-retail-2021-03-09-18-55-31))

### Customer Management
User sentiment regarding Square for Retail's customer management capabilities is mixed. While some users appreciate the ability to track specific customer needs, manage inventory effectively, and generate detailed reports, others express concerns about the lack of serialization for products and difficulties in accessing customer service support. Despite some drawbacks, Square for Retail is generally seen as a simple and efficient solution for businesses looking to enhance their customer experience and streamline operations. (Source Reviews: [1](https://www.trustradius.com/reviews/square-for-retail-2022-06-29-10-41-02), [2](https://www.trustradius.com/reviews/square-for-retail-2022-06-27-12-13-35), [3](https://www.trustradius.com/reviews/square-for-retail-2022-06-28-10-13-00), [4](https://www.trustradius.com/reviews/square-for-retail-2021-03-09-18-55-31))

### Sales and Orders Management
Users consistently highlight Square for Retail's sales and orders management as a key strength of the platform. They appreciate the ease of managing point of sale transactions, online sales, and wholesale orders through Square. The system's ability to streamline invoicing, facilitate online payments, and integrate with various sales channels has been particularly well-received by small businesses and individuals alike. Additionally, users find the platform's appointment setting and management features to be efficient and user-friendly, enhancing the overall sales process. Square for Retail's comprehensive approach to sales and orders management has garnered positive feedback for its effectiveness in simplifying and optimizing business operations. (Source Reviews: [1](https://www.trustradius.com/reviews/square-for-retail-2022-06-27-09-43-45), [2](https://www.trustradius.com/reviews/square-for-retail-2022-06-28-10-13-00), [3](https://www.trustradius.com/reviews/square-for-retail-2022-06-27-12-13-35), [4](https://www.trustradius.com/reviews/square-for-retail-2022-06-27-09-40-59), [5](https://www.trustradius.com/reviews/square-for-retail-2022-06-28-13-32-17), [6](https://www.trustradius.com/reviews/square-for-retail-2022-06-29-10-41-02), [7](https://www.trustradius.com/reviews/square-for-retail-2021-03-09-18-55-31))

### Appointment Scheduling
Some users praise Square for Retail's appointment scheduling functionality, highlighting its convenience in managing appointments and integrating with Google Calendar. However, others express reservations, suggesting that the system may not be as robust for larger businesses or those already using a dedicated POS system. The mixed opinions indicate that while Square for Retail offers valuable features for appointment scheduling, its suitability may vary depending on the specific needs and scale of the business. (Source Reviews: [1](https://www.trustradius.com/reviews/square-for-retail-2022-06-28-10-13-00))

Based on user reviews, there are three common recommendations for the CONTEXT. First, users suggest considering purchasing a sturdier device in case of customer drops. Second, reviewers recommend improving the durability of the product to make it better suited for regular use. Lastly, customers emphasize the importance of enhancing customer support services to provide prompt and effective assistance. These recommendations focus on areas that could be improved to enhance the user experience and ensure customer satisfaction.

Square for Retail offers a versatile set of features that caters to various businesses and their specific needs. Users have praised the software for its ability to streamline operations and improve overall efficiency. For example, a specialty Hearth and Home retail store relies on Square for Retail to manage purchasing, inventory, point of sale, timeclock, and performance analytics. The software has been instrumental in tracking inventory and analyzing sales trends, allowing the store to make informed decisions. Likewise, an e-commerce website utilizes Square for Retail alongside PayPal to process online payments securely without storing personal credit card information. This integration has provided a convenient way to collect credit card payments while maintaining customer trust.

In addition to retail operations, Square for Retail is also used by fundraising departments during events. Multiple team members can log in simultaneously, enabling them to accept donations seamlessly. The software's compatibility is further highlighted as it serves as an everyday point-of-sale system for different businesses, including those in remote locations. Its customizability and ease of use make it adaptable to various types of operations. Furthermore, a life coaching and hypnotherapy service company relies on Square for Retail for in-person payments, appointment scheduling, payment collection, and calendar management. By utilizing the software, the company can simplify these tasks and focus more on delivering quality services.

Square for Retail excels at simplifying purchasing and inventory management processes. It not only enables efficient handling of wholesale orders but also streamlines the management of customer orders. The software has proven valuable in single-location stores with a large number of SKUs. Employers have attested to its effectiveness in managing inventory, point of sale items, and sales performance all within a single system.

Overall, Square for Retail offers a range of functionalities that cater to different business needs. From retail stores to fundraising departments and service-based companies, users have found the software invaluable in enhancing productivity and operational efficiency. Its adaptability, convenience, and fair transaction fees make it a popular choice among business owners seeking to simplify their operations and improve customer experiences.

Customer Management: Users have praised Square for its comprehensive customer management feature, which allows them to track specific needs of their customers. This has been mentioned by multiple reviewers, suggesting that the software provides a robust system for managing customer information and interactions.

Inventory Management: The inventory management feature of Square has received positive feedback from users, who find it awesome because it provides a snapshot of their inventory levels. This convenient functionality has been appreciated by several reviewers, indicating that Square offers an effective solution for monitoring and tracking inventory.

Estimating and Invoicing: According to users, the estimating and invoicing feature of Square is extremely helpful. They mention that it allows them to track close rates of estimates and offer terms and milestones on invoicing high dollar tickets. This advanced functionality has been praised by multiple reviewers, highlighting how Square streamlines the sales process with its comprehensive tools for managing estimates and invoices.

Square for Retail bundles payment process and point of sale (PoS), as well as vendor and inventory management features, for small retailers. A free trial is available.

MicroBiz is an eCommerce retail management solution butil around features such as inventory management, payment gateway, and purchase orders / receiving tracking.

MicroBiz Cloud

MicroBiz

ERPLY is a web-based point-of-sale and retail management solution, making it accessible anywhere and contains modules for every aspect of your retail establishment. With ERPLY, you can centralize your day-to-day operations in one, real time system.

Brick & mortar

E-tailer

Franchise & Chain

ERPLY

Square for Retail

Retail Management Systems Overview 
What is retail management systems?
Retail Management systems are built to handle every stage of the retail process lifecycle across multiple channels. 

Features & Capabilities of Retail Management Systems




point of sale
eCommerce
order
financial
inventory management They can typically be deployed either through cloud or on-premise solutions.

Retail Management

Likelihood to Recommend

Google Analytics

WordPress

Yoast

WooCommerce

Owner

Square for Retail 2022-06-28 13:32:17

Founder & President

Square for Retail 2022-06-27 09:40:59

QuickBooks Online

Xero

Google Drive

QuickBooksPOS

Lightspeed Filter

Evosus Pro

QuickBooks Online Advanced

Square for Retail 2021-03-09 18:55:31

Salesforce Sales Cloud

Atlassian Confluence

Atlassian Jira

HubSpot CRM

Jira Service Management

Slack

Jira Align

Google Ad Manager

Meta Business Manager

Salesforce CMS

Square for Retail 2022-06-28 10:13:00

Stripe Payments

Square for Retail 2022-06-27 09:43:45

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Serial number

Accounts payable

Get ahold

Need to integrate

Customer service

High volume

Customer service rep

Dedicated rep

Direct line

Much help

Easy to use

Customer management

Inventory management

Data driven

Home

Retail Management Systems

I use Square for retail on my e-commerce website to process online payments next to PayPal. Square for Retail makes it very easy for me to collect credit card payments on my website without having to worry about saving and storing people's credit card information. I like the security of not having personal credit card information of other people to worry about securing. The process of collecting payments and transferring money is very easy as well.

ease of collecting payments
transfer money collected to other accounts
using Square card to access money collected as payments on my website

I can not transfer money directly from Square to PayPal, that would be very helpful
A mobile app that you can use to manage all the things you can manage on the website.
more ways to get fee free transactions.

easy to use card scanner.
easily integrates with WooCommerce for online credit card processing.
ability to transfer money to other accounts
you can have a debit card to quickly use money in your account.

Square is quick to impliment, both online and for in person transactions
It is all very easy to use.
There is no up front monetary investment required.

WooCommerce, Yoast Wordpress SEO Plugins, Google Analytics

It is used for our everyday POS system. It is amazing at being custom, modular, and a fit for just about any business. The flexibility of the equipment to work anywhere, including in the middle of a field, is absolutely pivotal. We use this from weddings to music festivals and has been the main resource for our company for over a decade.

Editing interface from the website instead of having to use an ipad
Some tab limits are extremely difficult to monitor
User permissions, allowing users to have codes to access certain sectors without having to use device codes.

The ability to accept cards in a remote location is a driving force behind our success in being sustainable and up to date with technology.

We are a single store, specialty Hearth and Home retail. We sell hundreds if not thousands of SKUs and everything goes through Square for Retail, from our purchasing to our inventory management, to point of sale, timeclock, and performance analytics. Square provides us with a comprehensive tool [that] makes our business run more smoothly, by tracking inventory, and looking at sales trends.

Customer Management - Great to be able to track specific needs of specific customers.
Inventory management - Awesome to be able to see a snapshot of our levels.
Estimating and Invoicing - So helpful to be able to track close rates of estimates, and to be able to offer terms and milestones on invoicing high dollar tickets.
Reporting - Square offers fantastic comparative reporting, as well as trends, profitability, and various other data-driven reports.

Serialization - I wish that Square for Retail had the ability to Serialize items. We sell hot tubs in our store, and Square has no ability to add a Serial Number to a Specifically received product. For example, if I get a truck of 10 Hot Tubs, there may be 3 on that truck that [is] exactly the same. It would be great to be able to allocate a serial number to each spa, and then allocate that serial number and spa to a customer once it was purchased.
Square for Retail's HelpDesk leaves something to be desired. It can be very difficult to get ahold of a customer service rep by calling the 1800 number for tech services. This caused a massive problem for us starting out but was remedied by Square having a dedicated Rep at our disposal. I have his direct line, and he gives us much help when we need it.
I suppose I would like to see a more "All-Inclusive" product, something that would provide its own Accounts Payable portal, rather than need to integrate with Quickbooks. We love QB but the interface between Square for Retail and QB is not ideal, particularly with high volume. Maybe this is something we just need more education on, but it seems clunky.

Initial Cost - We considered [another] point of sale software that was geared for our industry, with entry costs nearing $10K, granted, these pieces of software are a bit more in-depth, involving bookkeeping elements to the software, however, Square for Retail and Quickbooks together solve most of our issues. The relatively small investment into getting set up with Square for Retail and the hardware for a point of sale has paid dividends.
Reports - In-depth reporting gives us the ability to make decisions on the fly. When seasons change, and our business pivots, we are able to look at historical data to remain conservative, yet balanced in our ordering. This in itself has been a great tool, optimizing our capital, and enabling flexibility.
Processing Fee - Square for Retail provides a flat-rate processing fee for credit card transactions. This has allowed us to price our products accordingly, and not have the worry of someone paying with an AMEX and incurring us with higher processing rates seen with other card processing fees. We generally know very close to exactly what our processing fee will be for the period, which gives us security in our pricing strategy.

Evosus Pro, Lightspeed Platform (formerly Relay), Xero and QuickBooksPOS

QuickBooks Online Advanced, Google Analytics, Google Drive

We use Square for Retail as our main POS system for in-person payments, as well as our scheduling and payment collection system for appointments that are booked and delivered online. As a company providing life coaching and hypnotherapy services, it is key that we are able to manage appointments and charge for services online, as well as in person. It is great that Square allows us to do both in one system while adding calendar management too.

POS payment collection
Appointment setting and management
Online payment collection

Speed of fund transfer/availability
Website look and feel
Collecting payment for events/ticket sales

Online appointment setting
Automated messaging with customers
Billing/invoicing and payment collection
Calendar management and integration with Google Calendar

Simplicity: Integration of appointment management and billing
Time saving: Quick management of billable services
Time Management: Integration of Google calendar and customer-facing appointment calendar

HubSpot CRM, Salesforce CMS, Slack, Google Ad Manager, Facebook Business Manager, Rippling, Atlassian Jira Align, Jira Service Management (Jira Service Desk), Trello, ChurnZero, Zoom, Wix

We use Square to checkout in person point of sale. It helps us take card payments with fair transaction fees and makes it very convenient for our customers and users in turn. Not only does Square offer an easy to use physical reader, but the person doing the point of sale transaction can also run the card number using the app.

Point of sale transactions
Ease of use and convenient payment method for customers
Receipts and transaction records for the business and customers
Multiple ways to pay
Fair transaction fees