![]() Receipt Paper for the Square Terminal Replacement Receipt Paper Rolls If you cannot connect, contact the Helpdesk for assistance.Confirm that you see the Wi-Fi status indicator on the top right corner of the status bar.Check to make sure that you see a checkmark next to the network to which you are trying to connect (CWF-Special).If not connecting, you can Toggle Wifi off and on here.Confirm Square Terminal is connected to Wifi on this screen (e.g., CWF-Special).On the Square Terminal, click the menu in the upper left corner three line and go into Settings > Hardware > Network Important: any offline sale processed MUST requires the device to be connected successfully to WiFi within 72 hours of that sale for the transaction to process. Must Connect to Wi-Fi Within 72 Hours to Avoid Forfeit of Payment for Offline Sale For most of the devices we've setup, the amount is $50, and this can be adjusted with business unit justification up to a max of $150 per transaction – any change to this setting must be made by someone with administrative access so it should be coordinated through the Square administrators/product owner. Your Square Terminal will show that it is offline, and still allow you to check out so long as the total amount in the check out does not exceed the max offline per-transaction limit for that device. If the Square Terminal loses connectivity, they are setup to allow offline sales (this is a toggle setup when the unit is setup). If the customer desires a receipt, this will have to be manually produced, as it does not get run or sent automatically by Square. ![]() Select the transaction that is required by clicking it, and then click the button, confirm the item(s) to refund, and click, select the reason for refund, and then click. Note: if an expected discount is missing, coordinate with Accounting so that the System Administrators, who have ability to add and edit these, can ensure it gets added for future use Processing a RefundĪ refund can be applied (if necessary AND in accordance with business policy) after the transaction has completed, by navigating to the 3 bars in the upper left of the Terminal, and choosing from the menu. If your business unit DOES allow a discount, make sure only a max of ONE discount is applied per item. Make sure you are aware of your business units policies on allowing discounts or not. ![]() Discounts are applied item by item so add them to the item(s) to which they apply only. Otherwise, you can edit it once it’s in the cart by clicking on the “Current Sale” link at the top, then clicking the item itself, and setting the Discount in the section at the bottom. If you know this as the item is being added to the cart, apply it in that screen. ![]() If you’ve added an item to the cart and it needs to be changed, click into the Current Sale at the top of the screen, then click the item where you can have a variety of options for changes to that item, including Quantity, addition of notes, adding a Discount, Comp the item (if permissioned), or Remove the item from the cart. To clear the entire cart, navigate to it by clicking the “Current Sale” at the top of the screen, then click the dropdown on the upper right, and choose “Clear Items” (see above image) Changing Items in the Transaction (Change Quantity, Remove Item, Notes, Discount) See the Square Training Checklist for Square videos on adding the customer. No matter what is being sold, there is a Donation category with a Donation item, all Sales Associate training includes steps to accept donations via this link, also included in the user training checklist: Square - Take Donations Instructions Adding Customer Information (especially for Donations)Ĭustomers can be added during the sale, from the "Current Sale" and then selecting the "Add Customer" in the dropdown arrow on the upper right, collecting the appropriate information on Customer screens.Ĭustomers can also be added at the time of sale, on the Receipt screen. Covered in training videos, but calling out a few key things sales associates might need to know quickly: Include Donations ![]()
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