First Party Software
Hardware Questions
Retail Partners
Retail Workarounds
100

Which two of these features is not available on the free version of Retail POS?
-Retail App
-Online Store
-Exchanges
-Unlimited Items
-Saved Carts
-Unlimited Categories
-Multi-location stock management

-Exchanges

-Multi-Location Stock Management

100

Your seller would like to use Square for Retail on X2 and sell items by weight.  Can we do that?  What hardware would you recommend?

Yes; USB scale

100

This partner is the official e-commerce platform of WordPress.  They support a one-way inventory integration from Square to the partner.  They have the ability for sellers to save a card on file for recurring payments.  **They are also the most popular partner for online CBD sales**

WooCommerce

100

What is the best workaround for Store Credit?

Refund to a gift card


Optional: If you would like to associate the balance to a customer profile save the gift card as a card on file.

200

What is the purpose of saved carts and how do they impact inventory.

To save something at the cash-wrap.  They don't impact inventory.

200

Your seller is a convenience store using Retail on X2.  They are very concerned about Covid and maintaining a healthy work environment for their employees.  What are two good pieces of hardware to maximize distance and minimize physical contact with the buyer?

6.5' cable for CFD and Countertop Sneeze Guard.

200

This eCommerce partner has a two way inventory integration that syncs every five minutes.  In June of this year they launched V2 Square integration with a lot of improvements.

BigCommerce

200

You are working with a consignment shop.  The seller needs to track what and how much they sell on behalf of each consignor so they can pay them out.  What is the best solution?

List the Consignor as a Vendor and use vendor sales reporting.

300

What are the four reports that can be viewed from the Retail POS app? (iPad and X2 versions).

Cash Drawer
Sales
Disputes
Loyalty

300

Your seller would like a POS system that has one stationary terminal and a few mobile terminals to accept payment.  He doesn't want the mobile terminals to have barcode scanners b/c that would be too much for the staff to carry but each item does have a barcode.  What hardware do you recommend?

iPad (they have a mobile scanning feature).

300

With Square this integration, you can now connect your POS to Shopify, Magento, WooCommerce, and more in real time. When something sells in-store, your website will auto adjust, and vice versa. This partner helps you eliminate reconciliations and inaccurate sales reporting with automated syncing.

SKU IQ

300

Square does not generate SKUs but the seller orders products that do not have a UPC code and needs to create SKUs for each item.  

Export the inventory.  In the .csv put the first SKU number.  Then drag down to the remaining cells and the number will generate chronologically "123457, 123458,” etc. Make sure the rule says “Fill Series”

400

Search Centric UI- the search field in Retail POS works differently than the search function in SPOS.  What is the different between the search function of Retail POS and SPOS?

item name, variant name, customers, transactions from main search bar.

SPOS only searched item name and you have to search for customers in another field.

400

What two label printers work with Square for Retail?  Which of them can you purchase from the Square Shop?

Dymo and Zebra.

400

This partner offers inventory management for food and beverage merchants as well as retail operations.  Some of the features include fully customizable barcode printing, physical inventory reconciliation, and managing matrixes, kits, and weighted items.

YellowDog

400

A seller really wants categories and sub-categories.  For example a liquor retailer wants to track wine sales in general but then track pinot noir as a sub-category.

In the category field the seller will put in the category and sub-category ie. "Wine-Pinot Noir".  The standard category sales report will give them an idea of sales for each sub-category.  Then they create a custom category report that lists each sub-category so they can see total wine sales.
500

There is currently a bug when a seller uses Invoices and Retail POS.  This bug is only a problem for certain users, and it does not appear that the JIRA will be addressed any time soon.  What is the bug?

When creating an Invoice from the Retail POS it does not include the employees name on the invoice.  Invoices do include employee name if made from SPOS or the Invoices app.

This means that a seller can't see which of their employees is creating invoices.

500

Your seller is on a budget and hates how the peripheral hardware (printer, cash drawer) look but she still needs each of them.  What piece of hardware do you recommend that can limit the hardware footprint but still do the jobs of the peripheral hardware?

mPOP from Star Micronics.

500

This is Wiley's favorite inventory management partner.  With this partner the seller uses Square on the front end and the partner on the back end.  They can manage bundling, automated POs, slow-moving inventory reporting, predictive analytics to estimate time remaining before stock runs out, etc.  They are one of our oldest partners.

Shopventory

500

Wholesale is when a seller sells to another retailer for a discounted price.  

If the sellers wholesaling varies per item add the price to the description and adjust the price at the time of the sale. **Not this is not an option if the seller is selling through SOS because then the wholesale price will appear online.

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