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In this series on productivity, author Jess Stratton takes you through the latest tools that will help you run your business and life more efficiently. Each installment covers a particular feature or technique in a different online tool, such as Google Apps, Skype, YouTube, Mint.com, Etsy, and more. Learn about topics ranging from recording and publishing video chats to managing your finances online.
Note: Monday Productivity Pointers is currently on a break, but stay tuned for new tutorials!
Hi, this is Jess Stratton and welcome to Monday Productivity Pointers. This week, we're talking about Square. Square makes it possible for small business owners to turn their iPhones or iPads into point of sales systems. Using a card reader inserted into the headphone jack, you can swipe a card directly and turn your tablet into a cash register. To use Square, it's easy, all you need is a bank account, a card reader and a tablet, although, most importantly, what you need above all else to use Square is an Internet connection.
Now, this is great for small businesses or boutiques who don't need to pay the money to get a large cash register when you could just have an iPad right at your desk. It was also great for me when I was traveling to houses as a technology coach because people loved that they could just swipe their cards right in their own homes. Today I'm going to show you how easy it is to use Square to use a simple transaction and we're going to do a swipe. Now there's a lot more you can do with Square such as creating an entire visual catalog but this is going to let you see just how easy it really is. I can create some ad hoc amounts.
And I'll do that now by going up to the Custom Sale Amount, and typing in, a dollar. Now, you'll notice over there on the right hand side, it's added it to the register. It's now going to start tallying things for this sale. I could actually enter in some real products if I wanted to. I'm going to tap on the left hand icon and go to my Library. I'm going to tap All Items and now I'm going to tap Edit so I can start building some items. I can tap on the plus sign beside all items and I'm going to put in my first item, for example coffee.
Now, while I'm choosing the price point, for something like coffee, there can be multiple sizes. I'm going to put in a size, for example, $2.00 and now I'm going to click the right arrow. This is where I can choose my price point. For example, we have a regular price of $2. I'll put in the new price for a medium coffee at a price of $2.50. And finally, large, at a price of $3. Now it's going to be up to me to decide, at the time, which one the customer is going to get.
I tap Item, and then Save. And I've created my first item. Now what if I want to put a discount on that item. I'm going to tap Library to go back to my main library and head into the Discounts section. I can click the plus again just like we did for item. And I can get my discount or names such as fourth of July sale or Thanksgiving sale. But right now I'll just put in Sale. I could put in a dollar amount or a percentage. In this case I'll put in 10% off.
I can tap Save, and now my sale is ready to be applied. I'm all done editing, I've added an item, and I've added a sale item so I'm going to tap Done Editing. Now my sale is still going on, on the right hand side. So I'm going to go back to my library because the customer wants a cup of coffee I'm going to tap All Items, tap Coffee and here's where I choose. The customer has requested a regular coffee so I'm going to tap Regular. But, the customer has a discount, so I'm going to tap back on my Library, tap on Discounts, and tap Sale to apply the 10% off.
So now, I've got a sale, that has a custom amount that I've typed in, and don't forget, at any time I can click on that right icon and put in a custom sale amount. They've asked for a regular coffee and then I've applied a discount to it. When I'm ready to charge their account, I tap Charge $2.89. We're ready to finalize this sale. I can either process it as cash or swipe my card. I put my card through the card reader with the card facing up. And it's going to be processed. Once it swipes and authorizes, I can then decide then whether my customer add a tip or if they need to sign for their purchase.
Once they've signed. I can send them their receipt via text or email. It's up to them. And that's how easy it is to get started selling using the Square Register.
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