[New] Updated checkout on Square for Retail speeds up order creation

[tranguyen]

Hi Sellers,

It’s now easier for you to create orders and choose fulfillment methods with the refreshed Square for Retail checkout experience. Streamlined orders mean faster checkout, so you can serve more customers and keep growing your business. 

Try out the refreshed checkout experience - enable it on each of your devices in Settings > Favorites. We'll onboard you automatically on July 5.

What’s new?

Creating orders is now easier.

After adding items to your customer’s cart, you can now easily toggle between In-store, Shipment, and Pickup and add customers’ addresses. You no longer have to select Create Order to do so. Now available on the go from your iPhone and iPad.

Fulfill orders from any location.

With Square for Retail Plus, if an item is out of stock at your current location, you can offer pickup or shipment from any of your locations so you don’t lose out on a sale. Easily view inventory counts across your sales channels and choose where you want to place the order. 

When you accept a payment for the order, the sale is credited to the location where the sale is made, and inventory syncs automatically at the location where it’s fulfilled.

This Square for Retail Plus feature is available on Square Terminal, Square Register, and iOS apps.

Tax calculations are automatically applied.

No more manual tax calculations. When you start a shipment order, the correct sales tax by state is automatically applied. We’ve already registered the states where your stores are located, but you can add more in the tax settings in your Square Dashboard.

For more information on getting started with the updated checkout experience, visit our Support Center.

*Square does not provide tax advice and is not your tax advisor. You have the ultimate responsibility for your sales tax obligations and should consult your own tax advisor.

We would love your feedback. Do trial periods help your team adjust to new product updates? Do you like learning about multiple updates at once? Please comment below and let us know what you think.

[#2]

Thank you for providing feedback on the updated Square for Retail Checkout experience, especially with regards to variations. We can see how frustrating it can be to use this new cart if you have many variations, and that scrolling can cause delays to your operations.

In the new item details, we optimized for flexibility allowing you to interact with the item grid as well as the cart even when the item details are open. As a result of this, we reduced the vertical space that item options are taking and instead opted for a horizontal scroll behavior. 

We are currently working on an improvement after hearing your feedback, which would allow you to see significantly more variations at once, without scrolling, and also allow you to search by variation or modifier name. We will contact you once the new version of variations is ready so you can give it a try! 

In the interim, if you prefer to stay on the original cart building experience, simply navigate to Settings > Favorites and toggle the checkout experience to “off”. Remember that opt-in and opt-out of this feature is on the device level, so ensure to make the change to each of your devices running Square for Retail. 

If you have opted out of our new checkout experience proactively, we will exclude you from the feature rollout at the end of the introductory period, planned for July 5. You can remain on the old cart building experience and continue processing without disruption. 

[TCSlaguna]

@Candlestore  That's what we are currently doing, but I also don't like having the new experience off. I like to progress with the times, but Square should really fix this, especially when they said an update is on the way. 

[toni_rtl]

@TCSlaguna thank you for your feedback here! We iterate on features in the Square for Retail app continuously, and do so after testing prototypes first, so the process takes a bit of time sometimes. That said, we are currently building the new variation experience, and with the app release cycle you should be able to use it later this quarter. Thank you for your patience! 

[TCSlaguna]

@tranguyen  @toni_rtl  @mkochanowski  

I would love to use the new Shipping Rate Profiles for Retail POS, but it requires us to use the new checkout experience. 

We will be staying on the old checkout experience until the slow variations UI is fixed. 

cc: @Candlestore  @homeprogreen 

[homeprogreen]

Meh, Squares TOS prevents me from selling online and shipping items so not even the shipping profile is going to tempt me to switch to that variation scrolling abomination 

[TCSlaguna]

😂  (I'm not sure if Square's TOS permits me to laugh at your comment, but 🤗)

[homeprogreen]

It’s ok to laugh. I do myself at this point. I should probably switch product offerings since obviously they view alcohol as a totally different category when it comes to age restricted products 

[Candlestore]

@TCSlaguna ;

We do not use Square for our Online store, since we had our Website before joining Square.  Now it would be nice for you if Square left you print on Barbell labels, you could then cut them in half and sticker each crystal..... then no scrolling through variations. And now I also see above how Square AUTOMATICALLY calculate Tax on Tax on Tax, I wonder if this is where the Local taxes for a few of my Phone orders came from, that I still have no idea what the rate is.  It shows above in the picture but not on the transaction nor on any csv file I have seen.

So @tranguyen ; 

How am I to know after a transaction is processed what my tax rates are for these local governments that Square elected to charge?   I have PA Sales tax of 6% but Square now added a Dingmans Ferry Tax and a Bath Tax. 

There are now 2 threads on this here: General-Discussion/tax-reports/m-p/683574#M53558 and here :General-Discussion/Question-on-Taxes/m-p/683820#M53573 Would be Nice if Square informed us somewhere what the rates are they are now adding to the sales.  The two areas were both Phone orders that I processed through Square.  Now when I do phone orders through another company they do not add on these taxes, nor am I asked if I collected them on my states sales tax filings.  So how do I find out what the rate is that Square has assigned for these two added areas?

[tranguyen]

Thanks for flagging this @Candlestore and I'm sorry that the issue has yet to be clarify. Let me have a look here and check with our team to see if they have seen this before. 

[tranguyen]

Apology that I haven't been able to share any update on the slow variation issue yet @TCSlaguna! I've checked in with @toni_rtl and her team to see what are the current plans to improve this experience. 

[TCSlaguna]

@Candlestore  6.28.3 does not fix slow variations. We will continue to wait. 

[Candlestore]

@TCSlaguna A few months ago I got a text or email survey about the new variations.  I informed them of my dislike for it for variations over 3 variations.  Which most of us would have in retail.  Including t-shirt sizes, Small, Medium and Large no longer cut it. Now sizes range from XXS to 3 XXL and maybe in a year or so we may also have 2SM to 2XLM so we do not offend the average individual that they only get to choose size Medium.   LOL

[Candlestore]

@TCSlaguna ;

This might be why my Tax problem in my post here : https://www.sellercommunity.com/t5/Troubleshooting/Question-on-Taxes/m-p/689863#M44675 that no one has been able to answer.  

The last picture in the original announcement followed by "Tax calculations are automatically applied. "

So they will list every town and village etc when a Customer orders instead of lumping it into the One tax authority of the State.  Just more things that can go wrong and more tax collectors that we need to pay?  Or do we just pay the State and they distribute it?   I think I will have some fun with this..... I like over reporting my books with excessive details..... So now I will have my books show Pa Taxes Paid and 500 towns etc also getting paid.  Then I will just go well this is what Square gives me so guess I give you this to figure out.   LOL

[tranguyen]

Thanks for sharing this @TCSlaguna! If you have time, would you mind sharing a bit more with me on how the current version is not working for you? Is it still the same issue as the previous iteration? 

I know the Product team is monitoring this thread but I also want to make sure I can share this with them internally too. 

[TCSlaguna]

@tranguyen Yes, it's the same issue. Only three variations show up on the screen. When you have 100 variations, you have to endlessly scroll to find the correct variation. 

[tranguyen]

Gotcha, thanks for letting me know @TCSlaguna! I will make sure to pass this to the team.

[Candlestore]

@tranguyen ;

So with this NEW setup for Processing orders that need to be shipped.... Would this be why my Tax reporting is a Jumbled mess showing each Town that is to get some of the sales tax that I have Calculated at 6% PA Sales tax??  Now in my Reports it shows I owe Bath and Dingmans Ferry Sales tax which is really confusing.  I live in PA and if an item is shipped with in PA, my configured PA sales Tax of 6% should cover all this..... not another tax authority for two areas I shipped to.   I have been asking about this confusion in this thread here: https://www.sellercommunity.com/t5/Troubleshooting/Question-on-Taxes/m-p/689863#M44675 

And so far NO ONE has been able to help me out with this.  Yes I did use this new Shipping check out for both of these but I also had PA Sales tax listed for the sale since the State is PA for both those orders.  Because of this confusion, I told my staff from now on just use our Websites ordering for Phone orders not Square.  My payment processor and my website is not through Square.  I do not need to see a list of 67 counties with how ever many boroughs and Towns I ship to in one sate when they all have the same Tax rate and is paid to 1 State Tax authority..... PA Department of Revenue.

[tranguyen]

Hey @Candlestore, I will be completely honest — I'm not too familiar with US tax setup. I know you've reached out to our Support team previously but let me ask the Retail team to see if they are aware of this issue and if not, whether there's a different team I can flag it to. 

Thank you for bearing with us! 

[TCSlaguna]

@tranguyen  @Candlestore  @homeprogreen @toni_rtl  Checking on the status of variations in the new Square for Retail experience. 

Has it been fixed? 

If not, any update on a potential release date? 

[homeprogreen]

As far as I am aware it’s still the scroll wheel. Haven’t heard of any upcoming changes to it being planned. I am just glad they let us stay on the old checkout experience if we wanted 

[Candlestore]

@TCSlaguna , @homeprogreen ;

Here is what I now see for choosing a variation which I think is alot better than only seeing the 3 variants before around August.

This Pictureis showing me selecting the Favorite Incense Cones (regular)

On the right shows Select Variation   then in  blue Select you press Select for thein the below picture then you get the next Pictures below this one....

Variations Screen 1

Variants screen 2:

Then after selecting the variant Cones Romance you get :   not sure why after selecting the variant you still after press add to cart.

I think this is alot better then scrolling to the right and only seeing 3 variants at a time.  This was on Squares Stand , Ipad integration for Square for Retail.

Hope this all helps... sorry was busy day so had to do this after getting pictures during the day.

[homeprogreen]

Ok that looks better. Guess I will switch back over and try it. Thanks