SQUARE TRANSACTIONS, 2025
Turning clunky checkouts into integrated transactions
TYPE
Mobile App (Add'l Feature)
DURATION
7 weeks
MY ROLE
UX Research, UI Design
TOOLS
Figma
THE CHALLENGE
Selling Shouldn't Be This Hard
Square is the go-to POS app for many small vendors, but it's not enough. From jotting sales in notebooks to switching between apps, vendors are often left juggling a complex system that slows them down.
THE SOLUTION
A Faster, Smarter Transactions System
To help vendors track sales effortlessly, we designed a lightweight add-on to Square that lets vendors log transactions in real time with no prior set up.
Track
Quickly record sales as they happen without inventory input.
Detail
Add photos, notes, and tag each sale by category and location.
View
Browse past transactions in a sortable, filterable list or grid.
KEY FEATURES
Log Sales Instantly
From the Checkout screen, vendors can log each sale on the spot without prior setup or inventory log.
Leave a Note
Add custom notes to each transaction. Use text-to-speech for hands-free input!
Attach Photos
Snap photos to visually record the item sold and revisit it later for easy reference.
Tag by Category & Market
Track patterns by labeling each transaction by item type (e.g., "shirts) and market location.
Filter & Sort Sales
View the entire transaction history in a sortable, filterable grid or list to review trends or prep for your next event.
RESEARCH
Small Vendors Need a Faster, Simpler Way to Track Sales
To better understand the needs of small vendors, we visited three markets across San Diego and interviewed 6 vendors, ranging from food to crafts.
“My inventory changes every week, so logging inventory is not really worth my time.”
- Food Vendor, Hillcrest Farmers Market
"Prices depend on the crowd and vibe. Honestly, sometimes I just make it up on the spot.”
- Clothing Vendor, Hot Spot Flea Market
“I like organizing items by type and by which market I'm at. It helps prep for next time.”
- Craft Vendor, UCSD Vendor Fair
INSIGHTS
Speed Over Structure
Vendors track sales over inventory
Price flexibility is needed
Organization matters
Photo are useful, but limited
COMPARATIVE ANALYSIS
Existing POS Systems Aren't Optimized for Casual, In-Person Selling
Square
Widely used and easy to set up, but offers limited flexibility for on-the-fly sales.
Shopify POS
Ideal for business with set inventory and online stores but overly complex and not designed for in-person transactions.
Venmo
Extremely fast and familiar for casual payments, but lacks any features for detailed tracking.
Photos/Notes App
Visual and quick for one-off tracking, but disorganized and difficult to sort or filter.
EARLY ITERATIONS
Adapting Tools to How Vendors Actually Work
Low-Fidelity Wireframes
We began improving the Inventory feature. Although vendors appreciated some features, they were hesitant to rely on pre-logging inventory at all.
High-Fidelity Pivot
We shifted focus from inventory to Transactions, designing a lightweight feature vendors could easily incorporate into their workflows without any extra set up.
TESTING & IMPROVEMENTS
Cutting the Clutter, Increasing the Flexibility
Simplified the Checkout
Early versions required too many clicks to add common details like photos or notes.
We added a customizable shortcut button next to "Add Details," so users can quickly log their most used input without extra navigation.
More Photos, Better Functionality
Users could only upload one photo, which was limiting for bundles or detailed items.
We updated the feature to support multiple photos, and also added essential camera functions like flash and zoom.
Clarified the Grid View
The original grid only showed prices over photos, cluttering the view and reducing readability.
We added a cleaner price placement with timestamps, and reduced photo size to fit more transactions on-screen without excessive scrolling.
REFLECTION
Real People Lead to Real Insights
Assumptions ≠ Reality: What we initially thought vendors needed wasn't actually what mattered most.
Testing > Guessing: User feedback saved us from building the wrong solution and allowed us to move towards a more effective one.
Iteration 🔛🔝: Pivoting mid-project actually led us to a more valuable end result.
Next Steps: If given the opportunity, we would test at scale, track vendor adoption, and continue refining features based on ongoing feedback.