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Create orders on Point of Sale and Square Dashboard

Who is this article for?
  • Sellers with the checkout permission to take payments can create orders on point of sale.
  • Sellers with the checkout permission can also use Virtual Terminal can take orders on Square Dashboard. Set permissions in Square Dashboard.

About order creation

With Square Order Manager, you can manually create orders across multiple channels, both online and directly from the Square Point of Sale apps. You can also manage the fulfillment of orders for either pickup, shipping, or delivery. 

Before you begin

Follow the steps in Set up Order Manager before completing the steps in this article.

As you get ready to create and accept orders in-app, be sure to update to the latest version of the Square app and software on your device(s) for the best experience.

Option 1: Create orders on point of sale

Square Point of Sale

To create an order from the Square POS app, you can schedule orders for pickup or curbside collection. To do so:

  1. Go to Checkout.
  2. Add items to the current sale.
  3. Tap Review sale > Schedule.
  4. Add an existing customer to the sale or tap Add Customer to create a new customer.
  5. Select an order type (Pickup or Curbside). Tap Next.
  6. Select a Pickup location and time.
  7. Tap Done.
  8. Tap Charge to continue the checkout flow.

Square for Retail

  1. From the Square Retail POS app, go to Checkout.
  2. Tap Add customer to add an existing or new customer.
  3. Add items to cart, then tap Check out.
  4. Tap (•••), then select the fulfillment method: In store, Shipment, or Pickup.
  5. Tap Save.
  6. For each fulfillment method:
    • In store: No further details needed.
    • Shipment: Tap Add shipment details to add a new or existing customer, the relevant shipping address, and an optional shipment note).
    • Pickup: Tap Add pickup details to add a new or existing customer and pickup details (pickup time, location, and an optional pickup note).

To edit, tap (•••) again to Edit shipping/pickup details, Change fulfillment location, or Edit fulfillment method.

Learn how to manage cross location orders with Square for Retail.

Square for Restaurants

To add menu items to an order from the Square Restaurants POS app:

  1. Tap New Sale and start adding menu items to the bill.
  2. Tap Checkout to start the payment process.

To create an order from your floor plan:

  1. From the floor plan view, tap the desired table.
  2. Choose the number of covers seated at the table.
  3. Take your guests orders and start adding menu items to the bill.

Option 2: Create orders from Square Dashboard

From your Square Dashboard, you can manually create a pickup order using Virtual Terminal. To do so: 

  1. Sign in to your Square Dashboard, then go to Items & orders > Orders > All orders.

  2. Click Create Order.

  3. Click Quick charge or Itemized sale and add transaction details.

  4. Add the relevant payment details.

  5. Click + Add a customer to select an existing customer or Create customer.

  6. Under Fulfillment details, select Add pickup.

  7. Enter the pickup details, including the order name and the pickup date and time.

  8. Review the order details, then click Create order.

Square Virtual Terminal turns your computer into a credit and debit card terminal. It's perfect for remote billing of orders or taking card payments over the phone. Learn more about Virtual Terminal Fees.

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