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Manage Online Orders with Square for Retail

With Square Online, you can create a professional website to showcase your items online and accept payments with Square. Spend less time setting up your online store and more time focusing on your business.

Get Started

If you already have a Square for Retail Free or Square for Retail Plus subscription, you can get started right from your online Square Dashboard:

  1. Visit the Online section of your online Square Dashboard.

  2. Click Get Started For Free.

From here, you’ll have the option of importing your items and categories to start creating your Square Online site. You can also create your items and categories from scratch.

Depending on your item types in Square Online, you can set up different fulfilment methods for different item types. Learn more about each fulfilment method below.

Note: By default, the fulfilment type for all items will be set to shipping in Square Online unless otherwise changed in settings.

Manage Orders from Your Dashboard

Once you set up Square Online for your Square for Retail Free or Square for Retail Plus account, you’ll be able to sell online and manage your customer orders directly from the Orders tab of your online Square Dashboard. You’ll also have the option to manage your orders from your Square Online Overview page.

Note: To cancel an order, you’ll need to head to the Square Online Overview page or Square for Retail app.

Dashboard Order Management

To get started with managing orders from your online Square Dashboard:

  1. Head to the Orders tab of your online Square Dashboard.

  2. From here, you’ll see a list of your orders. You can use the drop-down menus near the top of the screen to filter by Active, Completed, Upcoming or All Orders, as well as order fulfilment type (e.g. Curbside, Delivery, Pickup, Shipment, etc.). Once you’re ready, click on an order to take action.

  3. From the Order Detail screen, click Mark In Progress. The order status will update to In Progress.

  4. Once you’ve completed the order, click Mark Ready. From here, instructions will vary depending on the order fulfilment type. For Pickup Orders that have completed, click Mark Picked Up. For Delivery Orders that have completed, click Mark Delivered. For Shipping Orders that have completed, click Mark Shipped.

  5. If you’re shipping the order, make sure to add the shipping courier and include a tracking number or click Skip Tracking > Save.

  6. Once the order(s) have been fulfilled, click View on Square Online to view the order details from your Square Online Overview page .

Bulk Actions for Orders

In your online Square Dashboard, you can take action on multiple orders at once to make sure your orders are accurate and up to date. To do so:

  1. Head to the Orders tab of your online Square Dashboard.

  2. Click Edit Orders and select each order that you would like to edit.

  3. Click Mark as complete for orders that have been completed.

  4. For shipments, you’ll be prompted to provide a tracking number and carrier name for each order > press Save. Click Skip if you do not want to provide this information.

  5. Click Done editing once you are finished updating your orders.

Once your orders are updated, you’ll see the Status column update accordingly.

Manage Orders from the Retail App

You can also accept and manage your Square Online orders directly from Square for Retail Free or Square for Retail Plus.

Manage Orders from the Retail App

To get started with managing orders from the Square for Retail app:

  1. Tap the three horizontal lines to bring up the main menu, and tap Orders. You’ll see a list of your orders, along with the time elapsed since the orders were placed.

  2. Tap an order to bring up the Order Detail screen, and then tap Mark In Progress. The order status will update to In Progress.

  3. Once you’ve completed the order, tap Mark Ready. From here, instructions will vary depending on the order fulfilment type. For Pickup Orders that have completed, tap Mark Picked Up. For Delivery Orders that have completed, tap Mark Delivered. For Shipping Orders that have completed, tap Mark Shipped.

  4. If you’re shipping the order, make sure to add the shipping courier and include a tracking number or tap Skip Tracking > Save.

  5. Once the order(s) have been fulfilled, tap the arrow icon at the bottom of your screen to view the transaction details. Since customers will be charged as soon as they complete the checkout flow in Square Online, your transaction details will reflect the time your customer placed the original order.

Create Orders from the Retail App

In addition to managing and accepting orders in-app, you can view, fulfil and cancel online orders directly from Square for Retail on iOS.

Create Orders

To get started with order creation from the Square for Retail app:

  1. Select an item or items to Add to Cart.

  2. Tap Create Order.

  3. Tap Add Customer and select an existing customer, or create a new customer.

  4. Choose from a variety of Fulfilment methods, including Pickup and Shipping. Note: If you select Pickup, make sure to include an estimated pickup date and time. If you select Shipping, make sure to include the appropriate shipping address and apply a shipping fee, if applicable.

  5. Tap Done > Charge.

Note: Taxes pre-applied to items will not include a local tax for items shipped out of your area. If a tax isn’t already applied to your selected item(s), you will see a prompt to add a custom tax or existing tax. Custom taxes will have an automated name based on the customer’s delivery address.

Automatically Print Orders

To turn on automatic printing for Square for Retail orders created in person and online:

  1. From the Retail app, tap the three horizontal lines and select Settings > Hardware > Printers.

  2. Select the use types under Use this printer for

  3. If an order requires immediate preparation or customisation for your in-store customer, toggle on In-store order tickets to turn on automatic printing.

  4. If an order requires shipping or pickup and will be fulfilled for a customer at a later time, toggle on Order tickets with fulfilment to turn on automatic printing. 

  5. Select the categories of items you prefer to print and select other options like Single item per ticket or Compact tickets if applicable.

  6. Tap Save.

After the feature is turned on, new orders will automatically print from your supported printing device. Any new orders will also be highlighted green in the Orders section of your online Square Dashboard and in your Square for Retail app to differentiate from existing orders.

Learn more about printing order tickets with Square for Retail.

Cancel Orders

You can cancel specific items for an order, or the entire order, directly from Square for Retail Free or Square for Retail Plus.

To get started:

  1. Tap the three horizontal lines to bring up the Main Menu, tap Orders > Active. For more targeted results, sort by the order or fulfilment date.

  2. Tap on the order you would like to cancel > Cancel Items.

  3. Select the items to refund, or tap Select All > Next.

  4. Choose a reason for the cancellation:

    • Item(s) Not in Stock

    • Customer Cancellation Request* Other

  5. Tap Cancel Order.

  6. Next, choose to issue your customer a refund or to cancel the order without refunding.

Cross-Location Orders

With Square for Retail, you have the option to fulfil orders with items across all locations – meaning if you’re out of stock for an item at one location, you can easily fulfil it from another location to avoid losing out on a sale. While fulfilling the order for shipment or pickup, you’ll have full visibility into the inventory at your other locations to determine if you can fulfil the order successfully. Once created, the order will route to the selected location for fulfilment, and you can track the progress through the Orders section of your online Square Dashboard or Square for Retail app.

Note: Cross-location orders are only available with iOS devices at this time and can only be used with a Square for Retail Plus subscription.

To get started with cross-location orders:

  1. Select an item or items to Add to Cart > tap Create Order.

  2. From the Order Details screen, tap Add Customer. Select an existing customer and tap Add, or tap Create Customer to add a new customer.

  3. Once the customer name has populated in the Order Details screen, select the order type by tapping Shipment or Pickup > tap Next. Note: If you select Pickup, make sure to include an estimated pickup date and time. If you select Shipping, make sure to include the appropriate shipping address and apply a shipping fee, if applicable.

  4. Under Shipment Details, tap the highlighted location in the Fulfil From section.

  5. Tap Change location > select a location with the item(s) in stock. From here, you can also filter by distance, in-stock and alphabetical order for Shipping, and by in-stock and alphabetical order for Pickup.

  6. Tap the back arrow to return to the Order Details screen.

  7. Tap Done > tap Charge.

Once the order has been fulfilled at the appropriate location, the stock levels at the location where the item(s) were fulfilled will update accordingly. The location where the order was created will receive the sale for the order (e.g. the funds processed will be included in that location’s next transfer) and the order details can be viewed in the sales reporting associated with said location.

Note: At this time, an entire order must be fulfilled from a single location with a single fulfilment type. The ability to split fulfilment across multiple locations is not currently available.

Payments and Reporting

Once a customer places an order from your Square Online site, Square automatically collects payment before you mark the order as complete. Your customers will receive an email confirmation once they’ve finished the payment flow. Square receipts will not be automatically generated for your customers, but you’re able to issue a Square receipt at any time from your online Square Dashboard.

Payments processed with Square Online will appear in the transaction history on your online Square Dashboard. Your payment history on your Dashboard offers an itemised breakdown of stock sold for both in-store and online sales. Learn more about viewing and downloading your Square payment history online.

If you cancel an item or order, your customer will automatically be refunded. Cancelled orders will reflect as a custom amount refund and will not update your inventory levels for the included items.

Learn more about how to process refunds with Square.

Fees

In addition to your Square for Retail subscription cost, you’ll pay a 2.2% transaction fee when your customers place an order online.

Learn more about Square Online's paid-tier subscription pricing.

Manage Your Subscription

Learn how to manage your Square Online subscriptions.

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