Create orders on Point of Sale and Square Dashboard
- 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 point of sale apps. You can also manage the fulfilment 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
To add menu items to an order from the Square Restaurants POS app:
- Tap New sale and start adding menu items to the bill.
- Tap Checkout to start the payment process.
To create an order from your floor plan:
- From the floor plan view, tap the desired table.
- Choose the number of covers seated at the table.
- Take your guests orders and start adding menu items to the bill.
- From the Square Retail POS app, go to Checkout.
- Tap Add customer to add an existing or new customer.
- Add items to cart, then tap Check out.
- Tap (•••), then select the fulfilment method: In store, Shipment or Pickup.
- Tap Save.
- For each fulfilment method:
- In store: No further details needed.
- Shipment: Tap Add shipment details to add a new or existing customer, the relevant delivery 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 fulfilment location, or Edit fulfilment method.
Learn how to manage cross location orders with Square for Retail.
Option 2: Create orders from Square Dashboard
You can manually create a pickup order using Virtual Terminal. To do so:
Sign in to Square Dashboard and go to Orders & payments (or Invoices & payments or Payments) > Orders > All orders.
Click Create order.
Click Quick charge or Itemised sale and add transaction details.
Add the relevant payment details.
Click + Add a customer to select an existing customer or Create customer.
Under Fulfilment details, select Add pickup.
Enter the pickup details, including the order name and the pickup date and time.
Review the order details, then click Create order.