Manage Online Orders with Square
With Square Online, you can accept online orders, integrate with an eCommerce partner, or work with a developer to integrate with our Orders API. When you start accepting online orders, you can track and manage multiple fulfillment types from both the online Square Dashboard and Square POS app.
Each online order falls into one of the following fulfillment states:
|Active||All orders that need to be accepted, or orders in progress (i.e. not completed).|
|New||All orders awaiting action. If auto-printing is enabled on your Square POS app, new orders will print as they come in.|
|In Progress||Orders being prepared.|
|Ready||All orders ready for pickup (by customers or couriers).|
|Completed||All completed or cancelled orders.|
The status of an order will be in red if the order is 'at risk' of being late. This is determined by looking at the prep time, pickup time, and the time the order was placed. You can set these timelines from the Settings tab in Square Online.
For example, if an order is placed at 10:00am for pickup at 10:30am and there’s a prep time of 35 minutes, the order status will be marked in red as the order is at risk of not making the pickup time. Orders marked in green are not at risk of being late.
In addition to the order status, you’ll also see a breakdown of orders by Type. For example, if you have active orders coming in from Square Online you’ll see both online ordering platforms listed.
Each order will fall into one of the following fulfillment types, to help you manage your orders at a glance: Delivery, Shipment, Pickup, Curbside, or Digital.
Note: If you do not have active orders for a particular platform, you will not see it listed. Orders will appear top-down, newest to oldest.
Manage Orders Online
For easy visibility, all new orders will be highlighted green. Once the order is read and order details are viewed, the highlighting will disappear and you can continue to fulfill your incoming orders. You can filter the orders by order status or fulfillment method.
Print Packing Slips Online
You can print a packing slip for shipping orders directly from the online Square Dashboard. Packing slips automatically include the following information:
Your business name, address, website, and phone number.
Your logo image.
The customer's name and shipping address.
The order number and date.
The name and any variations or modifiers for items included in the order.
To print a packing slip:
Go to Orders in your online Dashboard.
Select the order you wish to ship then, then click ••• > Print packing slip.
The packing slip opens in a new browser tab where you can print or save as a PDF.
Note: For orders created through Square Online, you can also choose which items to include on the packing slip if you're only shipping part of the order. Orders created outside of Square Online include all items on the packing slip.
Manage Orders from the POS App
You can also manage online orders and order settings directly from the Square POS app.
Keep in mind: New order notifications will not push if you have the POS app minimised.
Manage Orders on Square Terminal
Through Square Terminal you are able to manage your orders directly from your hand-held device. You can view and filter your orders by status or type, update order progress, and have your orders printed from the Square Terminal’s built-in printer.
Learn more about managing orders on Square Terminal.
Manage Orders on Square for Retail
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 your Square for Retail app.
Integrate an eCommerce Partner
In addition to Square Online, you can integrate with integration partners such as Deliverect, Uber Eats, Doshii, and Menulog to organise and manage all your delivery partners from one screen. View all online ordering and delivery platforms.
Use Square’s API
Square’s API allows you to build a payment platform from the ground up while using Square to securely process your online payments — as such, you may need to hire a developer since technical knowledge is required. Learn more about setting up and using Square’s API.
If you use multiple ordering channels, you can filter your sales reports and transaction details from your online Square Dashboard by Source — gain insights into your most popular ordering platforms and keep your reporting organised with just a couple of clicks.
To view reporting information by source:
Go to Reports in your online Square Dashboard.
In the Display By and Filter By section of your reports, you’ll see the option to Display by Source.
Select the ordering channels you’d like to review.
To view order source from your transactions:
Go to Transactions in your online Square Dashboard.
You’ll see the source filter at the top of the page. Click to select specific sources.
Once you apply the Source filter, you can combine other filters, like Locations, Team Member, or timeframe to drill down and customise your reporting view.
Learn more about reporting with Square.