Manage Orders on Square Terminal
With the mobile Square Terminal you are able to receive, view, and print your online orders from your hand-held device. Whether your orders are coming in from your Square Online, Square for Restaurants, Square POS app or a third-party delivery or ordering integration, you can easily manage your orders, check the status of your orders, and configure your order settings directly from Square Terminal’s Order Manager.
Learn more about managing online orders with Square.
View Order Status
To view the status of your orders from your Square Terminal:
1. Tap ≡ then tap Orders.
2. At the top of the screen, tap the filter menu to view Active, Upcoming, or Completed.
By default, your active orders will be displayed on your Orders homepage. Any new orders will be highlighted green for easy visibility. Once an order is opened and the order details are viewed, the highlight will disappear and you can continue to fulfil your orders as usual.
Order Fulfillment and Payment Status
Each order type can be updated to the following statuses:
Order Type | Status |
---|---|
Delivery | Mark as in progress, Mark as ready, and Mark as complete. |
Pickup | Mark as in progress, Mark as ready, and Mark as picked up. |
Shipment | Mark as in progress and Mark as shipped. |
Upcoming | Move to active. |
To update the status of your orders based on the order type from your Square Terminal:
1. Tap ≡ then tap Orders.
2. Tap the filter option at the top of the screen and select which orders to view, either by Status or Type.
3. Select the order whose status you wish to update.
Once you select the order type, you can select an individual order to view the order detail information which includes:
Customer contact details
Item(s)
Payment information
You can select Transaction detail to view additional transaction information.
View Order Type
You can view the different order categories from the Order Manager in your Square Terminal. To do so:
1. Tap ≡ then tap Orders.
2. At the top of the screen, tap the filter menu.
3. Once you are viewing the filter menu, you can view orders by type.
The following order types are visible from your Square Terminal:
Curbside: A quick and easy way for customers to collect their order and have it delivered in their vehicle while they are parked at your business.
Delivery: If a customer purchases an item from you with Square Online, they can have it delivered via your courier from a brick and mortar location.
Pickup: If a customer purchases an item from you with Square Online, they can pick it up from a brick and mortar location.
Shipment: Customers place online orders with your business, and you can ship orders to their delivery address.
Read more about managing online orders with Square.
Add Tracking Information to an Order
To add a tracking number and carrier information to shipment orders:
1. Tap ≡ then Orders.
2. Press the filter option at the top of the screen and filter by Shipment.
3. Select the order you wish to add tracking information to.
4. On the order detail page, select Add tracking information.
5. Provide the tracking number and the carrier > press Done.
Once tracking information is added, you can update the order by selecting Mark as shipped.
Cancel an Order
To cancel an order from your Square Terminal:
1. Tap ≡ then tap Orders.
2. Press the filter option at the top of the screen and select orders to view, either by Status or Type.
3. Select the order you wish to cancel.
4. Scroll to the bottom of the order detail page and select Cancel items.
5. Indicate a reason and opt to adjust your stock, if applicable. If adjusting your stock, select a reason.
Once the order is cancelled it will no longer appear in the Orders section of your Square Terminal.
Printer Settings
When you receive online orders, you can have your order tickets printed from your Square Terminal device. To configure your printer settings:
Tap ≡ then tap Settings.
Tap Hardware > Printer.
Toggle ON Online order tickets.
To set up automatic printing (a ticket will print when there is a new order), toggle ON Automatically print new orders.
To test your printer connection, tap Test Print. You’ll only be able to enable Order Tickets from your Square Terminal; all other receipt types will print directly from your terminal’s built-in printer.
Read more about connecting a printer to your Square Terminal.