Get Started with Orders in Square POS
Order Manager is available in the Square Point of Sale app on Square Register, Square Terminal or a compatible iPad, iPhone or Android tablet/phone. You can view the Orders tab to manage all in-person, pickup and online orders. Follow this guide to navigate through your order set up and printer settings.
Before you get started, download the latest version of the Square POS app. If you’re using Square Register, please make sure your Square Register is up to date. Order Manager is available POS 5.17 or later.
Learn more about managing your shipments from your Square Dashboard.
Set Up Order Manager
You can create orders for in-store and curbside pickup. All Dining options must be turned off in your online Square Dashboard.
Open the Square POS app , then tap ≡ More > Settings.
Tap Orders > Order creation.
Ensure ‘Enable order creation in checkout’ is toggled on.
If you’re using Square Terminal, learn more about managing orders on Square Terminal.
Order Manager Features
You can send an email or text message to your customer regarding their order from the Order Details page. Select an order and tap the phone number or email at the top of the Order Details page to start a conversation. Alternatively, select an order, open the action menu (...), and select Message Buyer.
This feature is ideal for gaining clarification on your customer’s order as well as any last minute changes, such as out of stock items or substitutions. Square Messages supports both text and email communication, as well as photo support.
You will receive an email notification when your customer responds. You can also enable push notifications by going to Messages > Settings icon on Dashboard. Learn more about Square Messages
Note: Square Messages will only be accessible to your employees with the following permission enabled: Grant access to view and send messages to customers. This includes access to items and customer data for sending messages. Learn more about managing your employees’ Custom Permission Sets.
To customize your item grouping settings:
On the Square Point of Sale app, go to Settings > Hardware > Printer Settings. Scroll down to In-Person Orders. On Square KDS, go to your Square Dashboard and select Devices > Kitchen Settings.
Toggle on Combine identical items. Items with the same details will then be automatically combined into one line item.
If you toggle on Single item per ticket, this setting overrides grouping items and automatically prints each item, ungrouped, on its own ticket.
Note: Combine identical items is off by default for existing printer stations but will turn on by default for all new printer stations you create. Learn more about grouping items.
Split Order Fulfilment
You can split up items within orders as they become available and separately manage the fulfilment of each item by marking them as New, In Progress, Ready, Completed, Shipped or Delivered.
|New||This status is for net new items or orders.|
|In Progress||You are preparing part of the order. Items and Orders are In Progress before Ready or Completed.|
|Ready||Mark an item as Ready when part of the order is available for pickup.|
|Completed||Used for pickup orders. Mark an item as Completed once the customer picks up the item.|
|Shipped||Used for shipments. Mark an item as Shipped once you ship the items to the customer.|
|Delivered||Used for delivery orders. Mark an item as Delivered once the customer receives the items.|
To manually split up any order:
Tap an order to bring up the Order Detail screen.
Under “Mark as,” select items to place them into different fulfillment states. You can select multiple items at once or edit the status of items individually.
Items in an order are automatically grouped based on their fulfillment availability status. If an order fulfilment is split, the Order List View shows the least progressed fulfillment state as the entire order fulfillment state. If Quick Actions is turned on, it will display the next action for the least progressed item on the order as the Quick Action.
Printer Station Setup
You can create printer stations to print order tickets for all in-person or online orders. This will ensure you or your team members can manage and prepare orders as they come in. To set up a printer station:
From your Square POS app, go to ≡ More > Settings > Hardware > Printers.
Create a new printer station or update the settings on an existing printer station.
Tap Printer and select your printer.
Make sure the printer and your device are connected to the same Wi-Fi network. To test your connection, tap Test Print.
Be sure to enable the Online order tickets toggle option for the printer station(s) you want to print Order Manager order tickets. There are several other options:
Toggle on Single item per ticket. With this setting on, you will get a new order ticket for each item.
Toggle on Automatically print new orders. With this setting on, all new orders will print when they come in.
Select Categories to print if you want the print station to only print some item categories.
You can toggle on the automatic order ticket printing functionality to ensure all new orders will automatically print when they come in. Follow the steps above to toggle on the Automatically Print New Orders feature. There is also a Print button on the Order Detail page.
Note: If you have the Square POS app minimized or the device locked, auto-printing will not work. The Square POS app needs to be open on the screen for auto-printing to work.