Get Started with Orders in Square POS
About order creation
With Square Order Manager, you can manually create orders across multiple channels, both online and directly from the Square Point of Sale apps. You can also manage the fulfillment 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
From the Square POS app with full service, quick service or bar mode enabled, or from the Square Restaurants POS app:
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 POS app with retail mode enabled or from the Square Retail POS app:
- From your point of sale 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 fulfillment method: In store, Shipment or Pickup.
- Tap Save.
- For each fulfillment method:
- In store: No further details needed.
- Shipment: Tap Add shipment details to add a new or existing customer, the relevant shipping 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 fulfillment location or Edit fulfillment method.
Learn how to manage cross location orders with Square for Retail.
From the Square POS app with standard mode enabled, or from the Square POS app:
- Go to Checkout.
- Add items to the current sale.
- Tap Review sale > Schedule.
- Add an existing customer to the sale or tap Add Customer to create a new customer.
- Select an order type (Pickup or Curbside). Tap Next.
- Select a Pickup location and time.
- Tap Done.
- Tap Charge to continue the checkout flow.
Option 2: Create orders from Square Dashboard
From your 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 Itemized sale and add transaction details.
Add the relevant payment details.
Click + Add a customer to select an existing customer or Create customer.
Under Fulfillment 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.