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Get Started with Orders in Square POS

Order Manager is available in the Square POS app on iPad/iPhone, Android tablet/phone as well as Square Register. This guide will walk you through setup.

Setup

  1. Download the latest version of the Square POS app. If you are using Square Register, please make sure your Square Register is up to date. Order Manager is available on POS 5.17 or greater in the App Store and Google Play.

  2. On the Square POS app, tap the three horizontal lines in the top left. For the Square Register, tap More.

  3. Select Orders from the menu.

  4. Go to your POS Settings > scroll to Orders.

  5. Enable Order settings you prefer. More information on Orders settings below. Note: if you do not see Alerts in Settings, please force-close your app and reopen.

Note: If you do not see Alerts in Settings, please force-close your app and reopen.

Order Manager

Alerts

In-app alerts for new orders can be toggled on or off. There are options for how often you want to see new order alerts. You can view new orders immediately, or choose ‘View Later’ to dismiss the notification.

To help pinpoint your newest orders, all new orders will be highlighted green until the order details are viewed. Once the order detail is viewed, the highlight will disappear.

Printing

Printer Station setup

Setting up a printer station will have slightly different directions for Android and iOS. Please review the directions for your device below.

To set up a printer station on Android devices:

  1. Navigate to Settings > Hardware > Printers.

  2. Create a new printer station or update the settings on an existing printer station.

  3. Tap Printer and select your printer.

  4. Make sure the printer and your device are connected to the same Wi-Fi network. To test your connection, tap Test Print.

  5. 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 as well:

    1. Toggle on Single item per ticket. With this setting on, you will get a new order ticket for each item.

    2. Toggle on Automatically Print New Orders. With this setting on, all new orders will print when they come in.

    3. Select Categories to print if you want the print station to only print some item categories.

  6. Tap** Save**.

To set up a printer station on iOS devices:

  1. Go to Settings > Printers > then select the printer you want to print orders to.

  2. Under Use this printer for, navigate to Online Order Tickets.

  3. Toggle on Use this printer for online order tickets and select categories you want to print.

  4. Optional: Toggle on Single item per Ticket if you want to print a single item per ticket. This is useful if you need to send specific items to different prep stations or service counters to fulfil orders.

Order List View

The Orders layout allows you to filter by order status, fulfilment type, payment status and order source. Each order has relevant fulfilment details in the Active order view, including recipient name, fulfilment type, placed at date, order number (if provided) and fulfilment status (New, In Progress, Ready, Completed).

Order Detail Page

The Order Detail pages display details relevant to the order fulfilment status including pickup date and time, recipient information, line item details, payment status and order payment info.

Completed Orders

Use the Completed filter to view completed orders. Completed orders have a link to the corresponding Transaction detail for issuing refunds and sending receipts.

Order Manager on Square Register

RegisterOrderstab

Alerts

In-app alerts for new orders can be toggled on or off. There are options for how often you want to see new order alerts. To help pinpoint your newest orders, all new orders will be highlighted green until the order details are viewed. Once the order detail is viewed, the highlight will disappear. 

RegisterOrderAlerts

You can view new orders immediately, or choose View Later to dismiss the alert.

Note: Notifications will not appear when you’re in the Checkout screen accepting a transaction. Notifications appear only in the Square POS app – they will not appear with system notifications today.

Printing

Printer Station setup

Be sure to enable the Order Tickets toggle option for the printer station(s) you want to print order tickets. Go to More > Settings > Hardware > Printers. Create a new printer station or update the settings on an existing printer station.

Auto-printing

You can toggle on the automatic order ticket printing functionality. With this setting on, all new orders will automatically print when they come in. There is also a Print button on the Order Detail page.

Note: If you have the Square POS app minimised 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.

RegisterOrderPrinting

Master View

The Orders layout allows you to filter by order status, fulfilment type and order source. Each order has relevant fulfilment details in the Active order view, including recipient name, fulfilment type, placed at date, order number (if provided) and fulfilment status (New, In Progress, Ready, Completed).

RegisterMasterView

Order Detail Page

The Order Detail pages display details relevant to the fulfilment including pickup date and time, recipient information, line item details and order payment info.

RegisterOrderDetail

Completed Orders

Use the Completed filter to view completed orders. Completed orders have a link to the corresponding Transaction detail for issuing refunds and sending receipts.

RegisterCompletedOrdersl

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