Manage Online Orders with Square
With Square, you can accept online orders from your Square Online site, 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 fulfilment types from both the online Square Dashboard and Square POS 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 organize and manage all your delivery partners from one screen. View all online ordering and delivery platforms.
Each online order falls into one of the following fulfilment 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 10:00 a.m. for pickup at 10:30 a.m. 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 fulfilment 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 fulfil your incoming orders. You can filter the orders by order status or fulfilment method.
Print Order Tickets
Connect a printer to your device to print order tickets for customers or send order tickets to your kitchen. If you accept pickup orders with the Square POS app on an iPad, you can also automatically print remote order tickets.
You can also print single items per order ticket with orders received from your Square Online website and via self-serve ordering.
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 minimized.
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. Learn how to accept and manage orders directly from the Square for Retail app.
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 organized 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 time frame to drill down and customize your reporting view.
Learn more about reporting with Square.
An activity log displays important events that occurred throughout your order’s timeline. You can use this log to understand when and which specific changes to the order took place. The Square Point of Sale app will display a basic view – for a detailed view of Order Details, visit your online Square Dashboard. To do so:
Go to Items & orders > Orders from your online Square Dashboard.
This will open the Orders Overview page. A list of orders from up to 30 days ago will be displayed here. Click on one of these orders to view additional details about the selected order.
From the side panel, scroll down to Activity Log.
The Activity Log displays a time-stamped log of important events that have occurred in the selected order. These events are:
Note: It may take a minute for newly created events to be displayed in the Activity Log.