Cross-Location Orders with Square for Retail
With Square for Retail, you have the option to fulfil orders with items across all locations – meaning if you’re out of stock for an item at one location, you can easily fulfil it from another location to avoid losing out on a sale. While fulfilling the order for shipment or pickup, you’ll have full visibility into the inventory at your other locations to determine if you can fulfil the order successfully. Once created, the order will route to the selected location for fulfilment, and you can track the progress through the Orders section of your online Square Dashboard or Square for Retail app.
Note: Cross-location orders are only available with iOS devices at this time and can only be used with a Square for Retail Plus subscription.
To get started with cross-location orders:
Select an item or items to Add to Cart > tap Create Order.
From the Order Details screen, tap Add Customer. Select an existing customer and tap Add, or tap Create Customer to add a new customer.
Once the customer name has populated in the Order Details screen, select the order type by tapping Shipment or Pickup > tap Next. Note: If you select Pickup, make sure to include an estimated pickup date and time. If you select Shipping, make sure to include the appropriate shipping address and apply a shipping fee, if applicable.
Under Shipment Details, tap the highlighted location in the Fulfill From section.
Tap Change location > select a location with the item(s) in stock. From here, you can also filter by distance, in-stock and alphabetical order for Shipping, and by in-stock and alphabetical order for Pickup.
Tap the back arrow to return to the Order Details screen.
Tap Done > tap Charge.
Once the order has been fulfilled at the appropriate location, the stock levels at the location where the item(s) were fulfilled will update accordingly. The location where the order was created will receive the sale for the order (e.g. the funds processed will be included in that location’s next transfer) and the order details can be viewed in the sales reporting associated with said location.
Note: At this time, an entire order must be fulfilled from a single location with a single fulfilment type. The ability to split fulfilment across multiple locations is not currently available.