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Manage Shipments in Square Dashboard

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Save time with the Shipments page in Square Dashboard, which helps you manage shipping for orders placed through Square Online, Square Point of Sale, Square for Retail, Square Invoices and Square for Restaurants.

View Your Shipments Page

  1. Log in to your Square Dashboard and click Orders > Shipments. 

  2. Click the To-do tab to view all shipment orders that require action by you and have a New or In progress status.

  3. Click the Shipped tab to view all shipment orders that are marked as Shipped.

View shipment details

Select an individual shipment order to view additional information, such as order info, shipment details and fulfilled items, based on where the customer created the shipment order.

Search and filter shipments

Sort and filter shipment orders based on the status and fulfilment location. 

  1. Log in to your Square Dashboard and click Orders > Shipments.

  2. Click the To-do or Shipped tab.

  3. Enter the order details in the Search box to locate a specific order.

  4. Click Fulfilment location to view your locations and check the box next to the location you’d like to view.

Update fulfilment status

To update the fulfilment status for an entire shipment order:

  1. Log in to your Square Dashboard and click Orders > Shipments.
  2. Select the To-do tab. Note: Fulfilment statuses cannot be updated on Shipped orders.
  3. Select an individual shipment order.
  4. Select Mark as and choose In-progress or Shipped.
  5. Add any additional information to update the status.
  6. Select Mark as in progress or Mark as shipped to save the status update.

Shipment orders updated to Shipped will send a delivery email notification to your customer.

Add or Update Fulfilment Information

You can add additional or update existing information on shipment orders based on the status of the order. Note: You will not be able to add or update the carrier, tracking, shipping address or shipped-on date once a shipment order updates to Shipped.

Add or update carrier

  1. Log in to your Square Dashboard and click Orders > Shipments.
  2. Click the To-do tab.
  3. Click an individual shipment order to view more details.
  4. Click Add next to Carrier or click the existing carrier to update.
  5. Select a supported carrier.
    • Supported carriers: UPS, FedEx, DHL and Canada Post.
  6. Click Done.

Note: If an unsupported carrier is used, the created tracking link will direct you to a Google search with the tracking number. If a supported carrier is used, the created tacking link will direct you to the carrier’s tracking status page.

Add a ship date

To include the date the shipment order needs to be sent by the business to the customer:

  1. Log in to your Square Dashboard and click Orders > Shipments.
  2. Click the To-do tab.
  3. Click an individual shipment order to view more details.
  4. Click Set a date.
  5. Click Done.

Note: Ship date will automatically show when you change the shipment order to Marked as shipped.

Update the shipping address

  1. Log in to your Square Dashboard and click Orders > Shipments.
  2. Click the To-do tab.
  3. Click an individual shipment order to view more details.
  4. Click the address next to Ship to.
  5. Enter the new shipping address
  6. Select Save.

Note: If the address cannot be verified, you can click Back to edit to review the entry or click Save anyway to continue without verification.

Shipment Tracking

View shipment tracking information

You can view a list of your shipment orders with their tracking statuses and estimated delivery date. To view shipment orders tracking information:

  1. Log in to your Square Dashboard and click Orders > Shipments.
  2. Click To-do to view New and In-progress orders.
  3. Click a shipment order to update the shipment status, add the tracking information and mark as shipped.
  4. Click Shipped to view shipped orders.
  5. Filter orders from multiple locations by selecting the Fulfilment location drop-down and choosing all that apply.
  6. Click the Delivery status drop-down to filter by delivery status.
  7. Select a shipment order to view the shipment status, order info, shipment details and fulfilled items.

Add or update a tracking number

  1. Log in to your Square Dashboard and click Orders > Shipments.
  2. Click the To-do tab.
  3. Click an individual shipment order to view more details.
  4. Click Add next to Tracking to manually enter the tracking number.
  5. Click the existing tracking number to update it. You’ll see an error message if the tracking number doesn’t match the carrier.
  6. Click Done.

Note: You cannot add or update tracking information if the shipment order is updated to Shipped.

View the tracking number and track the shipment

  1. Log in to your Square Dashboard and click Orders > Shipments.
  2. Click the To-do or Shipped tab.
  3. Locate the Tracking column.
  4. Click the tracking number link to view the carrier’s tracking status page.

If an unsupported carrier is used, the created tracking link will direct you to a Google search with the tracking number. If a supported carrier is used, the created tacking link will direct you to the carrier’s tracking status page.

Print a Packing Slip

  1. Log in to your Square Dashboard and click Orders > Shipments.

  2. Click the To-do or Shipped tab.

  3. Click an individual shipment order to view more details.

  4. Click Print packing slip to generate an 8.5 x 11” packing slip to include with a shipment order.

  5. Click the print icon to print the packing slip.

The packing slip will show the customer, carrier, shipping rate, item name/quantity, company name and address, and logo.

Split a Shipment

To separate a single shipment order into multiple shipments:

  1. Log in to your Square Dashboard and click Orders > Shipments.

  2. Click the To-do tab.

  3. Click an individual shipment order to view more details.

  4. Click Split shipment.

  5. Check the box next to the items you want to ship together.

  6. Click Next > Create new shipments. Note: This action will split the shipment order into two new shipments and cannot be reversed.

The status for split shipments will display as Split.

Note: You will not be able to use Split shipment on the Shipments page if the order is from a partial shipment.

Activity Log

The activity log displays fulfilment events created for shipment orders and view specific actions taken by your team members. Events will appear in your activity log when shipment details are updated manually or automatically.

To get started:

  1. Log in to your Square Dashboard and click Orders > Shipments.

  2. Click the To-do or Shipped tab.

  3. Click an individual shipment order.

  4. Scroll down to view the events in your activity log.

Events

Possible events that may appear in your activity log include:

  • Fulfilment in progress
  • Fulfilment completed
  • Recipient updated
  • Fulfilment details updated
  • Split shipment applied
  • Shipment delivery status and delivery substatus

Activity log details

You can view details within the events in your activity log, including:

  • Name of the team member that updated the fulfilment order
  • Location nickname – Note: Location nickname doesn’t show if you have multiple locations.
  • Date and time of the update

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