Create orders
About order creation
With Square Order Manager, you can manually create orders across multiple channels and manage the fulfilment of orders for either pickup or delivery.
Before you start
You can create orders from the Virtual Terminal in Square Dashboard or the Square Point of Sale app.
Before you can create orders, you need to do the following:
Turn dining options off to create scheduled orders from your Square Point of Sale app. Learn how to create and manage dining options.
Update your device and Point of Sale app to the latest software versions.
Step 1: Turn dining options off
If you’re creating orders from Square Dashboard, you don’t need to turn dining options off.
Sign in to Square Dashboard and go to Items & orders (or Items & menus or Items & inventory) > Items.
Click Settings > Dining options.
Toggle all your dining options OFF.
Step 2: Create orders
From the Square Point of Sale app with full service, quick service or bar mode enabled or from the Square Restaurant 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 Point of Sale app with retail mode enabled or from the Square Retail Point of Sale app:
- From your Point of Sale app, go to Checkout.
- Tap Add customer to add an existing or new customer.
- add items to basket, then tap Check out.
- tap (•••), then select the fulfilment method: In-store, Shipment or Pick-up.
- Tap Save.
- For each fulfilment method:
- In-store: no further details needed.
- Shipment: tap Add shipment details to add a new or existing customer, the relevant delivery 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 fulfilment location or Edit fulfilment 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 profile.
- Select an order type (Pickup or Click and Collect). tap Next.
- Select a Pickup location and time.
- tap Done.
- tap Charge to continue the checkout flow.
From your Square Dashboard, you can manually create a pickup order using Virtual Terminal.
- 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 Itemised sale and add transaction details.
- Add the relevant payment details.
- Click + Add a customer to select an existing customer or Create customer.
- Under Fulfilment 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.