Manage Online Orders with Square for Retail
With Square Online, you can create a professional website to showcase your items online and accept payments with Square. Spend less time setting up your online store and more time focusing on your business.
If you already have a Square for Retail Free or Square for Retail Plus subscription, you can get started right from your online Square Dashboard:
Visit Ecommerce > Online in your online Square Dashboard.
Click Get Started For Free.
From here, you’ll have the option of importing your items and categories to start creating your Square Online site. You can also create your items and categories from scratch.
Depending on your item types in Square Online, you can set up different fulfilment methods for different item types. Learn more about each fulfilment method below.
Note: By default, the fulfilment type for all items will be set to delivery in Square Online unless otherwise changed in settings.
Manage Orders from Your Dashboard
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 the Orders tab of your online Square Dashboard. You’ll also have the option to manage your orders from your Square Online Overview page.
Note: To cancel an order, you’ll need to head to the Square Online Overview page or Square for Retail app.
Dashboard Order Management
To get started with managing orders from your online Square Dashboard:
Head to Items & Orders > Orders in your online Square Dashboard.
From here, you’ll see a list of your orders. You can use the drop-down menus near the top of the screen to filter by Active, Completed, Upcoming or All Orders, as well as order fulfilment type (e.g. Delivery, Collection, Dispatch, etc.). Once you’re ready, click on an order to take action.
From the Order Detail screen, click Mark In Progress. The order status will update to In Progress.
Once you’ve completed the order, click Mark Ready. From here, instructions will vary depending on the order fulfilment type. For Click and Collect Orders that have completed, click Mark Collected. For Local Delivery Orders that have completed, click Mark Delivered. For Delivery Orders that have completed, click Mark Delivered.
If you’re delivering the order, make sure to add the courier and include a tracking number or click Skip Tracking > Save.
Once the order(s) have been fulfilled, click View on Square Online to view the order details from your Square Online Overview page.
Print Packing Slips
You can print a packing slip for delivery orders directly from the dashboard. Packing slips automatically include the following information:
Your business name, address, website and phone number.
Your logo image.
The customer's name and delivery address.
The order number and date.
The name and any variations or modifiers for items included in the order.
To print a packing slip:
Head to Items & Orders > Orders in your online Dashboard.
Click on a new delivery order to view the details.
From the Actions menu, choose 'Print packing slip'.
The packing slip opens in a new browser window where you can print or save it as a PDF.
For orders created through Square Online, you can also choose which items to include on the packing slip if you're only delivering part of the order. Orders created outside of Square Online include all items on the packing slip.
Bulk Actions for Orders
In your online Square Dashboard, you can take action on multiple orders at once to make sure your orders are accurate and up to date. To do so:
Head to Items & Orders > Orders in your online Square Dashboard.
Click Edit Orders and select each order that you would like to edit.
Click Mark as complete for orders that have been completed.
For deliveries, you’ll be prompted to provide a tracking number and courier name for each order > press Save. Click Skip if you do not want to provide this information.
Click Done editing once you are finished updating your orders.
Once your orders are updated, you’ll see the Status column update accordingly.
For dispatched orders, the customer’s address will need to be accurate for delivery carriers to accept the orders. When entering customers’ delivery information, you’ll see an alert if the address needs to be updated. Tap Verify and Square will run this address through our database, recommending changes where needed. If prompted with a Confirm delivery address screen, choose the address that best matches the customer's provided information and tap Done. If you prefer to proceed with the original address and not verify it as deliverable, just tap Skip.
You can cancel specific items for an order, or the entire order, directly from Square for Retail Free or Square for Retail Plus.
To get started:
Tap the three horizontal lines to bring up the Main Menu, tap Orders > Active. For more targeted results, sort by the order or fulfilment date.
Tap on the order you would like to cancel > Cancel Items.
Select the items to refund, or tap Select All > Next.
Choose a reason for the cancellation:
Item(s) Not in Stock
Customer Cancellation Request* Other
Tap Cancel Order.
Next, choose to issue your customer a refund or to cancel the order without refunding.
Cross Location Orders
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 delivery or collection, 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 Basket > 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 Delivery or Collection > tap Next. Note: If you select Collection, make sure you include an estimated collection date and time. If you select Delivery, make sure you include the appropriate delivery address and apply a delivery fee, if applicable.
Under Delivery Details, tap the highlighted location in the Fulfil 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 Delivery and by in-stock and alphabetical order for Collection.
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 (e.g. the funds processed will be included in that location’s next transfer) for the order 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.
Payments and Reporting
Once a customer places an order from your Square Online site, Square automatically collects payment before you mark the order as complete. Your customers will receive an email confirmation once they’ve finished the payment flow. Square receipts will not be automatically generated for your customers, but you’re able to issue a Square receipt at any time from your online Square Dashboard.
Payments processed with Square Online will appear in the transaction history on your online Square Dashboard. Your payment history on your Dashboard offers an itemised breakdown of stock sold for both in-store and online sales. Learn more about viewing and downloading your Square payment history online.
If you cancel an item or order, your customer will automatically be refunded. Canceled orders will reflect as a custom amount refund and will not update your inventory levels for the included items.
Learn more about how to process refunds with Square.
In addition to your Square for Retail subscription cost, you’ll pay a transaction fee of 1.4% + 25c + VAT for European cards and 2.9% + 25c + VAT for non-European cards when your customers place an order online.
Learn more about Square Online‘s paid-tier subscription pricing.
Manage Your Subscription
Learn how to manage your Square Online subscriptions.