Create orders on Point of Sale and Square Dashboard
About order creation
With Square Order Manager, you can manually create orders across multiple channels, both online and directly from the Square Point of Sale apps. You can also manage the fulfilment of orders for either pickup, shipping or delivery.
Before you begin
Follow the steps in Set up Order Manager before completing the steps in this article.
As you get ready to create and accept orders in-app, be sure to update to the latest version of the Square app and software on your device(s) for the best experience.
Option 1: Create orders on point of sale
From the Square Point of Sale app with full service, quick service or bar mode enabled or from the Square Restaurants Point of Sale app:
To add menu items to an order from the Square Restaurants Point of Sale 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 the Square Retail Point of Sale app, go to Checkout.
- Tap Add customer to add an existing or new customer.
- Add items to basket, then tap Checkout.
- Tap (•••), then select the fulfilment method: in store, Delivery or Collection.
- Tap Save.
- For each fulfilment method:
- In store: no further details needed.
- Delivery: Tap Add shipping details to add a new or existing customer, the relevant delivery address and an optional delivery note).
- Collection: Tap Add collection details to add a new or existing customer and collection details (collection time, location and an optional collection note).
To edit, tap (•••) again to Edit shipping/collection details, Change fulfilment location, or Edit fulfilment method.
Learn how to manage cross-location orders with Square for Retail.
From the Square Point of Sale app with standard mode enabled or from the Square Point of Sale 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.
- Select an order type (Collection or Click and Collect). Tap Next.
- Select a Collection location and time.
- Tap Done.
- Tap Charge to continue the checkout flow.
Option 2: Create orders from Square Dashboard
From your Square Dashboard, you can manually create a pickup order using Virtual Terminal. To do so:
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.
