Collection Orders on Square Point of Sale
With order creation in Square Point of Sale, you will be able to manually create orders in the app and manage them in your Order Manager, along with incoming orders from Square Online and/or your delivery partners. This means you can take orders over the phone or in any other way you communicate with your customers, schedule them for later click and collect or in-store collection, and conveniently manage them inside the Orders menu on Square Point of Sale. Note that you must turn off Dining Options to use this feature.
Note: iOS mobile phones must be on the newest Point of Sale design to create orders in Checkout. You can opt in to the new design by performing the following:
Open your Square Point of Sale app
Tap on Checkout
Tap Upgrade to the new Square Point of Sale
Creating a Collection Order On Square Point of Sale
In order to start accepting collection orders, you’ll need to turn on the Create orders in checkout setting on Square Point of Sale. To do so, follow the steps:
Tap the three horizontal lines to bring up the app Main Menu.
Tap Settings and scroll down to Orders > Order Creation.
Toggle on the Create orders in checkout button.
Processing a collection order
After you have opened the Square Point of Sale app and added items to the current sale:
Tap Schedule for collection.
Add the customer to the sale.
Select an order type (In-store or Click and collect).
Tap Next and select a Collection time.
Tap Done, then continue the checkout flow.
Manage Collection Orders from the App
You can also manage collection orders directly from the Square Point of Sale app. Each collection order will fall into one of the following fulfilment types to help you manage your orders at a glance:
Click and Collect
Alerts & Printer Settings
To update your preference for notifications and ticket printing from the app, open the navigation menu > and from Settings, scroll down to Orders.
Alerts: To get a push notification on your mobile device when you receive a new order, toggle on Allow Notifications. You need to allow notifications for the Square POS app within the Settings section of your iOS or Android device to receive these alerts. You can also toggle on Allow click and collect alerts to receive an alert when your customer arrives. Square Terminal will display an in-app push message, rather than an operating system-level push). By default, notifications will be turned on – you can turn them off or adjust how often you receive them, though.
Printer Settings: Choose to either manually print tickets for new orders or automatically print new orders when they come in.
Create a Printer Station for Orders
To get started:
Tap More to bring up the app menu.
Select Settings > Hardware > Printers.
Tap Create Printer Station.
Name your printer (for example, ‘Online Orders’).
Go to the Orders section, and toggle onuse this printer for in-person order tickets. The in-person orders section applies to printing orders placed both remotely and at your location. The Printer settings you toggle on here will also apply to Order Manager orders.
Each order falls into one of the following fulfilment states:
Active: All orders that need to be actioned.
New: All orders awaiting action. If auto-printing is enabled, new orders will print as they come in. Your newest orders will be highlighted green for easy visibility. New orders will remain highlighted until the order’s details are viewed, then the highlight will disappear.
In Progress: Orders being prepared.
Completed: Orders that have been fulfilled.
Upcoming: Orders that will need action later.
Completed: All completed or cancelled orders.
In addition to the order status, you’ll also see a breakdown of orders by Source. For example, if you have active orders coming in from your Square Online Store, powered by Weebly, and delivery partner, you’ll see both online ordering platforms listed.
Note: If you do not have active orders for a particular platform, you will not see it listed.
Orders will appear top-down, newest to oldest.
Manage In-store Collection & Click and Collect Orders In-App
To get started:
Tap More to bring up the Main Menu and tap > Orders > Collection or Click and Collect. You’ll see each order listed, along with the time elapsed since the original order was placed.
Tap an order to bring up the details page and click Mark as In Progress. The order status will update to In Progress.
When you’re ready for the order to be picked up, tap Mark as Ready.
Once the order leaves your business, tap Mark as Collected.You can view historical completed orders in the Completed tab at any time.
You can also toggle on Allow click and collect alerts to receive a notification when your customer arrives.
Delay Collection Time of an Order
During busy shifts with more orders coming in than expected, you may want to delay the pickup time so that the delivery person or customer knows they can collect their order at a later time. Delay orders as soon as you know you can’t make the expected time to avoid waiting customers or couriers. Order delays are accepted per service and integration type, so check with your integration that you can delay your orders if needed. These edits can be made on your online Square Dashboard.
To adjust the ready/dispatch time for an order:
From the Order Manager on your online online Square Dashboard, select an order that you would like to delay and open it.
For orders that can be delayed, you will see a right-pointing arrow next to the time. Select ‘Edit’.
Select from a pre-selected list of time intervals (by 15 minute increments) or select Other to manually select a time period.
Tap save and we will send the update to the integration (where your buyer order) and then integration will let the buyer/courier know that the order is delayed.
Please keep in mind that some orders cannot be delayed. Please check with your integration provider to see if it’s possible.