Manage Deliveries in Square Dashboard
Save time with the Deliveries page in Square Dashboard, which helps you manage delivery for orders placed with Square Invoices, Square Online, Square Point of Sale and Square for Retail.
View Your Deliveries Page
Log in to your Square Dashboard and click Orders > Shipments.
Click the To do tab to view all shipment orders that require action by you and have a New or In progress status.
Click the Dispatched tab to view all shipment orders that are marked as Dispatched.
View delivery details
Select an individual delivery order to view additional information, such as order info, delivery details and fulfilled items, based on where the customer created the delivery order.
Search and filter deliveries
Sort and filter delivery orders based on the shipment status and fulfilment location.
Log in to your Square Dashboard and click Orders > Shipments.
Click the To do or Dispatched tab.
Enter the order details in the Search box to locate a specific order.
Click Fulfilment location to view your locations and tick the box next to the location you’d like to view.
To update the fulfilment status for an entire shipment order:
- Log in to your Square Dashboard and click Orders > Shipments.
- Select the To do tab. Note: Fulfilment statuses cannot be updated on Dispatched orders.
- Select an individual shipment order.
- Select Mark as.. and choose In progress or Dispatched.
- Add any additional information to update the status.
- Select Mark as in progress or Mark as dispatched to save the status update.
Shipment orders updated to Dispatched 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, delivery address or dispatch date once a shipment order updates to Dispatched.
- Log in to your Square Dashboard and click Orders > Shipments.
- Click the To do tab.
- Click an individual delivery order to view more details.
- Click Add next to Carrier or click the existing carrier to update.
- Select a carrier.
- Click Done.
To include the date, the shipment order needs to be sent by the business to the customer:
- Log in to your Square Dashboard and click Orders > Shipments.
- Click the To do tab.
- Click an individual delivery order to view more details.
- Click Set a date.
- Click Done.
Note: Dispatch date will automatically show when you change the shipment order to Marked as dispatch.
- Log in to your Square Dashboard and click Orders > Shipments.
- Click the To do tab.
- Click an individual delivery order to view more details.
- Click the address next to Deliver to.
- Enter the new delivery address
- 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
You can view a list of your shipment orders with their tracking statuses and estimated delivery date. To view shipment orders tracking information:
- Log in to your Square Dashboard and click Orders > Shipments.
- Click To do to view New and In progress orders.
- Click a shipment order to update the shipment status, add the tracking information and mark as dispatched.
- Click Dispatched to view dispatched orders.
- Filter orders from multiple locations by selecting the Fulfilment location drop-down and choosing all that apply.
- Click the Delivery status drop-down to filter by delivery status.
- Select a shipment order to view the shipment status, order info, shipment details and fulfilled items.
- Log in to your Square Dashboard and click Orders > Shipments.
- Click the To do tab.
- Click an individual delivery order to view more details.
- Click Add next to Tracking to manually enter the tracking number.
- Click the existing tracking number to update it. You’ll see an error message if the tracking number doesn’t match the carrier.
- Click Done.
Note: You cannot add or update tracking information if the shipment order is updated to Dispatched.
- Log in to your Square Dashboard and click Orders > Shipments.
- Click the To do or Dispatched tab.
- Locate the Tracking column.
- 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
Log in to your Square Dashboard and click Orders > Shipments.
Click the To do or Dispatched tab.
Click an individual delivery order to view more details.
Click Print packing slip to generate an 8.5” x 11” packing slip to include with a delivery.
Click the print icon to print the packing slip.
The packing slip will show the recipient, carrier, service, item name/quantity, company name and address and logo.
Split a Delivery
To separate a single delivery order into multiple shipments:
Log in to your Square Dashboard and click Orders > Shipments.
Click the To do tab.
Click an individual delivery order to view more details.
Click Split delivery.
Tick the box next to the items you want to deliver together.
Click Next > Create new deliveries. Note: This action will split the delivery order into two new shipments and cannot be reversed.
The shipment status for split deliveries will display as Split.
Note: You will not be able to use Split delivery on the Shipments page if the order is from a partial delivery.
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:
Log in to your Square Dashboard and click Orders > Shipments.
Click the To do or Dispatched tab.
Click an individual shipment order.
Scroll down to view the events in your activity log.