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Set up fulfilment types with Square for Retail

Who’s this article for?
This article is for retail owners and staff with a Square for Retail Free, Plus or Premium subscription. If your staff need to set up or edit fulfilment methods, make sure the Full Square Online Access permission is enabled for their role. Learn more about custom permissions with Square.

Choose your fulfilment types

You can choose from multiple fulfilment types depending on your business needs: 

  • In store 

  • Shipping

  • Pickup

  • Delivery

  • Self-serve

Before you begin

Deciding how to fulfil your customer’s orders will depend on the products your business sells and the expectations of your customers.

Set up fulfilment

To get started, expand the Fulfilment tab from your Square Online overview page. From here you can select the options that work best for your business. 

Click through the fulfilment types below to decide which is a good fit for your business. The linked Support Centre articles include detailed instructions for setting up each fulfilment type.

In-store

When adding an item to the basket, select ‘In-Store’, ‘Delivery’ or ‘Collection’ as the fulfilment method. All items are defaulted to fulfil in store, but you can easily create an order by setting it up for delivery or collection.

All items in the basket must follow the same fulfilment method. Your customers can’t check out when the items in their basket have different fulfilment methods.

Delivery

With Square for Retail, you can create orders with delivery fulfilment and utilise delivery rate profiles to automatically calculate delivery fees. You can set up and manage these profiles in your Square Dashboard and they’ll automatically be applied to future orders to save you time manually calculating fees for each order.

Note: to use delivery rate profiles, your Square Retail POS app must be updated to the most recent app version.

To apply a delivery rate profile with Square Retail POS, you must set up the order manager in your app settings.

  1. Open the Square POS app, then tap ≡ More > Settings.
  2. Tap Orders > Order creation.
  3. Toggle on Enable order creation in checkout.

Learn how to Fulfil and complete orders with Square for Retail. Review Set up delivery areas and rates with Square Online to create delivery profile(s) and define your delivery options.

Collection

If a customer purchases an item from Square Online, they can collect it from your brick-and-mortar location either in-store or click and collect. They can also have it delivered to them if the order is for local delivery or sent to their table for self-serve ordering.

Review detailed setup instructions for
In-Store and Click and Collect with Square Online.

In-house delivery

You can offer nearby customers a way to have their orders delivered by your own couriers or delivery staff.

Review detailed setup instructions for In-House Delivery with Square Online.

On-demand delivery

Offer nearby customers a way to have their orders delivered by a courier from a reliable local delivery service provider. Review detailed setup instructions for On-Demand Delivery with Square Online.

Self-Serve (QR Code ordering)

Allow your in-person customers to self-serve with a contactless ordering experience using your custom QR codes.
Review detailed setup instructions for QR code ordering with Square Online.

Related articles

Learn how to optimise your fulfilment methods with Square for Retail:

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