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Orders in Square POS Setup Guide

The new Order Manager is available in the Square POS app on iPad, Android tablet/phone as well as Square Register. This guide will walk you through setup.

Note: Square’s Terms and Privacy Policy applicable to your existing Square account also apply to your use of the beta. By downloading the beta app or enabling beta features within your settings, you agree to keep all information confidential until it is released to the public. Review Square’s nondisclosure agreement (NDA).

Setup

Download the latest version of the Square POS app. If you are using Square Register, please make sure your Square Register is up to date. Order Manager is available POS 5.17 or greater in the App Store and Google Play.
Open the Square POS app. Open the Orders tab, and you should see the new interface, which looks like this. If you either do not see the Orders tab, or do not see the new interface, please contact betafeedback@squareup.com.
Go to your POS Settings. Scroll to the Orders section (on iPad it is labeled Remote Orders). Enable the Printing and Notifications settings you prefer. More information on Orders settings below. Note: if you do not see “Notifications” in Settings, please force close your app and re-open.

Order Manager on iOS

Notifications

In-app notifications for new orders can be toggled on or off. There are options for how often you want to see new order notifications.

OrderNotifcationSettings

You can view new orders immediately, or choose “View Later” to dismiss the notification.

OrderNotificationPopop

Note: notifications will not appear when Order Manager is open. And notifications appear only in the Square POS app - they will not appear with system notifications today.

Printing

Printer Station setup

Be sure to enable the “Order Tickets” toggle for the printer station(s) you want to print order tickets. Go to Settings > Hardware > Printers. Create a new printer station or update the settings on an existing printer station.

Auto-printing

You can toggle on the automatic order ticket printing functionality. With this setting on, all new orders will automatically print when they come in. There is also a ‘Print’ button on the Order Detail page.

Note: if you have the Square POS app minimized or the device locked, auto-printing will not work. The Square POS app needs to be open on the screen for auto-printing to work.

Autoprinting

Master View

Orders has a new and improved layout with filtering by order status, fulfillment type and order source. Each order has relevant fulfillment details in the Active order view, including recipient name, fulfillment type, placed at date, order number (if provided), and fulfillment status (New, In Progress, Ready, Completed).

Masterview

Order Detail Page

The Order Detail pages display details relevant to the fulfillment including pickup date and time, recipient information, line item details, and order payment info.

iOSOrderDetail

Completed Orders

Use the Completed filter to view completed orders. Completed orders have a link to the corresponding Transaction detail for issuing refunds and sending receipts.

iOSCompltedOrders

Order Manager on Register

RegisterOrderstab

Notifications

In-app notifications for new orders can be toggled on or off. There are options for how often you want to see new order notifications.

RegisterOrderNotificaitons

You can view new orders immediately, or choose “View Later” to dismiss the notification.

Note: notifications will not appear when Order Manager is open. And notifications appear only in the Square POS app - they will not appear with system notifications today.

Printing

Printer Station setup

Be sure to enable the “Order Tickets” toggle for the printer station(s) you want to print order tickets. Go to Settings > Hardware > Printers. Create a new printer station or update the settings on an existing printer station.

Auto-printing

You can toggle on the automatic order ticket printing functionality. With this setting on, all new orders will automatically print when they come in. There is also a ‘Print’ button on the Order Detail page.

Note: if you have the Square POS app minimized or the device locked, auto-printing will not work. The Square POS app needs to be open on the screen for auto-printing to work.

RegisterOrderPrinting

Master View

Orders has a new and improved layout with filtering by order status, fulfillment type and order source. Each order has relevant fulfillment details in the Active order view, including recipient name, fulfillment type, placed at date, order number (if provided), and fulfillment status (New, In Progress, Ready, Completed).

RegisterMasterView

Order Detail Page

The Order Detail pages display details relevant to the fulfillment including pickup date and time, recipient information, line item details, and order payment info.

RegisterOrderDetail

Completed Orders

Use the Completed filter to view completed orders. Completed orders have a link to the corresponding Transaction detail for issuing refunds and sending receipts.

RegisterCompletedOrdersl

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