Get Started with Orders in Square POS
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 Orders interface, which looks like this.
- Go to your POS Settings > scroll to Orders.
- Enable Order settings you prefer. More information on Orders settings below. Note: if you do not see Alerts in Settings, please force-close your app and re-open.
Order Manager on iOS
Alerts
In-app alerts for new orders can be toggled on or off. There are options for how often you want to see new order alerts.
You can view new orders immediately, or choose “View Later” to dismiss the notification.
Note: Alerts will not appear when you are viewing Order Manager or when you are checking out a customer. Ensure that the device does not sleep to get order alerts. Finally, the device setting Background App Refresh needs to be turned on in order for in-app alerts to appear.
Printing
Printer Station setup
Setting up a printer station will have slightly different directions for Android and iOS. Please review the directions for your device below.
To set up a printer station on Android devices:
- Navigate to Settings > Hardware > Printers.
- Create a new printer station or update the settings on an existing printer station.
- Tap Printer and select your printer.
- Make sure the receipt printer and your device are connected to the same Wi-Fi network. To test your connection, tap Test Print.
- Be sure to enable the Order Tickets toggle option for the printer station(s) you want to print Order Manager order tickets.
- Tap** Save**.
To set up a printer station on iOS devices:
- Go to Settings > Printers > then select the printer you want to print orders to.
- Under Use this printer for, navigate to Online Order Tickets.
- Toggle on Use this printer for online order tickets and select categories you want to print.
- Optional: Toggle on Single item per Ticket if you want to print a single item per ticket. This is useful if you need to send specific items to different prep stations or service counters to fulfill orders.
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.
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).
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.
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.
Order Manager on Register
Alerts
In-app alerts for new orders can be toggled on or off. There are options for how often you want to see new order alerts.
You can view new orders immediately, or choose View Later to dismiss the alert.
Note: notifications will not appear when Order Manager is open or when you’re in the Checkout screen accepting a transaction. 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 option 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.
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).
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.
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.
