System updates

We’re experiencing issues that may affect your Square services. We’ll continue to update our status page with more information.

Home>Manage Online Orders

Manage Online Orders with Square

With Square Online, you can accept online orders, integrate with an eCommerce partner, or work with a developer to integrate with our Orders API. When you start accepting online orders, you can track and manage multiple fulfillment types from both the online Square Dashboard and Square POS app.

Review answers to frequently asked questions and learn more about setting up Square Online.

Integrate an eCommerce Partner

In addition to Square Online, you can integrate with integration partners such as Deliverect, Uber Eats, Doshii, and Menulog to organise and manage all your delivery partners from one screen. View all online ordering and delivery platforms.

View Partnership Integrations

You can view Square’s partnership integrations from the App Marketplace online:

  1. Go to Apps in your online Square Dashboard.
  2. Click Visit App Marketplace.

Integrate an eCommerce Partner

  1. Go to your online Square Dashboard > Orders > Order Partners.
  2. Click Get Started for the ordering partners you’d like to integrate with your Square account.
  3. You can also connect to partners through the Square App Marketplace.
  4. To start accepting orders, you’ll need to complete the setup flow for each integrated partnership.

Note: Please check the integration partner’s website for more information on their pricing.

Order Overview

Each online order falls into one of the following fulfillment states:

Status Description
Active All orders that need to be accepted, or orders in progress (i.e. not completed).
New All orders awaiting action. If auto-printing is enabled on your Square POS app, new orders will print as they come in.
In Progress Orders being prepared.
Ready All orders ready for pickup (by customers or couriers).
Completed All completed or cancelled orders.

The status of an order will be in red if the order is 'at risk' of being late. This is determined by looking at the prep time, pickup time, and the time the order was placed. You can set these timelines from the Settings tab in Square Online.

For example, if an order is placed at 10:00am for pickup at 10:30am and there’s a prep time of 35 minutes, the order status will be marked in red as the order is at risk of not making the pickup time. Orders marked in green are not at risk of being late.

Order Types

In addition to the order status, you’ll also see a breakdown of orders by Type. For example, if you have active orders coming in from Square Online you’ll see both online ordering platforms listed.

Each order will fall into one of the following fulfillment types, to help you manage your orders at a glance: Delivery, Shipment, Pickup, Curbside, or Digital.

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 Orders Online

Whether you’re using Square Online or one of our eCommerce ordering partners, you can sell online and manage your customer orders directly from the Orders tab of your online Square Dashboard.

For easy visibility, all new orders will be highlighted green. Once the order is read and order details are viewed, the highlighting will disappear and you can continue to fulfill your incoming orders. You can filter the orders by order status or fulfillment method.

Delivery Orders

If a customer purchases an item from Square Online, they can have it delivered via your courier from a brick and mortar location. To manage delivery orders:

  1. Go to Orders in your online Square Dashboard.
  2. On the overview page, you’ll see a list of your orders. You can use the filters to view Active, Completed or All Orders. For more targeted results, sort by the order or fulfillment date. Once you’re ready, select on an order.
  3. To alert your customer to the order being made, select Mark in Progress. You can then make delivery arrangements with your courier.
  4. When you have finished preparing the order, move it to the Prepared state by selecting Mark as Ready.
  5. When your courier arrives and picks up the order, move the order into the Completed fulfillment state by selecting Mark as Complete. This ends the tracking of the order.
  6. Direct your courier to deliver the customer’s order via the information printed on the order ticket.

Pickup Orders

If a customer purchases an item from Square Online, they can pick it up from a brick and mortar location. To manage pickup orders:

  1. Go to Orders in your online Square Dashboard.
  2. From here, you’ll see a list of your orders. You can search by customer contact information (name, phone number or email address), order ID or use the filters to view Active, Completed or All Orders. For more targeted results, sort by the order or fulfillment date. Once you’re ready, select an order.
  3. If you’re ready for your customer to pick up an order, select Mark as Ready.
  4. Once your customer picks up their item(s), locate the order and select Mark Picked Up.

Curbside Orders

Curbside pickup is a quick and easy way for you to implement convenient and contactless commerce. Customers can place their order in-app (through Square Online or another partner integration) and track the status of their order. Customers can arrive curbside to your business to collect their order. You will know when your customer has arrived via an alert in Order Manager, or your customer may call or text you. To manage curbside orders:

  1. Go to Orders in your online Square Dashboard.
  2. You’ll see a list of your orders. You can use the filters to view Active, Completed or All Orders. For more targeted results, sort by the order or fulfilment date. Once you’re ready, select an order.
  3. Select Mark as in progress to allow for fulfillent in the kitchen/retail store.
  4. When the order is delivered to the customer curbside, mark the order as Completed.

Shipment Orders

If you’re selling physical items in your store, you’ll need to decide shipping locations and how much to charge. To manage shipment orders:

  1. Go to Orders in your online Square Dashboard.
  2. Locate and select the New order to view the order details. You can also search by the customer contact information (name, phone number or email address) or order number.
  3. Select Mark as In Progress.
  4. Once you’ve completed the order, you can update the status by selecting Add Tracking Information.
  5. Add the shipping carrier and include a tracking number. Note: When you add the carrier and tracking number from your Square Dashboard, the information will not appear in your Square Online Overview page. However, if you add the shipping information on your Square Online Overview page and you’re subscribed to paid version of Square Online, the carrier and the tracking number will populate in your Square Dashboard.
  6. Once you’re all set, select Save.

Shipping Orders

About UPS

  • UPS is currently the only carrier option.
  • UPS bills you monthly for any labels you use. There’s no charge to create or print a label, so you’ll only be billed for packages you ship.
  • At this time, you can only create labels for domestic orders with the origin and destination in the U.S.
  • It’s currently not possible to print a packing slip or save custom package dimensions.
  • You’ll need to manually enter package weight when creating a label.

Set up UPS

With Square’s UPS integration, you can purchase and print shipping labels. You can connect an existing UPS account or create a new one, but you’ll need to set up UPS directly from your Square Dashboard before creating labels in the Square POS app. To set up UPS:

  1. Go to the Orders tab of your online Square Dashboard.
  2. Select a new shipment order to view the order details.
  3. Click Actions > Create shipping label.
  4. Follow the prompts to connect an existing UPS account or create a new one.

Create Shipping Labels Online

  1. Go to the Orders tab.
  2. Select the order you want to ship.
  3. Under Actions, select Create shipping label to start the label creation workflow and update the order status to In Progress.

You can print your label immediately after you purchase or print it later from the order detail view. To print a purchased shipping label:

  1. Select the order to open the order details view.
  2. Click Actions and select Print shipping label.

Create Shipping Labels In-App

With UPS connected, you can create labels for shipment orders within the Square POS app.

  1. From the navigation bar at the bottom of your screen, tap Orders.
  2. Tap the order you want to ship.
  3. Tap Create Label to start the label creation workflow and update the order status to In Progress.

Edit Shipping Address

If your customer has selected shipping as their fulfillment method, you can edit their shipping address if the order is in “New” or “In Progress” status. Note: You can only edit the address if the shipment has not been sent or before you’ve created a packing slip. If you have multiple shipments for the one order, you can still edit the shipping address but it will only affect unfulfilled items.

To edit:

  1. Go to Orders on your online Square Dashboard.
  2. Select the order you wish to edit.
  3. Click ••• then click Edit shipping address.
  4. You can also click the address hyperlink directly under “Ship to” on the side panel.

Note: Managing Square Online orders is best done from the Square Online Overview page. You can also learn more about managing orders from several other Square platforms besides Square Online in Square Dashboard and Square POS.

Print Packing Slips

You can print a packing slip for shipping orders with or without creating a shipping label. Packing slips automatically include the following information:

  • Your business name, address, website, and phone number.
  • Your logo image.
  • The customer’s name and shipping address.
  • The order number and date.
  • The name and any variations or modifiers for items included in the order.

To print a packing slip:

  1. Go to the Orders tab.
  2. Click on a new shipping order to view the details.
  3. From the Actions menu, choose Print packing slip.
  4. The packing slip opens in a new browser window where you can print or save it as a PDF.

For orders created through Square Online, you can also choose which items to include on the packing slip if you’re only shipping part of the order. Orders created outside of Square Online include all items on the packing slip.

Manage Orders from the POS App

You can also manage online orders and order settings directly from the Square POS app.

Orders

Manage Pickup, Curbside and Delivery Orders

  1. From the navigation bar, tap ≡ More.
  2. Tap Orders to see each order listed, along with the time elapsed since the original order was placed.
  3. Tap an order to bring up the details page and tap Mark as In Progress. The order status will update to In Progress.
  4. When you’re ready for the order to be picked up, tap Mark as Ready.
  5. Once the order leaves your business, tap Mark as Picked Up.

Delay Order Pickup Time

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 pick up 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. To adjust the ready/shipping time for an order:

  1. From the Order Manager on your online Square Dashboard, select an order that you would like to delay.
  2. For orders that can be delayed, you will see a right pointing arrow next to the time. Select Edit.
  3. Select from a pre-selected list of time intervals (by 15 minute increments) or select Other to manually select a time period.
  4. Tap Save and we will send the update to the integration (where your customer ordered) and then integration will let the customer/courier know that the order is delayed.

Please keep in mind that some orders cannot be delayed — check with your integration provider to see if it’s possible.

Manage Shipment Orders

You’ll see each order listed, along with the time elapsed since the original order was placed.

  1. From the navigation bar, tap ≡ More.
  2. Tap Orders to see each order listed, along with the time elapsed since the original order was placed.
  3. Tap an order to bring up the details page and tap Mark as In Progress.
  4. When you’re ready to ship out your customers items, tap Marked as Shipped. Confirm the items included in the order. Enter the package tracking number and select a carrier, or tap Skip Tracking.

You can view historical completed orders in the Completed tab at any time.

Print Packing Slips In-App

From the Orders tab of your Square POS app, you can print a packing slip to include with shipping orders. To print a packing slip:

  1. Tap ≡ More > Orders.
  2. Tap the order you want to ship.
  3. Select More actions > Print packing slips.
  4. Select your printer, then tap Print.

Note: For orders created through Square Online, you can also choose which items to include on the packing slip if you’re only shipping part of the order. Orders created outside of Square Online include all items on the packing slip.

Bulk Actions for Orders

From your Square Dashboard, you can mark multiple orders as complete at once to make sure your orders are accurate and up to date. To do so:

  1. Go to the Orders tab.
  2. Click Edit Orders and select each order that you would like to edit.
  3. Click Mark as complete for orders that have been completed.
  4. For shipments, you’ll be prompted to provide a tracking number and carrier name for each order > press Save. Click Skip if you do not want to provide this information.
  5. Click Done editing once your orders are updated.

Once your orders are updated, you’ll see the Status column update accordingly.

Settings

Square POS Settings

To update your preference for notifications and ticket printing from the app, tap ≡ More > Settings, and scroll down to Orders. You can update:

  • Order Creation: Create orders for in-store or curbside pickup. All Dining Options must be turned off in Square Dashboard.
  • Alerts: You can allow notifications when an order is received or when your customer has arrived for curbside pickup.

Create a Printer Station for Orders

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 iOS and Android devices:

  1. From the navigation bar at the bottom of your screen, tap ≡ More.
  2. Select Settings > Hardware > Printers.
  3. Create a new printer station or update the settings on an existing printer station.
  4. Tap Printer and select your printer. To test your connection, tap Test Print.
  5. Under Use this printer for, navigate to Online Order Tickets.
  6. Toggle on Use this printer for online order tickets and select categories you want to print. You can also toggle on Automatically Print New Orders so you don’t miss a new order.

Keep in mind: New order notifications will not push if you have the POS app minimised.

Manage Orders on Square Terminal

Through Square Terminal you are able to manage your orders directly from your hand-held device. You can view and filter your orders by status or type, update order progress, and have your orders printed from the Square Terminal’s built-in printer.

Learn more about managing orders on Square Terminal.

Manage Orders on Square for Retail

Once you set up Square Online for your Square for Retail Free or Square for Retail Plus account, you’ll be able to sell online and manage your customer orders directly from your Square for Retail app. Learn how to accept and manage orders directly from the Square for Retail app.

Order Reporting

If you use multiple ordering channels, you can filter your sales reports and transaction details from your online Square Dashboard by Source — gain insights into your most popular ordering platforms and keep your reporting organized with just a couple of clicks.

To view reporting information by source:

  1. Go to Reports in your online Square Dashboard.

  2. In the Display By and Filter By section of your reports, you’ll see the option to Display by Source.

  3. Select the ordering channels you’d like to review.

To view order source from your transactions:

  1. Go to Transactions in your online Square Dashboard.

  2. You’ll see the source filter at the top of the page. Click to select specific sources.

Once you apply the Source filter, you can combine other filters, like Locations, Team Member, or timeframe to drill down and customize your reporting view.

Learn more about reporting with Square.

Can't find what you need?