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Manage Online Orders with Square

You can accept online orders through Square Online, integrate with an eCommerce partner, or by creating an API for your website. When you start accepting orders, you can track and manage multiple fulfillment types from both the Square Dashboard and Square app.

Get Started

Learn how to set up and get started managing orders.

Set Up Square Online

  1. From your Square Dashboard > Online.

  2. Click Get Started for free.

  3. You can choose to either set up a single ordering page, or a multi-page full eCommerce website. Once you make your selection, click Next.

  4. Lastly, choose your business and fulfillment type.

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

Integrate an eCommerce Partner

  1. Head to your Square Online Overview page > Orders > Order Partners.

  2. Click Get Started for the ordering partners you’d like to integrate with your Square account.

You can also connect to partners through the Square App Marketplace.

To start accepting orders, you’ll need to complete the setup flow for each integrated partnership.

View Partnership Integrations

You can also view your active partnership integrations from the App Marketplace online by heading to your Square Dashboard > Apps.

Use Square’s API

Square’s API allows you to build a payment platform from the ground up while using Square to securely process your online payments — as such, you may need to hire a developer since technical knowledge is required. Learn more about setting up and using Square’s API.

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 Square Dashboard.

Delivery Orders

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

  1. Head to the Orders tab of your Square Online Overview page.

  2. From here, you’ll see a list of your orders. You can use the filters to view Active, Completed, or All Orders. Once you’re ready, click on an order to take action.

  3. To alert your customer to the order being made, click Mark in Progress. You can make arrangements with your established courier outside of Square.

  4. When you have finished preparing the order, move it to the Prepared state by clicking Mark as Ready. This tells your courier that the order is prepared and ready for pickup.

  5. When your courier arrives and picks up the order, move the order into the Completed fulfillment state by tapping 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 you with Square Online, they can pick it up from a brick and mortar location. To manage pickup orders from your Square Online Overview page:

  1. Head to the Orders tab of your Square Online Overview page.

  2. From here, you’ll see a list of your orders. You can use the filters to view Active, Completed, or All Orders. Once you’re ready, click on an order to take action.

  3. If you’re ready for your customer to pick up an order, click 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 customers to collect their order and have it delivered in their vehicle while they are parked at your business. Customers can place their order in-app (through Square Online or another partner integration) and track the status of their order. The seller will be notified once the customer has arrived so the order can be completed. To manage curbside orders from your Square Online Overview page:

  1. Head to the Orders tab of your Square Online Overview page.

  2. You’ll see a list of your orders. You can use the filters to view Active, Completed, or All Orders. Once you’re ready, click on an order to take action. Curbside will be listed as a fulfillment type, along with customer information, items, and order details.

  3. Select Mark as in progress to allow for fulfillment in the kitchen/retail store.

  4. When the order is delivered to the customer curbside, mark the order as Completed.

You can also navigate to the Curbside tab within the Orders section of your dashboard to see all curbside orders that have been placed with your business. Orders appear in your Orders tab as soon as a customer has completed payment.

Shipment Orders

To manage shipment orders from your Square Online Overview page:

  1. Head to the Orders tab of your Square Online Overview page.

  2. Locate and select the New order to view the order details.

  3. Click Mark as In Progress. The order status will update to In Progress.

  4. Once you’ve completed the order, you can update the status by selecting Mark Shipped.

  5. Next, add the shipping carrier and include a tracking number or click Skip Tracking. Note: When you add the carrier and tracking number from your Square Dashboard, the information will not appear in your Weebly dashboard. However, if you add the shipping information on your Weebly dashboard and you’re subscribed to one of the premium Weebly plans, the carrier and the tracking number will populate in your Square Dashboard.

  6. Once you’re all set, click Save.

Once you complete an order, you can View Transaction Details. If you select View on Weebly, you’ll also see the option to print shipping labels. Since customers will be charged as soon as they complete the checkout flow in you with Square Online, your transaction details will reflect the time your customer placed the original order.

Bulk Actions for Orders

In 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. Head to the Orders tab of your Square Online Overview page.

  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.

Manage Orders from the App

You can also manage online orders directly from the Square app. Each order will fall into one of the following fulfillment types, to help you manage your orders at a glance:

  • Delivery

  • Shipment

  • Pickup

  • Curbside

  • Digital

Keep in mind: At this time, only orders placed with Caviar integrate with delivery. If you connect delivery partners such as Postmates and DoorDash, as new orders come in they’ll be listed in Pickup.

Settings

To update your preference for notifications and ticket printing from the app, open the navigation menu > Settings, and scroll down to Orders.

  • Notification Settings: By default, notifications will be enabled — you can disable or adjust how often you’re notified of new orders. Choose to be notified every 5, 15, or 30 minutes.

  • Printer Settings: Choose to either manually print tickets for new orders or automatically print new orders when they come in.

  • Quick Actions: When you open the Order tab, you’ll see the master view of all orders. Quick Actions allow you to update the status of an order without opening the order details page.

Create a Printer Station for Orders

To get started:

  1. Tap the three horizontal lines to bring up the app Main Menu.

  2. Select Settings > Printers.

  3. Tap Create Printer Station.

  4. Name your printer (for example, “Online Orders”). toggle on Order Tickets.

  5. Tap Save.

Order Status

Each order falls into one of the following fulfillment states:

  • 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, new orders will print as they come in. *In Progress: Orders being prepared.

  • Ready: All orders ready for pickup (by diners or couriers).

  • Completed: All completed or canceled orders.

Order Source

In addition to the order status, you’ll also see a breakdown of orders by Source. For example, if you have active orders coming in from your Square Online, powered by Weebly, and Caviar, you’ll see both online ordering platforms listed. 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 Pickup, Curbside, and Delivery Orders

  1. Tap the three horizontal lines to bring up the Main Menu > Orders > Pickup, ** Delivery**, or **Curbside. You’ll see each order listed, along with the time elapsed since the original order was placed.

  2. Tap an order to bring up the details page and click Mark as In Progress. The order status will update to In Progress.

  3. When you’re ready for the order to be picked up, tap Mark as Ready.

  4. Once the order leaves your business, tap Mark as Picked Up.

Manage Shipment Orders

  1. Tap the three horizontal lines to bring up the Main Menu > Orders > Shipment.

  2. Tap an order to bring up the details page and click Mark as In Progress. The order status will update to In Progress.

  3. 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.

Learn more about the Weebly powered Square Online.

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

Order Reporting

If you use multiple ordering channels, you can filter your sales reports and transaction details from your Square Online Overview page 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. Head to Reports in your Square Online Overview page.

  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. Head to Transactions in your Square Online Overview page.

  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, Employees, or timeframe to drill down and customize your reporting view.

Learn more about reporting with Square.

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