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Manage Orders on Square Terminal

With the mobile Square Terminal you are able to receive, view, and print your online orders from your hand-held device. Whether your orders are coming in from your Square Online, Square for Restaurants, Square POS app or a third-party delivery or ordering integration, you can easily manage your orders, check the status of your orders, and configure your order settings directly from Square Terminal’s Order Manager.

Learn more about managing online orders with Square.

View Order Status

To view the status of your orders from your Square Terminal:

1. Tap then tap Orders.
2. At the top of the screen, tap the filter menu to view Active, Upcoming, or Completed.

By default, your active orders will be displayed on your Orders homepage. Any new orders will be highlighted green for easy visibility. Once an order is opened and the order details are viewed, the highlight will disappear and you can continue to fulfill your orders as usual.

Order Fulfillment and Payment Status

Each order type can be updated to the following statuses:

Order Type Status
Delivery Mark as in progress, Mark as ready, and Mark as complete.
Pickup Mark as in progress, Mark as ready, and Mark as picked up.
Shipment Mark as in progress and Mark as shipped.
Upcoming Move to active.

To update the status of your orders based on the order type from your Square Terminal:

1. Tap then tap Orders.
2. Tap the filter option at the top of the screen and select which orders to view, either by Status or Type.
3. Select the order whose status you wish to update.

Once you select the order type, you can select an individual order to view the order detail information which includes:

  • Customer contact details

  • Item(s)

  • Payment information

You can select Transaction detail to view additional transaction information.

View Order Type

You can view the different order categories from the Order Manager in your Square Terminal. To do so:

1. Tap then tap Orders.
2. At the top of the screen, tap the filter menu.
3. Once you are viewing the filter menu, you can view orders by type.

The following order types are visible from your Square Terminal:

  • Curbside: 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.

  • Delivery: 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.

  • Pickup: If a customer purchases an item from you with Square Online, they can pick it up from a brick and mortar location.

  • Shipment: Customers place online orders with your business, and you can ship orders to their delivery address.

Read more about managing online orders with Square.

Add Tracking Information to an Order

To add a tracking number and carrier information to shipment orders:

1. Tap then Orders.
2. Press the filter option at the top of the screen and filter by Shipment.
3. Select the order you wish to add tracking information to.
4. On the order detail page, select Add tracking information.
5. Provide the tracking number and the carrier > press Done.

Once tracking information is added, you can update the order by selecting Mark as shipped.

Message Customer about their Order

You can reach out to a customer regarding their order from your Order Manager page on either your Square Dashboard or Square Point of Sale app. This feature is ideal for gaining clarification on your customer’s order as well as any last minute changes, such as out of stock items or substitutions. Square Messages supports both text and email communication, as well as photo support. 

To send a message to your customer:

  1. Navigate to Orders

  2. Select an order and open the action menu ( . . . )

  3. Select Message Buyer

  4. Confirm that you have consent from your buyer to contact them.

  5. Type your message and hit Send.

You will receive an email notification when your customer responds. You can also enable push notifications by going to Messages > Settings icon on Dashboard. Learn more about Square Messages.


Note: Square Messages will only be accessible to your employees with the following permission enabled: Grant access to view and send messages to customers. This includes access to items and customer data for sending messages. Learn more about managing your employees’ custom permission sets.

Cancel an Order

To cancel an order from your Square Terminal:

1. Tap then tap Orders.
2. Press the filter option at the top of the screen and select orders to view, either by Status or Type.
3. Select the order you wish to cancel.
4. Scroll to the bottom of the order detail page and select Cancel items.
5. Indicate a reason and opt to adjust your stock, if applicable. If adjusting your stock, select a reason.

Once the order is canceled it will no longer appear in the Orders section of your Square Terminal.

Printer Settings

When you receive online orders, you can have your order tickets printed from your Square Terminal device. To configure your printer settings:

  1. Tap ≡ then tap Settings.

  2. Tap Hardware > Printer.

  3. Toggle ON Online order tickets.

  4. To set up automatic printing (a ticket will print when there is a new order), toggle ON Automatically print new orders.

To test your printer connection, tap Test Print. You’ll only be able to enable Order Tickets from your Square Terminal; all other receipt types will print directly from your terminal’s built-in printer.

Read more about connecting a printer to your Square Terminal.

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