Manage orders with Square for Retail
About managing orders
You can accept, fulfill and manage orders on your Square Dashboard or in-app, directly from Square for Retail on iOS, Square Register, and Square Terminal.
Before you begin
Make sure your fulfillment methods are already set up on your Square Dashboard. If you haven’t yet selected your fulfillment types, visit the Support Center article Set up fulfillment types with Square for Retail.
As you get ready to take orders in-app, be sure to update to the latest version of the Square POS app and software on your device(s).
To view Order Manager, tap ≡ More > Orders.
To add Order Manager in the bottom navigation panel, tap ≡ More > Customize and tap + next to Orders.
Note: Order search, filter, and sort features are available even if your device loses internet connectivity and goes offline.
Manage your orders
You can sell online and manage your customers’ orders directly from the Orders tab of your Square Dashboard. You can also manage your orders from your Square Online Overview page.
On the Square Retail POS app, you can search for orders by:
Order types: All orders, In store/Dine-In, Self-serve, Pickup, Delivery, Shipment, and Other
Order status: Active, Scheduled, Open, Paid, To do, and Completed
Review the dropdowns below to manage orders from your Square Dashboard and/or your Square Retail POS app.
To manage orders from your online Square Dashboard:
- Go to Items & orders > Orders.
- From here, you’ll see a list of your orders. You can use the drop-down menus near the top of the screen to filter by:
- Order Status: Active, Completed, Upcoming, or All Orders.
- Fulfillment type: Curbside, Delivery, Digital, Managed Delivery, Pickup, or Shipment.
- Locations: Choose an individual location or select All Locations.
- Once you’re ready, click on an order to take action.
- From the Order Detail screen, click Mark In Progress. The order status will update to In Progress.
- Once you’ve completed the order, click Mark Ready. From here, instructions will vary depending on the order fulfillment type.
- For pickup orders that have completed, tap Mark Picked Up.
- For delivery orders that have completed, tap Mark Delivered.
- For shipping orders that have completed, tap Mark Shipped.
- If you’re shipping the order, make sure to add the shipping carrier and include a tracking number or click Skip Tracking > Save.
- Once the order(s) have been fulfilled, click View on Square Online to view the order details from your Square Online Overview page.
Note: To cancel an order, go to the Square Online Overview page or the Square Retail POS app.
To learn how to view your shipment page, update fulfillment information, track a shipment, and split a shipment, check out the Support Center article Manage shipments in Square Dashboard.
To manage orders on your POS:
- Tap ≡ More > Orders. From here you’ll see a list of your orders, along with the time elapsed since the orders were placed.
- Tap an order to bring up the Order Detail screen, and then tap Mark In Progress. The order status will update to In Progress.
- Once you’ve completed the order, tap Mark Ready. From here, instructions will vary depending on the order fulfillment type.
- For pickup orders that have completed, tap Mark Picked Up.
- For delivery orders that have completed, tap Mark Delivered.
- For shipping orders that have completed, tap Mark Shipped.
- If you’re shipping the order, make sure to add the shipping carrier and include a tracking number or tap Skip Tracking > Save.
- Once the order(s) have been fulfilled, tap the arrow icon at the bottom of your screen to view the transaction details. Since customers will be charged as soon as they complete the checkout flow in Square Online, your transaction details will reflect the time your customer placed the original order.
Related articles
Review the following Support Center articles to optimize your fulfillment methods with Square for Retail: