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Meet the Order Manager product team: Which workflows are most critical to managing orders? ๐Ÿ“จ๐Ÿงพ

Hi Seller Community,

 

Have questions about the Orders section on your Point of Sale or online Square Dashboard? Our product team wants to hear from you!

 

I'm thrilled to introduce you to @chada and @Aaron_Product, whose teams focus on order management. Whether you're set up with Square Point of Sale, Square for Retail, Square for Restaurants, or Square Online, this is an opportunity for you to ask questions and share feedback on the order managerโ€™s role in managing your business, notifying you of new or updated orders, printing order tickets, or providing settings for configuring your order-specific workflows. 

 

Post your questions to this thread ahead of time and check back with us on Wednesday, June 29, at 11 a.m. PDT/2 p.m. EDT when their team responds. 

 

A few example questions:

  • What are the latest feature improvements that will help me better manage orders with Square Online?
  • If Square Order Manager could support "_______," the day-to-day operations at my restaurant would run so much smoother.
  • I keep running into "_______" every time an order comes through at my retail store. What's the best practice for addressing this?
  • What plans do you have for allowing me to configure Order Manager to suit the specific workflows of my business?
  • Do you have any plans to improve the onboarding experience to Order Manager for new sellers or employees?

ph210202A_GerardsDeli_02112_02_DM_IE_SIMP.jpg

 

Note: We are not able to share specific details on our product roadmaps, though this information will be helpful as we continue to make improvements.

 

Click Reply below to post a question ahead of time, and weโ€™ll address as many posts as we can on Wednesday, June 29.๐Ÿ‘‡

 

๏œ๏ธ Tom | he/him
Seller Community Manager | Square, Inc.
Find step-by-step help in our Support Center
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Tom
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Re: Meet the Order Manager product team: Which workflows are most critical to managing orders? ๐Ÿ“จ๐Ÿงพ

Hello everyone!

 

The time for receiving new questions has closed for this event. Thank you to everyone who asked questions and shared their experiences โ€” we received a lot of helpful feedback!

 

The Order Manager team will continue to address your posts as they are able. Due to the high volume of interest across all of our forums, it may take a few days to follow up on remaining inquires. We appreciate your patience and please keep watch for updates throughout the end of the week and early next week. ๐Ÿ™๐Ÿป

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Square

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Hello Everyone,

 

Thanks so much to all of you who took the time to share your questions and feedback with us! We were impressed with the level of engagement we received and were excited to see so much interest in this topic. 

 

We hope your questions were answeredโ€”the experiences you've shared will help us as we continue to enhance Squareโ€™s Order Manager based on your feedback.

 

As we wrap up this event, we wanted to recap the main themes that we observed across all the feedback:

 

More personalization options for order management workflows and printing

Some sellers operate off of only printed tickets, while others want to be able to complete an order after it arrives with a single button press. Some sellers want to complete bulk actions with minimal screen interactions. We are kicking off new discovery next month around the most common ways sellers want to personalize their workflows so we can meet you where your business is to enable Order Manager to become a lever in your business growth plan. We will be reaching out to all sellers who raised this topic to better understand the most important ways you want to personalize your order management experience to optimize your workflows in a way that suits your specific business needs. 

 

Editing orders after they have been paid and received

We understand that you have the ability to change the order after it appears in POS. In-store situations demand a change in the orderโ€”Situations such as selling out an item or having a customer call and request a change. We are working on enabling this capability for our order partners (including Square Online), such that the buyer is also made aware of the change. Please keep in mind that adoption will be dependent on the order partner (i.e. Doordash will have to enable this ability as well). We hope to have that out to you in the near future.

 

Customizing order and fulfillment settings on your Square Online site

We are working to centralize the fulfillment settings that apply to both your Square Online orders as well as any orders that are created through 3rd party apps and to expose those settings to developers via a public API so all orders are set with the correct fulfillment details. This will ensure that the same settings are adhered to no matter which channel your orders are placed so you can standardize your operations and deliver consistent service to all your customers. 

 

Creating orders with fulfillments at POS

Sellers want to create orders with fulfillments like Delivery or Pickup at the POS. We heard you loud and clear that this is a gap you want filled and we are exploring ways to support this capability in the future so you can offer the same great service to your customers, no matter how they order from you.

 

Again, thanks for your participation. For the latest updates, keep watch for announcements of new features in Product Updates.

 

Thanks,

Aaron, Chada and Christian

PXL_20220629_192321201.jpg

 

Aaron
Product Manager, Orders
Schedule time to talk!

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Square

Best Answer

Hello Everyone,

 

Thanks so much to all of you who took the time to share your questions and feedback with us! We were impressed with the level of engagement we received and were excited to see so much interest in this topic. 

 

We hope your questions were answeredโ€”the experiences you've shared will help us as we continue to enhance Squareโ€™s Order Manager based on your feedback.

 

As we wrap up this event, we wanted to recap the main themes that we observed across all the feedback:

 

More personalization options for order management workflows and printing

Some sellers operate off of only printed tickets, while others want to be able to complete an order after it arrives with a single button press. Some sellers want to complete bulk actions with minimal screen interactions. We are kicking off new discovery next month around the most common ways sellers want to personalize their workflows so we can meet you where your business is to enable Order Manager to become a lever in your business growth plan. We will be reaching out to all sellers who raised this topic to better understand the most important ways you want to personalize your order management experience to optimize your workflows in a way that suits your specific business needs. 

 

Editing orders after they have been paid and received

We understand that you have the ability to change the order after it appears in POS. In-store situations demand a change in the orderโ€”Situations such as selling out an item or having a customer call and request a change. We are working on enabling this capability for our order partners (including Square Online), such that the buyer is also made aware of the change. Please keep in mind that adoption will be dependent on the order partner (i.e. Doordash will have to enable this ability as well). We hope to have that out to you in the near future.

 

Customizing order and fulfillment settings on your Square Online site

We are working to centralize the fulfillment settings that apply to both your Square Online orders as well as any orders that are created through 3rd party apps and to expose those settings to developers via a public API so all orders are set with the correct fulfillment details. This will ensure that the same settings are adhered to no matter which channel your orders are placed so you can standardize your operations and deliver consistent service to all your customers. 

 

Creating orders with fulfillments at POS

Sellers want to create orders with fulfillments like Delivery or Pickup at the POS. We heard you loud and clear that this is a gap you want filled and we are exploring ways to support this capability in the future so you can offer the same great service to your customers, no matter how they order from you.

 

Again, thanks for your participation. For the latest updates, keep watch for announcements of new features in Product Updates.

 

Thanks,

Aaron, Chada and Christian

PXL_20220629_192321201.jpg

 

Aaron
Product Manager, Orders
Schedule time to talk!
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Hello,

 

I was wondering if there is a way for a restaurant customer to order from the order QR code and have the ability of re-ordering and pay after their dinner is done. It is weird to pay immediately and your meal is not done yet.

 

Sherry

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What is the best way to track inventory when you are the manufacturer, distributor, wholesaler, and retailer? I have to purchase the parts of the product (containers and dispensing caps, labels, seals, plus the fluids inside) Once the product is assembled, do I need to sell it to a different division within my own company in order to sell it to the retail stores or customers who buy directly from my online store? It's all too confusing but there has to be an easier way.

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So I have a question on taxing when I create an invoice taxes are automatically added how do I fix my website to do the same?

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