Meet the Order Manager product team: Which workflows are most critical to managing orders? 📨🧾

[Tom]

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 manager’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?
  
  

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 we’ll address as many posts as we can on Wednesday, June 29.👇

[#2]

Hello everyone!

The time for receiving new questions has closed for this event. Thank you to everyone who asked questions and shared their experiences — 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. 🙏🏻

[Chilicote]

Wife and I contacted Covid 19 early October, 2021, I was hospitalized for 30 days, but survived.  Taken close to nine (9) months to get my strength back enough to consider reopening our small business up once again.  My question?  "Since we have not used our Square account since last October, what do we need to reopen our account or take in sales as needed?"  Appreciate a response, since we may start back in early September.

[avdennis]

Thanks so much for the email because I do have questions. I'm new to this. So, I have not paid for my subscription yet because I'm not sure which one I need out of the three available plans. I'm thinking the middle, but I'm not sure. I will be selling candles to anyone on planet earth. Once I get a response for that, my next questions are:

I'm not sure about the tax. Which option do I choose? I don't want any problems with that. Ok, that's all I can think of for now but would at least very much like a response about the subscription package so that I can move forward with that first. 

Thanks.

[kduran9811]

Any chance of an option to choose invoices you’d like to print as an entire batch? Currently, I have to go in and create a PDF of any invoice I want to print and do them individually. It would be great to be able to check a box and print as many as I want in one batch. Thanks!

[PetFlyTrap]

Why does your platform not support batch-printing of MULTIPLE ORDERS together. When you receive 100 orders in a day because of a sale event, it is VERY inefficient to have to click on every single order individually to print them out. PLEASE add a way to batch print orders!!!

[chada]

We are actively exploring bulk actions including progressing orders to the next state, printing them or completing them. Are there any other actions you would like to perform in bulk?

[Snappy]

Do you have any plans to make your own hardware compatible with itself?  It would be very beneficial for my business in particular if your Square Terminal was compatible with Square Register.  The fact that I have had to 'downgrade' from Square Register to a Square Stand setup in order to use the Square Terminal is very frustrating.  

[Aaron_Product]

Can you tell us more about why you want to pair the Terminal with the Register in your business?

[BoathouseJeff]

We run a bar/restaurant and would like to be able to hold a credit card # with the order. I.e. swipe the card with the bar order, but keep the tab open. That way if they forget to close out, we can just run the tab on the credir card without having to physically HOLD someone's credit card behind the bar.  Is this a feature you can please add?  It would help tremendously.

[chada]

We are actively working to build the ability to take pre-authorizations within the RST POS and eventually the Square POS. Please let us know if you are interested in beta testing this functionality!

[LLCafe]

Hi @chada,

We have a FSR and we'd like to be able to Beta Test that functionality. 

[Angeladub]

Whenever I try to add new items, they never show up in my store. What am I doing wrong? Is there a lint to the number of items that I can add?Than you

[Jeffarnold]

I guess my big question is I would like to see us get notifications on text if we get a new order. Now I’m very new here so there might be a way to do that and I’m not aware of it. I’m not too big into emails I respond more to text they get my attention faster emails come in all the time junk mail everything you can think of things get my place still out easier. 
also once an order is complete and you didn’t have to ship it because man is set to ship all but I still have friends that are in town that buy from me I just recently got them a code for free shipping but before that I cannot get their name off the board. 

[Aaron_Product]

You can enable push notifications on your device in the device settings > orders > order notifications > allow new order notifications. These include a summary of the order and an audible chime. If you had the ability to receive text alerts of new orders, how would you expect it to work if you have multiple employees that work the POS? You can complete a shipment order that was shipped or delivered through some other means so it no longer displays in your list of orders.

[Chelsea3]

We are needing a way to set inventory for the day. For example if I have 20 sandwiches to sell if will give the person working the register notification that its low/or how many are remaining and won’t allow the oversell of product. We struggle with this all the time and it is super frustrating. We have to use scratch paper to keep our upfront workers up to date with our inventory items that are for sale for the day. We have set product amount In the system but it continues to sell past what was set. 

[Aaron_Product]

Which Square POS product are you using?

[beefolks]

I'll be honest, I would LOVE to be able to participate more in this thread.  BUT the one thing keeping us from moving beyond the Square Register is the DISCOUNT/COUPON issue!  Please, let me throw more money at you, and let me be able to synch the discounts to the Online Store!

[Aaron_Product]

Hi @beefolks,

Here’s an answer from our Prices team: This (Omni-channel discounts) is on our roadmap. Once this is implemented, Sellers can set discounts to be applied to Square Online in addition to POS. Furthermore, Sellers can choose to turn on this discount for 1) all sources, 2) Square Online-only (includes Square Online Checkout), and 3) All current sources, but not Square online.

Thanks for your patience and please keep watch for updates!

[beefolks]

This is great news!  Any timeline yet?  A few weeks, a few months.....?

[ZiadHage]

Can you connect square order manager to the business phone line do that when we receive an order to also receive a phone call when the order is not confirmed within 2min?!

[Aaron_Product]

Hi @ZiadHage,

You can enable push notifications on your device in the device settings > orders > order notifications > allow new order notifications. These include a summary of the order and an audible chime. If you could enable a phone call reminder, would you expect that to work only during business hours? If you receive 10 orders at once, would you want 1 phone call or 10?

[ZiadHage]

1 phone call during business hrs