thread Re: Meet the Order Manager product team: Which workflows are most critical to managing orders? 📨🧾 in Archived Discussions (Read Only)

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

Tom — Mon, 15 Jul 2024 20:13:10 GMT

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.👇

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

LLCafe — Thu, 16 Jun 2022 14:30:46 GMT

Are we going to be able to edit orders in Order Manager? We struggle with that quite a bit where a customer orders a future order online but then needs to change something on the order but we're not able to modify it.

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

MayaP — Thu, 16 Jun 2022 14:41:05 GMT

Hi @LLCafe,

I am not seeing as something on the horizon for Square when I am researching. I am also not seeing anything that has been submitted on the ideate board.

I think that is a great idea, I get how useful editing from the order manager would be, just makes things a lot easier. I would submit a feature request for this so our team can look into it.

Let us know if we can help with anything else!

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

PartyManiaMD — Thu, 16 Jun 2022 15:43:06 GMT

When it comes to fulfilling online orders I find it could be streamlined significantly.

For Software/hardware I use Square for Retail on a Square Register with a MPOP Printer/Register.

Currently:

An order comes in online, I get a emailed copy of what they ordered and I can either manually print it out or go to the register and pre-print the order to pull it.

When I go to print the order from the Square register I have to:

1. Open Orders, find the order.

2. Tap to open the order.

3. Scroll down to the bottom of the screen.

4. Tap More Actions.

5. Tap Print.

6. Tap on Screen to exit More Actions.

7. Tap the X to exit the order.

Streamlined it would look like:

1. Open Orders, find the order.

2. Tap Print icon on top right of order.

In addition it's very difficult to fulfill orders when printing the orders from the square register does NOT include SKU/PLU information to ensure my employees are pulling the right items. They have to manually write each last six digits on each item to ensure correct pulling. I believe this is a current feature request.

TL;DR: I guess are there plans to streamline printing orders/making it easier for us to fulfill orders?

I included the above work flow to show why manually printing orders is a bit of a chore.

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

TCSlaguna — Tue, 21 Jun 2022 16:58:20 GMT

Is there a way to view a contact list (including email and phone number) of everyone who signed up for an event?

We would like to have a list of people registered for events.

Transactions -> Filter by Item -> Export Items Detail CSV provides the event/item purchased, and the name of the customer that purchased the said event/item. However, it does not provide the phone number and email address of the customer.

Use case:

We would like to have a list of Customer Name, Phone Number, Email Address so that we can call and/or email the customer before the event to remind them, and then at the event do a sign-in. Currently we go through each Order and copy-paste the order information into an Excel sheet.

An amazing feature would be the ability in Square Marketing to email everyone signed up for a certain event.

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

Aaron_Product — Wed, 22 Jun 2022 03:27:46 GMT

Can you tell me more about how orders are placed for your events? Is an event defined as a line item on the order? Where on the order is the customer information captured today?

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

DinaLRosenberg — Wed, 22 Jun 2022 15:18:58 GMT

Right now- there isn't a link between marking something in progress in Register and seeing that in progress in online orders if you access orders from Weebly. I prefer the Weekly screen for e-commerce orders as it provides a preview of products ordered by the customer- the order section of square does not.

It would be amazing if there was a "notes" feature that we could use internally. Right now we have to print out the order and write notes on it as we go (say something is out of stock- or we left a message for the customer to clarify something, etc.). If the paper gets lost- well you're out of luck.

We use the orders list off the register for us to know what items have already been pulled off the selling floor- so "in progress" at that level I really important... it just doesn't seem to translate once we are viewing orders on the website. It would be helpful to see the history of the order as well - beyond when order was placed- it would be helpful to log when the order was printed so we can see that on our end as well.

To follow up with @TCSlaguna we have the same issue as events being treated the same as inventory. We have a separate category for those online and WE know what they are - but it would be much easier if there was a native way within square to manage these easier instead of printing out each individual order and creating some type of secondary list.

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

CoffeeMafia — Wed, 22 Jun 2022 15:20:08 GMT

From a restaurant perspective, are there plans to add more integration with square for restaurants and square KDS? A lot of the square online and square orders features are geared towards e-commerce - but the infrastructure that y'all have built has the potential for some great tools for restaurants or businesses using square for physical stores and for restaurants, not just shipping tools.

I personally would love to be able to communicate with the customer from the POS, which is available on Square POS but not restaurant. It would also be great to be able to control more from the KDS, which currently only lets you mark items as done. Being able to mark orders as in progress, ready, and also picked up all from the KDS would be great.

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

BlackRockSeafoo — Wed, 22 Jun 2022 22:27:00 GMT

Hello,

We would like to be able to edit orders that come in online. Having to refund the customer and then invoice them again is the reason we are still on Shopify for online. If they had support for variable weight items we would use their POS. I am really surprised that it's not on any roadmap I have personally requested this feature and have seen multiple threads about this.

Over all I like square better but not being able to edit orders is a deal-breaker for us.

Thanks

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

Brookscreations — Thu, 23 Jun 2022 14:10:59 GMT

Are we going to update the shipping process? It would wonderful to have the “complete” be when it’s actually delivered to the customer.

Example: ready to ship, shipped, delivered.

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

TomsRestaurant — Thu, 23 Jun 2022 14:11:07 GMT

in restaurants is there a way to be able to keep the items on the same place in the check even though a server enters them randomly. example: server enters items C D E A B…..but can the kitchen see A B C D E every time? right now it’s entry specific.

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

ClemCOP — Thu, 23 Jun 2022 14:26:43 GMT

Hello,

For food business with a daily inventory of products it would be great if for orders for later the inventory wouldn’t be checked and used. If the order is for in our case 48 hours from now we will make extra for it, so it’s useless to use today’s inventory plus it decreases today’s inventory when that inventory should still be free for todays orders. The other downside is only products which are still available today will be available to be in that order for later… I guess the first question should be « when do you need your order for? » and based on the answer the inventory from today would or would not be used… thank you for listening! I hope you have an answer to help us!!

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

NaturalsTribe — Thu, 23 Jun 2022 14:50:31 GMT

Why does Square NOT give an option anymore to slide cards?

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

Newportwine — Thu, 23 Jun 2022 14:55:26 GMT

i think editing orders from Sqaure is helpful, I know it will be a complicated task..

however, one thing Sqaure needs to do is look at the inventory count, if that is 0, they need to disable the item from ordering. For example, if the count = 0, then (hide from DoorDash flag = 1) if not then hide from DoorDash flag = 0)

very simple logic…

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

fleuriwellesley — Thu, 23 Jun 2022 14:55:34 GMT

Hi is there a way to "hide" a category? we have 2 categories for custom orders that contain items ordered for specific individuals and I would like for them not to show up when searching for something under "all items" because it makes it more difficult to find what we are looking for. In other words if we are searching for an item called "hydrangea" we have to wade through all items with "hydrangea" in the item name that were made for specific individuals which amounts to quite a few. This question is from FLEURI DESIGNS in Wellesley MA. 617-731-1500 or zoe@fleuridesigns.com

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

DennisW — Thu, 23 Jun 2022 14:57:17 GMT

Can we get a ringtone for new orders?

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

TheLocal63 — Thu, 23 Jun 2022 15:04:20 GMT

Hello,

Is there anything on the horizon for seeing on a KDS when courses are fired on a KDS for restaurants? We currently just have to guess due to the KDS not showing when a server or bartender fires a ticket that is ON HOLD beyond having a printer send us a ticket, which kind of defeats the purpose of the KDS screen to replace printers. Being able to see what orders are ON HOLD and which are FIRED would make it usable again.

Will there be any integration for online ordering with the POS for restaurants? Currently, whenever I have to add a new dish to the system I have to add it to the item list, then add the details/price/category, then it adds it to the website but I have to redo the categories and other info on the online portal. It goes the same way with removing items. If I have to remove an item for a day due to not having products, I have to remove it from the POS and the Online Portal as well. It would be very helpful for the system to be able to just copy the POS screen to the online ordering.

Thank you

Jason

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

Crosslcota — Thu, 23 Jun 2022 15:16:07 GMT

What do I do when I pay someone and they don't provide the product?

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

Nel — Thu, 23 Jun 2022 15:18:07 GMT

Hello! I’d love for the Square team to work on order modifications on the backend for the seller where you can add notes like what samples you included in the shipment or special details like that customer was a referral so you have that information in one place in the order management history. Currently I have a separate google sheet that needs to be maintained for every order and it’s tedious for multiple people to update.

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

GraceHillWinery — Thu, 23 Jun 2022 15:25:05 GMT

1000x this. We do event ticketing through our square site, gracehillwinery.square.site, and when it comes time to make an RSVP/contact list I have to go through back through all the online orders, download the terribly disorganized spreadsheet it creates (i.e. the items purchased and their quantities are on different rows than the names, c'mon guys), and then sort it out from the orders for different products. If it could just spit out a specific event's RSVP/contact info that would be a huge help.