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. 🙏🏻

[ZiadHage]

i cannot

[LynnsLavender]

Can this be used to identify vendors by individual sales and present a monthly report by vendor?

[wyatt1]

When will you add Manual refunds to any Credit card?  That is an essential for our business. We would like to switch to square, but can not because of that feature. 

[Bestow]

How can I add a fixed percentage onto a sale for sales tax?

[fushipoke]

Squareup.com > log in to dashbord > Account &settings > Business > salex tax > create sales tax

sales tax can also be turned on and off for each specific item in item settings

[fushipoke]

you can also turn taxes on and off in at the register once you set the tax rate in account settings

but the user must have permissions set to do so 

user permissions are found under team tab

[Kchiao]

Hi! 
We have contactless pick up options through Square online orders, and I have specific items on our menu that are only available during a lunch shift, that I have to manually disable through our dashboard everyday before dinner shift starts. 

1) is there a way to set certain time frames where items are available for “pick up” 

2) would there ever be an option for my staff to mark things unavailable through the POS? Currently they have to call me if I’m off-site for me to hop on the main Dashboard to mark the item as unavailable. 

A restaurant is always fluid, and some items go out of stock on the fly, and we need to be able to mark it as unavailable quickly before the next order comes in. 

Thank you! 

[Aaron_Product]

Hi @Kchiao ,

1. Time-Based Categories could work if all the items are under a category. If they are only a subset of categories, than makes it harder. You would need items to have individual time based availability. This will need to be configured within Square Online.

2. Have you tried 86ing items from the POS? That will mark things as out of stock on Square Online when they run out.

[highbrowcoffee]

I'm wondering if there is a way to throttle up or down our online orders at our coffee shop. Currently we have a 15 minute prep time on everything with a limit of two orders per 15 minute period. But sometimes we need more than 15 minutes and sometimes we could do less than 15 minutes. If my team had a quick way to adjust time frames and orders per 15 minutes that would be huge for us! Is there anyway to implement this?

[Aaron_Product]

You can adjust the number of orders per 15 minutes timeframe on Square Online but you cannot change the duration of the timeframe. 

Curious as to why 15-minute time windows are not working for you and how else would you expect to be able to configure this throttling?

[KJC]

We have the same problem, we have it limited to x amount of orders during a 15 minute time frame which we keep on but if a office orders they can take up over an hour block. The problem that happens is we may be able to get them done and ready in 1/2 hrs but no body else can order in that block cause it's taken up. Also if everybody is ordering they don't understand why they can't place the order for the same time as others and that results in lots of calls to us. At that point we tell them to put in the notes they are part of the large order so we have it ready on time. We never had a pro let like this when we hosted through WiX, wish square would look at wix for ideas.

[Aaron_Product]

Thanks for your follow-up answer. I'll pass this info on to our team that managed the order throttling settings within Square Online. 

[Sgibson]

Any plans to release a more dynamic order processing timeline option? For example, I run my annual plant sale and Christmas wreaths online. I open up for orders well in advance of things being ready which is disclosed in the listing and my regulars are well aware of how things work. Right now, there is a static processing time, ie days/weeks provided by square. I’m looking for something where the customer can select a particular week or day to pickup or ship their order. Right now, I have to create that as an individual product option and then deal with them calling confused because they selected a certain week as their preferred option/pickup window and the static square processing time is throwing out a different date. 

[Aaron_Product]

Thanks for the feedback. We are working on building solutions which will allow sellers to mark certain items as fulfillable on specific dates. This will give buyers specific pickup/delivery dates or window of dates to choose from. We would appreciate your feedback on some of our concepts. Someone from our team will reach out to discuss.

[Alanmlewis]

I need my past records of POS for 2019-2020-2021 please

[Lydlu]

Hello. I need to know how to set the tax in my square reader so it can include the tax in with my totals. Thank you.

[fushipoke]

Squareup.com > log in to dashbord > Account &settings > Business > salex tax > create sales tax

sales tax can also be turned on and off for each specific item in item settings

[GobyGaby23]

I created my square store, then in online store I linked it to my facebook page. 

Then when people starting ordering square never received the order information. 

Then called square and blamed facebook & facebook blamed square. 

Then I Disabled facebook shop but on facebook side still showed as linked. 

So far a month later none of their customer service staff knows how to solve and unlink accounts. 

I have pending orders unable to complete. 

[Aaron_Product]

Hi @GobyGaby23 , 

Here's a response from our Square Online team: FB Shopping via square just links you to a Square Online site - shouldn't be able to have a separate channel so not sure how this could happen. 

[AHigherQuality]

I seem to have an issue when people order things on my site the tax isn't included but when I make invoices it automatically gets added on is there a way I can fix that issue?

[Aaron_Product]

Do you have taxes setup in both Square and Square Online? This is the common confusion for many sellers as they don't realize that they have to setup tax twice.