Hi. I'm using for preorders in my bakery online orders, and orders from square pos.
From the square dashboard I can see all the orders (online and pos) but can't export them. From the square online dashboard I can only see online preorders and export them, but I can't see or export pos orders.
How can I have a .csv file of online and preorders sales?
Cheers
Hey there, @Escargot,
Thanks for writing in with your question!
You can certainly export a Transaction report, and select the option to show only POS and Square Online transactions, and this will display all transactions and orders received via these methods. However, given there isn't a way to differentiate an in-person preorder transaction with a standard POS transaction, you would see all of your POS sales (excluding preorders) by filtering this way.
Can I ask how you have set up and processed your items for your in-person preorders?
While you can set up an individual pre-order item for online pickup or delivery orders, there isn't a way to create an in-person pre-order item that I'm currently aware of, outside of manual workarounds.
I'll keep a lookout for your reply here!
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