Where does Square post about changes to their system/processes that impact workflows?

[PLHLtd]

Where am I able to find all updates that have been made to Square that change the way processes are done?

Today's particular issue: since all order management moved to one place, we have been using "Mark as dispatched" to enter the shipping information and mark a shipping order as completed. Today I went to do this again, and instead of giving me the pop-up to let me put the tracking information in, it just said "Action completed". It's now marked as complete, but says "Tracking information unavailable", and there is absolutely nowhere I can see that will now allow me to put the tracking information. Worse, I have no idea how I'm supposed to add tracking info for other orders. This is different from the process in place from only a week ago.

Where is information on these kind of changes publicised so that store owners and managers are able to keep up with things that impact their workflow?

How am I supposed to now add tracking information to a shipping order?

Why does Square make these kind of changes with absolutely no warning or notification that something has changed in the system? (Or if there is a warning or notification, where is it please??)

[Sineaid · Accepted solution]

Thanks for reaching out to the Community for clarity on this @PLHLtd 

How we communicate updates, largely depends on the Seller impact. For major changes that will likely cause disruption, we’ll send proactive emails. And for smaller updates and improvements, we’ll simply update our help centre articles to reflect the process change. We also post product updates right here on the Community. 

Looking at the related support article, I can see that there is a note advising that ‘You will not be able to add or update the courier, tracking, delivery address or dispatched-on date once a delivery order is updated to Dispatched.’

I appreciate that a work flow change that doesn’t allow for retrospective edits could well be disruptive, so I’ll reach out to our product team to check when this was introduced, and review how it was communicated.

Thanks for flagging the issue it's caused for you. The working example will be helpful when I bring this across to our product team for consideration. 

[doc_choc]

Hi @PLHLtd I had a similar issue the other day, but there is no clawing it back to add the tracking, which for us is less of an issue as the we use RM and the tracking notifies customers of dispatched on first scan by the courier but may be issues for other business.

I have to say I'm not a big fan of the workflow with the shipments and orders section as it stands. I'm hoping that its just I need more time to adjust to it, but its not really working well for our business. For example we used to print the invoice which dispatch then used to pick the order, they included this invoice in the shipment. The invoice also showed whether the delivery was by economy or express. The new system has a packaging slip, which we chose not to use as it does not show the delivery so our dispatch team doesn't not which service to use.  Also we can not print a decent formatted invoice from the order section in the dashboard. We use the little side bar printer icon that appears in the orders section when we click on the order. It looks naff and not very professional. 

Also for us the invoice provides a better cross check as to the items in the shipment as the pickers know the approx price of the items and what they should be picking to hit that total value. The packing list, not so good, prone to more picking errors!

I know that this is a new improved part of the system, visually on the screen it looks great, but scratch away at the surface and its and it could do with tidying up a little. It would be nice to see some continued tweaks to to smooth things out a little and improve the workflow.

[PLHLtd]

Where am I able to find all updates that have been made to Square that change the way processes are done?

Today's particular issue: since all order management moved to one place, we have been using "Mark as dispatched" to enter the shipping information and mark a shipping order as completed. Today I went to do this again, and instead of giving me the pop-up to let me put the tracking information in, it just said "Action completed". It's now marked as complete, but says "Tracking information unavailable", and there is absolutely nowhere I can see that will now allow me to put the tracking information. Worse, I have no idea how I'm supposed to add tracking info for other orders. This is different from the process in place from only a week ago.

Where is information on these kind of changes publicised so that store owners and managers are able to keep up with things that impact their workflow?

How am I supposed to now add tracking information to a shipping order?

Why does Square make these kind of changes with absolutely no warning or notification that something has changed in the system? (Or if there is a warning or notification, where is it??)

[PLHLtd]

Apologies, I have no idea how this ended up in the US community. Feel free to close, I've re-posted in the UK community.