Set up Order Manager
About order manager settings
With Square Order Manager, you can set up alerts and printing settings to ensure your checkout and order flows are seamless, particularly if you’re accepting online orders.
Alerts: You can toggle in-app alerts on or off for new orders. You can choose how often you want to see new order alerts and whether to view them immediately or dismiss the notification.
Printing: Order Manager allows you to manage printing settings for orders to help your front and back-of-house staff. You can print receipts, order tickets or labels.
Before you begin
You can take and manage orders from Square Point of Sale, Square Retail POS, Square Restaurant POS and Square Appointments POS apps.
Download the latest version of the Square apps on your Square hardware or compatible iPad, iPhone or Android tablet/phone.
Ensure your device’s operating system is up to date.
Step 1: Customise order settings
By default, order creation settings aren’t enabled. To enable and configure order settings:
- Sign in to your Square POS app and tap ≡ More > Settings > Orders.
a. Tap Order creation and toggle on this feature.
b. Tap Alerts & notifications and toggle the relevant settings. - Optionally tap Reload all orders to refresh and reload all orders that appear on the Orders tab.
- Go back to Settings and tap Checkout > Order tickets to choose either to Auto-assign ticket numbers or Enter custom number or name.
- Sign in to your Square Retail POS app and tap ≡ More > Settings > Orders.
a. Tap Quick actions and toggle on this feature.
b. Tap Order notifications and toggle the relevant settings. - Go back to Settings and tap Checkout > Order tickets to choose either to Auto-assign ticket numbers or Enter custom number or name.
Step 2: Set up order printers
You can set up printer profiles and connect a printer to Square to print receipts, order tickets or labels.
Once you’ve set up Order Manager alerts and printing settings on your point of sale, you can begin taking and printing orders.
Step 3: Set up order permissions
If you need to make more or fewer sales visible to an employee, you can modify the employee’s permissions in the Staff section of your Square Dashboard. The relevant permission sets are:
Checkout > Open Tickets: Applies to open tickets and bar tabs
Orders: Applies to online orders
Transactions: Applies to sales of all types that are paid or completed
By setting up order permissions for your employees, you’ll take control of the information your employees see about in-store, online and other sales. These permission sets will be reflected across Square. To learn more about permissions, take a look at how to Create and edit permission sets.