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Manage order shipments

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Who is this article for?
Account owners or team members with the orders permission to manage orders. Set permissions in Square Dashboard.

About shipments 

Deliveries Manager allows you to efficiently handle delivery for your orders and streamline your shipping process. The Shipments page in the Square Dashboard provides features such as viewing shipment details, searching and filtering deliveries, updating fulfilment status and tracking deliveries.

Before you begin

  • You can view and manage deliveries at any stage of the fulfilment flow from the Square Dashboard.

  • Search by customer name, address, fulfillment location, tracking number, courier, service or item (name, variation name or SKU).

  • Fulfilment statuses cannot be updated on Dispatched orders.

View shipments

  1. Sign in to your Square Dashboard and go to Orders & payments (or Invoices & payments or Payments) > Orders > Shipments.

  2. Click the To do tab to view all shipment orders that require action by you and have a New or In progress status.

  3. Click Dispatched to view all delivery orders that are marked as Dispatched.

  4. Enter the order details in the Search box to locate a specific order.

  5. Click Fulfilmentlocation to view your locations and tick the box next to the location you’d like to view.

Update fulfilment status

Single order

To update the status for an entire shipment order:

  1. sign in to your Square Dashboard and go to Orders & payments (or Invoices & payments or Payments) > Orders > Shipments.
  2. Click To do.
  3. Select an individual delivery order.
  4. Click Actions and choose Mark as in progress or Mark as dispatched.
  5. Enter the tracking information and select the courier.

Deliveries updated to Dispatched will send a delivery email notification to your customer.

Multiple orders

To update the fulfilment status on multiple shipment orders at once:

  1. sign in to your Square Dashboard and go to Orders & payments (or Invoices & payments or Payments) > Orders > Shipments.
  2. Click To do.
  3. Tick the box next to each delivery order that you want to update the status on.
  4. At the bottom of the page, click Actions > Mark as in progress or Mark as dispatched.
  5. Click Mark as in progress or Mark as dispatched to confirm.

You can select up to 25 delivery orders at a time to take a bulk action on.

Update fulfillment information

You can add additional or update existing information on delivery orders based on the status of the order. 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.

Add or update courier

  1. Sign in to your Square Dashboard and go to Orders & payments (or Invoices & payments or Payments) > Orders > Shipments.
  2. Click To do.
  3. Click an individual delivery order to view more details.
  4. Click Add next to Courier or click the existing courier to update.
  5. Select a supported courier.
    • Supported couriers: UPS, FedEx, DHL Express and United States Postal Service (USPS).
  6. Click Done.

If an unsupported courier is used, the created tracking link will direct you to a Google search with the tracking number. If a supported courier is used, the created tracking link will direct you to the courier’s tracking status page.

DeliveriesTrackingInfoDashUSEN

Add a dispatch date

To include the date, the shipment order needs to be sent by the business to the customer:

  1. sign in to your Square Dashboard and go to Orders & payments (or Invoices & payments or Payments) > Orders > Shipments.
  2. Click To do.
  3. Click an individual delivery order to view more details.
  4. Next to ‘Fulfil By’, click Set a date and enter the date.

Dispatched date will automatically show when you changed the delivery order to Dispatched.

Update the delivery address

  1. Sign in to your Square Dashboard and go to Orders & payments (or Invoices & payments or Payments) > Orders > Shipments.
  2. Click To do.
  3. Click an individual delivery order to view more details.
  4. Click the address next to Deliver to.
  5. Enter the new delivery address.
  6. Click Save.

If the address cannot be verified, you can click Back to edit to review the entry or click Save anyway to continue without verification.

Add or update shipment tracking

  1. Sign in to your Square Dashboard and go to Orders & payments (or Invoices & payments or Payments) > Orders > Shipments.
  2. Click To do.
  3. Click an individual delivery order to view more details.
  4. Click Add next to Tracking info to manually enter the tracking number.
  5. Click the existing tracking number to update it. You’ll see an error message if the tracking number doesn’t match the courier.
  6. Click Done.

You cannot add or update tracking information if the shipment order is updated to Dispatched.

Add or update shipment tracking

  1. Sign in to your Square Dashboard and go to Orders & payments (or Invoices & payments or Payments) > Orders > Shipments.

  2. Click To do.

  3. Click an individual delivery order to view more details.

  4. Click Add next to Tracking info to manually enter the tracking number.

  5. Click the existing tracking number to update it. You’ll see an error message if the tracking number doesn’t match the courier.

  6. Click Done.

You cannot add or update tracking information if the shipment order is updated to Dispatched.

Print packing slips

Print individual packing slips

  1. Sign in to Square Dashboard and go to Orders & payments (or Invoices & payments or Payments) > Orders > Shipments.
  2. Click To-do or Shipped.
  3. Click an individual shipment order to view more details.
  4. Click Print packing slip to generate an 8.5 x 11” packing slip to include with a shipment order.
  5. Click the print icon to print the packing slip.

The packing slip will show the customer, carrier, shipping rate, item name/quantity, company name and address, and logo.

Print packing slips in bulk

To print packing slips for multiple shipments orders at once:

  1. Sign in to Square Dashboard and go to Orders & payments (or Invoices & payments or Payments) > Orders > Shipments.
  2. Click To-do.
  3. Check the box next to each shipment order that you want to print a packing slip for.
  4. At the bottom of the page, click Actions > Print packing slips. View the generated 8.5 x 11” packing slips.
  5. Click the print icon to print the packing slips.

You can bulk edit up to 25 shipment orders at a time.

Split shipments

To separate a single delivery order into multiple deliveries:

  1. Sign in to your Square Dashboard and go to Orders & payments (or Invoices & payments or Payments) > Orders > Shipments.

  2. Click To do.

  3. Click an individual delivery order to view more details.

  4. Click Split delivery.

  5. Tick the box next to the items you want to send together.

  6. Click Next > Create new shipments.

This action will split the delivery order into two new deliveries and cannot be reversed.

You will not be able to use Split shipment on the Shipments page if the order is from a partial shipment.

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