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Creating a New Order

To create a new order, click the “Create” button on the Orders page. You’ll need to set the Order State, enter the Customer Information, and provide the Order Details.

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Order State

When creating an order, you can set it to one of two states:
Use this when you’re still working on the order or waiting for final confirmation. Draft orders:
  • Won’t appear in the main order list by default, but can be shown via a filter
  • Won’t show up in the prep list
  • Won’t sync to Square
Use this when the order is confirmed and ready for fulfillment. Open orders:
  • Appear in the main order list
  • Show up in the prep list
  • Sync immediately to Square POS
  • Are ready for your team to prepare
Start with Draft if you’re unsure. It’s safer to create an order as Draft and then change it to Open when you’re ready, rather than creating it as Open and having it immediately sync to Square and appear in your prep list.

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Adding Line Items

After creating the basic order information, you’ll want to add products to the order. Line items represent the individual products or services the customer is purchasing.
Line item management details coming soon! Check back for updates on how to add, edit, and remove products from your orders.

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Editing Draft Orders

Draft orders are fully editable. You can:
  • Add or remove line items
  • Change customer information
  • Update fulfillment details
  • Modify the order state
When you’re ready to finalize a draft order, simply change the state from DRAFT to OPEN. This will:
  1. Make the order visible in the order list
  2. Add the order’s line items to the prep list
  3. Sync the order to Square POS
Once an order is OPEN and has payments, it becomes read-only. Orders with payments cannot be edited to maintain transaction integrity. If you need to make changes to a paid order, you’ll need to process a refund or create a new order.

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Permissions

Before you can create orders, you need the appropriate permissions. The “Create” button on the Orders page is only visible to users with the following roles:
  • Company Owners - Full order creation access
  • Administrators - Full order creation access
  • Editors - Can create new orders
Viewers cannot create orders. If you’re a Viewer and need to create orders, ask your company administrator to upgrade your role to Editor or higher.