Download orders from Square
Overview
Find out how to download sales orders and status updates from Square.
One of the most basic documents in inventory management is the sales order. A sales order is an internal record of the details of a sale, such as what sold, for how much, and who to.
In Cin7 Omni, sales orders are the basis for real-time visibility of stock levels, accounting synchronization, accurate reporting, as well as reliable, customizable, and automatable fulfillment strategies.
To ensure your record of sales is complete, you must download your Square sales orders to Omni. And before downloading Square sales orders, you must configure how they’ll be downloaded by your Square integration.
If you download unfulfilled orders to Omni and then fulfill those orders in Square, you can configure your integration to download status updates from Square too (see below).
Configure download sales orders
To download sales orders from Square, you must have turned on Download Orders in your Square integration settings and configured your sales order settings, such as:
Which sales orders to download and their properties in Omni (see Download Orders settings)
Which branch or branches should fulfill those sales orders (see Branches settings)
What should be their default customer and accounting properties (see Customer Tracking and Accounting settings)
For help configuring your integration, read descriptions of your Square integration settings and talk to support.
Download sales orders
Before downloading sales orders from Square, make sure your Square and Omni product catalogs are in sync. You may need to download products, upload products, or create product mappings.
Once you’ve configured your integration and your product catalogs are in sync, you can download Square sales orders:
Log in to Cin7 Omni.
From the Integrations menu in the navigation, open your Square integration.
On the Order Activity tile, select Download Orders.
Alternatively, configure your Square integration to download sales orders automatically (see the Download Orders > Auto Order Downloads setting).
Note that downloading Square sales orders includes downloading updates to the statuses of sales orders, if you’ve enabled your Square integration to download status updates (see below).
Downloading status updates
In order to download status updates, you must have set Auto Dispatch Orders (in your Square integration settings) to either:
Yes - Completed Orders Only: If a Square sales order’s Status has been changed to Completed, the matching Omni sales order’s Stage will be changed to Dispatchedif and only if each line item can be dispatched from Omni.
Yes - Complete Orders Only (Ignore Stock): If a Square sales order’s Status has been changed to Completed, the matching Omni sales order’s Stage will be changed to Dispatched.
Additionally, when a Square sales order’s Status has been changed to Canceled, the matching Omni sales order will be voided.
Status updates will be downloaded whenever you download orders (above).
FAQs
Does Cin7 Omni download returns from Square?
No, Cin7 Omni doesn't download returns from Square. You must recreate returns in Omni manually as credit notes.