Square dashboard

Square dashboard

Overview

Find out how to manage sales, products, and other parts of your Square integration with the Square dashboard, which features:

  • Order tiles

  • Stock tiles

  • Product tiles

Order tiles

The Order Activity tile displays:

  • A graph showing the number of orders downloaded from Square this month

  • When orders were last successfully downloaded (Last Downloaded)

  • When orders were last downloaded (unsuccessfully or successfully), and when they’ll next be automatically downloaded (Last Update and Next Update)

It also features Download Orders (select to download orders) and View Mapped Orders (select to view downloaded orders).

The Order Status tile displays:

  • When the statuses of Square orders were last updated from Omni (Last Updated)

  • A list of Square sales orders whose statuses failed to update

  • The number of orders downloaded Today and in the Last 7 Days

It also features these buttons:

  • Order Status Errors (select to see all Square sales orders whose statuses failed to update)

  • Update Dispatched Orders (select to update Square sales orders’ statuses from Omni)

  • Batch Payments (select to batch Square transactions)

Stock tiles

The Stock Activity tile displays:

  • A list of the most popular products with low stock in Square

  • A list of the products whose stock levels most recently failed to be uploaded to Square

It also features Popular Products With Low Stock (select to see all products with low stock in Square) and Stock Update Errors (select to see all products whose stock levels have failed to be uploaded to Square).

The Stock Update Status tile displays:

  • When Square stock levels were last uploaded from Omni (Last Updated)

  • The number of Square products whose stock levels were uploaded Today and in the Last 7 Days

It also features Update Recent Modified Stock (select to update recently modified stock levels) and Update All Stock (select to update all stock levels).

Product tiles

The Product Activity tile displays:

  • A list of products in Square sales orders and not mapped to Omni

  • A list of Square products not mapped to Omni

It also features these buttons:

  • Order Lines Not Mapped (select to view all products in Square sales orders and not mapped to Omni)

  • In Square But Not In Cin7 (select to view all Square products not mapped to Omni)

The Product Status tile displays:

  • When products were last downloaded (Last Downloaded)

  • How many products are in Square (Products in > Square)

  • How many products in Omni have your Square integration selected under Classifications > Channels on their product page (Products in > Omni) – in other words, the number of Omni products mapped to Square

It also features these buttons:

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