Square技术问询：如何生成可在Online Store Orders视图显示的订单？

Hey there! Let's tackle your Square API questions one by one:

1. Do Checkout API-generated orders show up in the Orders tab? #

Short answer: No. Orders created via the Checkout API only appear in the Transactions tab, not the Orders tab. That's because the Checkout API is built for straightforward payment processing, not for creating fully integrated orders that tie into Square's order management system. It's more of a "payment-only" tool, which is why it doesn't populate the Orders view.

2. How to create orders that appear in the Online Store Orders view (with customer info)? #

To get orders showing up in the Orders tab (and include customer details), you'll need to switch from the Checkout API to Square's Orders API—this is the tool designed for order creation and management. Here's how to make it work for your restaurant client:

• Use the Orders API for order creation: This API lets you build full orders with line items, modifiers, customer data, and order statuses that sync directly with the Orders tab in both the Square Dashboard and online store (web/iPad).
• Attach customer details explicitly: When crafting your order request, include either a customer_id (pulled from Square's Customers API if the customer exists in the system) or full customer attributes like name, email, and phone number in the customer field. This ensures the customer's info is linked to the order and visible in the Orders view.
• Align with existing Square POS/Online Store workflows: If you need to keep the client's current Square-hosted website workflow intact, you can:
  1. Create the order via the Orders API with all necessary details (customer, items, etc.)
  2. Use the generated order_id to trigger a Square-hosted checkout flow tied to this specific order. This way, the payment will be associated with the pre-created order, which stays visible in the Orders tab instead of only showing up in Transactions.
• Set the right order status: When creating the order, set a status like OPEN or IN_PROGRESS so it appears correctly in the Orders view. Once payment is processed, you can update the status to COMPLETED via the Orders API to reflect fulfillment.

This approach lets you build a custom, differentiated online ordering experience for the restaurant while keeping their existing Square order management workflow intact—no more orders stuck only in Transactions!

内容的提问来源于stack exchange，提问作者numberai