Guide

Do You Use Square to Track Bakery Preorders?

Here's How to See What's Due Each Day

If you take preorders through Square, you've probably noticed there's no easy way to see what's due for a specific day. Bakery owners on the Square Community have been asking for better preorder tracking for years.

Written by Zech Campbell, founder of CafeKit and former Square engineer. Read his story. ·

What Bakery Owners Are Saying

From the Square Community forums — bakeries asking for the same thing.

"you can't get a report to print to tell you how many of a specific item is due for a specific day."

"it would be ideal to have a consolidated printed report listing qtys/order pars for each day."

"a printable report that has customer name (or receipt number when name is missing), items pre-ordered, and quantity."

"My entire business is pre-order now [...] we have a paper system [...] carbon copy order form"

"For holiday pre-orders, I will export the orders to an excel spreadsheet."

"I've been managing this by defaulting to changing the pick up times on the orders [...] I really wish square would add a pre-order date option."

"Obviously, it would be super helpful if Square created an easier way to manage this!"

The common thread: Square handles the sale, but not the "what do I need to make today?" question. Here are 3 ways to solve that.

The date problem most bakeries don't realize

Square records a preorder on the day it was placed, not the day you need it ready. If a customer orders Monday for Friday pickup, that sale shows up on Monday's report. Your Friday production numbers are missing orders, and your Monday sales look inflated.

1

Filter Orders in Square Dashboard

The most basic approach is to log into Square Dashboard and manually check your orders. No extra tools required, but it doesn't scale.

  1. 1 Log in to squareup.com and go to Orders
  2. 2 Filter by fulfillment status (Pickup, Delivery)
  3. 3 Open each order individually and note the items
  4. 4 Tally quantities by hand or on paper
  5. 5 Repeat for each new order that comes in

Best for

A handful of preorders per week

Limitations

  • One order at a time
  • No per-item totals
  • Orders show on wrong date
  • Breaks down with 5+ orders
2

Export Orders to a Spreadsheet

Square lets you export your orders as a CSV. With some spreadsheet work, you can build a daily production view — but it requires manual effort every time.

  1. 1 In Square Dashboard, go to Orders and filter by date range
  2. 2 Export your orders as a CSV file
  3. 3 Open in Excel or Google Sheets
  4. 4 Filter rows by pickup/fulfillment date
  5. 5 Use SUMIF or a pivot table to group by item name and sum quantities

Best for

Weekly planning, spreadsheet-comfortable owners

Limitations

  • Manual process every time
  • Easy to miss new orders
  • Requires re-exporting
  • Two places for orders
3

Use CafeKit for Automatic Production Lists

CafeKit connects directly to your Square account and organizes your preorders into daily production lists — automatically. No exports, no counting, no spreadsheets.

  1. 1 Connect your Square account to CafeKit (one-click, read-only)
  2. 2 Orders sync automatically every night (or refresh anytime)
  3. 3 Select any date and see preorder counts per item

Best for

Bakeries with regular preorders

What you get

  • Per-item totals across all orders
  • Orders on the correct fulfillment date
  • Walk-in sales shown separately
  • Automatic sync with Square
  • Multi-location support

Example: preorders due Friday

Without CafeKit (counting across orders):

Order #1: 2 Cookies, 1 Brownie

Order #2: 1 Brownie

Order #3: 1 Scone, 1 Brownie

... count across all orders ...

With CafeKit (one production list):

Friday Preorder List

Brownies: 3

Cookies: 2

Scone: 1

Side-by-Side

Comparison Table

Feature Manual in Square Spreadsheet Export CafeKit
See item totals per day No — open each order Yes, with pivot tables Yes, automatically
Orders on correct date No — shows order date Possible with manual filtering Yes — shows fulfillment date
Walk-ins separated No Manual Yes
Time per day 15–30 min 10–20 min Instant
Updates with new orders No — have to re-check No — have to re-export Yes — syncs automatically

Which Method Is Right for You?

The right choice depends on how many preorders you take and how much time you want to spend.

A Few Preorders

You have a handful of preorders per week and don't mind opening each order to check.

Use: Square Dashboard

Spreadsheet Comfortable

You're comfortable with Excel or Google Sheets and have time to export and build your view.

Use: Spreadsheet Export

Ready for Automatic

You want to open one screen and know exactly what to make — without any manual steps.

Use: CafeKit

Stop Counting Preorders by Hand

CafeKit turns your Square preorders into a single production list, organized by the day you need items ready. No spreadsheets, no manual counting.

Free early access. No credit card required.

Frequently Asked Questions

Common questions about tracking Square preorders for bakeries.

Schedule a chat with Zech