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.
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 Log in to squareup.com and go to Orders
- 2 Filter by fulfillment status (Pickup, Delivery)
- 3 Open each order individually and note the items
- 4 Tally quantities by hand or on paper
- 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
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 In Square Dashboard, go to Orders and filter by date range
- 2 Export your orders as a CSV file
- 3 Open in Excel or Google Sheets
- 4 Filter rows by pickup/fulfillment date
- 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
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 Connect your Square account to CafeKit (one-click, read-only)
- 2 Orders sync automatically every night (or refresh anytime)
- 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
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.