When using Fresh KDS with Square; the KDS screen can receive orders in one of two ways:
Use Orders API
Treat KDS as a Printer
The preferred setup for Fresh KDS with Square is using Orders API. However, some environments can be better suited if KDS is treated as a printer.
When Fresh KDS is set up to use Orders API, it uses a Cloud API connection.
The API integration is less prone to parsing issues, easier to set up, and if network issues occur, lost tickets can be recovered.
⚠️ It is generally more suitable for tablets connected to Wi-Fi, but the API integration displays all Order Types from your POS as 'For Here,' with the exception of Online Orders. API also does not support using Open Tickets with Square.
The API integration for Square can be selected during the initial setup or changed anytime from your Fresh KDS App.
To change integration types, navigate to Settings - General - Integration Type.
If using Orders API, please proceed with the following steps to complete the setup:
Step 1: Confirm the Brand Integration is set up.
To start, log into your Fresh Dashboard, and select ‘Brand Integrations’ from the left navigation bar. Square should be listed as a Brand Integration.
If Square is not listed, follow these steps to set up the Square Brand Integration.
Click ‘+Create New Integration.’
Use the arrow icon next to KDS Orders to expand the available integration options.
Select the boxes for ‘KDS Orders’ and ‘Menus.’
Click ‘Set Up.’
This will prompt you to log into Square using your Square account credentials.
Step 2: Confirm the POS Integration is set up. (Menu is uploaded & set to autosync.)
Part 1: Confirm the POS Integration.
To start, log into your Fresh Dashboard, and select ‘Let’s Go’ for Fresh KDS. Select 'POS Integrations' from the left navigation bar. The Square POS should be listed with your Fresh KDS locations.
If the Square POS is not listed, follow these steps to attach it to a Fresh KDS location.
Click ‘Attach a Location.’
Use the drop-down to select a Fresh KDS Location and corresponding Square Location.
Click ‘Attach Location.’
Part 2: Confirm your Menu is uploaded.
From your Fresh Dashboard - POS Integrations, navigate to Menu Settings. The Square POS Menu should be listed as an available Menu.
If the Square POS Menu is not listed, follow these steps to upload it.
Click ‘Add a Menu.’
Use the drop-down to select a Menu and check the boxes to exclude selected Fields or Menu Categories, if applicable.
Follow these steps to upload your Square Menu to each Fresh KDS location.
Part 3: Confirm your Menu is set to AutoSync.
From your Fresh Dashboard - POS Integrations, navigate to Menu Sync. The Square POS Menu should be listed with a default AutoSync Schedule.
If an AutoSync Schedule is not created, follow these steps to set up AutoSync.
Click ‘Sync’ to first run a manual sync of your menu.
Select ‘Set AutoSync’ and set a time to run a daily menu sync. (Typically between end-of-day and opening time.)
Creating an AutoSync schedule is optional but strongly recommended.
Step 3: Confirm Order Types are turned on for display in Fresh KDS.
From your Fresh KDS App, tap to click on Settings - Display Modes.
Toggle On for all applicable Order Types.