Processing Orders in Bulk

This article shows you how to save time bulk-processing orders through each of the sales/fulfillment/billing stages, as opposed to processing each order individually.

How to Bulk-Approve Sales Orders

  1. Go to Transactions -> Sales -> Approve Sales Orders.
  2. Review Sales Orders details using the list overview: Sales Person, Order totals, Credit Card Expiry/Status/Security Match, etc as needed.Note: To further save time, you can pre-specify an expense limit per Salesperson on the employee record.
  3. Select all Sales Orders that you want to approve.
  4. Click Submit.

How to Bulk-Print Picking Tickets

  1. Go to Transactions -> Management -> Print Cheques and Forms -> Then click on Picking Tickets.
  2. Select all Sales Orders that you want to create an Item Fulfillment and start picking for. By default, ie. when “Allow reprinting” is deselected, only the orders you have not yet printed will show up in this list, so you may want to select one or many orders in the list.
  3. Click Print.

How to Bulk-Mark Orders Picked

  1. Go to Transactions -> Sales -> Then click on Fulfill Orders.
  2. Select all Item Fulfillments that you want to mark as being Picked.
  3. Ensure the “Set Shipment Status” field is set to Picked.
  4. Click Submit.

How to Bulk-Print Packing Slips

  1. Go to Transactions -> Management -> Print Cheques and Forms -> Then click on Packing Slips and Return Forms.
  2. Select all Item Fulfillments that you want to start packing for. By default, ie. when “Allow reprinting” is deselected, only the Item Fulfillments you have not yet printed will show up in this list, so you may want to select one or many orders in the list.
  3. Click Print.

How to Bulk-Print Shipping Labels

  1. Go to Transactions -> Management -> Print Cheques and Forms -> Then click on Shipping Labels.
  2. Select all Item Fulfillments that you want to print shipping labels for. By default, ie. when “Allow reprinting” is deselected, only the Item Fulfillments you have not yet printed will show up in this list, so you may want to select one or many orders in the list.Note: This is where you can decide to ship multiple Item Fulfillments to the same customer at the same time, and so may want to specify the Item Fulfillment Count on the shipping label.
  3. Click Print.

 

How to Bulk-Mark Orders Packed

  1. Go to Transactions -> Sales -> Then click on Mark Orders Packed.
  2. Select all Item Fulfillments that you want to mark as being Packed.Note: This is where you can add shipment tracking numbers to any Item Fulfillments, using the “Tracking Numbers” field.
  3. Click Submit.

How to Bulk-Mark Orders Shipped

  1. Go to Transactions -> Sales -> Then click on Mark Orders Shipped.
  2. Select all Item Fulfillments that you want to mark as being Shipped.
  3. Click Submit.

How to Bulk-Invoice/Bill Sales Orders

  1. Go to Transactions -> Sales -> Then click on Bill Sales Orders.
  2. Select all Sales Orders that you want to create an Invoice for.
  3. If you are planning to email customer invoices, set the “To Be Emailed” field to Yes.
  4. If you are planning to only invoice orders that have been fulfilled, then select the “Hide Unfulfilled Orders” checkbox. Otherwise to invoice every sales order, then leave this option unchecked.
  5. Click Submit.
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