Manual Merge
In this tutorial we will show you on How to set up the manual merge settings step-by-step. Manual merge can combine any orders, this method doesn't require the same Customer ID and Shipping address.
In this section we should add the order IDs, which you need to combine. We can add the order IDs here in both ways and you can combine 2+ orders here.
💡 TIP: The first variant: You can add the order IDs directly from the app. dashboard.
You need to select the specific order and you can find the order ID in the end of the url on the order page.
💡 TIP: The second variant: You can select the orders from the order list and click to merge it.
This will take you directly to Manul merge page and also enter the order numbers for you.
📝 NOTE: The maximum orders limit per 1 merge is 100 orders.
Decide what happens when there is a conflict between 2 or more orders which are about to be merged. These will be the settings that will be saved in the new, merged order. Anything that you chose to discard will still be available at the original, archived order.
Shipping rate to keep
Refund any shipping rates not used in merged order. There are several options that will be available for you: Keep oldest order shipping rate, Keep most recent order shipping rate, Keep cheapest shipping rate, Keep most expensive shipping rate, Combine shipping rates.
💡 TIP:: If you choose "Keep most recent order shipping rate" that is, the shipping method from the new order will be saved in merge order. And for shipping from the old order, a refund will be made.
Refund all shipping rates from all merged orders, if the total price of all merged orders is greater than: $$$ . In the first option we can keep at least 1 shipping method, so in this one we refund all the shipping rates.
⚠️ WARNING: : Enabling this feature will affect your analytics. This feature will be available if you have not enabled "Order financial status".
New order shipping method name.
This is exactly the name that will be added to the merged order. These options will be available for you: Keep oldest order shipping rate, Keep most recent order shipping rate, Keep cheapest shipping rate, Keep most expensive shipping rate, Combine shipping rates.
💡 TIP: Example: If you choose "Keep oldest order shipping name" then the oldest shipping name from the previous order will be kept in the new order.
When order tags exist.
Here you decide which tags to add to the new merged order : Discard all tags, Keep oldest order tags, Keep most recent order tags, Keep all order tags.
💡 TIP: If you'll choose "Keep all order tags" then all tags from the oldest order and the most recent will be added to the new merged order.
When refunded items exist in merged order
This is where you decide what will happen when refunded items exist in merged order:
Discard refunds items;
Keep items as unfulfilled and take off refunded sum;
Keep items as unfulfilled;
Keep items as fulfilled and take off refunded sum;
Control new order name.
Here you can choose which name the merged order will have :
Keep order name in ascending order
Combine merge orders name.
Custom order name.
Here you can control what name the merged order will have. You can choose 1 of 4 options or combine them.
Control new order tax name.
When tax differences between the merged orders need to be adjusted, we use this field to adjust it. You can leave this field in its default name- OrderMergerTax- or change it to a name of your choice.
⚠️ WARNING: If you are using {original-tax-names} tag, duplicates will be removed in case all orders contains the same tax name.
Control new order discount name.
When discounts exist in the original orders, they will be combined to one discount code on the new order. This field allows you to control this discount code name.
When any other conflict occurs.
There are only two options available to you here:
Keep settings from most recent order;
Keep settings from old order;
Here you can decide what data to add to merged orders. This data will help you manage order merging and not get lost in the changes.
You will have 3 options available that you can enable for a new merged order:
Order tagging.
You can select which tags will be added to the new merged order.
Order notes.
Here you can select which notes will be added to the new merged order.
Order financial status.
⚠️ WARNING:This is the most important feature! You must enable it if you want the new merged order not to affect analytics in your store.
This is also where you decide what information to add to the original merge order. You can also specify which tags and notes to add to the original orders.
Last but not least. You must decide what happens to the original orders. You can archive them (recommended), or cancel.
⚠️ WARNING: Cancelling orders is irreversible
Please be advised:
Cancelling the original orders is irreversible and can't be undone.
By cancelling fulfilled orders, Order Merger will unfulfill the orders to comply to Shopify's rules.
No refunds will be given to customers upon cancelling.
Restocking will not be made.
If you still require any further assistance, our support team always here to help you 24/7
Select orders
In this section we should add the order IDs, which you need to combine. We can add the order IDs here in both ways and you can combine 2+ orders here.
💡 TIP: The first variant: You can add the order IDs directly from the app. dashboard.
You need to select the specific order and you can find the order ID in the end of the url on the order page.
💡 TIP: The second variant: You can select the orders from the order list and click to merge it.
This will take you directly to Manul merge page and also enter the order numbers for you.
📝 NOTE: The maximum orders limit per 1 merge is 100 orders.
Conflict handling
Decide what happens when there is a conflict between 2 or more orders which are about to be merged. These will be the settings that will be saved in the new, merged order. Anything that you chose to discard will still be available at the original, archived order.
Shipping rate to keep
Refund any shipping rates not used in merged order. There are several options that will be available for you: Keep oldest order shipping rate, Keep most recent order shipping rate, Keep cheapest shipping rate, Keep most expensive shipping rate, Combine shipping rates.
💡 TIP:: If you choose "Keep most recent order shipping rate" that is, the shipping method from the new order will be saved in merge order. And for shipping from the old order, a refund will be made.
Refund all shipping rates from all merged orders, if the total price of all merged orders is greater than: $$$ . In the first option we can keep at least 1 shipping method, so in this one we refund all the shipping rates.
⚠️ WARNING: : Enabling this feature will affect your analytics. This feature will be available if you have not enabled "Order financial status".
New order shipping method name.
This is exactly the name that will be added to the merged order. These options will be available for you: Keep oldest order shipping rate, Keep most recent order shipping rate, Keep cheapest shipping rate, Keep most expensive shipping rate, Combine shipping rates.
💡 TIP: Example: If you choose "Keep oldest order shipping name" then the oldest shipping name from the previous order will be kept in the new order.
When order tags exist.
Here you decide which tags to add to the new merged order : Discard all tags, Keep oldest order tags, Keep most recent order tags, Keep all order tags.
💡 TIP: If you'll choose "Keep all order tags" then all tags from the oldest order and the most recent will be added to the new merged order.
When refunded items exist in merged order
This is where you decide what will happen when refunded items exist in merged order:
Discard refunds items;
Keep items as unfulfilled and take off refunded sum;
Keep items as unfulfilled;
Keep items as fulfilled and take off refunded sum;
Control new order name.
Here you can choose which name the merged order will have :
Keep order name in ascending order
If orders #1001 & #1003 were merged, new order name will be #1004
Combine merge orders name.
If orders #1001 & #1003 were merged, new order name will be #1001_#1003_OM
Custom order name.
Here you can control what name the merged order will have. You can choose 1 of 4 options or combine them.
Example: {descending-order-names}, If orders #1001 & #1003 were merged, new order name will be #1003_#1001
Control new order tax name.
When tax differences between the merged orders need to be adjusted, we use this field to adjust it. You can leave this field in its default name- OrderMergerTax- or change it to a name of your choice.
⚠️ WARNING: If you are using {original-tax-names} tag, duplicates will be removed in case all orders contains the same tax name.
Control new order discount name.
When discounts exist in the original orders, they will be combined to one discount code on the new order. This field allows you to control this discount code name.
When any other conflict occurs.
There are only two options available to you here:
Keep settings from most recent order;
Keep settings from old order;
Order Actions
Here you can decide what data to add to merged orders. This data will help you manage order merging and not get lost in the changes.
You will have 3 options available that you can enable for a new merged order:
Order tagging.
You can select which tags will be added to the new merged order.
Order notes.
Here you can select which notes will be added to the new merged order.
Order financial status.
⚠️ WARNING:This is the most important feature! You must enable it if you want the new merged order not to affect analytics in your store.
This is also where you decide what information to add to the original merge order. You can also specify which tags and notes to add to the original orders.
Last but not least. You must decide what happens to the original orders. You can archive them (recommended), or cancel.
⚠️ WARNING: Cancelling orders is irreversible
Please be advised:
Cancelling the original orders is irreversible and can't be undone.
By cancelling fulfilled orders, Order Merger will unfulfill the orders to comply to Shopify's rules.
No refunds will be given to customers upon cancelling.
Restocking will not be made.
If you still require any further assistance, our support team always here to help you 24/7
Updated on: 09/02/2022
Thank you!