Bulk Order Processing

Scenario 1: Moving Orders from Pending to Processing

1. Navigate to Store > Orders > Bulk Order Operations > Process Orders
2. This screen has a filter similar to the one you see on your main order screen. We’ll first need to adjust the filters to get the orders we want.
3. Change the order status in the filter to “Pending”.
4. Set the date range. (It doesn’t matter if the end date is a future date)
5. Select “Pay at Store” under Payment Method.
6. Select all the orders using the top left checkbox or check orders individually.
7. Click “Process Orders” and you’ll be taken to a screen with three different options.
8. Change Status - This is what will change the status of orders. We’re going to set it to “Processing”.
9. Send E-mail Notification to Customers? - These are the order comments that will go to each of the customers attached to the orders. It sends only text and does not have the full formatting of the regular order comment section.
10. Set an Admin Comment? - These are the comments used to communicate with staff and only staff will see them.
    1. Note: Regardless if you select this option, an admin comment indicating the order was processed in bulk will be added to each order. The customer will not be notified of this comment.
11. Click next 
12. Do not close your browser until all orders have been processed
13. Double check the orders on your main screen under Store > Orders to ensure the changes have occurred.

Scenario 2: Moving Orders from Processing to Payment Received

1. Navigate to Store > Orders > Bulk Order Operations > Process Orders
2. Change the order status in the filter to “Processing”.
3. Set the date range
4. Select “Credit Card” under Payment Method.
5. Select all the orders using the top left checkbox or check orders individually. In this scenario, we are only checking orders with the shipping method “In-Store Pickup”.
6. Click “Process Orders”.
7. Change the status to “Payment Received” and click Next.
8. Do not close your browser window until all orders have finished processing
9. Double check the orders you’ve just processed and look for a Successful Capture in the admin comments. This is the official charge to the card.

Scenario 3: Using the Bulk Order Processor for Pre-Orders

1. Navigate to Store > Orders > Bulk Order Operations > Process Orders by SKU
2. Similar to the other scenarios, adjust the filters accordingly. We’ll change the status to “Processing”.
3. Set the date range.
4. Change the Payment Method to “Credit Card”.
5. Enter the ISBN into the SKU field
6. Select orders using the top left checkbox or check orders individually.
7. Click Process Orders.
8. Change the status to “Pre-Order Payment Received”. This will make it easier to tell which orders are part of this pre-order campaign.
9. Check “Send email notification to customers”
10. Add an order comment letting customers know that the book is not out, but payment is being taken in advance to reserve their copy.
11. Click ‘Next’ to process the orders. Do not close your browser window until all orders have finished processing

Scenario 4: Bulk Printing Invoices for Pre-Orders

1. Navigate to Store > Orders > Bulk Order Operations > Print Invoice
2. Set the date range.
3. Select the appropriate order status. In our scenario, we would select “Pre-Order Payment Received”.
4. Since we want to send invoices to all customers who have pre-ordered this title, select all possible payment methods.
5. Select all orders using the top left checkbox.
6. Click “Print Invoices”.
7. Review the order numbers and click ‘Confirm”
8. This will generate a printable version of the invoices and your browser will provide you with its print dialogue box to select your printer