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Bulk Merge (Merge Suggestions)

Merge Suggestions helps you identify orders that are eligible for merging and shows you the potential shipping savings. You can review suggestions and merge orders manually, or set up automatic bulk merge to process all suggestions on a schedule.

Tom avatar
Written by Tom
Updated this week

Overview

Order Merger analyzes your recent orders and identifies customers who have multiple orders going to the same shipping address. For each group of mergeable orders, you'll see:

  • Customer name and shipping address

  • Number of orders that can be merged

  • Potential shipping savings

  • Order details including totals, shipping costs, and fulfillment status

Viewing Merge Suggestions

Suggestion Cards

Each suggestion shows a customer with multiple mergeable orders:

  • Customer name - The customer who placed the orders

  • Order count - Badge showing how many orders can be merged (e.g., "3 orders")

  • Shipping address - The common shipping destination

  • Potential savings - Estimated shipping cost savings if orders are merged

Click Show details to expand a suggestion and see the individual orders.

Total Potential Savings

At the top of the suggestions list, you'll see the total potential savings across all customers. This is the combined shipping savings if all suggested merges were completed.

Note: Potential savings are calculated based on your current merge settings. Actual savings may vary depending on which orders you select.

How Savings Are Calculated

Potential savings are based on shipping costs:

  1. Total shipping = Sum of all shipping costs from selected orders

  2. Kept shipping = Highest shipping cost among selected orders (this is kept in the merged order)

  3. Savings = Total shipping - Kept shipping

Example:

  • Order A: $8.95 shipping

  • Order B: $12.95 shipping

  • Order C: $6.95 shipping

  • Total: $28.85

  • Kept (highest): $12.95

  • Savings: $15.90
    ​


Merging Orders from Suggestions

Select Orders to Merge

  1. Expand a suggestion by clicking Show details

  2. Use the checkboxes to select which orders to merge

  3. You must select at least 2 orders

Merge Selected Orders

Once you've selected orders:

  1. Click the Merge X orders button (shows savings amount)

  2. Orders are merged using your Automatic Merge settings

  3. A success message confirms the merge is complete

  4. Merged orders are removed from the suggestion

Suggestion Settings

Configure which orders appear in your suggestions.

Time Range

Filter orders by when they were created:

Option 1: Show orders from the last

  • Enter a number and select a time unit

  • Units: Minutes, Hours, Days

  • Example: "7 Days" shows orders from the past week

Option 2: Orders created between

  • Select a specific date range

  • Use the calendar picker or enter dates manually (YYYY-MM-DD format)

  • Useful for reviewing a specific time period

Additional Filters

Add conditions to further refine which orders appear in suggestions. These work the same as Automatic Merge rules.

Available filters:

Filter

Description

Past order fulfillment status

Filter by fulfillment status (unfulfilled, fulfilled, etc.)

Order financial status

Filter by payment status (paid, pending, etc.)

Shipping address

Filter by province, country, or city

Shipping carrier

Filter by specific shipping carriers

Order tags

Filter by order tags

Customer tags

Filter by customer tags

All items location

Filter by inventory location

Order products

Filter by specific products in orders

Note: By default, only unfulfilled orders are shown in suggestions.

Automatic Bulk Merge

Set up scheduled bulk merging to automatically process all suggestions without manual intervention.

Enabling Automatic Bulk Merge

  1. In the Automatic Bulk Merge card, click Turn On

  2. Configure your schedule settings

  3. Click Save Settings

Schedule Settings

Frequency Choose how often bulk merge runs:

Frequency

Additional Setting

Daily

Every X days (1-365)

Weekly

Day of the week (Monday-Sunday)

Monthly

Day of the month (1-31)

Time Set the time of day when bulk merge should run. Time is based on your store's timezone.

Examples:

  • Daily at 6:00 PM, every day

  • Weekly on Mondays at 9:00 AM

  • Monthly on the 1st at 12:00 PM

  • Every 2 days at 6:00 PM

Next Scheduled Run

When automatic bulk merge is enabled, you'll see the next scheduled run date and time displayed in a banner.

How Automatic Bulk Merge Works

When the scheduled time arrives:

  1. System retrieves all current merge suggestions based on your settings

  2. Each suggestion is processed and merged automatically

  3. Your Automatic Merge settings are used for conflict handling and order actions

  4. Original orders are automatically archived to prevent duplicate merges

  5. Process continues until all suggestions are merged

Important: To prevent the same orders from being merged multiple times, the system automatically archives original orders after merging when using automatic bulk merge. This happens regardless of your archive settings.

Disabling Automatic Bulk Merge

Click Turn Off to disable automatic bulk merge. The scheduled job will be cancelled and no automatic merges will occur.


No Suggestions Available

If you see "No merge suggestions available", it could be because:

  • All recent orders have different shipping addresses

  • Orders don't meet your filter criteria

  • There are no unfulfilled orders in your specified time range

  • Customers only have single orders

Try:

  • Expanding your time range

  • Removing or adjusting filter conditions

  • Checking that you have unfulfilled orders

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