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Automatically combine orders from the same customers when they are imported
Posted by OSOP Support, Last modified by Beth Rose on 15 August 2018 08:31 AM

The following guide explains how to automatically combine orders from the same customer when they are imported into One Stop Order Processing.

This feature is available in the Premium and Enterprise subscriptions of One Stop Order Processing.

Some selling channels (such as Ebay) will automatically merge orders if they are for the same customer when they are paid for at the same time. However, orders that are paid for separately, or are from different selling channels are treated as separate orders. (Premium and Enterprise versions)

In One Stop Order Processing, you can set up a task when you run an import to automatically combine orders when they have a certain detail in the order that match. You can choose from the following:

- Customer Name

- Company

- Address Line 1

- Post/Zip Code

To set up this task, go to the Import Orders dialog and click on the 'Setup Tasks' button as shown below.

One Stop Order Processing Set Up Import tasks

At the bottom of the Order Processing Tasks dialog tick the 'Automatically combine orders' option and click on the 'Settings' button.

One Stop Order Processing Tasks

The options below allow you to choose which fields to compare in orders to see if they can be merged into on order.

This option can also combine orders from different selling channels and even update the shipping details on the relevant web sites

Order Fields to Check

These are the fields that should match if orders are to be combined. You must select at least one of the fields to compare. When the order details are compared all the ticked fields must match to be able to combine the orders.

Actions to Take when Orders found

You can decide to combine any matched orders, Change the colour of the combined order(s) and Include details of what orders have been combined (or could be combined) in the Notes fields of all the relevant orders.

One Stop Order Processing Automatic Order Combining

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