Overview
If you have two orders for the same customer that you want to combine and ship together, please follow the steps outlined below.
Note: Orders must have the same name and post-code for orders to successfully merge. Both orders must also be in New Status.
Steps to merge orders
To merge orders in Mintsoft, please follow the steps below:
Click Orders then Overview.
Search for the customer's name or post-code.
Select the orders that needs to be merged.
From the Bulk Action dropdown please select Merger Orders and click Go.
The selected orders would get merged.
The order number will now display in this format Order 1 + Order 2.
Set up 3PL Client alerts for possible merge orders
If you are a 3PL Database and wish to alert your 3PL Clients of merges, please follow the steps below:
Click Clients then Overview.
Select the client you want set the alter for.
Click Action and then Edit.
Navigate to Defaults tab.
Turn on the toggle for Alert Possible Merge Orders On Import - Match Name and Postcode.
Save the change.
Add user to receive notification for possible merge orders
To select the 3PL Client Users who should receive the notification, please follow the steps below:
Click Clients then Overview.
Select the client you want set the alter for.
Click Action and then Change Notification Settings.
Add a client user to the ConnectNotifications option.
Save the change.