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Batching orders (manual & Best Match)

Group orders into batches to process and assign them together

Batching combines orders into a batch you assign to a carrier and then fulfil.

Ways to batch:

  • Manually - tick the orders you want and batch them together.

  • By group - use Group by to cluster like orders (e.g. same carrier), then batch each group.

  • Best Match (Smart Batch) - let PDQ group orders into the most efficient batches for you. [confirm exact control name in current UI]

  • Automatically - a Quickflow can auto-batch/assign orders as they arrive.

Once a batch is assigned to a carrier, its orders move to the Fulfil screen.

Tip: if an order needs more than one box, split it before batching - packages lock once the order is batched (see Adding another package).


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