Managing corporate gifting orders on behalf of your clients can be a complex task. It always starts with a spreadsheet of recipients and gifts that needs to somehow get into Shopify. Then, there's address issues, calculating shipping and the order total, somehow preventing the customer from receiving dozens of shipping emails, and finally, keeping track of deliveries.

As a Shopify merchant, providing a seamless experience for your corporate clients is essential. Send To Many simplifies this process by allowing you to better handle bulk gifting orders within Shopify. This guide will walk you through creating a Corporate Gifting order, where orders are processed with payment, ensuring a smooth corporate gifting experience for your customer and a painless process for your store team.

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Send to Many simplifies the entire upload process, starting with your order spreadsheet, whether that's a file your customer sent or a standard template you use for these orders.

In most cases, Send To Many can handle your existing order spreadsheet without any reformatting, so get started by creating a send with your existing order spreadsheet. For more info, here's an article on formatting your order upload file. And here's a sample order upload file (with several upload format options) to test with.

The app comes with several preset "Send Types" to get you started quickly. Use the "Corporate Gifting" option for this walkthrough. See our "Send Type Settings" article for more detail on managing settings.

Give your Send an internal name and add or select a customer.

The app automatically maps as many columns as possible to the required order fields. You can also map your product columns or any additional info like card messages, delivery dates, etc.

Check out our article on formatting your bulk order upload for additional info. Once you've mapped all your columns, we'll save the mappings for the next time you use this upload format.

If you've included one or more product columns in your upload, you can confirm those selections in this step. The app will do its best to find a matching product on your store. If there are multiple matches or no matches, you can select the product those orders should receive.

If there are no products in your upload file, you'll be able to select one or more products to apply to all orders in your Send.

On our paid plans, we'll automatically fix basic errors with your addresses whenever possible. Things like an incorrect state/province code or missing zip code. We'll give you suggestions wherever possible for other fixes that we can't make automatically.

On the Free plan, we'll alert you to missing or invalid information and make it easy for you to fix the issues without having to go back to your upload file.

If you chose "calculate rates", Send To Many queries Shopify to pre-calculate available shipping rates and taxes (if any) for every order in your Send. We'll return a list of all the available rates and let you apply available rates to all orders, either in batches or individually.

You're almost there! Review all the info and settings for the send. You can update Notes, Tags or Additional Details if those weren't uploaded.

This send type is set to require payment before generating orders. Once payment is received, the child orders will generate automatically.

Click "create invoice" to generate a draft order, summarizing all products, discounts, shipping charges and taxes for the Send. You can use this to collect payment from your customer and track overall revenue for the Send. We use custom items in the draft to avoid double-counting your product inventory and/or revenue.

You can also "Mark as Paid" if you're invoicing offline (or for generating a test order). Use the "Send Invoice" option on the draft to direct the customer to an invoice payment page. Or enter a credit card number if you have it.

Once payment has been collected, the orders will automatically generate. Each order takes a second or two to generate. We'll send send a notification email when your Send is complete.

Once all orders have been generated, you'll have a Send Summary page to review all the send info and keep track of order statuses.

If there were any errors generating your orders, you'll be able to fix them right from this page.

You can also download a spreadsheet with status info for all orders in the send:

By following these steps, you can effectively manage corporate gifting orders using Send To Many, providing a seamless and personalized experience for your customers while streamlining your internal processes.