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What Happens After You Click "Process All Orders" in Send To Many?

What Happens After You Click "Process All Orders" in Send To Many?

How your bulk upload multi-recipient orders look in Shopify

Updated this week

Clicking “Process All Orders” in Send To Many can feel a bit like launching a rocket—exciting, but nerve-wracking. If you’ve ever used Mailchimp, you might remember their famous “Prepare for launch” button animation, complete with a chimp hand hovering over the send button. If you paused too long before clicking send on your email campaign, the hand would start sweating and shaking.

Screen Shot 2015-01-30 at 18.29.14

That’s exactly how it can feel when you’re about to process dozens or even hundreds of Shopify orders in one go!

Send To Many is designed to make this process stress-free and painless. Here's everything you need to know about what happens when you "Process All Orders" so you can click that button with confidence.

Orders are created in Shopify

Once you click “Process All Orders” on the Review, Send To Many will generate all the individual orders in your Shopify admin, one for each recipient. These orders will be:

  • Linked to your customer (if applicable): Orders will reflect them as the customer you selected as the billing customer and will show up under their customer account in your shop.

  • Have an order email that reflects your selection: if you set notifications to go to the recipient or the customer, you'll see those as the order email. If you suppressed delivery notifications, you'll see a "[email protected]" email address. This is a "blackhole" account to receive and delete all notifications.

  • Populated with the correct recipient details: Each order will have the recipient’s name, shipping address, and any additional notes and tags provided in the upload.

  • Marked as Paid: The orders will all be marked as paid, with a $0 product cost and total value or the calculated subtotals and totals, based on your "order generation" option selection. These orders will be reflected in your reporting with a payment method (gateway) and sales channel of "Send to Many". You can filter these out of reporting using either of those options.

Where to find your orders:

You can find a summary page for each Send in the app under "Send to Many > Sends". Each order will be linked to the order in Shopify. If there were any issues that prevented orders from being created, you'll see those orders and be able to edit and retry them as necessary.

The "View in Shopify" link will take you to the Orders page in Shopify admin, filtered to the orders from this Send. You can also export a full list of the orders with their fulfillment status, delivery status and tracking information, once those have been populated.

You can also find all Send to Many orders in Shopify Admin > Orders, filtering on "App = Send To Many”.

If you generated an aggregate draft order

If you used the Generate Aggregate Draft feature before processing a Paid Send, a single draft order was created to collect payment. It contains summary line items for product subtotal, tax and shipping, with discounts summarized in the order discount line. The summary lines are custom items, so that it doesn't "double-dip" on inventory.

This draft order is where the revenue for this order will show up in Shopify. Use it to collect payment from your customer or use "Collect Payment > Mark as Paid" to ensure it gets reflected in revenue totals.

You can manually edit or deleted any of the custom line items if you need to adjust how the revenue is reflected in your store. You can also delete it entirely if you don't need the revenue to be tracked in Shopify.

What happens with fulfillment?

After processing, orders will behave just like any other Shopify orders, based on your store configuration.

If you are using an external fulfillment partner or a shipping app, your Send To Many orders should flow into those systems, just like a regular store order would. If your store requires specific shipping rate names, tags, notes or additional details included to trigger fulfillment, make sure these are set up in the Send options or in the upload file.

If you manually fulfill orders, you can create shipping labels as you normally would with any store order.

Need to make changes to orders?

If you need to update an order before it’s fulfilled, you can manually edit it in Shopify.

If an order needs to be canceled, you can do so from the Send Summary page.

In the worst case scenario, if you need to delete all the orders you generated, use the "View in Shopify" button on the Send summary page to filter just those orders, then select all the orders you just generated and select "Cancel orders" from the "..." selection menu.

🚀 Your Shopify bulk order with Send To Many is now complete!

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