Send To Many offers flexible settings to streamline how your manually uploaded bulk orders are created in Shopify, whether you're handling influencer mailings ("Influencer Seeding") or customer orders ("Corporate Gifting"). These settings give you an incredible amount of control over how your bulk orders are generated in Shopify.
You can set defaults to be applied automatically to all your Sends. You can also update these settings while you're creating an individual Send.
Send Types
Send To Many now organizes settings into Send Types — reusable templates that define how your orders are generated, tagged, invoiced, and processed.
The app ships with several default Send Types (e.g., General Import, Corporate Gifting) to get you started.
You can add, hide, delete, or reorder Send Types to match your workflows.
Enabled Send Types appear on your app homepage and in the first step of a manual send.
Managers and Admins can edit Send Type settings and make changes while processing a send.
Staff users can use Send Types but cannot modify them or adjust their settings within a send.
Send Type Settings
Here are all the current send type settings, with details about the operational or accounting implications where applicable.
Shipping Method
When Send To Many pre-calculates orders, it can query your store and pull back available shipping rates you’ve configured in Shopify or that are returned from other apps and carriers.
Options:
Calculate shipping using the rates on your site: Uses your store’s configured carrier or custom rates.
Free shipping: Waives shipping charges entirely.
Fixed shipping rate: Applies a uniform rate across all orders.
Accounting Impact:
Calculated shipping ensures accurate expense tracking and cost recovery.
Free or Fixed rates simplify budgeting and promotions.
Send Type Uses:
Influencer Seeding: Often uses “Free Shipping” for PR or sample deliveries
Corporate Gifting: Uses calculated shipping for accurate invoicing and expense tracking.
Require Shipping Rates
Enable this option to ensure that a valid shipping rate is selected for all orders in a Send before orders are generated. If rates can’t be calculated, the user will be required to select rates before proceeding to the final step of the process.
Order Revenue Handling
Determines how order totals and payments are handled when we generate child orders into your Shopify store.
When using Send To Many for revenue-generating orders, we strongly recommend working with the accounting member of your ecommerce team to test and confirm that you understand the impact of these settings on revenue and tax reporting.
Options:
Create $0 value orders: Orders have no revenue or tax value (ideal for influencer sends).
Create orders marked as paid using the calculated amount: Orders show standard prices and taxes, marked as paid through the send_to_many gateway.
Accounting Impact:
Consider whether you'll be invoicing and collecting payment in Shopify for orders from this send type. If so, double-counting revenue is a consideration. If you use the "calculated amount" option, your Shopify reporting will reflect both the parent order and the child orders. You can use the "$0" option to avoid double-counting. You can also filter out the parent or child orders out of your reporting based on tags, App = Send To Many or payment method = send_to_many.
Sales tax reporting is another consideration. On the parent order, we have to use a custom line item for the aggregate tax totals to avoid inaccuracies being introduced during the payment process. With the "calculated amount" option, your child orders will show full tax details in a way that can be picked up by Shopify's tax reporting.
Delivery Notifications
Controls how order and fulfillment notifications are sent.
Options:
Suppress all notifications: No emails are sent (to avoid overwhelming corporate customers).
When suppressing shipping notifications, we use a "[email protected]" email address to direct any notifications into a black hole account.
Send to recipients: Recipients receive confirmation and tracking emails.
Send to customer: Notifications go to the main customer email for all orders. The recipient and customer settings also give you the option to send the order confirmation as well.
Use this option with caution since the billing customer may receive 3-4 emails FOR EACH RECIPIENT in the Send.
Product Inventory
You can control whether the orders generated for your Send pull from product inventory in Shopify.
Options:
Take from inventory: Normal inventory management applies. Stock levels adjust automatically.
Take from inventory and ignore out-of-stock: Deducts from inventory but allows orders even if stock is insufficient.
Don't take from inventory: Inventory levels remain unchanged regardless of send quantities.
Order Name Template
You can customize the "order name" used on the generated child orders. You can use a combination of static values like the prefix "STM-" and variables, entered with {curly braces}. Available variables include:
{send_id}: the unique sequential id of the Send in your Send To Many account
{order_name}: when a draft invoice is paid before orders are generated, you can use the Order Name of the order. Note: this will return the draft order name if there is not a paid order for the draft and the send_id if there is no draft order for the send
{row_index}: the sequential number of a recipient as imported from the upload file
{send_name}: the full name given to the send when creating it
{first_name} and {last_name}: the name of the RECIPIENT for each order. Adding this to the order name makes it easier to find orders by recipient name in Shopify search.
Save Recipient Addresses to Customer
If enabled, recipient addresses are saved to the corresponding billing customer's account in Shopify for reuse by the customer in future sends. For large sends, consider disabling this option to prevent dozens or hundreds of addresses from being added to the your customer's account, where they can be tricky to manage.
Order Tags
Automatically applies specified tags to parent and/or child orders created by Send To Many. You can also add tags to all orders in a specific send.
Send To Many also adds a tag to every order generated ("Send To Many #xxxx") to make it easy to view and manage in Shopify's orders page.
Operations Impact:
Simplifies tracking, reporting, and analytics in Shopify. Tags help differentiate orders for accounting, inventory tracking, or reporting purposes (e.g., influencer sends vs. customer orders).
Send Type Uses:
Influencer Seeding: Add tags like “Influencer” or “PR Send” to distinguish promotional shipments.
Corporate Gifting: Add tags like “Corporate Gift” or “Client Order” for internal reporting and analytics.
Invoicing & Payment
For corporate gifting or other paid sends, you'll likely want to use invoicing in Shopify to collect payment for your sends. We give you control over how this works when individual sends are created to avoid scenarios where you unintentionally fail to collect payment before generating numerous orders.
For Send Types for marketing / influencer or where payment has been collected elsewhere, you can disable the invoicing option. You can optionally use aggregate draft orders to manage invoicing and payment collection for bulk sends.
Options:
Use aggregate draft orders for invoicing and payment: Aggregate all orders in a Send into a single draft order for collecting payment.
Require payment before generating orders: This option will remove the "generate orders" button from the final step of the workflow and only give users the option to create an invoice.
Auto-generate orders when draft paid: When requiring payment, you can also automatically generate individual orders when the draft order is completed: invoice is paid, "marked as paid" or a confirmation is sent to business customers who have payment terms with you.
Accept automatic discounts: Applies store-wide automatic discounts to the child orders when we calculate and generate those orders.
Auto-cancel order created by draft when paid: Cancels the draft automatically after payment. This option is one way to prevent parent orders from flowing into accounting or fulfillment workflows, or from inflating revenue when using "calculated amounts" in child orders.
Import Format
In some cases you may want to prevent your staff from using new import formats when creating sends, and accidentally changing column mappings that you've set up.
Options:
Allow any import format: disabling this option gives you the ability to define one specific format import format for uploads, requiring imported column names to exactly match the defined format.
When selected you can choose from an existing format or upload a new sheet to create a new format.
If you only have a single Send Type turned on and this type requires a specific format, staff users will be unable to create sends unless the spreadsheet they are uploading exactly matches the import format. You may want to provide a "general import" format if you'd like them to also be able to upload spreadsheets that don't fit the required format.