How to create batch rules (automatic order grouping)

Batch rules decide how orders are grouped into batches, based on:

Steps

#1. Go to Settings → Batch optimization

#2. Click Manage batches

#3. Click Add batch rule

#4. Enter:

#5. Batch threshold: choose how the system decides when a batch is “ready” to process. You can set one or more thresholds:

Orders threshold – batch becomes ready after reaching a certain number of orders.
Weight threshold – batch becomes ready after reaching a specific total weight.
Volume threshold – batch becomes ready when the total volume is reached.

#6. Choose Batch completion condition:

#7. Add batching conditions such as:

Weight/Order/Volume thresholds
Company batch (Note: Shopify Plus only; works for B2B customers. For non-B2B customers, create a batch rule without the Company condition)
Geographic zone
Desired delivery date (Note: Shopify Plus only)
Carrier method

#8. Click Save