How to create batch rules (automatic order grouping)
Batch rules decide how orders are grouped into batches, based on:
- Weight
- Volume
- Delivery date
- Location
- Carrier method
- Company profile
Steps
- Go to Settings → Batch optimization
- Click Manage batches
- Click Add batch rule
- Enter:
- Batch name
- Priority
- Status
- 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.
- Choose Batch completion condition:
- ANY → only one condition must match
- ALL → all conditions must match
- Add batching conditions such as:
- Max orders
- Weight range
- Volume range
- Delivery date grouping
- Country/state/city/zip
- Company
- Carrier method
- Click Save
For example:
Batch: “Sydney Express – Same Day”
- Condition:
- Location = Sydney
- Delivery date = today
- Weight ≤ 50kg
- Completion:
- ANY (location OR date OR weight triggers grouping)
Orders from Sydney choosing same-day delivery will automatically fall into this batch.
Understanding order statuses (important for batching)
Orders go through statuses when they enter a batch:
| Status | Meaning |
|---|---|
fulfill_hold |
Order locked while waiting for batching |
unfulfilled |
Ready for warehouse |
closed |
Order delivered |
cancelled |
Order invalid or removed from batch |
Example:
When a new order is placed, the app first sets it to fulfill_hold so it won’t be fulfilled by mistake before batching completes.