How to Merge Orders?

Merge eligible orders in VESYL to consolidate shipments, simplify fulfillment, and manage multiple orders from the same customer more efficiently.

VESYL's merge suggestions feature helps you identify orders that may be suitable for merging. You can review the suggested orders, check their details, and confirm the merge directly from your dashboard.

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How to Merge Orders

Step 1: Navigate to the Orders Page

1. Log in to your VESYL dashboard.
2. Select Orders from the left-hand navigation menu.
3. Locate the Merge Orders option in the top-right corner of the Orders page.

Step 2: Review Merge Suggestions

Click Merge Orders to open the Merge Suggestions page.

Here, you can review orders that VESYL has identified as potential matches. The page includes different tabs to help you manage suggestions and review orders that have already been merged.

1. Select the Open tab to view current merge suggestions.
2. Click on a suggested match to review the associated orders.
3. Review the order details to confirm that the suggested orders are appropriate to merge.

Always check the order information before proceeding to ensure the correct orders are selected.

Step 3: Select the Orders to Merge

Once you've identified a suitable match, review the individual orders associated with the suggestion.

Check the relevant order details, including the customer information and shipping requirements, before proceeding.

If the suggested orders are suitable for consolidation, continue to the merge step.

Step 4: Confirm the Merge

1. Click the Merge option for the selected suggestion.
2. Review the confirmation prompt.
3. Accept the merge to complete the process.

Once confirmed, VESYL processes the merge and creates a new combined order.

Step 5: Review the Merged Order

After completing the merge, locate the newly created order in VESYL.

1. Return to the Orders page.
2. Find the new order created by the merge.
3. Open the order to review its details.
4. Check the order information and shipping requirements before proceeding with fulfillment.

The merged order can then be managed through your usual VESYL order fulfillment workflow.

Best Practices & Notes

• Review before merging: Always check the customer and order details before confirming a merge.
• Check shipping requirements: Ensure the orders can appropriately be fulfilled together before proceeding.
• Verify the new order: Review the newly created order to confirm its details before purchasing a shipping label.
• Use Merge Suggestions: Review the suggestions available in VESYL to identify potential opportunities to consolidate orders.
• Check order status: Confirm that the resulting order is in the appropriate status before continuing with fulfillment.