Order Management brings together order rows that haven't been processed yet — you can search, filter, create a batch, or add them to an existing batch.
Steps
- Check the imported data
Confirm that customer, product, quantity, and notes all look correct. - Filter the orders to process
Use search, status, or other conditions to find the order rows you want to sort. - Create or join a batch
After selecting orders, create a new batch or add them to a batch that's still editable.
Notes
- Once a batch is created, further work continues on the batch-related screens.
Limitations
- Orders in a completed or canceled batch can no longer be freely edited.