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Merging Orders to the Same Customer
Merging Orders to the Same Customer
Nathan Huppatz avatar
Written by Nathan Huppatz
Updated over a week ago

If a customer places more than one order you may want to send them in one consignment to save shipping costs. ReadyToShip can identify orders which have:

  • The same address.

  • The same customer name.

  • Use the same shipping service

and merge them into a single consignment.

You can enable this behaviour for a carrier in Settings ⇒ Carriers ⇒ (your carrier) ⇒ Settings with the Merge Customer Orders option.

Merging Orders

Orders are merged when they are added to a Shipping Run. Click on the tab for the run and you will see merged orders with an icon like this:

Selecting one order will select all of the orders in a merged group.

The merged order will be treated as a single consignment where:

  • The weights are combined.

  • Dimensions are calculated based on the products in both orders

  • "Packages" details will be displayed the same on each order that has been merged so entering custom package details on one of the orders will update the group of orders. 

Unmerging Orders

The merging will be cancelled if you:

  • Remove one of the orders from the run.

  • Change the address or customer name in any way. For example, you can unmerge orders by adding a full stop to the street address of one of the orders

Watch out for...

The merge process is fairly simplistic so you need to be aware of unexpected behaviour. 

Name and address matching is exact

ReadyToShip decides to merge orders based on the name, address and the shipping carrier/service selected. They need to match exactly to qualify for a merge and we are conservative about this to avoid shipping to the wrong address. An extra space on the end of the address of one order or one address using Street while the other uses St will stop the orders merging.

If it is looks like an order should merge but it doesn't, check the orders for slight differences in the name and address. A stray space character or different capitalisation will not merge. 

Follow the standard workflow

If you follow the standard workflow where you:

  • Add orders to a run.

  • Print labels.

  • Create a manifest.

  • Notify the store of the shipped items.

  • Clear the run by removing the completed orders.

it should go smoothly, but you need to be careful if you are adding orders to an existing run.

  • If you add an order to an existing run and there is already one for that customer, it will merge. This may well be the behaviour you want, but be aware this will happen.

  • If you have already printed labels or manifested some orders in the run and you add some more orders, the new orders may match an order already in the run and merge with it.  
    This is probably not what you want - you will end up shipping an item twice.

Warning signs for bad practices

If you find shipping runs are hanging around forever you should look at our articles on suggested workflows. 

Normally a shipping run only exists for a short time while you are processing a day's shipments. You may be able to get more out of ReadyToShip if you tweak your shipping process.

If the shipping run is permanent, with orders coming and going, it can be hard to tell if an old order has been processed. Merging orders, in particular, can behave unexpectedly if you work this way.

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