How to future date your orders (Online Business Account customers)

 

There may be occasions where you wish to prepare your orders and parcels, but deliver them on a later date. This can be done by creating future dated orders and batches.

If you want to have the ability to do this, please send your account number and your Click & Drop login email address to clickanddropsupport@royalmail.com. Once the update has been made to your account, they will let you know.

 

How to apply a future date

Once the change has been made, when applying postage to your orders, you will see a new field, 'Planned despatch date' under ‘Step 4. Confirm and Submit’:

Image

In the ‘Planned despatch date’ field type the date that you are planning to despatch your mail on, or select the date from the calendar that will appear:

Image

You can now apply the postage and generate labels as usual for one or more future dated orders.

 

How to manifest future dated orders

The easiest way to manifest your future dates orders is to do so from your 'Batch History' page. Hover your mouse pointer over the 'Orders' link from any page in Click & Drop, and a drop down menu will appear. Click 'Batches'.

SelectBatches.png

You can add a filter to your 'Batch history' page to display your batches by the date they are due to be manifested.

Click on the cog icon on the top right of the column headers. This will allow you to select the columns you wish to view.

Image
Check the button beside ‘Manifest date’. This will add a new column to your ‘Batch history’ page, and will allow you to view your batches by the date they are due to be manifested.

Image

To filter the view to that you see only your future dated batches, click the ‘Future dated batches’ button.

Image

Your future dated batches will now be visible by their date:

Image

Please note that If needed, you can manifest the batch earlier than the planned date. Otherwise, the batch will be automatically manifested on the correct date by the auto manifest feature. If you have the auto manifest feature switched off, you will need to manifest these orders manually on the planned date.
 

To manifest your future dated orders, click ‘Orders’ and then ‘Batches’ to go to your ‘Batch history’ page.

Click on the cog icon on the top right of the column headers as shown:

Image

Now, simply click on the column header name so that a tick appears against ‘Manifest date’. This will add a new column to your ‘Batch history’ page, and will allow you to view your batches by the date they are due to be manifested:

Image

To filter the view to that you see only your future dated batches, click the ‘Future dated batches’ button as shown:

Image

Your future dated batches will now be visible by their date:

Image

Please note: if needed, you can manifest the batch earlier than the planned date, otherwise the batch will be automatically manifested on the correct date by the auto manifest feature. If you have the auto manifest option switched off, then you will need to manifest these orders manually on the planned date.