How to process multiple orders in a batch

In Click & Drop, orders are grouped into batches to make them easier to process and manage. Batches can contain between 1 and 500 orders, and allow you to save time by performing actions on more than one order at once. 

Batches can be created in two different ways:

  • One or more orders can be manually placed into a new batch
  • When you apply postage or generate labels for one or more orders, those orders will be automatically placed into a new batch.
  • For Online Business Account customers only, when you manifest one or more orders, those orders will automatically be placed into a new batch.

How to create a batch manually

To manually create a new batch for your orders, you will first need to go to your 'Orders' page. Click the 'Orders' link from any page within Click & Drop.

From your orders page, select one or more of your orders in 'New' status by checking the buttons at the left hand side of each order line, as shown:

Please note that the 'Manifested orders' tab is only visible for Online Business Accounts. 

Click the drop down box, and from the list of actions, select 'Create batch', and then click the 'Go' button.

Click & Drop will assign a batch number to your orders. If you click the batch number, you will be taken to the batches page where you can continue to perform actions on the orders in the batch if you wish.

How to view your batches

To view your batches, Hover your mouse pointer over the 'Orders' link from any page in Click & Drop, and a drop down menu will appear. Click 'Batches'.

You will be taken to your 'Batch history' page, where all of your past and present batches will be visible. 

The Batches grid consists of several columns that provide information about each batch:

batches_new.png

Batch Number: This is the unique number for each batch.

Generation date: The date and time when the batch was created.

# Orders: The number of orders the batch contains. We recommend you process as many orders together as possible. This makes performing actions on your orders quicker, and helps you keep track of your orders. 

For Online Business Account customers, you may be eligible for bulk discounts if you manifest multiple orders at once.

Generated by: This is the name of the user that processed the orders in the batch.

Status: The status of all the orders in the batch. The statuses can be 'New', 'Postage applied', 'Label generated', 'Despatched', 'Manifested' (Online Business Account customers only), or 'Mixed' (where orders in the batch are not all of the same status).

Available actions: When hovering over the batch number of the batch that you are wanting to perform actions on, you should be able to see and click on the suggested next action. Click the three dots on the right side of the box to reveal all other available actions.

batch2.png

Multiple batches can be selected using the checkboxes on the grid. When selecting either the suggested action or an action from the dropdown, it will be performed on all of the selected batches, enabling the quick processing of a large number of orders. Please note that the available actions will be limited to those that can be performed on all selected batches based on their current statuses.

Viewing batch details

When selecting a batch, a new tab will open in the Batches interface displaying the details of the individual orders within the batch. If you wish for the tabs to remain open whilst you navigate between them, please click the pin icon in the tab or, using the three-dot menu immediately to the right of your tab, you can pin or unpin all open tabs.

tabs.png

 

For Online Business Accounts, your next step is to manifest your orders. 

For Personal accounts, the next step is paying for your orders. 

 

Is Click & Drop working well for your business?  Check out our other offerings:

These solutions are designed to propel your business efficiency and enhance customer satisfaction.