Use the Batch feature in Ollie to apply the same action to multiple orders at the same time. You can batch:
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Drafted orders, changing them to Accepted
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Accepted orders, changing them to Shipped
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Shipped orders, changing them to Delivered
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Delivered orders, changing them to Posted
Additional batch options enable you to:
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Generate Reports
Selecting this option will generate the following with the orders selected:
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LDB Batch Report
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Sales Detail Report
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Sales Summary Report
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Sales Expanded report
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Sage50 Report
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Correlate the Doc60's into one PDF file
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Charge multiple orders
Selecting this option will trigger will attempt to change the payment status of all orders included.
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For customers with "Offline Payments" as their preferred payment method, it will change the status of orders from unpaid to paid (without actually applying a payment via a Payment Gateway in Ollie). For any orders you select that have Offline Payments as their preferred payment method, you will want to ensure you have already collected payment offline
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For customers with "Credit Card" as as their preferred payment method, it will automatically trigger charging of the preferred card on file under the customer's details. Note: if multiple cards are on file, you first want to ensure the card starred is the card you want to charge, if not, you can either manually charge the card you would like to charge, or change the star. If payment cannot go through, you will be advised.
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How to Batch Orders
To batch orders, simply go to the main order index by clicking Orders on the left hand bar.
From there you can use the Filters to narrow down the type of orders you are wanting to batch together (filter by warehouse, order status, date range etc).
To action a batch, select all the orders you would like to group together to perform the same action and then click the button to the left of Ref # which will open up a drawer of options. You may also use the filters tab to filter out for all the Orders you wish to Batch Action.
Select the type of batch you would like to perform and it will automatically action the batch and save it under the batches tab on the left hand bar for easy access and organization.
Pro Tip: The orders index defaults to twenty (20) orders per page. If you need to batch more than that, you can scroll to the very bottom of the page and change that number to one that will cover all the orders you need to include in the batch.