Order for Multiple Recipients

To send a customer order to multiple destinations, such as a gift order for different recipients or a wholesale order for different customer locations:

Create Shipments

  1. Create the order or purchase order as usual.
  2. Change the order state to Close or Complete.
  3. After adding items, select the Shipping Boxes button at the bottom right of the page, in the Actions section.
  4. Drag the little number box from the Pending Shipping column on the left to the +Add Shipping button on the right. It will create a shipment for that item.*
  5. Add the recipient’s Address for that item and any Shipping Notes (such as wording for the note on the gift basket or shipping details).
  6. If you use our EasyPost integration to create shipments with the carriers, select the icon on top (near the printer icon) to open Order Service in a new tab. Create the shipment as usual. The tracking number will appear at the top right.
  7. To add other items to that shipment, simply drag them from the left into the same shipping box on the right. To add other items to a new shipment, drag them from the left to the +Add Shipping button under the last shipment.
  8. Save.

Track Shipping

To track the shipments and update where they are in the process:

  1. From your dashboard, go to Transactions > Shipping. You’ll see a bird’s-eye view of all the shipments created.
  2. Find the shipment you want to update and select the dropdown in the Workflow State column. You can select whether it’s up to Packing – Ready 4 Pickup – Shipped – Delivered/Picked Up.

On this page you can also print invoices, print labels and more.

* By default, it will create a shipment for one unit at a time and you can adjust the Quantity on the right. To change the default to the full qty ordered for that item (i.e. it automatically creates a shipment for all 10 Medium Baskets in the order, instead of one at a time, go to Pages Setup / Manage Txn Shippings and uncheck the box for Add Only 1 On Drag.