Create a Batch

Batches enable you to gather incoming orders into bundles whenever you like. For instance, you might create a batch at noon each day, and hand those orders off to your shipping clerk, to go out that afternoon. You can also process the orders, run reports, export data, and delete orders by batch.

Batches can be named in any way that works for you. Batches will be listed in order by date.

When you create a batch, all the unbatched orders for the store will be included in the batch. Once you create a batch it is closed. Any new orders that come in will be unbatched, and will go into the next batch.

You can view, edit, and process the batched orders from the Process Orders screen for that batch.

If your business charges customers credit cards when the orders are processed (an option you set up under Payment Configuration), you would first batch the orders and then process them.

Creating a Batch

Under Order Processing, in the left navigation area, click Create Batch. If no orders have been placed since the last batch — that is, if there are no unbatched orders - you will see a message indicating there are no new orders.
Enter the name for the batch.
Click Create.

You can run a batch report as many times as you would like until you delete the batch.