Smart Send Bulk Actions in New Orders

With Smart Send it’s simple to make changes to orders, whether it is one order or multiple orders. In this guide we’ll show you how to apply changes to multiple orders using the Bulk Actions. We’ll cover:

Weight and Dimensions

Scenario: I want to change the dimensions of my parcel to the same size.

 

To change the weight and/or dimensions, select the relevant orders. Once selected you will see the task bar appear at the bottom of the page. There will be a few default actions within this task bar. ‘Dimensions’ is one of these, go ahead and click this.

 

A side panel will appear with an option to change the weight and dimensions. Add either the weight or dimensions, or both, to the form fields. A blue information box will appear to let you know what will change.

 

By default, Smart Send will only apply the changes to orders which have the relevant information missing. If you want to override this and apply this to all selected orders, you must check the box with the label ‘Replace on all selected items’. This is here to make sure any mistakes are avoided.

 

 

Choosing a Service

Scenario: I want to apply the same service to some of my orders.

 

To apply or change the service, select the relevant orders. Once selected, you will see the task bar appear at the bottom of the page. There will be a few default actions within this task bar. ‘Choose a Service’ is one of these, go ahead and click this.

 

The Choose a Service panel will appear. 

 

By default, Smart Send will only apply the changes to parcels which have the service missing. If you want to override this and apply this to all selected orders, you must check the box with the label ‘Apply service to all selected items’. This sits at the top of the page and is there to make sure any mistakes are avoided.

 

 

Phone Numbers and Email Addresses

Scenario: How do I change the phone number for all orders to the same one?

 

To apply or change the phone number (and/or email address), select the relevant orders. Once selected you will see the task bar appear at the bottom of the page. Within this, you will see an ‘Actions’ icon. Go ahead and click this.

 

You will see a list of possible actions. Here you can find ‘Add Missing Email and Phone’. This will show the relevant panel where you can add the phone number or email, or both, to the form fields. A blue information box will appear to let you know what will change.

 

By default, Smart Send will only apply the changes to orders which have the relevant information missing. If you want to override this and apply this to all selected orders, you must check the box with the label ‘Replace on all selected items’. This is here to make sure any mistakes are avoided.

 

 

Creating A Rule

To make using Smart Send easier, try creating a rule with the above criterias. To find out more visit our Rule Manager Guides on how to automate these processes.

 

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