Instructions:


So you managed to create a batch, which you learned in the previous tutorial on creating a batch. Hooray! Now, however, you might want to know how you can add your orders to the batch. There are a few ways to do that, which we will delineate here. 



Follow the steps for "Import Orders" if you are importing the orders yourself 


or


 for "Marketplace Orders" if you are importing through a marketplace (Cratejoy for example). 




Import Orders


Step 1: Prepare Your Spreadsheet. The spreadsheet should be compliant with the import orders template to ensure that all pertinent information is imported. Under Item SKU, it is imperative to enter a SKU that does *not* already exist in the system. What we recommend, for instance, is just creating a generic Subscription Box SKU for your product. So, for instance, if you sell a box called the "Booya Box", you would want the Subscription SKU to be called something to the effect of "Booya Box Subscription". More on this in a moment. 





Step 2: Go to "Import Orders" in your Shipmonk account. 




Step 3: Import the orders by copying and pasting the columns and rows containing orders (note: do not import the headers) into the area that says "Paste Data". Follow the instructions on the page to ensure that the columns are mapped properly. You can also upload a CSV file once its formatted properly by either clicking "Upload CSV" and selecting the file, or dragging and dropping the file into the "Upload CSV" box. Note: if you encounter errors in required fields, the background will appear orange. 





Step 4: Click "Next" once you have assigned all columns. Your orders will now be imported and will be in "Action Required!" 



Step 5: Go to the "Action Required" section of your "Orders" tab and find the product in question. Note that it is "Invalid" due to the fact that the SKU is not mapped. Recall your previous lesson on mapping. What you want to do is click "Subscription Box" here, which will flag all orders with that SKU as "Subscription Boxes". 



  

Step 6 You will now have a "Subscription" tab on your orders page.




Step 7: Go to this tab; you should only need to deal with the orders you just imported. 



Step 8: Select all of these orders. You will see your created batches on the right hand side of the screen. Find the appropriate batch and click the "Add Orders to Batch" button to add each of these orders to the batch. 




Marketplace Orders (Cratejoy, Shopify, etc.)


Step 1: Go to the "Action Required" section of your "Orders" tab and find all the orders that have been directly imported from Cratejoy or another marketplace due to your integration. Note that all of these imported orders are invalid because the SKU is not mapped. Recall your previous lesson on mapping. What you want to do is click "Subscription Box" here, which will flag all orders with that SKU as "Subscription Boxes"




Step 2: You will now have a "Subscription" tab on your orders page. Go to this tab.




Step 3: On this screen, you can apply the needed filter to get the orders you are looking for. Most popular filters: 

- Period (this will help you filter by the batch period, just like you can filter directly within Cratejoy)

- Subscription Product (here you can filter by SKU)

- Subscription SKU (here you can filter by SKU)

- Sub Cycle (here you can filter by subscription cycle)

- First Customer Order (you can filter whether it's customer's first order)



Step 4: Once you filter based on the criteria that fit your batch, you can select all of these orders that you just filtered. You will see your created batches on the right hand side of the screen. Find the appropriate batch and click the "Add Orders to Batch" button to add each of these orders to the batch. 


And you're all set! Your orders are now in the batch. You can repeat this step for all the batches you just created. 

This concludes the order batching tutorial.