Pushing Product into Orders


Adding products to orders that were not active and/or not marked as Supplied when the orders were generated




Step 1: Update Product Rules

Review your rules to make sure all of the products have a minimum quantity. This is the quantity that will be pushed into the orders. 

  1. Click Activities in the left menu.

  2. Go to Administration → Catalog → Rules

  3. Edit and confirm each of the products are in the Rule with a minimum quantity.

  4. If you have multiple rules for your customers with different minimums, remember to verify these also.

Step 2: Update Orders

This step updates orders with the missing products

  • Click Activities in the left menu.

  • Go to Orders → Update Orders.

  • By default all Contacts will be included or select as needed

  • Select the order date

  • Action type is Push Products

  • Select the products

How should quantities be applied?

  1. Ensure at least the quantity is on the order

    1. If the order previously had a smaller amount it will be increased

  2. Add the quantity to orders that do not have this product

    1. Only affects orders that are not already receiving the product

    2. Select products that will have the same quantity

    3. *Donuts typically will have a different quantity than Munchkins

  3. Use rule minimums when available, otherwise use the (optional) quantity as a fall back quantity

    1. Rule minimums override the fallback quantity when rules exist

  4. Enter quantity


 Note: Special orders will not be affected. Rules are always applied if the item is new to an order, regardless of the selected option.

  • Update Orders


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