Splitting an order allows you to move specific products from one order to a new separate order.
Steps to Split an Order:
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Navigate to the Order:
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Locate the order containing multiple products.
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Identify the products that need to be split into a separate order.
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Access the Split Order Function:
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Scroll to the top of the screen.
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In the top-right corner, find Action.
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Click More Actions and then select Split Order.
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Select Products to Move:
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A pop-up will appear displaying all products within the order.
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Select the products to move to a new order by clicking on them.
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In this example, all Berlin products will be moved to a new order, while Oslo products will remain on the original order.
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Confirm the Split:
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Click the Split button.
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Traede will now create a new order containing the selected products.
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Verify the Orders:
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The newly created order will now contain only the selected products.
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Navigate back to the original order to confirm that only the remaining products are listed.
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How to Merge Orders
Merging orders consolidates multiple orders into a single order under the same customer.
Steps to Merge Orders:
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Go to the Order List:
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Locate the orders you want to merge.
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In this example, we are merging orders 1187 and 1189.
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Select Orders to Merge:
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Click the checkbox next to the orders you want to merge.
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Under the Action menu, select Merge Orders.
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Choose the Primary Order:
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A list will appear showing all open orders for the customer.
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The system will automatically mark the orders that can be merged.
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In the "Keep" row, select the order that will receive all merged products.
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In the second row, select the orders that should be merged into the primary order.
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Confirm the Merge:
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Click Merge.
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The merged orders will be consolidated into the primary order.
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Verify the Merged Order:
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The order that was merged into the primary order will disappear.
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Navigate to the retained order to ensure all products have been correctly transferred.
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The Order Timeline keeps track of all changes for reference.
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Additional Notes
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Always ensure that the correct products are selected before splitting or merging an order.
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Use the Order Timeline to review changes made to any order.
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Labels and descriptions can help organize orders effectively within Traede.
By following these steps, you can efficiently manage orders in Traede by splitting or merging them as needed.