Updating Orders in Bulk

In Craftybase, the Orders section helps you track and manage customer purchases efficiently. This includes updating order statuses and categories in bulk to keep inventory and records accurate.

In this article we'll cover:

• Updating order staus in bulk
• Updating the order category for multiple orders

Order Status vs. Order Category

Order Status

Order statuses track the progress of an order and affect inventory updates:

• Paid: The order has been marked as paid.
• Manufactured: The items in the order have been produced and are ready for fulfillment.
• Shipped: The order has been sent to the customer.

Each status can be updated individually or in bulk to keep your workflow organized.

Updating order status in bulk

Order categories and the Manufactured, Paid, and Shipped statuses can all be updated in bulk from the order list page.

1. Go to your Orders List page.

2. Select the orders you wish to update by checking the checkboxes on the left-hand side of each row.

   

3. Scroll down to the Batch Actions dropdown at the bottom of the list.

   

4. Select from the options in the dropdown, then click the Update button to save the change. Depending on the number of orders to be updated, this action may take a few minutes to complete.

   

Order Category

Order categories help classify your orders based on different criteria, such as sales channels, customer types, or processing workflows. These categories do not affect inventory but can be used for reporting and filtering purposes.

Updating order category in bulk

You can instantly update the Order Category on several orders by using the batch update feature on your orders list page:

1. Go to your Orders List Page
2. Select the orders you wish to update by checking the checkbox on the left-hand side of each row.
3. Scroll down to the BATCH ACTIONS dropdown at the bottom of the list.
4. Select the Order Category from the drop-down menu, then click the Update button to save the changes.

Bulk Update Orders FAQ

1. How long does a bulk update take?

   The time required depends on the number of orders being updated. For large batches, it may take a few minutes to complete.

2. What happens if I update the wrong orders in bulk?

   If you accidentally update the wrong orders, you will need to manually adjust them by selecting the incorrect orders and applying the correct category or status update. There is no "undo" button for bulk updates.

3. Can I update order categories and statuses at the same time?

   No, you will need to perform separate bulk updates—one for order statuses (Manufactured, Paid, and Shipped) and another for Order Categories.

Want to learn more?

• For more information about Orders please visit the following article - About orders.
• If you'd like to learn how to export your orders, you can take a look at the Exporting orders article.
• Are you encountering any issues with orders? Feel free to reach out to us via email at help@craftybase.com or click here.