Dashboard
The Dashboard is the main page, it contains statistics, manual merge, auto-merge activation, database sync, and last blog posts.
Statistics
On the top, three cards show numbers related to the app's actions.
Mergings Count shows all mergings done by Mergify. Total Refunded Shippings reveals how much excess money you have refunded to your customers and made their days better!
Total Refunded Shippings is not the total amount of money you have saved using Mergify, specially if you have decided not to refund the extra shipping amount.
Each plan provides some free mergings. When you use 1 free merging, that free merging will be regained after 30 days. Reinstalling the app doesn't affect this number. You can upgrade your plan if you sense the need of a higher capacity.
Manual Merge
There are 2 options available when using manual merge:
Merge To Draft Order
Creating draft order gives you the ability to change all properties of the newly created order on the draft orders management section of the Shopify admin, and every aspect of those orders will be under your control. Draft orders also work as a preview for creating orders directly whether manual or automated. By clicking the Merge To Draft Order button, the request will be processed and a draft order based on the selected orders and settings specified on the settings page will be created.
Completing draft orders may disrupt store inventory if you track products inventory on Shopify.
Merge To Order
When settings are approved by creating draft orders and you are satisfied with the results, you can use the Merge To Order button to merge selected orders directly. Using this button does not affect products inventory.
Archiving, canceling, and refunding orders are only performed when using Merge To Order button. Creating a draft order only works as a preview. Only specified tags, notes, and metafields are transferred to the result order by completing the draft order.
Selecting Orders
Manual Order Selection
This card has an input to select the orders you want to merge. Orders selection is by writing the order name and selecting the order.
Input has auto-complete functionality that shows all matching order names. In each row, an order data displays:
- Order name
- Customer Name
- Payment Status
- Fulfillment Status
- Order creation date
- Order price
Selecting each order adds its tag number on the top of the input. Removing orders is done by clicking the x sign on the tag or unchecking it on the auto-complete menu.
Selecting Orders From Order Management Pages
Selecting orders can be done using buttons in Shopify admin. There is an Add to Mergify button available on each order details page by clicking on the more actions button.
There is also an Add to Mergify button on the orders management page under the More actions button in the bulk editing mode.
Auto Merge Activation
By activating auto-merge, orders are merged immediately with previous orders of the same customer with the same shipping address when they are created. Before activating auto-merge, make sure to:
- Check auto-merge merge settings page.
- Add necessary rules and conditions in filtering rules page.
You can activate auto-merge from Dashboard.
When auto-merge is activated, all suggestions displayed on the "Smart Suggest" page are merged immediately. make sure to add tags to orders and exclude them using filtering rules, if you don't want to merge existing orders.
Sync Orders Button
Mergify keeps track of all orders to have updated data. Every time an order is created or canceled/archived/fulfilled, our database is updated and only open and unshipped (at least 1 line item should not be fulfilled) orders which are created at most, 2 months ago are suggested in the orders selection section.
Sometimes, you may figure out that some suggested orders are not correct and app data should be updated. Sync Orders button is provided to send an update request to our server. This process can be time-consuming. After pressing this button, the app reloads so the changes can take effect.
Last Blog Posts
Updates and changes to the app are explained in the blog. The last three posts of the blog are displayed briefly on this card.
