Merge Settings
Merge Settings is where you control the properties of the newly created (merged) order (including Order Properties & Shipping Properties). You can also decide what happens to the original orders (including Actions, Tags & Notes).
There are 3 Types or Merging, Manual merge, Smart suggest, and Automatic merge.
The settings of all three modes are located in this section.
All three share the same settings, there is only one difference, Automatic merge has an extra option to set a delay before merging orders: Specify minutes to wait before automatically merge matched new orders.
Default settings are provided that can be retrieved at any time by pressing the Reset to default button.
In order to save the changes made to the settings, the Save button must be pressed, otherwise, changes won't take effect.
Settings are divided into some sections which are explained in detail:
Order Properties
Preview
Similar items of different orders
Some store managers may prefer to have similar product variants from different orders in separated items in the merged order. This way discounts of different orders are visible in the merged order and no data is lost in the process. On the other hand merging similar items keeps the order's item list clean and the new order would look like a brand new order. Custom items are not merged unless they are completely the same. The following pictures show Keeping Separated and merging options respectively (Pay attention to the Antique Drawers):
Keeping separated:
Merging:
Refund unused shipping rates
Here you can decide to refund unused shipping rates or not. Be aware that only paid orders, which also have a shipping, would be refunded by activating this option.
Mergify doesn't transfer refunds, transactions, order risk, or other financial or order associated data. So you can refund orders using original orders.
Archive merged orders
After combining orders to a new order, original ones could be archived to keep the open orders list up to date, and keep your orders list clean. Original orders can still be used for refunding and other actions related to them. This is the recommended setting.
Cancel merged orders
Original orders can be canceled. This is the absolutely not recommended way of managing merged orders and you should be completely aware of its consequences. According to Shopify rules, Mergify cancels all fulfillments of the order and restocking will not be made. (Archive merged orders must be disabled fot this option to be available)
Canceling orders is irreversible and can't be undone!
Set new order value to 0
If making test orders is not suitable for you, this is the recommended way of using Mergify alongside archiving original orders.
By checking this option, the newly created order would have a 100% discount on the whole order and the customer is not charged again for the items of the order.
This way store analytics would not be affected by the merging process.
The only remaining price would be the shipping line price which is specified by the Shipping Properties settings and all unused shipping rates could be refunded by its regarding option.
To also remove the shipping price, choose Discard All in Shipping Properties.
Note that this will refund all shippings from the original orders.
Combine orders names to make the new order's
Use the original order names and combine them to generate the new order's name.
Make the new order as a test order
This is the recommended settings for creating new orders. The test orders do not have associated transactions, therefore nothing is changed on the analytics, even the number of orders or the average order value (AOV). All items can have their actual prices which are reflected on the shipping slip.
Set new discount code name by combining applied discount codes
Use the original applied discount code names and combine them to generate the new discount code's name.
Shipping Properties
Preview
Recalculate the shipping line of the combined order, instead of importing it directly
There are two ways to get the shipping line for the new merged order that is going to be created.
- You can choose to import it directly from one of the previous original orders.
- You can choose to recalculate it using the shipping rates defined in your shop.
When active, this option will recalculate the shipping line based on your Shipping Rates. The shipping rate is applied from the type of order you choose in the next step.
When you enable this option, this card will change. Then you can choose the desired shipping rate in the next step.
Specify which order should be used for the shipping line
As we mentioned previously, when you create a new order it needs a shipping line.
This will use the original orders' shipping lines for the new order (if you have recalculate disabled).
You can choose the Cheapest, Most Expensive, Oldest, or Newest Order from the original orders.
This will be used for the shipping line of the new order.
You can also Keep All shipping lines or Discard All.
When you merge two orders, shipping costs might get increased or decreased due to different reasons. You can enable Recalculate the shipping line from above to automatically calculate the new combined order's shipping line, using your own shipping rates (Enabling it will change this card as stated above).
Note And Tags Properties
Preview
Note And Tags
Managing orders by tags is a conventional method. In order to differentiate between orders created due to merging, and the original orders, tags and notes can be used. You can decide to whether transfer original order tags and notes to the new order or not. There are four options available:
- adding custom tags to the new draft order
- adding custom tags to original orders
- adding a custom note to the new draft order
- adding a custom note to original orders
These custom tags and notes would be appended to the existing tags and notes of the order.
Activating each option opens an input section with some buttons for dynamic tags. You can use these buttons to add some dynamic data to the tags.
{dynamic-tags}
The {dynamic-tag} would be rendered with actual values when order or draft order is created.
If you choose any dynamic tag related to draft orders and then don't create a draft, nothing will be added.
Original orders' tags and notes have some dynamic tags with data regarding to the newly created order. As described before, pressing the merge to draft button on the dashboard page creates a draft order that provides you with the ability of editing orders. Hence data regarding the new order would not be available before completing the draft order. Tags and notes containing these dynamic tags (new-order-id and new-order-name) will be added to the original order when the draft order is completed.
Notes have similar functionality to tags. Tags longer than 40 characters would be added to the note section instead of tags.
Show more
At the end of this section, there is a Show More button that shows other settings with less importance.
This Section will be Displayed:
Customer Properties
In this section, the customer, billing address, and email of the new draft order are selected from the oldest or the newest order that has these data.
Metafields Properties
Each order has some other data which can be transferred to the new draft order. Custom attributes, Metafields, and localization extensions settings of the new draft order are selected here from these options:
- Keep All
- Discard All
- Oldest
- Newest
