Bulk processing

On this page

• Club & futures 
• Enable futures

Bulk processing allows you to process multiple orders at once and can be used for club orders and futures orders.

Club & futures orders

Bulk processing can be used for club orders and/or futures orders.

1. Log in to your CompleteDTC account.
2. Click "Orders" in the top navigation bar.
3. Go to the "Bulk Processing" tab.
   For further explanation on the table, click here.
4. Using the "Bulk Filters" on the right, select if you would like to process orders for all clubs or a specific club. Select any other necessary filters:
   1. Line items changed: did the customer customize their order or not
   2. Confirmation status: has one of your team members confirmed the customer's order or not
   3. Payment status:
      • Zero-balance: order paid in full
      • Non zero-balance: order not paid in full, includes orders with or without credit card issues
      • Non zero-balance/no cc issue: order not paid in full without credit card issues
      • Decline
   4. Destination: filter by state order is shipped to
   5. Ship method: taken, pick up, delivered, or other shipping method
   6. Shipping status: where the order is within the shipping process
   7. Club shipment notes: has notes, does not have notes
   8. Compliance status: any, compliant, not tested, compliance issues
   9. Name: customer name
   10. Dated: before or after a specific date
5. All items in the filtered/unfiltered list will be automatically selected. Deselect all items but clicking the red circle in the third column or uncheck specific items.
6. To choose a shipping method of all selected items, click on the dropdown next to "Change selected order from Pickup to" at the bottom of the page.
   
   AND/OR
   
   Use the Bulk Actions box on the right to complete actions on all of the selected orders. Once you have chosen an action, click "Take action"
   1. Check compliance: checks for quantity limits
   2. Charge & Confirm
   3. Unconfirm
   4. Submit to shipper
   5. Print packing slips
   6. Print labels

Enable futures

Use futures for products that are have not yet been bottled.

1. Log in to your CompleteDTC account.
2. Click the settings icon in the top right corner to access the configuration menu.
3. Under "Configuration", choose "Settings".
4. Within the "Catalog" section, click "Allocations & Futures".
5. Toggle on "Allow sale of Futures?" and "Enable bulk processing of open futures?".

Related topics

Open orders

Find orders