Manually processing orders

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Instead of orders being created automatically on the set process day, you can choose to manually trigger the order generation at a time that suits your workflow. This guide explains how to enable manual processing for a delivery round, what happens when baskets lock, and how to process orders manually when you're ready.

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How to Enable

Go to Settings > Delivery Rounds

Click Edit on the round

Toggle on Manual Processing

Click Update Delivery Round

Basket Locking

Baskets lock at 11 PM on the set process day, even with manual processing.

Customers can no longer edit their orders after this time.

A message will display in their basket confirming it's locked.

Manually Processing Orders

Go to Fulfilment > Overview

Unprocessed rounds = orange clock

Processed rounds = green tick

Click the round to process:

Orders are created

Confirmation emails are sent

Payments are taken

What is manual order processing?

Manual order processing is where you can set a ‘delivery round’ to be manually processed rather than have the order generated automatically on the ‘process day’ that Is set on a delivery round. To set up manual order processing on a delivery round navigate to settings > delivery-rounds.

Click ‘Edit’ on the delivery round to change the settings. Then toggle on ‘manual processing’. Save the changes by hitting ‘update delivery round’.

Automatic basket locking

When manual order processing is set on a delivery round - the automation that processes the orders automatically does not take place. Instead the customers basket locks ensuring no more changes take place on that order. The customers basket is locked in the current week until the delivery round is manually processed. Messaging is shown on the customers basket making it clear that no more changes can be made against that order.

The customers basket is locked at 11pm of the ‘process day’ that is set on the delivery round, the same time as normal automated order processing.

You can manually process delivery rounds in fulfilment > overview . Any un processed delivery rounds will appear highlighted in orange with a clock icon. Any already processed delivery rounds will appear in green with a tick.

To manually process a delivery round simply click on the delivery round located at the top of the page. This will then generate all orders associated with that week that are on that delivery round.

This will also trigger ‘order confirmation’ emails as well customer payments for the order.

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The delivery round can only be manually processed when the order deadline has passed which is the ‘process day’ set on the delivery round.