Automatically generate orders when payment is received for a Send

Ability to automatically generate a Send when payment is received on the aggregate draft order generated for the Send.

• When creating a Send, select an option to automatically generate orders when payment is received on the aggregate draft order related to the Send.

• Orders will be automatically generated with these actions on the aggregate draft order:

  • Mark as paid (draft payment status = Paid)

  • Collect credit card (draft payment status = Paid)

  • Payment on an invoice sent to the customer from the aggregate draft order (draft payment status = Paid)

  • Draft is set to "Pay Later" and approved by admin or by the client (draft status = completed)

A few considerations when auto-generating orders

• Send To Many aggregate draft invoices do not hold inventory.

  • If inventory may be an issue for a Send, be sure you have inventory in stock or have the inventory setting on the Send set to ignore out of stocks.

  • If the Inventory Handling setting on the Send is set to "take from inventory" and product is not sufficient for the whole send, we will generate orders until all inventory is used and the remaining orders will error out.

  • You can see these errors on the Send Summary page. You can retry the incomplete orders after replenishing inventory or changing the inventory setting to ignore or don't take from inventory.

Other updates

• When choosing to treat each recipient in the Send as the customer, you must include an email address for each row of your import. Shopify can't create a customer without an email address

• Fixed address validation issues with New York borough names

• Updated formatting of tables for mobile users of the app