Merge Orders

Introduction

Yoplanning.pro offers an essential feature to optimize your order management: order merging. This feature allows you to group multiple orders into a single order, thus facilitating administrative and financial management.

What is this feature for?

Merging orders is designed to simplify the management of multiple transactions involving the same customer or group of customers. This is particularly useful in cases where multiple bookings are made separately but must be treated as a single set for billing or organizational reasons.

Steps to access the order merge feature

1. Access the command list

• In the left menu, click on "Commands" to display all existing commands.

2. Select the orders to merge

• Use the available filters to search for the relevant orders.

• Check the box to the left of each order you wish to merge.

3. Start the merger

• As soon as two or more orders are selected, a "Merge" button appears in the top right corner of the screen.

• Click "Merge" to unify the selected orders.

Usage tips and best practices

• Pre-check: Before merging orders, verify that the details of each order are correct and complete. This includes information about the participants, sessions, and products involved.

• Caution: Merging orders is an irreversible action. Once orders are merged, you will no longer be able to separate them. So make sure you need this action before performing it.

Common Problems and Solutions

• Problem: Orders Not Selected Solution: Make sure you have at least two orders selected before attempting to merge.

• Problem: Incompatible Orders Solution: Some orders may not be eligible for merging due to their validated invoice status for example.

Conclusion

Order Merger on Yoplanning.pro is a powerful tool that facilitates administrative and financial management by consolidating multiple transactions into a single transaction. This feature is particularly useful for consolidating multiple bookings related to the same client or group of clients, ensuring clearer invoicing and better organization.

However, since this action is irreversible, it is essential to carefully check order details before merging them. By following best practices and resolving any issues encountered, you can optimize your management while avoiding errors.

By following these steps and tips, you will be able to efficiently manage order merging in Yoplanning.pro, thus improving the administrative and financial management of your activities.