Merge Orders
Yoplanning.pro offers an essential functionality to optimize the management of your orders: order merging. This function allows several orders to be grouped into one, thus facilitating administrative and financial management.
What is this feature for?
Order merging 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 need to be treated as a single set for billing or organizational reasons.
How do I access the order merge functionality?
Access the list of commands: From the left menu, navigate to the "Commands" section to view the list of existing commands.
Select orders to merge: Use the available filters to find the orders you want to merge. Check the small box next to each selected command.
Merge Commands: Once at least two commands are selected, a "Merge" button will appear at the top right of the screen. Click this button to proceed with the merge.
Tips for use and best practices
Pre-check: Before merging orders, verify that the details of each order are correct and complete. This includes information about participants, sessions and the 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 that this action is necessary before carrying it out.
Handling common errors
Unselected Commands: Make sure you have at least two commands selected before attempting to merge.
Incompatible orders: Some orders may not be eligible for merge due to their validated invoice status for example.
By following these steps and tips, you will be able to effectively manage the merging of orders in Yoplanning.pro, thus improving the administrative and financial management of your activities.
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