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Orders — Bulk & Line Actions

This page covers the actions on the main Orders table.

Role lozenges show the normal access level for each action. Tenant/client scoping and record state can still hide an action in some cases.

Line actions

  • Invoice Owner Ops: generates an invoice PDF for that order. Document actions are blocked if the order is on hold, cancelled in the ecommerce platform, or otherwise blocked from warehouse processing.
  • Packing slip Owner Ops: generates a packing slip PDF and can move a new order into picking. It is hidden for virtual orders and follows the same document blockers as the other print actions.
  • Delivery note Owner Ops: generates a delivery note PDF. It is hidden for virtual orders and follows the same document blockers as the other print actions.
  • Packing + Delivery Owner Ops: generates both documents in one PDF. It follows the same document blockers as the other print actions.
  • Create shipment Owner Ops: opens the shipment booking flow for that order. It is blocked when a shipment already exists, the order is a merged secondary, the order is cancelled, the order does not need shipping, or the order is still on hold upstream.
    • Weight and dimensions are suggested from the order’s items.
    • You can override weight by turning off Auto-calculate from items.
    • You can override dimensions (or pick a Box preset if configured).
  • Edit Owner Ops Client: opens the order so you can update addresses, lines, and warehouse-facing fields.
  • Suppress From Warehouse Owner Ops: available on ecommerce orders. It keeps the record for audit/accounting, removes it from live warehouse work, and releases any undeducted reservation.
  • Archive Owner Ops: available on ecommerce orders. It keeps the record for history/finance workflows, removes it from operational views, and releases any undeducted reservation.
  • Anonymise PII Owner Ops: available when the order can be retained without keeping customer-identifying data.

Bulk actions

  • Packing slips (PDF) Owner Ops: generates packing slips for the selected orders. Blocked orders are skipped rather than failing the entire batch, and if every selected order is blocked no PDF is produced.
  • Delivery notes (PDF) Owner Ops: generates delivery notes for the selected orders. Blocked orders are skipped rather than failing the entire batch, and if every selected order is blocked no PDF is produced.
  • Packing + Delivery (PDF) Owner Ops: generates both documents together. Blocked orders are skipped rather than failing the entire batch, and if every selected order is blocked no PDF is produced.
  • Invoices (PDF) Owner Ops: generates invoice PDFs for the selected orders. Blocked orders are skipped rather than failing the entire batch, and if every selected order is blocked no PDF is produced.
  • Create shipments Owner Ops: creates shipments for all selected orders in one run. Every selected order must belong to the same client and tenant. It is blocked if any selected order already has a shipment, does not need shipping, is still on hold, or fails the normal shipment-readiness checks. The shipment modal also checks stock availability, carrier availability, and routing defaults before you finish the batch.
    • Weight and dimensions are computed per order from items.
    • Bulk create does not support per-order manual weight/dimension overrides. If you need to override a specific order, run the single-order Create shipment action for that order.
  • Update order status Owner Ops: changes the warehouse status without creating shipments or deducting stock. If you choose Cancelled, ParcelPilot first runs the shared cancellation cleanup for each eligible order so unshipped allocations, picked metadata, and reservation demand are cleaned consistently.
  • Mark as shipped (external) Owner Ops: records orders as shipped outside ParcelPilot, deducts inventory, and can create a basic shipment record. Virtual, cancelled, merged-secondary, or unauthorised orders are skipped.
  • Mark as collected (external) Owner Ops: records orders as collected externally, deducts inventory, and can create a basic shipment record. Virtual, cancelled, merged-secondary, or unauthorised orders are skipped. Tracking number or collection reference fields are only available when exactly one order is selected and you choose to create a shipment record.
  • Merge orders (same email) Owner Ops: prepares merge groups for selected New orders that share the same customer email.
  • Merge shipped orders (same email) Owner Ops: links later orders onto an already-shipped primary order.
  • Reimport from source Owner Ops: refreshes selected orders from their upstream ecommerce platform. It only works for supported ecommerce integrations and skips orders that do not have a matching enabled ecommerce integration. It is blocked once picking has started for any selected order.
  • Suppress ecommerce orders Owner Ops: preferred bulk action for imported ecommerce orders that should no longer appear in the live warehouse queue.
  • Archive ecommerce orders Owner Ops: keeps imported ecommerce orders for longer-term audit/accounting/history use without leaving them operational.
  • Delete orders Owner Ops: deletes the selected orders. Orders that already have shipments are skipped, and ecommerce orders are intentionally blocked so operators use suppress/archive instead.

Buttons

  • Import CSV Owner Ops Client: opens the CSV import page for manual order uploads.
  • New Order Owner Ops Client: opens a new manual order form. It is shown to users who are allowed to create orders.
  • Show Completed Orders or Hide Completed Orders Owner Ops Client: toggles whether completed orders are shown in the table.
  • Orders Help Owner Ops Client: opens the help guide for orders.