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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.

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.
  • 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.
  • Delete orders Owner Ops: deletes the selected orders. Orders that already have shipments are skipped.

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.