Crowdfunding Batches

Crowdfunding Batches

Quick Summary: Group and manage crowdfunding campaign orders in batches for coordinated fulfillment.

Overview

Crowdfunding Batches let you organize orders from a crowdfunding campaign into groups for coordinated processing. You can create batches, add orders to them, approve entire batches at once, and track their progress through fulfillment. This is useful when you receive a large number of orders from a campaign that should be shipped together.

Note: If you don't see Crowdfunding Batches in your menu, contact your Account Manager to enable this feature.

Prerequisites

  • Your account must have the Crowdfunding Orders permission enabled
  • Orders must exist before they can be added to a batch

Quick Start

  1. Navigate to Orders → Crowdfunding Batches
  2. Click the + button to start a new batch (via bulk upload)
  3. Upload your crowdfunding order file
  4. Review the imported orders in the batch
  5. Click Approve Batch when ready for fulfillment

Detailed Guide

Batch List

The Crowdfunding Batches page shows all your batches with:

Column Description
Date When the batch was created
Company ID Your internal reference for the batch
Order ID Customer reference identifier
Number of Orders How many orders are in the batch
Status Current batch status

Use the search bar, date filter, and status filter to find specific batches.

Batch Statuses

Status Meaning
Pending Batch created, not yet submitted
Pending Approval Batch submitted, awaiting approval
In Progress Batch is being processed at the warehouse
Approved Batch has been approved for fulfillment
Fulfilled All orders in the batch have been fulfilled

Batch Details

Click on a batch to see its details:

  • Batch statistics — overview of order counts and statuses within the batch
  • Orders list — all orders belonging to this batch, with the same columns and filters as the main orders list

Batch Actions

From the batch details page, you can perform actions on the entire batch:

Action Description
Approve Batch Approve all orders in the batch for fulfillment
Notify Warehouse Send the batch to the warehouse for processing
Cancel Order Cancel orders within the batch

Common Workflows

Workflow: Create a Crowdfunding Batch via Bulk Upload

When: You received a batch of orders from a crowdfunding campaign.

Steps: 1. Navigate to Orders → Crowdfunding Batches 2. Click the + button 3. Upload your order file (CSV format) 4. Review the imported orders for accuracy 5. Fix any errors flagged during import

Result: A new batch appears in your list with status Pending.

Workflow: Add Orders to an Existing Batch

When: You want to group existing orders into a crowdfunding batch.

Steps: 1. Navigate to Orders → Order List 2. Select the orders you want to batch 3. Choose Create Crowdfunding Batch or Switch Crowdfunding Batch from the bulk actions menu 4. Select or create the target batch

Result: The selected orders are added to the crowdfunding batch.

Workflow: Approve and Process a Batch

When: All orders in a batch are verified and ready for fulfillment.

Steps: 1. Navigate to Orders → Crowdfunding Batches 2. Click on the batch to open details 3. Review the order list and statistics 4. Click Approve Batch 5. Click Notify Warehouse to send for processing

Result: The batch status changes and orders begin processing at the warehouse.

Troubleshooting

Issue Cause Solution
Cannot see Crowdfunding Batches in menu Feature not enabled or no permission Contact your Account Manager to enable crowdfunding; ask your administrator for access
Batch upload shows errors File format issues or missing required fields Check the CSV format matches the expected template; fix flagged rows and re-upload
Cannot approve a batch Orders in the batch may have issues (e.g., incomplete items) Open the batch, check individual order statuses, and resolve any Incomplete orders first
Orders not appearing in batch Orders may have been added to a different batch Search for the order in the main Order List and check its batch assignment

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