Crowdfunding Batches
Crowdfunding batches
Quick Summary: Upload campaign orders into a batch, then approve and send the batch to the warehouse.
Overview
A crowdfunding batch groups orders from one campaign. Upload the orders once, then act on the batch as a whole.
Open Orders → Crowdfunding Batches. If the menu item is missing, contact your Account Manager to enable crowdfunding batches.
Create a batch
- Open Orders → Crowdfunding Batches.
- Click +.
- Choose the Courier selection.
- Click Download Template.
- Complete the template with your order data.
- Upload the CSV or XLSX file and click Submit.
- Click Save when every row is valid.
The portal creates the batch with its own FedEx ID.
Batch list
| Column | Contents |
|---|---|
| Date | When the batch was created |
| FedEx ID | Batch reference generated by the portal |
| Order ID | Your own reference for the batch, when set |
| Number of Orders | Orders in the batch |
| Status | Current batch status |
Use the search, Created date filter and Filters to find a batch.
Batch statuses
| Status | Meaning |
|---|---|
| Pending Approval | The batch is still being prepared |
| Pending | At least one non-canceled order awaits fulfillment or shipping processing |
| Approved | The batch was approved |
| In Progress | At least one order in the batch is in progress |
| Fulfilled | All non-canceled orders are fulfilled or awaiting final cancellation or tracking completion |
The status follows the orders in the batch. After you notify the warehouse, the batch also shows a warehouse handoff status.
Batch details
Open a batch to see its Crowdfunding Batch Details. The summary shows Total Orders, Items Quantity, Status, Total Cost, Pick Pack Cost and Shipping Cost.
The order list below the summary uses the same filters and bulk actions as the Orders List.
Batch actions
The three-dot menu beside + offers these actions on the whole batch:
| Action | Result |
|---|---|
| Approve Batch | Approves the orders in the batch |
| Notify Warehouse (Batch) | Sends the batch to the warehouse |
Both actions ask for confirmation and are not reversible. The menu offers the actions that the batch status allows.
To cancel an order instead, use the order actions in the batch list.
Add orders to a batch
From a batch, + → Bulk Upload adds orders to that batch. The option appears while the batch remains editable.
+ → Normal Order adds a single order to the batch.
From the Orders List, select orders and use Bulk action:
| Action | Result |
|---|---|
| Switch CF Batch | Moves the orders to another crowdfunding batch |
| Create new CF Batch | Creates a batch from the selected orders |
| Convert to OnDemand | Moves the orders out of crowdfunding processing |
Troubleshooting
| Issue | Cause | Solution |
|---|---|---|
| Crowdfunding Batches is not in the menu | The feature is not enabled for your account | Contact your Account Manager to enable crowdfunding batches |
| Approve Batch is unavailable | The batch status does not allow approval yet | Check the batch status and try again when the action appears |
| Upload rows are rejected | A required column or value is missing | Compare the file with the template and the dialog's validation result |
| Bulk Upload is missing on a batch | The batch is no longer editable | Add the orders to a new batch instead |
| An order is not in the batch | The order was not saved to that batch | Search for it in Orders List and check its crowdfunding batch |
Related Documentation
- Orders Overview: how orders work
- Bulk Actions: change many orders at once
- Order Statuses: what each order status means