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Most merchants set these once and revisit rarely.",[400,408,409,411,412,415],{},[403,410,246],{}," in this menu opens ",[403,413,414],{},"Integration → Carriers"," — account credentials live there.",[395,417,419],{"id":418},"merge-rules","Merge Rules",[400,421,422,425,426,429,430,433,434,437,438,441],{},[403,423,424],{},"Purpose:"," define when StoresBoost should suggest combining shipments (feeds ",[403,427,428],{},"Merge Suggestions → Suggested by Rule","). Rules are ",[403,431,432],{},"conditions only"," — they say which shipments may be merged together; the merge itself is the same for every rule. Merge rules are a plan feature: on a plan without it, ",[403,435,436],{},"Suggested by Rule"," shows an ",[403,439,440],{},"Upgrade"," badge and the AI assistant's merge-rule tools are unavailable.",[443,444,445,456,484],"ol",{},[446,447,448,449,451,452,455],"li",{},"Open ",[403,450,419],{}," and click ",[403,453,454],{},"New Merge Rule",".",[446,457,458,459,462,463,462,466,462,469,472,473,476,477,480,481,455],{},"Fill in ",[403,460,461],{},"Rule Name",", ",[403,464,465],{},"Description",[403,467,468],{},"Priority",[403,470,471],{},"Match Mode"," (",[403,474,475],{},"All conditions must pass"," \u002F ",[403,478,479],{},"Any condition must pass","), and ",[403,482,483],{},"Status",[446,485,486,489,490,493],{},[403,487,488],{},"Add Condition"," rows. Each picks an ",[403,491,492],{},"entity",", a field, and a comparison:",[495,496,497,510],"table",{},[498,499,500],"thead",{},[501,502,503,507],"tr",{},[504,505,506],"th",{},"Entity",[504,508,509],{},"Fields",[511,512,513,524,533,543,553,590],"tbody",{},[501,514,515,521],{},[516,517,518],"td",{},[403,519,520],{},"Order",[516,522,523],{},"Customer, Order Label, Payment Status, Fulfillment Status, Channel, Source, Delivery Date",[501,525,526,531],{},[516,527,528],{},[403,529,530],{},"Order Shipment",[516,532,110],{},[501,534,535,540],{},[516,536,537],{},[403,538,539],{},"Customer",[516,541,542],{},"Customer ID, Email, Name, Phone",[501,544,545,550],{},[516,546,547],{},[403,548,549],{},"Shipping Address",[516,551,552],{},"Address Line 1 \u002F 2, City, State\u002FProvince, Postal Code, Country",[501,554,555,560],{},[516,556,557],{},[403,558,559],{},"Product Item",[516,561,562,563,566,567,570,571,575,576,462,579,462,582,585,586,589],{},"Product Name, SKU, Type, Vendor, Tags, Collections, ",[403,564,565],{},"Meta Field"," (key plus an optional ",[403,568,569],{},"Namespace",", default ",[572,573,574],"code",{},"custom","; reads the product metafield), ",[403,577,578],{},"Shipping Group (checkout)",[403,580,581],{},"Checkout rate code",[403,583,584],{},"Checkout rate name"," — the last three come from the order's checkout summary written by ",[587,588,287],"a",{"href":288},"; lines without one have no value",[501,591,592,597],{},[516,593,594],{},[403,595,596],{},"Shipping Method",[516,598,599,600,603],{},"Service, Name, Code — currently these fields carry no values in the engine, so conditions on them never block a merge; use ",[403,601,602],{},"Shipping Method Exclusions"," in Merge Settings instead",[495,605,606,616],{},[498,607,608],{},[501,609,610,613],{},[504,611,612],{},"Comparison",[504,614,615],{},"Meaning",[511,617,618,643,653,663,673],{},[501,619,620,625],{},[516,621,622],{},[403,623,624],{},"Must be same",[516,626,627,628,631,632,635,636,638,639,642],{},"All shipments in the group share the value (e.g. shipping address). Shipments that have ",[403,629,630],{},"no value"," for the field are ignored; if none of them has one, the condition passes — so an ",[403,633,634],{},"Order → Delivery Date"," condition never blocks two orders that simply never picked a date. For ",[403,637,549],{}," fields, a group made only of local-pickup shipments compares the ",[403,640,641],{},"pickup location"," instead (same location passes, different fails)",[501,644,645,650],{},[516,646,647],{},[403,648,649],{},"Must have overlap",[516,651,652],{},"At least one value in common (e.g. tags). Fails if any shipment has no value",[501,654,655,660],{},[516,656,657],{},[403,658,659],{},"All must be in allowed set",[516,661,662],{},"Every value is on your list (e.g. shipping methods that may merge). Passes when no shipment has a value; fails with an empty list",[501,664,665,670],{},[516,666,667],{},[403,668,669],{},"None can be in excluded set",[516,671,672],{},"No value is on your list. Passes with an empty list",[501,674,675,680],{},[516,676,677],{},[403,678,679],{},"At least one must be outside the set",[516,681,682],{},"Each shipment has at least one line whose value is not on your list. A line with no value counts as outside",[400,684,685],{},"All comparisons ignore case and surrounding spaces.",[443,687,689],{"start":688},4,[446,690,691,692,696],{},"Save. Start conservative — ",[693,694,695],"em",{},"Same Customer Same Address"," — and expand once trusted.",[400,698,699,700,462,703,706,707,709,710,712],{},"Typical live-goods rule: product types all in ",[693,701,702],{},"Livestock \u002F Live Food \u002F Add-On",[403,704,705],{},"Order Shipment → Local Pickup"," same, the five ",[403,708,549],{}," fields same, and ",[403,711,634],{}," same, so two orders booked for different delivery days stay in separate boxes.",[400,714,715,716,719,720,723],{},"With ",[403,717,718],{},"no active rules",", shipments for the same customer are eligible to merge by default. Suggestions are recalculated every minute in the background for ",[403,721,722],{},"Awaiting"," shipments that still have items and share a customer.",[725,726,728],"h3",{"id":727},"how-rules-sort-shipments-into-categories","How rules sort shipments into categories",[400,730,731,732,735,736,739,740,743,744,746,747,462,750,752,753,755,756,462,758,760,761,763],{},"Before any pair is compared, each shipment is put into ",[403,733,734],{},"one rule = one category",": the highest-priority rule whose ",[693,737,738],{},"bucket conditions"," it satisfies. Only same-customer shipments in the ",[403,741,742],{},"same category"," are compared against each other — a livestock box and a dry-goods box never merge, however similar their addresses. Bucket conditions are ",[403,745,559],{}," rows on ",[403,748,749],{},"Type",[403,751,578],{}," or a ",[403,754,565],{}," with ",[693,757,659],{},[693,759,669],{}," or ",[693,762,679],{},"; a rule without such a row is a general category that takes every shipment.",[400,765,766,767,476,769,772,773,775,776,778,779,781,782,785,786,789],{},"Bucket matching is stricter than pairwise matching: with ",[403,768,749],{},[403,770,771],{},"Shipping Group"," and ",[693,774,659],{},", a shipment with no product types (or a line with no checkout group) never enters the category; with a ",[403,777,565],{},", lines missing the key are ignored — except under ",[693,780,679],{},", where a missing key counts as outside. Shipping groups match by slug (",[572,783,784],{},"supplies",") or display name (",[693,787,788],{},"Supplies",").",[400,791,792,793,797],{},"The ",[587,794,796],{"href":795},"\u002Fadvanced\u002Fautomation-rules#tester-dry-run","Automation Rules Tester"," shows this end to end: add up to four extra orders and it reports each shipment's category and every condition's pass or fail.",[395,799,801],{"id":800},"merge-settings","Merge Settings",[400,803,804,806],{},[403,805,424],{}," global merge behavior — one page that affects every suggestion and auto-merge.",[495,808,809,819],{},[498,810,811],{},[501,812,813,816],{},[504,814,815],{},"Setting",[504,817,818],{},"What it does",[511,820,821,834,844,866,883,893,909,927,955,983,1003,1015],{},[501,822,823,828],{},[516,824,825],{},[403,826,827],{},"Auto Merge",[516,829,830,831],{},"Execute pending rule suggestions automatically instead of waiting for someone to click ",[403,832,833],{},"Combine Shipments",[501,835,836,841],{},[516,837,838],{},[403,839,840],{},"Incremental Processing",[516,842,843],{},"Only evaluate shipments new or updated since the last run",[501,845,846,851],{},[516,847,848],{},[403,849,850],{},"Merge Split Shipments",[516,852,853,854,462,857,462,860,462,863],{},"Whether split shipments may merge again — ",[403,855,856],{},"None",[403,858,859],{},"Automatic Only",[403,861,862],{},"Manual Only",[403,864,865],{},"Both",[501,867,868,876],{},[516,869,870,476,873],{},[403,871,872],{},"Don't Merge Back to Parent",[403,874,875],{},"Don't Merge Sibling Shipments",[516,877,878,879,882],{},"Guardrails for split families (manual ",[403,880,881],{},"Merge Into This"," still works)",[501,884,885,890],{},[516,886,887],{},[403,888,889],{},"Warn When Merging Auto-Split Shipments",[516,891,892],{},"Show a warning in the confirm modal",[501,894,895,900],{},[516,896,897],{},[403,898,899],{},"Merge Local Pickup to Local Pickup",[516,901,902,903,905,906,908],{},"Allow pickup-to-pickup merges while ",[403,904,827],{}," is on (with it off, pickup shipments are left out of suggestions and ",[693,907,881],{}," on a pickup target is refused); without Auto Merge, pickup merges simply follow the merge rules. Pickup never merges with parcels",[501,910,911,920],{},[516,912,913,916,917],{},[403,914,915],{},"Tag Merged Orders on Store"," + ",[403,918,919],{},"Merged Order Tag",[516,921,922,923,926],{},"Write a tag (default ",[572,924,925],{},"Merged",") to the Shopify orders — the one place merges touch Shopify tags",[501,928,929,934],{},[516,930,931],{},[403,932,933],{},"Target Selection Strategy",[516,935,936,937,462,940,462,943,462,946,462,949,462,952],{},"Which shipment survives: ",[403,938,939],{},"Newest",[403,941,942],{},"Oldest",[403,944,945],{},"Earliest Delivery",[403,947,948],{},"Latest Delivery",[403,950,951],{},"Most Items",[403,953,954],{},"Least Items",[501,956,957,965],{},[516,958,959,476,962],{},[403,960,961],{},"Delivery Date Strategy",[403,963,964],{},"Ship-By Date Strategy",[516,966,967,968,462,971,974,975,978,979,982],{},"Keep ",[403,969,970],{},"Earliest",[403,972,973],{},"Latest",", the ",[403,976,977],{},"Target's",", or the ",[403,980,981],{},"Source's"," date",[501,984,985,990],{},[516,986,987],{},[403,988,989],{},"Shipping Method Primary Strategy",[516,991,992,462,995,998,999,1002],{},[403,993,994],{},"Target Keeps",[403,996,997],{},"Earliest Order",", or ",[403,1000,1001],{},"Latest Order"," decides the combined shipment's primary method",[501,1004,1005,1009],{},[516,1006,1007],{},[403,1008,602],{},[516,1010,1011,1014],{},[403,1012,1013],{},"Configure Exclusions"," — methods that must never be merged (e.g. overnight live goods)",[501,1016,1017,1023],{},[516,1018,1019,1022],{},[403,1020,1021],{},"Tag Shipments That Should Have Merged"," + mapping rows",[516,1024,1025,1026,1029,1030],{},"Flag same-customer shipments that a merge rule ",[693,1027,1028],{},"would"," have combined but for a specific mismatch — see ",[587,1031,1033],{"href":1032},"#merge-conflict-tags","Merge Conflict Tags",[1035,1036,1037],"warning",{},[400,1038,1039],{},"Merge settings apply store-wide. Change one thing at a time and watch the next day's suggestions before changing more.",[725,1041,1033],{"id":1042},"merge-conflict-tags",[400,1044,1045,1047],{},[403,1046,424],{}," catch the \"these two should have gone in one box\" cases before they ship separately — two orders from the same customer, same product category, that did not merge only because the address or the delivery date differs.",[443,1049,1050,1055,1073],{},[446,1051,1052,1053,455],{},"Turn on ",[403,1054,1021],{},[446,1056,1057,1058,1060,1061,1064,1065,1068,1069,1072],{},"Add a row per mismatch you want flagged: an ",[403,1059,492],{},", a ",[403,1062,1063],{},"field"," (or ",[403,1066,1067],{},"Any field"," for the whole entity), and the ",[403,1070,1071],{},"tag"," name to apply. Tag names are yours; a tag that does not exist yet is created in the library the first time it is used.",[446,1074,1075],{},"Save.",[495,1077,1078,1093],{},[498,1079,1080],{},[501,1081,1082,1084,1087,1090],{},[504,1083,506],{},[504,1085,1086],{},"Field",[504,1088,1089],{},"Tag",[504,1091,1092],{},"Fires when",[511,1094,1095,1109],{},[501,1096,1097,1099,1101,1106],{},[516,1098,549],{},[516,1100,1067],{},[516,1102,1103],{},[572,1104,1105],{},"Merge Error Address",[516,1107,1108],{},"Street, city, state, ZIP or country differ",[501,1110,1111,1113,1116,1121],{},[516,1112,520],{},[516,1114,1115],{},"Delivery Date",[516,1117,1118],{},[572,1119,1120],{},"Merge Error Date",[516,1122,1123],{},"The two orders are booked for different delivery dates",[400,1125,1126],{},"How it decides, every time the merge sweep runs (about once a minute):",[1128,1129,1130,1137,1147,1157,1172],"ul",{},[446,1131,1132,1133,1136],{},"Only same-customer shipments that landed in the ",[403,1134,1135],{},"same merge-rule category"," and got as far as rule evaluation are compared — different categories, pickup vs parcel, split-family guardrails, a shipment already in another pending suggestion, or a non-modifiable status are not conflicts and are never tagged. The failed conditions are taken from the category's rule.",[446,1138,1139,1140,1143,1144,1146],{},"Tags that do not exist yet are created red and active in the ",[587,1141,1142],{"href":202},"tag library",". The switch is off by default; with it on and no rows, nothing is tagged. The ",[403,1145,59],{}," column on both Merge Suggestions lists is where the dots show up.",[446,1148,1149,1150,1153,1154,1156],{},"Every condition the pair ",[403,1151,1152],{},"failed"," is looked up in your rows. A row with the exact field wins over the entity-wide ",[403,1155,1067],{}," row.",[446,1158,1159,1160,1163,1164,1167,1168,1171],{},"If ",[403,1161,1162],{},"every"," failed condition has a row, ",[403,1165,1166],{},"both"," shipments get those tags (address ",[693,1169,1170],{},"and"," date differ → both tags). If even one failed condition has no row, nothing is tagged — the pair was not \"supposed to merge\" by your definition.",[446,1173,1174],{},"The tags are managed for you: they disappear as soon as the pair merges, the mismatch is corrected, or one shipment ships, is cancelled or merged. A tag with the same name that a person or an automation rule applied is never removed by this.",[400,1176,1177,1178,1181,1182,1184],{},"Build a ",[587,1179,1180],{"href":92},"View"," on the tags to give CS a daily list to fix addresses or call the customer. The ",[403,1183,634],{}," row only does something if your merge rules actually contain a delivery-date condition.",[395,1186,1188],{"id":1187},"shipment-settings","Shipment Settings",[400,1190,1191,1193],{},[403,1192,424],{}," how shipments are created and synced for this store, and how the lists open.",[1128,1195,1196,1206,1212,1218,1224,1258,1275],{},[446,1197,1198,1201,1202,1205],{},[403,1199,1200],{},"Shipments per page"," — how many rows Awaiting, On Hold, Shipped, All Shipments and Local Pickup open with (15, 25, 30, 50, 80, 100, 150 or 200; default 25). Changing ",[403,1203,1204],{},"Per page"," in a table footer lasts for that visit; the next visit uses this number again",[446,1207,1208,1211],{},[403,1209,1210],{},"Import Fulfilled Items"," — bring already-fulfilled items into local records",[446,1213,1214,1217],{},[403,1215,1216],{},"Sync Pending Shipments To Provider"," — push queues to a connected fulfillment provider",[446,1219,1220,1223],{},[403,1221,1222],{},"Re-appear Dismissed Shipments When Updated"," — resurface dismissed work after changes",[446,1225,1226,1229,1230,1233,1234,1237,1238,1241,1242,1245,1246,1249,1250,1253,1254,1257],{},[403,1227,1228],{},"Hold Shipments Until Paid"," — ",[403,1231,1232],{},"on by default",". Awaiting shipments whose order still owes money are parked ",[403,1235,1236],{},"On Hold"," (reason ",[693,1239,1240],{},"Payment pending",") so they cannot be packed or labelled, and released automatically the moment the store marks the order paid. ",[403,1243,1244],{},"Hold when payment status is"," picks which statuses count: ",[403,1247,1248],{},"Pending"," (no payment captured yet — invoices, manual payment, draft orders sent for payment) and\u002For ",[403,1251,1252],{},"Partially paid"," (the order was edited after checkout and the customer still owes the difference). A merged shipment stays held while ",[693,1255,1256],{},"any"," of its orders owes money. Shopify fulfillment holds still take precedence, and holds you set by hand are never touched. Turn it off to ship regardless of payment",[446,1259,1260,1263,1264,1266,1267,1270,1271,1274],{},[403,1261,1262],{},"Create Shipments For Shipped Order"," — when a shipped shipment's fulfillment is cancelled on Shopify, build a new ",[403,1265,722],{}," shipment for it — but only for shipments (or Shopify orders) carrying the ",[403,1268,1269],{},"Required shipment tag"," (default ",[572,1272,1273],{},"unfulfill-reopen","; blank creates none). Works after splits and merges and for Shopify Collective orders",[446,1276,1277,1280,1281,1284,1285,462,1287,462,1290,462,1293,998,1296],{},[403,1278,1279],{},"Delete Existing Shipment When Filter Applied"," — what to do when a ",[587,1282,1283],{"href":198},"shipment filter"," matches an order that already has a shipment: ",[403,1286,856],{},[403,1288,1289],{},"Delete Items If Merged",[403,1291,1292],{},"Delete Whole Shipment Even Contains Other Shipments",[403,1294,1295],{},"Delete Items If Contains Other Shipments",[403,1297,1298],{},"Create Order Alert",[400,1300,1301],{},"Save, then verify behavior on the next synced order.",[395,1303,1305],{"id":1304},"shipment-filters","Shipment Filters",[400,1307,1308,1310,1311,1314,1315,1318,1319,455],{},[403,1309,424],{}," keep certain orders or items ",[403,1312,1313],{},"out of the packing queue"," when shipments are built — different from the ",[587,1316,1317],{"href":89},"Filter button"," on lists and from ",[587,1320,54],{"href":92},[443,1322,1323,1331,1351,1362],{},[446,1324,448,1325,1327,1328,455],{},[403,1326,1305],{}," → ",[403,1329,1330],{},"Add Filter",[446,1332,1333,1334,772,1337,1339,1340,1343,1344,1347,1348,789],{},"Give it a ",[403,1335,1336],{},"Name",[403,1338,465],{},", then pick a ",[403,1341,1342],{},"Condition"," from ",[587,1345,1346],{"href":193},"Advanced → Conditions"," (for example ",[693,1349,1350],{},"product type = Digital",[446,1352,1353,1354,1357,1358,1361],{},"Add an action: ",[403,1355,1356],{},"Skip Shipment"," (no shipment for matching orders) or ",[403,1359,1360],{},"Skip Item"," (drop only the matching lines).",[446,1363,1364],{},"Save. All active filters run, in creation order, every time a shipment is created from an order.",[400,1366,1367,1368,1371],{},"Use them for digital goods, internal SKUs, gift cards, or anything that should never appear at the bench. To keep orders out of StoresBoost entirely, use ",[587,1369,1370],{"href":198},"Store Filters"," instead — they run at import.",[495,1373,1374,1393],{},[498,1375,1376],{},[501,1377,1378,1380,1384,1388],{},[504,1379],{},[504,1381,1382],{},[403,1383,1370],{},[504,1385,1386],{},[403,1387,1305],{},[504,1389,1390],{},[403,1391,1392],{},"List Filter button",[511,1394,1395,1409],{},[501,1396,1397,1400,1403,1406],{},[516,1398,1399],{},"Runs",[516,1401,1402],{},"At order import",[516,1404,1405],{},"When shipments are created",[516,1407,1408],{},"While you browse",[501,1410,1411,1414,1417,1420],{},[516,1412,1413],{},"Effect",[516,1415,1416],{},"Skip the order or item entirely",[516,1418,1419],{},"No shipment \u002F dropped item",[516,1421,1422],{},"Changes only what you see",[395,1424,1426],{"id":1425},"local-pickup-rules","Local Pickup rules",[400,1428,1429,1431,1432,1435,1436,455],{},[403,1430,424],{}," decide which shipments are ",[403,1433,1434],{},"local pickup"," so they land in the pickup queues instead of the parcel bench. The same page opens from ",[403,1437,1438],{},"Advanced → Local Pickup",[495,1440,1441,1450],{},[498,1442,1443],{},[501,1444,1445,1447],{},[504,1446,815],{},[504,1448,1449],{},"Match",[511,1451,1452,1462,1472,1482,1492],{},[501,1453,1454,1459],{},[516,1455,1456],{},[403,1457,1458],{},"Activate Local Pickup",[516,1460,1461],{},"Master switch — when on, matching shipments are flagged automatically",[501,1463,1464,1469],{},[516,1465,1466],{},[403,1467,1468],{},"Fulfillment Order Delivery Method",[516,1470,1471],{},"Shopify marked the fulfillment order as pick-up",[501,1473,1474,1479],{},[516,1475,1476],{},[403,1477,1478],{},"Shipping Address Empty",[516,1480,1481],{},"No shipping address on the order",[501,1483,1484,1489],{},[516,1485,1486],{},[403,1487,1488],{},"Shipment Tags",[516,1490,1491],{},"Shipment carries any of the listed tags",[501,1493,1494,1499],{},[516,1495,1496],{},[403,1497,1498],{},"Shipping Item Names \u002F Codes \u002F Services",[516,1500,1501],{},"The shipping line contains the text you list",[400,1503,1504,1505,1507],{},"See ",[587,1506,110],{"href":111}," for the workflow once shipments are flagged.",[395,1509,1511],{"id":1510},"related","Related",[1128,1513,1514,1519,1524,1529],{},[446,1515,1516,1518],{},[587,1517,105],{"href":106}," — where merge rules surface",[446,1520,1521,1523],{},[587,1522,101],{"href":102}," — carrier \u002F warehouse prerequisites",[446,1525,1526,1528],{},[587,1527,1346],{"href":193}," — the logic shipment filters reuse",[446,1530,1531,1534],{},[403,1532,1533],{},"Integration → Carriers \u002F Warehouses"," — connections these settings rely on",{"title":1536,"searchDepth":1537,"depth":1538,"links":1539},"",1,2,[1540,1541,1545,1548,1549,1550,1551],{"id":397,"depth":1538,"text":398},{"id":418,"depth":1538,"text":419,"children":1542},[1543],{"id":727,"depth":1544,"text":728},3,{"id":800,"depth":1538,"text":801,"children":1546},[1547],{"id":1042,"depth":1544,"text":1033},{"id":1187,"depth":1538,"text":1188},{"id":1304,"depth":1538,"text":1305},{"id":1425,"depth":1538,"text":1426},{"id":1510,"depth":1538,"text":1511},"Merge rules, merge settings, shipment defaults, shipment filters, and local pickup rules that shape the packing queue.","md",null,{},{"icon":118},{"title":115,"description":1552},"SDZEZdP5TIqAjOlnG--nmYik6wE2hI5kTIIFV20ODqE",[1560,1562],{"title":110,"path":111,"stem":112,"description":1561,"icon":113,"children":-1},"Handle counter-pickup shipments from awaiting to picked up — rules, queues, the Picked By card, and the Local Pickup Slip.",{"title":120,"path":121,"stem":122,"description":1563,"icon":123,"children":-1},"Repeatable checklists that run over a saved shipment view — combine same-customer shipments, fetch weather, add tags, print documents, and manual checks — by hand or on a schedule.",1791370341276]