How to Split Orders
IN THIS GUIDE
Use rules to tell Order Desk how to split your orders and what to do with them once they're split. When orders are split, the tax, shipping, handling and discounts are split proportionally between the new and original order.
This guide will go over the different splitting options and how to set up your rules after they split so the orders end up where they need to go.
If you aren't familiar with the Order Desk rule builder, take a few moments to read through the rule builder section of our Getting Started Guides before continuing with this guide. Once you have a basic understanding of what the rule builder does, you can follow the instructions in this guide for properly setting up your split rules.
Shopify and BigCommerce Instructions
There is a way to split orders using the vendor field in Shopify and the bin picking field in BigCommerce which requires a setup different from the instructions in this guide. For instructions, read the guides on how to split by vendor for Shopify or for BigCommerce.
If your Shopify or BigCommerce orders need to be split using another method, continue reading this guide for options.
Manually Split Orders
To manually split an order, open the order page and select the item(s) that need to be split out into a new order. Click Split Order.
The order will be split into two separate orders based on the items selected. After the split takes place, you will be redirected to the new order.
Automatically Split Orders with Rules
Orders can be split automatically with rules using these different methods:
- CODE/SKU: split specific SKUs out of orders.
- ITEM NAME: split specific items out of orders based on their names.
- CATEGORY CODE: Category Code is a unique field supported by some shopping cart integrations allowing you to categorize your items. If the shopping cart integration you are using supports this field, you can use it to split your items into separate orders.
- DELIVERY TYPE: Delivery Type is a unique field for FoxyCart shops. If you set the Delivery Type on your items in FoxyCart, you can split them using this method.
- VARIATION: split items with specific variations out of orders.
- ITEM METADATA: split items with specific metadata tags out of orders. This is the most versatile, fully customizable method for splitting orders.
- ALL: split every item into a new order.
How to Set Up Your Split Rule
When setting up your rules to split orders, select the event you want to use (typically this will be When Order is Imported) and choose the Split Order action:
This action has an empty text input box below it:
This is where you tell the rule builder the method of splitting to use. This must be formatted properly, so follow the instructions in the next section. While setting up your rules, be mindful of capitalization, spacing and punctuation. Names and values must be an exact match to what is on your items for the split rules to work. The only exception to this is described below in the Special Features: Split Method Wildcard section.
Do not add any additional actions to a rule that splits orders. Use a second rule for when Order is Split to tell Order Desk what actions to take on a split order. This way the split action has a chance to complete before any additional actions start running.
Instructions for Each Method
Split by Code/SKU
This method works if you have a small number of product SKUs to split out of orders. If you have more than a dozen or so SKUs you want to split out, another split method will be more efficient.
To split a single SKU into its own order, add the SKU behind CODE| in the input box, replacing sku1 with your actual SKU:
You can also add multiple SKUs by separating them with a comma: sku1,sku2,sku3 and so on. This will split these particular SKUs, if they come in with a larger order, into a single order. This will not create separate orders for each SKU.
As an example using an order for these four products:
Toy: Elephant Toy (AT-998)
Toy: Dinosaur Toy (PCT-099)
Treat: Apple Treats (CH-777)
Treat: Carrot Treats (CH-936)
To separate the treats from the toys, set up the rule to split out the treat product SKUs, CH-777 and CH-936:
This splits the order into these two:
Original order: the Elephant Toy and the Dinosaur Toy
New split order: the Apple Treats and the Carrot Treats
Split by Item Name
To split orders by the item name, set up your rule as:
Replace "value" with the actual item name to be split out. For example, split the Apple Treats item into their own orders with:
You can add more than one name to a split rule, separating the name values by a comma:
NAME|Apple Treats,Carrot Treats
This will split the targeted items into a single order rather than separate individual orders. If you need to separate the treat items into individual orders, set up two separate rules:
Split by Category Code
The category code comes in on items from certain shopping carts. If your shopping cart supports this field, you will see it in the item details directly in an order:
To split by the category code, set up your rule as:
Replace "value" with the actual category code you are using, such as:
Split by Delivery Type
The delivery type field only works with FoxyCart shops. If you have set the delivery type on your items in FoxyCart, you will see it come through in the item details directly in the order:
Delivery type values are: Ship, No Ship, Download and Future.
To split by the delivery type, set up your rule as:
Replace "value" with the delivery type you want to split, which would look like this:
Split by Variation
You can use the variation field set on your items to split orders. Set up your rule as:
Replace "name" with the exact name of your variation (size, color, pattern, etc.) being mindful of capitalization, spaces and punctuation. Replace "value" with what the variation is (8oz, small, red, argyle, etc.)
For example, to split out all red products where the variation name is Color and the value is Red, use:
You can also combine variations of the same type into the same split orders, such as:
Split by Item Metadata
Splitting by an item's metadata is the most versatile and easily customizable option for splitting your orders. In many cases, metadata will come in from your shopping cart with your items, such as these metadata fields that came in from Shopify:
If the data you need doesn't come in from your shopping cart, add it directly to your saved inventory items here in Order Desk:
When an order comes in from the shopping cart, metadata fields will be synced into the item in the order (Automatically Sync Details With Inventory Items must be enabled on your store for this to work):
You can use any metadata field on your items or that come in from the shopping cart to split orders. Using the above screenshots as an example, we could use the metadata field we've set called pattern to split out all snowflakes items like this:
The most commonly used split rules are set up to look at the inventory location on an item, specifically called inventory_location:
When you have different vendors or fulfillment services, you can set their names in this location field and use that to split your orders by vendor:
Once split, you can set up rules to send the newly separated orders to each separate vendor, integration or fulfillment service, which we'll go over in the next section.
If you need to split all vendor/location names into their own orders, skip down to the Special Features: Split All Items of Specific Type section below for instructions on setting up one rule to split all orders rather than one rule per vendor/location.
Split All Items out of Orders
If you need to split every item into its own order, add ALL to the split order input box:
Split orders cannot be merged back together, so be certain this is what you intend to do before creating a rule to split all items into separate orders.
If you also want to split multiple quantities of a single product into separate orders you will first need to use a rule with the action Convert Item Quantities to Separate Items. Once converted, you can run an ALL split rule on your orders.
Special Feature: Split Method Wildcard
If you add the * symbol to your split rule, it will act as a wildcard, that is, it will look for anything like what is in the rule. For instance:
This will split any items with mug in the name. Capitalization does not matter when using the wildcard.
Another wildcard example is to look for a specific piece of information, such as the middle part of a set of SKUs, and only splitting those items out. For example, if you need to split out any SKU with -A- in the middle of it, use:
Special Feature: Split All Items of Specific Type
If you want to split all items of a specific type, just use the method type itself without adding a pipe and a specific value. For instance, to split out every item that has a different name into its own order, use:
This works for every method type.
If you work with multiple vendors, instead of setting up a split rule for each vendor/location name, you can split all orders by the inventory_location name by using:
Take Action After Split Happens
After orders have been split, you can tell Order Desk what you want to happen to them, such as submitting them for fulfillment, moving them to a specific folder, emailing someone about the order, tagging the order a certain color, etc.
To do this, you will need to set up a new rule.
Add New Rule
Start by selecting the event for when Order is Split:
Use the condition that matches your split method:
- If Item Code
- If Item Name
- If Item Category Code
- If Item Delivery Type
- If Item Variation
- If Item Metadata
Choose your operator:
You will most likely want to use =, in or like:
|=||Must be an exact match for a single value. Case and space sensitive. "If it equals this value."|
|in||The exact match must be in a list of values, separated by commas. "If it's in this list of values."|
|like||Does not need to be an exact match and is not case sensitive. "If it's like this value."|
Set your value(s). For instance:
If Item Code = sku1
If Item Code in sku1,sku2,sku3
If Item Name like mug
Variations and item metadata need to include the name of the field as well as the value like in the split rule itself. For instance:
If Item Variation = color|red
If Item Metadata like inventory_location|BuckLtd
To finish your rule, add the actions you want applied to a split order. Actions include Submit to Integration, Send Email to Customer and Change Folder, among others.