The automatic merge page is where you'll control exactly how automatic merging happens and what data is kept from the original orders when you merge your orders. This page is divided two sections:
The first section is the Merging Rules - this is where you set up the rules by which the app will determine if orders are merged or not.
The second is Conflict Handling - in this section you decide exactly what happens when conflicting information exists in the orders that are merged. We'll start with merging rules.

Merging Rules
We have two built-in rules that you can not delete or change. These are the customer ID is identical and the Shipping address is identical. We keep these two built-in rules to make sure there are no errors or mistakes that happen when merging orders from different customers or different shipping addresses. You can of course merge orders that have different customers IDs or shipping addresses if you want to via manual merge, but automatically these orders will not be merge. The next thing you can do is add rules to the existing two build-in once you. You can do that by clicking AND button.

AND rules - orders will be merged if all rules connected by an AND apply.

OR blocks - orders will be merged it at least one of the rules connected by an OR apply.

You can also group rules in blocks, and connected block with AND/OR (acts similar to brackets)

The first additional rule that you can add when orders will merge is the time since the last order. You can't change "Condition" here, but you can choose "Variable" here. Several options will be available for you: days, hours, minutes.



Example: As you can see on the screenshot, a new order will be merged with the most recent one if the last order was placed in less than 24 hours.

Past order fulfillment status is/Is not: Restocked, Unfulfilled, Fulfilled, Partial.



Example: You can merge a new order with the most recent one only if the status of the last order itself is Unfulfilled.

Order financial status is/is not: Pending, Authorized, Partially paid, Paid, Partially refunded, Refunded..



Example: You can merge a new order with the most recent order if the most recent order was Paid.

Shipping address: Province is/is not, City is/is not, Country is/is not, and add the name of the province, city, or country that you want in which orders would be merged or not.



Example: In this case, the order will be merged with the most recent one if the most recent order was placed for the city of New York.

Shipping carrier: Equals to/ Not equals to and choose a carrier.



Example: In this case, the new order will be merged with the most recent one if the China Post carrier was selected for the most recent order.

Order tag: Contains/Does not contains, Equals/Does not equals.



Example: In this case, the new order will be merged with the most recent one if the most recent order has Not Merged tag.

Customer tag: Contains/Does not contains, Equals/Does not equals.



Example: The new order will be merged with the most recent one if the customer placed the most recent order has tag Returned.

All products available at locations: The same location/Specific location.



Example: The new order will be merged with the most recent one if the most recent order has all products were ordered in the same location.

Conflict handling
Decide what happens when there is a conflict between 2 or more orders which are about to be merged. These will be the settings that will be saved in the new, merged order. Anything that you chose to discard will still be available at the original, archived order.

Shipping rate to keep

Refund any shipping rates not used in merged order. There are several options that will be available for you: Keep the oldest order shipping rate, Keep the most recent order shipping rate, Keep the cheapest shipping rate, Keep the most expensive shipping rate, Combine shipping rates.



Example: If you choose "Keep most recent order shipping rate" that is, the shipping method from the new order will be saved in merge order. And for shipping from the old order, a refund will be made.

Refund all shipping rates from all merged orders, if the total price of all merged orders is greater than: $$$ . In the first option we can keep at least 1 shipping method, so in this one we refund all the shipping rates.



Warning: Enabling this feature will affect your analytics. This feature will be available if you have not enabled "Order financial status".

New order shipping method name.
This is exactly the name that will be added to the merged order. These options will be available for you: Keep oldest order shipping rate, Keep most recent order shipping rate, Keep cheapest shipping rate, Keep most expensive shipping rate, Combine shipping rates.



Examples: Example: If you choose "Keep oldest order shipping name" then the oldest shipping name from the previous order will be kept in the new order.

When order tags exist.
Here you decide which tags to add to the new merged order : Discard all tags, Keep oldest order tags, Keep most recent order tags, Keep all order tags.



Example: If you'll choose "Keep all order tags" then all tags from the oldest order and the most recent will be added to the new merged order.

When refunded items exist in merged order
This is where you decide what will happen when refunded items exist in merged order: Discard refunds items, Keep items as unfulfilled and take off refunded sum, Keep items as unfulfilled, Keep items as fulfilled and take off refunded sum.



Example: If you'll choose "Discard refunded item" then all refunded items will be excluded from the new merged order.

Control new order name.
Here you can choose which name the merged order will have :

Keep order name in ascending order

If orders #1001 & #1003 were merged, new order name will be #1004



Combine merge orders name.

If orders #1001 & #1003 were merged, new order name will be #1001_#1003_OM



Custom order name.
Here you can control what name the merged order will have. You can choose 1 of 4 options or combine them.

Example: {descending-order-names}, If orders #1001 & #1003 were merged, new order name will be #1003_#1001


Control new order tax name.
When tax differences between the merged orders need to be adjusted, we use this field to adjust it. You can leave this field in its default name- OrderMergerTax- or change it to a name of your choice.



If you are using {original-tax-names} tag, duplicates will be removed in case all orders contain the same tax name.

Control new order discount name.
When discounts exist in the original orders, they will be combined to one discount code on the new order. This field allows you to control this discount code name.



When any other conflict occurs.
There are only two options available to you here: keep settings from most recent order or keep settings from old order.



Order Actions
Here you can decide what data to add to merged orders. This data will help you manage order merging and not get lost in the changes.
You will have 3 options available that you can enable for a new merged order:



Order tagging.
You can select which tags will be added to the new merged order.



Order notes.
Here you can select which notes will be added to the new merged order.



Order financial status.


This is the most important feature! You must enable it if you want the new merged order not to affect analytics in your store.

This is also where you decide what information to add to the original merge order. You can also specify which tags and notes to add to the original orders.



Last but not least. You must decide what happens to the original orders. You can archive them (recommended), or cancel.



Cancelling orders is irreversible

Please be advised:
Cancelling the original orders is irreversible and can't be undone.
By cancelling fulfilled orders, Order Merger will unfulfill the orders to comply to Shopify's rules.
No refunds will be given to customers upon cancelling.
Restocking will not be made.

Well, that's all ladies and gentlemen. I hope our article was helpful to you. Also, support is available for you 24/7, and if you have any questions, we are always happy to answer them. Also, to follow all the news and keep abreast of all new items, you can subscribe to our YouTube channel.
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