Merge-Eligible Order Handling

This feature will solve our post purchase features on the website where customers can place another order after their initial order once they've been contacted with an offer.

Solution:

Detection

• System continuously checks incoming orders for merge eligibility (based on configurable rules, e.g. same customer + same shipping address).

Mode 1: Review Mode (default)

• Any merge-eligible order is automatically moved out of NEW into a dedicated status, for example: Orders possible to merge.

• Orders in Orders possible to merge:

  • are excluded from automatic batching and cannot be picked/processed until reviewed

  • appear in a dedicated merge review list, grouped by suggested merge set

  • support actions: Merge, Do not merge (return to NEW), Keep on hold

Mode 2: Auto-Merge Mode (optional setting)

• Merge-eligible orders are automatically merged into a single order using the configured rules.

• The resulting merged order remains in NEW status (so it can flow straight into normal batching/picking).

• Source orders are linked to the merged order for traceability.

Batch Interaction Rule (critical behaviour)

• If an order is already assigned to a batch and a new order arrives that is merge-eligible with it:

  • the existing order is automatically removed from its batch

  • both orders are moved to Orders possible to merge (Review Mode) or automatically merged (Auto-Merge Mode)

  • the original batch is updated accordingly (order removed; batch remains valid for remaining orders).