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Set up Order Merge Pro

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What does this do for me?

Setup gets Order Merge Pro ready to combine a customer’s duplicate orders into one shipment. When it is done, the app shows merge candidates on the dashboard and you can merge them in a few clicks.

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The setup steps

Open Order Merge Pro in Shopify admin. The app tracks which setup steps are complete and shows a Finish setting up: N of M steps left banner at the top of the dashboard until they are all done. Select Show steps to expand the list.
  1. Choose a plan — Select a paid plan or use developer access. Select Set up to open Billing.
  2. Set your merge rules — This step appears only on Pro. Save the automated rules that should identify merge candidates.
  3. Review your first merge candidate — Complete a manual merge or resolve a B2B approval.
Account owners see a Set up Order Merge Pro modal the first time they open the app. It explains that you review a merge candidate and choose the primary order to keep, and that a merge job moves line items, cancels secondary orders, refunds eligible shipping overages, and records the completed relationship in order metafields. Select Continue to go to the highlighted step, or Skip for now to dismiss it. Staff who are not account owners see the same progress banner but no setup modal, and the step rows are read-only.

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Finish your first merge

  1. On the dashboard, find a group under Merge candidates.
  2. Select Review merge, choose the Primary order, and add an optional Merge reason.
  3. Select Merge orders.
The Review your first merge candidate step completes after a manual merge finishes as Completed, or after a B2B approval request is decided. See Merge orders from the dashboard.

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What counts toward setup

Only real state completes a step. The plan step needs an active paid subscription or developer access. The candidate step counts a completed manual merge or an approved or rejected B2B decision; pending, failed, and system-created jobs do not count.

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Next steps

Pcnaid Documentation › Shopify Ecosystem › Order Merge Pro › Merchant