How to Manage Multiple Stores On One Account
IN THIS GUIDE
In some scenarios, you may need to create additional Order Desk stores to be able to manage all of your orders in Order Desk.
While you can connect to as many different integrations as needed on a single Order Desk store, a separate Order Desk store will be needed for each additional account you have for a single integration (two Shopify stores, two Etsy shops, etc.).
Similarly, if you are a fulfillment provider, you will need to have a separate Order Desk store for each of your clients.
Even though you may need multiple Order Desk stores, they can all be set up under one account with easy access to each store while you are logged into Order Desk. You can also copy or move orders from one store to another if you want all of your orders to eventually end up in one Order Desk store.
This guide will cover how to create new stores, link the billing for multiple stores and how to move or copy orders between stores.
Creating a New Store
To create a new store in Order Desk, click on Create New Store under the Account menu in the left sidebar.
Enter your new store name and select the appropriate store description. If you’re not sure which store description to choose, select other.
Linking Billing to Another Store
The How Will You Pay For This Store section offers the option to either link the billing of your new store to an existing Order Desk store (using a drop down to select the store name), or pay for the store separately.
You can also duplicate an existing store to have all the templates, rules, folders and settings copied into the newly created store.
Managing Multiple Stores
Create as many stores as you need, giving them names that are easy to identify. Once you have more than one store in Order Desk, you can quickly switch between your stores by choosing the store name from the dropdown at the top of the left sidebar.
Copying and Moving Orders Between Stores
We recommend copying orders rather than moving them. Moved orders are completely moved from one store into another. Copied orders will stay in the original store and create a copy of the order in the second store. Copied orders will automatically pull fulfillment details from the second store. Moved orders will not.
With more than one store on your Order Desk account, you may need to copy or move orders from one store to another. This allows you to work on or submit orders for fulfillment through one single Order Desk store rather than from each individual store. You may also want to keep all orders in one store for your records or as part of your workflow.
To copy or move orders, create a rule in the initial store where the orders are first imported. If you aren't familiar with the Rule Builder, see the How to Work with Rules guide for more information.
To create your rule, click on Rule Builder under the Settings menu in the left sidebar and select Order Rule for the rule type.
For the event, select Order is Imported.
For the action, choose either Copy to Store or Move to Store and select the store where the orders should copy/move to:
You may need to add filters or additional actions, depending on your preferred workflow.
In the second store, if you want to take action on order that have been copied/moved, you will need to use the Order Copied From Another Store or Order Moved From Another Store events. The Order is Imported event will not work on these orders.
Fulfillment on Copied/Moved Orders
As copied orders are fulfilled in the second store, the shipment details will automatically pass back into the original store to update the order. If the store and integration settings are in place for it, the fulfillment details will also be sent back to the shopping cart and/or to notify the customer.
Moved orders will no longer exist in the original store. Because of this, the link to the shopping cart will be broken and we will not be able to pass any fulfillment details back into the shopping cart. Moving orders is generally better for creating an archive store and want to move old, fulfilled orders into it.
Copying Import Templates Between Stores
Any import templates you've set up in an Order Desk store can be copied over to another store on your account, saving you some time so you don't have to manually create the same template in multiple stores. You can read more about this process in our guide here.
Syncing Inventory Between Stores
If you need to keep your inventory synced between two or more of your Order Desk stores, please see the How to Sync Inventory Between Order Desk Stores guide for more information.