Feature Support by Workflow: Checkout, Upload, and Inquiry Form

One table showing how each Send To Many feature works in multi-recipient checkout, bulk order upload, and the inquiry form: gift messages, shipping dates, discounts, product customization, tax, payment, and more.

Send To Many has three ways to create a Send: a shopper checks out on your storefront, your team uploads a spreadsheet in the app, or a customer submits the inquiry form. Most features work in all three, but where you configure them and how the data gets in differs. This page is the quick reference. Each row links to the article with the details.

An inquiry becomes an upload Send when you convert it, so from that point the Upload column applies.

Core workflow

Feature	Multi-recipient checkout	Bulk order upload	Inquiry form
Who enters recipients	The shopper, one at a time or by uploading a spreadsheet in the cart	Your team, from a CSV, Excel file, or Google Sheet	The customer, in the form or as an attached spreadsheet. Your team converts the inquiry into a Send
Where it's configured	A checkout configuration (Pro and up for more than one)	A Send preset	An inquiry form configuration (Pro and up for more than one)
Address validation	Autocomplete as the shopper types, with validation before checkout	Validated on Step 3 with suggested corrections	Validated on Step 3 after conversion
Products per recipient	Each recipient card has its own product picker from the cart or collection	Product columns per recipient, or one product for everyone chosen on Step 2. Custom items for products not in your catalog	Chosen on Step 2 after conversion
Payment and invoicing	The shopper pays once in Shopify checkout. B2B payment terms apply for logged-in company customers	An aggregate draft invoice: pay by card, payment terms, or mark as paid. Deposits and prepayment supported	Converts to a Send; invoiced like an upload
Links	How checkout works	Quick start	How the inquiry form works

Recipient details

Feature	Multi-recipient checkout	Bulk order upload	Inquiry form
Gift messages	A per-recipient gift message field. Stored as an order note, additional detail, metafield, or line item property, per the configuration	A column mapped to the order note, an additional detail, a metafield, or a line item property	A form field or a spreadsheet column; mapped on conversion
Shipping dates	A shipping schedule: one date for the Send or a date per recipient. Dates from Zapiet, Bird, or a custom integration when enabled	A shipping date column mapped to the field your fulfillment app expects. Zapiet, Bird, and custom integration dates are chosen on Step 4	From the spreadsheet, mapped on conversion
Shipping rates	Shopify rates calculated per recipient, with rate filters, or a fixed or free rate	Calculated, fixed, or free per preset. A shipping method column pre-selects a rate; rates confirmed on Step 4	Same as upload after conversion
Product customization	Custom fields per product (text or file upload), global or per recipient. Pro and up	Columns mapped to line item properties and attached to products on Step 2, including logo files	A file upload field on the form; mapped to products on conversion
Recipient fields	Configurable: company, email, phone, custom fields	Any column, mapped to standard fields, additional details, metafields, or tags	Configurable form fields
Links	Core settings, Product customization, Flare dates	Spreadsheet format, Product customization in uploads	Configuring the inquiry form

Pricing, discounts, and tax

Feature	Multi-recipient checkout	Bulk order upload	Inquiry form
Discount codes	Per recipient, or on the whole order at the Shopify payment page. Volume discount tiers by recipient count or order value. Shopify automatic discounts apply per recipient	A discount code or custom discount applied on Step 5 to each recipient order, plus discounts on the aggregate invoice	Same as upload after conversion
Custom pricing	B2B catalog pricing for logged-in company customers	A unit price column, or edit prices on Step 2	Same as upload after conversion
Sales tax	Calculated per recipient at each destination	Calculated per recipient at each destination	Same as upload
Order revenue	Calculated values on recipient orders (recommended), or $0	Calculated values on recipient orders (recommended), or $0	Same as upload
Links	Discounts	Send presets

Orders and after the Send

Feature	Multi-recipient checkout	Bulk order upload	Inquiry form
Notifications to recipients or the customer	Set under Order processing in the checkout configuration	Set on the Send preset, with per-Send overrides	Same as upload
Inventory handling	Set in the checkout configuration	Set on the Send preset	Same as upload
Order tags, notes, and metafields	Tags and attributes from the configuration	Preset tags plus per-row columns	Same as upload
Order name template	Per configuration	Per preset	Same as upload
Customer account Sends page and Send Again	Yes	Yes, when the Send has a customer attached	Yes, after conversion
Translations	Cart text and translations	Not applicable (admin only)	Form text and translations
Links	Notifications, Sends page	Send presets	Managing inquiries

Which workflow fits

• Checkout when the buyer can serve themselves: they know their list, they pay by card, and you don't need to review the order first.
• Upload when your team receives the list, needs to review or price it, or invoices the client before orders ship.
• Inquiry form when buyers start with a question or a quote request. It captures the list and context, and your team takes it from there as an upload.

For a full walkthrough of each, start with Setting Up Multi-Recipient Checkout, Import Your First Bulk Order, or Setting Up the Inquiry Form.