Bulk Order Generation Settings: Complete Reference for Shopify
Complete reference for all settings that control how your orders are generated, invoiced, and fulfilled in Send To Many for Shopify.
Every Send uses a Send type that bundles settings for order generation, invoicing, and fulfillment. Think of it as a template that controls how we process your recipients. You can create custom Send types, or use default configurations. Each setting below can also be overridden on individual Sends.
Order Revenue Handling
The most important configuration choice: decide whether recipient orders show revenue or stay at zero dollars.
Calculated values
- Recommended for revenue-generating Sends
- Recipient orders show full product pricing, tax, and shipping details. All these values are available in Shopify reporting
- Each recipient order reflects actual revenue and costs
- Needed for per-recipient tax reporting and detailed fulfillment tracking
- When revenue for the Send is collected on an aggregate invoice, this does require careful revenue reconciliation with your accounting team. You'll need to filter your Shopify reports to remove double-counted revenue.
Zero-dollar recipient orders
- Recommended for orders that shouldn't show revenue in Shopify, such as marketing or sampling Sends
- Recipient orders are $0; any revenue will appear on the gifter/aggregate order if used
- Prevents double-counting revenue in your financial reporting
Choose the right option for your accounting and tax needs. Switching between zero-dollar and calculated values requires manual reconciliation of past Sends.
Shipping
Configure how fulfillment costs are handled:
- Calculated — Recipient shipping costs calculated from your Shopify store shipping settings (per-recipient)
- Fixed — Flat rate applied to every recipient order
- Free — No shipping charge
Inventory
Control how generated orders interact with your inventory:
- Take from inventory — Recipient orders deduct from available stock
- Ignore out-of-stock — Recipient orders deduct from inventory and continue generating even if inventory is depleted
- Don't take from inventory — Orders don't affect inventory counts
Delivery Notifications
Control whether Shopify sends automated emails to recipients or the gifter.
- Suppress (default) — No order confirmation or shipping notifications sent
- Send to recipient — Recipient receives order confirmation and/or shipping confirmation
- Send to gifter — Gifter receives order confirmation and/or shipping confirmation
If you enable notifications to the gifter (billing customer) or recipient, you can also separately enable the order confirmation email to that role as well.
Order Naming
Define how recipient orders are named in Shopify using dynamic variables:
{send_name}— Name of the Send{send_id}— Unique identifier for the Send{row_id}— Unique identifier for the recipient row{row_index}— Recipient row number within the Send{order_name}— Shopify order name{first_name}— Recipient's first name{last_name}— Recipient's last name
Example template: STM-{send_id}-{row_index} produces STM-99999-001, STM-99999-002, etc.
Tags
Automatically tag orders for easy filtering and reporting:
- Static tags — Fixed labels applied to all orders from this Send type
- Dynamic tags — Use variables like
{send_id}or{first_name}to create unique tags per order
Tags apply separately to recipient orders and aggregate drafts, so you can organize your fulfillment views however you need.
Send To Many automatically adds tags to every order: "Send to Many #12397" (with your Send's ID) is added to all aggregate and recipient orders, and "Send to Many aggregate" is added to all aggregate orders. You don't need to configure these — they're always there for easy filtering.
Customer Address Management
Control how recipient addresses interact with your Shopify customer records:
- Add recipient addresses — Shipping addresses are added to the billing customer's account during generation
- Remove after generation — Automatically clean up recipient addresses to prevent cluttering the customer record
Aggregate Order Settings
Aggregate orders are optional. If you're using Send presets for bulk orders where you aren't collecting payment (e.g., influencer seeding or internal shipments), you can skip this section entirely.
When you do use aggregate orders, they serve as the gifter's invoice: a single Shopify draft order that captures the total cost of a Send. The settings below control how that invoice is created and what happens after it's paid.
Require Payment
When enabled, the gifter must pay the aggregate invoice before any recipient orders are generated. This is the only option available on Step 5 of order upload: create an invoice.
This setting exists to prevent scenarios where orders are generated accidentally without payment being collected. It's especially useful when customer service or sales team members are using the app directly and you want to ensure payment is always part of the workflow.
Auto-Generate Orders
This setting is available when Require Payment is enabled. When turned on, recipient orders are generated automatically as soon as the aggregate draft order is paid. "Paid" includes marking the order as paid manually or, for B2B customers, when payment terms on the invoice are accepted. This is the recommended setting for most scenarios.
If auto-generate is not enabled, the assigned user receives a notification that payment has been received. They then need to open the Send in the app and click Process Orders to generate recipient orders manually.
Auto Cancel Parent Order
In some scenarios, brands want to cancel the aggregate (parent) order after recipient orders are generated to keep it out of ERP or fulfillment workflows.
Cancelling the aggregate order can create confusion for customers who reference it as their receipt. It also leaves the transaction and revenue associated with a cancelled order in Shopify. We don't recommend enabling this unless it's required for a specific back-end workflow.
Import Format Requirements
You can lock a Send preset to a specific saved Import Format by enabling Require specific import format and selecting a format. When enabled, any Send created with this preset will require the selected import format, ensuring consistent spreadsheet structure across uploads.
Aggregate Order Tags
Tags added to the aggregate order are configured separately from recipient order tags. Send To Many automatically adds a permanent "Send to Many aggregate" tag to every aggregate order, plus any custom tags you configure here.