From the Sales list you can run one action against many orders at once. Select the orders you want with the checkbox column on the left of the table, then open the Bulk Actions menu and choose an action. Most actions show a progress message while they run and reload the list when they finish.

The Bulk Actions menu groups its entries into WORKFLOW, then (when the ShipStation integration is installed) a Shipstation group, then DOCUMENTS. This article covers what each action does to the selected orders, the selection limits that apply, and where results appear. For the single-order detail of each workflow, follow the cross-links to the dedicated articles.

Select orders and open Bulk Actions

Open the Sales list.
Tick the checkbox on each order you want to include. You can shift-click to select a range.
Open the Bulk Actions menu at the top of the list.
Choose an action.
Wait for Qoblex to finish. Workflow actions show a progress message (for example Allocating Orders…) and then reload the list.

If you open an action with nothing selected, Qoblex shows No orders selected with the message Please select one or more orders and try again and does nothing.

When a workflow action finishes with everything successful, Qoblex shows a success message (for example The selected orders have been allocated). When it does not fully succeed, Qoblex opens a dialog listing the reasons the orders were rejected. Put On Hold is the exception: instead of a dialog it warns One or more orders failed to update. Please check the activity feed for details.

Workflow actions

These actions are in the WORKFLOW section of the menu. They behave in one of two ways, which matters when a large selection contains a bad order:

Best-effort: Qoblex tries every selected order, keeps the ones that succeed, and reports the ones that failed. This applies to Allocate, Deallocate, and Sync to Store….
All-or-nothing: Qoblex processes the selection as a single batch. If any one order fails, the whole batch is rolled back and none of the selected orders are updated. This applies to Invoice, Pick, Pack, Ship, and Put On Hold.

For the all-or-nothing actions (Invoice, Pick, Pack, Ship, Put On Hold), a single bad order stops the whole run. If the action reports a failure, none of the selected orders were changed. Fix the order named in the message, then run the action again on the full selection.

Allocate

Allocate reserves available stock for the selected orders. Qoblex attempts each order in turn. On full success it shows The selected orders have been allocated. If any orders could not be allocated, it opens a Bulk Allocate dialog listing the reasons (for example, insufficient stock); the orders that succeeded stay allocated. A selected quote is accepted before it is allocated. See Allocate stock to a sales order for how allocation works on a single order.

Deallocate

Deallocate releases existing stock reservations from the selected orders. Qoblex attempts each order in turn. On full success it shows The selected orders have been deallocated. If any orders could not be deallocated, it opens a Bulk Deallocate dialog with the details; the orders that succeeded stay deallocated.

Deallocation changes what stock is available to pick. Review it carefully if warehouse work has already started on any of the selected orders.

Put On Hold

Put On Hold flags the selected orders as on hold so they stop moving through the standard fulfillment flow until the hold is removed. This runs as a single batch: on full success Qoblex shows The selected orders have been put On Hold; if any order fails, the batch is rolled back and Qoblex warns One or more orders failed to update. Please check the activity feed for details.

Sync to Store…

Sync to Store… opens a Sync Orders dialog. The dialog lists your connected Shopify sales channels under Select the store where to sync the selected orders. Pick a store, then choose Sync orders to push the selected orders to that channel. Qoblex attempts each order in turn; if any orders could not be synced, it opens a Bulk Sync dialog with the returned messages, and the orders that synced are unaffected.

Only Shopify sales channels appear in this dialog. If a store is missing, confirm the Shopify integration is installed and active. See Sales imports and channel sync.

Invoice

Invoice creates invoices for the selected orders as a single batch. On full success Qoblex shows The selected orders have been invoiced. If any order cannot be invoiced, the whole batch is rolled back, no invoices are created, and Qoblex opens a Bulk Invoice dialog naming the order that failed. See Invoices and payments for invoicing a single order.

Pick, Pack, and Ship

Pick, Pack, and Ship advance the selected orders through the warehouse workflow, each as a single batch. While one runs, Qoblex shows a progress message (Picking Orders…, Packing Orders…, or Dispatching Orders…). If any order cannot be advanced, the whole batch is rolled back, none of the selected orders move, and Qoblex opens a summary dialog (Bulk Pick Orders, Bulk Pack Orders, or Bulk Dispatch Orders) naming the order that failed and why. See Shipments: picking, packing, and dispatch for the single-order detail.

Because these warehouse actions are all-or-nothing, one unresolved order blocks the whole selection. Open the order named in the dialog, resolve the picking or packing problem, then re-run the action on the full selection.

Export

Export downloads the selected orders as a CSV file named order_export.csv.

You can export up to 100 orders at once. If more are selected, Qoblex shows Too many orders selected and asks you to reduce the selection before exporting.

The file has one row per order line. Each product line is exported with Line Type set to Item (or Bundle for a bundle, followed by its Bundle Part rows), custom charges as Custom, and any refunds as Return. The order and customer columns repeat on every row belonging to the same order. The columns are:

Column	Description	Required
Order	Order reference number.	Yes
Status	Order status.	Yes
Customer	Customer (contact) name.	No
Primary Person Name	Contact person on the customer record.	No
Primary Person Email	Contact person’s email.	No
Address Line 1	Shipping address, first line.	No
Address Line 2	Shipping address, second line.	No
City	Shipping address city.	No
Zip	Shipping address ZIP / postcode.	No
Country	Shipping address country.	No
Primary Person Phone	Shipping address phone number.	No
Line Type	Row type: Item, Bundle, Bundle Part, Custom, or Return.	Yes
Name	Product or line name.	Yes
Sku	Product variant SKU.	No
Barcode	Product variant barcode.	No
Recommended Retail Price	Variant’s recommended retail price.	No
Recommended Wholesale Price	Variant’s recommended wholesale price.	No
Country Of Origin	Variant’s country of origin.	No
HS Code	Variant’s harmonized system code.	No
Notes	Order comments.	No
Tags	Order tags.	No
Quantity	Line quantity.	Yes
Price	Line unit price.	No
Discount (%)	Line discount percentage.	No

The Required column reflects which values are always written; other columns are blank when the underlying order or variant has no value.

Create Purchase Order

Create Purchase Order opens the purchase order generator, pre-filled from the product lines on the selected sales orders. Qoblex carries the source sales order reference onto each generated purchase item so purchasing stays tied back to customer demand.

You can generate purchase orders from up to 30 orders at once. If more are selected, Qoblex shows Too many orders selected and asks you to select 30 orders or fewer.

The generator uses product lines only. Lines that are not connected to a product variant are skipped. For each included line, Qoblex carries the product variant, quantity, and source sales order reference into the generated purchase item. See Create purchase orders from a sales order.

Drop Ship

Drop Ship opens the dropship workflow for a single order. It is limited to one order at a time.

If no order is selected, Qoblex shows Select a sale order to drop ship.
If more than one order is selected, Qoblex shows You can drop ship one sale order at a time.
If exactly one order is selected, Qoblex opens the dropship dialog for that order.

See Dropshipping.

Shipstation actions

When the ShipStation integration is installed, the menu shows a Shipstation group with Send to Shipstation, which queues the selected orders to ShipStation as a background job. Its outcome is reported on the activity feed once the job finishes. This is a ShipStation-integration action and is documented separately. See Send orders to ShipStation.

Document actions

These actions are in the DOCUMENTS section of the menu. They produce printable files for the selected orders.

Pick Lists

Pick Lists generates pick lists for the selected orders.

If exactly one order is selected, Qoblex opens the pick list for that order directly in a new tab.
If more than one order is selected, Qoblex opens a Print Pick Lists prompt asking Would you like to merge the pick list items or print them separately? Choose to merge the items into a combined list or print each order’s list separately.

Packing Slips

Packing Slips opens a Packing Slips dialog that generates packing slips for the selected orders. The dialog builds slips for the selected picked and/or packed orders. You can tick Include orders that are neither picked nor packed. to also print slips for orders that have not yet been picked or packed. If you have packing slip document templates, you can pick one before generating.

Choose Generate to build the file. Qoblex prepares it in the background, then shows a Preview link to open the document in a new tab.

When a bulk action reports a failure

How you recover depends on which kind of action it was:

Read the dialog Qoblex opens after the action. It lists the order that failed and the reason. For a best-effort action (Allocate, Deallocate, Sync to Store…), only the named orders were skipped and the rest are done. For an all-or-nothing action (Invoice, Pick, Pack, Ship, Put On Hold), nothing in the selection was changed.
For Put On Hold, there is no dialog. Check the activity feed for the reason.
Open the named order individually, resolve the underlying issue, then re-run the action. For all-or-nothing actions, re-run it on the full selection.

An action reported success but a specific order did not change

For best-effort actions (Allocate, Deallocate, Sync to Store…) an order can be quietly left out only if it appears in the failure dialog. If no dialog appeared, every selected order was processed. Common reasons an order is rejected are order status, stock availability, existing allocations, shipment state, an integration-locked order, or a missing document prerequisite. Fix the cause on the individual order, then re-run the action.

An all-or-nothing action changed nothing

Invoice, Pick, Pack, Ship, and Put On Hold process the selection as one batch. If any single order fails, the whole batch is rolled back, so none of the selected orders are updated. Read the dialog (or, for Put On Hold, the activity feed) to find the order that failed, fix it, then run the action again on the full selection.

Export or Create Purchase Order is blocked

Both actions cap the number of orders you can include at once: Export allows up to 100 orders and Create Purchase Order allows up to 30. If you selected more than the cap, Qoblex shows Too many orders selected. Reduce the selection and try again.

Drop Ship will not open

Drop Ship handles one order at a time. If you selected more than one order, Qoblex asks you to drop ship a single order; if you selected none, it asks you to select a sale order to drop ship. Select exactly one order and re-run the action.

A store is missing from Sync to Store…

Only connected Shopify sales channels appear in the Sync Orders dialog. If the store you expect is not listed, confirm the Shopify integration is installed and active, then reopen the dialog.

Bulk actions on sales orders