How to create a batch

1. Navigate to the Releases Section

• Open the Bloom Commerce app.

• Locate and select the "Releases" section.

• Scroll down to the "Batches" tab.

• Choose the specific release you want to charge members for (e.g., 2025 Spring Release).

2. Create a New Batch

• Click on "Create a Batch" (available in multiple locations).

• This action will lead you to the batch creation page.

3. Select Membership Groups

• Identify and select the groups within your release that you wish to charge. 

• Select the groups you want to include in the batch and continue. 

4. Apply Filters

• Fulfillment Filter: Choose between members who are shipping their release or picking it up.

• Customization Filter: Decide if you want to filter by members who have customized their release or those who have not.

• Choose "All" if you don't want to filter your memberships buy fulfillment or customization. 

5. Review Member List

• After applying filters, a list of eligible members will be displayed.

• Ensure the members meet your selected criteria (e.g., shipping members, not customized). Search, filter and sort if needed, to find the memberships not listed on the first view. 

• If you need to remove memberships at this point, check the box next to the membership and use the Remove feature in the Bulk Actions dropdown. 

6. Finalize the Batch

• Confirm that the remaining members will be included in the batch and charged for the wine.

• Name your batch appropriately and save.

7. Set Shipping Preferences (if applicable)

• If using Ship Compliant, set your preferred ship date and order type.

• If not, proceed to create your pre-flight, or save the batch so you can come back to it later. 

8. Create orders

• After you've reviewed the Preflight report and made any updates click the Create Orders button in the top right. 

• Confirm any banners or dialogs and continue. This will create your orders in Shopify.