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Batches

Batches dashboard

Get a birds-eye view of your club orders.

Updated 1 week ago

The Batches dashboard in Bloom gives you a summary of your batch orders. It helps you track your orders and take actions at each stage of the process. The charts show order status: not batched, draft, preflight, succeeded, or failed. You can create new batches here to process orders as well.

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Statuses

In Bloom, batches have their own statuses to track progress. Packages within batches have individual statuses too.

 

On the charts, you'll find these package statuses:

  • Not batched: Packages not included in a batch yet.

  • Draft: Packages in a batch without a Preflight report.

  • Preflight: Packages in generated Preflight reports.

  • Succeeded: Processed packages with payment collected and an order created.

  • Failed: Packages that couldn't be processed due to issues.

The possible statuses for batches are as follows:

  • Draft: Batches have assigned memberships, but no Preflight report yet.

  • Preflight: Draft batches with a Preflight report generated. Review before processing.

  • Processed: Attempted payment and order creation for all packages. Packages in these batches are either "Succeeded" or "Failed."

  • Archived: Batches no longer needed, moved to the Archived tab.

 

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