Skip to main content

Run bulk actions (Operations)

The Operations command center is a workspace for running a sequence of actions across many orders at once (assign shipping rates, override carriers or dispatch bridges, tag, note, set priority, mark fulfilled), then executing them together. It is built for high-volume, deliberate batch work, with a terminal-style console and a command palette.

Open Operations

Create an operation

On the Operations page, click New Operation, name it (for example "Q4 Shipping Rate Assignment"), and open the workspace. The workspace has three panes:

  • Orders (left) holds the orders in this operation. Click Add Orders to pull orders in, then filter and select them.
  • Action Pipeline (center) holds the steps you will run.
  • Console (right) is a live log of what is happening.

Build the pipeline

Click Add Step and choose an action:

StepDoes
Assign RatePick a rate to assign to the selected orders
Override CarrierForce a specific carrier account
Override DispatcherForce a specific dispatch bridge
Apply TagAdd a tag
Add NoteAttach a note
Set PrioritySet order priority
Mark FulfilledMark orders fulfilled

Steps run top to bottom. Drag to reorder, and configure each one (a step that still needs input is flagged). When every step is configured and you have orders selected, EXECUTE runs the pipeline and streams progress to the console. The status bar tracks pending, completed, failed, and skipped counts, plus running cost.

Work fast with the command palette

Press ⌘K (Ctrl+K) to open the command palette and run any action, execute the operation, add orders, toggle the InsightsAI panel, or export to CSV by typing. Press ? for the full keyboard-shortcut list (r assign rate, x toggle selection, ⌘Enter execute, ⌘Z undo, and others).

Next steps