Adding Gifts to Orders

Feature Description

Onewarehouse has added the "Gift" feature. You can add gifts when creating or editing orders; you can also pre-set gift rules, so that when syncing or importing orders, the system automatically matches gifts to orders that meet the conditions, enabling personalized marketing.

• Notes
• 【Manual Addition of Gifts to Orders】 Operation Steps
• 【Automatic Matching of Gifts to Orders】 Operation Steps
• 【Gift Orders】 Operation Instructions
  • Updating Orders
  • Merging Orders / Canceling Merge
  • Splitting Orders and Canceling Split
  • Modifying Products
  • Order Allocation

Notes

• The gift feature in OW is completely independent and does not sync with gift features on upstream platforms. If you have already set gifts on the upstream platform, to avoid duplicate gift additions, please do not set gifts again in OW.
• Orders manually created in OW will not automatically match gifts and require manual addition.
• Regular products take priority over gifts in inventory allocation.
• Gifts participate in volume verification and inventory allocation just like regular products during shipment; out-of-stock gifts will trigger exceptions and cannot be shipped.
• Automatic matching of gifts does not support adding [Bundle Products] as gifts. If you want to use [Bundle Products] as gifts, please add them manually.
• A gift rule match is executed only once per order during sync or import. Editing, splitting, merging, or copying the order afterward will not trigger gift rule matching again, but existing gifts will be retained.
• Orders containing only gifts can also be shipped.

【Manual Addition of Gifts】 Operation Steps

Step 1

In the OW [Create Order] or [Edit Order] interface:

• Click "Add Gift" in the “Product Information” section, enter the “Product Unit Price” and “Quantity” to add gifts.
• Click the delete button to remove gifts.

Added gifts will display a 【Gift】 label.

Note: The currency of the gift will match that of the first product. If they differ, the system will convert the gift’s currency and amount to the order product’s currency and amount based on real-time exchange rates.

Step 2

After editing all information, click "Save." The system will prompt 【Creation Successful】 and return to the 【Pending】 page, completing the creation or editing of the gift order.

You can filter orders containing gifts in 【Order Management】 by using the 【Order Label】.

【Automatic Matching of Gifts to Orders】 Operation Steps

Step 1 Set Gift Rules

Go to 【Settings】 > 【Additional Features】 page, click “Go to Settings” under 【Auto Add Gift Rules】, and the system will redirect to the 【Gift Rules Interface】.

If no rules have been created, click “Create Rule” to complete rule creation. For detailed instructions on creating rules, see Understanding Gift Rules.

If rules have already been created, enable the rule status to immediately activate the gift rules. To create more rules, click the “+ Create Rule” button in the upper right corner.

Created rules support priority sorting. Click “Set Rule Priority,” drag the rules in the popup to reorder, and click “Done” after adjusting.

Note: Orders will be matched sequentially from top to bottom according to the set priority. Once an order meets the condition of a rule, the matching process stops for subsequent rules. Each order executes gift matching only once.

Step 2 Sync/Import Orders

Gift rules apply to orders synced from upstream platforms, bulk imported orders, and orders created via OPEAPI.

After successful import, the system automatically matches gifts based on the set gift rules. Orders meeting the rules will automatically have gifts added and will be tagged with 【Gift】.

【Gift Orders】 Operation Instructions

Updating Orders

Go to 【Orders】 > 【Order Management】 Pending list, select an order, and execute “Update Order.” The system will fetch the latest order information from the upstream platform and re-match gifts based on the current “Gift Rules.” All gifts in the order (including manually added gifts) will be overwritten by the latest matching results:

• If new gifts are matched, they will replace the old gifts after update.
• If the order no longer meets gift rules, it will have no gifts after update.

Merging Orders / Canceling Merge

Select orders and execute “Merge Orders.” Gifts will be merged along with regular products. Merged orders will carry both the 【Merged】 and 【Gift】 labels:

• If there are no identical gifts before merging, gifts will display separately after merging.
• If identical gifts exist before merging, quantities will be summed, and the price will be the average unit price of the gifts.
• Regular products and gifts with the same SKU will not be merged in display.

Merged orders containing gifts can also be unmerged. Executing “Cancel Merge” on merged orders will fully restore the orders to their pre-merge state.

Splitting Orders and Canceling Split

When splitting gift orders, gifts are split just like regular products and can be split out separately. Split orders containing gifts will have the 【Gift】 label.

Canceling the split will restore the parent order to its pre-split state and delete all child orders.

Modifying Products

Gifts cannot be “replaced,” “added,” or “deleted” through bulk operations. To edit gifts in an order, you must enter the order edit interface and modify them individually.

Order Allocation

Gift orders can also be “allocated.” Allocation can only succeed when inventory fully meets the order requirements.

Note: If the order status is 【Partially Allocated】 due to “Executing Shipment,” you must first release the reserved inventory before editing the order.