Allocate an order to a child account

1. Manually allocate an order to a child account

1. Go to your Orders page.
2. Right-click the order(s) you want to reassign, then click Assign to another account.
3. Select the child account from the list.
   • NB: This will only be possible if you have set up a child account.
   • NB: You can reassign orders back to your parent account from the child account using the manual method, but you can't reassign orders from one child account to another.
   • NB: This can only be done with orders in the New tab.

2. Create a rule to allocate an order to a child account

1. Go to Settings > Rules > Add a new rule.
2. Select Destination postcode.
3. Enter your list of postcodes.
4. Select Assign to Another Account.
5. Select the account name.

Troubleshooting

Why do orders keep re-importing into the parent account after I manually assign them?

Manual assignment does not change your integration import logic. If auto-import and webhooks are still enabled on the parent account, the same order can be imported again.

To avoid this, use one approach consistently:

• Manual workflow: manually import and manually assign orders (with auto-import/webhooks disabled where required).
• Automated workflow: use Assign to Another Account rules with auto-import/webhooks enabled.

Avoid mixing both workflows for the same order stream.