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Order Consolidation helps you save on shipping by identifying customers with multiple subscriptions billing within days of each other, and aligning them to ship together.

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How it works

When a customer has multiple active subscriptions, their orders might bill on different days (e.g., one on the 5th and another on the 8th). This results in separate shipments and duplicate shipping costs. Order Consolidation:
  • Detects subscriptions billing within your configured window (e.g., 7 days apart)
  • Shows you the potential shipping savings
  • Lets you align billing dates with one click so orders ship together

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Enabling order consolidation

Order Consolidation is disabled by default. To enable it:
1

Open consolidation settings

Navigate to Subscriptions > Order Consolidation and click Settings in the top right.
2

Set detection window

Set the Near-Miss Detection Window to your preferred value (1-14 days).
3

Configure options

Configure additional options as needed (see below).
4

Save

Click Save Settings.

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Configuration options

OptionDescription
Near-miss detection windowHow close subscriptions need to be to show as consolidation opportunities
Auto-consolidate same-day ordersAutomatically group subscriptions that bill on the exact same day
Notify customers when aligning datesSend an email to customers when you align their billing dates
Allow customer self-service alignmentLet customers align their own subscriptions from the customer portal

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Finding consolidation opportunities

Navigate to Subscriptions > Order Consolidation to see the dashboard. The stats banner shows:
  • Near-miss orders: Number of customers with alignable subscriptions
  • Customers affected: Unique customers who could benefit
  • Potential monthly savings: Estimated shipping cost savings
  • Detection window: Your current window setting
Below the stats, you’ll see a list of opportunities sorted by potential savings. Each opportunity shows:
  • Customer name
  • How many days apart their subscriptions bill
  • Each subscription’s next billing date and value
  • Potential savings per order

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Aligning billing dates

1

Find the opportunity

Locate the opportunity in the list.
2

Click align

Click Align Billing Dates.
3

Select target date

Select the target billing date (defaults to the earliest date).
4

Notify option

Choose whether to notify the customer.
5

Confirm

Click Align Subscriptions.
All subscriptions will be moved to bill on the selected date. Future orders will ship together, saving on shipping costs.

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Customer self-service

When Allow customer self-service alignment is enabled, customers with multiple subscriptions see a consolidation banner in the customer portal. The banner shows:
  • How many subscriptions they have billing close together
  • Potential savings per order
  • A one-click button to align their subscriptions
This empowers customers to optimize their own orders without contacting support.

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Troubleshooting

No opportunities showing?
  • Check that your detection window is greater than 0 (disabled when 0)
  • Ensure you have customers with 2+ active subscriptions
  • Subscriptions must have different billing dates within your window
Customer self-service not appearing?
  • Enable “Allow customer self-service alignment” in settings
  • Customer must have 2+ active subscriptions with different billing dates
  • Customer account extension must be installed