Split Copy Merge Order Actions

Overview

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Split Copy Merge Order Actions is a powerful WooCommerce extension that enables store administrators to efficiently manage orders with advanced actions. Easily split, copy, merge, or assign orders directly from the WooCommerce admin panel. This plugin streamlines order management workflows, reduces manual effort, and enhances operational flexibility for WooCommerce stores of all sizes.

Order Action Button Restrictions

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Order action buttons (Split, Copy, Merge, Assign) are only available under certain conditions:

• Ineligible Product Types:
  The Split, Copy, and Merge buttons are only shown for orders that do not contain ineligible product types. By default, ineligible types include subscriptions, variable subscriptions, and bookings, but this list can be extended via plugin filters. If an order contains any ineligible product, these actions will not be available.
• Merged Orders:
  No order action buttons (including Assign) are shown for orders that have the “Merged” status. Once an order is merged, all action buttons are hidden in both the order list and the single order admin page.
• Assign Button:
  The Assign button is always available for eligible orders, regardless of product type, except for orders with the “Merged” status.

These restrictions ensure that order actions are only available when it is safe and appropriate to perform them, and help prevent unintended changes to special order types.

Settings

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General Settings Page

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• Navigate to WooCommerce > Settings > Order to configure global plugin options.
• Enable or disable specific order actions (Split, Copy, Merge, Assign).
• Set permissions for user roles.
• Configure default behaviors for each action.

Copy popup

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The Copy button is available in both the WooCommerce order list (order actions menu) and on the single order page. Clicking it opens the Copy popup, where you can configure exactly what to copy to the new order.

Available Settings:

• Order Fields to Copy:
  Select which parts of the order to include in the copy. The following fields are available:
• Line items: Products, fees, shipping, and coupons.
• Order status: The current status of the order.
• Customer: Customer information.
• Billing address: The billing address details.
• Shipping address: The shipping address details.
• Customer note: Any notes left by the customer.
• Date created: The original order creation date.
• Tax status: Tax status information.
• Customer IP: The IP address of the customer.
• Customer user agent: The browser/user agent string.
• Advanced: Copy additional order meta:
  Toggle this option to reveal a list of all available order meta fields (custom fields and metadata). You can individually select which meta fields to include in the copy.

Order Notes:
When you copy an order, the new order will automatically include an order note referencing the original order. The note will be in the format: Order copied from #ORDER_NUMBER.

This modal is useful for recurring orders, quick duplication, or when you need to copy only specific parts of an order.

Split Modal

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The Split button is available in both the WooCommerce order list (order actions menu) and on the single order page. Clicking it opens the Split popup, allowing you to select which items and quantities to move to a new order.

Available Settings:

• Products Table:
  View all items in the order, including product image, name, SKU, quantity, and total. For each item, you can specify the quantity to split into a new order (from 0 up to the available quantity).
• Shipping Costs:
  If the order includes shipping, a shipping section is displayed. You can enter the amount of shipping cost to allocate to the new order. The value must be between 0 and the original shipping cost. Validation ensures you cannot exceed the original shipping amount.
• Split Order Button:
  After configuring your selections, click the Split Order button to create a new order with the chosen items, quantities, and shipping cost.

What happens to the original order?
When you split an order, the original order is updated as follows:

• The quantities of any items you moved to the new order are reduced accordingly in the original order.
• If you allocated a portion of the shipping cost to the new order, the shipping cost in the original order is reduced by that amount.
• Any items or shipping costs not split remain in the original order.
• Both orders retain their own order notes, history, and status.

Order Notes:
The Split popup automatically adds detailed order notes to both the new (split) order and the original order:

• New Split Order:
• Note indicating it was created by splitting from the original order (with a link to the original).
• A bulleted list of items and quantities that were split.
• If shipping was split, the original shipping cost is noted.
• The username and email of the user who performed the split.
• Original Order:
• Note indicating it has been partially split into a new order (with a link to the new order).
• A bulleted list of items and quantities that were split.
• If shipping was split, the split shipping cost and the original shipping cost before the split are noted.
• The username and email of the user who performed the split.

This ensures a clear audit trail and transparency for all order split actions.

This popup is ideal for partial shipments, when customers request separate deliveries, or when you need to move specific items to a new order for any reason.

Merge popup

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The Merge button is available in both the WooCommerce order list (order actions menu) and on the single order page. Clicking it opens the Merge popup, allowing you to select another order (with matching customer) to merge the current order into.

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Merged Orders Summary Meta Box

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When an order is created by merging other orders, a Merged Orders Summary meta box will appear in the order admin sidebar. This meta box is only visible for orders that have been created via the merge action and contain merged order data.

The Merged Orders Summary meta box is currently only available for classic orders (non-HPOS). If your site uses the High-Performance Order Storage (HPOS) system, this meta box will not appear. Support for HPOS orders is planned for a future update.

When is it visible?

• The meta box is shown only for orders that have the “Merged” status and contain the _merged_orders meta field (i.e., orders created by merging two or more orders).
• It will not appear for regular orders, split orders, or orders that have not been merged.

Sections explained:

• “This order was created by merging the following orders”:
  A table listing each original order that was merged into this one. Each row shows:
• The order number (with a link to the original order)
• The total amount for that order
• “Sum of merged orders”:
  Displays the combined total and combined paid amount of all the merged-from orders. This helps you see the aggregate value of the original orders before merging.
• “This merged order”:
  Shows the total and paid amount for the current (merged) order. This allows you to compare the new merged order’s totals with the sum of the originals.
• Warning notice (if totals differ):
  If the paid amount of the merged order does not match the sum of the paid amounts of the merged-from orders, a warning is displayed. This helps you quickly spot discrepancies that may need manual adjustment.

This meta box provides a clear audit trail and transparency for merged orders, making it easy to review which orders were combined, verify totals, and ensure payment records are accurate.

Example:

Merged Orders Summary

This order was created by merging the following orders:
| Order   | Total    |
|---------|----------|
| #1234   | $100.00  |
| #1235   | $50.00   |

Sum of merged orders:
Total: $150.00
Paid: $150.00

This merged order:
Order Total: $150.00
Paid: $150.00

[Warning if paid amounts do not match]

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Available Settings:

• Order Selection Table:
  View a list of mergeable orders for the same customer. Each row displays order number, status, items (with images, names, SKUs, and quantities), date, and total. Select the target order you want to merge into.
• Order Details Preview:
  Review the items and details of each order before merging.
• Merge Confirmation:
  You must confirm the merge action before proceeding, as it cannot be undone.

What happens when you merge orders?

• All line items from the source order are moved into the target order. If the same product/variation/unit price exists in both, quantities and totals are combined.
• The source order’s status is set to “Merged” and its line items are removed.
• The target order is updated to reflect the combined items, totals, and history.
• Customer, billing, and shipping information are preserved from the target order.

Order Notes:
The Merge popup automatically adds detailed order notes to both the source (merged-from) and target (merged-into) orders:

• Source Order (merged-from):
• Status is changed to “Merged”.
• Note indicating it was merged into another order (with a link to the target order).
• A bulleted list of items and quantities that were merged.
• The username and email of the user who performed the merge.
• Target Order (merged-into):
• For each merged-from order, a note is added indicating that order was merged into this order (with a link to the source order).
• A bulleted list of items and quantities that were merged from each source order.
• The username and email of the user who performed the merge.

This ensures a clear audit trail and transparency for all order merge actions.

This popup is useful for consolidating multiple orders from the same customer, reducing shipping costs, or simplifying order management.

Assign popup

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The Assign popup is available from the WooCommerce order list (order actions menu), where you can search for and assign an order to a specific user, staff member, or fulfillment agent.

Available Settings:

• User Search:
  Search for users by username, first name, or last name. Type at least 3 characters to begin searching. Results are displayed in a sortable, filterable table.
• User Selection Table:
  View user details including username, name, surname, country, state, email, and phone. Click a row or radio button to select the user to assign.

What happens when you assign or unassign an order?

• The selected user is set as the assignee for the order.
• The order list and order details will display the assigned user.
• You can unassign an order, removing the current assignee.

Order Notes:
The Assign popup automatically adds order notes for assignment actions:

• When assigned:
• Order assigned to staff: USERNAME (EMAIL) by ADMIN_USERNAME (ADMIN_EMAIL)
• When unassigned:
• Order unassigned from DISPLAY_NAME

This provides a clear audit trail of assignment changes for each order.

Single Order Admin View:
On the single order admin view, assignment is managed via a select field labeled “Assigned To” (not a popup button). You can search for and select a user directly from this field to assign or change the assignee.

Use Cases

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• Partial Shipments: Split an order when only part of it is ready to ship.
• Order Consolidation: Merge multiple orders from the same customer to reduce shipping costs.
• Recurring Orders: Copy previous orders for repeat customers with a single click.
• Team Assignment: Assign orders to staff for processing, picking, or delivery.
• Bulk Management: Use bulk actions to process multiple orders efficiently.

Compatibility with WooCommerce Subscriptions

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Use extreme caution when performing split, copy, or merge actions on subscription orders. Always test these actions in a staging environment before using them on live subscription data. Review the results carefully to ensure subscription integrity is maintained.

FAQ

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Q: Is this plugin compatible with the latest version of WooCommerce?
A: Yes, the plugin is actively maintained and tested with the latest WooCommerce releases.

Q: Will splitting or merging orders affect stock levels?
A: Yes, stock levels are automatically adjusted when orders are split or merged.

Q: Can I restrict access to certain order actions by user role?
A: Yes, permissions can be configured in the general settings page.

Q: Are custom order fields and meta data preserved?
A: The plugin preserves all standard and custom order meta data during copy, split, and merge actions.