Consolidation Groups

Group related orders or products together so they can be planned, tracked, and shipped as a single unit.

What a Consolidation Group Is

A consolidation group is a named collection of records. Vintaflow supports two kinds:

Grouping is non-destructive. Adding an order to a group does not change the order itself, and deleting a group leaves every member record intact.

Viewing Consolidation Groups

1. Navigate to Consolidations from the sidebar
2. Choose the Orders or Products tab

The list shows:

• Name - The group identifier
• Entities - How many records are in the group
• Created Date
• Created By

Use Select Columns to show or hide columns. Your choice is saved for next time.

Creating an Order Group

1. Go to Consolidations and select the Orders tab
2. Click Add Group
3. Enter an Identifier (required) - for example, West Coast Shipment

4. In the Entities field, search by order number to find orders for this account
5. Select each order you want to include - a coloured status badge shows its current state
6. Selected orders appear below as removable pills. Click the X on any pill to drop it
7. Click Create

Creating a Product Group

The steps are identical, but start from the Products tab and search for products instead of orders.

Group Details

Click a group to open its detail view.

Order Groups

Summary tiles across the top show:

• Total Orders
• Total Item Quantity
• Damaged Quantity - highlighted when greater than zero
• Distinct Warehouses

Below the tiles you will find a status breakdown, then:

• Delivery Timeline - when each member order is due to arrive
• Trade Route Map - buyer warehouses, seller warehouses, and the trade routes between them. Use the theme button to change the map style
• Member Orders - a card for each order, with its line items

Use the arrows beside the group name to move to the Previous Group or Next Group without returning to the list.

Product Groups

Product groups show Total Products and Distinct Producers, followed by the Member Products list.

Editing a Group

1. Open the group
2. Click Edit
3. Change the identifier, or add and remove entities
4. Click Save

Deleting a Group

1. Open the group and click Delete
2. Confirm in the dialog

Consolidation Groups in Imports

Both the product and order import templates accept an optional consolidation_group column, so you can assign records to groups during a bulk upload instead of building the group by hand. See Import Data.

Filtering and Exporting

• Click Filters to filter by member records, date range, and sort order. The button shows a count of active filters
• Click Export to download the group list as CSV or Excel

Permissions

Consolidations require the Read Consolidation Group permission. Creating, editing, and deleting each require their own permission. If you cannot see the Consolidations item in the sidebar, ask your administrator to review your role.

Updated on: 27/08/2026