Bulk Specials apply one delivery change to many clients for a single delivery date in one operation, instead of editing each client's delivery individually. Each affected client receives a delivery special for that date, and the whole batch can be reviewed and undone as a unit.
Opening the Bulk Specials page
Go to the Admin page.
In the Administration section, click Bulk Specials .
The list shows upcoming bulk specials — those with a target date of today or later — with their Name, Target Date, Action, Status, and a Progress bar. Click Create Bulk Special to start a new one.
Creating a bulk special
Click Create Bulk Special and fill in the form. It is grouped into sections:
Basic Information
Name — A descriptive name for the operation (e.g., "Double meals for Thanksgiving").
Description — Optional details about what the operation does.
Delivery Date — The single date the change applies to. (If shifting deliveries from one day to another, this is the day that the deliveries will be made.)
Action Configuration
Choose one Action. What you pick determines the fields that appear below it:
Multiply all meal quantities — Multiplies every item in each client's delivery by a Multiplier (default 2). Choose 2 to double, 3 to triple, and so on.
Add product to all deliveries — Adds a Product at a Quantity to each client's delivery. If a client already receives that product, the quantity is increased instead.
Modify product quantity — Changes the quantity of a Product by a positive (increase) or negative (decrease) amount. Only clients already receiving that product are affected.
Remove product from all deliveries — Removes a Product from the deliveries of clients who currently receive it. Only those clients are affected.
Add instructions to all deliveries — Adds Kitchen Instructions , Delivery Instructions , or both to each client's delivery. Turn on the matching toggle and enter the text.
Client Delivery Filtering
Choose which clients on the delivery date to include:
All clients receiving deliveries on target date — Everyone scheduled that day.
Selected zones only — Only clients with deliveries in the Zones you check.
Selected routes only — Only clients with deliveries on the Routes you check.
Coverage Day Filter (optional)
Turn this on to further narrow the operation to clients whose recurring order on a chosen date includes a specific product or category. This is useful for covering clients who would normally be served on an upcoming holiday.
Coverage date — The date whose recurring orders define the filter. It can be the same as the delivery date or a different date (such as a skipped holiday).
Product — Optionally include only clients whose order on the coverage date includes this product.
Product category — Optionally include only clients whose order on the coverage date includes this category.
You can narrow by a product or by a category, but not both.
Clients who already have a stop or another delivery special on the target date are automatically skipped, as are inactive clients.
Click Create Bulk Special to save. Execution starts immediately, and a confirmation message reports how many clients the operation will affect.
Monitoring progress
The detail page updates the Status live while the operation runs and shows the action configuration, the client targeting summary, the Total Clients Affected, and how many specials created so far. Possible statuses are:
In Progress — The operation is queued or running.
Completed — Delivery specials were created successfully.
Failed — The operation could not create any delivery specials.
Rolled Back — A completed operation was undone (see below).
Cancelled — The operation was cancelled before it finished.
Click View All Delivery Specials to see every delivery special the batch created, listed per client with links to view or edit each client's stop.
Editing, cancelling, rolling back, and deleting
The actions available on the detail page depend on the operation's status:
Edit — Available only while a bulk special is In Progress . You can change the Name and Description only.
Cancel — Available only while In Progress . It removes the bulk special.
Rollback — Available after the operation has run. It removes all delivery specials the batch created and marks the operation Rolled Back . This is how you undo a completed bulk special.
Delete — Available only after a rollback. It permanently removes the record.
Cancel, Rollback, and Delete are not the same thing.
Cancel stops and removes a bulk special while it is still In Progress — use it if you started one by mistake.
Rollback undoes a bulk special that has already run by removing every delivery special it created, then marks it Rolled Back . This is the way to undo a completed operation.
Delete permanently removes the record and is only available after a rollback.