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How do I create a mass sales order record for mass identical purchases from the Saved Searches?

edited Nov 24, 2025 4:52PM in Ask A Guru 5 comments

Let's say I have sticker business. Every so often our subscribers receive free stickers as part of the promotion.

How do I create a mass sales order record of over 2000 customers for a specific group of customers who lives in California, Nebraska, or Wyoming without having to manually create 2000 individual sales order records?

Our current setup is to filter for California, Nebraska, or Wyoming, export it to the excel file, then refer to each row, create a sales order record under each account. This could take a person almost 3 weeks to do this.

I need a way to do this in less than an hour.

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