Order Merge and Split Process

I need to establish order merge and split processes for my Shopify store. Here are the details:

Store name: [YOUR STORE NAME]
Common merge scenario: [e.g., customer places two orders within an hour, wholesale customer sends multiple POs]
Common split scenario: [e.g., items from different warehouses, mix of in-stock and backordered items]
Shipping cost handling: [e.g., merge to save on shipping, charge per split shipment]

Please help me create:


  An order merge policy defining when merging is appropriate: same customer, same shipping address, both orders unfulfilled, placed within [TIMEFRAME].
  Step-by-step merge process: create a new draft order combining items from both original orders, apply the best discount or shipping rate, cancel the original orders with notes referencing the merged order number, and fulfill the merged order.
  Customer notification template for merged orders explaining that their orders have been combined for faster shipping.
  An order split policy defining when splitting is necessary: items from different fulfillment locations, mix of in-stock and backordered items, or customer requests partial shipment.
  Step-by-step split process: create separate fulfillments within the same order for each shipment group, assign tracking numbers to each fulfillment, and notify the customer about each shipment separately.
  Shipping cost allocation rules for split orders: how to divide the original shipping charge across shipments or absorb extra costs.
  Automation triggers: detect when the same customer places multiple orders within a defined window and flag for potential merge.
  A reference numbering system that links merged or split orders for audit and tracking purposes.
  Accounting guidelines for how merged and split orders should appear in financial reports.
  A decision flowchart for staff to determine whether to merge, split, or leave orders as-is.
  Quality control checks before and after merge or split operations to ensure accuracy.