A Batch List in Miva is the standard interface used throughout the admin to display and work with groups of records, such as customers, products, and orders. It provides a single place to view, organize, and take action on large sets of data.
Within a Batch List, you can search, filter, and sort records to quickly find what you need. You can also customize columns, update multiple records at once, and export data, all without leaving the page.
While the type of data may vary, Batch Lists behave consistently across the admin. For example, the Customers Batch List displays customer data, while the Products Batch List displays product information.
In Miva, the term batch can refer to a few different features:
- Batch Lists are used to view and manage data, such as products, customers, and orders.
- Filtering a Batch List with Advanced Search
- Create Batch (Orders) is used to group orders together for processing.
- Batch Reports are used to generate documents, such as invoices or shipment pick lists, from selected records.
What You Can Do in a Batch List
Batch Lists provide a consistent set of tools for working with your data. While the content may vary, the core functionality remains the same across the admin.
1. View and Manage Records
Batch Lists display your data in a table format, making it easy to review and work with large sets of records in one place.
Each row represents a record (such as a product, customer, or order), while columns display key details like price, cost, or margin. You can customize which columns are visible using the column selector (plus icon).
Use the checkboxes to select individual records, or select all visible records using the checkbox at the top of the list. Once selected, a toolbar appears with actions you can take on those records.
From here, you can:
- Make quick updates using In-Line Edit
- Delete selected records
- Export selected records as a CSV file
These actions follow the same pattern across all Batch Lists, making it easy to manage different types of data throughout the admin.
2. Customize Columns
Use the column selector (plus icon) to control which data is visible in the list.
You can show or hide standard fields like price, cost, and margin, as well as custom fields specific to your store. This makes it easy to tailor the view to the task at hand, whether you’re reviewing pricing, auditing margins, or checking inventory.
Columns can also be rearranged to prioritize the information you use most often, helping you scan and work through records more efficiently.
3. Search and Filter Data
Use the search bar for quick lookups, or Advanced Search to apply filters and narrow down your results based on specific criteria.
4. Make Bulk Updates
Select multiple records to update them at once, saving time when working with larger datasets.
5. Export Data
Export the current list, whether filtered or not, as a CSV file for reporting or external use.
Filtering a Batch List with Advanced Search
Batch Lists make it easy to narrow down large sets of records using search and filtering tools. This is especially useful when you want to find records that meet specific conditions, such as margin, price, stock level, or taxable status.
Example: List Products with a Margin of 30% or Higher.
On the Catalog → Products page, click the drop-down next to the search bar and select Advanced Search.
In the Advanced Search panel, locate Margin. In the Filter column, choose Greater Than or Equal To, then enter 30% in the Value field.
Click Search.
The list will update to show only products with a margin of 30% or higher. A filter tag appears above the list so you can quickly see which search is active.
From there, you can select products, use In-Line Edit, or open the three dots (⋯) menu to export the filtered results as a CSV file.
Advanced Search lets you filter products by fields like pricing, inventory, categories, and custom attributes. Available options may vary based on your store setup.
For more on how margin is calculated in Miva, see the Margin Awareness documentation.
Creating a Batch (Orders)
In Order Processing, batches are used to group orders for bulk actions.
To create a batch, select one or more orders using the checkboxes on the left side of the list. You can select individual orders or use the checkbox at the top to select all visible orders.
Once a selection is made, a toolbar will appear at the top of the list. Click Create Batch, then follow the prompts to complete the setup.
Note: Creating a batch is different from filtering a Batch List. Batch creation is used in workflows like Order Processing, while filtering is used to narrow down records in lists such as Customers or Products.
Batch Reports
Batch Reports let you generate printable documents from selected orders or shipments. They are often used for invoices, packing slips, and shipment pick lists.
Run a Batch Report from Orders
Go to Orders and select one or more orders using the checkboxes. You can also use the checkbox at the top of the list to select all visible orders.
Once orders are selected, the Batch Report button appears.
Click Batch Report, choose Printable Invoice, then click Run Report.
Miva opens a printable invoice for each selected order. Each order prints on its own page and can include customer details, shipping information, and the products ordered.
Run a Batch Report from Shipments
The shipment version works the same way, but it starts from shipments instead of orders.
Go to Orders → Shipments and Select one or more shipments, then click Batch Report.
Choose Shipment Picklist, then click Run Report.
The Shipment Picklist generates a printable document showing the shipping details and products that need to be picked and packed. This is commonly used by warehouse or fulfillment teams to prepare shipments.
Understand the Default Batch Reports
Miva includes two default Batch Reports:
- Printable Invoice: available from Orders
- Shipment Picklist: available from Shipments
These reports are type-specific. Order reports appear when working with orders, and shipment reports appear when working with shipments.
Customize a Batch Report
Batch Reports are template-based, which means their layout and content are controlled by template code.
To view or edit a Batch Report template, go to PATH: Settings → Utilities → Template Based Batch Reports
Select the report you want to edit, such as Printable Invoice or Shipment Picklist.
The template controls what appears in the report, such as customer information, shipping details, product information, store branding, colors, or logos.
Editing these templates is more advanced and usually requires knowledge of HTML and Miva template language.
Create a Custom Batch Report
Go to PATH: Settings → Utilities → Template Based Batch Reports
Click Add Report.
Choose the report type:
- Order for reports used with orders
- Shipment for reports used with shipments
Enter a Code and Name, then click Add.
After the report is created, you can edit its template. Once saved, it becomes available in the matching area of the admin. For example, an Order report appears under Order Processing, while a Shipment report appears under Shipments.