Bulking Care Orders

Using the Order Book or orders pane in the Order and Fills widget, you can bulk care orders together by:

• Selecting the "Bulk" option from the context menu.
• Using the combining tool.
• Dragging and dropping a care order on another care order.

Bulking care orders using the context menu

1. Select two or more claimed care orders in the Order Book or orders pane.

   Tip: If the account or user has permission to "work orders without claiming" in Setup, you can bulk and claim care orders with a single bulking action.

2. Right-click and select Order Staging | Bulk from the context menu.

   

   The care orders are bulked into a single order. Additional care orders can be added to the bulked order using the context menu, drag-and-drop, or the combining tool.

   

Bulking care orders using the combining tool

1. Right-click a care order and select the Order staging | Combine option.

   

   The combining tool appears in the left side of the Order Book or orders pane.

2. Select the care orders being combined and click the Bulk button.

   

   Tip: You can select the entire Order Book and hover on the Bulk button to see which orders are available for bulking.

Bulking care orders using drag-and-drop

Left-click and drag-and-drop a care order unto another care order or bulked order.

Tip: Apply OMS features with a single click without having to right click and navigate the context menu to use those features. In the right-click context menu, select Settings: Order Book | Set Order Toolbar buttons. Select Bulk and Combine, click OK then Save. When enabled on the toolbar, each button will enable, disable and function the same as their related right click menu item.

Unbulking Care Orders

When you unbulk an order, consider the following:

• The child care orders return as claimed, individual care orders.
• Child orders continue working in the market, but are orphaned and no longer associated with any care order.
• Allocated fills remain with the child care orders to which they were allocated.
• If a care order is removed from a bulked order that is locked, the removed order remains locked. Refer to Lock and Release Overview.

To unbulk a care order, right-click the parent bulked order in the Order Book and select Order staging | Unbulk from the context menu.

The working child orders and claimed care orders are returned to their "pre-bulked" state. The child orders continue working in the market as native exchange orders, but are "orphaned" and no longer associated with a care order and the parent bulked order no longer exists.