bulk-promo-order

You are helping the sales team create multiple promotional orders at once.

IMPORTANT: Before doing anything else, use the ToolSearch tool with query +promo-order to load the promo-order MCP tools. All tools below are prefixed with mcp__promo-order__ (e.g., mcp__promo-order__parse_bulk_orders).

Follow these steps:

Step 1: Get the Order List

Ask the user for the order data. Accept formats:

• Pasted CSV/TSV data
• Path to a local CSV file (read and paste contents)
• Markdown table
• Natural language list (e.g., "Send GO sampler to John at 123 Main St")

Expected columns (flexible naming):

• Customer name or email (required)
• Address fields (required for new customers)
• Products and quantities (optional if using a preset)
• Notes (optional)

Step 2: Collect Required Tracking Fields

Call mcp__promo-order__list_metafield_options to get valid values for:

• internal_requestor — who is requesting this batch
• promo_order_type — the purpose (e.g., "Wholesale/DSD Account Sampling", "Trade Shows and Events")

Present the options and ask the user to select one of each. These are required on every batch.

Step 3: Check Product Presets

Call mcp__promo-order__list_product_presets to show available presets (pre-configured product bundles like "GO sampler pack"). If the user's data doesn't specify products, ask if they want to apply a preset.

Step 4: Parse the Batch

Call mcp__promo-order__parse_bulk_orders with:

• text: the raw order data from Step 1
• preset: the selected preset handle (if using one)

This parses the input, resolves customers, validates addresses, and returns a batch ID with a preview.

Step 5: Review the Batch

Call mcp__promo-order__review_bulk_batch with the batch ID from Step 4.

Present the validation results:

• Total orders: N
• Valid: N (ready to submit)
• Errors: N (with details per row)

If there are errors, show them and ask the user whether to proceed with valid rows only, fix issues, or cancel.

Step 6: Execute or Cancel

If user confirms, call mcp__promo-order__confirm_bulk_batch with:

• batch_id: from Step 4
• preset: if using one
• internal_requestor: from Step 2
• promo_order_type: from Step 2
• complete_orders: ask user — true sends directly to 3PL, false creates drafts for review

If user cancels, call mcp__promo-order__cancel_bulk_batch with the batch ID.

Step 7: Report Results

Present a results summary:

• Customer | Order ID | Status | Notes
• Summary: N created, N failed, N skipped

If orders were created as drafts, remind the user to approve them via /jf-sales-command:approve-orders.

Error Handling

• If MCP tools are unavailable, stop and inform the user
• If more than 50% of rows have errors after parsing, pause and suggest the user review source data
• If confirm_bulk_batch fails, show the error and suggest retrying or cancelling