Creating a Batch
Orders that are ready to ship with Magento Shipping can be booked together as multiple shipments, and processed as a batch. Each shipment includes a detailed description of the package(s) to be included, with additional instructions for the carrier. The shipment is processed according to the shipping experience rule of your choice. Documentation, including shipping labels, is generated for each package, and is available for download.
Before you begin...
|1.||Verify that Magento Shipping is enabled with valid API credentials, and that the Shipment Entities setting is synchronized with Magento.|
|2.||Log in to the Magento Shipping portal.|
To create a batch:
|1.||On the Admin sidebar, choose Sales. Then choose Orders, and do the following:|
|a.||In the Orders grid, mark the checkbox of each order that you want to include in the batch.|
|b.||Set the Actions control to “Batch Process.”|
|2.||To complete Step 1, choose the Origin Location to establish where the orders to be shipped are booked. Then in the upper-right corner, tap Next.|
|3.||To complete Step 2, review the orders in the grid. If necessary, clear the checkmark of any order that you do not want to include in the batch. Then, tap Next.|
|4.||In Step 3, you will complete the package description, shipping experience and add-on options. This page is wider than most pages, and includes a section for each order in the batch.|
Do the following to describe the packaging:
|a.||Choose the Package Type.|
|b.||Enter the Total Weight.|
|c.||Choose the Weight Unit.|
|d.||Enter the number of each item that is included in the package.|
|e.||To ship the order in multiple packages, click Add Another Package. Then, complete these steps to describe the additional package and its contents.|
|5.||Choose the applicable Shipping Experience.|
|6.||Do the following to specify the delivery options:|
|a.||Under Add-ons, choose one of the following types of destination address:|
- Post office box
|b.||Mark the checkbox of any additional delivery options that apply to the shipment.|
The selection of options depends on the carrier and service.
|7.||When complete, tap Finish.|
The new batch appears at the top of the Batches grid, with the status, “Created.”
Step 1: Select an Origin Location
Identifies where the products to be shipped are located.
Step 2: Confirm Order(s) to process
Confirms each order to be included in the batch.
Step 3: Prepare order(s) for booking
Confirms each shipment to be booked.
Specifies the type of packaging to be used for the shipment.
The total weight of the package.
The unit of measurement used for the weight.
The number of units from each line item that are in the package.
Add Another Package
If the order must be shipped in multiple packages, shows fields for the additional package and contents description.
Determines the shipping experience rule that is to be used for the shipment.
(Destination Address Type)
Specifies the type of address. Options:
Post office box
Indicates if the carrier can leave the package unattended at the destination address.
Indicates if a signature is required.
Adult Signature Required
(UPS - US only) Indicates if an adult signature is required.
Direct Delivery Only
(UPS - US only) Indicates if direct delivery is required. Direct Delivery ensures the package is delivered to the residential or business address. Direct delivery packages cannot be redirected by the recipient, or rerouted by the driver. Direct delivery packages do not require a signature, although you can choose to require one.
(UPS - US only) Indicates that the package can be delivered Monday through Saturday. When this option is chosen, only services that support Saturday delivery are listed.
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