Magento Open Source 2.2.x

This is the 2.3 Beta release version of Magento documentation. Content in this version is subject to change. For additional versions, see Magento Documentation and Resources

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.”

Action - 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.

Step 1: Choose the Origin
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.

Step 2: Confirm Shipments(s) to Process
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:
  • Business
  • Residential
  • 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.


Step 3: Prepare for Booking
7. When complete, tap Finish.

The new batch appears at the top of the Batches grid, with the status, “Created.”


New Batch
  • Field Descriptions

    Field

    Description

    Step 1: Select an Origin Location

    Origin Location

    Identifies where the products to be shipped are located.

    Step 2: Confirm Order(s) to process

    (checkbox)

    Confirms each order to be included in the batch.

    Step 3: Prepare order(s) for booking

    (checkbox)

    Confirms each shipment to be booked.

    Pack Items

    Package Type

    Specifies the type of packaging to be used for the shipment.

    Total Weight

    The total weight of the package.

    Weight Unit

    The unit of measurement used for the weight.

    Package Contents

    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.

    Shipping Experience

    Determines the shipping experience rule that is to be used for the shipment.

    Add-ons

    (Destination Address Type)

    Specifies the type of address. Options:

    Business

    Residential

    Post office box

    Unattended Delivery

    Indicates if the carrier can leave the package unattended at the destination address.

    Signature Required

    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.

    Saturday Delivery

    (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.