A shipment batch is a collection of orders that are picked up by the courier(s) and shipped as a unit. Follow the steps below to create and modify a shipment batch.
Required permission(s): shipment_batch_read, shipment_batch_create, shipment_batch_update
In the Shipping module, click New. A new shipment batch entry will appear at the top of the Shipment Batches table.
Select the newly-created shipment batch to open the Shipment Batch Profile.
Add orders to the shipment batch using the buttons along the top of the Batch Items section.
Note: Do not add orders from different carriers to the same shipment batch.
Add All Canada Post Orders
Click Add Canada Post Orders. This will add all the day's orders purchased with a Canada Post shipping option to the shipment batch.
Add All UPS Orders
Click Add UPS Orders. This will add all the day's orders purchased with a UPS shipping option to the shipment batch.
Add A Specific Order
Click Add Order. This opens the Add Order to Batch modal.
Enter the Order ID number in the field provided.
Click Add to add the order to the shipment batch.
Remove A Specific Order
Click Remove Order. This opens the Remove Order from Batch modal.
Enter the Order ID number in the field provided.
Click Remove to remove the order from the shipment batch.
Once the shipment batch is complete, click Request Scan Form. This generates a scannable list of all orders in the shipment batch.
Note: After you click Request Scan Form, the Seed-to-Sale software retrieves the shipping manifest directly from the shipping carrier via API. This action cannot be edited or changed, so please ensure all orders are correct and finalized before requesting the scan form.
When the carrier picks up the shipment batch, click View Scan Form to open the scan form in PDF format. Print off the scan form and give it to the carrier.
Canada Post Error Message
If the following error appears when adding Canada Post orders, it is due to an outstanding Canada Post bill.
Once a client receives their order, a Customer Service Representative can Mark the Order as Delivered.