Batch allows you to ship multiple orders using the same carrier and package type, you can do hundreds at a time! To use Batch Shipping with a shopping cart or CSV integration you will need to have the integration set up first. If you have not set up an integration yet, please proceed to the necessary documentation to set up your integration before proceeding to use the Batch Shipping tool.

Click the Batch tab.

Filter and Define Batch

Use the filters at the top of the page to sort orders from a shopping cart integration for your batch. By using the filters, you can narrow down the shipments to be generated in the batch. Filter options include:

*Dates are ranges so you put the first date you want to filter and the day after you want to filter. For example, if you wanted the dates of 10/16 and 10/17, you would enter 10/16 to 10/18 in the filter.

You can save commonly used filters so that multiple fields do not need to be selected each time. After setting your filter combination, click “Save”.

Name the filter and click "Save".

Now when you come to the batch page, you can click the Filters button and select from your saved filters.

Advanced Filters are available for users who would like to write their own queries. For more information visit the Help Center article: Using Advanced Filter Tools in the Batch Screen

Once orders have been filtered, you can sort the results by type.

If needed, you can assign shipments to a Batch Group. For example, if you have multiple workstations, assigning orders into separate batch groups can prevent two or more workstations from attempting to book the same orders. To learn more about this feature visit: How to Assign Batch Groups

If you would like to include orders that have been added to a batch group in addition to the orders you have set the filters for, select the option for "Show Orders from All Batch Groups".

You also have the option in the edit panel to “Show Only Selected Orders”. After selecting this option the screen will only display the selected orders and the edit panel.

To return the view to include the filter options and the orders with the filters applied you can select “Show Orders Matching Filter” in the edit panel or above the order list.

Use the selection drop-down on the top left of the orders list to mass select orders.

The Batch tab will show up to 50 orders at a time. To view more orders select the page number from the drop-down menu, Previous Page, or Next Page option. These options will show at the top and bottom of the orders list.

Verify/Fix Addresses

Some orders may require you to fix the address if the info entered at the time of checkout does not match the address in the USPS Address Lookup. If an address needs to be fixed, you will see an "Address Issue" warning.

Clicking on the order will bring up the address suggested for the receiver.

If there are multiple orders that need to have the receiver address fixed, select the orders and use the mass edit tool to fix all addresses at once.

Quote Shipments

The next step is to edit the shipment info. To the right of each shipment, you will see a list of shipping options.

Select the areas of the shipment that need to be edited. Shipments cannot be booked until each shipment has been quoted, so it may be necessary to edit the shipment info in order to generate a quote depending on the shipping service selected.

Click “Save Changes” when all shipment details for the shipment have been saved.

*If you need to scroll further down the page and can no longer see the edit box, select the option "Show Edit Panel" to allow you to see the edit options.

Multi-Piece Shipment

If you need to create a multi-piece shipment select the plus “+” icon.

A second box will appear where you can add the additional piece details.

When the shipments are ready to book, the quote will be populated under the quote column.

Hide/Show Order Items

If order items and images are present in your orders, you can hide or show the order details within the Batch screen.

Click the 3 dotted icon next to the "Print Selected" button. Select "Show" or "Hide Order Items".

Here is what "Show Order Items" looks like on the screen

Here is what "Hide Order Items" looks like on screen:

Book Shipments

The next step is to book the shipments and print your labels.

Click the “Book Selected” option at the top of the orders.

You will be asked if you are sure you want to book the shipments, Click "OK" when you are ready.

While the shipments are being booked, you will see a loading icon in the Booked Column and when the shipments have successfully booked, a checkmark will be displayed within the Quote/Booked column and the Order ID will be updated within the shopping cart.

Print Packing Slips and Labels

There are several different types of Packing slips you can print from within the platform. The steps below show how to print the HTML packing slip and Order Summary. For more details visit the Help Center article: Packing Slip Types

Check the orders that are ready to be printed. Use the checkbox above the orders to select all or use the drop-down to select specific orders.

Once orders have been selected, click the "Print Selected" drop-down. If you need to print packing slips, you MUST do this first before printing the labels.

If you generate your labels before printing the Packing Slip, the details of the Packing Slip/Order Summary will no longer be available from the Batch screen!!

When printing Packing Slips, the default checked will be to only print the packing slips, check the box above to include a print summary as well. You will also have several options of what information such as Batch Information, and Notes you would like to show on the packing slip. For more details visit the Help Center article: Packing Slip Settings

The Print Summary can be sorted by Order or by SKU. The Print Summary is often used as a pick ticket so the person pulling the orders can easily see how many of each item needs to be pulled.

After printing the packing slips you can print the shipping labels.

If you need to reprint labels from previous batch orders, click the 3 dots next to the "Print Selected" drop-down, and select "Recent Print History".

A pop-up will appear with all recently shipped orders with the option to print, with a refresh button on the top left side. Click the print icon to bring up the print dialog box.

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