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 the Save icon.

Enter a Filter and click Save.

Then when on the Batch tab, click the No Filters Selected button and choose from your saved filter options.

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, check the option 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, click Show Orders Matching Filter in the edit panel or above the order list.

Use the selection dropdown 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, or the Previous / Next Page options. These options are displayed 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 carrier 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.

Edit and Quote Shipments

After selecting orders, the Edit Panel appears on the right with a list of shipping options.

Select the shipment options that you need to edit/enter. 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.

When all the shipment details have been entered, click Save Changes.

If you can no longer see the edit box, click Show Edit Panel to allow you to see the options.

Multi-Piece Shipment

If you need to create a multi-piece shipment select the plus + icon to add additional pieces.

A second box will appear where you can add the additional piece's package 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 dots next to Print Selected and select Show Order Items or Hide Order Items.

Here is an example of what the orders will look like in Batch when Show Order Items is enabled.

Here is an example of what the orders will look like in Batch when Hide Order Items is enabled.

Book Shipments

After editing the shipment details of your selected orders, the next step is to book the shipments and print your labels.

Click Book Selected at the top of the order list.

A popup window appears to confirm 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. 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 order list to select All or use the dropdown to select specific orders.

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

When printing Packing Slips the only option checked by default will be Print Packing Slips.

Check any additional options you would like.

• Print summary

• Print Batch Information

• Print Notes

• Print Customer Notes

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.

To reprint labels from previously booked batch orders, click the 3 dots next to Print Selected and select Recent Print History from the dropdown.

A popup will appear with all recently booked orders with the option to print, and a refresh button at the top left . Click the print icon to bring up the print dialog box.

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