Batch processing is a workflow where a user is performing an action on many orders/proposed shipments rather than editing or fulfilling an order one proposed shipment at a time. Batch processing allows users to assign orders to batches and group them for better organization. Using these new batches or groups, users can then perform actions on the batch.

This document provides instructions on the ways that you can set up and use batch processing in ShipHawk, create and manage batches, as well as several use cases for batch processing. This documentation is meant for warehouse managers and workers. 

This guide covers the following topics:

About Batch Processing

Batch processing allows you to group orders into large batches and process them as a group.

Creating and editing batch contents

This section describes how to create a batch, adding or removing orders from it, and viewing the contents in a batch. 

To create a batch

1. Log into your ShipHawk account. The ShipHawk dashboard appears.

2. Navigate to the Order History screen by clicking Orders > Order History
   
   

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   The Order screen appears.
   
   

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3. Click on the New Batch button at the bottom of the left menu.
   
   

   A message appears confirming the new batch has been created and the new batch appears in the left menu.
   
   

To add orders to a batch

1. Navigate to the Order History screen.

2. Select orders that you want to add to a batch. You can use filters or groupings to help search and select your orders.

   1. To filter your orders, click the Filter icon at the top of the screen. The Filter Orders pane appears on the right side of the screen.
      
      

   2. To group your orders, click the Group By drop-down field. New menu items appear.
      
      

3. Once you select all the orders you want to add to a batch, an Add icon appears next to the available batches on the left menu.
   
   

    

4. Click on the Add icon next to the batch to which you want to add the orders.

To view a batch’s contents:

1. Navigate to the Order History screen

2. Click on an existing batch under the Open Batch section of the left menu. The batch details appear:
   
   

    

3. When you are done viewing the batch, click the Unselect Batch link to return to a normal view of all your objects.

EXAMPLE

The following graphic shows the process of creating a batch, adding orders to a batch, and then viewing the batch.

To remove select orders from a batch

1. View a batch’s contents

2. Select the orders you want to remove from the batch

3. Click the Batch drop-down button above the orders grid

4. Click Remove Selected Orders From Batch

To remove all orders from a batch

1. Navigate to the Order History screen

2. Click on an existing batch under the Open Batch section of the left menu. The batch details appear.

3. Click the Batch drop-down menu above the orders grid. New menu items appear.
   
   

4. Click the Remove All Orders From Batch option. All orders are subsequently removed.

To delete a batch

1. Navigate to the Order History screen.

2. Click on an existing batch under the Open Batch section of the left menu. The batch details appear.

3. Click the Batch drop-down menu above the orders grid. New menu items appear.
   
   

4. Click the Delete Batch option. The batch is deleted and disappears from the left menu.

EXAMPLE

The following graphic shows the process of removing orders from a batch, then all orders, and then the entire batch.

Using batch processing to process orders 

The following section provides detailed procedures for printing master pick tickets for your batch as well as processing the orders in the Batch. 

To print pick tickets for a batch

1. Navigate to the Order History screen.

2. Click on an existing batch under the Open Batch section of the left menu. The batch details appear.

3. Make sure that the Order # category on the left sidebar is appropriate. For example, if selecting all orders, make sure that the Select All checkbox is selected
   
   

    

4. Click the Actions drop-down menu. New menu options appear.
   
   

    

5. Select the Print Selected Orders option. New menu options appear.
   
   

    

6. Click on the Pick Tickets option. The Order Bulk Print Status Summary screen appears.
   
   

    

7. To send the print job to your connected printer, click the Print PDF button.

8. To download a PDF file of your pick tickets, click the  Open PDF button.

EXAMPLE

The following graphic shows the process of printing pick tickets for the entire batch.

To process all orders in a batch

1. Navigate to the Order History screen

2. Click on an existing batch under the Open Batch section of the left menu. The batch details appear.

3. Click the Batch drop-down menu above the orders grid. New menu items appear.
   
   

4. Select the Process Orders for this Batch option.

   1. You can also select only some orders and click the Process Orders for this Batch option.

5. A message appears showing that the process has begun.

EXAMPLE

The following graphic shows the process of processing orders for the entire batch.

Using batch processing history

After processing a batch, the job can be accessed, orders can be fixed, and labels reprinted. The following section provides instructions for how to perform these tasks.

To view a batch’s results

1. Navigate to the Order Batch History screen by clicking Orders > Batch History
   
   

   The Order Batch History screen appears.
   
   

    

2. Click on the green link to view a batch’s details. The Order Batch screen appears with details.

To view orders that failed to process in the batch job

1. Navigate to the Order Batch History screen.

2. Select a batch to view its history. The Order Batch screen appears.

3. Click the Failed category on the left menu.
   
   

   The records for the failed orders appear in the order batch grid.

EXAMPLE

The following graphic shows the process of locating failed orders for the entire batch.

To print labels for a completed batch job

After a batch is processed, you are prompted to print out labels (or labels are printed automatically). If these labels need to be reprinted, this can be done from the batch history page.

1. Navigate to the Order Batch History screen.
   
   

    

2. Click either the Print to PDF or Print ZPL links in the row corresponding to the batch you want to print.