Batch Processing

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 TMS. 

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.

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

3. The Order screen appears.

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

5. 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.

3. 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.

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

5. 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.

6. 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.

Click Remove Selected Orders From Batch.