How to Configure an Shipping Process?

A shipping process defines how orders are prepared, packed and shipped. Each process has its own picking, packing and shelf-life rules, and it is the order's delivery point that decides which one applies.

Instructions

1. Go to Settings, in the Administration section of the sidebar.

2. Open the Outbound tab and select the Shipping Processes tab.

3. Select + Add.

4. On the General tab, fill in:

   1. Description (required)
   2. Colour — used to identify the process in lists
   3. External code (API) — if you integrate with external software, this must match the code used there
   4. Default Process — used when the delivery point names no other
   5. Shipping type — customer shipment, delivery to factory, return to supplier or warehouse transfer
   6. Shipping Flow — picking, picking with packing, picking wave followed by packing, or pick-only (the order is ready to ship as soon as picking finishes, with no packing step)
   7. Ship automatically after Packing closes
   8. Pick per unit on picking — see Pick per unit on picking
   9. Do not control expiry date
   10. Reserve products for shipping with at least (days) of shelf life — the minimum shelf life for orders using this process only

5. On the Process hierarchy tab, set the order of the zones the shipment should be picked from.

6. Select Save.

Note: once saved, the process's Delivery/Collection Points tab is where you choose which delivery points use it. You can select them individually or in bulk.

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Worth knowing

Once your processes are configured, creating a shipping order — manually or by syncing with external software — uses the delivery point to decide which process applies.

The process is attached to the order automatically, and every validation configured on it is then taken into account.