Overview
Batch templates allow a specific set of batch creation selections to be saved - thereby reducing order processing time if the same filters are used throughout the day. When creating batch templates, all filters set must be met for a batch to be created, if one or more of the filters are not met, the order won't be included in the batch.
Create a Batch Template for existing orders
To create a batch template for orders that already exist in the system, please do the following:
Click Picking & Packing then Manage Batches.
Next, click Create New Batch.
Make your filter selections on the batch screen.
Add a Reference.
Toggle the setting Save Batch as Template? to ON.
Select Create Batch.
This will create the batch and save the batch settings as a template.
Create a Batch Template for future orders
To create a batch template for future orders, please do the following:
Click Picking & Packing then Manage Batches.
Next, click Templates then Add Template.
Create a template using the filters shown below -
(3PL Only) Client.
Warehouse and Zone.
Courier or Courier Service: Can only select one of the two.
Courier Service Type: The courier service type applied to the orders, normally this is Standard.
Channel: The order channel.
Tags: Orders containing included tags will be batched.
Country or Shipping Zone (Country Zone): Can only select one of the two.
Despatch Date and Delivery Date.
Single Line Order Only or Multi Line Order Only: Can only select one of the two.
Single Unit Only or Multi Unit Only: Can only select one of the two.
Personalised Orders Only: Only batch orders with item personalisation.
Min Weight Per Order and Max Weight Per Order: Set the min and max weight per order.
Order Includes Product: Select specific products the orders must contain.
Max Units Per Order: Max number of units in total, regardless of the number of unique SKUs.
Maximum Number of Items: Max number of unique SKUs, regardless of units.
Select Bundle: Select specific bundles to batch.
One Label Per Pick: This will look for orders where the number of parcels is the same as the number of items on the order.
Exclude Orders Containing Products: If an order contains an excluded product, it won't be batched.
Max Batch Size: Set the maximum number of orders to batch.
Order Number Contains: Can enter order prefixes or numbers.
No Despatch Note - Single Line Only.
Add a Reference.
Select Save.