Overview
You can set up the system to automatically request a courier label when you scan the despatch note barcode within the Picking & Packing screen. This can significantly cut down the time it takes users to create courier labels but should be used with consideration.
There are two methods to automatically request the courier shipping label, these are:
Auto Create Shipment As Page Loads: This is applied on the User Settings and applies to all orders for that warehouse user.
Manage Auto Request Label Rules: This can be configured to specific Channels and Courier Services. For 3PLs it can also be configured per client.
Shipment Adjustments!
It is not advisable to use these settings if this user account needs to make frequent adjustments to the shipment such as the quantity of parcels, or courier service on the scan actions page.
Setting up Automatically Request Courier Label
To set up the Automatically Request Courier Label on Scan Actions Page function, please follow the steps below:
Click Settings then User Settings.
Next, click the Picking Defaults tab.
Turn ON the Auto Create Shipment As Page Loads toggle.
Finally, save the changes.
The courier shipment will then be requested automatically and sent to the courier tool if you have that installed and running.
Enabling both auto options
If you also have the Auto Despatch Settings enabled, you will be taken back to the Picking & Packing screen ready to scan for the next label and despatch without seeing the scan-actions page. So only enable these settings on user accounts where the scan actions page is not needed for re-work or any other shipping modifications.
Setting up Manage Auto Request Label Rules
Alternatively, the Manage Auto Request Label Rules function allows you to request courier labels for specific Courier Services and Order Channels instead of it being enabled for all couriers. To set this up, please follow the steps below:
Click Picking & Packing then Overview.
Next, click Manage Auto Request Label Rules.
(3PL Only) Select the Client or leave as ALL.
Select the specific Channel or leave it as ALL.
Select the specific Courier Service or leave it as ALL.
Finally, click Create.
To remove an existing Manage Auto Request Label Rules entry, simply click Delete.