The Batch Scheduler module is an additional paid add-on that allows you to automatically create batches based on predefined templates and schedules. Once configured and active, schedules run automatically to generate batches when criteria are met. Orders are added to these batches based on their Order ID, with the oldest qualifying orders (by ID) added first. If you want to learn more about purchasing this module, speak to your Account Manager.
Before you start
Prerequisite
You must create at least one Batch Template before setting up a Batch Schedule. Batch Templates define the filtering criteria (client, warehouse, courier service, etc.) used to select orders. View our Batch Templates configuration and setup article for guidance.
Important: Only orders with status New are considered for batch scheduling. Orders in other statuses (Picked, Invoiced, etc.) will not be included.
Shipping Zone limitation: Batch Schedules only support Country-based Shipping Zones. Postcode-based Shipping Zones are not supported. Ensure your Batch Template uses a Country-based zone if you need zone filtering.
Understanding batch schedules
A Batch Schedule runs automatically when active. The Last Run date and time updates to show when it last executed, even if no batches were created. New batches are generated as soon as the criteria are met.
Batch Creation Count shows the total number of batches created by this schedule since it was created.
Create a Batch Schedule
To create a Batch Schedule, follow these steps:
Click Picking & Packing then click Manage Batches.
Click Schedules then click Add Batch Schedule.
Enter a Reference for the batch schedule.
Set the Batch Template ID. View our Batch Templates configuration and setup article for guidance.
Set the Schedule Frequency. This determines which other fields are applicable:
Custom: Allows you to set the Days to run, Start and End time, and Delay for how frequently to run.
Note: Both Start Time and End Time must be configured, or the schedule will not run correctly.
Daily: Allows you to set the Time of day and the Days to run. The schedule will run once per day at the specified time on selected days.
Weekly: Allows you to set the Day of week and Time of day. The schedule will run once per week on the specified day and time.
Set the Day Of Week. This is applicable to Weekly frequency only.
Set the Time Of Day. This is applicable to Daily and Weekly frequency only.
Set the Days To Run. This is applicable to Daily and Custom frequency only.
Set the Start Time and End Time. This is applicable to Custom frequency only.
Set the Delay. This is applicable to Custom frequency only. The delay is set in minutes and must be between 15 and 1440 minutes (15 minutes to 24 hours).
Set the Minimum Batch Size. The minimum number of orders required to create a batch. If fewer orders match the criteria when the schedule runs, no batch will be created. Recommended minimum size is 2.
(Optional) Enable Repeat Till No More Batches Can Be Made. This setting will enable the template to keep running and keep creating batches in a loop till the criteria to create one are no longer met.
(Optional) Enable Apply Mobile Picking Rules. The order status will change from New to AWAITINGPICKING once they have been added to a batch.
(If Apply Mobile Picking Rules is enabled) Set the User, Picking Type and Mobile Picking Priority.
User: Select the mobile user who will be assigned to pick the batch.
Picking Type: Choose the picking method (Standard, Bulk, Multi-Tote, etc.).
Mobile Picking Priority: Set priority level (Normal, High, Low) for the mobile picking queue.
(Optional) Enable Generate Courier Labels After Creation. When enabled, the system will automatically generate courier labels for all orders in the batch immediately after the batch is created. This saves time by eliminating the need to manually generate labels for each batch.
Make the schedule Active once ready.
Click Add.
Copying a Batch Schedule
To copy the settings and configuration of a batch schedule, follow these steps:
Click Picking & Packing then click Manage Batches.
Click Schedules then click Copy against the schedule you want to duplicate.
Deleting a Batch Schedule
To delete a batch schedule, follow these steps:
Click Picking & Packing then click Manage Batches.
Click Schedules then click Delete against the schedule you want to remove.