The Batch Scheduler module is an additional paid add-on. If you want to learn more about purchasing this module, please speak to your Account Manager. Once the module is active on your account, you can create schedules for batching orders using the information below.
A Batch Schedule can be set up to automatically create batches. When the schedule is active, it will start running, and the Last Run date and time will update to show when it last executed. New batches will be generated as soon as the criteria are met. Orders are added to these batches based on their Order ID, with the oldest qualifying orders (by ID) added first.
Create a Batch Schedule
The Batch Scheduler module requires the setup of Batch Templates, these are used as the templates that the scheduler will run. Please be advised if using a Shipping Zone for the batches, it will only work on a Country based Shipping Zone not a Postcode based Shipping Zone.
To create a Batch Schedule please do the following:
Click Picking & Packing then Manage Batches.
Next, click Schedules then Add Batch Schedule.
Enter a Reference for the batch schedule.
Set the Schedule Frequency.
Custom: Allows you to set the Days to run, Start and end time, and Delay for how frequent to run.
Daily: Allows you to set the Time of day, and the Days to run.
Weekly: Allows you to set the Day of week, and Time of day.
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 Batch Template ID.
The Batch Scheduler module requires the setup of Batch Templates.
Make the schedule Active once ready.
Set the Delay.
This is applicable to Custom frequency only.
The delay is set in minutes.
Set the Minimum Batch Size.
How many orders must be grouped for a batch to be made.
Recommended minimum size is 2.
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.
(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.
Finally, click Add.
Copying a Batch Schedule
To copy the settings/ configuration of a batch schedule, please do the following:
Click Picking & Packing then Manage Batches.
Next, click Schedules then click Copy against the schedule you want to duplicate.
Deleting a Batch Schedule
To delete a batch schedule, please do the following:
Click Picking & Packing then Manage Batches.
Next, click Schedules then click Delete against the schedule you want to remove.