Daily use
Order fulfillment
Track orders and shipments
Initial setup
General configurations
Sales channels
Shipping services
Customs declarations
Automations
Post order creation
Order aggregation
Pre-creation of shipments
Assisted/Automatic Shipping
Post shipment creation
Post label creation
Communication with recipients
Common parameters
Permissions Management
WMS
Configurazione
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For developers
Application logic
API
Webhook

Shipment creation

Assisted/Automatic Shipping 266 views

Configuration

1. To access, click on the Automations menu on the left , a drop-down menu will open, then click on Assisted Shipping .

2. Click Add Assisted Shipping Event   to create the event

3. Rename the activity in the Name field 

4. Click on Activities   and then on Create Shipment. 

5. On the left we find the filter menu while on the right we have the Configuration parameters .

6. In the Settings menu, click the 'Select warehouse from' drop-down menu and choose one of the three available options:

  • Inherit configuration â€“ Allows you to use the default settings inherited from the system or previous activity.
  • Default warehouse from settings : Automatically sets the suggested warehouse based on the  ðŸ“„ Team Profile configuration
  • Selected warehouse : displays a drop-down menu for manual warehouse selection.

7. In the ' Shipping Service From '  menu , choose one of the four available options:

  • Inherit configuration â€“ Allows you to use the default settings inherited from the system or previous activity.
  • Default from settings : Automatically sets the suggested shipping service based on your  ðŸ“„ Team Profile configuration .
  • Cheapest courier service  : indicates the option to select the  cheapest courier available  for a shipment.
  • Selected courier service : Displays a drop-down menu for manual courier selection. 

8. In the  'How to group products into shipping packages' menu , select the criteria by which products will be grouped into shipping packages.

  • Aggregation of all products from the same order in a single package:  products belonging to the same order are packed together in a single package, optimizing space and reducing the number of shipments.
  • Generate a package for each product you ship:  each product included in the order is individually packaged in its own package, useful when the items are fragile or require dedicated packaging.
  • Custom algorithm:  allows you to apply a custom algorithm for merging, defined based on specific business logic. 

9. Use the ' Container Type From ' menu to choose the most suitable packaging format from those available (e.g. box, padded envelope, pallet), based on the product characteristics and the intended shipping method.

  • Inherit configuration â€“ Allows you to use the default settings inherited from the system or previous activity.
  • Default Container Type from Settings : Automatically sets the suggested container based on your  ðŸ“„ Team Profile configuration .
  • Selected container type  : Shows a drop-down menu for manually selecting the container type
  • Self box for single item or selected for multi  : This mode indicates that each  individual product  will be packed in a  dedicated  and predefined box or allows you to  manually select  a suitable container for  multiple products  to be shipped together.
  • Self pallet for single item or select for multi:  This mode allows you to use a  dedicated pallet  for a single product  or allows you to  manually select  a pallet for  multiple items  to be shipped together.

10. The "Standard weight for item from" menu   is used to set a reference value that will be used as  the basic unit weight  for each item in the packaging or shipping system.

Default Standard Weight from Settings : Automatically sets the suggested weight based on your  ðŸ“„ Team Profile configuration .

Standard weight of the item with the following indication:  shows a drop-down menu for manual selection of the weight 

8. Click Save and Close   to complete the setup.