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Assisted/Automatic Shipping
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Automatic shipment

Assisted/Automatic Shipping 202 views

Automatic shipment list

1. Click Autoships in the Automations submenu in the Configurations column .

2. The page with the list of automatic shipment events created by the system appears .

Add automatic shipment event

1. Click the Add Autoship Event button in the top right .

2. User can set up events for automatic shipments via Event Filters .

3. Click the drop-down menu to view the list of applicable filters.

4, Click Add rule to add a new filter or click Add Group to add a rule group.

5. After creating the event, open the Actions menu and select the 'Create Shipment' option .

6. Enter the desired name for the activity in the 'Name' field .

7 In the Settings menu, click on 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.

8. 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. 

9. 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. 

10. 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.

11. 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 

12. Once you have completed all the selections in the various menus, simply click "Save and Close" to  save your chosen settings .