Automatic shipment

Assisted/Automatic Shipping 321 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 Event Automatic shipments button in the top right

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

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

4. 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.

5. 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. 

6. 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. 

7. 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.

8. 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 

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