The shipping handover is the step where you ensure that all verified orders are ready to proceed, such as confirmed inventory, completed payments, correctly calculated shipping costs, and respected credit limits. You can hand over these orders individually or in batches, either manually with the click of a button or automatically through pre-defined processes. In cases of high order volume, you also have the option to create pick lists at scheduled times and automatically forward the orders to logistics.
You have several options for handling the shipping handover:
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Single Handover (manual): Manually hand over individual orders: You can process each order individually in the system and forward it directly to logistics.
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Batch Handover (manual): Transfer orders in batches: Select, for example, 30 orders at once and hand them over to logistics together. The orders within the batch can be assigned to different logistics processes.
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Batch Handover (automatic): Automated batch handover at set times: Automatically transfer all open, ready-to-ship orders to logistics as a batch at specific times. In this case, no pick list profiles are used; all orders are automatically transferred to their respective processes.
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Batch Handover (rule-based & automatic): Use of pick list profiles: Organize orders in batches via button triggers or automatically, based on different channels and profile criteria. These can then be handed over to logistics at specific times and priorities, and processed in different projects, warehouses, and packing stations using various picking methods.
Note
Choose the method that best fits your company and warehouse structure today. You can always adjust or expand the process logic and automation later.
Due to the complexity, system performance, and controllability of the automation system, you should not combine the automated shipping handover processes for points 3 and 4. However, manual handover of individual orders or small batches that do not require special processing (points 1 and 2) is always possible, even with full automation in place.