Create a Batch

Batches allow you to group and organize your orders in ways that best accommodate your specific workflow. The first step in batch shipping is to create a batch. Once created, you can add orders to the batch, assign the batch, and process the batch as needed. To learn more about batches and common uses for batches, review our Introduction to Batch Shipping.

There are two primary ways to create a batch in ShipStation:

  1. Use the + Create a New Batch option in the Orders tab sidebar (bottom left).

    V3 Order tab left-hand sidebar, red box highlights the Create a New Batch
  2. Click Batch in the Orders tab Shipping Sidebar and choose Create New Batch.

    V3 Orders tab, red arrow points to Batch option above Shipping Sidebar

After Creating the Batch folder, give it a Name and then add shipments to it.

Ad Hoc Batches

In addition to the method of creating batches described in this article, you can also create an ad hoc batch. This type of batch occurs when you select multiple orders and click the Create Label button without first adding the orders to a batch you created.

In this scenario, ShipStation creates a batch in the background to process the labels together, which you can then print in a single action. You cannot work in ad hoc batches like you can with normal batches, since they do not exist in the open state.

Go to Shipments > Batches, should you need to review the batch, reprint the labels, rename, or archive the batch.

Naming the Batch

For any creation scenario, ShipStation names the Batch folder using a series of numbers. However, you can rename the batch with a unique name if you choose.

To change the name of the batch, click in the name field again to edit.

Add Shipments to a Batch

You can add orders to a batch from the Orders tab or from the Order Details window.

Add From Orders Tab

Alternative method: Select the orders and click Batch in the Orders grid Shipping sidebar just above the Configure Shipment Widget.

V3 Orders tab, red arrow points to Batch option above Shipping Sidebar

Then select which batch to add the order to from the Add To Batch pop-up.

Add to Batch popup. Lists Batch number or name, creation date, and count of orders in that batch. Create New Batch button @ bottom.

If you attempt to add an order to a batch and that order is already in a batch, ShipStation will display an alert to let you know and ask if you want to move the orders to the selected batch, or exclude them from the batch.

Add From Order Details

In the case of orders with multiple shipments, all shipments will be added to the batch. If the order is already in a batch, ShipStation will display an alert to let you know and prompt you to either move the order or exclude it.

The number of orders in any given batch will appear next to the batch name in the Shipment Batch list. Click the batch name to view the orders and begin working in your batch

You can also view which orders are in which batch by adding the Batch column to your grid.

V3_ORD_Grid_BatchColumn_MRK.png