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Create a Batch

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ShipStation Content Team

Updated

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 three 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

  3. Select multiple orders and click the Create Label button to create an ad hoc batch.

    Ad hoc batches do not have the same available actions as normal batches, but they are also recorded under Shipments > Batches.

    Ad Hoc Batches Automatically Split by Ship From Location

    When you create labels for multiple selected orders without creating a batch, ShipStation will automatically split the orders into multiple batches by Ship From Location.

    If all of the orders share the same Ship From Location, they will all be in a single batch.

These options will create a batch folder of the orders, which is assigned a number. You can rename it to describe the orders in the batch.

Naming a Batch

For any batch creation scenario, ShipStation names the batch folder using a unique series of numbers. You have the option of renaming the batch folder.

  1. Go to Shipments > Batches > Open.

  2. Click the batch to open the Batch Details.

  3. Click the batch number to edit the name.

  4. Enter the name for the new batch.

    Batch details screen. Red arrow points to Batch number and/or Batch name field. Entered field name reads, My New batch.

  5. Press Enter or click out of the name field.

To change the name of the batch again, click in the name field 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

To add shipments by selecting orders:

  1. Select the orders in the grid you wish to add to a batch. 

  2. Choose either +Create a New Batch, if you want to add these to a new batch, or click the + sign next to the batch you wish to add these shipments to. 

    Closeup of Order grid Batches. Red Box outlines 3 selected orders and the plus sign for Add to Batch.

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

To add an order to a batch from the Order Details window:

  1. Open the Order Details screen for an order.

    To open the Order Details, click on an order number in either the Orders or Shipments tab.

  2. Click the Add to Batch button.

    V3 order details. Red arrow points to Add to Batch button with options revealed.

  3. Select which batch to add the shipments to or click Create New Batch.

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

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