OK to Ship Workflow


Overview

Depending on your preferences and the structure of your operations, you can implement an additional verification step into your workflow for processing orders. For example, if you prefer to have a manager verify orders before allowing them to reach your Shippers, they can mark orders in Sellercloud as Ok or Not Ok to Ship. Alternatively, you can automate this process, so that orders are marked based on certain rules and criteria.


Mark Orders OK to Ship

Enable OKtoShip Workflow must be enabled in Client settings > General Client Settings > Fulfillment > General. Enabling this option will set the default status of all orders to Not OK to Ship.

You can change your orders’ OK to Ship status manually or automatically. To do that:

Manually

  1. Navigate to Orders > Manage Orders.
  2. Select your desired orders from the grid.
  3. Go to Actions > select Update Order Status.
  4. Choose the status from the Dropdown as shown in the screenshot below. This works for both single and multiple orders.

Automatically

When you enable the client setting Enable OKtoShip Workflow, all your orders will automatically be set to Not OK to Ship. In this case, you will need a User, an Order Rule, or a Plugin to mark them as OK to Ship.

Alternatively, you can implement a reverse function of the above workflow with the Enable OKtoShip to default to Ok status client setting. This will set all of your orders as OK to Ship by default. This can be especially helpful for cases where there is an additional step required before shipping. For example, customer-related checks, channel requirements, etc.

When Added to Picklists

Marking orders as OK to Ship when added to Picklists is an important step to ensure that the orders are picked and packed in a timely and efficient manner and that the correct items are shipped out to customers. To enable this:

  1. Navigate to Settings > General Client Settings.
  2. Enable Mark Order as OK to Ship when added to PickList.
  3. Click Save.


This setting works best when Enable OKtoShip to default to OK status is disabled. Any order part of a picklist will automatically be set as OK to Ship.

Order Rule Engine

You can set up a Rule in the Order Rule Engine that will update the Ok to Ship status based on certain criteria. To do that:

  1. Navigate to Settings > Orders > Rule Engine > Manage Rules.
  2. Click on the Plus icon to create a new Rule.
  3. Set your desired criteria in the Conditions tab of the Wizard.
  4. In the Actions tab, click on the Plus icon to create a new action.
  5. Add Action Name > Action Type: Change Order Status > Order Statuses: Ok To Ship Status.
  6. Select the option you want the Status to be changed To. (i.e Not OK To Ship, Waiting To Ship, etc)
  7. Click Save.


SettingDefinition
Enable OKtoShip WorkflowRequired. If this setting is not enabled, none of the other settings will take effect and the actions will not be visible.
Enable OKtoShip to default to OK statusWill set all orders as OK to Ship. Orders need to be flagged with the action Set Not OK to Ship to prevent shipping.
Mark Order as OK to Ship when added to PickListOrders will automatically become OK to Ship when added to a PickList.

Overview

Depending on your preferences and the structure of your operations, you can implement an additional verification step into your workflow for processing orders. For example, if you prefer to have a manager verify orders before allowing them to reach your Shippers, they can mark orders in Sellercloud as Ok or Not Ok to Ship. Alternatively, you can automate this process, so that orders are marked based on certain rules and criteria.


Mark Orders OK to Ship

Client Setting Enable OKtoShip Workflow must be enabled. Enabling this option will set the default status of all orders to Not OK to Ship.

You can change your orders’ OK to Ship status individually or in bulk.

Individually

If you need to mark one individual order, you can open the Order Detail Page and open the Action Menu > OK to Ship

In Bulk

You can also mark multiple orders in bulk. Go to Manage Orders > Apply filters and Search > Select your orders from the grid > Action Menu > Set OK to Ship

The bulk action will create a queued job. You can track the progress of the action and quickly recognize any issues.


Automatically

When you enable the client setting Enable OKtoShip Workflow, all your orders will automatically be set to Not OK to Ship. In this case, you will need a User, an Order Rule, or a Plugin to mark them as OK to Ship.

Alternatively, you can implement a reverse function of the above workflow with the Enable OKtoShip to default to Ok status client setting. This will set all of your orders as OK to Ship by default. This can be especially helpful for cases where there is an additional step required before shipping. For example, customer-related checks, channel requirements, etc.

When Added to Picklists

Marking orders as OK to Ship when added to Picklists is an important step to ensure that the orders are picked and packed in a timely and efficient manner and that the correct items are shipped out to customers. To enable this:

  1. Navigate to Settings > Client Settings.
  2. Enable Mark Order as OK to Ship when added to PickList.
  3. Click Save.

This setting works best when Enable OKtoShip to default to OK status is disabled. Any order part of a picklist will automatically be set as OK to Ship.

Customized Rules

You can set up a Rule in the Order Rule Engine that will update the Ok to Ship status based on certain criteria. You can configure this feature only in Delta, however, once set up, it will apply to your orders regardless of which interface you prefer.


SettingDefinition
Enable OKtoShip WorkflowRequired. If this setting is not enabled, none of the other settings will take effect and the actions will not be visible.
Enable OKtoShip to default to OK statusWill set all orders as OK to Ship. Orders need to be flagged with the action Set Not OK to Ship to prevent shipping.
Mark Order as OK to Ship when added to PickListOrders will automatically become OK to Ship when added to a picklist.

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