Magento 2 comes with Batch - an exceedingly useful feature which allows you to process a large number of shipments at once without manual repetition. By creating a batch in Magento 2, store owners do not need to process shipments for each order. With the support of the Batches grid, you can easily view the available Magento Shipping batches, the number of shipments in each, and their status. The Batches grid also allows you to view the detail of a single batch, print packing slips, and shipping labels. A detailed description of the packages and additional instructions for the carrier will be included in each shipment. According to the shipment experience rule of your choice, the shipment will be processed. Documentation, including shipping labels, is created for each package, and downloadable.
In this article, I will show you four steps to create a batch in Magento 2.
In this step, I will show you how to develop a Batch Fulfillment Rule to make the batch processing of shipments operate automatically.
Then select the carrier(s) and services that you want to use for complementing the orders in the batch.
To process a batch of orders, at least one order in the Orders grid has the Pending status
In Step 2, you need to consider the orders in the grid. If you want to exclude any order from the batch, clear the checkmark of this order. Then, click to the Next button to move to the third step.
In Step 3, you will be required to complete the detail information for each order in the batch. Before implementing the quoting and booking processes, the packaging of each item must be determined. According to the weight that is specified in the product record, the total weight is calculated. When a package type is defined, the calculated weight will be updated to include the weight of the package, if available.
This page is more extensive than most pages and features a section for each order in the batch. Take the following actions to describe each package in each order:
To transport the order in multiple packages, click Add Another Package. Then, finish through the previous step to depict the additional package and its contents.
If you need to eliminate a package, click the Delete icon to the right of the Weight Unit field.
Note: Because items in a removed package are not automatically restored to the previous package, store admins need to update the Package Contents field manually or add another package.
Select the proper Shipping Experience rule to be used for the shipment.
Take the following actions to particularize any delivery options:
Also, you can select other options for Add-ons field, as below: - Unattended Delivery: Indicates if the delivery company can leave the package at the destination address without the presence of the receiver.
Signature Required: Indicates if a signature is compulsory.
Adult Signature Required: (For UPS - US only) Indicates if an adult signature is compulsory.
Direct Delivery Only: (For UPS - US only) Indicates if direct delivery is required. Direct Delivery ensures the destination of the package is the residential or business address. The recipient cannot redirect the Direct delivery packages, and the driver can not reroute it. Signature required for Direct Delivery is an option for you.
Note: The number of available options depends on the carrier and service.
The new batch will be shown at the top of the Batches grid, with the Created status. In the grid, the checkbox of all orders is marked to confirm their presence in the batch. To exclude an order from the batch, you can quickly clear its checkbox.
The batch booking times can differ according to the number of bookings included in a batch, and the transportation agency used. Once batches are booked, the status of each batch in the list is updated automatically. A batch can have one of three possible states:
In case, an order was failed to book, it can be reprocessed during the standard workflow, either individually, or as part of a batch.
Once a batch gets responses from all the carriers to booking requests, the batch booking request process finishes, and the results of the shipment booking appear in the list. If shipments of the batch fail to book, you can look at the batch to examine further. In the Actions column, click View to view the batch or the shipment documentation.
Do one of the following activities to print the document related to the batch:
The last step of the order fulfillment process is to create a dispatch and printed manifest.
During the process of multiple shipments, errors can occur, and the system will show you the error messages.
Shows that an error occurred when the order information was retrieved. This error is generally resulting from the orders which were not created with Magento Shipping.
Carriers may not have the abilities to meet the specified shipping requirements when quoting, or there may be problems with the API or the value entered in the configuration. All errors related to communication with the carrier are listed in the Errors block above the related order. The error message shows which carrier service has issues with the current shipping configuration. Click Show Errors to view all errors returned.
In case, there is an unsuccessful booking with a carrier, the reason for the failure must be found out to ensure a successfully booking next time. To view the causes and determine the proper solutions, initially, view the batch. Then next to the number of sale shipments, click Find Solutions. The Find Solution pages show the order that is booked unsuccessfully and give the known reason for failure, or the error that was caused by the platform or carrier.
Above is the detail instruction to create a batch in Magento 2. If you have questions on any steps, don’t hesitate to contact us. As an online store business owner, are you feel inconvenient with manual and repeated actions such as creating each invoice one by one?
Would you like to take other action to mass orders on a once time? Let’s Magento 2 Mass Order Actions help you! This practical module allows store admins to create both invoice and shipment, add comments for mass order, invoices, shipments at the same time. With Mass Order Actions, you can reduce a lot of workloads and enhances the workflow of your online store significantly!
It comes to the end of the tutorial: How To Create A Batch In Magento 2.