Please be aware:
The product is currently in beta and has fairly limited functionality. At the time of reading this article you may not yet have access to this set of tools. If you are interested in trying these out as soon as possible, please get in touch with the support team via live chat.
Multiorders Shipping Automation:
The purpose of this feature is to allow you to set-up specific rules and presets which multiorders could apply automatically as soon as a new order is imported. This would eliminate the process of manually selecting carriers and shipping services, drastically speeding up the shipping process.
How to use Shipping Automation in Multiorders:
Before you begin setting up shipping automation you should already be familiar with how the automation tool works, if you haven't already, please read the detailed guide here.
Creating the automation:
The process of setting up automation rules for shipping is the same as with tag's or anything else. Go to Tools -> Automation, click Create Automation. In the new window give your automation a name, select your Trigger, then Rules and finally you can choose the new Action which is called Prepare.
In here you will be able to create your shipping presets for the rules you select earlier.
Select your carrier.
Then shipping service.
And finally one of the package presets from your shipping settings and press done.
Once you press done you may notice one more thing happening. Because shipping automation can only work on New orders, we will automatically add an additional filter for order status if one is missing (if* status is New).
Now simply press Done again and the automation will save. Instead of waiting for an order to sync in to test your new automation set-up, we recommend that you create a Local order to test this.
Using the new order status tab:
If you haven't done so already, please create at least one Local order that would trigger you shipping automation preset. As soon as that order is created and the automation takes action, you will notice that a your order is no longer in the New tab, but in different one called "Prepared", this tab remains hidden unless there are orders with shipping automation applied to them.
Inside the Prepared tab you will be able to see what kind of automation has been applied to your orders. Like carrier, shipping service, package weight and dimensions.
As well as a new bar with additional buttons to complete the shipping process.
If you are happy with the automated selection that multiorders has made simply press Complete All and we will begin creating shipping labels for all the orders in the Prepared tab. You can also select just a couple of orders individually and press Complete Selected.
If you feel like you need to make adjustments to some of the orders in the prepared tab, you can click on the carrier or shipping service options to bring up a pop-up menu that allows you to change those details. You can also select multiple items and press Change Shipping Options button to apply changes in bulk.
The future of Shipping Automation in Multiorders:
Early form of the shipping automation tool has several limitations and not all carriers are supported straight away. We will be continuing our work until this works with all carriers and their custom options.
This is a new feature that is still in beta, if anything seems out of place or some glaring features are missing that weren't covered in the list at the start, please get in touch with us over the live chat or email.