Overview
Batch templates allow a specific set of batch creation selections to be saved - thereby reducing order processing time if the same filters are used throughout the day. When creating batch templates, all filters set must be met for a batch to be created, if one or more of the filters are not met, the order won't be included in the batch.
Create a Batch Template for existing orders
To create a batch template for orders that already exist in the system, please do the following:
Click Picking & Packing then Manage Batches.
Next, click Create New Batch.
Make your filter selections on the batch screen.
Add a Reference.
Toggle the setting Save Batch as Template? to ON.
Select Create Batch.
This will create the batch and save the batch settings as a template.
Create a Batch Template for future orders
To create a batch template for future orders, please do the following:
Click Picking & Packing then Manage Batches.
Next, click Templates then Add Template.
Create a template using the filters shown below -
(3PL Only) Client.
Warehouse and Zone.
Courier or Courier Service: Can only select one of the two.
Courier Service Type: The courier service type applied to the orders, normally this is Standard.
Channel: The order channel.
Exclude Tags: Orders containing excluded tags will not be batched.
This is an AND condition, means orders must NOT contain ANY of the excluded tags.
Include Tags: Orders containing included tags will be batched.
This is an AND condition, means orders must contain ALL specified tags.
Country or Country Zone (Shipping Zone): Can only select one of the two.
Despatch Date and Delivery Date.
Single Line Order Only or Multi Line Order Only: Can only select one of the two.
Single Unit Only or Multi Unit Only: Can only select one of the two.
Personalised Orders Only: Only batch orders with item personalisation.
Min Weight Per Order and Max Weight Per Order: Set the min and max weight per order.
Order Includes Product: Select specific products the orders must contain.
When this field contains multiple products, orders must contain at least one of the specified products to match the filter.
This is an OR condition, not AND.
Max Units Per Order: Max number of units in total, regardless of the number of unique SKUs.
Maximum Number of Items: Max number of unique SKUs, regardless of units.
Minimum Number Of SKUs: Minimum number of unique SKUs required.
Maximum Number Of SKUs: Maximum number of unique SKUs allowed.
Select Bundle: Select specific bundles to batch.
One Label Per Pick: Look for orders where the number of parcels is the same as the number of items.
Exclude Orders Containing Products: If an order contains an excluded product, it won't be batched.
If an order contains ANY product listed, it's excluded from the batch.
This means if you specify products A, B, C to exclude, an order containing any of them is filtered out.
Max Batch Size: Set the maximum number of orders to batch (default: 200).
Order Number Contains: Enter an order prefix or numbers. Only one prefix/number pattern can be specified per template.
No Despatch Note - Single Line Only: For single line orders without despatch notes.
Orders with Cartons/Pallets stock: Include orders with cartons/pallets stock.
Use Tote Capacity Method: Enable tote capacity method set on products for picking. When the tote is at capacity, you will be required to use another tote.
Ensure you set the Tote Capacity value on individual products (via product edit or CSV import).
Number Of Totes (Bulk To Tote Picking): Specify number of totes for bulk picking.
Reference: Add a reference identifier for the batch.
Save Batch as Template?: Save the current batch configuration as a template.
Add a Reference.
Select Save.