Creating a Batch

Due to the shutdown of Temando, the provider of the technology behind Magento Shipping, it is no longer possible to create a new Magento Shipping account. For detailed status information and recommendations for new shipping implementations in Adobe Commerce and Magento Open Source, see the shipping solutions page.

Orders that are ready to ship with Magento Shipping can be booked together as multiple shipments and processed as a batch. Each shipment includes a detailed description of the package(s) to be included, with additional instructions for the carrier. The shipment is processed according to the shipping experience rule of your choice. Documentation, including shipping labels, is generated for each package, and is available for download.

Before you begin

Verify that Magento Shipping is enabled with valid API credentials, and that the Advanced section is complete to synchronize your Magento installation with the Temando API.

Step 1: Create a Shipping Experience Rule

In this step, you will create a Batch Fulfillment Rule to automate the batch processing of shipments. To learn more, see: Shipping Experience Rules.

1. In the Admin sidebar, choose Stores.

2. In the Shipping section, choose Experiences.

3. Create a new experience:

   • Click Create New Experience.

   • Enter a descriptive Name for the new rule.

   • Set the Status of the rule to Production.

4. Create a rule:

   • Scroll down to the Batch Fulfillment Rules section.

   • Click Create Rule.

     Batch Fulfillment Rules

   • Enter a brief Description of the rule that states its purpose and the conditions that trigger the rule.

     Because this rule is to run every time, accept the default Condition value of Always.

     Condition

5. In the Outcomes section, set Action to one of the following:

   • Book Shipment with Cheapest Carrier Service
   • Book Shipment with Carrier Service

6. Choose the carrier(s) and services that you want to use for fulfilling the orders in the batch.

   Outcome

7. Click Save.

Step 2: Process a Batch of Orders

A batch of orders can be processed if there is one or more in the Orders grid with the status of Pending.

1. On the Admin sidebar, choose Sales.

2. Choose Orders, and do the following:

3. In the Orders grid, select the checkbox of each order to include in the batch.

4. Set up the batch processing:

   • Set the Actions control to Batch Process.

     Action - Batch Process

     Follow the progress indicator at the top of the page, as you complete the following:

   • To complete Step 1, choose the Origin Location to establish where the orders to be shipped are booked. Then in the upper-right corner, click Next.

     Step 1: Choose the Origin

   • To complete Step 2, review the orders in the grid. If necessary, clear the checkmark of any order that you do not want to include in the batch. Then, click Next.

     Step 2: Confirm Shipments(s) to Process

   • In Step 3, complete the detail information for each order in the batch to prepare orders for booking.

Prepare orders for booking

In Step 3 of the batch processing workflow, you must define the packaging of each item before the quoting and booking processes can take place. The total weight is calculated based on the weight that is specified in the product settings. When a package type is specified, the calculated weight is updated to include the weight of the packaging, if defined in the product settings.

The Prepare orders for booking page is wider than most pages, and includes a section for each order in the batch.

1. Describe each package in each order:

   • Choose the Package Type.

   • Enter the Total Weight.

   • Choose the Weight Unit.

   • Enter the number of each item that is included in the package.

2. To ship the order in multiple packages, click Add Another Package. Then, complete the previous step to describe the additional package and its contents.

3. If you need to remove a package, click to the right of the Weight Unit field.

   Items in a removed package are not automatically restored to the previous package. In such a case, it is necessary to update the Package Contents field manually or add another package.

4. Choose the applicable Shipping Experience.

5. Specify optional delivery options:

   • Under Add-ons, choose one of the following types of destination address:

     • Business
     • Residential
     • Post office box

6. Mark the checkbox of any additional delivery options that apply to the shipment.

   The selection of options depends on the carrier and service.

   To keep the workspace uncluttered, you can click Hide Details after you prepare each order in the batch for booking.

   Step 3: Prepare for Booking

7. Click Finish.

The new batch appears at the top of the Batches grid, with the status of Created.

In the grid, the checkbox is marked for all orders that are to be included in the batch. To remove an order from the batch, simple clear its checkbox. are marked with a checkbox.

Batch booking times can vary, depending on the quantity of bookings within a batch, and the carriers used. The status of each batch in the list is updated automatically as batches are booked. A batch can have has one of three possible states:

• Created – Indicates a new batch that was just created.

• Processing – Indicates that the shipments for the orders in the batch are still in process, and the booking request is sent to the carrier.

• Processed – Indicates that the batch process has run the booking requests, and response has been received from the carrier(s).

If an order was not successfully booked, it can be processed again during the standard workflow, either individually, or as part of a batch.

New Batch

Step 3: View the Batch and Print Documentation

When a batch receives responses from all of the carriers regarding booking requests, the batch booking request process ends, and the results of the shipment bookings appear in the list. If a batch has shipments that failed to book, you can view the batch to investigate further.

1. In the Actions column, click View to examine the batch or to access the shipment documentation.

2. Do one of the following to print the documentation associated with the batch:

   • Click Print All Packing Slips.
   • Click Download Documentation Links.

   All of the associated documentation is collated into a single file for you to print. Downloaded documentation is saved as a compressed zip file, and each individual document is saved as a .PNG file.

Step 4: Dispatch

The final step in the fulfillment process is to create a dispatch and printed manifest. To continue, see Dispatches.

Field Descriptions

Error Messages