Processing Orders

Processing Orders shows all orders that are being picked, packed, and prepared for shipment. This is where you complete the fulfillment workflow by generating shipping labels, printing packing slips, and managing order actions.

Quick Access

Click Processing in the warehouse navigation menu to view all orders currently being fulfilled.

Why Use Processing Orders?

Complete Fulfillment Control

Manage the entire order fulfillment process from picking to shipping. Generate labels, print packing slips, and track order progress all in one place.

Batch Operations

Process multiple orders together using batch operations. Generate shipping labels in batches, print multiple packing lists, and manage bulk actions.

Quality Control Integration

Access Quality Control tools directly from processing orders. Verify package contents, check weights, and ensure orders meet shipping requirements.

Advanced Filtering

Filter orders by account, shipping method, carrier, order type, label status, and many other criteria to focus on specific order groups.

Accessing Processing Orders

1. Navigate to Processing

   Click Processing in the warehouse navigation menu. The page loads showing all orders with status “Processing”.

2. View Order Table

   Browse the table showing key information: Ship#, Account, Order#, Reference#, Order Type, Shipping Carrier, Shipping Method, Customer details, Package information, Label status, and more.

3. Filter Orders

   Use the filter options at the top to narrow down orders by account, shipping method, carrier, order type, label status, or other criteria.

4. Process Orders

   Select orders and use the Actions menu to generate labels, print packing lists, or perform other fulfillment tasks.

Page Header Tools

Located at the top of the page below the navigation bar, the header shows Shipping & Processing as the page title and provides quick access to key tools:

Ship Labels log

View the history of all generated shipping labels. Track label creation, download labels, and review label batch history.

Packing lists log

View the history of all printed packing lists. Track packing slip generation and review packing documentation.

Dashboard

Open the processing dashboard to view statistics, order counts, and fulfillment metrics.

Quality Control

Open Quality Control interface to verify package contents, check weights, and validate shipping requirements.

Create Manifest

Generate shipping manifests for carriers. Group multiple shipments together for carrier pickup or drop-off.

Validate Address

Verify shipping addresses meet carrier requirements. Check residential vs commercial addresses and validate address format.

Xenvio-link

Access Xenvio integration for shipping services. Available when Xenvio integration is enabled for your account.

X-Dock Orders

View cross-docking orders that require special handling or routing through distribution points.

Additional Header Elements

• Processing (old) - Link to the previous version of the processing interface
• Moving to processing [N] - Shows count of orders currently being moved to processing status. Click to view these orders.

Batches Section

Below the filters, the page shows a Batches section displaying label batch numbers (B.89, B.92, B.112, etc.) with order counts and status indicators. Each batch shows:

• Batch number (e.g., B.89)
• Total orders in batch
• Warning indicators for issues

Batch Controls:

• Batches view - Open the dedicated batches management page
• Refresh Batchs - Refresh the batch list to see updated status
• See More… - Show additional batches if available

Filtering Options

Processing Filters (main filter bar):

• Account - Filter by one or more accounts (with exclude option)
• Carrier - Filter by shipping carrier
• Ship Method - Filter by shipping service level (with exclude option)
• Source Channel - Filter by order source
• Package Type - Filter by package type
• Package ID - Filter by specific package ID
• ProductIDWH - Filter by warehouse product ID
• SKU - Filter by product SKU
• UPC - Filter by product UPC code
• Order Date Range - Filter orders by date range
• Assigned User - Filter by user assigned to process
• Assigned to picker - Filter by assigned picker
• Order Type - Filter by order type (regular, dropship, manufacture, ShipReady, multibox, etc.)

Advanced Filters: Click Advanced filters button to access additional filtering options.

All Filters: Click All Filters button to see and manage all active filters at once. Shows a summary line like #1187#3(+4)(2)#bc26Δ78hc(16)le(19)zt0Δ(15) indicating filter counts.

Quick Filters

Quick filter buttons for common order categories:

• My Assigned - Show only orders assigned to you
• Manufacturing - Show manufacturing orders
• Without batch - Show orders not yet assigned to a label batch
• Multibox - Show multibox orders
• Top Sku - Filter by most common SKUs (dropdown)
• Top Location - Filter by most common bin locations (dropdown)
• Unit Orders - Show unit orders

Saved Filters

The filter bar shows saved filter presets as colored buttons. Each saved filter shows:

• Filter name
• Edit icon (pencil) - Modify the filter criteria
• Delete icon (X) - Remove the saved filter

Click a saved filter to apply its criteria instantly.

Order Table Columns

The processing orders table displays the following information:

• Checkbox - Select orders for bulk actions
• Actions Menu (⋮) - Access individual order actions
• Ship# - Internal system order ID (OrderID)
• Account - Account name and ID
• Order# - Customer-facing order number
• Reference# - External reference or PO number
• Order Type - Type of order (regular, dropship, manufacture, etc.)
• Shipping Carrier - Selected shipping carrier
• Shipping Method - Selected shipping service level
• Customer - Customer name and shipping address
• Package - Package type and dimensions
• Weight - Package weight
• Batch# - Label batch number (if assigned)
• Label Status - Status of shipping label
• Picking Status - Current picking status
• Actions Required - Special actions needed
• Date - Order processing date
• Assigned To - User assigned to process the order

Table Header Actions

Above the order table, three main action buttons are available:

Actions

Dropdown menu with bulk actions for selected orders (Batch Labels, Print Labels, Pause Ship, etc.). See Bulk Actions section below.

Fulfillment

Access fulfillment-specific options for selected orders. Manage picking, packing, and shipping workflow steps.

Merge

Combine multiple orders from the same customer into a single shipment. Select orders and click Merge to consolidate.

Order Size Quick Filter

A dropdown filter allows quick selection by order complexity:

• 1 unit orders - Orders with single unit quantity
• 1 line item - Orders with one SKU
• 1 item orders - Single item orders
• 2 to 6 Skus - Orders with 2-6 different SKUs
• 5 to 12 Skus - Orders with 5-12 different SKUs
• More than 10 Skus - Complex orders with 10+ SKUs

Bulk Actions

Select multiple orders using checkboxes, then click the Actions dropdown button to perform bulk operations:

Batch Labels

Generate shipping labels for all selected orders in a single batch. Keyboard shortcut: (alt+b)

Retry Get Labels

Retry generating labels for orders that failed label generation. Keyboard shortcut: (alt+t)

Remove Batch Labels

Remove selected orders from their current label batch. Orders can then be added to a different batch.

Print Labels

Print shipping labels for selected orders. Keyboard shortcut: (alt+i)

Pause Ship

Temporarily pause order processing for selected orders. Not available for MANUFACTURE orders. Keyboard shortcut: (alt+p)

Assign User

Assign selected orders to specific warehouse users. Only visible to managers.

Bulk Edit

Edit multiple orders at once. Keyboard shortcut: (alt+e)

Print SPS Packing Slips

Print special packing slips for SPS orders in bulk.

Prepare Ship Ready

Divide Ship Ready orders into boxes. Keyboard shortcut: (alt+r)

Download CSV

Export selected orders data to CSV file. Keyboard shortcut: (alt+d)

Keyboard Shortcuts Summary

• (alt+b) - Batch Labels
• (alt+t) - Retry Get Labels
• (alt+p) - Pause Ship
• (alt+i) - Print Labels
• (alt+e) - Bulk Edit
• (alt+r) - Prepare Ship Ready
• (alt+d) - Download CSV

Order Row Actions

Click the actions menu (⋮) on any order row to access individual order actions:

• View - Open the order view page
• Activity log - View the complete activity history for the order
• Remove from batch - Remove order from current label batch
• Retry Get Labels - Retry generating shipping labels if previous attempt failed
• Print Instruction List - Print picking and packing instructions
• Print Packing List - Print packing slip for the order
• Pause Ship - Temporarily pause order processing (not available for MANUFACTURE orders)
• Value Added Services - Add special services like gift wrapping, custom packaging, etc.
• Web QC - Open Quality Control interface for this order
• Revert to Pending - Send order back to Pending status

Actions Required

Some orders may show special actions that need to be completed before shipping. Click the Actions Required button to open a modal with these actions:

Print SPS Packing list

Print special packing slip format required for SPS orders.

SPS GS1-128 Label

Generate GS1-128 barcode labels for SPS orders.

Prepare / Prepare UOM

Prepare Ship Ready orders for shipping. Divides order into boxes based on configuration.

Print FNSKU

Print FBA (Fulfillment by Amazon) SKU labels for Amazon FBA orders.

Shipping Service

Select or edit shipping service for FBA orders. Choose the appropriate Amazon shipping method.

Generating Shipping Labels

Batch Label Generation

1. Select Multiple Orders

   Check boxes next to all orders you want to include in the batch.

2. Open Actions Menu

   Click the Actions dropdown button.

3. Select Batch Labels

   Click Batch Labels from the dropdown menu (or press alt+b).

4. Assign to User (optional)

   A dialog appears asking to assign the batch to a user. Select a user or proceed without assignment.

5. Wait for Processing

   The system generates labels for all selected orders. A progress indicator shows processing status.

6. Review Results

   Check which orders successfully generated labels and which may need attention.

Batch Processing

Batch label generation is more efficient than generating labels one at a time. Group orders by carrier or shipping method for best results.

Retry Failed Labels

If label generation fails for some orders:

1. Identify Failed Orders

   Look for orders with label status indicating failure or error.

2. Select Failed Orders

   Check boxes next to orders that need retry.

3. Retry Get Labels

   Click Actions → Retry Get Labels (or press alt+t).

4. Wait for Processing

   The system attempts to generate labels again for selected orders.

Printing Packing Lists

Print Individual Packing List

1. Find Order

   Locate the order in the processing table.

2. Open Actions Menu

   Click the actions menu (⋮) on the order row.

3. Select Print Packing List

   Click Print Packing List from the menu.

4. Print

   The packing slip opens in a modal. Click Print PDF to print using your browser’s print function.

Print Instruction Lists

1. Select Order

   Find the order you need instructions for.

2. Open Actions Menu

   Click the actions menu (⋮).

3. Select Print Instruction List

   Click Print Instruction List from the menu.

4. Review and Print

   Instructions open showing picking locations, items, and packing requirements.

Order View (Individual Order)

Click on an order or select View to open the detailed order view. This view shows complete order information and provides additional actions:

Order View Actions

The navigation bar in order view provides these actions:

• Back to List - Return to the processing orders list
• Mis-Count - Report incorrect count and revert to backorder
• Mark as shipped - Manually mark order as shipped with tracking number
• Revert to Pending - Send order back to Pending status
• Print Packing List - Print packing slip
• Print Summary - Print order summary
• Mark as Error - Mark order as error with comments
• Man-Hour - Add man-hour charges to the order
• Put on Hold by Request - Put order on hold (charges restocking fee)
• Insert attachment - Upload and attach files to the order
• Generate SKU Return labels - Generate return labels for each SKU
• Value Added Services - Add value-added services to the order
• Activity Log - View complete order activity history

Order View Sections

The order view displays:

• Detail Order: Order date, Order#, Shipping#, Reference#
• Shipping Info: Carrier, Method, Tracking#, Status
• Ship To / Bill To: Customer shipping and billing addresses
• Order Details: Signature, Insurance, COD, Phone, Email, Items
• Notes: Note to Customer, Note to Warehouse
• Order Items: Product details with bin locations and quantities
• Attachments: Any files attached to the order

Quality Control

Access Quality Control directly from processing orders:

1. Select Order

   Find the order you want to verify.

2. Open QC

   Click Actions → Web QC or click the Quality Control button in the page header.

3. Verify Package

   In Quality Control, verify:

   • Package contents match order
   • Weight is correct
   • Dimensions are accurate
   • Shipping method is appropriate

4. Complete QC

   Mark QC as complete when verification passes.

Creating Manifests

Generate shipping manifests for carrier pickup or drop-off:

1. Click Create Manifest

   Click the Create Manifest button in the page header.

2. Select Options

   Choose carrier and date range for the manifest.

3. Generate Manifest

   Click to generate the manifest document.

4. Print or Export

   Print the manifest or export for carrier submission.

Best Practices

Process by Carrier

Filter orders by carrier and process them together. This makes manifest creation easier and reduces carrier-specific errors.

Use Batch Operations

Always use batch label generation for multiple orders. It’s faster and more reliable than individual label generation.

Complete Actions Required First

Complete all “Actions Required” items before generating labels. This prevents delays and errors during shipping.

Verify Before Shipping

Use Quality Control to verify package contents and weights before generating labels. Catch errors early to avoid shipping mistakes.

Assign Workload

Use the Assign User feature to distribute orders evenly among warehouse staff. This improves efficiency and accountability.

Use Keyboard Shortcuts

Learn the keyboard shortcuts (alt+b, alt+t, alt+p, etc.) to speed up your workflow.

Troubleshooting

Labels Won’t Generate

Problem: Shipping labels fail to generate for some orders.

Solutions:

1. Check if the order has all required actions completed (Prepare, Print FNSKU, etc.)
2. Verify shipping address is valid (use Validate Address if available)
3. Check carrier and shipping method are correctly selected
4. Ensure order has items assigned and inventory is available
5. Try Retry Get Labels from the actions menu
6. Review order details for any error messages or warnings

Can’t Print Packing List

Problem: Packing list won’t print or shows errors.

Solutions:

1. Check if order has items - orders without items can’t generate packing lists
2. Verify browser popup blockers aren’t blocking the print window
3. Try printing from a different browser
4. Refresh the page and try again
5. Use Print Instruction List as an alternative

Batch Labels Failed

Problem: Some orders in a batch didn’t generate labels.

Solutions:

1. Review which orders failed - check for common issues
2. Verify all orders have required actions completed
3. Check if orders have valid shipping addresses
4. Ensure all orders use compatible carriers or shipping methods
5. Try generating labels for failed orders individually
6. Use Retry Get Labels for the failed orders

Actions Required Won’t Complete

Problem: Action buttons are disabled or don’t work.

Solutions:

1. Check if the action has already been completed (status shows “done”)
2. Verify you have permissions to perform the action
3. Refresh the page to reload action status
4. Check if order status allows the action
5. Contact administrator if action remains unavailable

Can’t Assign Orders

Problem: Assign User option doesn’t appear or doesn’t work.

Solutions:

1. Verify you have manager permissions - only managers can assign orders
2. Check if orders are selected (checkboxes must be checked)
3. Ensure orders are in Processing status
4. Refresh the page and try again

Quality Control Won’t Open

Problem: QC button doesn’t open Quality Control interface.

Solutions:

1. Check if Quality Control module is enabled
2. Verify browser allows popups from this site
3. Try opening QC from the page header button instead of order actions
4. Check if order has items - orders without items may not open QC
5. Try a different browser or clear browser cache

Related Documentation

Next Steps:

• Pending Orders - View orders ready to be processed
• Shipping Labels - Detailed guide to shipping label generation
• Picking Operations - Manage order picking workflow
• Batches - Managing label batches

Related Features:

• Orders Overview (OMS) - Client view of all orders
• Shipped Orders - View completed shipments