Automatic batch generation

Automatic batch generation

Overview

This article describes how to generate preparation batches automatically

Here is a an overview of the process:
  1. First you must create rules that will create batches based on order conditions (shipping method, destination, product count etc...)
  2. Next, from the order preparation you can manually run a rule to generate batches
  3. Last, you can schedule the rules to run automatically at specific hours / specific days

Prerequiresites

To fully enjoy the automatic batch feature, you must enable the latest features in myFulfillment.

Click on the settings icon in the top right corner and select tab "myFulfillment V2":


Then make sure to enable the following features:
  1. Sales > Order preparation > All batches
  2. Sales > Order preparation > New batches
  3. Sales > Order preparation > Active batches
  4. Sales > Order preparation > Batch PDF
  5. Sales > Order preparation > BATCH HELPER

Rule configuration

First you need to configure the rules to generate the batches. 

Batch rules are availables in menu settings > Order preparation > Automatic batch rules:


You can then see the list of existing rules and create a new one:



When you create or edit a rule, you can configure the following parameters:
  1. General
    1. Rule name: give a clear name for the rule
    2. Enabled: If enabled, the rule will be available in the order preparation screen and might be executed automatically
    3. Priority: rules are ran sorted with priority ascending, meaning that rule with priority #1 is executed first, after rule #2 etc...
    4. Notes: internal note
  2. Conditions
    1. Global
      1. Warehouse: select the warehouse to which the rule applies, a rule applies to only 1 warehouse
      2. Available order count: if the number of orders matching rule conditions is not in the range, then the rule will not apply. For instance, if you fill a range of "5 > 10", the rule we apply only if there are at least 5 orders matching condition and maximum 10 orders". This feature is useful if you dont want a rule to be ran if there are too few orders.
    2. Orders
      1. Stores: only orders with the selected stores will be selected
      2. Shipping method: only orders with the selected shipping method will be selected
      3. Product count: this option filters orders based on the quantity of products to ship
      4. Country: only orders with the selected countries will be selected
      5. Postcode: only orders with the selected postcodes will be selected
      6. Weight: this option filters orders based on the total weight to ship
      7. Grand total: this option filters orders based on the order value (including tax)
    3. Products
      1. Contains SKU: only orders containing one of these SKUs will be selected
      2. Contains product category: only orders containing at least one product with selected category will be selected
  3. Actions
    1. Action to perform: select "Create batch"
    2. Max order count in batch: with this option you can select the maximum of orders per batch. Let says rules match to 20 orders, if you pu a limit of 8 orders per batch, then the system will create 3 batches
    3. Type: Freetext, the type is applied to the batch created
    4. Priority: priority for the batches generated
    5. Manager: manager for the batches generated
    6. Batch prefix: you can fill here a prefix that is added before the batch reference. For instance if you fill "BC", the batch reference generated will be "BC-XXXXXXXXXX"

Manual rule execution

Once the rules are configured, you can manually create batches based on rules from the order preparation.

Go in menu sales > Order preparation, then click on the "Batch helper" button:


This button opens a popup with all rules available for the current warehouse.

For each rule, the system displays the number of order available for each rule and you can create batches using the "Execute" button:



Automatic rules execution

You can also configure myFulfillment to automatically execute the rules for given hours.

      Select execution hours for each rule

When you configure a rule, in the "Conditions" tab you can select the hours where the rule must be executed:


Warning
Important: you must select hours using UTC / GMT timezone

      Configure feed


First, you must configure the feed to be ran, for that go in menu integrations, click on the "System" integration and select tab "Feeds" to configure the "AUTOMATIC_BATCH" feed:


Depending of your business, we do recommend various settings:
  1. Run the feed every hours: in such case, the system will check every hours if there are some rules available and then will create the batches


  1. Run the feed only for week days: select custom schedule and then fill the following expression: mon:*h00,tue:*h00,wed:*h00,thu:*h00,fri:*h00




Frequently asked questions


      Does the system can split orders in different batch ?

Yes, in the rule configuration you must configure the maximum order count per batch in the action tab:


      Can i skip a rule if there are not enough orders ?

Yes, the following example will not apply if there are less than 10 orders available for the batch:


      How works the priority ?


Priority are mostly usefull when you schedule the rules to be generated automatically.

Here is the process when the feed runs:
  1. First the system loads all rules for the current warehouse
  2. Next, the system excludes rules which do not have the current hour set in the conditions tab
  3. Next the system plays every rules, sorted by priority (rule with priority #1 is first executed, next rule with priority #2 etc... )
  4. Each time a rule is ran, orders matching rule conditions are added in the batch created, so it means that the rules executed AFTER will run without orders already assigned to a batch



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