The batch option gives you flexibility in how you organize your shipments and allows you to process large numbers of shipments at once in the background while you continue to work.
In the previous version, batches created in ShipStation had three different statuses:
- Open, Closed, and Archived
Orders would be added to an Open Batch, and when the shipping labels were processed it would move to the Closed status, where documents could be printed as needed. When the batch was no longer needed, it could be Archived to remove it from view.
In V3, batches only have two statuses:
- Active or Archived
You can add or remove shipments from a batch at any time, and print any documents you need while the batch is still Active. When you no longer need the batch, Archive it to remove it from view.
This article includes instructions on how to:
There are four ways to create a batch:
- Click Shipment Batch at the bottom of the left-hand sidebar. This option is available in the Orders and Shipping tab.
Then, click + Create New Batch.
- On the Shipping tab, go into the Batches section, then click New Batch.
- On the Orders tab, select an order and click Other Actions, then click Add Shipments to Batch.
Then click + Create New Batch.
- In the Order Details window, click the Add Shipments to Batch button.
Then click + Create New Batch.
When creating a batch, you'll be able to give it a custom name and assign it to a user in your account.
NOTE: Assigning a batch to a specific user will also assign all shipments within that batch to that user. Additionally, users will have read-only permissions when in Batch Details for batches not assigned to them.
There are 4 ways you can add shipments to a batch:
- Select the order(s) or shipment(s) that you want to be added to the batch. Orders and shipments can be selected while on the Orders and Shipping tabs.
Click Shipment Batch on the bottom of the left-hand sidebar, then click the + symbol next to the batch you want to add the shipments to. If an order has multiple shipments, all the shipments associated to the order will be added to the batch.
The count for the batch will increase and the shipment will be available in the Batch section of the Shipping tab.
Before you can process a batch, each shipment must include the shipping information needed to create the label. You may have already set up the shipping information before adding the shipments to a batch, but if you still need to configure the shipping details, there are two ways to access the shipments in the batch.
- Click Shipment Batch at the bottom of the left-hand sidebar, then click the batch you want to view.
- On the Shipping tab, go into the Batches section and click the batch number of the batch you need to adjust.
From here, you'll be able to update the shipping details for shipments in the batch, just like you would any other shipment in the Shipping tab.
Additionally, use the Other Actions button to either Remove the selected shipment(s) from a batch or Move the selected shipment(s) to a different batch.
Go to the Shipping tab to process your batches.
In the Shipping tab, go into the Batches section, and select the batch(es) you want to process.
Click Create + Print Label (or use the drop-down to Create Label without printing)
You can also click Print to print Packing Slips or already generated Labels for the batch.
NOTE: As long as the batch is Active, you can add or remove shipments as needed, even if labels have already been created and printed. However, adjusting the shipments in a batch that's already been processed could cause you to have to process the batch again to generate any additional labels or packing slips you need.
When you're done with a batch, archive it to remove it from view.
In the Shipping tab, go into the Batches section, and select the batch(es) you want to archive.
Click Other Actions, then Archive Batch.
Once a batch has been archived, it's preserved as Archived in the Batch section on the Shipping tab. An archived batch cannot be modified or used to print documents, but you can still print labels or packing slips as needed from the individual shipment.