.svg)
.svg)
Let’s stay in touch with the ShipHero Blog.
.png)
In this video, Yosef and John introduce ShipHero’s new and improved CSV Order Upload feature. In the demonstration, Yosef shows how to upload a CSV order document, how to correct any mapping errors without re-uploading a whole document, how to review and finalize output, and how to use the intuitive interface to view and manage order information.
0:00 Yosef: How are you doing today? John: I'm good. 0:02 John: How are you? 0:04 Yosef: Good. It's Thursday, which means we were supposed to record a video. Do you want to? 0:06 John: Yes, apparently. Well, we're here anyway, so might as well. What do you think we should cover today? 0:09 Yosef: I was thinking one of the more exciting features in ShipHero, everybody's favorite CSV order upload. 0:17 John: Oh man, I don't know if I'm ready for that. 0:19 Yosef: Yeah, it's pretty intense. 0:23 John: Sure, let's do it. You want to show your screen? 0:31 Yosef: Yeah, let me get that screenshot started. So, for anybody currently using ShipHero, this may be a little bit of a new screen for you. We do currently have CSV order upload available, kind of an older version, missing some really nice features that we built, namely error checking, kind of that status, like knowing uploaded a file, how many orders have been uploaded, where are these orders. So, we added some of those features. We also added some more intelligent mapping so you can basically upload a file, we'll try to match the names of your columns with the names that we need, the columns that we need, and match those automatically. And then we'll see, there's a nice interface for creating those mappings as well. 1:17 Yosef: Basically, the flow is pretty much the same as what was before. You start with uploading and then you do the mapping. So, we'll jump into it by first of all downloading the template. 1:26 John: Did we make it more beautiful or do we make it more functional? 1:34 Yosef: A little bit of each. So, it is nicer. You can now see the batches with the files that were uploaded. So, you have some more visibility to that, and then there is some more functionality as you'll see. 1:49 Yosef: We downloaded our template. We have all the columns here on top. You can see that actually in the column names, we put what's required so you can see the address is the required column. 2:31 Yosef: Basically, everything you'd expect in an order upload CSV. 2:47 John: Gotta love Excel. 2:53 Yosef: Now that we have our template ready, we can upload it. So, we'll upload orders and we'll choose our template or our file. And as you can see, we've automatically matched the fields in the template with the fields that we need in ShipHero. So, all these have been matched. That's because we used the ShipHero template so we know they're the exact same. 3:39 Yosef: So, completely, if you download the template like you just did, it automatically will map because we know those fields. 4:32 Yosef: So, if you upload a hundred... if you're doing an upload with a hundred and two of them failed with an error, you don't have to upload again. You can just do those two that were there, just those two. 5:12 Yosef: Yes, you won't have to upload all hundred again. You'll just be showing those orders that have failed. You can correct them, upload it again, and those two orders will be able. 5:54 John: We have an email notification for those too, right? 5:58 Yosef: Yeah, so there is an email. Once the batch is finished, you'll get an email. It'll tell you how many were created and how many errors there were. You could download the CSV with the errors from the email. 6:24 Yosef: Now, once you upload a file, you can then save that mapping. So, if I went through and created like a manual map, so I have my own custom file, I've mapped all the fields, you can click on this map and save as a template. 6:51 Yosef: Now that I've uploaded, you can see I have a couple of orders here that were uploaded. You can click on where it says orders and it'll take you to the manage orders page and show you just those orders. 8:31 John: Very cool. Well, thanks for joining us today and thank you also for taking us through CSV order upload. If you like this video, we'll do more. Hit the like or subscribe button. 8:51 Yosef: So, we've got to point up, I think, or down this way. You'll find like, subscribe, yeah, you'll find it and we'll do some more. Until next time, bye.
‍
.svg)
We make sure you deliver your ecommerce. Software for your warehouse, and outsourced shipping if you’re hands-off. We make sure over 6500 ecommerce brands and 3PLs the world over deliver ecommerce every day.
Aaron Rubin (00:00): Aaron Rubin, CEO of ShipHero here. We're showing one of our warehouses, it's in Allentown, Pennsylvania, and how we operate. So, garbage in, garbage out. You got to make sure that you're receiving and putting away correctly. And if not, if you see a warehouse that has lots of process, lots of exceptions on the way out the door, usually it's because their receiving and put away and inventory control is wrong. So let me show you today how we do receiving and put away. Team-wise, typically our receiving and put away is done by more senior people, versus, a shipping which can get scaled up with people with less experience, just a few hours of training. And the reason for that is you want someone, if a shipping plan says you're getting in 30 green dresses in a box, and they notice a blue one in there, they know to stop that and handle it and how to handle it. So that's why typically that receiving manager or inventory control is going to be one of the most senior people in the building, and one of the people you trust the most. (01:03): So, I'm going to show you, as ShipHero, its combination of software and process. So I'm going to show you what our software looks like, what our process looks like from when things get in the door until they get put away on the shelf. All right. So Russell's going to show us how we do receiving and put away. So Russell's already within an order. Hi Russell. Russel Hosein (01:29): Hello. Aaron Rubin (01:30): So Russell, take it away. Russel Hosein (01:31): All right. So we have our purchase order we're going to be receiving. So the way we're going to do this is we have some bins here. These bins have a barcode on the side that indicate what type of bin they are. So it's receiving cart 12. So the idea is that we have the products here that we need to receive. We'll just grab them, start scanning them into receive. So as I scan it, I'll increment the number. Keep putting them in the bin until the bin is filled up. Three. This should be good enough. So I fill this bin up. So the next step I have to do is just scan this barcode here, and then it just automatically receives those products in. And take this, load it up on my cart. Just keep repeating this process until I've done receiving this entire box. Aaron Rubin (02:44): And it won't happen because there aren't going to be any mislabeled ones. But if there was a mislabeled one, it would beep and indicate so Russell knows that there's an exception, and the barcode does not match the product that's on the shipping plan. Russel Hosein (02:56): I think I got about one more worth of product. Aaron Rubin (03:33): And the reason why we're scanning each one and we're seeing how many are each bin, you'll see as we put it away, it's to ensure that we don't actually have to do a second count and we got an accurate count for what's in each location by only counting once. So rather than sort of short-cutting and assuming the number or having a second count, we get the best of both worlds using this technique. Russel Hosein (03:57): All right. Scan to receive. Nice. So we have our cart ready to go. Aaron Rubin (04:07): And note, it's saving it as we go so you don't have to finish receiving everything. There's a lot of product on the shipping plan, it's a couple of pallets. We're still able to just receive whatever we got, all the data is saved as we go. So typically, we'd probably fill this up before we rolled it away. But just for the sake of the video, we're going to make it a little shorter. Russel Hosein (04:25): All right, so we have a new feature on our iPad app. It's called Transfer Entire Location. So when you click on that, it's going to open this screen here. Basically, since everything's received into these locations, I could just scan those locations as the from location. And the new location that I'm going through, I'll just scan there as the two location. And it'll do a complete bin transfer of the product. Aaron Rubin (04:49): So we'll show you how that works. Yeah, so let's walk over there. Lead the way. Once we get to the location where we want to put the product, we then transfer it from the cart location to the shelf location. So Russell. Russel Hosein (05:11): All right. I'll be transferring from this location, so I'll just go ahead and scan that. All right. And then we're going to be putting in this location. Swap out the bins. Let's scan the location. So the two location, right. And then press confirm. Aaron Rubin (05:37): All right, now swapping the bins is super helpful because you don't have to count and you don't have to worry about that maybe an item got left behind. Now, you'll notice, we put locations actually for each shelf as well. So the reason why we do that is, sometimes it's not convenient to move just by a small carton. Sometimes it's better to move it in bulk. So we can do it that way. And we do the same thing for pallets. So we'll receive into a receiving pallet, and then move that to an actual pallet rack, and then do a bin transfer that way. Either way, again, we're moving everything. We know we're moving everything, and we don't risk something getting left behind or getting lost because it gets received into the wrong location. And that's how we do receiving and put away. Really straightforward, really simple, and most importantly, really accurate. Thanks for watching.
‍
SportStop Scored a More Efficient Warehouse With ShipHero SportStop.com, a $7 Million business with just 10 full-time employees, needed a better and more efficient option for managing their orders and their shipping. As a lacrosse-specific sporting goods website, the beginning of the pandemic brought a lull that ended up being the perfect chance to begin the change.
Enter ShipHero. With a one-click integration with Shopify – a partner SportStop had already identified as a leading contender for their frontend website – ShipHero emerged as one of the best options to help SportStop.com streamline their warehouse operations and increase efficiency.
We were we were excited to to move to something that was using iPads rather than specialized little devices that when you drop it and crack the screen, it’s a big problem. And I like the fact that you guys, it seems like you’re focused on like, let’s make picking quick, let’s make packing quick. Shaving off five or ten seconds here or there or sometimes a minute or two here or there, we kind of didn’t realize how beneficial that would be.
These Mondays, it’s been really rewarding just to be like, everything’s moving smoothly, everything’s going well. You know, hey, we got out, you know, 100 more orders this Monday than last Monday. And nobody’s pulling their hair out. And, you know, that’s the thing. Sometimes you don’t realize it when you’re middle of it, but you’re just like, oh, that went pretty well.
That was great. There was no problems, you know? One feature that you had when we launched that I didn’t know would be that used is just like the merging orders feature. I hadn’t realized how many orders in a given week that can be merged. I feel it’s made things feel more scalable, you know? It has, I guess emboldened me a little bit.
I think overall it makes it about 30% more efficient in picking and 20% more packing. I mean, I would recommend ShipHero for anybody who who does manage their own warehouse and is bringing in their own items and all that stuff. I love the fact that they do the basics so well, you know? And they keep improving it over time.
I mean, so we’ve been on the system for a year and in this past year there’s been a number of new features and new things that we didn’t know would be helpful, that are helpful. And so already in a year, you guys have changed so much more than the other system did in ten years, you know?
So, I’m excited about that.
‍
How much do you know about ShipHero’s Batch Processing feature? In this video, VP of Product, Yosef Haas shares how Batch Processing makes your warehouse more efficient w/ optimized picking routes, Bulkship, Automation Rules and more!
Danno Starc (00:06): Hello everyone, and welcome to another episode of ShipHero Feature Walkthroughs. I'm joined today by Yosef, our ShipHero BP of Product. So how are you today, Yosef? Yonef Haas (00:18): Good, Danno, how are you doing? Danno Starc (00:19): I'm good. So today Yosef will help us take a deeper look into a ShipHero feature. Is that so? Yonef Haas (00:27): Yeah, yeah. We're going to talk a little bit about how to optimize multi-item batches. Danno Starc (00:33): Awesome. Yonef Haas (00:33): Okay. So multi-item batches, as anybody who's used ShipHero, has seen some of our videos knows, is a way to pick multiple orders at a time using the mobile app where you can walk around your warehouse and the system will tell you where to go, which items to pick, and allow you to efficiently pick those items. So what I want to talk about today are some strategies to optimize the batches that are generated in ShipHero so that you're picking those batches in the most efficient way possible. So we're going to look at a few different types of strategies. Some of them will be rules or things you can set up in ShipHero, and then some settings that you can change to allow the system to be smarter about the batches it's suggesting for you. (01:18): We're going to start with custom statuses. Now, custom statuses can be used to segment the orders that you're picking. Some examples and some use cases we see are segmenting by item size, order size, order mix. And by order mix I mean the types of items that are in an order by the picker and by priority. So let's take a look at some of those a little more closely. (01:40): So item size, if you have items that are large, maybe they can't fit on your regular carts or they're difficult to pick with other items, it's good to separate those into their own statuses so they can be picked separately. So for example, let's say you have orders that need a forklift or a different type of cart to pick. Maybe you're selling refrigerators and also refrigerator magnets. Clearly you don't want the same person to be picking the magnets and the refrigerator. So based on the size of one of the items in the order, you can separate those into their own status. Similar with order size; an order with one or two or three items is going to be picked differently than an order with 50 or 100 items. (02:22): Order mix, again, the types of items they may be picked together. Maybe you have orders that have hazardous or high value items and you want to make sure they're picked separately than your other orders. Another strategy is to do it by picker. So if you want to assign certain orders to an individual picker, you can do that using customer status as well. (02:41): And then priority. So priority is anything that you determine needs orders to go out sooner. Maybe that's based on the type of customer or what the customer paid or just when the order came in or maybe what shipping method. It's a way to keep those orders in the same batch so they're picked together. (02:58): Now statuses can be set using automation rules. So you'll create your trigger for that rule and the action would be to set it to a customer status. And then pickers will only see orders in that custom status. So for example, if I have my hazardous material status, picker would have to be assigned to that status to pick those orders. And what this allows you to do is make sure that the orders that you're picking go together. So again, taking the example of the large items and the small items, it's very inefficient to have the same person picking orders that have very small items and very large items at the same time. So by separating them, we're able to make that picking more efficient. (03:37): Another thing can you use is order tags. Very similar to order statuses, so you can see the examples here are the same as we just talked about with order statuses. Similarly, they can be used using automation rules and pickers will only see the orders that the tags they're assigned to. (03:53): Now tags can be used in conjunction with order statuses. So for example, if you have a picker assigned to a status and a tag, they'll only see orders that are in that status and contain that tag. So it's a way to further refine or further segment the orders that the picker is picking. And it has the same benefit as we talked about with statuses; gives you the ability to make sure that the orders you're picking go together and are the most efficient for those orders being picked. (04:24): Now the next thing we'll talk about is a priority flag. A priority flag is set on the order and allows you to determine which orders get picked first. So if you have high priority orders, high value orders, orders that need to go out sooner, you can check off that flag on an order. It can also be set using automation rules. And this tells the system that when we're looking for orders to put into the batch, do these first. (04:51): Now let's talk about one of the settings we have to determine how your batches are optimized. So there's a setting that allows you to choose what type of optimization we use when creating those batches. There's three different settings: one of them is minimizing the walk to the same location, one is for location prefix, and one is by required ship date and priority. So minimizing walk for same location, that's going to look for items that are in the same location as you're going through. So for example, if in the batch you're going to location A1, we're going to look for other orders that are also in A1. And that's good for smaller warehouses where there's mixed bins and there's a greater chance of there being multiple products in the same bin. (05:34): So the next setting is minimizing it by location prefix. Now the prefix, when we built it, we're looking at the first three letters of the location; that's something we may expand or give you more flexibility in terms of what that prefix is. But right now it's looking at the first three letters, looking for orders that are in a location that share prefix for a location you're at anyway. So if you're in a location and a location near it that has the same prefix has orders, we'll include those in the batch because you're at that location anyway. And that's more efficient for larger warehouses that have many SKUs. So they have a big warehouse, a lot of different products, each product is in its own location. Instead of looking at just that one location as the previous setting is, we're going to try to find orders that are near the location you're already at. (06:21): Next one is required ship data and priority. But that's really not looking at the locations, but if you want to make sure that the batches are optimized or the batches are built based upon the orders that have to go out first, that's the setting you want. So there's always going to be that trade-off between, do I want to pick the orders that need to go out first or do I want to pick the orders that are most efficient to pick? You can't really do both. You have to decide which one you're starting with. Now, within the setting of required ship date and priority, we're still going to try to optimize the walk, but if we're leaning more towards what needs to go out first, obviously you're going to give something up on the walk. So that is a balance. As I said, you could change it at any time. So some people may change that in the morning to do a minimized walk, and the afternoon maybe they really need to get some orders out so they change it to required ship data and priority. (07:14): The next thing is to use bulk ship and single item batch. And the reason behind that is you want to reduce the number of single item orders is being picked in a multi-item batch. The more items we have to look at as a whole, the more efficient we can be. So if there's orders with more items, we can then try to include other orders that share those items and we can be more efficient. If we're picking a lot of single item orders, we really have to go where those items are. We can't look for other items that are shared because they're single item orders. (07:44): So bulk ship and single item batch are really going to allow you to move those items out and not pick them in the multi-item batch. So a strategy that a lot of customers use is do those first. So do the bulk ship, create those batches, do the single item batches, and then configure your multi-item batches. There is a setting to exclude orders containing one line item from multi-item batch picking, and that'll just remove all those completely. That is a little dangerous because if you don't do bulk ship and single item batch, you're not on top of it, those single item orders are not going to be picked. So if you do turn that on, just be aware that you do need to make sure you're on top of your bulk ship and single item batch so you don't leave any orders behind. (08:27): Next thing to take into consideration is location naming, what you actually name your locations. ShipHero allows to be very flexible in how you name it. There's no specific layout or a specific guide you have to use, but when you do decide on how you want to structure your location, just pay attention to a few things. (08:45): So first thing you want to do is make sure that they sort alphanumerically. What I mean is when we send the picker around the warehouse, after we figure out where to go, we want to send them in the order that locations are in. So we're going to sort those locations alphanumerically. One very important thing to pay attention to is that all your locations should have the same number of digits. So alphanumerically, A11 actually comes before A2. So if you do have two digits or three digits, just make sure that you have zeros padded. So instead of A11 and A2, do A02, and that comes before A11. And just make sure that's true throughout the entire location name. Always make sure that it's in the same number of your digits and use zeros to pad if they're not. (09:36): So the next thing you want to look at is location prefix, make sure that it's meaningful. And what I mean by that is location prefix should actually mean that two locations with the same prefix are somewhat near each other. So if you have the same location prefix, so the same first three digits of your location could be shared across the warehouse, that's not going to be very helpful. So right now with the way we set it up, we're looking at the first three letters. Just make sure that the first three letters, if they're the same, means they're somewhere near each other. Maybe that's the same aisle, maybe they don't have to be right next to each other, but at least they're somewhat close so if you're grouping by that prefix, it's giving you a more efficient batch. (10:16): Next thing you do is zigzag for narrow aisles. What we mean by that is if you do have aisles that are narrow, and your definition of narrow may vary, but thinking about it, if a picker can easily go from one side to the other side without taking too many steps, you want to make sure they're picking from both sides. So don't make one side of the aisle Aisle A, and the other side Aisle B, if they can easily pick from both sides. If you have very wide aisles, you want them to pick them separately; you don't want them going back and forth and zigzagging if going across takes a lot of steps. One of the ways we see is more like a street address where one side is odd, one side is even, but they're all the same name. And this way we're able to send the picker from one side to the other and it doesn't take them too many steps. (11:03): Now if you do have very long aisles, a good strategy might be to use the snake pattern. What that is when you get to the end of one aisle, you start the next aisle at the end. So in other words, you get to the end, let's say it's position 200, immediately to the left is location one of the next aisle. Now the one downside to that is it's a little harder for people to know where things are. They have to know what the aisle is, and if the aisle is starting from one side or the other. You can get around that by just having signs at the end of each aisle. So you can have a sign, "A1 is over here and B200 is over here." Just make it easy for somebody to glance and know what they're looking at. (11:43): Now, some of the things that are next, things that we're working on that will further optimize batches. So one thing we're doing is more batch optimization. So we're trying to fine tune the algorithm to give you more options on prefixes and grouping and how we determine what should be picked in a batch. So we have a data team now, a data science team. They're hard at work looking at the data we have and really trying to work on how we can optimize the batches better so when we create a batch, it really is the most efficient batch possible. (12:12): So another thing we're looking at is warehouse mapping, and that's basically allowing us to know what the warehouse looks like, what dimensions are, what locations are close to one another. So for example, we talked about before with the snake pattern, a way for us to know that A200 is really very close to B1, and B200 is very far from A200. So we can do that in many different ways; there's very simple things like just spreadsheets with giving us some information about the warehouse, something really advanced like 3D mapping. We're exploring different options, trying to figure out what's going to be the most efficient and not require some investment in a warehouse 3D mapping technology. But we're looking at some options and how we can use that to further optimize the batches. (12:59): Another thing we're exploring is pre-planning batches. What that would do is allow us to create the batches before the picker goes to request it. And that'll really accomplish a couple of things. First of all, it would allow us to make that process of getting a batch much quicker. So if the batch is pre-generated and pre-planned, as soon as the picker hits the button, they'll get the batch. There's no waiting to figure it out then. And we can also spend more time in figuring out what the batch should be. So if the picker hits a button and we have to calculate it in real time, if we spent a minute on it, yeah, we may have a better batch, but the picker's waiting for a minute; we don't want to do that. (13:32): So we have to balance how much time should we spend on figuring out the most optimized batch versus how long we want the picker to wait. If we pre-plan them and pre-generate them, we could spend a minute or two figuring out the most optimized batch and that's not a problem because there's nobody waiting for it. That's something we're looking at. We're doing some tests with it and seeing where we can go with that. (13:54): Another thing is zone picking. So zone picking will allow you to separate your warehouse into zones and have each zone picked separately. So if you have, like we talked about before, maybe large items or hazardous items, you don't have to include them in the same batch, but they can be picked by one person and then that tote brought to another zone to pick the rest of the items. So that will allow us to really optimize not only what gets picked when and where, but allows you not to have to worry as much about things like statuses and separating orders and worrying about orders with mixed items. So I have hazardous and non-hazardous, now I have to pick them together in the same batch right now. Over the zone picking, you'll be able to pick them separately. So one person picks the hazardous or picks the high value, and then that tote goes over to the other zone to pick the rest of the items. And that will allow you to generate more efficient batches and be more efficient with your pickers. (14:48): So hopefully that gave you some ideas on the things you could do in ShipHero to have more optimized multi-item batches and some of the ways in which ShipHero uses that to create more optimized batches. And of course, some of the things we're working on down the line in the next few months to give you even more efficient batches. Danno Starc (15:07): Awesome, Yosef. That was super interesting and really insightful. And if you'd like to check out other feature walkthroughs, click on the top right corner right now. And if you're ready to unlock your e-commerce fulfillment superpowers, visit ShipHero.com to schedule a call with us. Thank you for watching and have a great day.
‍
Black Wolf Nation began its men’s skincare line in 2018, going from zero orders to 800 orders per day in just under three years! Once Black Wolf’s volume increased, their current solution, ShipStation, just couldn’t keep up. Their inventory counts were always off, and as their daily order count kept rising, they needed a better warehouse management software solution.
Enter ShipHero. With our powerful warehouse management software, ShipHero was able to provide Black Wolf Nation with the tools it needed to scale up quickly, efficiently manage its shipping operations and grow from not just one business, but two.
‍
In this video, our VP of Product, Yosef walks through ShipHero’s Kits/Bundles Functionality. Discover how to work smarter, not harder with ShipHero.
0:06 Speaker: Hello everyone and welcome to another episode of ShipHero Feature Walkthroughs. I'm joined today, as usual, by Yosef, our ShipHero VP of Product. How are you today, Yosef? Yosef: Yeah, doing good. How are you doing? Speaker: Pretty good. So today, Yosef will walk us through an amazing ShipHero feature called kits. [Music] 0:37 Yosef: Sure. So kits, sometimes referred to as bundles or sets, are basically a way to group products together so that it may be ordered as one product, but when it goes to ship, there might be multiple products that are shipped. A common example would be like a two-pack of a product. So maybe you're selling a product that comes with a two-pack, maybe like a variety pack. ShipHero makes it really easy to create and manage that. In ShipHero, you can create a product and then define what the components of that product are. And as you'll see, the components could be multiple quantities of one product, several different products, or a combination of the two. I have some examples; we could pull up my screen and show you what that looks like. 1:52 Yosef: As you can see here, we have a product, it's a 10-pack of Oreo cookies. Now, I wanted to show this product to point out that one thing, and that is, in this case, as you can see, this is a 10-pack of the Stay Fresh packs of Oreos. This would not be a kit. So, the reason it's not a kit is because it's one unit. So, you go to the store or you go to ship it, you're just picking up that box. You may have 10 individual units in there, but those individual units are never sold separately. So, this, while it may sound like a kit, at the 10-pack, we would not define that as a kit; it's just a regular product that gets shipped. Another one might be a situation where I have three different components in the kit. So here, I have a chip sampler. So if you see, I have one Fritos, a Doritos, and a Lays. If I go down to my components, you'll see I have each one of those defined as a component of the kit. In this case, the quantity is one, it could be different, it doesn't have to be one. Again, it can be a combination of different quantities and different products. And you'll see we also keep track of how many are available of this kit. As I mentioned before, in this case, there's one. And if you look at why, I have seven on hand of this, six on hand of this, and two on hand of that. But there's some allocated as well. So in this case, this bottom product, the Lays, I have two on hand, but one's allocated to an existing order. That means they only have one Lays available to ship. So the availability of the kit is just one. So again, that's tracked automatically, calculated automatically by ShipHero. Another thing to know about kits is the type of kit it is. So in ShipHero, there are two different types of kits that we have. There's the standard kit, which I've been showing you, and what we call a build kit. And a build kit, you can see here I have my chocolate sampler. It looks very similar to any other kit, but you'll see this is defined as a build kit. And then I can easily change just by going to the product details and checking or unchecking this box. And the difference for that is at what point do we split up the kit when the order comes in? So for a standard kit, when an order comes in, the components are not changed, or the order line items are not changed until the order is actually being picked. So if you go into the order, and you can see I have an example order here, this is my chip sampler. So you can see what the components are. Each one of these products is a component, as we saw before, and this is how the product, the order looks throughout the entire order lifecycle. When the picker goes to pick the order, they'll see the individual components. For a build kit, my chocolate sampler build kit, you can see that the actual components are split up and added as separate line items on the order. So you can see the actual chocolate sampler product has the status of "broken sets", and the individual products were added to the order. Now, the functional difference is twofold. First of all, if I change a kit component, if it's a build kit, any existing orders will not be affected. So if I go into my chocolate sampler and change this Hershey's milk chocolate bar to some other chocolate bar, this order will not be affected because the order has already been split up and the items have already been added to the order. In this case, if I go to my chip sampler and change out one of those components, this order would be changed, and that's because it has not been split yet. So as long as I haven't started picking this order, I haven't shipped it, obviously, what the picker is going to see will be changed by the change to the component. Again, as long as it's not a build kit. Another use case would be if I need to split the order. So if I want to partially ship an order or if I'm shipping with different warehouses, it needs to be a build kit. Because these are split up and they're separate products on the order, I can now do that. If I was again shipping with different warehouses or partially shipping an order, I can now do that because these are separate products on the order. For a standard kit, I can't do that. So if one of these items is not available, I can't ship the order, I cannot partially ship a kit. Because it's still kind of as one product, I want to split warehouses, again, I can't do that for a regular kit. So it needs to be a build kit. Most use cases we see, the regular standard kit is fine, but keep that in mind for those use cases that are mentioned where build kit may make more sense. Now, changing a kit between a build kit and a standard kit, that's really should not be done unless there's no order that needs to ship. Because the difference in when the product gets split up, you know, when those items get added to the order, we don't recommend making those any changes while there's existing orders for that product. So if we do need to change it, just make sure any existing orders are shipped, then you can change it, and then any future order will use the new type. And keep in mind that any changes to inventory on any component will affect any kit. And of course, you can have one product, one component in multiple kits, and if I sell one kit, that'll affect the inventory of all the kits. Another thing to keep in mind is that kits are not warehouse-specific. So if I define a kit, that's going to be the same definition for all warehouses. So if you have products in multiple warehouses, those kits are going to be the same in all warehouses. 10:00 [Music] 10:46 Speaker: Awesome. Yeah, it's a really simple but yet useful and flexible feature, right? Yosef: Absolutely. And we have some customers that use it in hundreds or even thousands of products. They're selling different bundles, different packs. And so it does become very useful. Speaker: Great. Thank you very much, Yosef, for that explanation. Yosef: A pleasure. And if you'd like to check out other feature walkthroughs, click on the top right corner. And if you're ready to unlock your eCommerce fulfillment superpowers, visit ShipHero.com to schedule a call with us. Thank you for watching. Have a great day. [Music]
‍
In this video, Yosef and John introduce ShipHero’s Multi-Warehouse Allocation feature.
John: Yosef, happy Thursday. Thank you. Yosef: You too. John: Um, how are you doing? Yosef: I'm good. John: Well, that's good because I have some mail. A question in from our listeners and our watchers here on our YouTube channel. They want to know... (shows a piece of mail) Is it right here? They want to know what multi-warehouse allocation is. What is that? Why do you use it? And I want to see what it looks like. Do you think we can do that today? Yosef: I think we can, yes. John: All right. So, multi-warehouse allocation is used to set up advanced rules to decide where orders will be allocated. It's only relevant if you have multiple warehouses. Another use case would be if you are a client of a 3PL that has multiple warehouses or if you're a client of multiple 3PLs. We have some clients that work with multiple shipper 3PLs. Multi-warehouse allocation is used to determine which 3PL will ship the given order. Yosef: Cool. Um, so we do have if you have multiple warehouses and don't need any fancy rules, we do have like the standard allocation which will look at things like, you know, where the inventory is and allocate based on that. But when you want anything more advanced, like distance-based routing, the ability to prioritize warehouses, or decide whether or not you want to split orders, all that can be done with multi-warehouse allocation. John: Awesome. All right, so do you want to show me? Yosef: Yeah, we can take a look at that. So, on my screen, I have the multi-warehouse allocation rules. Once it's enabled, you can get to it from the shipping screen, just go to "MW Allocation," and here's what it looks like when you first come there. There's just that default rule. That rule is enabled and it can't be turned off, but you always want to have rules outside of the default rule. Default rule will really only allocate to the primary warehouse. There's no real logic in the default rule. So, if you have it enabled, definitely do want other rules to be created. John: All right. So, to create a rule, we'll just do create new rule, and then there's two sides to the rule, there's the conditions and then the actions for the rule. Conditions are essentially looking at will this rule be run on a given order? So, an order comes in and we're processing it, we look at the allocation rules and we'll go to the first rule and evaluate the conditions to see if this rule should be evaluated on this order. So, the conditions that you can use on the rule, you can see the list here, there's shipping country, the store, which store they came from, shipping country not equals, order profile, product tag, product SKU, order shop name, order profile and list, and then order contains tags. So, basically, a way to identify do you want this rule to run on a given order? One thing to note is you do not need a condition. If you have a pretty broad rule set, you don't need to have the condition. If there's no condition, then this rule will run on every order. Another thing to note is if you do have multiple rules, once a rule runs on an order, so if I come back to this screen here, if I have multiple rules here, once the rule runs, that's it. The next rule is not going to run. So, it's different than our automation rules where multiple rules can run on an order and just goes top down. This is evaluated top down and you can move them around. Once it finds the first rule to run on an order, it's not going to run the next rule. So, going back to our rule, let's say for example we wanted to have a rule that splits orders based on the country that they're in. So, let's say I say shipping country and I'll just choose the United States. So, in our scenario, we have two warehouses, one in the United States, one in Canada, and we just want to set up a rule that says if there's a United States order, allocate it to our U.S. warehouse, and if it's a Canadian order, allocate it to the Canadian warehouse. Yosef: Awesome. Let's see it. John: All right, so I'll continue. So, in this case, we'll say if shipping country equals United States. And then for the action, we're going to allocate the entire order. And there's a few options in how you're going to allocate it, so there's allocate, backorder, and then allocate from single warehouse and backorder. Um, so if I just allocate, it really depends on what my intention is for this rule. I can allocate to a specific warehouse, and then I could have a different rule that decides, well, okay, if a warehouse doesn't have the inventory, where should it be backordered to? Which warehouse should have that backorder? Or I could say allocate it if that warehouse doesn't have enough inventory, backorder it to that warehouse. So, let's say I want to do that, allocate from single warehouse and backorder. Then I could, for example, have this rule run on only specific items on the order. So, again, this is just another way to change which items are allocated to which warehouse. In this case, I wanted to run all the items. I'm going to allocate the entire order. John: Why don't you split it? What's a good example of a reason why you would allocate some items and not others? Yosef: Yeah, let me think. Let's say I have certain items that I know, these items always ship from a different warehouse. So, I just, whatever that says, you know, these items, just allocate to the other warehouse, and then a different rule for the other items. John: Ah, I see. That makes sense. Um, so I'm going to allocate it to a specific warehouse, and then I could have a different rule that decides, well, okay, if a warehouse doesn't have the inventory, where should it be backordered to? Which warehouse should have that backorder? Or I could say allocate it if that warehouse doesn't have enough inventory, backorder it to that warehouse. So, let's say I want to do that, allocate from single warehouse and backorder. Then I could, for example, have this rule run on only specific items on the order. So, again, this is just another way to change which items are allocated to which warehouse. In this case, I wanted to run all the items. I'm going to allocate the entire order. Um, and these actions can be stacked. You can have multiple actions on a rule as well. So that would be, as I talked about before, let's say I wanted to say, okay, I'm going to allocate, I'm only going to allocate this warehouse. This action will just allocate my items. Now, I want some different logic for backordering. So, maybe you want, you know, you only want to backorder to a certain warehouse. Some people, you know, that some companies, they may want to ship from a certain warehouse, but if they have any backorders and they're restocking, maybe they only restock to one warehouse. They don't restock to every warehouse. So, you know, they may want to have different sets of rules or different actions for backorders. So, again, you know, you can choose whether you want to do the entire order, or we didn't look at this before, but we can do each SKU. Now, each SKU would be a situation where we're evaluating each SKU individually, and that's where if I want to split the order, so if I do each SKU, I can say allocate each SKU from certain warehouses based on these rules, and that's where it would actually split the order. So, um, you know, if I wanted to allocate the entire order warehouse, I would do entire order, if I wanted to split the order, potentially to multiple warehouses, you could do each SKU. Um, and these actions can be stacked. You can, you know, multiple actions. These actions do, the way they run is it evaluates that first action. Any item that was not, you know, acted upon, so either allocated or backordered, will follow through to the next one. So, these won't change allocations, but if, for example, this was just an allocate action, my backorder actually run on any item that was not allocated. If this action had, let's open this up, if this action had, let's say, only certain SKUs, so we had a customer recently that had certain SKUs where they wanted to allocate it to a specific warehouse, so that's what we would do here. So, in this case, we would look at each SKU, we would allocate it, we'll put in the SKUs here. So, if it says, you know, one, two, three, this action will just run on this SKU, and then you need more actions below that to allocate the items that are not that SKU. So, it is important that you have rules that cover all the items and all the, basically all the scenarios in your order, or else there won't be any action run on it. One, it won't backorder, won't allocate unless there's a specific rule that covers it. So, it is important to, you know, when you're making your allocation rules, make sure that you're covering all scenarios, um, you know, so that nothing doesn't just doesn't get allocated. That doesn't happen sometimes where nothing's happening, there's no allocation, there's no backorder. That's usually because the rule just doesn't cover it, you know, it's slipped through the cracks. Another thing to note is that once you create a rule, so I'll just create this rule, say, "Test," back to my rules page. So, when it is created, it is off by default, so you just want to make sure you flip that on, and then those that will be active. Let me give you a summary here so you can see what the rule is supposed to do. In this case, I have my US rule. If I talked about before, I wanted to create another rule, I would just create an additional rule and say, "You know, this rule is for orders that are shipping to Canada." Then I could do the other similar actions where I'm allocating those orders to a specific warehouse. John: That's great. So, basically, it goes down the list and if a condition is met, it'll do that one and then it stops. But if a condition isn't met, it'll just keep going down that list until it gets to something like here, your default rule, which has no condition, so obviously, the conditions will be met and the order will be allocated, correct? Yosef: You're right. Very neat. John: Yeah. Um, so I mean, occasionally, they can get very complex. I definitely did not cover everything here, but hopefully they gave a little bit of a feel for what it is. We do have some help articles as well that go into a little more detail. Yosef: Yeah, hopefully that was helpful. John: No, this was helpful and thank you, our valuable watchers of our YouTube channel, our subscribers, for sending in this amazing question. Keep them coming for next time. If you enjoyed this video and you'd like to see more like this and see me and Yosef just hanging out and talking about ShipHero, go ahead and like this video and subscribe to our channel. We really appreciate it. Thank you, Yosef, for doing this and, um, we'll see you next time.
‍
Today, our VP of Product, Yosef walks through ShipHero’s Mergeable Order Functionality. Discover how to work smarter, not harder with ShipHero.
0:01 [Music] 0:06 Hello everyone and welcome to another episode of ShipHero feature walkthroughs. I'm joined today by Yosef, our ShipHero VP of Product. 0:15 How are you yourself? 0:17 Good, I'm doing well. How are you? 0:19 I'm good. I'm glad to have you here. So today, Yosef will walk us through an interesting ShipHero feature: Mergeable Orders. Mergeable Orders 0:27 Yes, so mergeable orders essentially allows you to take multiple orders and combine them, both for picking - so they're picked all in one tote at the same time - as well as for shipping, so they'll go in the same box. That's going to save you time during the picking process and save you money on shipping. And it's something that comes really useful if you have customers that place multiple orders in a day or over a weekend. Being able to merge them all at once provides a better experience for the customer, as they're getting everything at once, and of course, it saves you some time and money. 1:10 The concept is pretty simple. We have an interface that allows you to find orders that can be merged or are mergeable, and then you just go through and merge them. When they go out to be picked, the picker just sees it as all going in the same tote and then the same box. They don't really have to know that it's separate orders; they just know they don't want to go together. How to Merge Orders 1:45 Now, a couple of things to note. Orders that allow partial are not eligible to merge, so if you are shipping orders partially, those can't be merged together. What we're seeing here is essentially a list of the groups or the orders that we've identified that can be merged. In this case, we're looking at the address, and as we'll see soon, you can edit those rules as far as what you want to match on. 2:24 You can merge more than two orders together. You might have seven or ten orders going to the same address; those will be merged. 3:05 Now, if you want to decide on what elements or what attributes you want to merge on, just go to the "Edit Merging Rules" section. As you can see here, you can choose what fields you want to make sure are the same so that they can be merged. 3:58 Once you start clicking, you can actually click on that box to select all of them, and that allows you to merge all the orders on the page. 5:55 Again, once you ship it, once you pick it, those will be shipped out together. You can then go to your merged history, so this is what has been merged. 6:13 Merging is not automatic, so it's something you do have to come here to do, but it is an easy interface. Just click them off, hit the merge button, and they'll be combined. 6:18 And that's really it, that's kind of a quick overview on mergeable orders. Again, not everybody will need this; it's not really dependent on the type of store you have. We do see it a lot with stores that do drops, where they'll drop different products on the same day. Somebody may come to the site, see a product drop, quickly check out, and then see the next one, quickly check out again. So if you do have that, mergeable orders will definitely save you time and money, not shipping in separate packages. 6:48 Yeah, yeah, absolutely. It does look like it's super simple, but at the same time, it can be super useful, right? 6:53 Yep, exactly. 6:56 Awesome. 6:57 Okay, Yosef, thank you very much for the explanation. 7:00 My pleasure. If you'd like to check out other feature walkthroughs, click on the top right corner right now. And if you're ready to unlock your e-commerce fulfillment superpowers, visit ShipHero.com to schedule a call with us. Thank you very much for watching and have a great day.
In this video, Yosef and Danno introduce ShipHero’s Bulkship feature. It’s time to bulk up with ShipHero’s Bulk Ship option. Picking and packing the exact same order multiple times can be a drag. With Bulk Ship, ShipHero’s WMS makes it easier and faster than ever.
Host (00:06): Hello everyone, and welcome to another episode of ShipHero Feature Walkthrough. Today I have the honor to be joined by Yosef, our ShipHero VP of product. How are you today, Yosef? Yosef (00:16): Hello. Good, how are you doing? Host (00:19): I'm glad. I'm glad to have you here. And today we're going to learn about Bulk Ship, right? Yosef (00:25): Yep. Host (00:26): So please enlighten us on Bulk Ship. Yosef (00:30): Bulk Ship is a great way to ship a lot of orders very quickly. The idea behind it is, if you have a lot of orders that are identical, you can essentially create a batch of those orders and basically just print out labels, and then it's easy to just pack them up and ship it out. So some people might have a drop where they release a product and they get maybe 10, 100, 1,000 orders the exact same. So instead of going through the batch picking where you're essentially picking the same thing over and over and over again, you can create this batch, you'll get a stack of labels, and then you just have an assembly line putting it in a box or envelope, slapping a label on. (01:11): Because they're identical you don't have to worry about looking at what's in the order. You just know every label that you have is for the exact same thing, and it becomes a lot quicker, a lot more efficient to pack and ship those orders. And I can walk you through that, kind of show you the way it works, and talk about some different scenarios that we see that make Bulk Ship efficient. Host (01:33): Sure. Yeah, please do. Yosef (01:35): All right, so as you can see I have the Bulk Ship page here, and the first thing you'll see is the suggested batches that we've seen in your order. So what we do is we essentially look at your orders that are ready to ship, and we see which orders or how many identical orders are there, and we sort that by the number of orders. So you can see we found 21 orders that have just one of the Hershey's Bar. And you can see this little one here that tells you how many, because you notice on the second line there's 17 orders where there's one of the French onions on ships, and one of the whole grain ships. And then you can see the rest, 16 of this, and it goes down to where there's just one. Now, obviously when there's only one or two or 10, probably not worth doing Bulk Ship. It's good to just do those orders in your regular batch picking. Bulk Ship, you really want to knock off the orders that have a lot. (02:27): Now, what a lot means can vary depending on the situation, depending on the types of product it is. But we usually see bulk work well for more than like 30, 40 orders that are the same, and it can go up to thousands. So we do limit it to 500 per batch, and that's just for processing. It does take time, obviously, to generate each one of those labels. So you can get a stack of labels, 500 labels, and then just do the next 500 to give to someone else. So this way you get it faster. If we were doing 1000 or 2000 orders at once, it would just take longer to complete that whole batch. So in this case it just has some test orders, but you can see a couple different quantity of orders. (03:10): A few other things about this page, you can search for an item. So if you know that there's a specific item that you want to Bulk Ship, you can search for it, just go here and find the item you want. It'll say I think, "Oh, well, maybe I have some corn chip orders." You can search for that. I don't have any so I'm not going to find any results, but there is the option to look for specific products that you may want to Bulk Ship. (03:32): Those will save suggestions. This is a way to have a quick place to see if any of these common products have orders to Bulk Ship. So you can see I have two examples here. The Lay's potato chips, we have one order, and the nacho cheese tortilla chips, we have zero orders. So this might be, if you know that you typically get these certain products that are good for Bulk Ship, you can save them. And the way to save them is just on the right side here. As I suggested, just click on this little flag here and then it'll save it here. So you can come here, get a quick look, say, "Okay, these are my products that I normally Bulk Ship. Are there enough orders, or are there orders to Bulk Ship?" And you can create the batch from there. (04:14): This last tab for batches, we'll get back to this, we'll show you completed batches that you've done. And I have some examples here to look at. So once you do want a Bulk Ship, you just click into the batch. And a lot of information on this page, so we'll go from the top and talk about what every section means. The top section is just an overview. So we have our 21 orders, there's one item per order, which means there's 21 items to pick. So it's going to give you a summary of how many items, how many orders you're going to pick. (04:42): And then we estimate the order weight. And this is based on the product. So this product we have in as 0.1 pounds, so the weight of the order would be 0.1 pounds. (04:53): Next it tells you, okay, where are we picking the items from? Now, if there were multiple items on the order, and let me pull one up just to show you, it'll show both those items there. So go to this other batch, you can see you have both items. If there were lots on these products, lots of expiration, we show that here. And it gives you a summary of where to get the product from and what you have in that location. You can change that, so if I say, okay, well, it's telling me to pick this product from A20101, but I know I want to pick it from somewhere else, you can just click on there and click on a different location, choose that location to pick from. (05:31): We will also show you which locations you have that product, but maybe you don't have enough in that location. So we do highly recommend that when you create a batch, there's enough inventory in the location to fill the entire batch. And if that means transferring, you can do that. But what you don't want is if I have 30 units to ship and I have one location with 15 and one location with five and one with two and maybe a few others, there's no good way to say, "Well, first pick 15 from here, and then pick next five from there, and then the next two from there." There's no way to say that, so best idea is just transfer enough inventory into one location and then choose that location to pick truck. (06:15): You can choose a non-pickable location. So especially when you get to the batch of the 300, 400, 500 products, if you want to pick from your overstock location, maybe you have a palette you're going to bring down just for this purpose, that will show up here. We just show you whether it's pickable or not. You could choose a non-pickable location if you want to go from there. (06:36): So once I see where I'm picking from, I have two things I can do. One thing you can do is print a picking list. And this is something you can print out, give to somebody in the warehouse, and basically just say, "Go pick this, bring this to the prep area." And again, this is just a pick list. It's not in the mobile app, so the picking in Bulk Ship is not in the mobile app, but basically you can give that to somebody to go pick. (07:00): Next you're going to basically create one sample order. And this is a way just to confirm, make sure you have everything correct. You can scan here. If you have a barcode scanner you can just scan the barcode, it'll confirm that. Otherwise, you can just type in, make sure that you're doing the correct quantity. And this is just a way to check yourself, make sure you're doing that. So here you can see I needed two of this product and I only put in one. So it gives me this little arrow, say, "You're short one." Okay, I have two, and I should be good. (07:28): Then I would choose the box that I'm putting it in. In this case I'll just use my stack box, put some dimensions, add the weight. This is your one sample order just to make sure you have everything correct. And remember, since they're identical, every box should have the identical weight, identical dimensions inside there. (07:48): Now, the bottom here, this will show me the orders that I'm going to be picking. So you can see all the orders here. You can remove orders if you want, so I can say, "Well, only show me the orders in a certain status," and maybe I only want to ship a certain carrier so maybe I just want to do my cheapest options now. So that's going to filter out any FedEx or any other ones that I have. Then I can create a batch with just those orders. If I hadn't done that, you can see in the bottom I have some FedEx ones, and I can click on these and remove them manually as well. So I can say, "Well, I'm going to remove those from this batch." So there's a few ways to edit or change the batch that we suggested. You can also click on a few and say, "Well, I just want to do these three." So again, if you don't check anything, it'll include all the orders. Otherwise, you can choose specific orders to generate. (08:38): Now, if I had, I'm just going to check all of those and I'll say, "Generate labels for 15 orders." And when I do that, it's going to give me three options. Generate labels, labels and invoices, or labels and invoices separately. If I do labels, I'm going to get a PDF of just shipping labels. If I do labels and invoices, it can give me a PDF with a label and then an invoice, and then the next label with the next corresponding invoice. And that'll all be on the same four by six label. If I do separately, I'll get two papers or two PDFs, one with the labels and one separately with the invoices. So that's something where you have to match them up, but if you do have different paper, different type of print, you may want to create them separate. (09:22): I will say that most people either do labels and invoices in the same or just do labels. I just don't do a packing slip or invoice with Bulk Ship. Once I'm ready, I'll just do generate labels. So it's going to go through each order and generate the labels. (09:39): Now, you'll see on some of these I got an error, and some of these I got a tracking number. So if I got a tracking number, that's good to go. The error ones, you can actually just hover over it, click on it, and it gives me the error. So in this case, my FedEx scan wasn't correct, your meter number is wrong. So I have a few different options before I can print the batch. I can select these and just say, "Remove from batch," or I can edit the shipping method. So if I edit the shipping method, let's say I want to change that to my UPS, but UPS Ground. And then what I can do is reprocess. (10:12): And once I reprocess, that'll retry the labels that failed and see if we can get it out. So we'll give that a minute to process. There we go. And as you can see, it's reprocessed and all those orders have updated, and I have tracking notes. So once that batch is complete, this button changes to print labels. And when I click on that, you'll see I'll get a PDF with all my labels. So here's my UPS labels. (10:43): And you notice the first label I have here is kind of a batch summary. So this is again something you can give to your picker. If you didn't use the pick list that we didn't show before, you can use this as well. And this shows location, shows the product, how many they need. You could put in who is the picker, who is the packer. And some companies will save this, file it somewhere just to have a record of who picked this batch, who packed it, maybe sign off on it. Then you do have a similar label at the end here, just a footer sheet to again summarize what's on the batch. (11:19): Now, once this is done, I would just send this to the printer, just a print, send this to my label printer. And this is one file, so there might be 500 labels on here. It'll come out fast because it is one file. We're not sending each label separately to the printer. It's one file and it should print pretty fast. (11:35): Any questions so far, Danno? Host (11:37): No, no. It's super intuitive. Yosef (11:40): All right, great. So a couple of things just to show you. Let me refresh that. Back on this batches page you'll see a list of the batches I've generated before. So you'll see the one that I just did, that one's been shipped, labels have been printed. I have two other batches here. This one's ready to print, which means it's been fully generated but I haven't hit print labels. So you might want to come in the morning, create your batches, but then leave it for someone in the warehouse to actually print them. That is an option. They can always come to that page and see what has not been printed. And you can filter by that, so say, "Okay, what's ready to print?" And this way they know these are the ones they need to print and pack. (12:23): And then we have that error one, or an error one that I generated before. Again, just some examples. You can always come here and say, "Remove from batch." (12:31): We also have the option to put the order on hold. So if there's an issue and you want to put the order on hold, you can remove it and put the order on hold. And then of course there is that other label that I had that will generate, but if there is an error, in this case there is an issue with the address. So again, a couple of things I can do. I can click on this order number and edit the address right here. So you can see in this case the state got left out and the country got left out. Host (13:00): Right. Yosef (13:00): I can update it right here on the Bulk Ship page. I don't need to go to the dashboard. You can update it, reprocess, and try that again. (13:08): Another option I have is, let's say I've generated a batch and I realize I don't want to ship this. So I can void the label right here, and then I do have the option to reship the order, which will reset the order. And I can also remove the order from the batch. So if an order got in that shouldn't have, I can void it, remove it from the batch. (13:27): You also have the option of canceling the entire batch. And by doing that it will void the labels from the batch, remove them, remove those orders from the batch, and then they can be shipped another way. So even though you've created those labels, you do have the option still of voiding and removing those orders from the batch. (13:44): And that's about it. Bulk Ship can be very, very useful, so if you're not using Bulk Ship, definitely think about what orders could fit. So again, what products do you get orders where there are a lot of identical orders? (14:00): I do recommend usually doing Bulk Ship first, so come in the morning and do Bulk Ship, because that'll just remove those orders from the batch picking that you might do. So it's a good idea to get those out of the way first so you're not picking these single item orders or identical orders with your batches. Host (14:17): Sounds great. Yeah, that's actually super useful. Yosef (14:23): It is. A lot of customers use Bulk Ship pretty extensively. There are definitely Bulk Ships of hundreds of orders at a time. So if you're not using it already, definitely recommend checking it out. Host (14:35): So thank you very much, Yosef. And if you're ready to unlock your ecommerce fulfillment superpowers, visit shiphero.com to schedule a call with us. And obviously be sure to share, like, and subscribe for more content. And thank you, and have a great day. Yosef (14:50): Thank you.
‍
In this video, Yosef and John introduce ShipHero’s new Shipping Container feature. In the demonstration, Yosef shows how to create a shipping container by carrier/method and how to sort your completed shipments so they are ready and organized for pickup.
Yosef: Hi, Yosef. John: Hello, John. Um... Yosef: In this week's episode of ShipHeroes features and walkthroughs, which we need a better name for, we do. Um, so... John: This is an awkward introduction, I guess. Yosef: They're all awkward. Just different. I mean, I think that's on brand for us, or at least for me. Um, tell me two truths and a lie. I want to see if... John: I don't know. See how well I know you? No, no, no. I'm not doing this on recording. You kidding? I told you the truths are not for widespread for the millions of people watching on YouTube. I can't have that going around. Yosef: All right. So, if you want to know what his two truths and the lie are, I can't even say it. Put it in the comments below, and we'll get into the next episode. What are we gonna work on? John: Um, we're gonna show people how to build container homes or something today, right? Yosef: Close, close. Yeah, it's our shipping container feature. John: Ah, that's also another name we have to work on. Yosef: Um, but basically, yeah, it's kind of what it says and allows you to separate your packages into containers before they get shipped out. So, there's really kind of two use cases for this that we see. One would be to just have a record of the package was shipped, where you printed a label, and now you know that it went into a container and went on to the truck. So, it's a way to kind of have a secondary scan to know that not only did a label go generated, but someone actually put that in a container and that container went on a truck. Um, the other part of it is when this feature is on, we don't update the store. So, we don't say Shopify until the container is completed. And the reason you would want to do that is, let's say, for example, you're shipping a bulk shipment or something like that, and you're packing it all weekend, but it's not actually going to go out to the carrier until after the weekend. So, you know as soon as you generate the label, when we update Shopify, customer gets that notification. They get it late Friday night, they're expecting it to be there, you know, knock on the door five minutes later, and it doesn't actually get on a shipping truck until, you know, maybe Sunday, probably Monday. Um, and that kind of gives false expectations to the customer. So, the shipping containers, we're not going to send that notification to Shopify or whatever the platform is until you've scanned it and completed that container, basically saying that this is now shipping. Now you can inform the customer. John: Oh, that's nice. So, I'll admit it here for the internet, I am the king of checking the tracking numbers as soon as I know that a label is created. So, this will be good for stores that I shop with. Um, and I could definitely see it helping customers not get so confused. So, basically, it's a process where you sort the packages, right? Yosef: Yeah, it's a sorting in the system. You slap a label on them, and then someone's gotta, you know, sort them together so when the UPS man or woman shows up, um, those packages are together so they can grab them and go, or, you know, FedEx, right? UPS. And it's also within a carrier. You can separate the method so if you want to make sure that your next air package is not, by mistake, getting into your ground container, that'll verify that you're putting the right one in the right place. John: People that use this will make their shipping carriers very happy because it's going to make things very smooth when they come and do the pickups, right? Yosef: Yeah, and it's definitely not for everybody. I think it's probably something that people doing more volume might be more concerned about, especially when it comes to mixing packages up. So, definitely not going to be for everybody. And yeah, it does have that lead notification, so the downside of that is if you don't scan a package by mistake, it slips through the cracks, that's not going to get sent to the store. So, it does have that, just as a warning. Let's do it though. John: All right, let's go. Let's build a container home. I mean, uh, container manifest. All right. So, let's share my screen. And I'm now in the shipping containers. This is in the packing app and that goes under shipping. Should be containers. And I haven't yet created any, so it gives me the option to create a shipping container. And when I click on that, it's going to ask me what is the carrier I'm creating this container for. So, let's say I'm creating this for UPS. And then, as I mentioned, you can do for all UPS methods or I can say I'm just going to do UPS ground in this container. And then, maybe I want a separate container for my USPS ones, all my USPS packages. So, I'll click "create and print label" and that's going to create these two containers and it actually generates these two labels for me so I can print these out, put them on the container so I have something to scan. John: Oh, nice. So, you put them right on the outside? Yosef: Put them on the container. So, to start the sorting, I'll click on start outbound sorting, and it's going to ask me to scan a shipping label, so I'll just scan my shipping label. It says it's been scanned, and now it tells me to scan the USPS priority container and I'll scan the one I have. And it's been successfully scanned. Okay, so now I'll scan my UPS package, and then my UPS container. John: And then my UPS container. Yosef: And then my UPS container. And then just continue scanning. So, you just scan, scan, scan. When you're done, you just select the ones that you've completed, you mark it shipped, you can add a note if you want. So, that might be what time it shipped or maybe who picked it up, if it's, uh, you know, which driver or some other information about about the container, then you mark it shipped. And that will basically trigger that. So, you see this is now marked shipped, this is still updating, but basically that will then trigger the update to stores that it's shipped, so if you're using a carrier that supports manifest, Yosef does. Does this part generate manifest? John: Yeah. So, the manifests are also based on the containers, so when manifests are generated, it will look at the container it went in and then create a manifest for that container. Yosef: Awesome. So, Yosef, um, if I am shipping all my orders on Friday using this and getting them ready for their pickup on Monday, so I did a big bulk ship, and there's an issue, I have to find an order for some reason, maybe a customer changed their mind on something, whatever it may be, how do I find where that box is? John: You can find it in the container itself and go in there and search by order number, by tracking number. Um, on this page, you can sort by tracking number so if you have the box and maybe it fell out, you don't know which container it's in, you could just add that tracking number and it'll point to that container. Yosef: Awesome. Well, Yosef, thanks so much for taking me through this feature. Although we didn't build a container home, we did build a shipping container so that maybe next time. John: Oh, maybe, maybe next time. Um, thank you, everyone, for watching. If you like this video, you should check out our others. You should like and subscribe to our videos. Yosef is so thrilled to be a YouTube star. Yosef: Thank you, Yosef, for your time tonight. My pleasure. Have a good night.
‍
.svg)
.svg){kind=logo}
