OK to Ship Workflow

Overview

Depending on your preferences and the structure of your operations, you can implement an additional verification step into your workflow for processing orders. For example, if you prefer to have a manager verify orders before allowing them to reach your Shippers, they can mark orders in Sellercloud as Ok or Not Ok to Ship. Alternatively, you can automate this process, so that orders are marked based on certain rules and criteria.

Mark Orders OK to Ship

You can change your orders’ OK to Ship status manually or automatically. To do that:

Manually

1. Navigate to Orders > Manage Orders.
2. Select your desired orders from the grid.
3. Go to Actions > select Update Order Status.
4. Choose the status from the Dropdown as shown in the screenshot below. This works for both single and multiple orders.

Automatically

When you enable the client setting Enable OKtoShip Workflow, all your orders will automatically be set to Not OK to Ship. In this case, you will need a User, an Order Rule, or a Plugin to mark them as OK to Ship.

Alternatively, you can implement a reverse function of the above workflow with the Enable OKtoShip to default to Ok status client setting. This will set all of your orders as OK to Ship by default. This can be especially helpful for cases where there is an additional step required before shipping. For example, customer-related checks, channel requirements, etc.

When Added to Picklists

Marking orders as OK to Ship when added to Picklists is an important step to ensure that the orders are picked and packed in a timely and efficient manner and that the correct items are shipped out to customers. To enable this:

1. Navigate to Settings > General Client Settings.
2. Enable Mark Order as OK to Ship when added to PickList.
3. Click Save.

This setting works best when Enable OKtoShip to default to OK status is disabled. Any order part of a picklist will automatically be set as OK to Ship.

Order Rule Engine

You can set up a Rule in the Order Rule Engine that will update the Ok to Ship status based on certain criteria. To do that:

1. Navigate to Settings > Orders > Rule Engine > Manage Rules.
2. Click on the Plus icon to create a new Rule.
3. Set your desired criteria in the Conditions tab of the Wizard.
4. In the Actions tab, click on the Plus icon to create a new action.
5. Add Action Name > Action Type: Change Order Status > Order Statuses: Ok To Ship Status.
6. Select the option you want the Status to be changed To. (i.e Not OK To Ship, Waiting To Ship, etc.)
7. Click Save.

Related Client Settings