Create a Batch

Batches allow you to group and organize your orders in ways that best accommodate your specific workflow. The first step in batch shipping is to create a batch. Once created, you can add orders to the batch, assign the batch, and process the batch as needed. To learn more about batches and common uses for batches, review our Introduction to Batch Shipping.

There are two primary ways to create a batch in ShipStation:

  1. Use the + Create a New Batch option in the Orders tab sidebar (bottom left).

    V3 Order tab left-hand sidebar, red box highlights the Create a New Batch
  2. Click Batch in the Orders tab Shipping Sidebar and choose Create New Batch.

    V3 Orders tab, red arrow points to Batch option above Shipping Sidebar

After Creating the Batch folder, give it a Name and then add shipments to it.

Ad Hoc Batches

In addition to the method of creating batches described in this article, you can also create an ad hoc batch. This type of batch occurs when you select multiple orders and click the Create Label button without first adding the orders to a batch you created.

In this scenario, ShipStation creates a batch in the background to process the labels together, which you can then print in a single action. You cannot work in ad hoc batches like you can with normal batches, since they do not exist in the open state.

Go to Shipments > Batches, should you need to review the batch, reprint the labels, rename, or archive the batch.

Naming the Batch

For any creation scenario, ShipStation names the Batch folder using a series of numbers. However, you can rename the batch with a unique name if you choose.

To change the name of the batch, click in the name field again to edit.

Add Shipments to a Batch

You can add orders to a batch from the Orders tab or from the Order Details window.

Add From Orders Tab

Alternative method: Select the orders and click Batch in the Orders grid Shipping sidebar just above the Configure Shipment Widget.

V3 Orders tab, red arrow points to Batch option above Shipping Sidebar

Then select which batch to add the order to from the Add To Batch pop-up.

Add to Batch popup. Lists Batch number or name, creation date, and count of orders in that batch. Create New Batch button @ bottom.

If you attempt to add an order to a batch and that order is already in a batch, ShipStation will display an alert to let you know and ask if you want to move the orders to the selected batch, or exclude them from the batch.

Add From Order Details

In the case of orders with multiple shipments, all shipments will be added to the batch. If the order is already in a batch, ShipStation will display an alert to let you know and prompt you to either move the order or exclude it.

The number of orders in any given batch will appear next to the batch name in the Shipment Batch list. Click the batch name to view the orders and begin working in your batch

You can also view which orders are in which batch by adding the Batch column to your grid.

V3_ORD_Grid_BatchColumn_MRK.png

Create Labels With Batches Legacy Layout

In ShipStation Legacy, batches are user specific and each user in your account can have up to five open batches at a time.

Unlimited Batches

ShipStation's new layout allows unlimited batches. Switch to ShipStation's new layout to give it a try!

Batches appear on the bottom left of your ShipStation Orders screen, and the open batch number will also display in the Open Batch column of your Orders grid. Once a batch has been processed, you can then view specific batch information in Shipments > Batches.

There are two ways to create a batch:

  1. Click +Create a New Batch in the left-hand sidebar. 

    Orders left-hand sidebar. Red arrow points to Create a New Batch button at screen bottom.
  2. Select orders in the Order grid and select Add to Batch from the shipping sidebar. In the drop-down menu select Create New Batch

    Arrow points to Add-to-Batch dropdown

Add Orders to a Batch

There are two ways to add an order to a batch: 

  1. Drag and drop the orders from the Orders grid to the batch area in the bottom-left corner of the screen.

    Red arrow points from Orders grid (with 2 orders selected) to Batches area at bottom-left of Orders sidebar.
  2. Select the desired orders, choose Add to Batch from the Shipping Sidebar, then select the batch number where you want to add those orders.

    Arrow points to Add-to-Batch dropdown

Orders Can Be in Only One Batch

ShipStation will save you from any duplicate shipments by only allowing an order to be in one batch at a time. If you attempt to add an order to a batch but the order is already in another batch (including another user's batch), ShipStation will prompt you to move the order. 

Process a Batch

Processing a batch simply means to create the labels for all of the orders contained in the batch.

Process Batch Best Practice

The best practice when using batches is to use the Process Batch button. If you instead select the orders within a batch and click Create Labels, this will cause ShipStation to auto-create a new batch with these orders and then process within this new batch.

When this occurs, you may see the orders remain in your previously created batch, even though their status has changed to Shipped. If this happens, simply cancel the open batch, and select the new batch from your Label Queue or Shipments > Batches window to print the labels.

Archive Batches

Archiving a batch will hide the batch from the batch page. Use this option to close batches that have finished printing and do not need further attention.

You can always find these batches again later by using the search bar or by selecting Archived under the Batches option in the left-hand sidebar.