3. Process
Now that the batch has been setup, you are ready to move to the Process tab. This tab is used to process the batch shipments in the system.
First, let's look at the Process Batch section.
To select a batch you've created, click the drop-down menu on the Import Key field and select it.
Hint: If you don't see your batch in this list, click the refresh button to the right of the drop-down and then try again.
The Run # field is for batches that you have already run before. Select the same batch here as you did for Import Key if you've already run the batch before. If you have never ran this batch before, leave the Run # field blank.
The Template field allows you to select a template for this batch. Templates are configured on the Administration screen. Templates are sets of field defaults for a batch.
You can also set your own field defaults for this batch by adding them in the Defaults section to the right of the Process Batch section. These defaults will set a value of your choosing to the field specified, if it is empty, when the batch loads into the Ship screen to be processed. An common example for the use of field defaults in batches would be setting package weights.
If you would like to print all labels for this batch to a PDF, you can check the "Print to PDF" box in the Process Batch section.
When you have completed all settings and entered defaults, click the Process button to start processing the batch. The system will process all the orders in the batch in the background, then will pop up a window when the batch is complete letting you know if there were any errors.
At any time during/after the batch has been processed, you can check the status of the individual orders within the batch via the Status window.