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Wholesale Courier Flow – Feature Walkthrough | ShipHero WMS Guides

It’s here – ShipHero’s WMS now offers an end-to-end wholesale solution that makes it easy to pick and pack wholesale orders, and print freight and courier labels. This is the solution you’ve been looking for especially if your wholesale orders consist of a smaller number of SKUs and high volumes. We’ve also enabled QR code picking for Wholesale similar to our Bulk Ship feature. You can allocate your wholesale inventory and once the shipping labels are printed, it will be deducted from your system so there’s no chance of overselling.

Take a look at this video with our Product Manager Val as she walks you through our new wholesale courier flow. 

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Video Transcript
- All right, hello everyone, this is Val here at ShipHero and I'm excited to show you. You normally do the introductions, dude. You gonna show the feature, right? - Yeah, exactly. It's the other way around. I'm gonna show the feature. Hello everyone and welcome to another episode of ShipHero Feature Walkthroughs. I'm joined today by Valerie Cancian, our Associate Product Manager. So how are you today, Val? - I'm very good, Danno. How are you today? - I'm good, I'm great. - Are you excited to see this feature? - I am excited, exactly. Yeah, that was exactly what I was going to say. - I read your mind. - What feature will be explored today, Val? Tell us about it. - We are gonna take a look at our Wholesale feature, specifically focus on our Courier flow. So the wholesale orders, our larger orders, going generally business to business, for example, to a big box store like Walmart, Target, Nordstrom, those kind of places. Doesn't have to be, you can use this flow for any larger order, but that's just an example, this is for B2B. This flow will take you through picking a wholesale order, packing, and then generating courier labels to ship out those boxes. Wholesale also has a Freight flow, but we're gonna focus on that for a different video, so stay tuned for that flow. But for today, we're gonna look specifically at our Courier flow. So we're gonna take you through creating a wholesale order, tagging orders as wholesale, and everything from there. So are you excited? - Awesome. Yeah, absolutely. - Awesome. All right, so let's take a look at setting up your wholesale orders. So step one, you need to mark your order as a wholesale order. So how would you do that? First, you need to make sure you toggle that order as Wholesale. So we have a new toggle where you can find when you go into an order, just in your Manage Order page and you open up your order, you'll see under Order Details, there is a Wholesale Order section, and you want to enable that little checkbox that will tell ShipHero, hey, I want this order to go through our Wholesale flow, which I'm going to show you. Now of course, you can go into every order and check this box and enable Wholesale Order each time, but who has time for that? We'd much rather automate this process. So what we suggest is creating an automation rule that as the orders are, they're created, so they're manually created in ShipHero or imported in from a store, that they will be set automatically as a wholesale order. So let's take a quick refresher on automation rules. You go to Order, Automation Rules, and I have an example set here. The key thing for this is you want your action to be Toggle Wholesale, automation rules run as the order imports. So anything that has one of these triggers will toggle the setting. Your trigger could be whatever works for you, it could be anything from a specific store, it could be, as in this example, an order of a certain quantity. So a larger order, you wanna send it through the Wholesale flow, that's fine, the trigger is up to you. The key point here is at the action is Toggle Wholesale. So this is on, your order comes in, it is flagged, and now you can send it through to the Wholesale flow. Another cool thing to note though before we kick off that flow is wholesale orders generally have unique requirements. Sometimes they may have special labels or additional documents. These may be sent in from your customer, or if this is a freight order, you might get that from the freight company. In order to attach those documents to this order so that you have it all organized, we added a section for Order Attachments, where you can upload these forms, these labels, have them here, and then when you open this order in the Wholesale page, you will have those attachments there so you can just print them out and include them with your order, nice and easy. So that's what this Attachment section is for, it was built in for this Wholesale flow. So we got our order in, we have our toggle on, we have any attachments we would like uploaded, and we are going to now take a look at the Wholesale flow. So you're gonna wanna go into shipping.shiphero over here, and then on your navigation bar under Shipping, you'll see a new section for Wholesale Orders. So when you click here, you'll see any and all orders that are currently toggled on for wholesale. So we're gonna take a look, we're gonna click into the one we wanna work on, and we'll see what we have here. So any attachments would have been on the right-hand side. You could attach additional files if you forget and need to attach some more. Up here, you'll see your picking plan, so these are all of the items that we need to pick for this order, as well as the quantity, and then we'll have a packing configuration and everything is logged here on your timeline. So any quantities have been changed, any flags that you set, you'll know who did it, when they did it, that is all tracked here in ShipHero. There are two options. So I mentioned for this video today, we're gonna take a look at Courier. We will have a video for Freight flow for those that are interested, but for today, this is specific to Courier. A thing to note, you want to make sure you set this before you start packing. There are certain differences between freight and courier, specifically the use of pallets. Freight will have pallets, courier is just boxes. So if you start packing in freight with the pallets and try to switch to courier, you will have to redo your packing layout. So we wanted to make sure we set this up front so that you don't have to redo anything later on. So we're gonna set this in as Courier. We have our order details here, and now picking. So picking, we actually offer a few options. So for this video today, we're gonna go through our generic flow where you're gonna pick the locations, print a pick list, and pack from there. However, we do have a very cool option where you can generate a QR code for picking. So for those that much rather this be on the mobile, you want that extra QA of making sure you're picking the right item, or you wanna go through a flow where you pick everything for wholesale and then move it to like, a staging, similar to what we do with work orders, generating a QR code like this, we'll pull all of these items up on your mobile, and then you can pick this. This is very cool and it deserves its own video. So we're going to do a walkthrough of this entire flow in a separate video, but for today, for this video, we're gonna go through the manual for those that maybe don't have, just don't want to have more iPads or something and you'd rather just go through generating a pick list. We like to offer multiple options, so we're gonna go through that flow. But if you're interested in the mobile, we got you covered, just stay tuned. So going through the pick list option, I can't generate my pick list until I choose my location, so that's why this is currently grayed out. You'll see I need 25 of all of these items. So I'm gonna go in and assign some locations. So we have a few options here. As you'll see, you could sort these locations by most stock, least stock, first in, first out, first expired, first out, last in, first out, last expired, first out, any option, the way you want these locations ordered, you can sort them here. I know some people like to empty out locations with less stock in first, so you can sort that way, and then choose locations to fulfill your 25. So for example here, this one has 20 available, so I'll start with that. That will empty out the 20 and I still have 5 more, and then I'll pick a second location, and that's how we'll do this, so 20 and then 5 from here. We'll save those, as you'll see, 20 and 5, but for those that maybe you rather go to less locations, so you wanna go to those with most stock first. You could sort by most stock, and then, I mean, you can pick directly from receiving. I've actually heard use cases for this where the order is pending and you're waiting to be received and they don't even want to, why waste time putting it away? So that's why we do allow receiving. If you're seeing it here and you're like, "Why is it there?" There's a use case that some do want to pick directly from receiving. They received it in and they wanted to go straight to this wholesale order, so it could go out the door. So we can pull the 25 straight from there. You'll see anything that is marked overstock. A big thing with wholesale orders, which I'm sure some of you are thinking now that you're seeing overstock, is wholesale orders tend to be large quantities, and when you go through the regular pick flow, you only can go to pickable bins. And since you can only go through pickable bins, these large wholesale orders tend to back up this process, as well as your regular direct-to-consumer orders. So with the Wholesale flow, these are now pulled aside, and they could be picked directly from a non-pickable bin. You don't need to replenish them, you don't need to waste time depleting your pickable bins for a wholesale order and then having to replenish everything back in so that the rest of your orders, no, no, no, you could go straight to an overstock location and pick directly from there. So that's why you seeing here that we are letting you pick from overstock. This was intentional, this was to save time, both in replenishing and then not backing up your queue for your other pickable orders. Another thing to note on replenishment, if you are using a Replenishment Mobile, shameless plug here, it does take into account wholesale orders and will filter out those, that you're not stuck replenishing them, if you want to. If you're using the appdot, it doesn't do that. Just a heads up. We built the new replenishment to take these into account. Okay, so we'll keep going through our locations. So in this example you're seeing, we have lock codes, so I know everyone likes to get the first expired out, so we have a filter for that. It'll show the ones that are expiring first up on top. So we can take these. Now a thing to note that this came up, we need 25, and currently, only have 10 available for this lock code. For orders, generally, we like to keep one lock code per order. So in this case, I'm actually going to take this one here since we have enough, that way we're not mixing any lock codes, it's just a thing to do. That's why we do show those, so you can see that. All right, we'll keep going through this process. So background music, Danno. ♪ Doo, doo, doo ♪ And then we do have cases. So Cases here, this is another feature that some might be familiar with, which is our Product Case feature, which is essentially, if you think you have, let's go with like cans of soda, you could sell one can or a six pack of that soda. So it'd be a case of six. In this case, we're doing our water bottles, so we have one water bottle or a case of six water bottles. These six are being picked as one unit, one whole case, and then they're being packed together. So this is going to be picking a case of six. We could do a separate video all on product cases, but if something is a case, you will see here, the unit of measure, case of six, and we will have a badge that calls it out as a case. Just so you are aware, you want to grab a full case of these. So we will grab our last location here. Okay, so now all of our locations are selected. You'll see the little green check marks. So key thing to note here, once you are choosing the location, once that location is selected, this order is now allocated to that location, meaning other orders cannot be allocated to that location. For overstock or non-pickable bins, usually not too much competition for those, even though I believe work orders can also be pulled from non-pickable bins. But at this point, these orders are now allocated. So this inventory is being held for this order. So a good thing to note for that. And you'll see that you can now print your picking sheet. We will show you what that looks like. So here is your picking sheet. You'll get your order number, your order details, any specific instructions, who our picker is when I printed this out, and then you'll get your picking list. So you have your barcodes here if you do want to confirm that you're picking the right item, the location you're going to, which lot you are looking for, an expiration to make sure it's the right one, and of course, the quantity. So you could take this printout and go pick these items, similar to what the Bulk Ship flow is with picking items. And once you have all of these, you bring them over to where you're going to be packing in your pack station, and we will go through our packing configuration. So for packing, we're gonna have to use our imaginations a little bit. So imagine, you know, you're in your warehouse, you just brought in all of these yoga mats, all these shirts, all these snacks, you got water bottles, tote bags, cases, all of your stuff around, and now you wanna start packing them into boxes. We do have a little bit of a manual process. To start off, you want your box, you wanna label your number of boxes so you can match your box to your labels when you start generating them. That's what this notification here is, that you have to label your boxes. First step is we're gonna add our first box. So this is a courier order, so we're just adding boxes. If this were freight, we would be adding a pallet. So you choose which box you would like to go with, I have wholesale-specific boxes. The dimensions will autofill and the weight will automatically fill in, as well, for your boxes, and if you do have the weights stored for your items, it will automatically increase, as well. We do support scales, of course. In that case, just make sure you click over the weight and it will update the weight for you if you use scales. But if you have, maybe you don't have a scale, as long as you have the weights of the items stored, then these will be okay. And if you don't have the weights of the item stored, we have a feature, FAI, that will tell you to update them as you go into receiving. I'm just plugging things all day today. I can't help it. The thing with the Wholesale feature does link in with everything, so you just gotta do it. Okay, so we got Box 1. So a few little things to note here. You see these little icons here, if you use Bulk Ship, they're probably familiar to you. This will be when you generate labels, one when it's generated, one when it is printed. These are not filled in yet, 'cause we didn't get there yet. You can add items two different ways. For those of you that prefer keep things nice, easy, manual, you could click Add an Item, you'll see your different items here, and then you choose which one you would like to pack, and just fill this in. This is useful, I find, if you're gonna have a lot of boxes, because wholesale orders could be massive, they could be hundreds of line items. And if you know you're gonna have 50 boxes all with 10 of the same item, it might be okay to just sort of choose the item and put in the quantity. I know some of you are cringing out there going, "No, scan everything." Okay, that's fine, we do support scanning, so you can manually input an item, and the quantity, as you saw here, the weight updated automatically. But for those of you that like your QA, I hear you, I get it. What we could do instead is we can have you scan in the items. So key thing to note when you scan in though, just make sure you're highlighted over the correct box. This way, the system knows which box you're scanning these items into. Otherwise, it won't know, and we can just start scanning in some items. So see here, let me scroll down a little bit so it's a little bit more clear for you. Okay. It'll just be increasing, I just scan a different item, and then you just, you know, have fun, just keep doing this. Literally, I've seen, with wholesale orders, often, and I don't know if it's like a retailer requirement, they'll usually have the same SKU in one box and not really mix it up like this. But for the sake of this demo, I was gonna mix it up. And I'm sure someone out there is like, "No. That's not how that how that goes." So we're just gonna keep packing our items. And the thing with wholesale is orders, I'll pack them all each, since it's now isolated, again, it's not backing up your queue, it's not holding up where you would normally be packing your multi-item batch pick orders, so those could just keep going while you could have someone or a team of someones working on these orders and just packing them all up. If you add a box by mistake, you can always delete it. You also could delete an item if you decide you did not want to mix different SKUs in that box, you can always delete it and put it in another box. Just be careful, what you're doing in reality is matching what the computer thinks it is, 'cause when we generate the labels, we wanna make sure the weights are correct and everything is matching. So make sure we know what's actually happening. I'll mix it up, I'll do a little few more scans, just 'cause. I was gonna see how many of these scans I could do before Danno's like, "Okay, the beeping is getting to me." All right, we'll go through these. So this is not best practice, do not do this at home, but I'm going to just update these. Once you reach the max, it will stop you from putting more. So for example, this tote bag, we needed 25. As you can see, it won't let me add more, and if I try to scan in more, it won't add any more. So we'll cut you off at the amount that the order needs. So let's pack all of these and I do want to show you for cases, so cases are interesting, 'cause sometimes they are a box in and of themselves. It will, for the sake of keeping things consistent for the courier order, we do ask that a box is selected, even if you're just gonna put cases in it, you could make a case-specific box or something if that helps work with your flow a little bit better. There are times the cases are small and you can put multiple cases in boxes, so we needed to offer that alternative. But if you wanna just put a case directly, you kind of need like, just a box there to hold the spot. For freight orders, which again, will be another video, you could put the case directly on the pallet. A little bit different there, but we'll just put our cases direct here. Okay. All right, so you know I haven't packed everything yet, 'cause it won't let me generate my labels yet. Let's add another box, and we have just our snacks left. All right, there we go. So our Generate Labels is now visible, and we are ready to generate labels. So at this point, everything's in its boxes, we've been hopefully remembering to label our box, Box 1, Box 2, Box 3, Box 4, and now we're gonna generate labels. So a few things to note before I generate these. Wholesale orders do need to be mapped directly to a carrier end method. We currently don't support cheapest quoting for wholesale. There's a lot of boxes, they can be different weights, different sizes, cheapest can send them all over the place. At this point in time, we ask that they be directly mapped to a specific carrier. So you know, UPS Ground, USPS Priority, however that is. This mapping is what you will see in appdot when you go to your shipping information. That is the carrier that we'd be using, and the shipping method, if you need to update it, this would actually be done in appdot currently. So you could go here to edit your shipping information, but just the thing to note, cheapest isn't currently supported. But as long as this is mapped, you can then go ahead and generate your labels, so we'll go and do that. If you have a lot of boxes, this can take a few minutes. We have to call the carrier, get the invoice back, and then start generating all the labels. So it may take a few minutes to finish, but don't worry, we'll get all the labels for you. In the event that something may have gone wrong, be a little red icon, which I'll show you under the Label Summary. Usually, it's like a scene, might throw an error, in which case, you can split things up to make sure you get underneath whatever the weight requirement is or perhaps maybe the carrier didn't like the box that you were using. If that does happen, you could always edit your packing configuration, and then this will say up here, Reprocess Labels, and then you could just reprocess it. In our Help doc, we'll have images of what that looks like. But here, they generated, it'll tell you when they generated, and then you can print your labels. So you go right up on top here, it'll print the labels, it will generate these as a PDF. Labels here, and as you'll see, you'll say like, Box 1 up on top, hence why we're asking it to label. And this will, regardless of what carrier you use, we include that portion. So you'll see all of your labels and you could print these out, put them on your boxes, and out the door this order goes. You could reprint the labels if you need to, but at this point, we got one wholesale order done, many more to go. And that is your picking and packing and label generation for wholesale orders. And when you go back here, the order is now fulfilled, so it is not in our list anymore. And we'll refresh our page here just to show you, everything is fulfilled, order is fulfilled, and your labels, if you do need to reprint them for any reason, they are available here. If you do need to void a label, you can do so in appdot. So you'd come to your order page and you can void your labels here. If you do need to reship the order, that can also be done just like a regular order, come into appdot, and then you can hit Reship here and that will allow you to reship this order in case you need to do that. So that's the end-to-end flow. Any questions, Danno? - No, no, no. Absolutely not. It's easy, simple. - Put you on the spot. Yeah, no. But as usual, it's super intuitive and easy. - Thank you so much for your time today. - No, no, thank you, Val, for enlightening us on how this all works. It's amazing, really. - Awesome. Well definitely give it a try and let us know what you think. - That's right. 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 eCommerce fulfillment superpowers, visit to schedule a call with us. Thank you for watching and have a great day.
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