The Dispatching tab/feature simplifies and automates order fulfillment by transforming orders into shipments, processing them, and tendering them to carriers. It enhances efficiency by automating key stages of the shipping workflow, enabling a more streamlined and hands-off logistics operation.
Dispatching can be accessed via the Company → Rules → Dispatching tab.
Auto dispatch is ideal for:
High-volume shippers processing multiple orders daily
E-commerce businesses handling frequent customer orders
Retailers managing relationships with multiple suppliers
Warehouses and fulfillment centers dealing with bulk shipments
Manufacturers processing large-scale or recurring orders
Logistics teams aiming to reduce manual errors and optimize workflows
Operations managers focused on efficient and accurate shipment creation
Supply chain managers needing automated dispatching of Inbound Transactions
Businesses with carrier partnerships that require timely pickup scheduling and reduced manual coordination
Outbound Transactions Auto Dispatch
This automates the entire dispatch workflow by converting orders into shipments, then processing and tendering those shipments to carriers—minimizing manual effort and streamlining fulfillment.
Auto-Convert Outbound Transactions to Shipments: Automatically converts orders into shipments and saves them as such. These shipments will not be processed or tendered until a later step.
Required Shipment Details: When enabled, only orders that include shipment details—such as quantity, package type, dimensions, and weight—will be converted into shipments. Orders missing any of these details will be skipped.
All Open Orders: When selected, the system will attempt to create shipments for all open orders that meet the defined criteria. The Required Ship Date and Required Arrival Date checkboxes will be disabled in this mode.
Required Ship Date
Required Arrival Date
Based on Chosen Field Value: If this option is chosen, the system will not allow the user to check off All Open Orders, Required Ship Date, or the Required Arrival Date, and the system will look through all open orders for the field selected for the set values and turn them into Saved Shipments if a match is found.
Available field types:
User Defined Field 1-3 (Additional Details)
Reference 1-6
Order Type (Ship From form)
Field Values can be defined by the user. Auto dispatching will only run if an exact match is found.
Auto Process Shipments
This automatically processes or tenders saved shipments that are not older than 10 days.
Auto-Schedule Pickups: Sends pickup requests to carriers for processed shipments using today’s date and the ready time provided on the shipment. If no ready time is specified, the system defaults to 8 AM–5 PM. If this is not enabled, shipments will be processed but may not trigger a pickup request. For user-defined carriers, a missing pickup contact can cause shipment failures until resolved.
Process All Saved Shipments Daily: Attempts to process or tender all saved shipments that are less than 10 days old on a daily basis.
Required Ship Date: Processes or tenders any saved shipment with a Required Ship Date of today or earlier.
Required Arrival Date:
Inbound Transactions Auto Dispatch
This automates the end-to-end process of converting orders into shipments, then processing and tendering those shipments to carriers—streamlining fulfillment and reducing manual effort.
Auto-Convert Inbound Transactions to Shipments: Automatically converts Inbound Transactions into shipments and saves them. These shipments will not be processed or tendered until a later step.
Required Shipment Details: When enabled, only Inbound Transactions that include complete shipment details—Quantity, Package Type, Dimensions, and Weight—will be converted into shipments. Any orders missing these fields will be skipped.
All Open Orders: When selected, the system will attempt to create shipments for all open Inbound Transactions that meet the defined criteria. The Required Ship Date and Required Arrival Date options will be disabled in this mode.
Required Ship Date: Creates shipments only for Inbound Transactions with a Required Ship Date of today or earlier. Orders with future ship dates will not be processed.
Required Arrival Date
Based on Chosen Field Value: If this option is chosen, the system will not allow the user to check off All Open Orders, Required Ship Date, or the Required Arrival Date, and the system will look through all open orders for the field selected for the set values and turn them into Saved Shipments if a match is found.
Available field types:
User Defined Field 1-3 (Additional Details)
Reference 1-6
Order Type (Ship From form)
Field Values can be defined by the user. Auto dispatching will only run if an exact match is found.
Order Management
When Auto Dispatch is enabled under Company → Rules → Dispatching → Enable Auto Dispatch, the Auto Dispatch button will appear on both the Outbound Transactions and Inbound Transactions tabs within Order Management.
