Batch Ship

Our Batch Ship feature allows you to easily combine ship events for multiple products, lots, and shipment dates. You can group these items based on actual multi-line shipments, or to reflect multiple shipments that were dispatched over a period of time. The alternative way to log a Ship event is by going to a product’s Current Inventory tab, and using Actions > Ship. The benefit of using Batch Ship instead is that you can ship multiple products at a time, and can expedite with CSVs when you are trying to log multiple shipments at once. 

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Navigate to the Shipping & Receiving page on the left-side menu

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Click on Actions > Batch Ship

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Ship From: Select the location your product will be shipping from using the Ship From dropdown

• You have the option also to Ship From Multiple Locations by clicking on the checkbox right below Ship From. This will enable you to specify the Ship From location for each line item you are shipping

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Ship To: Select the recipient using the Ship To dropdown as well as the delivery location

• You also have the option to Ship To Multiple Locations by clicking on the checkbox right below Ship To. This will enable you to specify a separate Ship To Company and location (from your Network) for each line you are shipping

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Shipment Details: Assign your Batch Ship record a Ticket ID, and select which Blockchain (Stellar or Mastercard) you'd like the Ship event details to be written to

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Select the date of shipment, or click the Multiple Dates check box if line items were shipped on different dates. If you selected Multiple Dates, you'll need to specify a ship date for each line you are shipping. 

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Manual / CSV Upload: You can either upload a CSV or manually input the information about your batch shipment:

• Manual: If you are inputting the information manually, click Add a row. Select each line's product and item using the dropdown fields that pull from your current inventory. Using the Edit, Save and Duplicate buttons, make sure the dispatch dates, quantities, Logistical Unit IDs and PO numbers reflect each item you are shipping

• CSV Upload:  If you use a CSV, download the template and fill out the CSV based on the column headers of the downloaded file. The Column headers will change depending on whether you select the checkboxes (Ship To, Ship From, or Multiple Ship Dates). You cannot upload the CSV unless the text in those columns match what's in Wholechain exactly. For example, if you are shipping a product called "Wild Tuna Steaks" it has to say "Wild Tuna Steaks" (exactly) in the column

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Custom Data Template: You also have the option to use a Custom Data Template. If you wish to include custom data, select your template and add the relevant data manually or by CSV. If you do not wish to include any custom data, simply select "None." Learn more about adding custom data to Batch Ship events here

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Once you've filled in and reviewed each line, click Ship. You’ll see each line item appear as a separate ship event record in your Shipped Inventory folder with the status In Progress while it's being written to the blockchain, followed by Pending. Once the recipient confirms or rejects the ship records in their account, their statuses will update accordingly