With the help of the Boost My Shop Order Preparation Magento 2 extension, you will be able to pick, pack, and ship orders seamlessly in a more smart way. The module provides lots of innovative features that essentially improve the default backend experience.
The standard order fulfillment process is optimized in the following way. First of all, the Order Preparation Magento 2 extension categorizes all opened orders by status, so you can get a clear understanding of what orders are currently in process. Next, the module offers barcode scanning. This feature is especially useful in case of large order volumes: it essentially speeds up the working process as well as dramatically reduces the risk of product mismatch. Besides, the extension can be used as a step-by-step guide to order fulfillment, since it provides pick, pack, and ship processes.
The backend functionality of the Order Preparation extension is similar to the Embedded ERP Magento 2 module. The order fulfillment process is divided into 5 key steps: Order Selection, Picking, Packing, Download PDFs, and Flush Shipped Orders.
The Order Selection screen is divided into 4 tabs: In Stock, Backorder, Hold, and In Progress. The first one shows all available orders that should be picked, packed, and sheeped. The order grid consists of the following columns:
- Checkbox – for applying mass actions;
- # – order number;
- Date – date and time the order was created;
- Status – processing, pending, etc;
- Store – corresponding store view;
- Customer – corresponding customer;
- Shipping method – corresponding shipping method;
- Products – products available in each order;
- Actions – view or prepare.
Besides, you can use mass actions to prepare orders in bulk.
Note that all processed orders are available under “In Progress” tab. All new orders selected for preparation are also available there.
As for the Picking step, it allows you to download and print a picking list with all products available in all selected orders.
Next, there is the Packing stage. Here, you select an order to pack and specify packed quantity. Note that it is impossible to commit packing if something is missing: “Qty to ship” should be the same as “Qty packed”.
Next, you scan the order barcode, download picking list, packing slip, and invoice, as well as add tracking number (alternatively, the extension allows you to skip tracking). A customer will be automatically notified of shipping details and tracking data.
Then, you can download all PDFs as well as flush shipped orders.
It is also necessary to tell a few more words about shipping labels. The Order Preparation Magento 2 extension allows you to export a CSV/XML file into a carrier software. The only problem here is related to the order detail format that varies a lot from carrier to carrier. Luckily, the Boost My Shop module allows you to designate a specific template for each carrier. To create a new template, you should specify its name, status, type, and associated shipping methods.
Besides, there are 6 more fields available under the export tab: File name, Mime type, File header line, Header line for orders, Line for each products in orders, and Footer line for orders.
It is also possible to adjust tracking file import:
All available codes are gathered on the corresponding tab:
Once packing is confirmed, Order Preparation automatically downloads the correct template file and print the label.
How to configure the Order Preparation Magento 2 extension
All extension’s settings are divided into 6 tabs: Attributes, Order Preparation Steps, Picking, Packing, Download documents, and Order statuses mapping.
In Attributes, you should select barcode, shelf location, and manufacturer attributes.
In Order preparation steps, you enable/disable the following elements of order fulfilment:
- Show picking list download
- Show packing list download
- Show create shipments and invoices
- Show download invoices and packing slip
- Show shipping step
As for picking, you can select an appropriate PDF layout here.
In packing, enable/disable the following features:
- Allow partial packing
- Create order shipment
- Create order invoice
- Invoice only shipped items
- Automatic invoice download
- Automatic packing slip download
- Automatic shipping label / carrier template download
The Download documents section allows you to include invoices and packing slips.
In Order statuses mapping, select in stock, out stock, and holded orders.
With such a handy tool, you will turn a boring order fulfilment routine into fun. It will take much less time to do everything due to the features of Boost My Shop Order Preparation. As for the price of the extension, it costs €289.