Order Preparation

The top priority for all merchants is to sell their products. For most, order preparation is a manual task that is time-consuming and prone to human error. When a merchant is successful and generates a lot of volume, the order preparation team can be under a lot of pressure. Working with the wrong tools and procedures can lead to inconvenient mistakes.

Imagine: 150 orders have to be sent off in one day at Christmas time and your system requires 10 minutes to complete a single order preparation… It will never work!

Delayed delivery will upset your customer and put your staff behind schedule. The right order preparation tool helps you to avoid this type of situation by automating the process and ensuring on-time delivery to your customers. 

The Order Preparation
Extension is a dedicated Back End tool for your Magento that professionalize your warehouse team with a streamlined and efficient process.  Customer satisfaction is dependent on an on-time delivery. Therefore, e-merchants have no time to waste in order preparation. 

This extension manages and organizes the Customer Order Picking and Packing processes. Customer Orders in open status are categorized (In Stock / Back Orders / Hold) providing a clear view of all orders-in-process at a glance so you know what order have to be ship or not.

Adding the ready to ship orders to the progress list will let you enter in the order preparation process where order are picked and packed in 5 easy steps (Order Selection/Picking/Packing/Download PDFs/Flush Shipped Orders). You may use a barcode scanner to help you to reduce the risk of product mismatch.

The Order Preparation
for Magento 2 extension optimizes your order-fulfillment process in terms of accuracy and efficiency. 

Quick Overview

• Mass Order Shipment Tool
• Picking List 
• Print Packing list and Shipping Label
• Support barcode scanner
• Automatic Customer Order Tracking 

Detailed Features

Orders distribution

The Order Preparation extension for Magento 2 categorizes orders in 3 groups according to order status:

1. In-stock: Orders that are ready to ship (all products are in stock)
2. Backorders: Orders with at least one missing product (you can also choose to process a partial shipment)
3. On-hold: All orders that are flagged NOT to process for various reasons, configurable using the custom order status tool

This configuration allows you to easily identify and select which orders you wish to ship.

Picking

Simplify product picking by adding shelf location to the picking list.

Once you have selected orders for shipment, you can print a picking list. Order Preparation is configured for two picking methods:

1. Global Picking produces a list of all of the products needed to fulfill the orders selected, grouped by product.
2. Per-Order picking produces a single list per order including shipment and product information.

The system also displays the product’s shelf location to speed-up the picking process.

Packing

Once the products have been picked, the next step is to pack the correct product for each order. Scan the barcode on the picking list to see the order details and product quantities, which will help to prevent packing errors.

You can then scan the product barcode or manually check each product before packing to ensure that you have chosen the correct product(s). 

Once the products have been scanned, Order Preparation allows you to confirm the order. The Magento shipment is created and an invoice and packing slip are downloaded automatically (if configured). With Magento Client Computer (a free software included), you can automatically print these documents to add to the package.

Shipping

Export order information to your designated carrier’s system and save the tracking number in Magento, all with one barcode scan.

Shipping is the final step in order fulfillment. All that is left to do is print the shipping label, save the tracking number in Magento and notify your customer that their order has been shipped.

A universal method for printing shipping labels is to export a csv or xml file into your carrier software. Popular carriers such as UPS, USPS, Fedex, Royal Mail, Colissimo (and many more) all support this method. However, the order detail format can vary from carrier to carrier.

To resolve this issue, you can designate a specific file template for each carrier using the shipping label template feature. When configuring a template, select the export file type (csv, xml, others) and fully customize its content with the order details, address and product information.

Once packing has been confirmed, Order Preparation will automatically download the correct template file for your carrier and the shipping software will then print the label. 

At this point, the system requires a barcode scan. Simply scan the shipping label barcode and Order Preparation will save it within the Magento order. Icing on the cake: the customer is immediately notified with the shipping details and tracking information. 

Discover Embedded ERP Suite

Order Preparation is a component of the Embedded ERP Suite. Since 2008, BoostMyShop has been editing this popular software for Magento CMS to simplify your Back Office Management. 

This Magento-dedicated ERP was first released in 2008. Since then, over 4,000 merchants using Magento CMS across the globe have benefited from an efficient automation of their Purchases, optimized stock management and faster order preparation.

Resources

• Open Source
• 15 days Money Back
• Free Online Support
• 1-time Subscription
• Custom Development
• Professional Installation Service
• Training
• Live Chat

Useful links

• Documentation: https://help.boostmyshop.com/portal/en/kb/myextensions/magento2
• Demo: https://extensions.boostmyshop.com/magento-2-extension/order-preparation-magento-2.html