Production Module : Creating a Job Template for use as a Consolidation Batch
Overview
The Production and Floor modules have the tools to allow Fulfillers to batch process order items in multiples for greater production efficiency.
There are two types of batch available for processing order items:
1. Consolidation batch
2. Artwork Generation batch
This article will focus on Consolidation batches, for an introduction on setting up an Artwork generation batch please refer to this article
There are eight standard Floor workflows available, some utilise Consolidated batches and others Artwork Generation batches.
Each of the different workflows lend themselves to different use cases, products and scales of operations.
This article summarises each of the workflows available using our Floor module:
The following matrix can be used to help you identify which workflows may be suitable to your production environment
What is a Consolidation batch and who are they for?
Consolidation batches are designed to speed up production for Fulfillers by providing them with a means of bulk processing orders and artwork at set times during the day to suit their production operation.
A consolidation batch collects multiple order items and combines them into a single zip file for convenient download.
What do I need in order to create a Consolidation batch?
- An active Subscription for the Production Workflow Platform Module
- The Product SKUs you wish to be batched using the job template
- The Dropship names or references for the Sales channel orders that will be batched using the job template
- A Job Template
How do I create one?
1. Go to the Settings Menu and select the 'Job Templates' option
2. Click on the New Template button
3. On the Basic page scroll down and deselect the Artwork processing option. This will instantly turn the job template into a consolidation batch and remove the page options on the left which are only relevant to Artwork processing.
4. Name the Job Template for easy identification (eg: perhaps it relates to a specific location or machine in the production facility)
5. Select a Production Centre for the batch from those available to your Organisation
6. Add the SKUs for the products you wish to batch using the job template
Important Note: Each SKU should be added on its own line, do not comma separate.
7. Specify the number of Slots on the batch. Slots define the maximum number of unique order lines that the zip file can contain (from 1-500)
8. Go to the Dropships page and add the Dropships that you wish to use the batch by either 'Adding all dropships' or searching for them using the Name/Reference field and selecting the tickbox beside those you wish to enable.
9. That's it! That's enough to get a basic consolidation batch up and running and to place some test orders to check it's working correctly.
There are other settings available on the job template (such as cut off time) that can be used to tailor the batch exactly to your needs.
A summary of all available options and their function for both Consolidation and Artwork Generation job templates can be found here:
What result should I expect?
The batch will be created once the first order is received and it will sit at the 'Filling' status whilst the remaining slots of the batch are filled until it reaches the Slots value specified on the job template.
Once the batch is filled the status will change to 'Pending Production' indicating that the orders are consolidated and ready to be produced.
It's possible to specify a cut-off time if you wish to process the batch on a recurring schedule.
It's also possible to download the batch manually before it has finished filling if you wish to process the orders early (any subsequent orders will begin populating a new batch)
When you are ready to print the orders, download the picking labels and after that, download the artwork for the selected batch.
The downloaded zip file will extract into a folder that matches the name of the Job ID of the batch.
The folder will feature all individual pieces of artwork required to print the order items, plus a jobsheet in pdf format featuring an individual page for each order with a thumbnail and all pertinent details.
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