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Instead of five people remembering five clicks, the routine runs the automatic steps for you and walks whoever is on shift through the rest.",[400,423,424,425,428,429,432,433,436],{},"Open ",[404,426,427],{},"Shipments → Routines",". Viewing needs ",[414,430,431],{},"View orders","; creating, editing and running needs ",[414,434,435],{},"Edit orders",".",[395,438,440],{"id":439},"purpose","Purpose",[442,443,444,448,454],"ul",{},[445,446,447],"li",{},"Turn the daily dispatch procedure into something new staff can follow step by step",[445,449,450,451],{},"Let merge, weather and tagging happen before anyone arrives, on a ",[404,452,453],{},"schedule",[445,455,456],{},"Print the same documents, with the same filters, in the same order — every day",[395,458,460],{"id":459},"how-a-routine-is-built","How a routine is built",[462,463,464,482,508,515,532],"ol",{},[445,465,466,467,470,471,474,475,478,479,436],{},"Click ",[404,468,469],{},"New routine",", give it a ",[404,472,473],{},"Name"," (e.g. ",[414,476,477],{},"Morning livestock dispatch",") and an optional ",[404,480,481],{},"Description",[445,483,484,485,488,489,492,493,496,497,500,501,504,505,436],{},"Pick the ",[404,486,487],{},"Shipment view"," — the saved view whose filters choose the shipments (views you created privately are marked ",[414,490,491],{},"(personal view)","). Set the ",[404,494,495],{},"Shipment status"," it is evaluated against: ",[404,498,499],{},"Awaiting",", ",[404,502,503],{},"On hold"," or ",[404,506,507],{},"Shipped",[445,509,510,511,514],{},"Use ",[404,512,513],{},"Preview shipment set"," to see which shipments the view picks right now.",[445,516,517,520,521,524,525,528,529,436],{},[404,518,519],{},"Add step"," as many times as needed and drag them into order. Each step has an optional ",[404,522,523],{},"Step name"," shown on the checklist (e.g. ",[414,526,527],{},"Fish labels (Zebra)",") and a checkbox ",[404,530,531],{},"Optional (can be skipped without a reason)",[445,533,534,535,436],{},"Leave the enable switch on and click ",[404,536,537],{},"Save",[400,539,540,541,544,545,548],{},"The shipment set is ",[404,542,543],{},"frozen when a run starts"," — anything that arrives later is not included until you press ",[404,546,547],{},"Refresh shipment set"," on the run page.",[550,551,553],"h3",{"id":552},"step-types","Step types",[555,556,557,573],"table",{},[558,559,560],"thead",{},[561,562,563,567,570],"tr",{},[564,565,566],"th",{},"Step",[564,568,569],{},"What it does",[564,571,572],{},"Settings",[574,575,576,597,613,628,671],"tbody",{},[561,577,578,584,591],{},[579,580,581],"td",{},[404,582,583],{},"Combine same-customer shipments",[579,585,586,587,590],{},"Merges awaiting shipments in the run that belong to the same customer — like the ",[404,588,589],{},"Combine"," button, so merge rules are skipped",[579,592,593,596],{},[404,594,595],{},"Re-run automation rules on the merged shipment"," (split rules are never re-run after a merge)",[561,598,599,604,610],{},[579,600,601],{},[404,602,603],{},"Fetch weather",[579,605,606,607,609],{},"Attaches the latest destination forecast to every shipment in the run (",[409,608,297],{"href":298}," app)",[579,611,612],{},"—",[561,614,615,620,623],{},[579,616,617],{},[404,618,619],{},"Add tags",[579,621,622],{},"Adds the chosen shipment tags to every shipment in the run; tags already on a shipment are kept",[579,624,625],{},[404,626,627],{},"Tags to add",[561,629,630,635,642],{},[579,631,632],{},[404,633,634],{},"Print document",[579,636,637,638,641],{},"Opens a ",[409,639,640],{"href":184},"Document"," for the shipments in the run with the filters already applied",[579,643,644,500,646,649,650,500,653,656,657,660,661,660,664,667,668],{},[404,645,640],{},[404,647,648],{},"Location"," (only rows stocked at this location), ",[404,651,652],{},"Filter rows by condition",[404,654,655],{},"Label split"," — ",[414,658,659],{},"One label per line item"," \u002F ",[414,662,663],{},"One label per unit",[414,665,666],{},"Ask each time"," — and ",[404,669,670],{},"Sort rows by",[561,672,673,678,681],{},[579,674,675],{},[404,676,677],{},"Manual check",[579,679,680],{},"A reminder in the checklist",[579,682,683,686,687,690,691,694],{},[404,684,685],{},"Instructions"," and an optional ",[404,688,689],{},"Link to open"," (shown as an ",[404,692,693],{},"Open"," button)",[400,696,697,698,701,702,705],{},"Steps run ",[404,699,700],{},"in order",". Combine, weather and tags run on their own; printing and manual checks ",[414,703,704],{},"need an operator"," — the run pauses there and waits for someone.",[395,707,709],{"id":708},"run-a-routine","Run a routine",[550,711,713],{"id":712},"by-hand","By hand",[400,715,716,717,719,720,723],{},"On ",[404,718,120],{},", click ",[404,721,722],{},"Run now"," (or open the routine and click it there). The run page opens with the frozen shipment list and the steps:",[555,725,726,736],{},[558,727,728],{},[561,729,730,733],{},[564,731,732],{},"Button",[564,734,735],{},"Meaning",[574,737,738,751,771,780,789,803,813,822],{},[561,739,740,748],{},[579,741,742,660,745],{},[404,743,744],{},"Run",[404,746,747],{},"Retry",[579,749,750],{},"Execute an automatic step (retry after a failure)",[561,752,753,761],{},[579,754,755,660,758],{},[404,756,757],{},"Print",[404,759,760],{},"Print again",[579,762,763,764,767,768],{},"Open the document for printing — the step stays ",[414,765,766],{},"In progress"," until you ",[404,769,770],{},"Mark done",[561,772,773,777],{},[579,774,775],{},[404,776,693],{},[579,778,779],{},"Follow a manual step's link",[561,781,782,786],{},[579,783,784],{},[404,785,770],{},[579,787,788],{},"Complete a manual or print step",[561,790,791,796],{},[579,792,793],{},[404,794,795],{},"Skip",[579,797,798,799,802],{},"Skip a step; you can add a short reason, which is kept on the run. Steps marked ",[404,800,801],{},"Optional"," are the ones expected to be skipped some days",[561,804,805,810],{},[579,806,807],{},[404,808,809],{},"Run all remaining",[579,811,812],{},"Run every automatic step that is still pending, stopping at the next one that needs a person",[561,814,815,819],{},[579,816,817],{},[404,818,547],{},[579,820,821],{},"Re-evaluate the view and pull in shipments that arrived since the run started",[561,823,824,829],{},[579,825,826],{},[404,827,828],{},"Abandon",[579,830,831],{},"Close the run without finishing it. Start a new one from the routine page",[400,833,834,835,838,839,841,842,500,845,500,848,500,851,436],{},"An unfinished run shows ",[404,836,837],{},"Continue run"," on the routine instead of ",[404,840,722],{},". Each step reports what it did — ",[414,843,844],{},"Merged 6 shipments into 3 shipments",[414,846,847],{},"Weather queued for 12 shipments",[414,849,850],{},"Tagged 12 shipments",[414,852,853],{},"Printed",[550,855,857],{"id":856},"on-a-schedule","On a schedule",[400,859,860,861,864],{},"Turn on ",[404,862,863],{},"Schedule"," in the routine editor:",[442,866,867,877],{},[445,868,869,872,873,876],{},[404,870,871],{},"Start time"," — store local time. If the server misses the slot (maintenance, downtime) by up to ",[404,874,875],{},"3 hours"," it catches up; later than that the day is skipped.",[445,878,879,882],{},[404,880,881],{},"Days"," — Monday to Sunday toggles; leave them all unselected to run every day.",[400,884,885,886,889,890,892,893,896,897,900],{},"At start time the automatic steps run without anyone logged in. When the run reaches the first step that needs an operator, it stops and raises the alert ",[404,887,888],{},"Routine ready for you"," — open it from ",[409,891,350],{"href":351}," and pick up at the step shown under ",[404,894,895],{},"Started by schedule",". If the routine could not start (yesterday's run was never finished or abandoned) or an automatic step failed, you get ",[404,898,899],{},"Scheduled routine needs attention"," instead.",[400,902,402,903,906],{},[404,904,905],{},"paused"," routine (enable switch off) cannot be started and its schedule does not fire. Pause instead of deleting when you stop using one for a while.",[395,908,910],{"id":909},"managing-routines","Managing routines",[442,912,913,919,925],{},[445,914,915,918],{},[404,916,917],{},"Duplicate"," creates a paused copy — review it, then enable it.",[445,920,921,924],{},[404,922,923],{},"Delete"," removes the routine and its run history.",[445,926,927,928,931,932,935],{},"The list shows the last run — ",[414,929,930],{},"Completed · 12 shipments · 06:31 · by schedule"," — and the schedule summary (",[414,933,934],{},"Mon–Fri at 06:30",").",[395,937,939],{"id":938},"practical-examples","Practical examples",[555,941,942,951],{},[558,943,944],{},[561,945,946,948],{},[564,947,406],{},[564,949,950],{},"Steps",[574,952,953,979,1000],{},[561,954,955,960],{},[579,956,957,959],{},[414,958,477],{}," (scheduled 06:30, Mon–Fri)",[579,961,962,963,966,967,970,971,974,975,978],{},"Combine same-customer shipments → Fetch weather → Add tags ",[414,964,965],{},"AM Dispatch"," → Print ",[414,968,969],{},"Fish labels"," (Location: Main Warehouse, condition ",[414,972,973],{},"Livestock",", one label per unit) → Print ",[414,976,977],{},"Packing slip"," → Manual check \"Load the van, tick the manifest\"",[561,980,981,987],{},[579,982,983,986],{},[414,984,985],{},"Afternoon supplies"," (run by hand)",[579,988,989,990,993,994,997,998],{},"Combine same-customer shipments → Print ",[414,991,992],{},"Pick list"," (condition ",[414,995,996],{},"Supplies",") → Print ",[414,999,977],{},[561,1001,1002,1007],{},[579,1003,1004],{},[414,1005,1006],{},"Pre-holiday check",[579,1008,1009,1010],{},"Manual check with a link to the carrier's holiday schedule → Add tags ",[414,1011,1012],{},"Holiday hold",[395,1014,1016],{"id":1015},"tips","Tips",[442,1018,1019,1025,1036,1041],{},[445,1020,1021,1022,1024],{},"Build the view first and check it with ",[404,1023,513],{}," — a routine is only as good as its view.",[445,1026,1027,1028,1030,1031,1033,1034,935],{},"Put print-only conditions in a rule group named ",[404,1029,215],{}," so the ",[404,1032,652],{}," list stays short (see ",[409,1035,183],{"href":184},[445,1037,510,1038,1040],{},[404,1039,801],{}," for steps that do not apply every day, so nobody has to type a reason to skip them.",[445,1042,1043],{},"One routine per bench or per product family is easier to follow than one giant one.",[395,1045,1047],{"id":1046},"related","Related",[442,1049,1050,1055,1060,1068],{},[445,1051,1052,1054],{},[409,1053,54],{"href":92}," — the shipment set a routine runs over",[445,1056,1057,1059],{},[409,1058,105],{"href":106}," — what the combine step does",[445,1061,1062,1064,1065,1067],{},[409,1063,183],{"href":184}," · ",[409,1066,215],{"href":216}," — what the print step opens and where it prints",[445,1069,1070,656,1072,500,1074],{},[409,1071,350],{"href":351},[414,1073,888],{},[414,1075,899],{},{"title":1077,"searchDepth":1078,"depth":1079,"links":1080},"",1,2,[1081,1082,1083,1087,1091,1092,1093,1094],{"id":397,"depth":1079,"text":398},{"id":439,"depth":1079,"text":440},{"id":459,"depth":1079,"text":460,"children":1084},[1085],{"id":552,"depth":1086,"text":553},3,{"id":708,"depth":1079,"text":709,"children":1088},[1089,1090],{"id":712,"depth":1086,"text":713},{"id":856,"depth":1086,"text":857},{"id":909,"depth":1079,"text":910},{"id":938,"depth":1079,"text":939},{"id":1015,"depth":1079,"text":1016},{"id":1046,"depth":1079,"text":1047},"Repeatable checklists that run over a saved shipment view — combine same-customer shipments, fetch weather, add tags, print documents, and manual checks — by hand or on a schedule.","md",null,{},{"icon":123},{"title":120,"description":1095},"Uu6mtmyfs0RNZZ-YnTXB47rR6R0nFEQFYx0IeKtfUo4",[1103,1105],{"title":115,"path":116,"stem":117,"description":1104,"icon":118,"children":-1},"Merge rules, merge settings, shipment defaults, shipment filters, and local pickup rules that shape the packing queue.",{"title":125,"path":126,"stem":127,"description":1106,"icon":130,"children":-1},"Barcode-first packing — open shipments by scan, verify every item, then buy and print the label.",1791370337706]