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This article is part of a series helping users get started with the Template Workflows we have included in TradeGecko Automation (formerly known as Connect). To use a Template, visit here and select a Workflow to edit and apply to your orders!
The Workflow helps you to automate Packing and Fulfillment creation on Sales Orders.
When a Sales Order has been pushed to the Finalized stage, this workflow checks to see if it is ready to be shipped and if so, it packs all available products plus any extra line items that do not carry stock such as Shipping Costs or Assembly. You can select either pack all Product Line items or only those with stock available.
This sets the Order Status to packed, updates the 'Shipped At time', and finalizes the Shipping Address, Billing Address, and Stock Location.
This action will appear on the 'Order History' column of the Sales Order page, as an action performed by the user on your account who created the Workflow and via TradeGecko Automation.
Enjoy exploring our TradeGecko Automation 🤖