CanopyDocs
Docs

Packing

Pack orders at a station, manage box sizes and printers, and bulk-ship identical orders.

Packing is the last stop before an order leaves the building. This section holds the hands-on packing workflow, the box catalog and packing stations that support it, and a bulk-ship mode for pushing out many identical orders at once. It's operator-only — the entire Packing group is hidden from a client's sidebar. (A brand user who navigates directly to the packing URL sees only the read-only pack History; everything else here is warehouse-staff only.)

Four pages sit under the Packing sub-nav:

Pack Order

Pack Order → /fulfillment/packing. Two tabs: Pack Order, the live workflow, and History, a record of every pack.

The packing workflow

Built for a packing station with a scanner. A stepper across the top tracks where you are, and the workflow moves through four steps.

Scan Tote. Scan the tote barcode to open its pack record and pull up the items to pack. The screen waits on a scan, and you can type the barcode in manually if you need to. If the tote's order was fulfilled externally, the pack is blocked with an "Order Fulfilled Externally" card — the tote is routed to put-back, and you Acknowledge & Continue instead of packing.

Scan tote to start packing

Verify Items. Scan each item to check it against the order (a Confirm item shortcut verifies the next one without a barcode when something won't scan). A running count and progress bar track how far along you are. Read the two panels above the items first: a Notes for Packer sticky note and a Packing Instructions panel (order instructions plus badges for any automation actions like Add Packing Slip or Add Insert). Kit components group under a dashed kit-parent header. If a banner says "Set aside for put-back", those SKUs were fulfilled externally — physically remove them, don't pack them (see put-back). A Cancel button here voids the whole pack (it shows as Cancelled in History).

Verify each item by scanning it

Select Box. Once everything's verified, choose a box. When a Packing automation rule matched, its box shows as Recommended (no rule → no recommendation, pick manually). Each box shows its dimensions and max weight; you can add a box on the fly if nothing fits.

Selecting a box size

Label. The final screen resolves the order's shipping method to a postage type (a banner shows whether it came from a manual override, an automation rule, or the channel mapping), shows the chosen box, and displays the shipping address (with an Edit Address option). Press Generate Label to fetch a live rate and buy the label; the label then auto-prints, with Print Label / Download Label available, and Complete Packing closes the pack.

The Shipping Label screen, with the Generate Label button

The $100 rate gate

If the fetched rate is at or under $100 the label auto-generates. Above $100 (or if no rate comes back), it stops on a warning — "This exceeds the $100 auto-approval threshold. Please confirm before generating" — and you must press Generate Label again to confirm before it buys.

History

The History tab is a read-only log of pack records, filterable by status (All / In Progress / Completed / Cancelled).

Pack Order history

Each row shows the order, customer, status (In Progress, Completed, or Cancelled), the item progress (verified / total), who packed it, the tracking number, and when it started.

Box Sizes

Box Sizes → /fulfillment/box-sizes. The catalog of boxes available for packing, per client. This is what the pack workflow reads when it recommends a box.

Box Sizes catalog

Each box has a name, its dimensions (length × width × height, in inches), an optional max weight (in oz), and an active/inactive status. Add Box Size creates one for the pinned client. Existing boxes can be edited, copied (handy for cloning to another client), or deactivated. Viewing all clients at once groups the boxes by client.

Adding a box size

Packing Stations

Stations → /fulfillment/packing-stations. The physical stations where orders get packed, and the printer wired to each one.

Packing Stations

Each station lists its name, warehouse, zone, and printer (or "Not configured" if none is wired up yet), along with an active/inactive status. Add Station creates one; existing stations can be edited or deactivated.

Adding a packing station

Bulk Ship

Bulk Ship → /fulfillment/bulk-ship. A faster path when a lot of orders are identical. The system automatically finds groups of orders that share the exact same SKU composition (2 or more allocated orders with the same items), so you can pick, box, and label them together instead of one at a time.

Each group shows its line items and how many orders it covers, with a Start button to open a session. A session already underway appears at the top with a Resume button. When there are no matching orders, the page reads "No identical order groups found."

A group with a kit parent carries a Kit badge. A bulk-ship session (PICKING → PACKING → LABELING → COMPLETED) runs through three steps:

Pick Items. Scan the shared items (or use the manual Pick button) across all the grouped orders. A progress bar and a pick-list table (bin + zone, SKU, lot, expected barcode, picked / expected) track each line to done.

Select Box. Choose one box for the whole batch — "This box size will be used for all N orders." Only active boxes appear; if none are configured, a message tells you to add them on the Box Sizes page first.

Labels. Generate All Labels — each order buys with its own shipping-method mapping. You get N labels generated with Print All / Download PDF; any failures collect in a Failed Orders block with Retry Failed. Complete Bulk Ship stays disabled until every label succeeds; Cancel Session aborts.

On this page