Shipping packages – automatic action examples

Shipping packages is one of the most common activities performed using automatic actions. You can set up the system so that after generating a label, it is immediately printed or other arbitrary actions are performed, which will significantly speed up and facilitate order fulfillment.

Shipments can be created automatically, e.g., when an order is in a specific status, based on product dimensions in the order, or depending on the selected delivery method.

Using a personal event

One option is to generate labels using a personal event – a specially created button. It will be available in the order list, order card, and in the PickPack Assistant.

Using this solution, you’ll have full control over the shipping process – the label configured in the automation will only be generated when the appropriate button is clicked.

1. Start by adding personal events, which are buttons you’ll use to create packages. Go to the Orders → Automatic actions → Personal events section.
2. Click the +Add personal event button.
   Each custom event can be triggered via a button, keyboard shortcut, and/or barcode. Here you’ll assign and configure all these options. For the button, you have the option to choose its icon, color, displayed text, and define in which system locations the button will be visible.

   
3. Depending on your needs, you can create any number of buttons. In subsequent steps, you’ll assign automation to each button.
4. Create automatic actions for each personal event (Orders → Automatic actions → +Add automatic action). In this example, these actions will create shipments, print labels, and change order status.
5. As the Event, select the created personal event. Created personal events can be found at the bottom of the event list.
   Since the automation will be triggered manually (via button, keyboard shortcut, or after scanning a barcode), there’s no need to add conditions.

6. Select the actions to be performed:
   • Create shipment – select the carrier and appropriately define the parameters of the package to be created. Also change the Stop after failure option to Yes. This way, if errors occur, further actions will not be executed;
   • Print document – select the document (in this case Newest label or All labels, depending on how many labels your automation generates) and the printer on which it will be printed;
   • Change status.
7. Save the automatic action. Similarly, you can create automations for other personal events.

For orders in a selected status

You can also create an automation that will generate shipments without employee involvement, for orders meeting specific criteria.

1. Add a new automatic action (Orders → Automatic actions → +Add automatic action).
2. As the Event, select Status has been set and decide for orders in which status the label should be generated.
   To implement such a scenario, it’s worth creating automations that separate orders based on delivery method beforehand. Instructions on how to do this can be found in our article: Order separation – automatic action examples.

3. Add conditions, such as: Order has been packed and/or Best fit cardboard. If you’re not separating orders by delivery method, also add the Shipping method condition.
   Conditions related to the PickPack Assistant will apply only when the order contains exclusively products linked to the Base inventory and all their dimensions are correctly filled. You must also add boxes in advance in the Orders → Settings → Picking/packing tab.

4. Add the shipment creation action (Create package). Remember to select the appropriate carrier and set the right parameters, such as package dimensions or weight.
5. As in the previous example, you can also add an action to print the label and/or change the order status.
6. A separate automation must be created for each box and carrier.

Based on total product weight in the order

You can also create shipments automatically based on the total weight of products purchased within an order. This is particularly helpful, for example, when shipping very heavy packages that you want to send via a specific carrier.

1. Create an automatic action (Orders → Automatic actions → +Add automatic action) with an event like Status has been set or Order has been packed.
2. Add the Products weight condition and enter the range.
3. Choose the Create package action and appropriately set its parameters.
4. You can also add other actions to be performed, such as printing the label or changing the order status.

Allegro shipments with declared package count

Depending on Allegro delivery settings, information about the declared number of packages is retrieved for each order, which represents the number of shipments in which the order will be sent. You can check this value in the Additional information on the order card, after clicking the Allegro transaction number.

Base can automatically create the appropriate number of labels depending on the declared package count.

1. Create a new automatic action (Orders → Automatic actions → +Add Automatic Action) with an event like The delivery option form has been downloaded (Allegro/eBay).
2. Choose the condition Allegro – declared number of packages and enter the range.
3. Create the Create package action, selecting the appropriate courier integration. Indicate all parameters, including shipment weight and dimensions.
4. Depending on the number of packages to be created by the automatic action, add parameters for subsequent packages using the +Another subpackage button.
5. If you will be adding further actions, we recommend using the Stop after failure: Yes option.