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Warehouse productivity, package stock and shipping rule actions

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Written by Hayko

Warehouse productivity, package stock and shipping rule actions

These workflows are available in PortalX. They are not QrX app workflows and do not depend on a phone-app release.

Warehouse productivity

Open Settings, Warehouse, Warehouse productivity. Choose a warehouse, picking or packing, dates (up to 31 days) and hourly or daily buckets. Dates use the warehouse time zone, or your profile time zone for all warehouses. The People view needs both the individual permission and the privacy switch, and you can select a person to filter. Work cycles shows start, physical ready and successful completion, and you scroll for more rows. Export CSV needs its own permission.

Pause recorded work before a break. A station lock pauses it too, but unlocking does not resume it: choose Resume recorded work. A role administrator can use the Warehouse Manager template, review its four grants, save it and assign it explicitly. Warehouse assignments stay unchanged. Agree an appropriate basis for employee monitoring before you enable individual figures. Repacking adds a cycle, not a second unique order. Missing warehouse evidence is excluded for warehouse-restricted users.

Recorded work excludes pauses, releases and carrier wait. Open intervals can include idle time. Rates include only complete cycles with reliable timing inside the bucket, and missing measurements stay blank.

A box that is also stock

On a package preset you can link one stock item. When a packer completes an order with that preset, QrX books one piece out of stock. The shipping label still prints if that stock write fails. The order amount and the payment status stay as they were.

Warehouse rule actions

A shipping rule can mark an order urgent, snooze it until a time, move it to a warehouse, assign one picker, advise a package preset, or choose a label or packing printer. These actions do not change the amount or the payment status. A printer must already be saved on one of your pack stations. Shipping rules are configured in PortalX and need Manage Rules. Package presets need access to the pack station, and changing pack station setup needs Manage printing.

Cheapest method

Add the action "Use cheapest method" only when you want QrX to choose. QrX prices each active method from your price book and keeps the lowest charged price. It does not call the carrier while it compares. A method on your own carrier contract is skipped, because QrX has no price for it. You can limit the comparison to a list of method ids. If none of the methods has a price, the order keeps the method it already had. The loss check that runs after shipping rules still runs on the chosen method.

Create shipping labels in advance

Create shipping labels in advance buys the carrier label for every parcel of the order a few seconds after the order is created, so the pack station only reprints it. Put it after the shipping method action. Orders that are not eligible, for example without a shipping method, already labelled, cancelled or split into several shipments, get their label at the pack station as before. On a channel managed by a fulfilment partner the label is bought on the partner's carrier contract. If the carrier refuses the label, the order shows the carrier error and no second label is bought automatically.

If something does not work

  • If the box stock booking fails, the label still prints. Correct the stock from Warehouse, and do not buy the label again.

  • If a rule names a printer that is no longer saved on a pack station, save a working printer on the station and select that printer in the rule.

  • If no active method has a price, the order keeps its current shipping method. Add a price-book rate or choose the method yourself. Methods on your own carrier contract are not compared.

  • If the carrier refuses a label that was bought in advance, the order shows the carrier error. Fix the cause (for example the address) and reprint the label from Transactions. QrX never buys a second label by itself.

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