{"id":1212,"date":"2020-02-25T09:29:57","date_gmt":"2020-02-25T17:29:57","guid":{"rendered":"https:\/\/www.logiwa.com\/?p=1212"},"modified":"2025-05-02T06:43:18","modified_gmt":"2025-05-02T13:43:18","slug":"shipment-rule-automation","status":"publish","type":"post","link":"https:\/\/www.logiwa.com\/blog\/shipment-rule-automation","title":{"rendered":"Shipping Automation"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;section&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_row admin_label=&#8221;row&#8221; _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; width=&#8221;auto&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_text ul_item_indent=&#8221;30px&#8221; admin_label=&#8221;Text&#8221; _builder_version=&#8221;4.22.2&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h2>4 Things To Know When Adding Shipment Rule Automation to Your Warehouse<\/h2>\n<p>Shipment rule automation: three words that together can have a huge business impact. If you\u2019re planning to introduce shipment automation software into your warehouse, this article is for you.<\/p>\n<p><!-- Table of Contents --><!--more--><\/p>\n<div class=\"blog-toc\">\n<p>Contents<\/p>\n<ul>\n<li><a href=\"#1\" rel=\"noopener\">What Is Shipping Automation?<\/a><\/li>\n<li><a href=\"#2\" rel=\"noopener\">How Does Shipment Rule Automation Work?<\/a><\/li>\n<li><a href=\"#3\" rel=\"noopener\">What Are the Most Popular Types of Shipping Automation Rules?<\/a><\/li>\n<li><a href=\"#4\" rel=\"noopener\">What Specific Problems Does Shipping Automation Solve?<\/a><\/li>\n<\/ul>\n<\/div>\n<p>Let\u2019s dive in.<\/p>\n<h2 id=\"1\">What Is Shipping Automation?<\/h2>\n<p>First, let\u2019s define shipping. Shipping is the process of preparing, packaging, and loading products for placement onto an outbound truck for delivery to a customer.<\/p>\n<p><a href=\"https:\/\/www.logiwa.com\/blog\/negotiating-shipping-rates\" rel=\"noopener\">The shipping process<\/a> includes everything from choosing which carrier to use to preparing the correct documentation to <a href=\"\/blog\/label-printing-high-volume-warehouses\" rel=\"noopener\">printing the shipping label<\/a>.<\/p>\n<p>As you can see, there are a lot of steps involved in shipping. More specifically, there are a lot of <i>decisions <\/i>involved in the shipping process. And whenever decisions come into play there is the potential for all sorts of complications.<\/p>\n<p>Workers have to make judgement calls and strike a balance between efficiency (following a predetermined system) and protecting business value (inspecting products or adding elements like insurance).<\/p>\n<p>Even if workers are trained on when to deviate from the standard procedure (e.g., purchase insurance if the value of a product exceeds $200 or call a shipping manager for a pre-shipment inspection for items over $2,000 in value), it still takes time to assess each situation.<\/p>\n<p>And in the <a href=\"https:\/\/www.logiwa.com\/solutions\/connected-ecommerce-fulfillment-platform\">ecommerce<\/a> fulfillment business, where every delay can impact <a href=\"\/blog\/best-customer-experience-in-peak-season\" rel=\"noopener\">customer satisfaction<\/a> and <a href=\"\/blog\/warehouse-labor-planning\" rel=\" noopener\">labor costs<\/a>, these extra steps and decisions add up.<\/p>\n<p>Shipment rule automation assigns the lion\u2019s share of these tasks to your shipping software. For instance, if you\u2019ve decided that all items valued over $200 require insurance, the software will automatically execute this task in the system. A worker does not need to scan the order, find the order value, and purchase the insurance. It\u2019s completed automatically.<\/p>\n<h2 id=\"2\">How Does Shipment Rule Automation Work?<\/h2>\n<p>The logic of shipment rule automation is \u201cif\/then\u201d statements.<\/p>\n<p><strong><i>If <\/i><\/strong>the value of a product exceeds $200, <strong><i>then <\/i><\/strong>purchase insurance from the carrier.<\/p>\n<p>The \u201cif\u201d statement serves as the condition (the evaluation and decision-making process an employee would need to make) while the \u201cthen\u201d statement serves as the action the worker would have taken.<\/p>\n<p>Fortunately, warehouse managers don\u2019t need to code these systems and logic statements into their <a href=\"\/\" rel=\"noopener\">warehouse management systems (WMS)<\/a> themselves. Instead, their shipping automation software presents a user-friendly settings page where they can use checklists, drop down menus, and fields to select the conditions and actions for their shipment rules.<\/p>\n<p>In most shipping automation tools, rules are executed based on a hierarchy. If there are multiple rules, the rules are executed in sequence. When applicable, rules higher up on the list override rules lower on the list.<\/p>\n<h2>What Are the Most Popular Types of Shipping Automation Rules?<\/h2>\n<p>Warehouse managers use several shipping rules to streamline their operations. The following are some of the actions (the \u201cthen\u201d portion of the \u201cif\/then\u201d statement) that warehouse operators assign to their shipping automation rules.<\/p>\n<table style=\"border-color: #99acc2; border-collapse: collapse; table-layout: fixed;\">\n<tbody>\n<tr>\n<td style=\"padding: 4px;\"><strong>Action<\/strong><\/td>\n<td style=\"padding: 4px;\"><strong>Description<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 4px;\">Add customer tags<\/td>\n<td style=\"padding: 4px;\">Assign identifiers to specific orders. For instance, a customer may be a VIP member of your eCommerce store, which qualifies them for free shipping or a reduced rate.<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 4px;\">Add order tags<\/td>\n<td style=\"padding: 4px;\">Assign product identifiers to specific orders. For instance, you may want to tag orders as \u201cFragile\u201d or \u201cHeavy\u201d based on specific criteria.<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 4px;\">Add to order weight<\/td>\n<td style=\"padding: 4px;\">Assign a weight to your order based on your previous shipping history (e.g., you\u2019ve shipped that same product multiple times in the past).<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 4px;\">Assign category<\/td>\n<td style=\"padding: 4px;\">If you want to divide your products into different categories (e.g., carrier categories, holiday promotion orders) you can set an action to assign categories based on predetermined criteria.<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 4px;\">Assign to user<\/td>\n<td style=\"padding: 4px;\">If one account has multiple users, this action automates the process of selecting the right user.<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 4px;\">Break out &amp; split by <a href=\"\/blog\/manage-inventory-with-sku\" rel=\"noopener\">SKU<\/a><\/td>\n<td style=\"padding: 4px;\">Suppose a customer orders multiple items, but one of the items in the order (identified by the <a href=\"\/blog\/5-reason-why-sku-barcodes\" rel=\"noopener\">SKU<\/a>) needs to be shipped individually. This action will ensure that item or SKU is separated from the original order mix and shipped separately. This action results in two orders at minimum.<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 4px;\">Clear order<\/td>\n<td style=\"padding: 4px;\">Used to identify old orders that have been accidentally re-downloaded and can be automatically deleted.<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 4px;\">Create scan-based return label for outbound shipment<\/td>\n<td style=\"padding: 4px;\">A highly useful and common shipment automation rule that makes it easy for e-retailers to prep packages for shipment.<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 4px;\">Set <a href=\"\/blog\/warehouse-packing-slip\" rel=\" noopener\">packing slip template<\/a><\/td>\n<td style=\"padding: 4px;\">If you don\u2019t want to customize your packing slips, your shipping automation tool can automatically generate one for you.<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 4px;\">Set shipping preset<\/td>\n<td style=\"padding: 4px;\">You can automatically assign a specific configuration (e.g., carrier, service type) based on predetermined criteria.<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 4px;\">Set saved recipient billing<\/td>\n<td style=\"padding: 4px;\">Assign the appropriate billing method to the package based on the recipient\u2019s account details.<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 4px;\">Set saved third-party billing<\/td>\n<td style=\"padding: 4px;\">If someone other than your company or the recipient will be paying for the shipment, you can automatically assign those account details to the order.<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 4px;\">Set ship from address<\/td>\n<td style=\"padding: 4px;\">If you have multiple warehouses and would like orders to be processed from a specific location, you can automatically assign packages to be shipped from one of your facilities.<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 4px;\">Set shipment insurance based on pre-determined amount<\/td>\n<td style=\"padding: 4px;\">If you want all purchases worth more than a predetermined amount to have insurance, this action is helpful.<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 4px;\">Set shipment insurance based on order total<\/td>\n<td style=\"padding: 4px;\">In this case, purchasing insurance doesn\u2019t depend on the value of individual items but on the total value of all items in a specific order. This is a perfect example of how shipment rule automation optimizes the shipping process and limits the amount of decision-making warehouse workers have to do.<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 4px;\">Split order items<\/td>\n<td style=\"padding: 4px;\">If orders can\u2019t fit into one package or need to be handled separately, this action can help automate the process of splitting out order items based on predetermined criteria (e.g., dimensional size of all the items in the order).<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2 id=\"4\">What Specific Problems Does Shipping Automation Solve?<\/h2>\n<p>&nbsp;<\/p>\n<p>It isn\u2019t difficult for warehouse managers to present the business case for shipping automation technology to executives. Shipment rule automation delivers benefits that directly affect a warehouse business\u2019s top and bottom lines.<\/p>\n<p><!-- In-Page Optin Box --><\/p>\n<p class=\"in-content-optin\"><strong>FREE DOWNLOAD:<\/strong> Before you read further, download our <a href=\"\/resources\/templates\/packing-slip-excel-template\" target=\"_blank\" rel=\"noopener\">Packing Slip Excel Template<\/a> and start printing your packing lists today.<\/p>\n<h3>Increased Capacity to Win and\u00a0 Manage New Business<\/h3>\n<p>Inefficient processes hurt more than your bottom line. They hurt your top line &#8211; your revenues and gross sales &#8211; as well.<\/p>\n<p>A poor quality of in-house systems hinders your ability to take on new customers or pitch your services to others.<\/p>\n<p>In some cases, companies can work around this by winning the business first and figuring it out later. But this is a bad idea. Hastily implementing new technology to please one customer may be a suitable short-term fix, but it can cause issues in the long term. Consider how a hasty capital investment in a conveyor belt system may not be a good long-term investment based on the existing customer base, for example.<\/p>\n<p>In other cases, companies take on the work and fail to meet the expected service level. This not only damages the relationship with the new customer, it negatively impacts the company\u2019s reputation in the <a href=\"\/blog\/category\/marketplace\">marketplace <\/a><i>and <\/i>potentially alienates their current customer base whose service levels may have suffered.<\/p>\n<p>The smarter option is proactive, carefully planned changes that enable your business to increase its customer base without overloading its systems. A shipment rule automation tool does this by making it faster and easier to prep and ship items for more brands to a greater volume of customers.<\/p>\n<h3>Helps Warehouse Managers Prioritize Their Time<\/h3>\n<p>&nbsp;<\/p>\n<p>It\u2019s impossible for every outgoing package to be closely scrutinized by warehouse employees. While processes are put in place to catch as many deficiencies as possible in the least amount of time, There are some instances where a warehouse manager or shipping manager wants to take a final look before a product goes out the door. For instance, a supervisor may want to sign off on a high-value item before it leaves the warehouse to ensure the order is accurate and undamaged.<\/p>\n<p>Shipment rule automation makes it easier to flag these exceptions. Warehouse workers do not need to individually assess whether an item is valuable enough to call a supervisor&#8211;the\u00a0 system automatically flags the item, prompting warehouse workers to set it aside for final inspection.<\/p>\n<p>This automation rule doesn\u2019t only apply to expensive items. Shipping managers may also want to inspect items that are fragile or that have special handling requirements. Whatever the prerequisite is, identifying it is left to the software, not the warehouse worker.<\/p>\n<h3>Keeps Your Inventory Levels Healthy<\/h3>\n<p>The longer you hang on to inventory, the more money you spend taking care of it. Getting your products out the door as quickly and accurately as possible limits the inventory on your books, keeping your inventory levels (and your cash flow!) healthy.<\/p>\n<p>Shipment rule automation also keeps your <a href=\"\/blog\/safety-stock\" rel=\" noopener\">inventory safe<\/a>. The longer your inventory sits around unsecured &#8211; like in a staging area waiting to be prepped and packed for shipping &#8211; the higher the chances of spoilage, damage, loss, and theft. A shipment rule automation system limits the length of time valuable goods spend in limbo. Once an item leaves inventory, you want it on a truck to your customers.<\/p>\n<h3>Improves Shipping Times<\/h3>\n<p>eCommerce companies can\u2019t afford to drag their heels when it comes to shipping. Customers expect three-day shipping at most and same-day shipping at the least. As a result, a delayed\u00a0 delivery due to a cumbersome shipping process is not ideal.<\/p>\n<p>If you\u2019re a <a href=\"https:\/\/www.logiwa.com\/industries\/cloud-3pl-software\" rel=\" noopener\">3PL<\/a>, tidying up your shipping process is essential because your customers rely on you to use best shipping practices in your operation. Failing to use the latest tools to streamline your shipping processes can cost you one customer at best and your reputation at worst.<\/p>\n<h3><a href=\"\/blog\/dropshipping\" rel=\"noopener\">Streamlines Dropshipping Operations<\/a><\/h3>\n<p>As the world gets smaller and internet penetration rates increase, dropshipping has become an incredibly popular business model. But there are challenges when it comes to managing a dropshipping operation.<\/p>\n<p>One of the biggest challenges is transferring incoming orders to your wholesaler\u2019s <a href=\"https:\/\/www.logiwa.com\/industries\/fulfillment-network-solutions\">order fulfillment software<\/a>. When you\u2019re managing a low volume of dropshipping orders, this isn\u2019t a problem. When you have an influx of customers, manually transferring addresses can grind your fulfillment to a halt.<\/p>\n<p>Shipping automation tools also offer order splitting for cases where one customer\u2019s order includes multiple products from different vendors. The order is split up and each item is pushed to the appropriate vendor. They are fulfilled separately, but they both ultimately arrive at the same customer.<\/p>\n<p>Dropshippers can focus on marketing and selling products while the shipping automation tool takes care of the rest.<\/p>\n<p>&nbsp;[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; width=&#8221;auto&#8221; custom_margin=&#8221;15px|auto|15px|auto|false|false&#8221; custom_css_main_element=&#8221;.hbspt-form .legal-consent-container a {||    color: white !important;||}&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; global_module=&#8221;26788&#8243; theme_builder_area=&#8221;post_content&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_stops=&#8221;#481a96 0%|#200741 100%&#8221; custom_padding=&#8221;15px|35px|15px|35px|true|true&#8221; border_radii=&#8221;on|10px|10px|10px|10px&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_text _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; header_3_text_color=&#8221;#ffffff&#8221; header_3_font_size=&#8221;30px&#8221; header_3_font_size_tablet=&#8221;30px&#8221; header_3_font_size_phone=&#8221;20px&#8221; header_3_font_size_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h3 style=\"text-align: center;\">Request a free demo to learn more about Logiwa WMS.<\/h3>\n<p>[\/et_pb_text][et_pb_code _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; text_orientation=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<script charset=\"utf-8\" type=\"text\/javascript\" src=\"\/\/js.hsforms.net\/forms\/embed\/v2.js\"><\/script><!-- [et_pb_line_break_holder] --><script><!-- [et_pb_line_break_holder] -->  hbspt.forms.create({<!-- [et_pb_line_break_holder] -->    portalId: \"3469233\",<!-- [et_pb_line_break_holder] -->    formId: \"350e3ad2-eb09-46b1-9079-3f728ec2c0ea\",<!-- [et_pb_line_break_holder] -->    region: \"na1\"<!-- [et_pb_line_break_holder] -->  });<!-- [et_pb_line_break_holder] --><\/script>[\/et_pb_code][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=&#8221;row&#8221; _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; width=&#8221;auto&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221; locked=&#8221;off&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_text _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h3>Helps Reduce Some of The Most Common Shipping Errors<\/h3>\n<p>According to Pitney Bowes, the global mail technology company, a <a href=\"https:\/\/www.pitneybowes.com\/us\/shipping-and-mailing\/case-studies\/six-common-shipping-mistakes.html\" target=\"_blank\" rel=\"nofollow noopener\">poor shipping workflow<\/a> can lead to several common &#8211; and costly &#8211; shipping errors. Many of these can be prevented with shipment rule automation, including:<\/p>\n<ul>\n<li><strong>Choosing the wrong mail class:<\/strong> If your company chooses the wrong mail class (e.g., the United States Postal Service\u2019s <a href=\"\/blog\/priority-mail\">Priority Mail<\/a> versus First Class Mail), you\u2019ll wind up underpaying and having the shipment returned or overpaying and losing money over the long term. Shipment rule automation helps you set rules that select the mail class based on the product\u2019s weight.<\/li>\n<li><strong>Not taking dimensional weight pricing into consideration: <\/strong>Most carriers now include dimensional weight pricing in their pricing models. Shippers who don\u2019t take this into consideration can make costly mistakes. Shipping automation removes this responsibility from warehouse workers.<\/li>\n<li><strong>Using the wrong boxes: <\/strong>Choosing an unnecessarily large box is often considered a harmless mistake. But larger boxes cost the warehouse money and these costs add up over time. Plus, dimensional weight pricing means the shipping price will go up, too. Shipment rule automation can direct warehouse workers to choose a specific <i>type<\/i> of box, rather than engage in guesswork.<\/li>\n<\/ul>\n<h2>Introducing Shipment Rule Automation is a Relatively Small Change With Big Impact<\/h2>\n<p>When people think of supply chain automation, they envision expensive robots, conveyor belts, and guided vehicles. But there are other ways to introduce automation into your warehouse without incurring huge upfront costs. Implementing automation software with shipment rule automation reduces decision making and manual intervention and gets your products to your customers quicker and\u00a0 more cost-effectively.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; disabled_on=&#8221;off|off|off&#8221; module_class=&#8221;recommended-content-callout&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_direction=&#8221;0deg&#8221; background_color_gradient_stops=&#8221;#6717cd 0%|#2d6ef9 100%&#8221; background_color_gradient_start=&#8221;#63a2d9&#8243; background_color_gradient_end=&#8221;#3469b2&#8243; custom_margin=&#8221;0px||0px||false|false&#8221; custom_padding=&#8221;30px|30px|50px|30px|false|false&#8221; border_radii=&#8221;on|12px|12px|12px|12px&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_vertical=&#8221;0px&#8221; box_shadow_blur=&#8221;10px&#8221; box_shadow_color=&#8221;rgba(74,75,109,0.09)&#8221; saved_tabs=&#8221;all&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; custom_margin=&#8221;||20px||false|false&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; header_2_text_align=&#8221;center&#8221; header_2_text_color=&#8221;#FFFFFF&#8221; header_2_line_height=&#8221;32px&#8221; custom_margin=&#8221;||0px||false|false&#8221; custom_padding=&#8221;||0px||false|false&#8221; custom_css_main_element=&#8221;text-align: center !important;&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h2 class=\"animated growIn slower go\" data-id=\"1\">Make high-volume order fulfillment your competitive advantage<\/h2>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_3,1_3,1_3&#8243; use_custom_gutter=&#8221;on&#8221; gutter_width=&#8221;2&#8243; make_equal=&#8221;on&#8221; module_class=&#8221;blog-callout-tiles&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_column type=&#8221;1_3&#8243; module_class=&#8221;three-pl&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#FFFFFF&#8221; custom_padding=&#8221;30px|10px|60px|10px|false|false&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_vertical=&#8221;13px&#8221; box_shadow_blur=&#8221;30px&#8221; box_shadow_color=&#8221;rgba(74,75,109,0.37)&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_text _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; header_3_text_align=&#8221;center&#8221; header_3_text_color=&#8221;#413885&#8243; text_orientation=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h3 style=\"text-align: center;\">3PL<\/h3>\n<p>Cloud 3PL software for high-volume fulfillment excellence<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p class=\"more\"><a class=\"read-more\" href=\"https:\/\/www.logiwa.com\/industries\/cloud-3pl-software\">Cloud 3PL<br \/>Warehouse Software<\/a><\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; module_class=&#8221;warehouse-management&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#FFFFFF&#8221; custom_padding=&#8221;30px|10px|60px|10px|false|false&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_vertical=&#8221;13px&#8221; box_shadow_blur=&#8221;30px&#8221; box_shadow_color=&#8221;rgba(74,75,109,0.37)&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_text _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; header_3_text_align=&#8221;center&#8221; header_3_text_color=&#8221;#413885&#8243; text_orientation=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h3 style=\"text-align: center;\">Warehouse Management<\/h3>\n<p>Modern WMS cloud fulfillment powers a modern experience<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p class=\"more\"><a class=\"read-more\" href=\"https:\/\/www.logiwa.com\/solutions\/digital-warehouse-management-software\">Cloud Warehouse Management Software<\/a><\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; module_class=&#8221;inventory-management&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#FFFFFF&#8221; custom_padding=&#8221;30px|10px|60px|10px|false|false&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_vertical=&#8221;13px&#8221; box_shadow_blur=&#8221;30px&#8221; box_shadow_color=&#8221;rgba(74,75,109,0.37)&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_text _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; header_3_text_align=&#8221;center&#8221; header_3_text_color=&#8221;#413885&#8243; text_orientation=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h3 style=\"text-align: center;\">Inventory Management<\/h3>\n<p>Improve your inventory across your supply chain.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p class=\"more\"><a class=\"read-more\" href=\"https:\/\/www.logiwa.com\/industries\/ecommerce-inventory-management-software\">Cloud Inventory Management Software<\/a><\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>4 Things To Know When Adding Shipment Rule Automation to Your Warehouse Shipment rule automation: three words that together can have a huge business impact. If you\u2019re planning to introduce shipment automation software into your warehouse, this article is for you. Contents What Is Shipping Automation? How Does Shipment Rule Automation Work? What Are the [&hellip;]<\/p>\n","protected":false},"author":29,"featured_media":9726,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"Shipment rule automation: three words that together can have a huge business impact. If you\u2019re planning to introduce shipment automation software into your warehouse, this article is for you.\r\n\r\n<!--more-->\r\n<div class=\"blog-toc\">\r\n\r\nWe\u2019ll answer some common questions to help you get the ball rolling.\r\n<ol>\r\n \t<li>What is shipping automation?<\/li>\r\n \t<li>What does shipment automation rules work?<\/li>\r\n \t<li>What are the most popular types of shipping rules?<\/li>\r\n \t<li>What problems does shipping automation solve?<\/li>\r\n<\/ol>\r\n<\/div>\r\nLet\u2019s dive in.\r\n<h2>What Is Shipping Automation?<\/h2>\r\nFirst, let\u2019s define shipping. Shipping is the process of preparing, packaging, and loading products for placement onto an outbound truck for delivery to a customer.\r\n\r\n<a href=\"\/blog\/negotiating-shipping-costs\" rel=\"noopener\">The shipping process<\/a> includes everything from choosing which carrier to use to preparing the correct documentation to <a href=\"\/blog\/label-printing-high-volume-warehouses\" rel=\"noopener\">printing the shipping label<\/a>.\r\n\r\n<a href=\"https:\/\/www.logiwa.com\/resources\/guide\/label-printing-high-volume-warehouses\" rel=\" noopener\"><img style=\"width: 1200px;\" src=\"https:\/\/f.hubspotusercontent30.net\/hubfs\/3469233\/Website%20Assets\/Blog\/Label%20Printing.png\" alt=\"Label Printing\" width=\"1200\" \/><\/a>\r\n\r\nAs you can see, there are a lot of steps involved in shipping. More specifically, there are a lot of <i>decisions <\/i>involved in the shipping process. And whenever decisions come into play there is the potential for all sorts of complications.\r\n\r\nWorkers have to make judgement calls and strike a balance between efficiency (following a predetermined system) and protecting business value (inspecting products or adding elements like insurance).\r\n\r\nEven if workers are trained on when to deviate from the standard procedure (e.g., purchase insurance if the value of a product exceeds $200 or call a shipping manager for a pre-shipment inspection for items over $2,000 in value), it still takes time to assess each situation.\r\n\r\nAnd in the <a href=\"\/ecommerce-warehouse-management-system\" rel=\" noopener\">eCommerce<\/a> fulfillment business, where every delay can impact <a href=\"\/blog\/data-customer-experience\" rel=\"noopener\">customer satisfaction<\/a> and <a href=\"\/blog\/warehouse-labor-planning\" rel=\" noopener\">labor costs<\/a>, these extra steps and decisions add up.\r\n\r\nShipment rule automation assigns the lion\u2019s share of these tasks to your shipping software. For instance, if you\u2019ve decided that all items valued over $200 require insurance, the software will automatically execute this task in the system. A worker does not need to scan the order, find the order value, and purchase the insurance. It\u2019s completed automatically.\r\n<h2>How Does Shipment Rule Automation Work?<\/h2>\r\nThe logic of shipment rule automation is \u201cif\/then\u201d statements.\r\n\r\n<strong><i>If <\/i><\/strong>the value of a product exceeds $200, <strong><i>then <\/i><\/strong>purchase insurance from the carrier.\r\n\r\nThe \u201cif\u201d statement serves as the condition (the evaluation and decision-making process an employee would need to make) while the \u201cthen\u201d statement serves as the action the worker would have taken.\r\n\r\nFortunately, warehouse managers don\u2019t need to code these systems and logic statements into their <a href=\"\/\" rel=\"noopener\">warehouse management systems (WMS)<\/a> themselves. Instead, their shipping automation software presents a user-friendly settings page where they can use checklists, drop down menus, and fields to select the conditions and actions for their shipment rules.\r\n\r\nIn most shipping automation tools, rules are executed based on a hierarchy. If there are multiple rules, the rules are executed in sequence. When applicable, rules higher up on the list override rules lower on the list.\r\n<div id=\"integrations\" class=\"dark-blue-bg\">\r\n<div class=\"container\">\r\n<div class=\"row\">\r\n<div class=\"col-md-9 mx-auto\" align=\"center\">\r\n<div class=\"integrations-intro\">\r\n<div class=\"animatedParent\" data-sequence=\"500\"><\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n<div class=\"row\">\r\n<div class=\"col-lg-4 col-md-6\">\r\n<div class=\"animatedParent\">\r\n<div class=\"integration-box animated growIn go\">\r\n\r\n<span style=\"color: #333333; font-size: 26px;\">What Are the Most Popular Types of Shipping Automation Rules?<\/span>\r\n\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\nWarehouse managers use several shipping rules to streamline their operations. The following are some of the actions (the \u201cthen\u201d portion of the \u201cif\/then\u201d statement) that warehouse operators assign to their shipping automation rules.\r\n<table style=\"border-color: #99acc2; border-collapse: collapse; table-layout: fixed;\">\r\n<tbody>\r\n<tr>\r\n<td style=\"padding: 4px;\"><strong>Action<\/strong><\/td>\r\n<td style=\"padding: 4px;\"><strong>Description<\/strong><\/td>\r\n<\/tr>\r\n<tr>\r\n<td style=\"padding: 4px;\">Add customer tags<\/td>\r\n<td style=\"padding: 4px;\">Assign identifiers to specific orders. For instance, a customer may be a VIP member of your eCommerce store, which qualifies them for free shipping or a reduced rate.<\/td>\r\n<\/tr>\r\n<tr>\r\n<td style=\"padding: 4px;\">Add order tags<\/td>\r\n<td style=\"padding: 4px;\">Assign product identifiers to specific orders. For instance, you may want to tag orders as \u201cFragile\u201d or \u201cHeavy\u201d based on specific criteria.<\/td>\r\n<\/tr>\r\n<tr>\r\n<td style=\"padding: 4px;\">Add to order weight<\/td>\r\n<td style=\"padding: 4px;\">Assign a weight to your order based on your previous shipping history (e.g., you\u2019ve shipped that same product multiple times in the past).<\/td>\r\n<\/tr>\r\n<tr>\r\n<td style=\"padding: 4px;\">Assign category<\/td>\r\n<td style=\"padding: 4px;\">If you want to divide your products into different categories (e.g., carrier categories, holiday promotion orders) you can set an action to assign categories based on predetermined criteria.<\/td>\r\n<\/tr>\r\n<tr>\r\n<td style=\"padding: 4px;\">Assign to user<\/td>\r\n<td style=\"padding: 4px;\">If one account has multiple users, this action automates the process of selecting the right user.<\/td>\r\n<\/tr>\r\n<tr>\r\n<td style=\"padding: 4px;\">Break out & split by <a href=\"\/blog\/manage-inventory-with-sku\" rel=\"noopener\">SKU<\/a><\/td>\r\n<td style=\"padding: 4px;\">Suppose a customer orders multiple items, but one of the items in the order (identified by the <a href=\"\/blog\/5-reason-why-sku-barcodes\" rel=\"noopener\">SKU<\/a>) needs to be shipped individually. This action will ensure that item or SKU is separated from the original order mix and shipped separately. This action results in two orders at minimum.<\/td>\r\n<\/tr>\r\n<tr>\r\n<td style=\"padding: 4px;\">Clear order<\/td>\r\n<td style=\"padding: 4px;\">Used to identify old orders that have been accidentally re-downloaded and can be automatically deleted.<\/td>\r\n<\/tr>\r\n<tr>\r\n<td style=\"padding: 4px;\">Create scan-based return label for outbound shipment<\/td>\r\n<td style=\"padding: 4px;\">A highly useful and common shipment automation rule that makes it easy for e-retailers to prep packages for shipment.<\/td>\r\n<\/tr>\r\n<tr>\r\n<td style=\"padding: 4px;\">Set <a href=\"\/blog\/warehouse-packing-slip\" rel=\" noopener\">packing slip template<\/a><\/td>\r\n<td style=\"padding: 4px;\">If you don\u2019t want to customize your packing slips, your shipping automation tool can automatically generate one for you.<\/td>\r\n<\/tr>\r\n<tr>\r\n<td style=\"padding: 4px;\">Set shipping preset<\/td>\r\n<td style=\"padding: 4px;\">You can automatically assign a specific configuration (e.g., carrier, service type) based on predetermined criteria.<\/td>\r\n<\/tr>\r\n<tr>\r\n<td style=\"padding: 4px;\">Set saved recipient billing<\/td>\r\n<td style=\"padding: 4px;\">Assign the appropriate billing method to the package based on the recipient\u2019s account details.<\/td>\r\n<\/tr>\r\n<tr>\r\n<td style=\"padding: 4px;\">Set saved third-party billing<\/td>\r\n<td style=\"padding: 4px;\">If someone other than your company or the recipient will be paying for the shipment, you can automatically assign those account details to the order.<\/td>\r\n<\/tr>\r\n<tr>\r\n<td style=\"padding: 4px;\">Set ship from address<\/td>\r\n<td style=\"padding: 4px;\">If you have multiple warehouses and would like orders to be processed from a specific location, you can automatically assign packages to be shipped from one of your facilities.<\/td>\r\n<\/tr>\r\n<tr>\r\n<td style=\"padding: 4px;\">Set shipment insurance based on pre-determined amount<\/td>\r\n<td style=\"padding: 4px;\">If you want all purchases worth more than a predetermined amount to have insurance, this action is helpful.<\/td>\r\n<\/tr>\r\n<tr>\r\n<td style=\"padding: 4px;\">Set shipment insurance based on order total<\/td>\r\n<td style=\"padding: 4px;\">In this case, purchasing insurance doesn\u2019t depend on the value of individual items but on the total value of all items in a specific order. This is a perfect example of how shipment rule automation optimizes the shipping process and limits the amount of decision-making warehouse workers have to do.<\/td>\r\n<\/tr>\r\n<tr>\r\n<td style=\"padding: 4px;\">Split order items<\/td>\r\n<td style=\"padding: 4px;\">If orders can\u2019t fit into one package or need to be handled separately, this action can help automate the process of splitting out order items based on predetermined criteria (e.g., dimensional size of all the items in the order).<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\n<h2>What Specific Problems Does Shipping Automation Solve?<\/h2>\r\nIt isn\u2019t difficult for warehouse managers to present the business case for shipping automation technology to executives. Shipment rule automation delivers benefits that directly affect a warehouse business\u2019s top and bottom lines.\r\n\r\n<!-- In-Page Optin Box -->\r\n<p class=\"in-content-optin\"><strong>FREE DOWNLOAD:<\/strong> Before you read further, download our <a href=\"\/resources\/templates\/packing-slip-excel-template\" target=\"_blank\" rel=\"noopener\">Packing Slip Excel Template<\/a> and start printing your packing lists today.<\/p>\r\n\r\n<h3>Increased Capacity to Win and\u00a0 Manage New Business<\/h3>\r\nInefficient processes hurt more than your bottom line. They hurt your top line - your revenues and gross sales - as well.\r\n\r\nA poor quality of in-house systems hinders your ability to take on new customers or pitch your services to others.\r\n\r\nIn some cases, companies can work around this by winning the business first and figuring it out later. But this is a bad idea. Hastily implementing new technology to please one customer may be a suitable short-term fix, but it can cause issues in the long term. Consider how a hasty capital investment in a conveyor belt system may not be a good long-term investment based on the existing customer base, for example.\r\n\r\nIn other cases, companies take on the work and fail to meet the expected service level. This not only damages the relationship with the new customer, it negatively impacts the company\u2019s reputation in the <a href=\"\/blog\/search?query=marketplace\" rel=\"noopener\">marketplace<\/a> <i>and <\/i>potentially alienates their current customer base whose service levels may have suffered.\r\n\r\nThe smarter option is proactive, carefully planned changes that enable your business to increase its customer base without overloading its systems. A shipment rule automation tool does this by making it faster and easier to prep and ship items for more brands to a greater volume of customers.\r\n<div id=\"integrations\" class=\"dark-blue-bg\">\r\n<div class=\"container\">\r\n<div class=\"row\">\r\n<div class=\"col-md-9 mx-auto\" align=\"center\">\r\n<div class=\"integrations-intro\">\r\n<div class=\"animatedParent\" data-sequence=\"500\"><\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n<div class=\"row\">\r\n<div class=\"col-lg-4 col-md-6\">\r\n<div class=\"animatedParent\">\r\n<div class=\"integration-box animated growIn go\">\r\n\r\n<span style=\"color: #333333; font-size: 22px;\">Helps Warehouse Managers Prioritize Their Time<\/span>\r\n\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\nIt\u2019s impossible for every outgoing package to be closely scrutinized by warehouse employees. While processes are put in place to catch as many deficiencies as possible in the least amount of time, There are some instances where a warehouse manager or shipping manager wants to take a final look before a product goes out the door. For instance, a supervisor may want to sign off on a high-value item before it leaves the warehouse to ensure the order is accurate and undamaged.\r\n\r\nShipment rule automation makes it easier to flag these exceptions. Warehouse workers do not need to individually assess whether an item is valuable enough to call a supervisor--the\u00a0 system automatically flags the item, prompting warehouse workers to set it aside for final inspection.\r\n\r\nThis automation rule doesn\u2019t only apply to expensive items. Shipping managers may also want to inspect items that are fragile or that have special handling requirements. Whatever the prerequisite is, identifying it is left to the software, not the warehouse worker.\r\n<h3>Keeps Your Inventory Levels Healthy<\/h3>\r\nThe longer you hang on to inventory, the more money you spend taking care of it. Getting your products out the door as quickly and accurately as possible limits the inventory on your books, keeping your inventory levels (and your cash flow!) healthy.\r\n\r\nShipment rule automation also keeps your <a href=\"\/blog\/safety-stock\" rel=\" noopener\">inventory safe<\/a>. The longer your inventory sits around unsecured - like in a staging area waiting to be prepped and packed for shipping - the higher the chances of spoilage, damage, loss, and theft. A shipment rule automation system limits the length of time valuable goods spend in limbo. Once an item leaves inventory, you want it on a truck to your customers.\r\n<h3>Improves Shipping Times<\/h3>\r\neCommerce companies can\u2019t afford to drag their heels when it comes to shipping. Customers expect three-day shipping at most and same-day shipping at the least. As a result, a delayed\u00a0 delivery due to a cumbersome shipping process is not ideal.\r\n\r\nIf you\u2019re a <a href=\"\/3pl\" rel=\" noopener\">3PL<\/a>, tidying up your shipping process is essential because your customers rely on you to use best shipping practices in your operation. Failing to use the latest tools to streamline your shipping processes can cost you one customer at best and your reputation at worst.\r\n<h3><a href=\"\/blog\/dropshipping\" rel=\"noopener\">Streamlines Dropshipping Operations<\/a><\/h3>\r\nAs the world gets smaller and internet penetration rates increase, dropshipping has become an incredibly popular business model. But there are challenges when it comes to managing a dropshipping operation.\r\n\r\nOne of the biggest challenges is transferring incoming orders to your wholesaler\u2019s <a href=\"\/order-fulfillment-software\" rel=\" noopener\">order fulfillment software<\/a>. When you\u2019re managing a low volume of dropshipping orders, this isn\u2019t a problem. When you have an influx of customers, manually transferring addresses can grind your fulfillment to a halt.\r\n\r\nShipping automation tools also offer order splitting for cases where one customer\u2019s order includes multiple products from different vendors. The order is split up and each item is pushed to the appropriate vendor. They are fulfilled separately, but they both ultimately arrive at the same customer.\r\n\r\nDropshippers can focus on marketing and selling products while the shipping automation tool takes care of the rest.\r\n<h3>Helps Reduce Some of The Most Common Shipping Errors<\/h3>\r\nAccording to Pitney Bowes, the global mail technology company, a <a href=\"https:\/\/www.pitneybowes.com\/us\/shipping-and-mailing\/case-studies\/six-common-shipping-mistakes.html\" target=\"_blank\" rel=\"nofollow noopener\">poor shipping workflow<\/a> can lead to several common - and costly - shipping errors. Many of these can be prevented with shipment rule automation, including:\r\n<ul>\r\n \t<li><strong>Choosing the wrong mail class:<\/strong> If your company chooses the wrong mail class (e.g., the United States Postal Service\u2019s Priority Mail versus First Class Mail), you\u2019ll wind up underpaying and having the shipment returned or overpaying and losing money over the long term. Shipment rule automation helps you set rules that select the mail class based on the product\u2019s weight.<\/li>\r\n \t<li><strong>Not taking dimensional weight pricing into consideration: <\/strong>Most carriers now include dimensional weight pricing in their pricing models. Shippers who don\u2019t take this into consideration can make costly mistakes. Shipping automation removes this responsibility from warehouse workers.<\/li>\r\n \t<li><strong>Using the wrong boxes: <\/strong>Choosing an unnecessarily large box is often considered a harmless mistake. But larger boxes cost the warehouse money and these costs add up over time. Plus, dimensional weight pricing means the shipping price will go up, too. Shipment rule automation can direct warehouse workers to choose a specific <i>type<\/i> of box, rather than engage in guesswork.<\/li>\r\n<\/ul>\r\n<h2>Introducing Shipment Rule Automation is a Relatively Small Change With Big Impact<\/h2>\r\nWhen people think of supply chain automation, they envision expensive <a href=\"\/blog\/search?query=robot\" rel=\"noopener\">robots<\/a>, conveyor belts, and guided vehicles. But there are other ways to introduce automation into your warehouse without incurring huge upfront costs. Implementing automation software with shipment rule automation reduces decision making and manual intervention and gets your products to your customers quicker and\u00a0 more cost-effectively.\r\n\r\n\u00a0","_et_gb_content_width":"","content-type":"","inline_featured_image":false,"_lmt_disableupdate":"no","_lmt_disable":"no","footnotes":""},"categories":[42,32,33],"tags":[],"class_list":["post-1212","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ecommerce","category-shipment","category-warehouse-management"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v19.1 (Yoast SEO v25.2) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Shipping Automation | Logiwa | WMS<\/title>\n<meta name=\"description\" content=\"Shipping automation is a warehouse improvement method with a relatively small upfront cost and huge long-term value. Click here and learn more about automated shipping!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.logiwa.com\/blog\/shipment-rule-automation\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Shipping Automation\" \/>\n<meta property=\"og:description\" content=\"Shipping automation is a warehouse improvement method with a relatively small upfront cost and huge long-term value. 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