Dispatch & Shipping

Every confirmed order triggers accurate dispatch notes, carrier bookings, and customer notifications without manual intervention.

200 hrs
Time saved/month
11
Companies have mapped
Map This Automation

About This Automation

Dispatch and shipping involves receiving orders, picking inventory, packing items, generating labels, arranging carrier pickup, and notifying customers. Manual coordination across multiple systems and staff creates delays, errors, and lost time.

Automation checks inventory, generates picking lists, creates shipping labels, requests carrier pickup, and notifies customers automatically. Orders move from receipt to shipment in minutes instead of hours.

Key features
Check stock levels automatically and flag out-of-stock items for review
Generate picking lists and route orders to warehouse staff without manual entry
Create shipping labels and update carrier systems in real time
Request carrier pickup automatically based on order readiness
Log tracking numbers and shipment details to your accounting system
Send shipping notifications to customers with tracking information

How The Automation Works

The full workflow, from trigger to completion.

1. Order Confirmedtrigger

A new order is confirmed and ready for fulfillment. The automation is triggered immediately.

2. Check Inventory Availability

The system queries inventory levels for all items in the order. If stock is insufficient, the order is flagged for manual review.

3. Generate Picking List

A picking list is automatically created and sent to the warehouse team with item locations and quantities.

4. Create Shipping Label

Shipping address and carrier details are automatically pulled from the order and a label is generated and printed.

5. Request Carrier Pickup

A pickup request is automatically sent to the carrier via API or webhook, including shipment weight and pickup location.

6. Log Shipment in QuickBooks

Tracking number, carrier, and shipment cost are automatically recorded in QuickBooks for accounting and reporting.

7. Send Tracking to Customer

Customer receives an automated email with tracking number and estimated delivery date.

8. Notify Team

Dispatch team receives a confirmation message that the order is ready for pickup by the carrier.

4 reasons to map this process

1

It's completely free

No credit card, no commitment. Map your process and walk away with a full build plan.

2

You get a complete build plan

A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.

3

You see your real numbers

Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.

4

There's no obligation to build

Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.

Recommended for you

Other high-impact processes teams commonly map alongside this one.

Frequently asked questions

Everything you need to know before mapping this process.

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

View more FAQs
Estimated Time Saving
200hrs/month
Process pain:8.2/10
Mapped by:11 Companies

Map this to your business to get your exact numbers.

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