Dispatch & Shipping

Cut the paperwork out of dispatch so orders leave faster and customers always know where their goods are.

88 hrs
Time saved/month
16
Companies have mapped
Map This Automation

About This Automation

Dispatch and shipping covers everything between a confirmed order and a labeled package leaving the dock, including stock checks, picking, rate comparison, and customer notification.

An automated version checks stock the moment an order is confirmed, builds the pick list, and compares carrier rates as soon as a package is weighed. It then updates order status, invoice records, and the customer notification without anyone re-entering the same details across systems.

Key features
Verify stock availability automatically before a pick list is created
Build and route the pick list without manual data entry
Compare carrier rates the instant weight and dimensions are logged
Generate the shipping label and confirm carrier selection automatically
Update order status and invoice records in one connected action
Send tracking details to the customer without a separate written email

How The Automation Works

The full workflow, from trigger to completion.

1. Order Ready to Shiptrigger

When an order status changes to Ready to Ship, the automation pulls order details immediately.

2. Inventory Check Verifies Stock

Checks live stock counts against the order line items and flags any shortfall before picking begins.

3. Escalate Stock Shortage

If stock is insufficient, a alert goes to the purchasing team so the shortage is resolved before dispatch continues.

4. Generate Pick List

Creates a pick list automatically and pushes it to the warehouse floor for picking.

5. Shipping Rate Selects Carrier

Compares live carrier rates and selects the cheapest option that still meets the delivery deadline.

6. Generate Shipping Label

Creates and queues the shipping label for printing directly.

7. Update Order and Invoice

Marks the order shipped and updates the invoice status.

8. Send Shipment Notification

Emails the customer their tracking number and delivery estimate.

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
88hrs/month
Process pain:7.8/10
Mapped by:16 Companies

Map this to your business to get your exact numbers.

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