Release Batch Shipping Orders

Table of contents

• Overview
• Automatic processing
• Manual processing
• The takeaway

Overview

Batch Shipping lets you hold orders until a set deadline, then automatically transfer them in one batch to the lab. This guide explains how to release your batch orders for production.

Automatic processing

If your job is set to automatic processing, it’s effortless: orders are transferred to the lab the day after the batch deadline.

Note: If you use more than one batch deadline, the third batch must be released manually. The first and second batches transfer automatically.

Manual processing

You can review a quick video walkthrough, followed by the written steps below.

1. Go to the Orders page, then click the Batch Shipping tab to view all batches.
   
2. Open the relevant batch by clicking the batch ID or the Open button.
3. Review all orders in the batch. If needed, contact support to move orders to manual revision even after initial release.
4. Once ready, click the blue Prepare production… button at the top right.
   
   You’ll then see a batch summary. You may adjust the delivery address via Change address, and choose to:
   • Archive the job
   • Switch to direct shipping
   • Start an additional batch
5. Click Send to lab(s) now to finalize the batch.

Track your batch status in two ways:

• On the Batch Shipping tab (Orders → Batch Shipping), watch for the status changing from Open to Processing to Sent.
• Open the batch and view the details section at the top; a transfer timestamp confirms successful submission.
  

Reminder on dashboard: If your batch requires manual release, a dashboard reminder will appear for five days to alert you when it’s due.

The takeaway

Batch shipping can run automatically or manually, depending on your preferences. Automatic processing is hands‑off, while manual processing gives you control. Either approach ensures orders flow smoothly and flexibly.