Shipment Dispatch Workflow

What happens if packing doesn't match the original order?

The workflow routes the shipment into a Pick Resolution status, prompting the team to resolve the discrepancy before proceeding. Once resolved, the workflow automatically restarts the packing check to confirm the fix, rather than letting a mismatched order slip through to carrier handoff.

Can this handle high-value shipments differently from standard orders?

Yes. The workflow includes a built-in check for shipment value that routes qualifying orders into an Awaiting Approval status, requiring dispatch approval before the shipment can move forward. This step can be customised to match your own value thresholds or approval roles inside assess.one.

What happens if a dispatch approval is rejected?

If approval is denied, the workflow routes the shipment to a Cancelled status and automatically triggers a customer notification about the cancellation. This keeps the customer informed without requiring a manual follow-up step from your team.

What if we have multiple carriers or service levels to choose from?

The Select Carrier and Service step lets your team choose the appropriate carrier and service level for each shipment, and this selection is recorded for use in label and document generation. You can customise the available carrier options and service tiers directly in assess.one to match your shipping arrangements.

Who needs access to this workflow?

Typically warehouse staff need access to record orders and verify packing, while a supervisor or manager role handles approvals for high-value shipments. Access and permissions for each step can be configured inside assess.one, so only the right people see approval requests or discrepancy resolution tasks.

How long does it take to get this workflow up and running?

The template is ready to use, so publishing it takes minutes, not weeks. Once published, your team can start recording orders and running live dispatches immediately, with no separate implementation project or software installation required.

Can we customise the approval logic for high-value shipments?

Yes. The value threshold that triggers the approval step, along with who is notified and who can approve, can be adjusted directly in assess.one. This means the workflow can adapt as your definition of 'high-value' or your approval chain changes over time.

What happens after the carrier picks up the shipment?

Once handed off to the carrier, the workflow captures the tracking number and updates the shipment status to Dispatched. This gives your team a clear record of when and how each order left the warehouse, and can feed directly into customer notifications.

Does this integrate with our existing notification tools?

Notifications, such as alerting a customer about a cancellation or dispatch, are configured inside assess.one using its built-in email and messaging integrations. There's no separate third-party development work needed to connect these notifications to your workflow.

What if a shipment needs to be cancelled after packing but before approval?

The workflow supports routing to a Cancelled status at the approval decision point, which automatically triggers a customer cancellation notice. This keeps cancellation handling consistent regardless of where in the packing-to-approval sequence the decision occurs.