Shipment Dispatch Workflow

What happens if the packer finds a discrepancy during the packing check?

The workflow routes the shipment to the warehouse team to resolve the pick discrepancy, and they record what was corrected on the shipment record. Once that's done, the workflow loops back to the packing check step so the packer can re-verify the corrected pick before the shipment moves forward. This keeps discrepancies from slipping through to dispatch.

Can this handle shipments that go through multiple rounds of discrepancy correction?

Yes, the loop back to the packing check step runs each time a discrepancy is found, so a shipment can cycle through correction and re-verification as many times as needed. Each pass records what was corrected on the shipment record, building a timeline of the resolution history. The shipment only proceeds to the value check once the packer records a Complete result.

What happens if the shipment value exceeds $5,000?

The workflow sets the status to Pending Approval and assigns the shipment to the dispatch manager for review. If the manager approves it, the workflow proceeds to carrier dispatch; if rejected, the status is set to Not Approved and the warehouse team member is notified by email. Shipments at or below $5,000 skip this step and go straight to dispatch.

What if the dispatch manager rejects a high-value shipment?

The workflow sets the shipment status to Not Approved and sends an email to the warehouse team member named on the original request form. This gives the warehouse team a clear signal to stop preparing that shipment for carrier handoff. The rejection and status change are recorded on the shipment's timeline.

Who is responsible for each step in this workflow?

A packer checks packed items against the order, the warehouse team resolves any pick discrepancies, a dispatch manager reviews and approves or rejects high-value shipments, and dispatch staff select the carrier and hand off the shipment. Each of these is a task assigned to a workspace member, and the workflow waits for their input before moving forward at each of those steps.

Can we customise the $5,000 approval threshold or add more approval tiers?

Yes, you can describe the change you want in plain English or edit the routing condition directly in the workflow editor to adjust the value threshold. You can also add further decision points or tasks if your dispatch process needs additional review tiers. Earlier versions of the workflow are kept, so you can compare changes over time.

What information does the customer receive during the process?

The customer gets an acknowledgement email with their shipment reference number right after the request is submitted, and a dispatch email with the carrier and tracking number once the shipment is handed off. Customers take part through the public request form and never need an account to receive these updates.

What details get saved on the shipment record versus staying with a task?

Because the workflow waits for the packing check, discrepancy resolution, and carrier handoff tasks, the results entered on those tasks — like Packing Check Result, What was corrected, Carrier, and Tracking Number — are saved directly on the shipment record. Any information entered on a task the workflow doesn't wait for would stay with that task in the record's task list instead. This distinction matters if you're customising which steps wait for input.

How can we track where a shipment is in the dispatch process?

Every shipment is a record with a reference number, a status such as Packing, Pending Approval, Not Approved, or Dispatched, and a timeline showing what happened at each step. Table views and dashboards let you see shipments grouped by status, so warehouse and dispatch teams can spot where orders are stuck. Each business should confirm what level of record-keeping meets its own requirements.

Can we route the manager approval and warehouse notification to specific team members?

Yes, tasks and approvals in this workflow are assigned to workspace members, so the dispatch manager approval and any related notifications go to the people you designate. You can adjust assignees or add conditions by editing the workflow in plain English or in the workflow editor.