Getting Started
Interface Basics
Printers and Scales
Shipping
Order Processing
Order Allocation
Order Processing Loop
Packing Solutions
Backorders
Ready to Ship
"Unable to Process" Order status
Address Validation and Classification
Packaging Features
Orders
Custom Fields for Orders
Reference Numbers
Other Shipping Options
Packing Instructions
Shipping Accounts
External Shipping Methods
Third Party Billing
Manifest Couriers
Packing Slip Design
Service Levels and Target Ship Dates
Outbound SSCC Barcodes
International Shipping
Tracking Numbers for Offline Shipments
Serial Number Tracking
Custom Fields for Shipments
Receiving
Catalog
Bill of Materials/Work Orders
Bill of Materials
Bill of Materials - Quantity-types
Work Orders
Import Bill of Materials
Virtual Inventory
Regulations
Products
Product Attributes
Lots/Expirations Tracking
Product Velocity
Import Products
Operations
Warehouse
Picking Classes
Picking Batches
Bulk Fulfill Orders
Put-Aways
Manifests (Loading)
License Plates
Time Tracking for Administrators
Time Tracking for Staff
Relocations
Import Locations, Lots and Inventory
Rating
Rate Shopping
Rating Maps
Rate Groups and Plans
Fee Schedules and Adjustments
Virtual Shipping Methods
System
Configuration
Merchants and Brands
Warehouses
User Management
User Roles
User Groups
Login via Badge
Protected Customer Data
Enumerations
Technical Contact
Integrations
Shopify
Integrations Overview
Amazon Merchant Fulfillment
Amazon Selling Partner
CartRover
EasyPost
eHub
External Shipping Method API
Freight Club
Magento 1 / OpenMage
Merchant API Users and Roles
SPS Commerce
ShipStream Plugin Fostering Program
Webhooks
Global Integrations
Magento 2 / Adobe Commerce
WooCommerce
UPS
Scripting
Scripting Basics
Before Create Order Scripts
Preprocess Packing Solution Scripts
Ready to Ship Time Scripts
Picking Class Shipment Matching Scripts
FAQ
How-To: FedEx Production Key Certification
How-To: Brand-Specific Shipping Account
Pattern and Replacement RegEx
ShipStream's Subprocessors
ISO Alpha-2 Country Codes
Printer Troubleshooting
ShipStream Flow
Release Notes
ShipStream Releases
Version 2025.5
Version 2025.4
Version 2025.3
Version 2025.2
Version 2025.1
Applicable Quantity Migration Guide
Version 2025.0
Revamped Delivery Processing
Version 2024.6
Version 2024.5
Version 2024.4
Version 2024.3
Version 2024.2
Version 2024.1
Version 2024.0
Version 2023.2
Version 2023.1
Version 2023.0
Package Tracking API Migration Guide (2023.0)
Version 2022.2
Version 2022.1
Version 2022.0
Version 2021.6
Version 2021.5
Version 2021.4
Version 2021.3
Version 2021.2
Version 2021.1
Version 2021.0
Version 2020.2
Version 2020.1
Version 2020.0
Version 2019.9
Version 2019.8.1
Version 2019.8
Version 2019.7
Version 2019.6
Version 2019.5
Device Hub Client Updates
- All Categories
- Operations
- Batching Presets
Batching Presets
Batching Presets build on the foundation of Picking Classes, Asset Types, Asset Policies and Zones to simplify the process of creating picking batches that fit your needs best. Using presets ensures…
Batching Presets build on the foundation of Picking Classes, Asset Types, Asset Policies and Zones to simplify the process of creating picking batches that fit your needs best. Using presets ensures consistency across personnel, over time, and reduces potential for human error or deviation from your established batching guidelines.
Whereas creating a batch "By Picking Class" allows you to easily choose a subset of shipments to include in the batch, using Batching Presets affords you these additional levels of control:
- Pick only from accessible (or inaccessible) locations given a set of asset types and location types (see Asset Policies)
- Restrict shipment reservations to a subset of Zones
- Choose shipments belonging to one or more Picking Classes
- Predefined selections to filter shipments by Manifest Courier, Merchants, Service Levels and Batch Tags
- Group shipments by Picking Class, Manifest Courier or Batch Tag (all shipments in the batch must match the group value of the first one)
- Force printing Packing Instructions by default
As an example, you may have a forward pick area that is only accessible to "Standard Cart" and is restricted to "Large Cart", forklifts, etc. If the Standard Cart can access only Pickable Shelf and Pickable Pallet locations, you would create an Asset Policy establishing that relationship; let's call it "Cart Pickable".
Now, you can create a Batching Preset using that Asset Policy which enforces that shipments will only be added to the batch and reserved to pick locations which fit this Asset Policy. If you had a larger warehouse, you can create multiple such presets and restrict each one to a subset of your warehouse using Zones, Merchants or other criteria.
With a well-designed set of presets, your warehouse personnel should now be able to easily create picking batches that perfectly fit their given role and boundaries by simply selecting the appropriate preset when creating a batch.

Creating a Batching Preset
- Navigate to Operations -> Picking Batches -> Batching Presets
- Click Create New Batching Preset
- Fill in the form fields as appropriate
- Click Save or Save and Continue Edit
Using Batching Presets
Users operating in the same warehouse that the new Batching Preset was created for will now be able to select the preset when creating a batch using the Admin UI or Scanner UI with the "By Preset" option:
Admin UI
From the Orders, Shipments or Picking Batches grid pages, click Start New Picking Batch, choose By Preset, then select the preset you wish to use and click Submit.
Scanner UI
From the home screen tap Picking, then Create New Batch, then By Preset, then select the preset you wish to use.
How did we do?