When a product is assigned to a workflow, ShipHero guides pickers and packers through each stop automatically. Workers scan workstation barcodes to confirm their location, and the Shipping Web displays any stop-specific instructions and custom order attributes — such as an embroidery message entered by the customer at checkout.
Workflows must be set up and assigned to products before workers can use them. See How to Set Up a Workflow in ShipHero and How to Assign a Workflow to Products in ShipHero.
Table of Contents
- Picking Orders with Workflows in ShipHero
- Processing Workflow Stops at the Packing Station in ShipHero
Picking Orders with Workflows in ShipHero
Orders containing products that need to be processed through a workflow must be picked to tote using Multi-Item Batch (MIB) picking. Before starting the batch, select the assigned workflow you are working on.
When the same product is assigned to multiple workflows, selecting any one of them starts the picking process and routes the order through all relevant workflow steps.
Follow the normal picking flow until all orders are fully picked. Once all items in the batch have been picked, the app displays a Scan Workflow Station to complete prompt along with a list of valid station names for the first stop.
Walk to the workstation and scan its barcode.
- When the scan matches a valid station, the app shows a Station scanned success message. Press Complete to finish the batch and leave the tote at the station.
- When the scan does not match, see the error below.
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Workstation Scan Error
When the scanned barcode does not match a valid station in the workflow, the app displays: "The station you scanned, [barcode], did not match any in the list." Verify you are scanning the correct workstation barcode and try again.
Processing Workflow Stops at the Packing Station in ShipHero
Workflow stops are completed on the Shipping Web, not the Packing App. The user completing the stop must be assigned to the designated workstation.
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Scan the tote for the picked order.
Wrong Station Error
When a tote is scanned at the wrong workstation, ShipHero displays a red error banner naming the correct station(s). You cannot interact with any items until the tote is moved to the right station.
- All picked items will be listed on the left side of the page. Items requiring customization with have a "Requires customization" note and items without workflows will be greyed out. Scan or click an item to view its workflow instructions and any custom attributes from the store order — for example, the text a customer entered for a personalized engraving.
- Click Mark as Done once the work on that item is complete. A checkmark appears next to the item.
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Repeat step 3 for each remaining item. When all items are marked done, ShipHero displays a "All items have been customized" success alert. Click Customization Completed.
Example item workflow Example Customization complete -
In the Complete Customization modal, scan the tote barcode to confirm.
Tote Barcode Mismatch Error
When the scanned barcode does not match the tote on record, ShipHero displays: "The barcode you scanned does not match this tote." Verify you are scanning the correct tote and try again.
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When additional stops remain, ShipHero displays the name(s) of the next station(s): "Place items in tote and bring to one of these stations: [Station Name(s)]." Bring the tote to the named station and repeat steps 1–5.
Example multiple workflow stops Example all workflow stops complete - When the final stop is complete, ShipHero displays a Ready to Ship screen. Bring the order to a shipping station to complete fulfillment.
Packing Station Scan Error
When a tote is scanned at a packing station before all workflow stops are completed, ShipHero displays: "This order can't be processed here. Some items need customization." Complete all workflow stops before bringing the tote to the packing station.