Order lines can automatically process when they reach a specific workflow stage. By setting up automatic processing, you can reduce manual work when handling orders in Onix Pick and Pack or through an Open API integration.
Prerequisites
To automatically process order lines, your company account must have the “Order auto processing add-on” license.
Set up workflow stages
Set the workflow stage that starts automatic processing.
- In Onix Work, go to Settings > Workflow.
- Select Order line.
- Find the stage that should start automatic processing.
- In Next stage after auto processing, select the stage that the order line moves to after successful processing.
Example:
Picking completed starts automatic processing, and the order line moves to Completed after successful processing.
Start automatic processing
Use Onix Pick and Pack
Use this instruction when you handle orders in Onix Pick and Pack.
- In Onix Pick and Pack, go to Orders.
- Open an order and select an order line.
- Complete numbering, edit properties, and add documents.
- Set the order line to the workflow stage that starts automatic processing.
After automatic processing starts, you cannot undo or cancel it. While the order line is being processed, it is read-only to prevent changes.
Important
If the order line’s action is No action, or if all equipment has already been processed, no new equipment or job is created as the the order line moves to the next stage.
Use your own picking system
Use this instruction when you handle orders through an Open API integration.
Update the order line to the workflow stage that starts automatic processing. The order line is processed in Onix Work when it reaches the configured stage.
If the order line’s action is No action, or if all equipment has already been processed, no new equipment or job is created as the the order line moves to the next stage.
Exclude order lines from automatic processing
Use the order line setting
The Auto-process on [triggering stage] checkbox is available on order lines when:
- Your company has the Order auto processing add-on license
- A workflow stage has been configured to start automatic processing
When this setting is turned on, automatic processing starts when the order line reaches the configured stage.
When this setting is turned off, you must process the order line manually in Orders in Onix Work.
Set defaults for products and customers
You can set the default automatic processing behavior based on product and customer. The order line setting is turned on by default only when both the product and the customer have Auto-process order line turned on.
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For products, go to Products, open the product, and turn on Auto-process order line in the product details.
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For customers, go to Companies, open the customer company, and turn on Auto-process order line in Settings.
Get alerts for failed automatic processing
To receive email notifications when automatic processing fails, turn on the alert for the Order auto processing failed event in your personal User settings.
You do not receive notifications when automatic processing is successful.
