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The Assign screen: an overview

Where verified orders wait to be batched and assigned to a carrier

The Assign screen (Deliver → Order Management → Assign) holds verified orders that are ready to be grouped into batches and sent to a carrier.

Tabs:

  • Ready - orders ready to batch.

  • Paused - orders you've put on hold.

  • Snoozed - orders hidden until a date you set.

Tools across the top:

  • Group by - cluster orders by a shared attribute so you can batch them together.

  • Filters - narrow the list to a subset (Add filter; combine several).

  • Mentions - orders where a teammate @mentioned you.

  • Search in Assign - find an order by Order no., Name, Phone, or User.

  • Quickflows -automation rules that move, assign, tag, or color orders.

  • Export orders - download the current list to a file.

Columns include Order no., Items, Date ordered, Ship to, Bill to, Inventory location, Delivery method, Package name, Tags, SKUs, Time since order, Ship on, and Delivery promise.


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