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Shipping & Staging (Ready to Ship)

Last updated on Feb 17, 2026

Article 8: Shipping & Staging (Ready to Ship)

Overview

After product verification, orders move to the shipping area where they are packaged into delivery bags, labeled, and staged for drivers. This article covers the ready-to-ship process, bag assignment, and manifest printing.

Accessing Ready to Ship

Once product verification is complete, orders appear in the Ready to Ship queue.

Navigation:

  1. Go to the Shipping or Ready to Ship section

  2. View orders awaiting shipment preparation

  3. Process orders for delivery

The Shipping Process

Overview

The shipping process involves:

  1. Scanning the delivery label

  2. Assigning the order to a bag

  3. Closing the bag

  4. Printing the bag label

  5. Moving to staging area

Step 1: Scan Delivery Label

Starting the Shipping Process

Steps:

  1. Take the completed order (verified packages with delivery label)

  2. Scan the delivery label barcode

  3. System identifies the order and displays details

Information Displayed:

  • Patient name

  • Delivery address

  • Delivery route/zone

  • Special instructions

Step 2: Bag Assignment

How Bag Assignment Works

When you scan the delivery label, the system tells you which bag to place the order in.

Bag Assignment Logic:

  • Orders are grouped by delivery route

  • Multiple orders going to the same area share a bag

  • System optimizes for efficient delivery

On Screen:

  • Bag number is displayed

  • Visual indicator of which bag to use

  • Confirmation when order is placed

Example: After scanning, the system displays "Place in Bag #5" - you would then place the order in the designated bag.

Step 3: Close the Bag

Finalizing the Bag

Once all orders for a bag are added:

  1. Physically close/seal the bag

  2. Indicate in the system that the bag is closed

  3. The bag label automatically prints

Bag Closure:

  • Ensures all orders are secured

  • Triggers label printing

  • Prepares bag for staging

Step 4: Print and Apply Bag Label

Bag Label Information

The bag label includes:

  • Bag number

  • Driver assignment (if known)

  • Route information

  • Number of orders in bag

  • Delivery zone

Steps:

  1. Take the printed label

  2. Apply it to the outside of the bag

  3. Ensure it's visible and readable

Step 5: Move to Staging Area

The Staging Area

The staging area is where completed bags wait for driver pickup.

Staging Area Features:

  • Organized by route/zone

  • Visual display of all ready bags

  • Easy identification for drivers

Moving to Staging:

  1. After labeling, move the bag to staging

  2. Place in the designated area for that route

  3. Bag appears in the staging queue on screen

Staging Area Management

Viewing Staged Orders

The staging area screen shows:

ColumnInformationBag NumberUnique identifierOrdersNumber of orders in bagRouteDelivery zone/routeStatusReady / Assigned / OutDriverAssigned driver (if applicable)

Reprinting Manifests

What is a Manifest?
A manifest is a printed list of all deliveries in a bag.

To Reprint:

  1. Select the bag in staging

  2. Click Reprint Manifest

  3. Give the manifest to the driver

Manifest Contents:

  • List of all orders

  • Patient names (partial for privacy)

  • Addresses

  • Special delivery instructions

  • Signature lines

Bag Management

Bag Status

StatusMeaningOpenStill accepting ordersClosedSealed, ready for stagingStagedIn staging areaAssignedGiven to a driverOut for DeliveryDriver has departed

Managing Multiple Bags

During busy periods:

  • Multiple bags may be open simultaneously

  • Each bag serves a specific route/zone

  • System tracks which bags need which orders

Best Practices

Order Handling

  • Handle packages carefully during bagging

  • Ensure fragile items are protected

  • Don't overfill bags

Label Application

  • Apply bag labels clearly visible

  • Ensure labels are secure

  • Don't cover important information

Staging Organization

  • Keep staging area organized

  • Group bags by route

  • Clear completed bags promptly

Troubleshooting

Wrong Bag Assignment

If an order is placed in the wrong bag:

  1. Remove the order from incorrect bag

  2. Scan the delivery label again

  3. Place in the correct bag

Missing Orders

If orders are missing from staging:

  1. Check the order status in system

  2. Verify it completed product verification

  3. Search the filling/verification areas

Label Printing Issues

If labels don't print:

  1. Check printer connection

  2. Verify paper/labels loaded

  3. Try reprinting from system

Quick Reference

StepActionResult1Scan delivery labelOrder identified2Place in assigned bagOrder grouped for delivery3Close bagBag sealed4Apply bag labelBag identified5Move to stagingReady for driver

Next Steps

Once bags are staged, proceed to Article 9: Driver Management & Delivery Completion to learn about driver pickup and delivery confirmation.