What is Auto Send?
Auto Send automatically creates and delivers return documents after a one-time configuration in your Settings—saving time for you and your team to focus on what matters most.
Auto Send is available for:
Order Acknowledgements
Load Tender Responses
Invoices
When can I use Auto Send?
Order Acknowledgements
Order Acknowledgements are essential for letting your customer know if, and how, you can fulfill an order. If you consistently acknowledge orders in full without changes, you can let Fulfilment send acknowledgements automatically on your behalf.
Auto Acknowledgements are triggered as soon as an Order is received.
Load Tender Response
For logistics providers like Carriers, responding quickly to a Load Tender increases your chances of winning the business. Set up Auto Send for Load Tender Responses to ensure you are first in line to give yourself the best chance to win.
Auto Load Tender Response will trigger as soon as a Load Tender is received.
Invoices
If you always ship in full, get paid faster by having Fulfillment send Invoices on your behalf.
Auto Invoices will trigger as soon as a shipment is received by your customer.
⚠️ Important: Auto Send Invoice is recommended for Dropship Orders where short shipping is unlikely to occur.
How to set up and use Auto Send
Using Auto Sourcing, fill in the required fields with information that remains the same each time you send a document.
Check out the article on Auto Sourcing to learn how to complete this step. Auto Sourcing can be used to make document creation more efficient for more than just the Auto Send feature.
Activate Auto Sourcing
Once all required fields for your document are set to Auto Source in new documents, toggle the Activated column on (by switching it to blue). Before enabling the Auto Send column, review the next section to confirm that all necessary Auto Sourcing fields are complete.
How to Ensure Auto Sourcing Has All Required Fields for Auto Send
After you set up Auto Sourcing for a specific trading partner and document type, you can Check for Errors when completing a new, Auto-Filled document. Any fields highlighted in red indicate that they need to be completed in Auto Sourcing before the document can be Auto Sent.
Complete Auto Sourcing for either an Order Acknowledgement, a Load Tender Response, or an Invoice (these are the only documents that have the Auto Send capability).
Below is an example of an Auto Sourced document with just a few fields completed.
Next, create a "test" document under the Transactions tab.
Click Create New.
Set the Trading Partner and Document Type to match the setup you just completed for Auto Sourcing.
Select Auto Fill - Recommended.
Click Create New to generate the document.
The form starts in Short view. Click the Short view button to expand to Full view. You will now see some of the fields that were automatically filled in using your Auto Sourcing setup. You can also skip this step by setting Full View as your default.
Click
Check for Errors. Any fields highlighted in red must be completed to ensure Auto Send functions properly. In the example below, six fields still need to be filled out for Auto Send to function successfully.
Error Notifications
If triggered Auto Send documents fail to send, you can opt to receive notifications, allowing you to take action quickly and resolve any issues.
Actionable Insights
Two Actionable Insights will display Auto Send documents that require your attention. You can customize which insights appear on the Dashboard tab. Learn how to do this in the Actionable Insights article.
Auto Send Error - Documents that attempted to Auto Send but errored in the process.
Auto Send Warning - Documents that were unable to Auto Send because of missing data.
Email Notification
Create a custom email notification so the correct user is alerted when an Auto Send document is unsuccessful. Check out the Email Notifications article to learn more.
More Information
Learn more about Auto Sourcing Basics.
Basic Auto Sourcing is static and cannot be flexible, e.g. storing multiple Charges. For more dynamic Auto Sourcing, check out our Auto Sourcing Rules article.
Learn more about Email Notifications.
Learn more about Actionable Insight.
Check out the Fulfillment Collection to see all Fulfillment articles.
Need to contact Customer Support? Try Chat!