Manage Staging Areas for Ready Orders

Manage Staging Areas for Ready Orders

Organizing Ready Orders to Staging Area

The Staging Area feature helps fulfillment employees organize packed and ready orders in designated store locations before handoff to customers or delivery partners. During item picking, store employees can assign order package(s) to a specific staging area, making it easier to quickly locate orders during customer pickup or delivery partner arrivals.

This KB article explains how to:
  1. Create and manage staging areas
  2. Assign ready orders to staging locations
  3. Track and organize stored order packages

1. Staging Area Listing & Options

The staging area listing displays all configured staging areas and includes the following details: 
  1. Name — The staging area name.
  2. Fresh — Whether the area supports fresh items.
  3. Frozen — Whether the area supports frozen items.
  4. Action — Management options for the staging area.
Users can also search staging areas using the search bar, refresh the listing, or add a new staging area using the "+ Add" button.
Figure 1.1 "Manage Staging Area"

2. How to Add & Set Up

Staging areas are managed under the "Manage Staging Area" section in the left-side menu. To add/manage a staging area:
  1. Step 1: Navigate to "Manage Staging Area" from the left-side menu.
  2. Step 2: Click "+ Add" to create a new staging area.
  3. Step 3: Enter the staging area name and description (if needed).
  4. Step 4: Specify whether the staging area contains Fresh or Frozen Items.
  5. Step 5: Click CREATE.
Figure 2.1 - "Create Staging Area"

Adding Staging Area During Item Picking
Store employees can also create a new staging area during the item-picking process when assigning order package(s) to a staging. This helps fulfillment teams quickly organize ready packages without leaving the current fulfillment workflow.
Figure 2.2 - "Add Staging Area from Pending Order Process Stage"

3. Staging Area Actions & Orders

Each staging area has an action menu with the following options: 
  1. Orders in Staging Area (view orders) — Shows all orders currently assigned to that staging area, including the Order Number, Package Count, and pagination if large list of orders.
  2. Edit — Allows users to update the staging area name, description, or Fresh / Frozen configuration.
  3. Delete — Removes the staging area from the system.

NotesNote: Any staging area cannot be deleted if orders are currently assigned to it.
Store employee/user can delete the staging area only if no order is assigned and not any in progress orders currently.
Figure 3.1 - "Staging Area Actions and Order Overview"




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