OMSGuru Bulk Order Packer
This template automates the routine task of processing new orders on the OMSGuru platform. It moves all new orders to the "Pack Orders" stage, readying them for the next step in the fulfillment process.
This automation streamlines your order fulfillment workflow within OMSGuru. Here's how it works:
- Navigates to OMSGuru: The automation begins by opening the "New Orders" page in OMSGuru. If you're not logged in, it will pause and prompt you to sign in.
- Selects Warehouse: If required, it selects a warehouse. You can specify which warehouse to use, or it will automatically pick the first one in the list.
- Processes Orders: It checks for new orders. If there are any, it selects all of them and clicks the "Pack Orders" button.
- Handles Popups: The automation intelligently handles confirmation popups that may appear during the process, such as those for shipping dimensions or pickup time slots.
- Verifies and Reports: After submitting the orders for packing, it waits for the process to complete and then verifies that the orders have been moved. Finally, it provides a success message with the count of processed orders.
If there are no new orders to process, the automation will simply report that and finish.
Usage Ideas
- Schedule this automation to run every morning to clear out overnight orders.
- Add a step to send a summary notification to a Slack channel or email, reporting how many orders were processed.
- Create different versions of this automation for different warehouses, each configured with a specific
warehouseName. - Integrate with an inventory tool to check stock levels before attempting to pack orders.
Customization Ideas
While this template is designed for a specific workflow in OMSGuru, it offers key areas for customization to fit your needs:
- Warehouse Selection: You can easily specify the exact warehouse you want the automation to use for processing orders. If your operations change, you can update this at any time. If you don't provide a name, it will simply use the first available option.
- Adapting to UI Changes: The automation identifies buttons and elements by their text and appearance (e.g., "the green Pack Orders button"). If OMSGuru updates its website, you can instruct the Agent Builder Assistant to update these descriptions to keep your automation running smoothly.
- Workflow Logic: The core logic can be modified. For example, you could change the automation to only process certain types of orders or add a step to send a notification after the run is complete.
Agent Inputs
Optional Parameters
Name | Type | Default |
|---|---|---|
warehouseName | string | |
Name of the warehouse to select (e.g., 'DEFAULT', 'WAREHOUSE_NAME_EXAMPLE'). Leave empty to select the first available warehouse. | ||
