> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.claruswms.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting Dispatch Strategies for Accounts

> How to configure dispatch strategies per account, including auto dispatch, loading, manual dispatch, and shipment options.

## Overview

Each account can have its own dispatch strategy, controlling how orders are dispatched after picking is complete. You can also configure separate strategies for standard and tote dispatches.

<Steps>
  <Step title="Open the account">
    From the **Accounts** screen, open the account you want to update.
  </Step>

  <Step title="Locate the Dispatch tab">
    Use **CTRL + F** to search for "Dispatch" or scroll down to find the **Dispatch** tab.
  </Step>

  <Step title="Choose a dispatch strategy">
    Select from the following options for both **Standard Dispatch Strategy** and **Tote Dispatch Strategy**:
  </Step>
</Steps>

## Available strategies

### Auto Dispatch on Completion of All Pick Tasks

Automatically dispatches the order as soon as all picking tasks are finished. No manual action is needed.

### Loading

Groups stock into a load. Once the load is complete, it can be closed and dispatched. Useful for bulk handling.

### Manual Dispatch

Creates a dispatch task for every completed picking task. Each task must be dispatched manually.

### Shipment

Similar to Loading, but assigns stock to a shipment before dispatching. Ideal for combining several orders.

## Additional options

* **Dispatch by Output Quantity** -- controls how many dispatch tasks are created for assembled (Assemble on Pick) kits (see [below](#dispatch-by-output-quantity))
* **Footer Notes** -- add custom notes to generated dispatch notes

<Warning>Tailoring dispatch strategies can significantly streamline the dispatch process for each account.</Warning>

<AccordionGroup>
  <Accordion title="What is the difference between Loading and Shipment?">
    Both group stock together. **Loading** groups into a "load" for bulk handling, while **Shipment** assigns stock to a "shipment" that is ideal for consolidating multiple orders.
  </Accordion>

  <Accordion title="Can I add custom notes to dispatch notes?">
    Yes. Use the **Footer Notes** field to add custom text to any generated dispatch note.
  </Accordion>
</AccordionGroup>

## Dispatch by output quantity

This setting controls how dispatch tasks are created for products made from a Bill of Materials (BOM) when **Assemble on Pick** is enabled. It determines whether the system creates one dispatch task per pick task, or one per individual component.

| Setting               | Behaviour                                                         | Best for                                                                          |
| --------------------- | ----------------------------------------------------------------- | --------------------------------------------------------------------------------- |
| **Off** (recommended) | One dispatch task per pick task                                   | Large dispatches where detailed component tracking is not needed                  |
| **On**                | One dispatch task per individual component for each assembled kit | Detailed tracking and auditing, especially when components are shipped separately |

<Info>This setting does not affect pick tasks — it only changes the number of dispatch tasks created.</Info>

### Example: Xbox and Cyberpunk 2077 Bundle

You have 10 Xboxes and 10 copies of Cyberpunk 2077. Your BOM product is an "Xbox and Cyberpunk 2077 Bundle" (one of each, output quantity: 1, Assemble on Pick on). A sales order for 10 bundles creates 2 pick tasks.

**Off:** 1 dispatch task for Xbox + 1 for Cyberpunk 2077 = **2 total**.

**On:** 10 dispatch tasks for Xbox + 10 for Cyberpunk 2077 = **20 total**.

### Example: Tin Can Telephone

Your BOM product requires 1 Wire and 2 Tin Cans (output quantity: 1). A sales order for 10 telephones creates 3 pick tasks.

**Off:** 1 dispatch task for Wire + 2 for Tin Can = **3 total**.

**On:** 10 dispatch tasks for Wire (qty 1 each) + 10 for Tin Can (qty 2 each) = **20 total**.