Search Knowledge Base Articles

Consolidation Processing

Purpose

This article explains how staff process a Consolidation after it has been created in the Thulo Logistics Module.

Consolidation processing focuses on operational handling and status management.
Unlike packages and shipments, consolidations do not generate invoices or direct deliveries.

Who This Is For

  • Staff

  • Agents

  • Supervisors

Required Permissions

  • Logistics → Consolidation → View

  • Logistics → Consolidation → Edit

When You Should Use This

Process a consolidation after it has been created and before creating outbound shipments.

Consolidation processing is used to:

  • Manage grouped items

  • Prepare items for shipment

  • Maintain operational visibility

What Happens Before This Step

Before processing a consolidation:

  • Consolidation has been created

  • Locker packages or shipments are linked

  • Items are in valid, non-blocked statuses

Step-by-Step: Process a Consolidation

Step 1: Review the Consolidation

Go to Logistics → Consolidations and open the consolidation record.

Review:

  • Included packages or shipments

  • Current status

  • Operational notes

(keep your existing screenshots here)

Step 2: Monitor Linked Items

During consolidation processing:

  • Individual packages or shipments continue to hold:

    • Pricing

    • Invoices

    • Tracking

  • The consolidation reflects the overall grouping state

Staff should monitor linked items for readiness to ship.

Step 3: Update Consolidation Status (If Applicable)

Depending on workflow:

  • Update consolidation status to reflect operational progress

  • Status changes are informational and operational

Status updates do not trigger billing or delivery actions.

Step 4: Prepare for Shipment Creation

Once all included items are ready:

  • Proceed to Create Shipment

  • Select items from the consolidation as shipment sources

Shipment creation, not consolidation processing, triggers:

  • Invoicing

  • Tracking

  • Delivery workflows

What Happens After This Step

After consolidation processing:

  • Consolidation remains as a reference grouping

  • Packages or shipments move forward independently

  • Reporting and audits can reference consolidation history

Important Rules to Know

  • Consolidations never generate invoices

  • Delivery is not performed at consolidation level

  • Tracking occurs at package or shipment level

  • Consolidation status does not override item status

Common Mistakes to Avoid

  • Expecting consolidation to create invoices

  • Assigning drivers at consolidation level

  • Assuming consolidation replaces shipment creation

  • Ignoring the status of linked items

Related Articles

  • Create Consolidation

  • Create Shipment

  • Staff Guide – Daily Logistics Workflow Overview

  • Admin Guide – Monitoring & Oversight

Note: we will not create invoice for consolidation, because locker package and shipment already create invoice.

Step 1. Go to the Consolidated menu, assign the consolidation to the driver by selecting


Or go to consolidation detail → select Action → select Assign Driver

Step 2. Select the driver to assign and click Update

 

⇒ Result: Driver can see this consolidation in his/her account

Step 3. Create shipment tracking for this consolidation to record the current location of the consolidation. This function is for staff and drivers. One consolidation can create multiple shipment tracking. 

Go to consolidation detail -> select Action -> select Shipment Tracking

Step 4. Fill in the information in the Shipment Tracking form and click Save

The consolidation's status will be updated and recorded in Tracking History and User Action History.

Step 5. Create delivery for the consolidation, this is the final step of the delivery process - marking the consolidation as successfully delivered. This function is for staff and drivers.

Go to consolidation detail -> select Action -> select Delivery The Shipment

Step 6. In the Delivery Shipment page, sign and enter information in the required fields --> then select Save

 

⇒ Result: The shipment status changes to Delivered


 

This action also logs Tracking History and User Action History.


 


At the same time, the system also sends an email to the customer after the consolidation has been successfully delivered.


Did you find this article useful?

Related Articles

';