--- title: NEW PREPARATION SESSION INTERFACE description: Documentation about the new interfaces for preparation session filters and preparation sessions. --- [Passer au contenu](https://knowledge.shippingbo.com/base-de-connaissance/new-preparation-session-interface#main-content) Français Afficher le sous-menu pour les traductions [Centre d'aide Shippingbo](https://support.shippingbo.com/tickets?hsLang=fr) ![bleu et gris\_Sigle+logo SBO (4)](https://knowledge.shippingbo.com/hs-fs/hubfs/Photo%20Marie/bleu%20et%20gris_Sigle+logo%20SBO%20(4).png?width=210&height=40&name=bleu%20et%20gris_Sigle+logo%20SBO%20(4).png) Ouvrir la navigation principale Fermer la navigation principale - Français Afficher le sous-menu pour les traductions - [Centre d'aide Shippingbo](https://support.shippingbo.com/tickets) Comment pouvons-nous vous aider ? - Il n'y a aucune suggestion car le champ de recherche est vide. 1. [ZONE DE TEST](https://knowledge.shippingbo.com/base-de-connaissance?hsLang=fr) 2. [Préparation](https://knowledge.shippingbo.com/base-de-connaissance/pr%C3%A9paration?hsLang=fr) 3. [Filtre de session de préparation](https://knowledge.shippingbo.com/base-de-connaissance/pr%C3%A9paration?hsLang=fr#filtre-de-session-de-pr%C3%A9paration) 25 octobre 2026 # NEW PREPARATION SESSION INTERFACE ## Documentation about the new interfaces for preparation session filters and preparation sessions.   ### 1. Prerequisites✔️: - This feature is available **from the Pro+ pack onwards.**   ### 2. How do the new preparation session interfaces work? #### 2.1 Create a preparation session filter The way you **create filters** for preparation sessions **has changed**! This is no longer done via the order search page but via a **dedicated interface in the new preparation sessions interface**. ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Mar-31-2026-04-10-17-5167-PM.png?width=670&height=163&name=image-png-Mar-31-2026-04-10-17-5167-PM.png) **💬 Good to know:** The new interfaces are **compatible** with filters created in the old  interfaces.   - To access the new preparation session interfaces, go to the "Preparation" area via the side menu. ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Jun-30-2026-01-34-18-8005-PM.png?width=359&height=293&name=image-png-Jun-30-2026-01-34-18-8005-PM.png) - The main novelty is the **separation** of the filters and the session list into **two different tabs** of the area dedicated to preparation sessions. ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Jun-30-2026-01-35-51-9055-PM.png?width=322&height=429&name=image-png-Jun-30-2026-01-35-51-9055-PM.png) - **A breadcrumb trail** has also been added to make navigation easier. ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Apr-11-2025-12-51-30-5021-PM.png?width=374&height=104&name=image-png-Apr-11-2025-12-51-30-5021-PM.png)   ### 3. The new preparation session filters interface #### 3.1 General overview of the interface - Select the tab **"Session filters"**. ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Apr-11-2025-01-26-57-3038-PM.png?width=391&height=275&name=image-png-Apr-11-2025-01-26-57-3038-PM.png) - You will be redirected to the following interface: ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Apr-25-2025-12-30-50-8391-PM.png?width=670&height=271&name=image-png-Apr-25-2025-12-30-50-8391-PM.png) - From this interface you can:  - **View the list** of your preparation session filters and see whether each one is **scheduled** or not - **Search** by filter name using a dedicated search field - **Filter** by the **carrier** associated with the filter - See the **number of orders** that match the filter - **Sort** your filters by various criteria - **Create a new filter** for preparation sessions - **Start one or more** preparation sessions   #### 3.2 Creating a preparation session filter - To create a new preparation session filter, you must click on the button **Add a filter**:![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Apr-11-2025-01-44-08-9938-PM.png?width=452&height=227&name=image-png-Apr-11-2025-01-44-08-9938-PM.png) - This will open the following window to name your filter. You will then be redirected to the detail page of this new filter in order to configure it.![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Apr-11-2025-01-45-08-6027-PM.png?width=402&height=244&name=image-png-Apr-11-2025-01-45-08-6027-PM.png) - You can also **duplicate an existing** filter, which will copy all the filter information (filtering criteria, warehouse zone, etc.) except the schedules: ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Jul-16-2026-10-00-27-6851-AM.png?width=670&height=208&name=image-png-Jul-16-2026-10-00-27-6851-AM.png) - In the preparation session filters view, clicking the blue link lets you see the orders that the filter would include in a preparation session (green rectangle). The values can be refreshed via the dedicated button (red rectangle). ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Jul-16-2026-10-03-03-3673-AM.png?width=552&height=293&name=image-png-Jul-16-2026-10-03-03-3673-AM.png) #### 3.3 Starting one or more preparation sessions - To **start one or more** preparation sessions, you can click the "**Play**" button on the left of the table rows: ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Jun-30-2026-01-43-03-5778-PM.png?width=335&height=265&name=image-png-Jun-30-2026-01-43-03-5778-PM.png) - - This will open the following window, from which you can view a **reminder of the preparation filter criteria**, the **number of orders** matching the filter, the number of orders you want to **include** in the session (editable), as well as the assignment to a **picker**: ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Jun-30-2026-01-42-25-2838-PM.png?width=259&height=321&name=image-png-Jun-30-2026-01-42-25-2838-PM.png) - You can decide to **start one or more preparation sessions** **according to this filter** selected, by choosing the option of your choice in the dedicated drop-down list: ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Jul-02-2026-11-00-56-0213-AM.png?width=376&height=216&name=image-png-Jul-02-2026-11-00-56-0213-AM.png) **💡 Tip:** If you manage pre-orders, you can check the option ***Exclude pre-orders from sessions*** in Configurations\>Logistics: ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Apr-13-2026-09-54-06-7678-AM.png?width=365&height=49&name=image-png-Apr-13-2026-09-54-06-7678-AM.png) ➡️ This option excludes all pre-orders from preparation sessions by default. ➡️ At this step, you can choose whether or not to include pre-orders in the preparation session with the field ***Include orders whose desired preparation date has not been reached*** (unchecked by default to exclude pre-orders): ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Apr-13-2026-09-52-52-7320-AM.png?width=421&height=492&name=image-png-Apr-13-2026-09-52-52-7320-AM.png) - You can also **start several preparation sessions from different filters** by checking the relevant preparation session filters, then clicking on **Start selected sessions**: ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Jun-30-2026-01-39-48-7580-PM.png?width=316&height=286&name=image-png-Jun-30-2026-01-39-48-7580-PM.png)   **💬 Good to know:** When filters are started as a group, the sessions are started one after another, following the order of the filters in the table. ➡️ Starting as a group may take some time, depending on the number of filters selected. ➡️ To see the new preparation sessions appear in the "All sessions" tab, a manual refresh of the page may be necessary.   ### 4. Filter detail page and scheduling - Here is the **Filter detail** page of a preparation session filter: ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Jan-13-2026-01-45-01-7268-PM.png?width=670&height=320&name=image-png-Jan-13-2026-01-45-01-7268-PM.png) - From this page you can: - **Rename** your preparation filter  ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Apr-11-2025-02-24-39-5378-PM.png?width=225&height=57&name=image-png-Apr-11-2025-02-24-39-5378-PM.png) - **Set your criteria** for the filter and **preview** the matching orders to test it (small play button) ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Apr-11-2025-02-03-36-3762-PM.png?width=670&height=326&name=image-png-Apr-11-2025-02-03-36-3762-PM.png) - **Set** the **slip format**, the **display order** and the **default maximum number of orders** of the filter in the list:![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Jan-13-2026-02-31-04-9204-PM.png?width=607&height=388&name=image-png-Jan-13-2026-02-31-04-9204-PM.png) - Set the **prefilled items** when the session starts (Carrier, return carrier, prefilled Weights, Zone, Launch mode)![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Apr-11-2025-02-18-00-1820-PM.png?width=664&height=646&name=image-png-Apr-11-2025-02-18-00-1820-PM.png) - **Start a session** corresponding to the filter via the "**Start a session**" ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Apr-11-2025-02-21-59-8283-PM.png?width=227&height=57&name=image-png-Apr-11-2025-02-21-59-8283-PM.png) By starting a session via this button, in the window that appears you can in particular set a maximum number of orders to include in this preparation session:**![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Jan-13-2026-02-03-00-8795-PM.png?width=622&height=663&name=image-png-Jan-13-2026-02-03-00-8795-PM.png)**   **💬 Good to know:** The default value entered when starting a session in this field **From *\[x\]* matching orders** above corresponds to the value entered in the filter configuration below: ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Jan-13-2026-02-08-42-1857-PM.png?width=670&height=357&name=image-png-Jan-13-2026-02-08-42-1857-PM.png) **⭐ Key point:** The value entered in the field **Max. no. of orders** in the slip configuration takes precedence over any preparation session setting. This field can be found in Configurations\>Logistics: ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Jan-13-2026-02-18-48-4666-PM.png?width=670&height=300&name=image-png-Jan-13-2026-02-18-48-4666-PM.png) Then in the Slips tab: ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Jan-13-2026-02-19-26-0392-PM.png?width=670&height=183&name=image-png-Jan-13-2026-02-19-26-0392-PM.png) ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Jan-13-2026-02-16-41-7928-PM.png?width=670&height=196&name=image-png-Jan-13-2026-02-16-41-7928-PM.png) ➡️ In this example, despite the value 200 entered in the field **Maximum matching orders** when the session starts, the session will include only 2 orders. ### 5. New preparation session list interface - Select the tab **"All sessions"**. ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Apr-11-2025-02-39-56-8242-PM.png?width=390&height=145&name=image-png-Apr-11-2025-02-39-56-8242-PM.png) - You will be redirected to the following interface:![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Apr-11-2025-02-44-08-3483-PM.png?width=670&height=309&name=image-png-Apr-11-2025-02-44-08-3483-PM.png) - From this interface you can: - **View** the list of all your preparation sessions - Filter by **session status:** The preparation session statuses are changing to become simpler. There are now 4 of them:  - **Initialization** - **To do** - **In progress** - **Completed** - Filter by the **preparation filter** associated with the session - Filter by **assigned picker** ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Mar-31-2026-04-16-01-4677-PM.png?width=670&height=143&name=image-png-Mar-31-2026-04-16-01-4677-PM.png) - **Search by session** id - You can also **print the preparation session barcode** via the button to the left of the table rows **![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Apr-11-2025-02-51-42-1889-PM.png?width=262&height=413&name=image-png-Apr-11-2025-02-51-42-1889-PM.png)** - Click on the **Magnifying glass** on the right to view all the orders linked to this preparation session: ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Jul-01-2026-02-12-30-7710-PM.png?width=670&height=264&name=image-png-Jul-01-2026-02-12-30-7710-PM.png) - This button redirects to the Orders view, with a filter automatically applied on the preparation session: ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Jul-01-2026-02-13-44-0746-PM.png?width=670&height=173&name=image-png-Jul-01-2026-02-13-44-0746-PM.png) - When you click on one of the rows of the session list, the **detail page of the relevant session opens**: ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Jul-01-2026-02-15-21-9839-PM.png?width=670&height=192&name=image-png-Jul-01-2026-02-15-21-9839-PM.png)   ### 6. New preparation session detail page - Here is the new configuration of the preparation session detail page. It has been redesigned to make it more ergonomic and intuitive. ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Apr-11-2025-03-12-13-9948-PM.png?width=670&height=332&name=image-png-Apr-11-2025-03-12-13-9948-PM.png) - You can still:  - Download your documents in the **Documents**:  - Slips - Summary (pdf and csv) - Preparation session barcode ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Apr-11-2025-03-07-02-7515-PM.png?width=670&height=276&name=image-png-Apr-11-2025-03-07-02-7515-PM.png) - View the **preparation progress** and the **status** of the session ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Apr-11-2025-03-07-37-5601-PM.png?width=657&height=178&name=image-png-Apr-11-2025-03-07-37-5601-PM.png) - Take various **actions** depending on the context ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Apr-11-2025-03-08-16-4295-PM.png?width=659&height=100&name=image-png-Apr-11-2025-03-08-16-4295-PM.png) - You now have the ability to: - View the **list of included orders** in the session (if you have the new order search) and the **list of excluded orders** of the session. You can also **filter** and **search** within these. ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Apr-11-2025-03-10-20-6318-PM.png?width=670&height=179&name=image-png-Apr-11-2025-03-10-20-6318-PM.png) - View a **reminder of the criteria** of the **filter** when hovering over it ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Apr-11-2025-03-11-54-6893-PM.png?width=641&height=246&name=image-png-Apr-11-2025-03-11-54-6893-PM.png)       **⚒️ Framework and responsibilities:**  Before fully using the feature described in this tutorial, we strongly recommend running **a test phase** with your own settings to check that the result matches your expectations. As the customer remains **fully responsible** for the actions carried out in the Shippingbo account, these tests are essential to use the tool with complete peace of mind.      #### **To go further 🛫:** [The 7 preparation modes](https://knowledge.shippingbo.com/les-7-modes-de-pr%C3%A9paration?hsLang=fr)   #### **Contact us 📬:** Questions about this feature? Feel free to write to us [here](https://support.shippingbo.com/?hsLang=fr) so that we can answer your questions. [![bleu et gris\_Sigle+logo SBO (2)](https://knowledge.shippingbo.com/hs-fs/hubfs/bleu%20et%20gris_Sigle+logo%20SBO%20(2).png?width=210&height=40&name=bleu%20et%20gris_Sigle+logo%20SBO%20(2).png "bleu et gris_Sigle+logo SBO (2)")](http://shippingbo.com)