---
title: "Clustering"
slug: "cluster-job-creation-master"
description: "Why is Cluster Job Creation Master important, and how use Cluster Job Creation Master? Step by Step guides containing all the information that you need to know to help you understand Canary7"
updated: 2025-12-09T11:46:48Z
published: 2025-12-09T11:46:48Z
canonical: "help.canary7.com/cluster-job-creation-master"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.canary7.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Clustering

## 📦 Understanding Clustering in Canary7

### 

### 🔗 What is Clustering?

**Clustering** in Canary7 is a two-step system that groups individual jobs (usually shipments) into **clusters** for more efficient processing. It helps warehouse operatives pick **multiple orders simultaneously**, each into a **designated container or Cluster Position**.

---

## 🔄 How Clustering Works

1. **🧠 Cluster Job Creation Master** Defines the logic for clustering, including:
  - Job Types
  - Max/Min Cluster Positions
  - Sorting rules
2. **📋 Cluster Planner** Applies your clustering rules to selected jobs and generates **optimised cluster jobs** for execution.

---

## 🧱 Cluster Job Creation Master

This module defines **how jobs should be grouped** into clusters. Each Cluster Position represents a tote or container (e.g., Cluster 3 = Tote 3).

> 📌 Note: This Job Creation Master **does not include a WHERE tab**, unlike others.

### 

## Add Cluster Job Creation Master

Click on the Red Action Button![red action button](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/red%20action%20button.png), this will bring up a drop-down menu, and select "Add"

![add uom](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1664033249991.png)

### 

### 📝 General Tab – Required Fields

  

### ![general tab cluster job creation](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/general%20tab%20cluster%20job%20creation.png)

| 🔹 **Field** | 📘 **Description** |
| --- | --- |
| **Name** | A descriptive name for the clustering setup |
| **Job Type** | Select the Job Type this clustering applies to (e.g., “B2C Amazon Clustering”) |
| **Maximum Cluster Position** | Max number of positions (e.g., 10 totes = 10 positions) |
| **Minimum Cluster Position** | The fewest positions required for a cluster to be created |

  

### 🔄 Job Type Tab

### ![cluster job creation](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/cluster%20job%20creation.png)

- **Primary Selection** – Tick the Job Type selected in the General tab
- **Additional Job Types** – Optionally include others if clustering needs to handle multiple job types

Click **Submit** to continue editing.

### 🔢 Order By Tab

![cluster job creation edit](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/cluster%20job%20creation%20edit.png)

Click on Order by Tab

![order by cluster](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/order%20by%20cluster.png)

To access:

1. Locate your Cluster Job Creation
2. Click the **⋮ Three Dots > ✏️ Edit**
3. Open the **Order By Tab**

Drag fields such as:

- **Location Code**
- **Pick Walk Sequence**

This controls the **sequence of instructions** within each cluster.

## 📋 The Cluster Planner

### 

### 🗂️ Job List Tab

- Shows all current jobs (e.g., shipments)
- Users tick jobs to include in a plan
- Open the Ellipsis menu and click **“To Plan”** to move selected jobs forward

![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1754390182745.png)

🔧 **Plan Creation** Create a new plan or select an existing one 📝 Provide:

- **Plan Name**
- **Cluster Job Creation configuration**

![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1754390230090.png)

### 📘 Plan Tab

This tab manages your cluster plans:

| ⚙️ **Action** | 📘 **What It Does** |
| --- | --- |
| **View** | View plan details and grouped jobs |
| **Run** | Applies the clustering logic to generate cluster jobs |
| **Delete** | Remove plans no longer needed |

🧠 Once a plan is **run**, Canary7 creates **Clustered Jobs** based on your configuration.

![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1754391032276.png)

### ![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1754391096499.png)

## 🧾 Summary

✅ Use **Cluster Job Creation Master** to define the structure ✅ Use **Cluster Planner** to select, group, and plan jobs ✅ Execute plans to generate **optimised, efficient cluster jobs**

## 📦 Cluster Picking – Executing the Job

Here is an example of a typical Cluster Picking execution

*Note: This may change depending on the number of verifications you have selected on your Shipment Picking Profile*

- 🧮 **Scan From Location Check Digit**

![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1754392418738.png)🔍 **Verify Item Code**

![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1754392461923.png)

🔢 **Verify Quantity**

![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1754392621696.png)

✅ **Scan the Label of your Cluster Tote**

*Note: If you run out of space in your initial Cluster Position Tote, you can scan another Container in, this will associate a secondary container to that Cluster Position*

![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1754392683516.png)

---

## December 2025 Updates (Staging only)

Note: The below functionality is currently only available on staging environments:

## 🔄 How Clustering Works

1. **🧠 Cluster Job Creation Master** Defines the logic for clustering, including:
  - Job Types
  - Max/Min Jobs
  - Max Instructions
  - Where Criteria
  - Sorting Rules
2. **📋 Cluster Planner** Applies your clustering rules to selected jobs and generates **optimised cluster jobs** for execution.

## 🧱 Cluster Job Creation Master

This module defines **how many jobs and instructions should be grouped** into clusters, along with defining the **maximum weight of the cluster job**.

### 

## Add Cluster Job Creation Master

Click on the Red Action Button![red action button](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/red%20action%20button.png), this will bring up a drop-down menu, and select "Add"

![add uom](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1664033249991.png)

### 📝 General Tab – Required Fields

![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1765275312269.png)

| 🔹 **Field** | 📘 **Description** |
| --- | --- |
| **Name** |  |
| **Job Type** | Select the Job Type this clustering applies to (e.g., “B2C Amazon Clustering”) |
| **Job Number Assignment** | A drop-down that will define how the job number assignment of the cluster. |
| **Min Job** | The minimum number of jobs needed to run the cluster. |
| **Max Jobs** | The maximum number of jobs that will be in the cluster. |
| **Max Weight** | The maximum overall weight of the cluster. |
| **Max Instructions** | The maximum number of instructions of the cluster. |

### 🔄 Where Tab

With the 2025 changes to Cluster Job Creation Master, the job tab has been removed and replaced with the where tab. This operates similarly to other '**Where**' functions found within Canary7.

![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1765276431065.png)

### 📝Adding Order by's

![cluster job creation edit](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/cluster%20job%20creation%20edit.png)

To access:

1. Locate your Cluster Job Creation
2. Click the **⋮ Three Dots > ✏️ Edit**
3. Open the **Order By Tab**

Drag fields such as:
  - **Location Code**
  - **Pick Walk Sequence**

### 🔢Cluster Order By Tab

This controls the order in which jobs are selected to be added to the cluster.

![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1765277811250.png)

### 🔢Order By Tab

This controls the order in which instructions are selected to be added to the cluster.

![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1765277878203.png)

## 📋 The Cluster Planner

### 

### 🗂️ Job List Tab

- Shows all current jobs (e.g., shipments)
- Users tick jobs to include in a plan
- Open the Ellipsis menu and click **“To Plan”** to move selected jobs forward

![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1754390182745.png)

🔧 **Plan Creation** Create a new plan or select an existing one 📝 Provide:

- **Plan Name**
- **Cluster Job Creation configuration**

![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1754390230090.png)

### 📘 Plan Tab

This tab manages your cluster plans:

| ⚙️ **Action** | 📘 **What It Does** |
| --- | --- |
| **View** | View plan details and grouped jobs |
| **Run** | Applies the clustering logic to generate cluster jobs |
| **Delete** | Remove plans no longer needed |

🧠 Once a plan is **run**, Canary7 creates **Clustered Jobs** based on your configuration.

![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1754391032276.png)

### ![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1754391096499.png)

### Creating Clusters On Demand

Creating on Demand Clusters is on possible on Auto Initiation.

Inside the Shipment Picking Profile menu users will find the cluster tab and inside a check box to enable Cluster Job on Demand.

![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1765278597195.png)

When enabled drop down option will appear that will allow the user to select which Cluster Picking Job Creation Master is run when initiating a job. The available selection from the drop-down will be based if any of the enabled job types on Shipment Picking Profile match the job type of the Cluster Picking Job Creation Master.

![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1765279257154.png)

## 📦 Cluster Picking – Executing the Job

Here is an example of a typical Cluster Picking execution

*Note: This may change depending on the number of verifications you have selected on your Shipment Picking Profile*

- 🧮 **Scan From Location Check Digit**

![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1754392418738.png)🔍 **Verify Item Code**

![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1754392461923.png)

🔢 **Verify Quantity**

![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1754392621696.png)

✅ **Scan the Label of your Cluster Tote**

*Note: If you run out of space in your initial Cluster Tote, you can scan another Container in, this will associate a secondary container to that Cluster Position* ![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/cls.png)

Once you have selected and entered the required fields, click on the submit button![submit button(1)](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/submit%20button(1).png) to add.

It is a way of arranging jobs that have their respective Job Classes and Job Groups used to help organise job executions.