Consolidated forwarding is an efficient way to manage your forwarding requests.
To start fulfilling new forwarding requests follow these steps:
Log in to your Dashboard and under the Forwards section click New.
It will take you to the Shipment Manager. This is where you can see the mail items to be forwarded.
Create Shipment Bundles, just drag and drop the Mail Items into the Shipment Bundle Box. To drag and drop mail items, hover your mouse over the burger icon and wait for the hand icon to appear.
Click Set Carrier and Service based on the Service Preference the customer had requested.
Add the Price and click Submit.
Once you are done setting up your shipment bundles. Click Submit for Approval and the customer will be notified.
For customer-approved shipment quotes, it will show under the Approve section from your dashboard.
Click Approve, it will take you to the Shipment Manager.
Click on the mail items and Set Tracking Number.
Just a quick note to let you know that once you've entered the tracking details for a package, you can simply click on the Track Shipment button to be routed to the carrier's website and track the package from there.
Click Complete and a pop-up box will appear, charging the customer of the shipping fee. We recommend that you charge the card immediately before sending the mail or packages. Click Submit and the customer will be notified.
This will go to their Forwarded folder where they can see the details of the shipment including the tracking details.
Note: Consolidated Forwarding quote turnaround time is:
When shipments are requested - 30 days.
When shipments are quoted - 3 days.
When shipments are approved and ready for fulfillment - 3 days