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Manage Ship Immediately Forwarding Requests

To clarify that there are two types of forwarding requests that customers can make. 

Ship Immediately

  • This means they want their item to be shipped right away

Request Quotes

  • This allows the customer to see what the potential costs would be before making a decision to ship the item

If a customer requests for you to ship an item immediately, you will see it on the line item when clicking on the number notification under Forwarding on your dashboard

When you see a customer has requested a ship immediately forwarded request, please follow the below steps:

  • Click on a line item in the forwarding section & you'll be able to open the forwarding request and see more detailed information about that specific request & how the customer would like the item shipped

    • Forward To - The address where the item should be shipped to

    • Service - The type of shipment service they would like you to use

    • Fulfilment Type - This will display if the customer would like a quote or not

    • With Insurance - Y/N if the customer would like you to ship it with insurance

    • With Tracking - Y/N if the customer would like you to send this item with tracking

  • Then, simply drag and drop the mail item into the shipment bundle from left to right. 

    • This can be done by clicking and holding the three lines (hamburger stack) & drag & drop. 

    • Please make sure to do this for all the mail items that are requested

    • If you're unable to consolidate all items into one forwarded package or envelope, don't worry - you can add more shipment bundles as needed

  • The next step is to add the carrier service and the price of the shipping. This can be easily done at the bottom right of then forwarding the request.

    • When adding carrier and service information for the forwarding request, please keep in mind the service requested by the customer as well as the carriers and services you offer at your location. 

  • The next step is to generate the shipping label and price within your location. You can use the resources available to you to accomplish this

  • Once you've generated the label and price (do NOT complete it fully yet until the payment is received), simply enter the information into the Carrier Service & Price section located on the bottom right of the forwarding request

  • Then once all the information, click the blue button in the bottom left of the request that says Complete

  • From here, a pop-up screen will appear, giving you the option to charge the renter for the shipment in real-time or to add it to the customer's next invoice.

    • We highly recommend charging the customer immediately for the shipping fees to ensure that payment is collected before the item leaves your location

  • When you charge the customer's card for the shipping fees in real time, you will receive a green pop-up at the top of the screen confirming that the payment was successful and the shipment has been completed. 

  • After seeing the green pop up, you can go ahead and ship the customers mail item

Please note, that if the payment for the shipping fees is NOT successful when you charge a customer's card in real-time, a green popup will appear at the top of the screen stating that Shipments have been sent to the renter for approval. 

This means that the renter has been notified of the cost and can update their payment information on file.

It is crucial to note that when you receive a pop-up indicating this, you should refrain from shipping the mail item as the payment for this shipping fee has NOT been collected.

Please continue to store the item safely and securely until you receive a notification in the 'Approve' section of your forwarding tab. 

You will receive this notification once the customer has updated their payment information on file and has approved the shipping cost, indicating that they are ready for you to collect payment and ship the item.

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