Add shipments to an Issue

12/4/2020 8:26 PM

Relay allows agents to easily track device shipments related to Issues. Agents can also select whether they or a Customer User will receive shipment notifications. 

  1. Open the Issue you want to add the shipment(s) to. 
  2. Click onScreen Shot 2019-04-01 at 9.57.27 AM.png (Shipments) on the left navigation bar of the Issues modal. 
  3. On the left side of the Shipping screen, select Screen Shot 2019-04-01 at 10.17.21 AM.png.
  4. Fill out the following fields:
    • Description: name your shipment. A recommended format is "[Customer Location] [Device name]" (e.g. "Yuliya's Chocolates Poynt Shipment").
    • # Pieces: number of devices shipped to the Location. 
    • Carrier: select between U.S. Postal Service (USPS), United Parcel Service (UPS), and Federal Express (FedEx). 
    • Tracking #: type the tracking number of your shipment. 
    • Contact Group: select User or Customer User. If you select User, a Relay user (agent) will receive shipment updates. If you select Customer User, a Customer User from the Location with the Issue will receive the updates. 
    • Contact Person: select the specific User/Customer User who will receive shipment updates from the dropdown. 
  5. Hit Save. You may now view the shipment in the Issue modal or by going to Shipments → Track. 
  6. Update shipment information by going back to the shipment record, editing it, and clicking Screen Shot 2019-04-26 at 1.05.35 PM.pngat the bottom of the screen.

Screen Shot 2019-04-01 at 10.22.35 AM.png


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