Create Pre-Alert and convert

Customers create pre-alerts and send them to the admin portal. Staff will convert them into locker packages.

Step 1. Add customer admin: go to Users menu under the Logistic module → Customers tab → go to customer detail → select Customer Admins tab → select Assign Admin button and select staff 

 

Step 2. Login customer portal → select Logistic → select Pre-Alert List

Step 3. Select Create Pre-Alert button 


Step 4.  In the Create Recipient, fill in the requested fields


Courier Company field options are taken from Settings in admin portal

 

Step 5. Select Save

After the pre-alert is successfully created, its status is Pending, and it is also displayed in the Pre-Alert List menu of the admin portal.


 

At the same time, the system will send email and web notifications to customer admin.



Step 6. Login to admin portal → select Pre-Alert List menu → select an alert and click Convert to Package


Step 7. The system redirects to the Add Package Shipment page, fill in the requested fields and select Save 


⇒ Result: a new packing list is created.


 

Pre-Alert status changes to Approved.


The system will send an email notification to the customer that the locker package has been created.


Did you find this article useful?

';