How do I prepare my orders with Smart Send?

Dashboard

To help you understand the status of your orders we have a variation of tabs at the top. These tabs include: 

• View All - All orders that have been imported from your sales channel.
• Ready - Orders in here are ready for you to send.
• Not Ready - Orders in need attending to.
• Saved for Later - Orders you have chosen to save for later
• Group Items - Orders which have the same address will be in here so you can easily group them into as many parcels as required. 

Choosing a service

When you're ready, you will need to apply a service to your orders. To do this simply click on 'Please choose a service' within the Service/Courier column.

When a service is chosen you will see the name, logo and price. If you need to change the service, click on the logo or hover over the area and click 'Edit'.

To apply a service to multiple orders, use the checkboxes to the left of each order, to select the ones you need. The task bar will appear at the bottom of the page where you can the click on 'Choose a Service'.

Editing the parcel weight and dimensions

Under the Parcel Details column, you should see the weight and dimensions. This information has been pulled in from your sales channel. To make amendments you can click on this section.

The panel displayed will allow you to amend the weight and dimensions. Within this you can also amend the quantity and the value. If your parcel is being delivered internationally, you will need to provide a tariff code in this section.

To get the most accurate quote we always recommend that our customers enter the full dimensions. Under-declaring either the weight and/or dimensions may lead to additional surcharges from our couriers.

Editing the delivery address

To edit any delivery details, click on the recipients name and address within the 'Customer Address' column. By default you will see the recipient name, postcode and country of delivery. 

The panel displayed will allow you to amend the name and address as well as the contact phone number and email address. On some services chosen, you may be able to leave delivery instructions. 

Most couriers require a phone number and/or email address. If the customer doesn't provide these, you can provide your own. There are three ways you to do this:

1. Manually fill in these details.
2. Use our Bulk Actions. Find out how by clicking here.
3. Set up a rule using Rule Manager. Find out how by clicking here.

Our recommendation would be to create a rule. This will save you a lot of time as the Rule Manager, once the rule has been created, will automatically fill in any missing information. 

Saving orders for later and deleting orders

To delay sending any orders, you can choose to 'Save For Later'. Saving an order for later will add this to the 'Save For Later' tab, at the top of the page.

If you need to delete any orders, simply check the box next to each of the required ones. The task bar will appear at the bottom of the page with an option for you to delete. Go ahead and click on this. Any orders that are deleted can be restored at a later date.

To find out more about deleting and restoring orders click here.

Grouping orders

If some of your orders are being delivered to the same address, we have an option for you to group these together. Simply go to the 'Group Orders' tab at the top of the page. In her you will be able to select the orders you want to group together. As well as grouping them into one box, you can also use the option to place these orders into multiple boxes. For example, if one of your customers has ordered four items, you could potentially group these items into two boxes. 

When you have completed the grouping of your orders, make sure you check the weight and dimensions. By default, Smart Advisor can calculate the weight for you, however, the dimensions will need to be reviewed. Make sure these details are correct to avoid any additional charges by the couriers. 

To find out more about grouping and splitting orders click here.

Extras

Preparation Checklist 

Once you've managed your orders you can now prepare to book. Before booking we always recommend that you check the following are correct:

• Weight and dimensions of the parcel.
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• Under-declaring the weight and/or size could result in additional surcharges by the courier
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• Customs information, including tariff codes
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• Excluding any relevant information such as parcel contents and tariff codes could result in delays at customs
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• Relevant protection
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• Depending on your business needs, you may want to protect your parcel from any loss or damage.

Adding additional features

Parcel Protection

Covers the cost of your order in the event it is lost or damaged. Terms and conditions.

Delivery Guarantee

All full refund of your carriage if your parcel is not delivered by a specified date. this date will be dependent on the service type and when the parcel is collected or dropped off. 

Proof of Delivery

Guarantee your parcel has been received by adding a signature to your delivery.

Print in Store

No printer, no problem, some of our couriers offer to print the label for you. Find out more.