Idrive Order Handling Process - Revision history

Kelli at 18:42, 6 March 2017

2017-03-06T18:42:08Z

Alex at 17:10, 29 September 2015

2015-09-29T17:10:09Z

Alex at 17:06, 29 September 2015

2015-09-29T17:06:10Z

Alex at 18:32, 15 December 2014

2014-12-15T18:32:18Z

Alex at 01:57, 4 December 2014

2014-12-04T01:57:37Z

Alex: Created page with "Base Station Shipping Process Receive Order 1. Receive Order Request from Curt or Chrysta 2. A customer must have a base station ready to be shipped out and must be in admi..."

2014-11-11T23:48:14Z

Created page with "Base Station Shipping Process Receive Order 1. Receive Order Request from Curt or Chrysta 2. A customer must have a base station ready to be shipped out and must be in admi..."

New page

Base Station Shipping Process

Receive Order

1. Receive Order Request from Curt or Chrysta

2. A customer must have a base station ready to be shipped out and must be in admin center. Base Station should be shipped out before cameras so it can arrive first or at the same time. This is important because if the cameras got there first and were installed before the base station they could fill up with a lot of events and clog up the system. The installation manual for the cameras is also on the desktop of the base station.

New Customer Set-up in Admin Center
1. Log-in to the admin center admincenter.idrive.pro/adm/login/

2. Click on Sales and type in the customer’s name into the search bar on the left hand side.

3. Click on the customer’s name under the “Clients” menu. Confirm that the client’s company name is how it should appear from here on out. Once the client is made operational it is very difficult to change this company name. Scroll to the bottom and on the bottom right there is a button that states “MAKE CLIENT OPERATIONAL”. It will ask to confirm that you want to make the client operational. Click yes. If you are not taken to “Home” section automatically then click on the “Home” link and search for the customer.

4. Click on the Customer’s name to be taken to their main AdminCenter profile.

Adding a New Customer Location

5. Click on Add Contact. Add all of the information for the personnel contacts that you have and click “Save”. Ideally, these are people that can have direct access to the Idrive equipment.

6. Click on Add Address. Add the Ship To address form the quote or purchase order into the boxes provided. Confirm the address with the client before shipping equipment.

7. Click on Add Location and Product Key. This function will create a location for the base station to live. Fill out the dialogue boxes with the address info for that location.
a. The technical contact for the location should be the contact which you entered in step 5.
b. The “Region Group Host” drop down menu should be set to “us-east-1”

8. Notify Engineering Department that the information has been entered in Admin Center.

Shipping the Base Station

1. Once engineering has setup the Base Station he will provide you with a shipping form. Double check that all of the information is correct on the form.

2. If the boxes are not sealed make sure that there is a Base station setup manual in the box and seal it with tape.

3. Make sure that previous shipping labels are not visible on the box.

4. Create a FedEx shipping label for the boxes.

Monitor: 11.5 Pounds
Base Station: 27 Pounds

Create a new email to curt@idriveglobal.com chrsyta@idriveglobal.com

Title the Email “Enter Customer’s Name Base Station Shipment” Then Write:

“Customer Name’s Base Station will be going out today via FedEx Ground (or whatever service you used)

Box 1 (Monitor) xxxxxxxxx
Box 2 (Base Station) xxxxxxx”

← Older revision		Revision as of 17:10, 29 September 2015
Line 1:		Line 1:
		+	As soon as you receive any quotes from Curt, Chrysta, Kelli, Mark, Sean or Alex, print the quote and place it in the pending order binder provided by Kelli. And enter the order in the Master Shipping Spreadsheet so that everyone is aware that the order is pending and being processed.
		+
	Base Station Shipping Process		Base Station Shipping Process

@@ Line 55: / Line 55: @@
 New Camera Ordering Process:
-.	First, you will receive an email from Chrysta or Curt with an order.
+.	First, you will receive an email from Chrysta or Curt with an order and an automatically generated email from AdminCenter with a packing slip. These documents confirm that an order is ready to be shipped.
 .	Once you get the order, put it into a spreadsheet marked by the date of the shipment. This includes: Company Name, Number of Cameras, Location to assign cameras to, Contact, Phone Number, Address, and Quote Number.

@@ Line 56: / Line 56: @@
 .	First, you will receive an email from Chrysta or Curt with an order.
 .	Once you get the order, put it into a spreadsheet marked by the date of the shipment. This includes: Company Name, Number of Cameras, Location to assign cameras to, Contact, Phone Number, Address, and Quote Number.
 .	You locate the Quote Number from the Admin. Center under Sales and by entering the company name in the “search all” tab on the left side. (Make sure it is the right date as sometimes there is more than one quotation for any given customer).
 .	Once all information is filled out properly in the spreadsheet, create a FedEx Ground (unless specified) Shipping Label.
 a.	When doing the weight for the package, know that Emlinq can fit 21 cameras in a box.
 i.	Cameras= 1 pound
 ii.	Power Cables = .5 pound
 iii.	So for every camera shipped, its 1.5 lbs
 b.	If the Order came from National Interstate the package will need to be insured. The insurance amount goes under the section declared value. The amount should be $600 per every camera in the box.
 .	Send over both the Dated Spreadsheet and the Shipping Label to Emlinq.
 a.	You will be dealing with Michael Raj and his email is mraj@emlinq.com.
 i.	Direct Line: 805-283-4687
 ii.	Cellular: 508-304-4633
 .	After that email is sent, you need to check the Admin. Center periodically to see if he has entered it into the system.
 a.	You will find this under the Manufacturing tab and then the shipping tab.
 b.	You are able to search the shipping page if it is not the first one on the list (it usually is).
 c.	Once you locate the correct order, you click “Edit”, enter the tracking number in the box provided, and then “Save Shipping”.
 d.	Go back to the Shipping List and close out the shipment.
 .	You will receive an emailed Shipping Form that contains the camera serial numbers assigned to the customer. PDF print this and store in Shipments folder.
 .	Michael Raj should then send you a packing list for the shipment that combines the total amount of units shipped out that day for billing purposes. Only sign once the cameras order has been closed out of the system. Also write how many units went to each customer on the document. Scan and send back to Michael Raj. Give signed packing slip to Chrysta.
 FINISHED

← Older revision		Revision as of 01:57, 4 December 2014
Line 51:		Line 51:
	Box 1 (Monitor) xxxxxxxxx		Box 1 (Monitor) xxxxxxxxx
	Box 2 (Base Station) xxxxxxx”		Box 2 (Base Station) xxxxxxx”
		+
		+
		+	New Camera Ordering Process:
		+
		+	1. First, you will receive an email from Chrysta or Curt with an order.
		+	2. Once you get the order, put it into a spreadsheet marked by the date of the shipment. This includes: Company Name, Number of Cameras, Location to assign cameras to, Contact, Phone Number, Address, and Quote Number.
		+	3. You locate the Quote Number from the Admin. Center under Sales and by entering the company name in the “search all” tab on the left side. (Make sure it is the right date as sometimes there is more than one quotation for any given customer).
		+	4. Once all information is filled out properly in the spreadsheet, create a FedEx Ground (unless specified) Shipping Label.
		+	a. When doing the weight for the package, know that Emlinq can fit 21 cameras in a box.
		+	i. Cameras= 1 pound
		+	ii. Power Cables = .5 pound
		+	iii. So for every camera shipped, its 1.5 lbs
		+	b. If the Order came from National Interstate the package will need to be insured. The insurance amount goes under the section declared value. The amount should be $600 per every camera in the box.
		+	5. Send over both the Dated Spreadsheet and the Shipping Label to Emlinq.
		+	a. You will be dealing with Michael Raj and his email is mraj@emlinq.com.
		+	i. Direct Line: 805-283-4687
		+	ii. Cellular: 508-304-4633
		+	6. After that email is sent, you need to check the Admin. Center periodically to see if he has entered it into the system.
		+	a. You will find this under the Manufacturing tab and then the shipping tab.
		+	b. You are able to search the shipping page if it is not the first one on the list (it usually is).
		+	c. Once you locate the correct order, you click “Edit”, enter the tracking number in the box provided, and then “Save Shipping”.
		+	d. Go back to the Shipping List and close out the shipment.
		+	7. You will receive an emailed Shipping Form that contains the camera serial numbers assigned to the customer. PDF print this and store in Shipments folder.
		+	8. Michael Raj should then send you a packing list for the shipment that combines the total amount of units shipped out that day for billing purposes. Only sign once the cameras order has been closed out of the system. Also write how many units went to each customer on the document. Scan and send back to Michael Raj. Give signed packing slip to Chrysta.
		+	FINISHED

@@ Line 44: / Line 44: @@
 Base Station: 27 Pounds
-Create a new email to curt@idriveglobal.com chrsyta@idriveglobal.com
+Create a new email to curt@idriveglobal.com chrysta@idriveglobal.com
 Title the Email “Enter Customer’s Name Base Station Shipment” Then Write: