Idrive Order Handling Process

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”