Ship FedEx or UPS only (2nd Day is recommended, Ground if the client understands the risks)
Shipping often requires a separate invoice, be sure they pay it before returning the materials
Request that tracking notifications be sent to both you and the client
Schedule UPS and FedEx to pickup the package here. Smaller FedEx packages can be dropped off at the box on Folsom and 18th Street. FedEx packages can also be dropped off at Office Max on Harrison.
The hard drive and the tapes should be shipped separately
If the client has only paid a portion of what they owe, we sometimes ship the tapes back first to free up space and hold onto the drive until they complete payment
Do not use styrofoam popcorn as packing material, it flakes and can get trapped in the tape containers
Avoid using paper as a packing material, it can create a static charge
Bubble wrap and air packs are the best for packing
Tapes with loose labels should be wrapped in bubble wrap Tapes that were treated for mold need to be shipped out in a plastic bag with desiccants.
A packing list should always be included in shipment. Currently this is done by generating a Shipping Log for the shipment. (the opportunity should have a ship log before being closed out)
Creating and Printing Labels
Go to FedEx.com
Login in using our FedEx account
Click the “Shipping” tab at the top of the page
Click “Create a shipment”
Check and see if a Shipment Profile already exists, if so that makes filling out the rest easier.
Here’s how to fill out the sections:
1) From:
Morgan Oscar Morel, 2727 Mariposa St FL 2, San Francisco, California, 94110, United States
2) To:
The shipping address of the client
You can find this in Salesforce. Go to the opportunity, then the quote, and find the shipping address. If it’s empty ask the Pres Director for help
3) Package Details
Set the ship date to whenever it will ship. If you’re packing on a Thursday or Friday set the ship date to the next businesses day (typically the following Monday)
Fill out the physical details about the package
Tapes need to ALWAYS be sent FedEx 2-day unless otherwise requested
4) Billing Details
Unless otherwise requested, BAVC will pay shipping.
Bill Transport To: BAVC-846
Your reference: Paste in the quote number associated with the opportunity.
Pickup/Drop-off
Make sure to schedule a pickup unless otherwise requested. It’s best to ship a few things at once if possible because the pickups cost us $10.
5) Shipment Notifications
Sender Email: morgan@bavc.org
Recipient Email: The the client’s email from Salesforce
Check the following boxes
Ship
Pickup (unless dropping off package at FedEx location)
Delivery
With that all filled out you can hit “Ship”
Double check the label to make sure everything is ok.
Before printing make sure that you have a FedEx printer label loaded into the printer.
FedEx printer labels can be used. In order to have them oriented properly please load the label sheets with the FedEx logo Up (facing you) and on the right side of the sheet.
Print a second label and include it in the box. That way if the label falls off the box there is a second inside the box.