- Log in to your merchant portal and click on New Delivery in the menu.
- Fill in the fields with relevant information:
- Pickup information - your location/ pickup address and any pick up notes for the courier
- Order ID - this is whatever you want the ID to be for your reference
- Recipient Name - the name of the customer
- Delivery Address - where the delivery needs to arrive (start typing and choose the correct address from the dropdown options)
- Recipient Email and Recipient Phone - the customer's contact info so they can receive notifications during delivery. Plus our support can contact them if needed.
- Description - Details of what’s included in the delivery
- Value of Goods - The dollar value of the goods in the delivery
- Set any delivery requirements as needed, including proof of delivery.
- Please carefully review the information entered to ensure everything is correct.
- Scroll down and click Create - this will save the delivery as a draft.
- Go to Routes in the menu to find your delivery, which now has a Trexity ID assigned (Trexity route IDs look like this: H13).
- Click on the Route and print your delivery labels.
- Please make sure the labels are attached to the package and easily visible.
- Couriers cannot deliver a package without a label.
- Double check that you're ready for couriers to come pick up.
- When you're ready, go to Routes in the menu, click on the route ID, and then click Edit. Scroll down to the Scheduling section to choose the posting time (when we can start notifying couriers to come pickup your deliveries). For more info on how scheduling works, see this article.
- Sit back and watch your delivery happen in real time.
Note: You can set default pickup notes, delivery notes, and requirements for each of your locations. These will apply to all future deliveries you create. Please make sure each location's delivery hours are accurate.