- Log in to your merchant portal and click on New Delivery in the menu.
- Fill in the fields with relevant information:
- 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
- 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
- Pickup information - your pickup address, requirements, and any pick up notes for the driver
- Set any delivery requirements as needed.
- Please carefully review the information entered to ensure everything is correct.
- 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.
- Drivers cannot deliver a package without a label.
- Double check that you're ready for drivers to come pick up.
- When you're ready, go to Routes in the menu, click on your route, and click the Post Route NOW button.
- Sit back and watch your delivery happen in real time.
You can set default pickup notes, delivery notes, and requirements in your Profile, these will apply to all future deliveries you create. Please make sure your hours of operation are accurate.