NOTE: If you have access to more than one association in the Management App, you will need to search for an association in the Association Search box before you start scanning in packages.

Scanning in a Package

  • From any page, scan the tracking bar code on the package and a New Package window will appear
  • If it is for a unit, in the Unit Search box type in the recipient’s name or address and select the recipient. If the exact name doesn’t appear for that specific unit, click on any resident for that unit and you’ll be able to see additional options.
  • You will then see all Residents for that Unit as well as any specific instructions a Resident has set. For the package below, I would also “check” the Resident Selah Short, as her instructions are to include her on all deliveries.
    • The instructions come from that specific Resident’s Package Instructions that can be found by searching for them in the Resident Search box and clicking on their name.
  • If the package is for a Team Member, select the Association radio button. No notifications go out for Association packages.
  • After you’ve selected the Resident(s), you need to complete the rest of the fields for the package.
  • Status: 
    • The default Status for all new packages is Received (because it has been received by the front desk).
    • If a Resident drops off a package to be picked up by a courier, change the status to Outgoing, so that the package will appear in the Outgoing section.
  • Type:
    • The default Type is Package, but if the item received is something other than a package (for example, an envelope, dry cleaning, or perishable), select the correct Type.
    • The on-site Management Team has the ability to add additional Types if necessary.
  • Courier and Courier Description:
    • If the system can determine what the courier is based on the tracking number, it will automatically find it from the list. If it is not automatically selected, choose the correct Courier from the list. The Courier Description field will also update based on what is selected, but you can manually enter a description (specifically designed for when Other is selected).
    • The on-site Management Team has the ability to add additional Couriers if necessary.
  • Description:
    • The default Description is blank and it is not required. However, this can be used to enter information to describe the size or color of the package.
  • Tracking Number:
    • This field is Read Only when scanning in a package. This tracking number may be longer than what is written on the label as often times the bar code has a longer number embedded in it and the label contains the last several digits.
  • Location:
    • This is the location where the package will be stored. The association may have a default location set, but if it is being stored elsewhere, select the proper location from the dropdown.
    • The on-site Management Team has the ability to add additional Locations if necessary.
  • Once all of the fields have been entered, click Create (click here for information regarding the Create & Add to new Batch option).

Packages – Scanning in a Package
Tagged on: