When a customer comes into your Mail Center to pick up mail without a scheduled appointment, you can create a pickup task and process out the mail accordingly, please follow these step-by-step instructions.
- Ask for ID to verify identity.
- Create and process the pick up task before handing the customer their mail items.
1. Login to your Dashboard and navigate to the "Pickups" tile. Click "Create Pickup".
2. Search for the Customer in the system, click "Search".
3. The customer information will appear below.
- Please click the customers information to view the available items to choose for the pickup. You will be directed to the list of available items for the customer to pick up.
- Click on the "Mail items" that the customer is requesting to pickup and click "Create Pickup". (If you do not process the pickup immediately, this Scheduled Pickup will be available in your Todo List, under "Process Scheduled Pickups".)
4. You will be directed immediately to begin to process the newly scheduled pickup for the Customer in the Admin Portal.
- Please follow the Step-By-Step instructions to complete the Pickup of the mail items from the customer’s Digital Mailbox and charge the due processing fee.
Note: If you are unable to click on the mail item or it is grey, the mail item is already included in another task. The other task must be declined to proceed with creating a new pick up task.