Below is the list of topics explained on this page:
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What is the Address Verify
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section for?
The Address Verify page section has listed all orders that need in which the Shipping Address verified manually by usersis either incomplete or incorrect and for this reason, users have to be manually verified each one of them.
There are cases in which orders have been already screened by Melissa, but this software was not able to correct the address due to a lack of information, or the details don’t match any existing address, so Melissa is unable to find a match in its database. In such cases, the orders' shipping addresses have to be revised and update manually.
Where the Address Verify section is located?
Log into CRM and go to the left-side menu
Scroll down and click on Address Verification
And then on Address Verify.
What is on the Address Verify page?
On the Address Verify page, the user has on the top of it a few fields, to search for orders.
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Additionally, underneath the search, there is a table in which are listed all orders that are having issues with the Shipping Address (see below example):
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Address 1: This is the first line of the shipping address, which is the street/road name and the building number
Address 2: any additional information of on the shipping address, for example, the house/apartment number
City
Zip Code
Country
Verification Result: this is strictly related to Melissa and how it works. In this column, users can check the level of the verification and by hovering the mouse on the “i” icon on the right side of each order, a tooltip appears informing the level of verification that Melissa was able to reach when the order was placed:
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It’s important to highlight that addresses are verified on various levels. A shipping address is considered 100% verified and correct when the house/flat or building number is available, otherwise it will be verified up to certain other levels, such as Locality Partial, Premise Partial, Thoroughfare Partial, etc.
To understand each one of the levels, please click on the Show Legend button, located at the bottom of the the page, which will display all Verification Results with related explanations:
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Tracking Numbers: it’s a YES | NO answer. If theorders related to the Shipping Address have been shipped, then the field will display a YES.
Actions: all Actions buttons are displayed to make adjustment adjustments on each order shipping address
Created Date: it’s the date when the order was placed
Last Updated: last update was made on the shipping address
The Actions buttons
Using these buttons, the users are able to take action on the orders.
The Copy Address button
With this the Copy Address button, users can easily copy the entire shipping address that is currently available for the order.
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The Save Changes button
By clicking on this the Save Changes button
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the user saved all the changes made on to the order’s details on in the columns: Address1, Address 2, City, State, Zip Code Country
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After the address has been verified, the order will be listed on the All Address Verification>All Verified and the user My Address Verification>My Verify sections
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The Send Email button
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Once configured, by clicking on it, the system will email the customer requesting more information about the shipping address
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The User Account button
Using this the User Account button
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users can open the Customer profile account and find the list of all the customer’s orders.
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The Address Change History button
By clicking on this the Address Change History button
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a tab pops up displaying the shipping address prior to the editing and the updated one (see the below example)
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The Bookmark button
By clicking on this button
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, the order will be taken by the user and saved on the user’s
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Address Verification>Bookmarked
On the other hand, by accessing the Address Verification>Bookmarked section
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and clicking on
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the Unbookmark button, the order will disappear from the
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user’s bookmarked section and reappear
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in the Address Verify area
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The Show Legend button
By clicking on the Show Legend button, located at the bottom of the page, will be displayed the explanation of each one of the Verification Results:
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How the Address Verification Process works
1. Melissa check checks and correct corrects the orders. The first step is done by Melissa (Address Validator), which filters all orders which whose shipping address has been flagged because some information was missing or wrong and amend amends them.
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However, there are cases in which orders have been already screened by Melissa, but this software was not able to correct the address due to lack of information, or the details don’t match any existing address, so Melissa is unable to find a match in its database. In such cases, the orders' shipping addresses have to be revised and update manually. |
2. When addresses have to be updated manually, they are displayed on in the Address Verify section, under the Address Verification.
Go to the left side menu and select Address Verification
Address Verify
On the right side of the page the list of all orders, which address has to be verified, is displayed
Orders which Shipping Address is incomplete or incorrect are not sent to be fulfilled. In other words, they will remain in Paid status until an user will update its data.
Moreover, orders whose shipping address needs to be corrected are marked with the Pending Address Verification flag at the top of their page:
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3. Users need to check and update order by order.
According to the procedure, the Customer Service contact via email/phone the customer requesting to confirm the correct address. Once the right address is provided by the customer, the Customer Service team updates the information in CRM and the order is sent for fulfillmentfulfilment.
How to update a Shipping Address
Please note that users can update an order Shipping Address:
From the Verify Address
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page
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Directly on the order page.
Update a Shipping Address from the Verify Address page
Start editing the shipping address directly on the Address Verify page, by double-checking
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the order details
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in the columns: Address1, Address 2, City, State, Zip Code Country.
Please note that there may be cases in which it still Melissa helps to correct the address, through a tab that will pop up providing the address that has just been changed, and the address suggested by Melissa (see the below example)
The user can choose which address is most correct and click on the Update button on the tab to save the changes.
Once the changes have been made, go to the Actions
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column and click on the Save Changes button to finalize the task
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B. Click on the User Account button, to open the Customer profile account and edit the order, from the order page itself. From the Customer profile account, users should open all orders in Paid status
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Orders which Shipping Address is incomplete or incorrect are not sent to be fulfilled. In other words, they will remain in Paid status until an user will update its data. |
and on the order page check if the order is marked with the Pending Address Verification flag
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Please note that CRM has a specific feature that notifies the client and Customer Service about all orders in which customers’ shipping addresses are either incomplete or incorrect. When an order has an incorrect/incomplete address, at the top of the order page there is a label displaying the following message: |
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Once you are on the order page, please scroll down to the shipping address section
Click on the Enable Editing button
Edit the Address
Click on the Save button
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Then hit the Save button
When clicking on the Save button, if there are other orders linked to this Shipping Address, the system will ask users to confirm whether the Shipping Address for these other orders should be modified too
To confirm the address changes for these other orders, users need to turn on the toggle Allow change (see the below example)
Once saved the changes, the system, also, will leave an automatic note on the order page, specifically in the Notes section, informing that the shipping address was modified, when, and by whom (see the below example)
Once the verification has been made, the order is sent to be fulfilled. Moreover, it will be also automatically moved to the Address Verification>All Verified section, whereare displayed all orders whose shipping address was previously modified (see the below example)
Update a Shipping Address from the Order page
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Orders whose address has to be amended are flagged as Pending Address Verification on their page (see the below example) |
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Click on the User Account button, to open the Customer profile account and edit the order, from the order page itself
The Shipping Address can be easily edited from the Shipping Address area of the page order, by clicking on the Enable Editing button (see the below example):
After having clicked on the button, the user can make the necessary changes to the address
Once finished, just hit the Save button on the right side of the page
There may be cases in which still Melissa helps to correct the address, through a tab that will pop up providing the address that has just been changed, and the address suggested by Melissa
The user can choose which address is most correct and click on the Update button on the tab to save the changes.
Then hit the Save button
When clicking on the Save button, if there are other orders linked to this Shipping Address, the system will ask users to confirm whether the Shipping Address for these other orders should be modified too
To confirm the address changes for these other orders, users need to turn on the toggle Allow change (see the below example)
Once saved the changes, the system will leave an automatic note, in the Notes section, informing that the Shipping Address was modified, when, and by whom (see the below example)
Once the verification has been made, the order is sent to be fulfilled. Moreover, it will be also automatically moved to
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the Address Verification>All Verified section,
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whereare displayed all orders
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whose shipping address was previously modified
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(see the below example)