Address Verify

What is the Address Verify section for?

The Address Verify section has listed all orders in which the Shipping Address is 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?

1. Log into CRM and go to the left-side menu

2. Scroll down and click on Address Verification

3. 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

Open

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):

Open

On the table, on each column appear a piece of specific order information:

• 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 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:

To understand each one of the levels, please click on the Show Legend button, located at the bottom of the page, which will display all Verification Results with related explanations:

• Tracking Numbers: it’s a YES | NO answer. If the orders related to the Shipping Address have been shipped, then the field will display a YES.

• Actions: all Actions buttons are displayed to make 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 the Copy Address button, users can easily copy the entire shipping address that is currently available for the order

The Save Changes button

By clicking on the Save Changes button

the user saved all the changes made to the order’s details in the columns: Address1, Address 2, City, State, Zip Code Country

After the address has been verified, the order will be listed on the Address Verification>All Verified and the user Address Verification>My Verify sections.

The Send Email button

Once configured, by clicking on it, the system will email the customer requesting more information about the shipping address

The User Account button

Using the User Account button

users can open the Customer profile account and find the list of all the customer’s orders

The Address Change History button

By clicking on the Address Change History button

a tab pops up displaying the shipping address prior to the editing and the updated one (see the below example)

The Bookmark button

• By clicking on this button, the order will be taken by the user and saved on the user’s Address Verification>Bookmarked

• On the other hand, by accessing the Address Verification>Bookmarked section and clicking on the Unbookmark button, the order will disappear from the user’s bookmarked section and reappear in the Address Verify area

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:

How the Address Verification Process works

1. Melissa checks and corrects the orders. The first step is done by Melissa (Address Validator), which filters all orders whose shipping address has been flagged because some information was missing or wrong and amends them.

2. When addresses have to be updated manually, they are displayed 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

Moreover, orders whose shipping address needs to be corrected are marked with the Pending Address Verification flag at the top of their page:

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 fulfilment. 

How to update a Shipping Address

Update a Shipping Address from the Verify Address page

1. Start editing the shipping address directly on the Address Verify page, by double-checking the order details in the columns: Address1, Address 2, City, State, Zip Code Country.

   1. 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)

   2. The user can choose which address is most correct and click on the Update button on the tab to save the changes.

   3. Once the changes have been made, go to the Actions column and click on the Save Changes button to finalize the task

   4. Then hit the Save button

      1. 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

      2. To confirm the address changes for these other orders, users need to turn on the toggle Allow change (see the below example)

   5. 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)

   6. 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, where are displayed all orders whose shipping address was previously modified (see the below example)

Update a Shipping Address from the Order page

1. Click on the User Account button, to open the Customer profile account and edit the order, from the order page itself

   1. 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):

   2. After having clicked on the button, the user can make the necessary changes to the address

   3. Once finished, just hit the Save button on the right side of the page

      1. 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

      2. The user can choose which address is most correct and click on the Update button on the tab to save the changes.

   4. Then hit the Save button

      1. 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

      2. To confirm the address changes for these other orders, users need to turn on the toggle Allow change (see the below example)

   5. 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)

   6. 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, where are displayed all orders whose shipping address was previously modified (see the below example)