Tracking Provider
- Susanna Romanelli (Unlicensed)
What is the Tracking Provider section for?
In the Tracking Provider section, users are able to note down in CRM the error messages that the Tracking Provider returns when also setting the orders' fulfilment status with the Fatal Shipping Error.
By doing so for such cases, the system will then send those orders to the Address Verification module>Address Verify section, where the Customer Service team easily spot them and correct their shipping address once this is resolved, the fulfilment will be sent automatically
The Fatal Shipping Error: this error is given when CRM seeks information about the fulfilment and possibly the Tracking Number, if this is already available because the order was shipped.
In Fatal Shipping Error cases, the Warehouse has rejected the order because of a few reasons, for instance, part of the shipping address was incomplete or incorrect, or the Warehouse doesn’t ship orders to the country of the order, the product is no longer available at the Warehouse, etc.
Furthermore, the Warehouse can have fulfilled the orders, but the Tracking Number is not available because the product can't be delivered.
Where is the Tracking Provider section located?
To find this section, follow the below steps.
Log into CRM and go to the left-side menu
Scroll down and click on the Warehouse Management
Then click on Tracking Provider.
Adding a new Tracking Provider error
Go to the Tracing Provider page
Select the Tracking Provider from the drop-down menu
Type the message
Click on the Add button, the error will be listed below and automatically set as active
How to Activate | Deactivate a Tracking Provider error
By switching to ON | OFF the toggle Is Active
How to Edit a Tracking Provider error
Click on the Edit button
The error will pop up in the initial field where can be modified
Once done, click on the Update button
How to Delete a Tracking Provider error
Click on the Remove button
The error will be deleted from CRM
Limitations
After being listed in the Address Verification>Address Verify and having the shipping address corrected, the system will automatically send the order to fulfilment ONLY if the tracking number is related to ONE package|order
However, if the tracking number is related to multiple packages|orders, then the system will leave a note in the Notes area of the order page and the order won’t appear in the Address Verification>Address Verify. These orders have to be manually amended directly on the order page by users.
The reason for not having those orders pop up in the Address Verification module is because this scenario is extremely rare (see the below example)