Once the claimant completes the shipping forms, the claim will move to the ‘Ready for Shipping’ section.
When ready to ship, package the item according to the details selected.
If you are not sure what the shipping details selected, you can see the box/carrier selected by clicking ‘Shipment Details’ and scrolling to the bottom where the grey box called ‘Parcel Info’ is.
This will show the carrier and package information. Click the ‘Back to Claim’ button at the top to return to the claim.
To print the label, click the red ‘Print Label’ button. This will open a new window with the shipping label to print and adhere to the shipment.
Once you click that button, an email with tracking information will automatically be emailed to the claimant.
Once the label is printed, return to the claim and click the ‘Complete Shipping’ button to archive the claim and move the claim to the archive.
This will also add the tracking link to the top of the claim for your reference.
Follow these instructions if a customer is providing the shipping label. This will move the claim to ‘Ready for Shipping’ without emailing the claimant a shipping invoice.
After you ‘Accept’ a claim, click the purple ‘Schedule for Shipping’ button at the top of the claim. This will take you to the ‘Create Shipment’ page.
At the top of the page next to ‘Create Shipment’ click the purple ‘Skip’ button, then click ‘Continue.’
Once the item is sent out, click the ‘Complete Shipment’ button to achieve the claim and item.
Follow these instructions if you will be using your own shipping account to create shipping labels.
After you ‘Accept’ a claim, click the purple ‘Schedule for Shipping’ button at the top of the claim. This will take you to the ‘Create Shipment’ page.
Click the ‘Skip & Send Address Form’ button. This will email the claimant a form to input their address, but not require them to pay for shipping.
The claim will remain in ‘Awaiting Information’ until the claimant completes the form they were emailed.
Once the form is complete, the claim will appear in ‘Ready for Shipping.’
Click the ‘Shipment Details’ button at the top to see their shipping address to create your label.
Click ‘Back to Claim’ at the top to return to the claim.
Once shipped, click the ‘Complete Shipment’ button at the top to achieve the item and claim.
If a customer reaches out that they did not get an email for shipping information, let them know it may have gone into their Spam folder.
You can also resend the invoice by clicking the ‘Resend Invoice’ button at the top of the claim. This will resend the email.
If you need to see the package details or shipping address you can do so in shipment details.
Open the claim and click the ‘Shipment Details’ button at the top.
Here you will see the return address on the left, the claimant’s address on the right, and the package details at the bottom. For international shipments, you can also see customs information at the bottom.
Once you are done, click the ‘Back to Claim’ button at the top.
At times, you may need to undo shipping because an item is going to be picked up, the package size was wrong, the carrier selected is wrong, the claimant put in the wrong address etc.
To do so, go to the claim and click ‘Undo Shipping’ at the top.
Click ‘Undo’ on the popup window.
This will take the claim back to the ‘Accepted’ stage so you can schedule for pickup or resend shipping details.
If the claimant wants to change the shipping address and the item has not been packaged – follow the “Undo Shipment” process above and send them a new invoice.
If the item has been packaged and not sent, reach out to your Pixit account rep and they can help undo the shipment to send a new invoice.
If the item has been shipped and picked up by the carrier, they will need to contact the carrier to see if they address can be updated.