Using Manifests in the Customer Portal
This article outlines how to create an Incoming Manifest via the Customer Portal
- Release Notes
- Newly Released Features
- Getting Started
- Roles & Permissions
- Manifests
- Order Management
- Employee Management
- Customer Management
- Customer Portal
- Stock Management
- Invoicing
- Reporting
- Custom Fields
- Integrations
- GSX
- Shipments
- Service Contracts
- Configuring Your Environment
- Part Requests
- Incoming Part Allocation
Table of Contents
More Information on Incoming Manifests
- The Incoming Manifest and Manifests in the Customer Portal are available for Fixably Depot customers.
- See Documentation here: https://fixably.helpjuice.com/en_US/manifests
Creating an Incoming Manifest in the Customer Portal
- Log in to the customer portal and click the Create Manifest button.
- Select the Service Location from the drop-down menu. You can also add a Reference Number for the Manifest / Batch and the Incoming Tracking Number (if available).
- To add individual items to the Manifest, click the Add Item button.
- If you are working with a larger batch, you can also Import Items.
- If the Add Items button is selected, a manual form will appear to fill in the data.
- First, select the Device Brand and add the Model.
- Fill in the Issue Description field with details about what isn't working with the device.
- If you know the individual Serial Number or IMEI of the Device, add it to the form.
- If you do not know the individual devices, you can specify only the quantity of submitted models. The correct Serial / IMEI Numbers can be added when the Manifest is received in the Fixably Core application. If more than 1 quantity is selected, the the Serial and IMEI fields cannot be filled out.
- Select the Return Method for the Device.
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Return to Provider - Device is being returned to the person / address on the Customer Card in Fixably.
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Return to Customer - Device is being returned to a different person. This value is stored in the End User fields in the Order.
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Return to Provider - Device is being returned to the person / address on the Customer Card in Fixably.
- Fill in the Additional Note field with any additional remarks.
- If desired, fill in the Reference Numbers for the Individual Items. Note that this is different than the Manifest Reference filled in previously (which is used more on the Batch level, rather than an individual device.
- See example below showing filled-in data.
- When you are finished adding details, click the blue check mark. This will save that specific item to the draft Manifest.
- Click Add Items and repeat the above steps for any additional devices.
- When you're ready, click the Save button at the bottom of the window.
- You'll see a message indicating the Manifest was created successfully.
- Once the items are received, the Processed Quantity column will update