How to Create a Task in the Portal

Created by Diana Miller, Modified on Wed, 2 Apr at 11:40 AM by Brian Cummings

Our clients commonly request additional tasks for the warehouse team to perform. Typical tasks include:
  • Photo requests
  • Inventory checks or unit counts
  • Inventory inspections
  • Inventory disposals 
  • Relabeling products
  • Transferring a product's identifier (SKU, UPC, ASIN, FNSKU, etc...)
  • Shipping quotes

Please follow the steps below to request these or similar tasks from our warehouse team. We also have video instructions here.


 
Navigate to the Outbound Shipment section of the portal and select Create New Shipment.


Name the shipment Task - (type of task) and provide any necessary instructions in the Shipment Notes field. When complete, proceed by selecting the blue Create Shipment button.



Watch the Warehouse Notes section for questions or comments made by the warehouse team. When the task is complete, the team will mark the shipment as Closed.




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