To create a delivery in your Trexity merchant portal, follow these steps:
1. Start a New Delivery
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Log in to your merchant portal.
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Click New Delivery in the left-hand menu.
Click here for a step-by-step video guide.
2. Enter Delivery Details
Fill in the required fields:
Pickup Information
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Select your pickup location from the dropdown, or manually enter the address.
Order ID
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Enter your preferred order ID.
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If left blank, one will be auto-generated.
Recipient Name
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Enter the customer’s full name.
Delivery Address
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Begin typing the address and select the correct option from the dropdown.
Recipient Email & Phone
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Provide the customer’s email and phone number.
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This allows them to receive delivery updates and lets support reach them if needed.
Description
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Briefly describe what’s being delivered.
Value of Goods
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Enter the total dollar value of the items in the delivery.
3. Set Delivery Requirements
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Add any requirements, such as proof of delivery or delivery notes.
4. Save the Delivery
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Review all the details carefully.
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Click Create to save the delivery as a draft.
5. Schedule the Pickup
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Confirm you’re ready for pickup.
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Select the delivery (or multiple deliveries).
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Click Actions in the top right, then choose Pickup Window.
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Select your preferred date and time window.
For details on how scheduling works, see this article.
6. Print the Label
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Go to Routes in the menu to view your delivery.
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Each delivery will have a Trexity Route ID (e.g., H13).
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Click the Route and print your delivery labels.
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Attach the label securely and make sure it’s visible.
Important: Couriers cannot pick up or deliver packages without a label.
7. Track the Delivery
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Once scheduled, you can track the delivery in real time from your portal.
PRO Tip:
You can set default pickup and delivery notes, as well as delivery requirements, for each location. These settings will apply to all future deliveries. Be sure your delivery hours are accurate for each location.