Deprixa Plus — Shipments · Tips and Best Practices
- Use customer search: Always search for existing customers in Step 1 before entering new contact details. This keeps your CRM clean and avoids duplicate records.
- Multiple packages: If a customer is sending several boxes to the same recipient, add them all as packages within one shipment rather than creating separate shipments. This simplifies tracking and invoicing.
- Attach payment proof: For cash or manual payments, upload a photo or scan in Step 4. This creates an auditable record of payment received.
- Print labels immediately: Generate and print the label right after creation while the package is still at the counter. This avoids unlabeled packages accumulating in the warehouse.
- Use status notes: When updating shipment status, always add a descriptive note (especially for exceptions). These notes appear in the activity log and on the public tracking page.
- Leverage the "Ship Now" flow: Customers who calculate rates on the public calculator can click "Ship Now," which feeds their data directly into the creation wizard. This reduces manual data entry.