Adding Package Notes

The Portal allows you to assign package notes to a delivered package. Notes can inform a recipient that their package has some special requirement. You can add package notes, but activate when necessary. These notes are all customizable and can include:

1. Perishable (default) – Recipient should pick up as soon as possible
   
2. Signature Required – If you need a package to require a signature upon pick up
   
3. ESD – A package might include an electronic device
   
4. Front Desk – A package could be expensive and safer to place and pick up at the front desk
   

To add package notes to your system:

1. From the Portal, click the Main menu on the left, then click Properties.
   
2. Click to select your property. The Properties page opens.
   
3. Scroll to the Package Notes section.
   
4. Click the View Package Notes (pencil) button. The default package notes (if any) display. You can edit any of the default notes and you can add your own package notes.
   
5. Click Add a Note (+) button. The package Notes dialog opens.
   
6. Fill in the fields, click Save. See the table below for a description and example of each field.
   
7. ​​​​​​​​​​You can also click Edit in each note to edit/change the note. Click Delete to remove the note. Click Revert to Default to set the notes to the defaults set up at the time of installation.​
   

Field	Description	Example
Name	What name will be displayed in the UI, when staff/courier checks in the package. Note: Keep this text short.	Perishable Signature Required Front Desk
Description	A brief description of the note, why it is needed.	Contains items likely to decay or go bad quickly such as fresh food, flowers etc. Packages that require a signature upon pick up.
Package Notes Subject (Email Only)	What is displayed in the Subject line of the Notification Email.	Includes a perishable. Signature required on pick up.
SMS Message	What is displayed in the Text Notification	Includes a perishable. Signature required on pick up.
Email Message	What is displayed in the body text of the Email Notification	IMPORTANT: One of these packages is perishable. Please pickup as soon as possible. Signature will be required on pick up.
Staff Visible Only	Select: Yes – If you only want notes to be visible to Staff. No - If you want notes visible to couriers, staff, and all.	N/A
Is Active	Select: Yes - If you want this note to be displayed and active. No - If you do not want the note displayed and active.	N/A

For detailed instructions with images and to download SPR Guides, see the Reference Documents in the Knowledge Base.

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