Tracking deliveries and ensuring everything is in place for your installations just got easier with MyBlindCo’s new Box Check-In feature. In this tutorial, Brian McGrath (CEO of MyBlindCo & The Blind, Shade & Shutter Co.) and Stephen (Manager of The Blind, Shade & Shutter Co.) will guide you through how to use this feature to streamline your delivery process, keep boxes organized by customer and room, and update statuses for timely installations.
Follow along as we show you how to scan in boxes, check off items, and notify customers when their installations are ready, all within the MyBlindCo app. Let’s get started!
How To Use The Box Check-In Feature in the MyBlindCo App
- In the app, look to the top of the screen. Click the Box Icon (first in the row of icons).
- This button brings up a camera. Use it to scan the barcode on the label of your box.
- On the camera screen (while scanning your box’s label), select the customer PO number.
- This will bring up a screen with shipment details for your customer’s PO.
- Select the manufacturer for this box, and it will load the boxes included in this order’s shipment.
- Check off the boxes you are checking in and use the drop down to list which line items are included in each of the boxes.
- In the order status drop down, select Ready for Install
- Click the Receive Boxes & Update Status.
- You have successfully checked-in your boxes.
- Navigate to the Installations tab.
- Click the Pending Installation button. Here, you will find the customers whose boxes have arrived and are pending installation.
Have questions?
(703) 738-9933
info@myblindco.com
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