This article explains the process of tracking US domestic shipments
Barbara will get UPS invoice for each of the warranty shipments within US territory, via email address accounting@wingtra.com. The invoice should, apart from the $ amount and the address of the end-user, consist of the REFERENCE 2 number.
REFERENCE 2 number is referring to the Hubspot Ticket ID which we will use to track the Deal ID (to which the shipment is referred to).
1. REFERENCE 2 number (Ticket ID #) will be inserted to the main HS search engine as seen in the image below.. After pressing 'enter', link to the ticket will be displayed below the main search, as seen in the following image. Click on the ticket:
2. Now that the ticket is open, scroll to the right and find an associated deal, as seen in the image below:
3. Click on the deal
4. Now that the deal is open, please check the fields located in the upper left side of the deal:
- Confirm 0$ is in front of the deal name
- Confirm that the deal pipeline is 'Support-reseller'
- Confirm that the country is the United States
- Confirm that the type of order is set to 'Replacement (under warranty)'
If one of the above properties is not set accordingly, please contact Jasna.
4. Once all the properties are correct, click on the pencil icon as seen in the image below. Deal name and the Deal amount will be displayed.
Please insert the value from the UPS invoice making sure that it is inserted as a negative value.
After the negative value is inserted, please click on Save.
5. Negative value should now be displayed in the deal name, as seen below:
