KNOWLEDGE

BizBox Center

GETTING STARTED​​

1. Download the App: Find the BizBox Center App in your mobile or tablet’s app store and download it.

2. Log In: Use your email and password to log in (the same login used when you signed up)

    * Alternatively, use the web link provided in our email to access it directly.

Add Renter Individually

Add Renter Individually

Quickly add individual or multiple renters to your BizBoxCenter account with our straightforward step-by-step guide.

1. Open BizBoxCenter web application from your device.

2. Tap ‘Renter’ at the bottom of your screen to start.

3. Press the ‘+’ button to begin adding a new renter.

   – For Individual Addition: This option is great if you’re adding renters one at a time.

  • Enter Details: Fill in the renter’s information in the provided form.

  • Save: After entering the details, make sure to click ‘Save’ to add the renter to your system.

   – For Adding Multiple Renters: 

  • If you wish to upload data for all your customers at once, consider using the ‘Add Multiple Renters’ option. This involves exporting data from PostalMate in CSV format. For detailed instructions on how to do this, click on this link.

Additional Information:

Viewing the Added Renter List:

The ‘Renter’ page provides a comprehensive list of all registered renters, allowing mail center staff to quickly find and reference renter information.

Editing Entries:

To make any amendments, click ‘Edit’ adjacent to the renter’s entry. Be aware that specific details, including the assigned date, time, and renter ID, are locked after entry to preserve the accuracy of the records.

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Viewing the Uploaded Item (Mail/Package) List

Viewing the Uploaded Item (Mail/Package) List

All uploaded mail and package items are neatly organized on the ‘Mailroom’ page, ensuring mail center staff can easily access and refer to these records when needed.

1. Open BizBoxCenter web application from your device.

2. Tap ‘Mailroom’ at the bottom of your screen to see the mail and/or package list.

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Editing Renter Entries

Editing Renter Entries

To make any amendments, click ‘Edit’ adjacent to the renter’s entry. Be aware that specific details, including the assigned date, time, and renter ID, are locked after entry to preserve the accuracy of the records.

Read More
Viewing the Renter List

Viewing the Renter List

The ‘Renter’ page provides a comprehensive list of all registered renters, allowing mail center staff to quickly find and reference renter information.

1. Open the BizBoxCenter web application on your device.

2. Tap ‘Renter‘ at the bottom of your screen to see the renter list.

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Editing Action (Pickup) Entries

Edit Action (Pick up) Entries

If you need to make changes, simply click the ‘Edit’ option, which you’ll find under the more icon (three dots) on the relevant pickup action detail page.
Please note that some details like the pickup date, time, and signature are not editable to ensure the integrity of the pickup records.

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Viewing the Pickup List

Viewing the Pickup List

All completed pickup actions are listed on the ‘Action’ page for easy access and reference by the mail center staff.

1. Open the BizBoxCenter web application on your device.

2. Tap ‘Action‘ at the bottom of your screen to see the Action(Pickup) List.

 

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Create Pick Up

Create Pick up

This process is designed to be intuitive and user-friendly, allowing anyone, regardless of their familiarity with computers, to use the product confidently.

CLOSE (Unassign) the Mailbox:

1. Open the BizBoxCenter web application on your device.

2. Tap ‘Action‘ at the bottom of your screen to start.

3. Press the ‘+‘ button to create pickup action.

(Step 1) Identify the Recipient: Select the renter by name or by mailbox number.

(Step 2) Select Items for Pickup:  The renter’s associated mail and package items will be displayed. Check these items against the actual packages to confirm they are correct.

(Step 3) Secure Confirmation: Once you’ve verified that the items (packages/mails) match the list.

(Step 4) Get a signature from the renter.

(Step 5) Note Special Instructions: If there are any notes the mail center needs to record, write them down in the “center note” section. Otherwise, you can move on to completing the action.

(Step 6) Finalize the Pickup: Click the ‘Complete‘ button to finish the pickup process.

Additional Information:

Viewing the Pickup List:

All completed pickup actions are listed on the ‘Action’ page for easy access and reference by the mail center staff.

Editing Entries:

If you need to make changes, simply click the ‘Edit’ option, which you’ll find under the more icon (three dots) on the relevant pickup action detail page.
Please note that some details like the pickup date, time, and signature are not editable to ensure the integrity of the pickup records.

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Closing a Renter's Mailbox

Closing a Renter’s Mailbox

When a customer’s mailbox is no longer in use, it’s crucial to ensure it is fully closed to prevent any unnecessary charges. Here’s how to do it:

CLOSE (Unassign) the Mailbox:

1. Open the BizBoxCenter web application on your device.

2. Tap ‘Renter‘ at the bottom of your screen to start.

3. Click the related renter from the list.

4. Click the ‘Three Dots‘ which is the ‘More’ icon on the top left, then select ‘Close Mailbox‘.

Additional Information:

Viewing the Added Renter List:

The ‘Renter’ page provides a comprehensive list of all registered renters, allowing mail center staff to quickly find and reference renter information.

Editing Entries:

To make any amendments, click ‘Edit’ adjacent to the renter’s entry. Be aware that specific details, including the assigned date, time, and renter ID, are locked after entry to preserve the accuracy of the records.

Read More
Upload Mail/Package

Upload Mail/Package

Managing your customers’ mail is straightforward with the BizBox Center App. Here’s a simplified guide:

1. Open BizBoxCenter web application from your device.

2. Tap ‘Mailroom’ at the bottom of your screen to start.

3. Press the ‘+’ button to begin adding a new mail item. Here’s how:

   – Use Camera (Recommended for Mobile):

  • Choose ‘Camera’ – it’s easy for taking new pictures.
  • The first time, the app might ask to use your camera. Please allow it.
  • Hold your phone above the mail, and press the button to take a picture.
  • You can make the picture look nicer by adjusting it. Then, add any extra details about the mail.
  • When you’re ready, press ‘UPLOAD’.

   – Use Gallery (If You Have a Picture Already):

  • Select ‘Gallery’ to use a photo you’ve already taken.
  • Pick your photo, add any information about the mail, and then upload it.

   – Find Renter (To Choose Who Gets the Mail): 

  • Use ‘Find Renter’ to pick who the mail is for first.
  • You can then take a new photo or use one from your gallery, add details about the mail, and upload it.

Desktop Processing:

The process is similar. Log in, go to ‘Mailroom’, and use the ‘+’ button. You can take photos with your desktop camera or upload from the gallery.

  1. Log in to the BizBox Center portal with your credentials.

  2. Click Mailroom > + button to manage mail items.

  3. Options include:

    • Camera: Use your mobile camera to take a photo of the mail item, adjust as needed, add details, then click UPLOAD.

    • Gallery: Recommended for desktop. Choose a saved photo, add details, and UPLOAD.

    • Find Renter: Begin by selecting a customer, then add mail item photo and details and UPLOAD.

Additional Information:

Viewing the Uploaded Item List:

All uploaded mail and package items are neatly organized on the ‘Mailroom’ page, ensuring mail center staff can easily access and refer to these records when needed.

Editing Entries:

To edit an entry, simply click the ‘Edit’ option, which you’ll find under the more icon (three dots) on the mail detail page. It’s important to note that certain details, such as the assigned date, time, and mail ID, are fixed post-upload to maintain record integrity.

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Add Multiple Renters

Add Multiple Renters

Easily export your data with the “Export CSV from PostalMate” guide, designed to streamline the process of transferring your mailing information into a manageable CSV file format for enhanced efficiency and organization.

Step 1

Export and download the CSV file fro PostalMate. It will automatically open in Excel.

Step 2

The database columns should match the following:

First Name | Last Name | Company Name | Email | Mailbox Number

Step 3

Upload the exported CSV file on step 2 in the “Add Multiple Renters” page.

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Export from PostalMate

Export CSV from PostALMate

Easily export your data with the “Export CSV from PostalMate” guide, designed to streamline the process of transferring your mailing information into a manageable CSV file format for enhanced efficiency and organization.

Step 1

In CashMate,
go to Tool → Sales and Marketing Tool → Mailbox Customers.

Step 2

Select “Check All” on the left side.

Step 3

Select “Export Customer Information to Excel” at the bottom.

Step 4

Press the Green Arrow Button next to “Export Customer Information to Excel” at the bottom.

Step 5

Select “Uncheck All” on the left side.

Step 6

Make sure you select “First Name | Last Name | Company Name | Email | Mailbox #”.

Step 7

Click the “Export” button to download the CSV file. It will automatically open in Excel.

Step 8

The database columns should match the following:

First Name | Last Name | Company Name | Email | Mailbox Number

Step 9

Upload the exported CSV file on step 2 in the “Add Multiple Renters” page.

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Editing Item (Mail/Package) Entries

Editing Item (Mail/Package) Entries

To edit an entry, simply click the ‘Edit’ option, which you’ll find under the more icon (three dots) on the mail detail page. It’s important to note that certain details, such as the assigned date, time, and mail ID, are fixed post-upload to maintain record integrity.

Read More
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