Dealer Fulfillment Guidelines

Having dealers involved in transactions is an important part to scale and deliver on the customer experience. Part of that consumer experience is having you the dealer/installer fulfill their end of the obligation for consumers to have prompt pick-up and delivery. On any order the dealer receives they are to treat the customer as if they bought directly from your organization. In most cases, technically the consumer has purchased directly from you. Below are our guidelines for fulfilling orders.

Note: Vendors may have terms and conditions that supersede our minimum guidelines. Vendors will notify you in advance and you will be sent a PDF on each order indicating what those guidelines are as a reminder.

Store Pick-Up/Installation:

On store pick-up orders we automatically generate eMails on your behalf that get sent to the consumer upon order placement, when the vendor ships the product, and if shipped with tracking when the order arrives at your store.

Your obligation is to reach out to the consumer to schedule or arrange a pick up time, especially if the products on the order require any assembly, installation, or other service to prepare for the consumer. All consumer contact information is on the order pop-up itself. We recommend contacting the consumer within 1 business day of shipment arrival. There is also a button on the order pop-up that automatically generates an eMail to let the consumer know the order is ready for pick-up.

Upon customer pick-up, to change the status of the order from 'Not Picked Up' to 'Delivered' a verification code is required to enter into ShipEarly's software. Please watch the video below for the fulfillment process, also available on your dashboard.

Note: The verification code is required to be paid on commission orders, which lets the vendor know the customer is happy with their order. On stocking dealer programs, the verification code is not required for payment but is an extra layer of security for us to know the customer is who they say they are. If the verification code is not entered, your vendor has access and can provide to you at any time.

Local Delivery or White Glove Delivery:

Similar to Store Pick-Up, on local delivery orders ShipEarly automatically generates eMails on your behalf that get sent to the consumer upon order placement, when the vendor ships the product, and if shipped with tracking when the order arrives at your location.

When items arrive, the expectation is you reach out to schedule a delivery within 1 business day and arrange a window acceptable to the consumer within 3 business days based on consumer availability.

For your vendor to know the customer is satisfied and the order has been delivered, please enter the verification code the consumer was sent on the order. It can easily be resent to the consumer if they forget on the order pop-up itself.