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Onboarding Equipment Return in ReadyCloud

ReadyCloud offers an efficient and streamlined process for managing equipment returns, integrated with UPS services. This article will provide an overview of what to expect during your onboarding call and outline the information the ReadyCloud team will need to successfully set up your account. We will guide you step-by-step on how to set up your UPS account, connect it to ReadyCloud, create return labels with QR codes, and configure action alerts for your return process.

1. Preparing for Onboarding

                    Before beginning the onboarding process, please make sure you have the following accounts and information ready:

  1. UPS.com Account
  • Account Number: A UPS.com account with an assigned account number is required to connect your UPS account to ReadyCloud.

If You Don’t Have a UPS.com Account:

  • Invoice from the Last 30 Days: If you do not already have an UPS.com account, we will need an invoice from the last 30 days.
  • Assistance with Account Creation: If your company does not have an active UPS.com account, the ReadyCloud team will assist in setting one up during onboarding. This will include verifying the account with your UPS Shipper Number and recent invoice data.
  • Email Address for Account Setup: Sometimes, clients may not have an email address that is not already associated with a UPS.com CampusShip account. We need a new email address to avoid this conflict.

Once your UPS account is created and verified, we will move forward with the integration into ReadyCloud.

 

2. Connecting UPS to ReadyCloud

Once your UPS account is ready, the ReadyCloud team will assist in connecting your UPS account to the ReadyCloud platform. This integration will enable you to generate return labels, track shipments, and manage returns directly from ReadyCloud with ease.

3. Setting Up the Return Address

Now that your UPS account is connected, we will help you configure the return address in ReadyCloud. This address is critical for returns as it indicates where the equipment is being returned.

Ensure the Following:

  • The return address is accurate and up to date.

Once this is set up, you will be ready to proceed with the next step.

4. Creating a Return with QR Codes

After successfully linking your UPS account and setting up the return address, you can begin creating returns in ReadyCloud.

  1. Creating a Return Label:
  • The ReadyCloud team will guide you through creating your first return label and generating a QR code for the return shipment.
  1. Sending the Return Label via Email with QR Code:
  • ReadyCloud will automatically generate an email containing the QR code for the recipient. The recipient can use the QR code at any UPS location to process the return, eliminating the need to print the return label themselves.
  • The email can be customized to include return instructions and other necessary details.

5. Setting Up Action Alerts

ReadyCloud help you to set up action alerts, which will notify recipients of actions related to the return process, such as label creation.

To Set Up Action Alerts:

  1. Company Email Address:
    • Specify the company email address you would like to use to send the action alerts.
  2. Email Template Selection:
    • Choose from several available email templates in ReadyCloud or create a custom template that aligns with your company’s branding.
  3. Customizing Email Design:
    • We will guide you through customizing the design of the email, including:
      • Subject line
      • Body content
      • QR code inclusion
  4. DKIM Setup:
    • To ensure your emails are properly authenticated and avoid being marked as spam, your IT team will need to add a DKIM (DomainKeys Identified Mail) record to your domain. This will help authenticate your email and increase deliverability.
    • The ReadyCloud team will assist in walking your team through the steps required to set up the DKIM record.