Adding Parcel Assignments in Bulk

Purpose/Overview

The Bulk Parcel Assignment feature allows users to assign one or more agents to multiple parcel records simultaneously after completing a Parcel Search. Instead of updating parcel assignments individually, users can apply assignments, due dates, priority levels, and primary agent settings to several parcel records in a single action.

This feature is designed to streamline assignment management, reduce manual effort, improve processing efficiency, and ensure consistency across multiple parcel records.

Navigation Path:

To access this feature:  Tools > Parcel Search > Bulk Parcel Assignment

After running a Parcel Search from the My Searches window, select the parcels that require updates and use the Bulk Parcel Assignment option.

Key Benefits/Use Cases:

• Assign Multiple Parcels at Once

  Assign one or more agents to several parcel records simultaneously, eliminating the need to update each parcel individually.

• Apply Consistent Assignment Settings

  Apply the same assignment type, due date, and priority level across multiple parcel records.

• Manage Primary Agent Assignments

  Designate an assigned agent as the Primary Agent for multiple parcels during the bulk update process.

How It Works:

Follow these steps to add parcel assignments in bulk:

Step 1: Access Bulk Parcel Assignment

Navigate to Tools > Parcel Search > Bulk Parcel Assignment.

Step 2: Select Parcel Records

In the search results grid, select the parcel records that require assignments.

Step 3: Select Agent(s)

From the Agent drop-down menu, select the agent or agents to be assigned to the selected parcels.

Step 4: Select Assignment Type

From the Assignment drop-down menu, select the assignment type that should be applied to the selected parcels.

Step 5: Specify Due Date

Enter or select the required Due Date for the assignment.

Step 6: Set Priority

From the Priority drop-down menu, select the appropriate priority level.

Step 7: Configure Primary Agent (Optional)

If required, select the Primary Agent checkbox to designate the selected agent as the primary agent for the parcel records.

Step 8: Apply the Assignments

Review the assignment details and click Update to save and apply the assignments to the selected parcel records.

Related Features/Next Steps:

• Parcel Assignments

FAQ/Troubleshooting:

Q: Can I assign more than one agent to multiple parcels at the same time? 

A: Yes. The Bulk Parcel Assignment feature allows users to select one or more agents and apply the assignments to multiple parcel records simultaneously. 

Q: Can I set a due date and priority for all selected parcels during the assignment process? 

A: Yes. Users can specify a due date and select a priority level that will be applied to all selected parcel records. 

Q: What happens when I select the Primary Agent option? 

A: The selected agent is designated as the primary agent for the parcel records being updated. 

Questions?  Contact us!