Create Shipping Label in CRM

• Access the CRM:
  Navigate to https://mi.isoaccess.com/index.php.

• Search for the Merchant:
  Use one of the following:

  • MID (last 6 digits are sufficient)

  • Phone number

  • Email address

  • Tax ID

• Click “More” on the right-hand side.

• Select “Shipping” from the dropdown

• Click “Add Shipping” on the left.

If shipping to the ISO, select “Shipment To” under Shipping Details 

• Verify all recipient and address details match the ticket.

• Make corrections as needed

• Scroll to the bottom and click “Select Specification”.

• Choose the correct equipment brand.

  • For non-terminal items (e.g., SIM card, charging cord), select “Other”.

• Click “Add”

• Click “Save”.

• The page will refresh

• Scroll down to select Express or Ground shipping.

• Refer to the ticket for instructions.

  • If unspecified, default to Ground.

• Click “Save”.

Click “Show Label” to print

• Note the Tracking Number under Shipping Details.

• Note the Net Charge under Rate Services for invoicing

• In the invoice:

  • Enter the Tracking Number in the Misc Description field.

  • Enter the Net Charge as the Misc Fee.

Click “Add”