Review the order, update order information, and add and remove line items as necessary.

1. Click the Pickups button.  The Pickup Order Cart Items screen opens.The items in your cart are listed, grouped by item type.  If you entered a request for Vault Pickup Service , this displays at the bottom of the list. If you entered a request for vault pickup service, this displays at the bottom of the list of items.
2. Review the items in the cart:

a. Add and remove items as necessary: 

• To change the amount of an item that you have already added to the order, enter an amount in the Number of New and Number of Returns fields and click Update.
• To add a new type of item to the order, click Add More Records. You are taken back to the Quick Pickup screen where you can add additional items to the cart.
• To remove an item from the cart, click the Remove button to the right of the item.
• To remove all items from the cart, click the Empty Cart button.

b. Enter billing information and instructions. The billing fields that you will need to complete vary based on your company’s records management hierarchy and service levels:

• If applicable, select the Bill to Division and/or Bill to Department that will incur the cost of this order.
• Instructions associated with the billing division or billing department default into the Instructions field from SafeKeeperPLUS. Use the Item Instructions field to enter instructions that apply to individual line items or to a vault pickup service request, rather than to the division or department.
• If this customer requires purchase orders, enter the purchase order number to which this order will be applied.  Use the purchase order lookup  to find a list of active purchase orders. Refer to Using Purchase Orders for additional information.
• If this customer uses chargeback codes to apply external charges, enter the applicable code. Use the Apply to All button to enter the same chargeback code on each item on the pickup order, including vault pickup service requests.

3. Click Next> to move to the Pickup Order Details step in the Pickup Order wizard. Refer to Pickup Order Wizard Step 2:Pickup Order Details.