Retrieval Order Wizard Step 1: Retrieval Order Cart Items

Review the items in your cart, add and remove items, enter instructions that apply to the items and add order information.

Click on the Retrievals button. The Retrieval Order Cart Items screen opens. The items in your cart are listed, grouped by customer.
Review the items in the cart:

a. Add and remove items as necessary:

To add items to the order, click Add More Records. You are taken back to the Search Results 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 from SafeKeeperPLUS. You are able to enter instructions that apply to each specific item on this order.
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 customer’s order.

c. For each item, select the retrieval method that will be used to deliver the item from storage. The service option settings in your user profile determine which retrieval methods are available to you. If you will be using the same retrieval for multiple items in your cart, set a default retrieval method.

NOTE: If you are a Digital Delivery customer who needs items delivered physically, select CHECKOUT from the Retrieval Method dropdown in the cart.

d. If necessary, change the user requesting the item.

e. Review and edit unlisted file requests.

After you have reviewed the items in the cart, deselect any items that need further review before entering retrieval details. To deselect items:

Click the checkbox to the left of each box icon or file icon so that it is empty.
Click Deselect All at the top of the screen to deselect all items on the order. You can then manually select the individual items for which you will enter retrieval order details.

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