1. Helium 10
  2. Operations PRO Training
  3. Managed Refund Service

MRS Document Center: Bulk Upload for Proof Documents & Draft Case Submission (Inbound)

Helium 10 has introduced new enhancements to the Managed Refund Service (MRS) Inbound workflow:

  • Bulk Upload for Proof Documents: Upload multiple files or folders and automatically match them to Shipment IDs.
  • Upload as Draft: Save uploads as drafts and submit cases once all documents are ready.
  • Additional improvements include persistent document storage, support for "No File to Upload," and automatic submission for expiring cases.

These updates streamline document management, reduce manual work, and help accelerate claim submissions.

Bulk Upload for Proof Documents

Upload multiple files or folders at once and automatically match them to Shipment IDs.

Key Benefits:

  • Save time uploading large volumes of documents
  • Automatically match files to shipments
  • Reduce manual errors and repetitive work

Upload as Draft & Submit Later

Key Benefits:

  • Upload documents gradually across sessions
  • Collaborate across teams
  • Submit claims even without complete documentation

Step-by-Step Guidance

A. Access Document Center

You can access the Document Center in two ways:

  1. Go to Managed Refund Service > Inbound
  2. Click Go to Document Center, or
  3. Open Document Center directly from the left navigation

B. Upload Files for a Specific Shipment

  1. Locate the shipment in Document Center
  2. Click the Upload icon on the right side of the Shipment ID row
  3. Select and upload files for that shipment

C. Use Bulk Upload (Recommended for Multiple Files)

  1. Click Bulk Upload in Document Center
  2. Choose one of the following:
    • Upload multiple individual files
    • Upload a single folder (subfolders supported)
  3. Drag & drop files or select from your computer
  4. Click Upload

Bulk Upload Requirements

  • The system automatically detects Shipment IDs and matches files — no manual file renaming required
  • Maximum: 4 files per Shipment ID
💡 Tip: Improve Matching Accuracy

Including the Shipment ID (FBA + 9-character string) in your file name or folder path can help improve matching accuracy, especially for files whose content does not clearly contain a Shipment ID.

If files are still not matched correctly, click Feedback in the Bulk Upload modal and provide details about your file structure.

Content-Based Shipment ID Matching

This option uses OCR to automatically recognize Shipment IDs directly from file content, eliminating the need to manually rename files or folders.

How to use:

  1. Go to Document Center > Inbound > Bulk Upload
  2. Select "Content-Based Shipment ID Matching"
  3. Upload one or multiple files whose content contains a Shipment ID
  4. After a short processing time, the system will automatically recognize and match the Shipment ID to complete the upload
💡 Tip

Match files to the correct Shipment ID using file content, without relying on file names. As long as the file content includes the Amazon Shipment ID, it can usually be parsed and matched successfully.

However, if the file itself does not contain a Shipment ID (for example, a POD or Invoice), please include the Shipment ID in the file name. Otherwise, the file may not be matched to the correct record.

📝 Note

In Content-Based Shipment ID Matching mode, file content matching is prioritized first. If the file content cannot be matched to a Shipment ID, the system will automatically fall back to filename matching.

D. During Upload

  • An Upload History modal will appear after starting the upload
  • Large uploads may show a Processing status
  • Uploads run in the background within the MRS module
⚠️ Important: Do NOT
  • Refresh the page
  • Close your browser
  • Navigate outside the MRS module

These actions will interrupt the upload process.

E. After Upload

  1. A notification will appear when the upload is complete
  2. Click View Details to review results
  3. Files will be available in:
    • Document Center
    • Inbound page (for preview)

F. View Upload History

  1. Click Upload History in Document Center
  2. Review:
    • Upload status (Processing, Success, Failed)
    • File matching results
  3. Click View Details for more information

G. Manage Uploaded Files

You can:

  • Preview files in the Document Center or Inbound
  • Download files individually or per shipment
  • Delete files individually or in bulk
📝 Note

Deleting files only affects future case submissions, not existing ones.

H. Use Filters to Prioritize Work

Enable "Show documents required only" to:

  • Identify shipments with discrepancies
  • Focus on claims requiring action first
  • Reduce potential revenue loss

I. Upload as Draft (Inbound Page)

  1. Go to Inbound
  2. Click Confirm Claim
  3. Upload one or more files
  4. Click Upload as Draft

Once ready:
5. Click Confirm to submit the claim

J. Submit Without Files

  1. Open Confirm Claim modal
  2. Click No File to Upload
  3. Submit using available or no documents

Additional Enhancements

  • Files are stored at the Shipment ID level and reused for future claims
  • You do not need to re-upload documents for the same shipment
  • System may auto-submit claims when shipments are within 14 days of expiration

Important Notes

  • Document Center is for uploading only
  • Uploading files does not submit a claim
  • You must confirm submission on the Inbound page
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