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

• File names or folder paths must include a valid Shipment ID (FBA + 9-character string)
• The system automatically detects Shipment IDs and matches files
• Maximum: 4 files per Shipment ID

Tip: File Matching

If files are not matched correctly:

• Click Feedback in the Bulk Upload modal
• Provide details about your file structure

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