Skip to main content
You can create a shipment in Primo to organize the return of equipment from an employee. There are two entry points: the offboarding flow (recommended) and a manual shipment from the cockpit. Use this method when offboarding an employee. The employee’s address is pre-filled automatically.
  1. Go to the employee’s Offboarding page.
  2. Navigate to the Manage Equipment step.
  3. Enable the toggle Create a shipping label.
  4. You are redirected to the shipment configuration page.
Continue with the configuration steps below.

​
From the cockpit (manual)

Use this method to create a shipment independently of an offboarding.
  1. Go to Purchasing > Shipments.
  2. Click New.
  3. Select the device(s) and/or accessories to ship.
  4. Click Next.
Continue with the configuration steps below.

​
Configure the shipment

The following steps apply to both entry points:
1

Select the sender address

Choose where the package is being shipped from (typically the employee’s address).
2

Select the recipient address

Choose the destination (typically your office or a warehouse address).
3

Add notification email addresses

In Shipment Notifications, add the email address(es) that should receive the shipping label — for example, the employee, an HR admin, or a shared inbox.
4

Select a billing profile

Choose the billing profile that will be charged for the shipment cost.
5

Add a return box (optional)

Purchase a return box to be sent to the employee. The box comes with the shipping label so the employee can package and return the device easily.
6

Validate

Click Validate to confirm and generate the shipping label.

​
After creating the shipment

  • The shipping label is emailed to the address(es) specified in Shipment Notifications within 24 hours.
  • The label is also available in Purchasing > Shipments > Label.

​
Employee instructions

Share the following with the employee:
  1. They will receive the shipping label by email within 24 hours.
  2. If a return box was ordered, it will arrive separately.
  3. They should package the device securely, apply the label, and hand it to the carrier.