business customer gateway

Business Customer Gateway

Get Smart About Your Mailings

Adam Avrick

President

Design Distributors Inc.

June 21, 2010

Business Customer Gateway Transaction Reports Mail Quality Reports Start the Clock Full-Service Container Visibility ACS Reports Methods for Receiving Feedback Data Mail ID Data Distribution

Agenda

Access from

http://www.usps.com

• Interface to all USPS Business Services

• Gateway is available for ALL business customers – large or small

• Centralized access to services under the IMb™ Full-Service and Basic options


http://www.usps.com/

http://www.usps.com/

All postal business customers log on to the Business Customer Gateway through a single sign on using Gateway usernames and passwords to access all online services

1. Existing Users

2. New Users

1

2


Mailer ID Customer Label Distribution System Customer/Suppler Agreements Schedule a Mailing Appointment Audit Mailing Activity Manage Electronic Return Activity Manage Electronic Verification ActivityManage Mailing Activity

A Business Service is functionality in a USPS application


Business Customer GatewayProfile link – Check if you have Manage Mailing ActivityRequest Access Link – Use it to get it!

Business Service Service Description

Manage Mailing Activity (PostalOne!) Manage Mailing Activity is comprised of PostalOne! functionality that supports electronic submission of mailings (including a Test Environment for Mailers (TEM) for Mail.dat, Mail.XML™ and the Postal Wizard) and provides mailing activity information

Manage Mailing Activity Sub-Services Sub-Service Description

Summary Provides overview of recent transaction activity

Balance and Fees Provides permit owners the balance and fees due for permit and publication accounts

Postal Wizard Provides mailers an online avenue to submit an electronic postage statement

Electronic Data Exchange Provides users access to TEM to submit Mail.dat 09-1 and 08-2 files and Mail.XML for test purposes, and Production environment to submit Mail.dat 09-1 and 08-2 files

Mailing Reports Provides users mailing transactions including postage statement detail, Electronic Mail Improvement reports, Mail Quality reports, Issue Level Postage Statements.

Dashboard Provides users the status of all electronically submitted mailings.

Manage Permits Provides users a view of all permits linked to their account. BSAs have the capability to link additional permits to their business locations.

Business Services

Mailing Reports

Access transaction information including Full Service Reports through the Mailing Reports link

Business Customer Gateway Reports 9 9

Users may access postage statement details under Transaction Type

Report displays all transactions for permits that are linked to the locations in the User’s profile for the Manage or Audit Mailing Activity Service

Transactions Report

Mailing Reports

Business Customer Gateway Reports 10

Dashboard

Mail Agent/Mail Preparer

Dashboard Information


Dashboard

Dashboard Information

Business Customer Gateway Reports 12 12

Report displays postage amounts by line item for a permit and postage statement type for permits that are linked to the locations in the User’s profile for the Manage or Audit Mailing Activity Service

Mailing Summary Report

Mailing Reports


Mail Quality Reports

The Mail Quality Reports are designed for external users to track and improve on preparation and postage errors.

Data is presented as summary information with options to drill down to granular levels with the sub-type errors

(i.e., the barcode error type includes sub-error types including bar height, spacing, pitch etc).

Mailing Reports



Mailing Reports


Prompts allow the user to narrow the amount of data displayed on the report


Mailing Reports


Mailing Data Quality Reports - Summary

Displays the number of jobs and associated errors including Container, Handling Unit and Pieces by Customer Location

Mailing Reports


Mailing Data Quality Reports – Error Type

Displays the number of errors by Error Type, Mail Preparer CRID/Name, and Mail Owner CRID/Name

Mailing Reports


Error Verification Report

Displays the number of errors by Customer Location, Mail Preparer CRID/Name, Mailer Owner CRID/Name and Job (Mailing Group ID, Job ID, User License Code, Submission Type).

Mailing Reports


Detailed Error Verification Report Displays detailed information about the errors in the Job

Mailing Reports


Reports – Start the Clock

Mailing Reports

Search by Job ID or Mailing Group ID


Reports – Start the Clock

Mailing Reports

Clicking on the Job ID will display Start the Clock Appointment Information including Appt. Date and Time, Arrival, Unload Start, Unload End

Clicking on the Job ID will display Start the Clock Appointment Information including Appt. Date and Time, Arrival, Unload Start, Unload End

Mailing Reports

Mailing Reports

Mailing Reports



Displays appointment information, Job Summary information, Container Visibility/Scan Information

Displays appointment information, Job Summary information, Container Visibility/Scan Information

Mailing Reports

User needs to have the Job ID or Mailing Group ID to search and download Full Service ACS data.

Mailing Reports

Mailing Reports

User needs to have the Job ID or Mailing Group ID to search and download Full Service ACS data.

Mailing Reports

Viewing Full-Service Reports

A Pop-up box appears offering two options: Open or Save the Excel File

Choose Save the Excel File

Mailing Reports

Nixie Report in Excel Format

Mailing Reports


Receiving MethodProgramming Required?

Download reports on-line via the Gateway No

Use Mail.XML Push or Pull Yes

Methods for Receiving Feedback Data

Mailing Reports

Mail.XML Push Mail.XML Push model is where the USPS sends

message to the mail owner’s computer that their ACS data is available for download or USPS “pushes” ACS data to mail owner’s computer. The data format for the Push method is defined by the USPS.

Mail.XML Pull MailXML Pull model is where Mail Owner sends XML

message to USPS initiating a “pull” of specific ACS data to their computer. The data format for the Pull is mail owner defined.

MailXML Receipt Methods

Mailing Reports

Full Service ACS data is sent to the Mail Owner identified in the eDoc. If the Mail Owner wishes to have that data sent to another party, they may establish a data distribution profile under the Mailer ID service.


Mailer ID Data Distribution


Data Distribution

2

Customers may select:

1. Send Full Service ACS data to the Mail Preparer (eDoc must match one of the recipients in profile)

2. Send data to the owner of the Mailer ID that is on the mailpiece

3. Send data to the identified recipient in the profile

Customers may select:

1. Send Full Service ACS data to the Mail Preparer (eDoc must match one of the recipients in profile)

2. Send data to the owner of the Mailer ID that is on the mailpiece

3. Send data to the identified recipient in the profile

1

3

Full Service ACS Data Distribution Profile

Data Distribution


Full Service Data Distribution

36

Step 1. Access the Mailer ID System from the Business Customer Gateway.

Step 3. Click Add Profile.

Step 2. Locate the MID for which you want to create a Data Distribution Profile.

Data Distribution


Data Distribution – Full Service ACS

37

Step 4. Select desired data distribution option:• Mailing Preparer – sends ACS information to Preparer of mailing (Preparer identified in eDoc must match one of the recipients in the Preparer option• Mailer ID Holder – sends ACS data to the associated company of the MID used on the mailpiece.• Other - Single Recipient – sends ACS data to identified recipient.• Other – Multiple Recipient – sends ACS data to identified recipients that match the cast of characters message. Hi-lighted options must have address

book entries.Step 5. Click Save Profile.

Data Distribution


Data Distribution – Address Book Entry

38

Step 1. Select Business Location. Note: Each Business Location (CRID) has its own Address Book.

Step 2. Click Address Book: Add Data Recipients

Data Distribution


Data Distribution – Address Book Entry

39

Step 3. Key in the MID of a possible data recipient. Note: You will need to know the MIDs of your data recipients.

Step 4. Click Add Entry

Data Distribution

User Access Guides - RIBBS

1. Intelligent Mail Services2. Access Guides and Specifications3. User Access to Electronic Mailing Information and Reports Guide

1

2

3

More Information

User Access Guides - RIBBS

More Information

Business Customer Gateway Transaction Reports Mail Quality Reports Start the Clock Full-Service Container Visibility ACS Reports Methods for Receiving Feedback Data Mail ID Data Distribution

Summary

Summary

The LI PCC would like to thank today’s session sponsor

Thank you

Advertising Distributors of America Inc

Questions?

business customer gateway

Documents