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
Business Customer Gateway
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
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Business Customer Gateway
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 Gateway
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
Business Customer Gateway Reports 11
Dashboard
Dashboard Information
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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
Business Customer Gateway Reports 13
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
Business Customer Gateway Reports 14
Mail Quality Reports
Mailing Reports
Business Customer Gateway Reports 15
Mail Quality Reports
Mailing Reports
Business Customer Gateway Reports 16
Prompts allow the user to narrow the amount of data displayed on the report
Mail Quality Reports
Mailing Reports
Business Customer Gateway Reports 17
Mailing Data Quality Reports - Summary
Displays the number of jobs and associated errors including Container, Handling Unit and Pieces by Customer Location
Mailing Reports
Business Customer Gateway Reports 18
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
Business Customer Gateway Reports 19
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
Business Customer Gateway Reports 20
Detailed Error Verification Report Displays detailed information about the errors in the Job
Mailing Reports
Business Customer Gateway Reports 21
Reports – Start the Clock
Mailing Reports
Search by Job ID or Mailing Group ID
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
Search by Job ID or Mailing Group ID
Search by Job ID or Mailing Group ID
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
Business Customer Gateway Reports 32
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.
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
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.
Data Distribution
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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
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Full Service ACS Data Distribution Profile
Data Distribution
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Full Service Data Distribution
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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
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Data Distribution – Full Service ACS
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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
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Data Distribution – Address Book Entry
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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
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Data Distribution – Address Book Entry
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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
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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?
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