business customer gateway 1 pcc mailer’s education seminar reno nevada may 20, 2010 business...
TRANSCRIPT
Business Customer Gateway 1
PCC Mailer’s Education Seminar Reno NevadaMay 20, 2010
Business Customer Gateway
Michael HemphillCSG Direct, Inc
Business Customer Gateway 2
Agenda
The Gateway
Business Services
– Accounts
– Design & Prepare
– Mail & Transport
– Track & Report BSA
Business Customer Gateway 3
Access the Business Customer Gateway from USPS.COM®
Gateway
https://gateway.usps.com/bcg/login.htm
Business Customer Gateway 4
The Gateway is the starting point to USPS services.
Easy access to Postal Service business offerings
A single username & password accesses multiple online services
Gateway
Business Customer Gateway 5
The Gateway consolidates mailing activity workflow.
Maintain Company profile and permit information
Submit, View and Retrieve postage statement Monitor postage statements transactions Schedule mailing appointments Manage Mailer IDs Participate in the test environment
Gateway
Business Customer Gateway 6
Business ServiceBusiness Service Service DescriptionService Description
Manage Mailing Activity (PostalOne!) Manage Mailing Activity is comprised of PostalOne! features that supports eDoc (including a Test Environment for Mailers (TEM) for Mail.dat, Mail.XML™ and the Postal Wizard) and provides mailing activity information
Services Services DescriptionDescription
Balance and Fees Permit owners the balance and fees due for permit and publication accounts
Manage Permits View of all permits linked to their account. BSAs have capability to link additional permits to business locations.
Postal Wizard Mailer’s an online option to submit an electronic postage statement
Dashboard Status of all electronically submitted mailings.
Mailing Reports Mailing transactions including postage statement detail, Electronic Mail Improvement reports, Mail Quality reports, Issue Level Postage Statements.
Mailer ID Manage Mailer IDs
Electronic Data Exchange Access to TEM to submit eDoc for Mail.dat and Mail.XML for test purposes, and Production environment downloadable software
Manage Mailing Activity (PostalOne!)
Manage Mailing Activity is the most requested service.
Business Customer Gateway 7
A new user signs up and meets the BSA.
Access– Services for a location– Business locations (company name at an
address)
Activation– Requires a Business Service Administrator
(BSA) -Key contact for a Business Location for the administration of the selected Service
• Approves and deactivates all user requests for Services at the business location
• Establishes the company locations where permits and Mailer IDs will be linked
Gateway Login
Business Customer Gateway 8
Request Access
Accounts: Access
Request access to additional services and business locations via the Request access link
Users have the option of having the BSA assign them additional Services and locations
Business Customer Gateway 9
Request Access
Account: Locations
Select a location(s) for a service
Business Customer Gateway 10
New user has the option to assume the BSA role if they are the first to apply for the service at the business location
Some Services require a Business Service Administrator (BSA)
System prompts the first user to become the BSA (should company-designated).
BSA agreement lists the Responsibility and Obligations and Terms & Conditions of Participation
Login and New Accounts
Business Customer Gateway 11
New user has the option to assume the BSA role if they are the first to apply for the service at the business location
Some Services require a Business Service Administrator (BSA)
Login and New Accounts
Business Customer Gateway 12
User Access – BSAs Only
BSAs manage users for their Business Locations
Business Services Administrator
Business Customer Gateway 13
Manage User Access
Business Services Administrator
Revoke or Assign Accounts as BSA.
Business Customer Gateway 14
The Gateway landing page
Site map is based on functionality
Account Design & Prepare Mail & Transport Track & Report Customer Support
Gateway: Existing User
Business Customer Gateway 15
Agenda
The Profile link
The Gateway Business Services
– Accounts
– Design & Prepare
– Mail & Transport
– Track & Report BSA
Business Customer Gateway 16
Table of Contents
Manage Permits
The Gateway Business Services
– Accounts– Design & Prepare – Mail & Transport– Track & Report
BSA
Business Customer Gateway 17
Balance & Fees
Manage Permits
Balance is displayed. Select the Fee Details icon to see the Fee information.
Business Customer Gateway 18
Manage Permits
Manage Permits
• Permits are linked to the desired business location CRID
• BSAs can link additional permits under Manage Permits
Business Customer Gateway 19
Gateway Business Services
– Accounts
– Design & Prepare
– Mail & Transport
– Track & Report BSA
Agenda
Design & Prepare
Business Customer Gateway 20
Intelligent Mail Services with RIBBS
Design & Prepare
Business Customer Gateway 21
RIBBS provides the guides to the Business Customer Gateway and the Intelligent Mail program
Customer Support
Domestic Mail Manual (DMM®)
A Resource Map to Intelligent Mail Documents
A Beginners Overview to Intelligent Mail Services
A Guide to Intelligent Mail for Letters and Flats
User Access to Electronic Mailing Information and Reports
Intelligent Mail Full-Service Mailer Check List
A Guide to Customer Supplier Agreements
eDOC Process: A Guide for CPP Customers
Business Customer Gateway 22
The Mailer ID
Mailer ID Component of the IMB that
is used to identify Mail Owners and/or Mailing Agents.
Issued by the USPS to each Mail Owner and/or Mailing Agent or other service providers that request them
Design & Prepare
Business Customer Gateway 23
Design & Prepare
Mailer ID System
Mailer ID service must be requested
Business Customer Gateway 24
Business ServiceBusiness Service Service DescriptionService DescriptionMailer ID Mailer Id supports all functionality associated with the
management of Mailer IDs, including applying for a MID and managing an MID profile.
MID System Features MID System Features Feature DescriptionFeature Description
Mailer ID Summary Mailer IDs that are linked to a business location
Request a Mailer ID Obtain a Mailer ID
Manage Mailer ID Profile Manage data distribution for Full Service ACS and Start-The-Clock/Container Visibility information.
Address Book Store data distribution recipient candidates for profile management.
Delegate Mailer ID Delegate the management of a Mailer ID to another party. This enables the other party to manage data distribution options.
Mailer ID System
Business Customer Gateway 25
Design & Prepare
Mailer ID Summary Landing page
MID Summary page displays MIDs that are associated to a business location
– Address Book
– Request MID
– Data Profile
– Admin (edit info)
MIDs that are not displayed contact the Help Desk
Business Customer Gateway 26
Gateway Business Services
– Accounts
– Design & Prepare
– Mail & Transport
– Track & Report BSA
Table of Contents
Mail & Transport
Business Customer Gateway 27
Centralized Account Processing System (CAPS)– Electronic postage payment system that provides
business mailers a centralized payment method electronically (e.g. ACH Debit, ACH Credit and Fed wires). Takes user to CAPS site Sign-in page.
Customer Label Distribution System (CLDS)– Suite of electronic services designed exclusively for
business mailers to order and manage label orders– Online alternative to the existing manual label order
process. Customer/Supplier Agreements (CSAs)
– Defines mail preparation and entry for mailers and the postal plants where their mail is entered
• Must register (request access) to FAST
Mail & Transport
Business Customer Gateway 28
Mail & Transport
Postal Wizard (PostalOne!) – Postal Wizard allows you to
complete, print, save, and submit common forms used in the business mailing process.
A direct link to the Dashboard will be implemented in May 2010
Postal Wizard = PostalOne!
Business Customer Gateway 29
Mail & Transport
Dashboard (PostalOne!) - work flow management submit and review jobs
Business Customer Gateway 30
Gateway Business Services
– Accounts
– Design & Prepare
– Mail & Transport
– Track & Report Business Services Administrator
Table of Contents
Track & Report
Business Customer Gateway 31
ADVANCE– The ADVANCE system is the in-depth method to
track delivery and provide accurate information on the status of Standard Mail and Periodicals in-home delivery dates
Audit Mailing Activity (PostalOne!)– The Audit Mailing Activity service allows read-only
access to its users for all data associated to the permits or USPS Publication Numbers linked to the account. The user may not submit or change mailing information on this type of account
Delivery Confirmation– Verify the date, time, ZIP Code™ of delivery, and
whether the delivery was made, attempted, forwarded, or returned
Mailing Report– Confirm service provides near real-time tracking
information about First-Class Mail®, Periodicals, and Standard Mail letters and flats
Track & Report
Business Customer Gateway 32
Track & Report
Mailing Reports
Business Customer Gateway 33
Track and ReportTrack and Report DescriptionDescription
Audit Mailing Activities (PostalOne!) Read-only access to the Mailing Reports included in the Manage Mailing Activity service.
Manage Electronic Verification Activity (e-VS)
e-VS allows high-volume package mailers and package consolidators to document and pay postage, including special service fees, using electronic manifest files.
Manage Electronic Return Activity (PRS)
PRS is a workshare discount program that offers an easy and convenient way for customers of retail companies to return parcels.
Track and Confirm Confirm service provides near real-time tracking information about First-Class Mail®, Periodicals, and Standard Mail letters and flats
Track and Report
Business Customer Gateway 34
Gateway Business Services
– Accounts
– Design & Prepare
– Mail & Transport
– Track & Report BSA Customer Support
Table of Contents
Customer Support
Business Customer Gateway 35
RIBBS provides the latest news on the Business Customer Gateway
Customer Support
Business Customer Gateway 36