version 10.8 update guide - pc...

Copyright © 2016 by PC Synergy, Inc.

About This Update

The primary features in this update are:

UPS rate change, effective Monday, Dec. 26, 2016 ...................... 6

LSO rate change, effective Sunday, Jan. 1, 2017 ........................... 6

OnTrac rate change, effective Sunday, Jan. 1, 2017...................... 6

DHL rate change, effective Monday, Jan.2, 2017 .......................... 6

FedEx rate change, effective Monday, Jan. 2, 2017 ..................... 7

Signature options for FedEx Express international ...................... 7

Automatic filtering of Ship To records by customer ..................... 7

Easier QuickBooks posting on a network ...................................... 7

You can run this update at any time. If you update before Monday, December 26, you have the option of loading the new rates before they take effect. Beginning December 26, the rate load process will begin automatically. See page 2 for details.

Instructions

Run the Update (if you haven’t already)

Your system must be on Version 10.7 or higher to run this update.

PostalMate network users: Update each station one at a time, starting with the Master.

You don’t need to download the update—that will happen automatically when it’s available, and a notification like this (or something similar) will appear on your screen:

1. Close PostalMate on all workstations. When prompted, do a PostalMate backup.

2. Click on the notification message. An update screen will display.

3. Click on the Update now button.

Version 10.8 Update Guide Annex Brands locations

1

PostalMate Update

A PostalMate update has been

downloaded and is ready to run.

Click here for more information.

PostalMate Update Guide


Load and set new rates

1. After running the update, new published rates will need to be loaded for each carrier. You have two choices on timing:

Option A: Load the rates ahead of time. This is possible only if you’ve run the update before the effect date of a given carrier’s rate change. Either click on the link on PostalMate’s main screen as shown below, or choose menu item File > Carrier Activities > Load 2017 rates.

Option B: Wait until the effective date of the change(s). The rate loading process will begin automatically when you start your PostalMate on the effective date of the change for each carrier

2. When prompted, click OK to load the published rates.

After the rates load, the Quick Rate Setting Utility will pop up, as shown on the next page. It’s designed to assist you in quickly setting your wholesale and retail rates.

2

One or two days before the effective date for each carrier, a notification like this will appear on the main screen. Just click on the link to load rates.

(Continued on next page)



3. Select the carrier(s) for which you want to set new wholesale and retail rates, then click Next.

4. The next screen, shown below, is for setting your wholesale shipping rates. Generally PostalMate will already know what discount plan you’re on with each of the carriers, and will set your rates accordingly. Choose the desired option and click Next.

Wholesale rates are those you pay to the carriers

Which carriers appear here depends on the date, because their rate changes take effect

on different dates.

This is the most common choice


(Continued from previous page)





5. Next you’ll set your retail rates. You can either use the Annex Brands recommended rates, or you can set your own. Make your selection on the screen below.

6. If you chose to use Annex Brands rates, click Finish. You’re done setting rates for the selected carriers, and you can skip to page 7 for information about what’s new in this update.

7. If you chose to set your own rates, click Next.

Retail rates are those you charge to your customers



You’ll see the following screens only if you chose to set your own custom rates.

8. This screen gives you options for setting retail shipping rates. Make the desired selections and click Next.

9. Now set your new retail rates for surcharges, choosing from the options on the screen. After setting your rates, click Next.

This is the most common choice


The easiest way is to click one of these...

...and/or you can enter new rates individually here




10. The Add-on Rates screen below is next. It looks and works just like the previous screen. Set your new retail rates and click Finish.

Note: If you have OnTrac as a carrier at your location, instead of Finish you’ll click Next and go to a screen where you can update your retail rates for insurance. Insurance rates aren’t changing for DHL, FedEx or UPS.

All of the rates you’ve set in the wizard will be applied and the Quick Rate-Setting Utility will close. You’re done!

At any time you can run the utility again by choosing Edit > Shipping Rates > Quick Rate-Setting Utility from PostalMate’s main menu.

You can also fine tune your rates at any time, using the regular rate-setting features found in PostalMate Settings.

If you offer LSO in your store, be sure to set a retail rate for the new

Additional Handling surcharge




What’s New in Version 10.8

This section contains a summary of the major changes and enhancements included in PostalMate Version 10.8.

Carrier rate changes

Rates

All rates for the carriers listed on the first page are updated with the new 2017 rates. See page 2 for information about how and when rates are loaded.

Other changes

DHL Express

The dim weight divisor changes from 166 to 139 for shipments to Puerto Rico

Beginning February 6, fuel surcharge percentages will be updated weekly

The Restricted Delivery surcharge no longer applies to Côte d’Ivoire (Ivory Coast) or Liberia

FedEx Express and Ground

The dim weight divisor changes from 166 to 139 for domestic shipments and Express shipments to Puerto Rico


LSO

An Additional Handling surcharge is now applied to any package with the longest side exceeding 48 inches

OnTrac

Additional Handling is now applied to any package with longest side exceeding 48 inches, from the previous 60 inches

UPS

Beginning January 8, the dim weight divisor will change from 166 to 139 for all domestic shipments greater than 1,728 cubic inches (one cubic foot)

Beginning January 8, Additional Handling will be applied to any package with the longest side exceeding 48 inches, from the previous 60 inches, for UPS Air, 3 Day Select and International shipments


The USPS rate change, which takes effect on January 22, will be addressed in a separate update that will be available a few days in advance of the change.



Signature options for FedEx Express international

For FedEx Express international shipments, “Direct Signature Required” and “Adult Signature Required” options are now offered to 64 countries. You’ll be able to select either one from the Add-Ons screen when processing a shipment to any of the applicable countries. Pricing is the same as for domestic shipments.

Automatic filtering of Ship To records by customer

On the “Ship To” screen you’ve already had the ability to filter the list of records to include only records linked to a selected customer, but it required you to manually invoke the filter for each shipment. Optionally, your can now make that filtering the default. Here’s how:

1. From the main menu in PostalMate, choose Tools > PostalMate Settings, then select Shipping Settings on left.

2. Select the Other tab, and under Default search criteria check the box next to Filter by customer. Click Save, then Close.

Now when you process a shipment with a customer linked to it, the “Show only records for this customer” box on the Ship To screen will be checked automatically. You can always uncheck it if you want to see all Ship To records in your system.

Easier QuickBooks posting on a network

If you use the QuickBooks Interface and have multiple workstations, until now you’ve had to do your daily posting from each workstation individually. A new setting gives you the ability to post your daily transactions for all workstations from the Master workstation. Here’s how:

1. From the main POS Register menu, go to Tools > Options > Register Settings.

2. Select the QuickBooks tab. Make sure your QuickBooks Interface is enabled.

3. Check the box next to Consolidate, then click OK.

version 10.8 update guide - pc...

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