business customer gateway 1 pcc mailer’s education seminar reno nevada may 20, 2010 business...

Business Customer Gateway 1

PCC Mailer’s Education Seminar Reno NevadaMay 20, 2010

Business Customer Gateway

Michael HemphillCSG Direct, Inc


Agenda

The Gateway

Business Services

– Accounts

– Design & Prepare

– Mail & Transport

– Track & Report BSA


Access the Business Customer Gateway from USPS.COM®

Gateway

https://gateway.usps.com/bcg/login.htm


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


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 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.


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


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


Request Access

Account: Locations

Select a location(s) for a service


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


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


User Access – BSAs Only

BSAs manage users for their Business Locations

Business Services Administrator


Manage User Access

Business Services Administrator

Revoke or Assign Accounts as BSA.


The Gateway landing page

Site map is based on functionality

Account Design & Prepare Mail & Transport Track & Report Customer Support

Gateway: Existing User


Agenda

The Profile link

The Gateway Business Services

– Accounts





Table of Contents

Manage Permits

The Gateway Business Services

– Accounts– Design & Prepare – Mail & Transport– Track & Report

BSA


Balance & Fees

Manage Permits

Balance is displayed. Select the Fee Details icon to see the Fee information.


Manage Permits

Manage Permits

• Permits are linked to the desired business location CRID

• BSAs can link additional permits under Manage Permits


Gateway Business Services

– Accounts




Agenda

Design & Prepare


Intelligent Mail Services with RIBBS

Design & Prepare


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


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


Design & Prepare

Mailer ID System

Mailer ID service must be requested


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


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



– Accounts




Table of Contents

Mail & Transport


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


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!


Mail & Transport

Dashboard (PostalOne!) - work flow management submit and review jobs



– Accounts



– Track & Report Business Services Administrator

Table of Contents

Track & Report


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


Track & Report

Mailing Reports


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



– Accounts



– Track & Report BSA Customer Support

Table of Contents

Customer Support


RIBBS provides the latest news on the Business Customer Gateway

Customer Support

business customer gateway 1 pcc mailer’s education seminar reno nevada may 20, 2010 business...

Documents

gateway https

gateway login slide

service slide

test environment gateway

access services

access request access

mailing activity postalone

additional services