OnTrac Setup. To setup an OnTrac account, call or visit and select Open a FREE account.

Transcription

1 TechNote #229 Rev OnTrac is a regional carrier that services all of California and the metro areas of Arizona, Nevada, Oregon, Washington, Utah, Colorado and Idaho. Both your store and the destination address must be within OnTrac s service area for shipping. Establish an OnTrac account To setup an OnTrac account, call or visit and select Open a FREE account. Account information you will need The following information will need to be obtained from OnTrac when establishing your account. 1. An OnTrac account number 2. OnTrac wholesale rates in a.txt file 3. An OnTrac API password. Contact the OnTrac Support desk at softwaresupport@ontrac.com or call Enable OnTrac shipping in PostalMate In PostalMate, choose Tools > PostalMate Settings > Carrier Setup and select the OnTrac tab. 1. Check the box Enabled 2. Select the button to Verify OnTrac account online 3. Enter your Ontrac account number and password and click OK Enter your OnTrac account number and your API Password (You must call OnTrac to obtain this password.). To enter your OnTrac account number and password, click here. Questions? Phone: support@pcsynergy.com

2 Page 2 Set OnTrac Wholesale Rates PostalMate contains OnTrac Published rates. If you have negotiated wholesale rates from OnTrac, you may import them into PostalMate. To do this, OnTrac needs to provide you with an electronic, specially-formatted.txt file that contains your custom rates. 1. Stay in PostalMate Settings > Carrier Setup > OnTrac 2. Click Set or import wholesale rates. 3. From the drop-down menu, choose Import custom rates from file. 4. Browse to the location where you saved the.txt file from OnTrac. 5. Click Apply. Choose Set or import wholesale rates. Choose Import custom rates from file. Browse to the.txt file given to you by OnTrac.

3 Page 3 Set Shipping Rates 1. In PostalMate Settings. Choose Set Shipping Rates on the left pane. 2. Use either the Global rate-setting or Advanced rate-setting (for both Fixed and Weight-based services) to set your retail rates for OnTrac. Use Global ratesetting to quickly increase your retail rates by entering a percentage, select OnTrac and choose Apply & Save. Use Advance ratesetting to set individual rates for OnTrac as desired. Set Add-On Rates 1. In PostalMate Settings. Choose Add-On Rates on the left pane. 2. Select OnTrac from the drop-down menu. 3. Set retail rates for the available add-ons.

4 Page 4 Set Surcharges 1. In PostalMate Settings. Choose Surcharge Rates on the left pane. 2. Select OnTrac from the drop-down menu. 3. Set retail rates for the available surcharges. Fuel surcharges are updated automatically. Set Insurance Rates 1. In PostalMate Settings. Choose Insurance Rates on the left pane. 2. Use either the Global rate-setting or Advanced rate-setting to set your insurance retail rates for OnTrac. Use Global rate-setting to quickly increase your retail insurance rates by entering a percentage, select OnTrac and choose Apply & Save. Use Advance ratesetting to set individual insurance rates for OnTrac as desired. Note: If you use an alternate insurance carrier, check with them first to make sure your policy covers OnTrac shipments. If they approve, you must map OnTrac carrier services to your alternate carrier here.

5 Page 5 Enable OnTrac on Rate Comparison You must choose which Rate Comparison tabs you wish for OnTrac services to display. 1. In PostalMate Settings, choose Shipping Settings on the left pane and select the Service Display tab. 2. Place a checkmark in the box for OnTrac on any tab you wish for these services to be displayed. Optionally, you can re-name an existing tab to OnTrac to have only OnTrac services appear on this tab. 3. Do this for both Generic and Carrier-branded packaging settings. Service Display settings for OnTrac need to be done for Generic and Carrierbranded packaging. If desired, you can re-name a tab for OnTrac and enable just OnTrac services to display on this tab. Make sure to checkmark the box Tab active.

6 Page 6 Notification Settings Shipment and Delivery Notification is available for OnTrac shipments. If you have previously set up PostalMate to send notification for your shipments, you must re-save your settings for notifications to apply to OnTrac shipments. No additional setup is required. See TechNote titled Setting Up Notification if you wish to learn more about this feature. 1. In PostalMate Settings, choose Notifications on the left pane and then click Save. If you already use Notification, just click Save here. Map Departments 1. In PostalMate Settings, select Departments & Products. Choose the Map button. 2. Select an appropriate department for the six OnTrac services for both Shipping and Insurance charges. Click OK to save your changes. Choose the Map button.

7 Page 7 Assign Label Printer (To be done on each PostalMate workstation) 1. In PostalMate Settings, choose Label Settings on the left pane. 2. Scroll to the bottom of the list and assign OnTrac to your 4x6 label printer. Choose the Test printer assignment for selected label button to test your label printer selection. Click Save when done. Select your 4x6 label printer from the drop-down menu. Enable Internet Shipping (To be done on each PostalMate workstation) 1. In PostalMate Settings, select Station Settings on the left pane. 2. Place a checkmark in the box OnTrac web services enabled Click Save. Checkmark OnTrac web services enabled and click Save.