OnTrac Setup - PC SynergyOnTrac Setup Page 5 Enable OnTrac on Rate Comparison You must choose which...
Transcript of OnTrac Setup - PC SynergyOnTrac Setup Page 5 Enable OnTrac on Rate Comparison You must choose which...
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OnTrac Setup
TechNote #229 Rev. 09.18.2018
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 1-800-334-5000 or visit www.ontrac.com 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. An OnTrac API password. Contact the OnTrac Support desk at [email protected] or call 877-225.6837.
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.).
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Page 2 OnTrac Setup
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 discount rep needs to provide you with an electronic,
specially-formatted .txt file that contains your custom rates. Typically, OnTrac themselves only provides
wholesale rates in a .pdf format, which cannot be imported into PostalMate.
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.
Browse to the .txt file given
to you by OnTrac.
Choose Import custom
rates from file.
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Page 3 OnTrac Setup
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.
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.
Use Global rate-
setting to quickly
increase your retail
rates by entering a
percentage, select
OnTrac and choose
Apply & Save.
Use Advance rate-
setting to set
individual rates for
OnTrac as desired.
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Page 4 OnTrac Setup
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.
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.
Fuel surcharges are
updated
automatically.
Use Global rate-setting
to quickly increase your
retail insurance rates
by entering a
percentage, select
OnTrac and choose
Apply & Save.
Use Advance rate-
setting 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.
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Page 5 OnTrac Setup
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 Carrier-
branded 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”.
©PC Synergy, Inc. All rights reserved.
Page 6 OnTrac Setup
Email Notification Settings
Shipment and Delivery Notification is available for OnTrac shipments. If you have previously set up PostalMate to
send email notification for your shipments, you must re-save your settings for email notifications to apply to
OnTrac shipments. No additional setup is required. See TechNote titled Setting Up Email Notification if you wish
to learn more about this feature.
1. In PostalMate Settings, choose Email Notifications on the left pane and then click Save.
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.
If you already use Email
Notification, just click Save
here.
Choose the Map button.
©PC Synergy, Inc. All rights reserved.
Page 7 OnTrac Setup
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.
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.
Select your 4x6 label
printer from the
drop-down menu.
Checkmark “OnTrac web
services enabled” and click
Save.