Unlock the Business Customer Gateway

1. Unlock the Business Customer Gateway Inland Empire & San Diego PCC Irma Cosgrove September 15, 2010 U.S. Postal Service San Diego, CA San Diego, CA

2. Overview What is it? Business Services Accessing Information Customer Support/Resources

3. A Look Back… The Business Customer Gateway (BCG) was established to: • Define a set of business or management tools • Allow business customers to manage their own profile data • Allow business customers to manage access by their own users to data within Postal Service applications • Create a single, unified landing point for customers • Standardize the tools used by Postal Service help desks

4. Access from • http://www.usps.com • Interface to all USPS Business Services • Gateway is available for ALL business customers – large or small • Centralized access to services under the IMb™ Full-Service and Basic options

5. Sign In Page All postal business customers log on to the Business Customer Gateway through a single sign-on using Gateway usernames and passwords to access all online services 1 2 • Existing Users • New Users

6. 1. Manage Mailing Activity: comprised of PostalOne! functionality supporting electronic submission of mailings and provides mailing activity information Sub Services: Summary Balance & Fees Postal Wizard Electronic Date Exchange Mailing Reports A Business Service is functionality in a USPS application

7. Users may access postage statement details under Transaction Type Transactions Report Report displays all transactions for permits that are linked to the locations in the User’s profile for the Manage or Audit Mailing Activity Service

8. Balance & Fees • Provides permit owners the balance and fees due for accounts

9. Postal Wizard • Manage mailing activity service • By/For identification via permit • May submit as permit owner or as agent

10. Electronic Data Exchange Manage Mailing Activity service Provides tools for submitting data to PostalOne! Portal to the Testing Environment for Mailers (TEM)

11. Mailing Reports Access transaction information including Full Service Reports through the Mailing Reports link

12. Dashboard Mail Agent/Mail Preparer

13. Dashboard

14. 2. Schedule a Mailing Appointment (FAST) Through the Facility Access and Shipment Tracking (FAST) system, mailers schedule appointments for the entry of their mailings

15. 3. Customer/Supplier Agreements (CSAs) CSAs define mail preparation and entry requirements for mail that is entered at the origin facility

17. 8. Mailer ID (MID) 6-digit or a 9-digit numeric identifier Required in all Intelligent Mail barcodes Used to identify Mail Owners and/or Mailing Agents and tohelp determine the recipient(s) of information regarding the mailing 17

18. Business Service Administrator (BSA) • Key contact for a Business Location for the management of the selected Service • Approves and deactivates all user requests for that Service at a business location • Establishes the business locations (CRIDs) where permits and Mailer IDs will be linked

19. Customer Registration ID (CRID) Unique identifier created by the USPS to identify a company at a business location address Connects a business location’s information across all USPS applications Associates every Permit Number and Mailer ID (MID) issued (there may be multiple Permit Numbers or MIDs associated to a single CRID)

20. Customer Support

21. User Access Guides - RIBBS 1 2 • Intelligent Mail Services • Access Guides and Specifications • User Access to Electronic • Mailing Information and Reports • Guide 3

22. User Access Guides - RIBBS

23. Unlock the Business Customer Gateway! Detail Version available at: San Diego: www.sdpcc.org Inland Empire : www.socalpcc.org/inland.htm

24. Questions?