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Postal Package Partner User`s Guide

1. Export_Address_Book o Morgene address_book_export txt Addressee Hannoush_4 oMorgenekevport files hannoush_4 tst Addressee Mardell_Export o orgene mardell_export txt Package P Depot UI oMogenekchent files pa_depot pa_depot_export_01 c Addressee P Depot_Export_01 o forgene client files pa_depot pa_depot_export_01 c Package Stan_Test o forgenestan_test txt Package Test_Export o orgenetextdo 1 test_export txt Package Teutenberg2 o orgene export files teutenberg_export_2 txt Package Teutenberg_Test_1 c wb p3 teutenberg_test_1 txt Package ER gt H Export Add A Delete S k Complete the remaining FTP information 166 Using Postal Package Partner ees Automatic Package Export Automatic Package Export 3 ftp windowbook com login ee Automatic_Package_Export l Check Upload Export File Automatically This will cause the file to be uploaded when Delivery Confirmation data is uploaded to the Post Office server 167 Postal Package Partner User s Guide Batch Export Click the Import Export button on the main Navigator window fad Postal Package Partner Navigator 1 Daily Shipping af 4 Reports 2 Download Extract Files 5 Import Export 3 View Package History q 6 Exit Click the Export Data button ees EU ITER TT dt bila Dis E 1 Import Data 2 Export Data Click the Add button on the Export Data screen
2. 8 Select CD Drive Letter and locate Eltron folder Locate File 2 x Look in a Si e 0e History E Desktop oN q My Documents T Vr Mu Computer My Network F Cancel File name DEMSETUP INF DI Files of type Setup Information inf z 9 Then select Operating System folder te win95 win NT and Click 90 Getting Started the Open Button Locate File 2 x Look in a wings D e DEI eg EJ D Eltron WIN95 My Documents My Computer File name JOEMSETUP INF DI Files of type Setup Information inf Cancel My Network E 10 Click the OK Button once more Add Printer Wizard Add Printer Wizard The manufacturer and model determine which printer to use g Install From Disk x a Insert the manufacturer s installation disk into the drive c selected and then click OK _ Cancel Copy manufacturer s files from gt De Itron WIN395 v lt Back Next gt Cancel 11 Select the Eltron LP2642 2742 printer from list and click Next button 91 Postal Package Partner User s Guide Add Printer Wizard Add Printer Wizard The manufacturer and model determine which printer to use e Select the manufacturer and model of your printer If your printer came with an installation disk click Have Disk If your printer is not listed consult your printer documentation for a compatible printer Printe
3. Fill in the Estimated Start Date of Your Mailing by clicking on the Calendar Use the arrows at the top of the Calendar to choose the month then click the date on which you want to begin shipping Finally fill in your USPS Postal Rep Information if you know it You do not need a USPS Account Rep To use Delivery Confirmation but if you would like to get one please click on the yellow question mark beside the field This button appears throughout the form filler to aid you in answering questions that you may have 38 Getting Started USPS Application Forms ES lol x Fie Edit PPP Support Forms Checklist FAQs Meed Support Window Delivery Confirmation e Additional Forms For lt lt Printer iva Cl amp Form 1357 S Other Services i Certification oe 3 Please Fill out this form E SC DELIVERY CONFIRMATION amp FORM 1357 Primary Contact Information First Last Company window Book Inc Name Teresa Tabor pho ostai rep neo E r C You do not need a USPS Account Rep to use Delivery Confirmation If you know your Account Rep s name and contact information please put it in DUNS Nu To request that you get an Account Rep call your local Business Center You can locate your closest Business Center by going to http www usps gov ncsc locators find pbc html Please informat proce Postal R Name SSS E Ween Title Se Telephone TP AreaAndDistic S lt lt CS S Y Sav
4. Scale Setup Wizard by Window Book 4 Click the Start the Wizard button the wizard should find the scale Note this may take 2 3 minutes If the wizard does NOT find the scale confirm that the scale is plugged in turned on and connected to a working serial port on the computer Then 96 Getting Started rerun the wizard Once the program has recognized the scale you can integrate it by clicking the Use scale button on the Daily Shipping screen 5 If the wizard still does not find the scale you can enter an incident in Window Book s online help system Click Help gt Get Support for PPP gt Submit a Question Online from the main menu or 6 To choose the scale manually do the following a Go to File gt Open Scale Control Panel from the main menu b Click the Open Scale Manager Install Scale button see screen shot GZ Scale Control Panel x Primary Scale NIA ZERO other scale Scale is not connected Run Scale SETUP WIZARD Open Sele anager Install Scale Select an Installed Scale Ok c Click the connect button d Click on the drop down menu for scale types e Choose the scale you are using for instance Weightronix 7010 or Weightronix 7623 f Choose the correct Comm port for the scale The program will then check that comm port for the scale if it doesn t find it the program will give an error message Be sure to include the error message in
5. 1 Run the program from the Server 2 With the program running right click on the following file in the program s data directory PVSW LOC Please Note For DAT MAIL you will need to launch the STATEMENTS side of the program by clicking on the 3602 icon in order to create the LOC file 3 Click Properties make the file READ ONLY 4 Close the file This makes the Server the Permanent Gateway to find out what your data directory is click on Help About More About Environment If you don t want to run the Dat Mail Post Master or PPP Program from the Server only run the data from the server 1 Go to one of the workstations and run the program 2 With the program open edit the PVSW LOC file using Notepad in Windows 3 Put in the Server machine Network Identifier This can be found under Start gt Settings gt Control Panel gt System gt Properties gt Computer Name in Windows 2000 4 Exit and Save the file in Notepad 5 Make the PVSW LOC file READ ONLY by Right clicking then click Properties and choose Read Only This makes the Server the Permanent Gateway We are recommending that you set up their Server to be the Permanent Gateway However this does not require that you do this step on the Server itself The key to remember here is that what you are actually trying to do 50 Getting Started when setting up the Permanent Gateway is to edit the LOC File to have the Server Name
6. 168 Using Postal Package Partner Export Data Search Mardell Mardel2 Mardell_Export MyTest Name NewT rackingNoE xport Rana_Exports Stan_Test Test Test 2 Teutenberg2 Teutenberg_Test_1 H Export Type in a name of your choosing for Export Name Ei Add Export Specification Esport Haer Ire Llelotaoon JL Chmardel txt Package c mardel2 txt Package o forgene mardell_export txt Package c mptest csy Package c name txt Package c export exports tat Package c exportsaugust txt Package o forgenestan_test tst Package Ces tet Package c rasemary txt Package o forgeneexport files teutenberg_export_2 txt Package c wb p3 teutenberg_test_1 txt Package s Add Change Delete Export Name l Export File File To Export Addressee sl Sk Close 2 r File Specifications Available Fields Addressee No Address Type Last Name First Name Middle Initial Position T itle Company Name Address 1 Address 2 Selected Fields gt Fees All gt gt City sl 44 None IT Export Field Names Format Delimited Fields Fixed Length Fields Comma ler Woaliier Deir GET H Export Click the file button to the right of the Export File text box Identify the file folder you want to save the export to and create a file name ending in txt Identify the File to Export as either Addressee or Package usually use Pac
7. Click on Import Data then press the Fixed Length File Setup button on the Import Data browse that lists your Fixed Field Length file import templates eer Import Data d P 2Save2_Adressee C WINNTSProfiles gene Desktop 25 ave2 csv Addressee 2Save3 C WINNT Profiles gene Desktop 25 ave3 csy Package 2Save_Test2 C WINNT Profiles gene Desktop 25 ave_test cs Package Access_Worldwide_1 C WINNT Profiles gene Desktop CSKO0701 csv Package Access_Worldwide_2 C WINNT Profiles gene Desktop CSKO701_new csv Package Addressee_Test4 O ForGene PPP_Test_Import Files Comma_or_Tab_De Package Adressee_Test2 O ForGene PPP_Test_Import Files Addressee_test txt Addressee Advanced_Import O ForGene T ext Documents 4dvanced_Import txt Package Anissa2 O ForGene Excel Files 25 ave2 csv Addressee Asci_Import O ForGene T ext Documents Ascii_test txt Package Bogus_Import C WINNT Profiles gene Desktop Bogus_Import txt Package gt v Fixed Length ASCII Fie Setup ada UE Change Delete H Import Dk Close Press the Insert button to create a new definition 155 Postal Package Partner User s Guide s Import Templates Is Search Rae ee a eS FIRT ern CR E meagan Se LEE AG TEST 3 o creme Geer test mn Fixed Lenath Fields Asdfsadf O ForGene PPP_Test_Import Files Package_Import txt Fixed Length Fields COPY c winnt profiles gene desktop pcf2 txt Fixed Length Fields FFL_2 C WINNT Profiles gene Desktop pcf txt cs
8. J Daily Shipping 00000524 145 Postal Package Partner User s Guide Calculation Result Tab This tab shows you how the Postage was calculated for a package that is entered on the Package Info Tab breaking down all the fees associated with that particular package If you would like to find out how much USPS is going to charge for any Special Service for a particular package you can click on this tab before Printing amp Saving the package You can also print Zone Charts amp Zone Matrixes from this tab which the Post Office Requests from you when you go through your Manifest Approval Process 4 Daily Shipping Basic postage Nonmachinable surcharge Delivery confirm electronic COD fee on 100 00 146 Using Postal Package Partner Downloading Extract Files Each morning when starting up Postal Package Partner you should click the Download Extract Files located on the main Navigator menu tJ Postal Package Partner Navigator You should also go to File gt Communications Info gt Unconfirmed EFN List This will give you a list of recent uploads which have no confirmations yet A confirmation is a downloaded error report or tracking data extract file for that manifest The date and EFN number for each manifest is listed along with the communication status of the upload If you see a manifest that was UNSUCCESSFUL you should click the Resend button 147 Postal Package Partner User
9. 000000062343 000000062355 000000062356 000000062359 000000062360 00031470 00031476 00031477 00031480 00031481 Using Postal Package Partner None NANCY JONES DEBBIE DOE BARRY SMITH NANCY DOE IDA JONES 135 Postal Package Partner User s Guide Communicate Tab How To Communicate Packages To The US Postal Service Uploading files to the USPS i e communicating is part of the End of Day Procedures as follows After you have finished entering all of your package information in the Package Information tab of Daily Shipping and have printed and affixed the labels go to the Communicate tab Make sure that the manifest is correct and push the Communicate button PPP will ask Do you want to print the End of Day Report Print the report for your records The post office may also want a copy PPP will then ask Do you want to print Form 3152 Print the report for presentation with your packages You may also want a copy for your records Allow the upload to finish making sure that it was successful If it was unsuccessful check your Internet connection and your network for service problems and then resend After the upload is complete go to the Navigator and click on Reports On the Reports page click on Statements and Manifests The following options will appear In PPP Advanced there will be 11 report choices The necessary reports will be checked for printing according to the requ
10. Server and Network Recommended Dedicated server for the product 2 GB RAM 50 GB hard disk space 2 2 GHz Pentium 4 processor or better 100 mbps is minimum recommended network speed Use switches instead of hubs for best results Server Operating Systems MS Server 2003 or higher For information on Pervasive SQL Server System Requirements please visit their web site here Software Requirements Before installing the Postal Package Partner program there are a few prerequisites that need to be set up first 1 The installation of Pervasive SQL v10 is required o Pervasive SQL is a well known and highly regarded SQL database engine that provides reliable data access and overall performance o If your Postal Package Partner registration is for 1 to 5 users on a Windows based server or a stand alone configuration you will need to install Pervasive SQL Workgroup Edition which can be downloaded from our Pervasive download webpage Pervasive must be installed on the server and workstations that will be accessing Postal Package Partner Please contact your Sales Representative to get your license key o If your Postal Package Partner registration is for a network installation with 6 concurrent users you will need to install Pervasive SQL Client Server Edition Please contact your Sales Representative for a link to download the software and to receive your license key 2 The installation of Microsoft NET Framework
11. Please see the notes below If you plan to use a Secondary file you must map the link field usually some kind of customer number to a PPP field then map it again this time selecting Your mappings would look something like this Character Character Character EI Customer Number Press the CLOSE button when done mapping your fields Defining and Mapping a Secondary File Retrieval Linked to Customer File You will lookup the order information from the order file but get the shipping address from a linked customer file You must have first defined the link field in the Primary file first You would select the ODBC Source enter the login and password if applicable press the CONNECT button and select your secondary table just like you did for the primary table Map the link field to the same PPP field you mapped the link field to in your primary file Double or right click on that field to get the field list Double or right click again on that field and select You can now map the fields you need to get from your secondary file Press OK when all fields are mapped 240 Optional Modules See Notes on PPP Fields for details Setup Tab Setting Your SQL Query Options After you have mapped all of your fields you will be back to the ODBC Connect screen which has a setup tab Click on the setup tab to set your SQL options ODBC Connect 7 M Ej M E Ej a Ej M Ej F See SQL Query Options for
12. Postmaster or Postal Package Partner the installation program will automatically apply a product license key For new users you will receive the key once you have purchased your Datmail PostMaster or Postal Package Partner Note Administrative Rights are required to complete the installation 48 Getting Started Network Installations For 6 or more users on a network the Pervasive SQL Client Server installation is required 1 Install Pervasive SQL on the Server The installation is the same for both Network Server and Workstations 2 Install Pervasive SQL using the CD on each workstation Note that Administrative Rights are required to complete the installation 3 After you have installed the program on a workstation reboot the workstation to enable the database engine 4 Configure Pervasive SQL as a Permanent Gateway on the Server see instructions below 5 Install the WorkGroup Engine as a Service see instructions below NETWORK SETUP 2 5 USERS NETWORK SERVER WITH 2 5 WORKSTATIONS Install Pervasive SQL here reboot not required Install Pervasive SQL here then reboot Install Pervasive SQL Install Pervasive SQL here then reboot here then reboot 49 Postal Package Partner User s Guide How to set up Pervasive SQL as a Permanent Gateway for 2 5 User Networks With Datmail Postmaster 5 01 or higher or PPP 4 02 or higher installed and running on the Server
13. Rates You must enter the insurance rates displayed They are in cost per hundred dollars of declared valuation For now you need only to fill out the first rate the one for delivery confirmation parcels Express Mail Deduction Normally set to 500 00 The first 500 00 is covered by USPS Private Insurance Account Number Enter the account code that your 191 Postal Package Partner User s Guide insurance carrier has assigned to you Remit to Address This should include the company name and address where you send your remittance 192 Using Postal Package Partner Departmental Accounting Using Departmental Accounting Departmental Accounting is a feature of Postal package Partner which allows you to keep track of your shipping costs including postage insurance and fees split out by Department and Department Cost Code You can print the information in a report based on any interval be it weekly biweekly monthly or yearly by choosing the beginning and ending date of the report It s a handy feature especially for large companies who need to keep strict control of their costs by department 1 You can turn on the Departmental Accounting option by going to File gt System Setup gt Mailer Configuration gt Advanced Settings General Mailer Configuration loj x Mailer Preferences Manifesting Communications E mail Private Insurance Printers Verification Advanced Settings Select An Item In The L
14. can enter your registration string by copying and pasting it from your e mail or typing it in by hand You also have the option of downloading your registration with a simple four digit pin number If you choose to Download your pin first connect to the Internet and then click on the Download Registration Button Registration Code Entry Form Current Registration TT0013 URUDRF WOIBCS1 NCO2 wagmy Expires 5 07 04 Order a New Registration Enter or Download New Registration If you ALREADY HAYE your new Registration String please type it in the field below then press the Enter key Be careful to type it exactly as shown including the and and symbols Type in the NEW registration string If your computer is connected to the Internet you can directly download your Download Registration new registration string If you have registration error you must exit with Cancel Cancel out of this window 83 Postal Package Partner User s Guide Enter the pin number and click on the Start The Download Button Downloading should only take a few seconds Once the registration has downloaded successfully click on the Save Downloaded Registration Button Some firewalls do not allow the registration string to be downloaded If you get an Error 40 could not connect to server go back to the Enter Registration tab and then type or copy paste in the full registration string gm Download New Regist
15. command followed by a SERVER command on the NetWare server You must 70 Getting Started restart the NetWare server to load the new version of BTRIEVE NLM The NetWare operating system has dependencies on BTRIEVE NLM 17 This completes the installation 71 Postal Package Partner User s Guide Installing Client Components When you have completed the Server installation map the server you will be installing from to a drive letter on the workstation 1 Click Start gt Run then type lt drive gt pvsw clients win32 setup where lt drive gt is the drive letter to which the server is mapped If this folder is not visible from the Workstation put the files contained in this folder in a directory that can be seen from the workstation and run setup from there The installation program begins its initial preparation After the preparation completes the Welcome screen appears 2 Click Next to proceed with the installation 3 Click on Complete to choose the Complete Setup The Complete Client Installation installs the following components to the local machine e Transactional and relational interfaces e Client requesters DOS Trace and Win32 requesters e Utilities e Online documentation 4 Click Next A dialog will appear that informs you the installation program is ready to begin installing files Click Install to continue with the installation 5 If required close any running applicatio
16. copyright protected materials trade secrets and other proprietary information all right title and interest to which are held by Window Book or its licensors The Software Product is licensed not sold and all rights not expressly granted in this License are specifically reserved to Window Book 12 Reverse Engineering You shall in no event reverse engineer decompile or disassemble the Software Application 13 Export Law Assurance You agree that you will not export the Software Product or any technical data obtained from Window Book except in compliance with U S export regulations 14 Termination You may terminate this License at any time by destroying the Software Product Without prejudice to Window Book s other rights this License will terminate immediately if you fail to comply with the terms of this License This License will similarly terminate upon expiration of the Term at which time the Software Application will become inactive and later inoperable as provided in Section 5 Upon termination you must cease all use of and destroy the Software Product 15 U S Government Rights If you are acquiring the Software Product on behalf of any agency or unit of the United State Government the following provisions apply the Government agrees i if the Software Product is supplied to the Department of Defense DoD the Software Product is classified as Commercial Computer Software and the Government is acquiring only re
17. lt PIC gt which you can track on our web site at lt Tracking Web Site gt Thank you for your business This e mail and your package have been produced with Postal Package Partner Window Book Ince Go to wuw postalpackagepartner com or www windowbook com to learn more You can edit the text as you would like it to appear Merge Tags are fields that you can insert which will vary for each package such as the Order Number Addressee Name and Ship Date You can insert Merge Tags by clicking on the Select Merge Tag button highlighting the field you would like to insert and pressing OK This will create text that appears in the following format amp ltOrder Number amp gt You can also delete Merge Tags by deleting the text that appears in the following format amp ltOrder Number amp gt When you are finished editing the text click on the OK button to save your changes Note there are changes to the e mail customization screens described in the following New E mail features 181 Postal Package Partner User s Guide E Mails Not Being Sent Things to check to ensure that e mails sent to your customers are informing them of the status of their order Make sure you enter the customer e mails in the E Mail Address 1 and E Mail Address 2 text boxes To locate this E Mail Info screen go to Daily Shipping and select the Print Labels tab Highlight an individual package and click the Change button Then cli
18. which will display the screen that has a Stop Import Agent After the Next Cycle The Agent will not stop until it has finished processing all files that have been copied to the work directory and until the current cycle is completed so there will be a time delay before the task disappears WARNING Exiting Postal Package Partner without shutting off the Agent will not shut down the Import Agent It will continue to look for files and import them even if Postal Package Partner is not running 234 Optional Modules ODBC Connect Overview of ODBC Connect This feature is part of the 500 Advanced Connectivity Option which also includes the Import Agent and the Advanced multi class multi special services import ODBC Connect is a Postal Package Partner option which allows it to access databases from other programs in real time so that batch export import processes can be eliminated It is designed to allow a shipping workstation to access individual orders or customer data as packages need to be shipped To use ODBC Connect your order entry or other software must store its data in files that are ODBC compliant You can also build views of complex databases that Postal Package Partner can also access with ODBC Connect Popular database formats like Access Microsoft SQL Server Oracle DB2 dBase Visual Foxpro and others have ODBC drivers that are either supplied with Windows or available from third party vendors If you have an ODBC d
19. BARRY SMITH 910160394591 600031 4338 915060394591 60 16 0000 WAYNE DOE 910160394591 600031 4345 915060394591 60 65 0000 FRANK DOE 910160394531 600031 4352 915060394591 60 37 0000 NANCY DOE 910160394591 600031 4369 915060394591 60 25 0000 IDA JONES 910160394591 600031 4376 915060394591 60 0 4000 ADAM JONES 910160394591 600031 4383 915060394591 60 33 0000 TERRY SMITH 910160394591 600031 4390 915060394591 60 23 0000 LARRY JONES 910160394591 600031 4406 915060394591 60 10 0000 EVANS SMITH 910160394591 600031 4413 915060394591 60 40 0000 HARRY SMITH 910160394591600031 4420 915060394591 60 17 0000 XERXES DOE 910160394591 600031 4437 915060394591 60 PPP will ask Do you want to print the End of Day Report Click Yes and print the report for your records The post office may also want a copy Communications Q ye sw Review the Report and make sure it is correct 137 Postal Package Partner User s Guide Communications PPP will then ask Do you want to print Form 3152 Print the report for presentation with your packages You may also want a copy for your records Allow the upload to finish making sure that it was successful If it was unsuccessful check your Internet connection and your network for service problems and then resend After the upload is complete go to the Navigator and click on Reports On the Reports page click on Statements and Manifests The fo
20. Choose Destination Location BS xj Setup will install Postal Package Partner in the following folder To install into a different folder click Browse and select another folder You can choose not to install Postal Package Partner by clicking Cancel to exit Setup Destination Folder C WB4P3 Browse Cancel Bass Next you will be prompted for the installation path It automatically selects the recommended normal path for a Standalone Installation NOTE Do NOT attempt to use Postal Package Partner on more than one computer unless you have the Network Version and are sharing the data for the following reason Using the program on separate computers without sharing the data will result in duplicate PIC numbers duplicate Electronic Manifest Numbers and destroy the integrity of the tracking process 78 Getting Started ZS Choose Data Location fa x If you are doing a network installation use the Browse button to choose or create your data directory Otherwise leave the data directory as is Data Folder CW BSPS DATA Browse Cancel yosceeee 3 Continue on and follow the prompts to complete the installation If this is a new installation you will be prompted to enter your Registration See the section on Registering PPP for more details 2 Network Installation 1 First install Postal Package Partner on the server Before the installation you must
21. Complete installation which is recommended takes default actions for operations performed during the installation The system components for the Pervasive SQL Server engine are copied by default to SYS SYSTEM You can specify a different location for the system components The non system components are copied by default to SYS PVSW You can select a different location for the non system components The Complete server installation installs the following components to SYS SYSTEM 8 Pervasive SQL V8 engine including ODBC interface The Complete server installation installs the following non system components to SYS PVSW e Script files e Client installation copies e DEMODATA sample database e NIS files e Sample files Custom Setup not recommended If you need to do a Custom Setup consult the user manual Getting_Started_Server pdf located in the books directory of the Installation CD Section 8 Note The Custom installation is for advanced users It allows you to specify the installation location select the components to install and determine the space requirements for the components If you choose Custom install read Custom Installation Path in the Getting_Started_Server pdf on page 8 15 At the end of that section return to this set of steps to continue the installation 69 Postal Package Partner User s Guide 9 Click Next 10 Specify the location for the system files The default location is SYS SYSTEM If yo
22. Fixed Length Fields Fghgfh O ForGene PPP_Test_Import Files Package_Import txt Fixed Length Fields Icon C WINNT Profiles gene Desktop obwkp 41 bat Fixed Lenath Fields Kiesler Policy Suppl O ForGeneT ext Documents Kpsft txt Fixed Length Fields KIESLER_2 O ForGene T ext Documents Kpsfrt txt Fixed Lenath Fields KIESLER_3 o forgenetext documents kpstrt txt Fixed Length Fields Lloyd_Test O ForGene PPP_Test_Import Files Package_Import txt Fixed Length Fields Nutrition Word C WINNT Profiles gene Desktop Nutrition_World bi Delimited Fields gt e Gg Copy Template Import File v Insert E Change Delete Fa View Records ala Close s Add Import Template lei Es Template Name Import File J wj Import File Type Delimited Fields xj End Of Record Identifier CR LF vj IT Skip First Record Delimiter Comma z Field Count 0 Text Qualifier g x Record Length 0 Import Field Name Field Type Field Format Decimal Places inset Oe Ka Cancel zj 3 View Baw File Contents Template Name Enter the name of the template you are creating Import File Select the file you are importing by pressing the button at the right of the entry field Import File Type Select Fixed Field Length 156 Using Postal Package Partner End of Record Identifier Enter what characters are used at the end of each record Choices include CR Carriage return LF Lin
23. Press the Customs Info button if you would like PPP to print your Customs Form for you It is not required that you do this step in order to create an International Package If you don t fill out this section your Customs Form will simply not print a Choose the Customs Form Type Typically the 2976 Form is used for packages with a value of under 400 and the 2976 A Form is used for packages with a value of over 400 1 Customs Info Customs Form Type 2976 4 Long z Insurance No Harmonization Code EI Content Type SSS x Insurance Amount 0 00 Barcode No Non Delivery Option Sample SDR Insured Value 0 00 Documents Gift Merchandise Description Qty Value Item Total Value Lbs Ozs HS Tariff No Country Of Origin CC Oa i i ae 2 za i Tl All Al usa RUS Total Value 0 00 b Select the content type Sample Documents Gift Merchandise Select the Non delivery option Return Redirect Abandon If you choose Redirect you must press the Select Alternative Return Address 220 Optional Modules and select the return address in our RTA file that you wish the product to be returned to if undeliverable c When the Customs form prints you will see spaces for insurance but USPS insurance on International mailings is not currently available If you would like to insure your International Packages you will want to use a third party insurance company such as U PIC See the section on Using Private I
24. STATES POSTAL SERVICE 9101603945916000231 420 Delivered 12 15 20 12 12 2002 PEARCY WILKEN ANNE UNITED STATES POSTAL SERVICE 9101603945916000231437 Delivered 12 15 20 12 12 2002 PETERSON DAWN UNITED STATES POSTAL SERVICE 9101603945916000231 444 Delivered 12 15 20 12 12 2002 EBERHART PAUL UNITED STATES POSTAL SERVICE 9101603945916000231 451 Delivered 12 15 20 12 12 2002 CHLEBECK TERRI UNITED STATES POSTAL SERVICE 9101603945916000231475 Delivered 12 15 20 12 12 2002 FLECK MARTHA UNITED STATES POSTAL SERVICE 9101603945916000231 482 Delivered 12 15 20 12 12 2002 MEAD JIM UNITED STATES POSTAL SERVICE 9101603945916000231 499 Delivered 12 1 520 12 12 2002 SWENSON CLEO UNITED STATES POSTAL SERVICE 9101603945916000231505 Delivered 12 15 20 BRANDT SUSAN UNITED STATES POSTAL SERVICE 9101603945916000231512 Delivered 12 15 20 KENNETH BRITTON UNITED STATES POSTAL SERVICE Notice Left GARCIA GERRY UNITED STATES POSTAL SERVICE 910160394591600023301 1 Notice Left BENNETT KEVIN UNITED STATES POSTAL SERVICE 9101603945916000233028 Notice Left Y Query Heset ep GH E Ss View i Za Gen Once you have identified the package make sure that the package is highlighted in blue then click the View button in the lower right corner or simply double click on the package line Click the Shipping Info tab on the View Package Record screen Click the Track It button near the bottom of the screen Ea iew Package Rec
25. STEP ONE This is critical since this is how the import program knows to convert the Fixed Field Length File before doing the import Enter an Import Template Name for the definition then press the SET IMPORT TYPE button and enter D for delimited in the File Type Field then press DONE The import file will be found in the same folder your fixed field length file was in only it will now have a CSV extension To select it press the lookup button to the right of the Import File field change the file type to ALL then change the folder to the one where the original ASCII file was and select the CSV version of the file You should check the Skip First Record checkbox and select a the Delimited file type the select Comma s the delimiter At this point you can map the fields just like you would for any other comma delimited file Click OK whenever the fields are mapped You can now do your import whenever you want The program will first convert your fixed field length ASCII file to Comma Delimited then import the Comma Delimited file into Postal Package Partner 159 Postal Package Partner User s Guide Single File Import Postal Package Partner can import data from other programs that can generate files to reflect what needs to be shipped The import program can read a number of popular file formats and the optional Advanced Connectivity Module provides automated importing from files placed on a network drive or remote FTP site and mu
26. Setings Gene Babon Inc 300 Franklin Street RN e 02139 3781 02139 ei a Click OK Go to Daily Shipping gt Print Labels Click on the Tag Untag All button Now click the tag button so that the first 20 records show a red check mark to their left and that no other records are checked Ei Daily Shipping 11 25 2002 SHARON GOODWIN SHARMAINE LAWLEY PLANT MANAGER AMF 910160394591 6C CFS SUPERVISOR 3101603945916C MGR BUSINESS MAIL ENTA 910160394591 6C MANAGER SOUTHEL9101 JANAGER AMF 110 Getting Started Click the Print button at the bottom center of the Print Labels screen to print the 20 selected records Communicating Test Records to the USPS Web Site Make sure your computer is connected to the Internet After you have printed your labels go to the Communicate screen in Daily Shipping Ei Daily Shipping H MADISON WARREN JAMES BOYD SANDRA BOX WALTER MOON YVONNE OLIVE AL SCHILLLING ANNA CONNOR JOHN BROWN R ROSEBERRY JIM STACK ALLEN WORSHAM SHELBA BURWELL VALERIE UNDERWOOD DOUG MILLER CAROL WOODYARD JOEL HALL EDDIE SMITH DEBBIE HOUGH TOM HIGINGBOTHAM RICHARD FROEMLING PLANT MANAGER AMF CFS SUPERVISOR 910160394591 6000310644 MGR BUSINESS MAIL ENTA 910160394591 6000310651 MGR CUSTOMER SVC SPPF 910160394591 600031 0668 DISTRICT MANAGER 310160394591 6000310675 MGR BUSINESS CENTER 910160394591600031 0682 MGR INFORMAT
27. You specified the following printer settings Name Eltron LP2642 2742 Shared as lt Not Shared gt Pott LPT1 Model Eltron LP2642 2742 Default No Test page Yes To close this wizard click Finish lt Back 94 Getting Started Connecting The Scale To Your PC Unpack the scale place it on a level surface and level it You can level the Weigh Tronix 7623 scale by removing the top and adjusting the feet until the bubble is centered on the level indicator Replace the cover and connect the serial cable to the port in the back of the scale and the nine pin male or twenty pin male serial port on the back of your computer Use the adapter supplied if you must plug the cable into an available serial port If you have a mouse connected to the serial port you may want to replace the mouse with one capable of using the mini din bus mouse port on the back of the computer to free up the serial port for the scale 95 Postal Package Partner User s Guide Installing Your Scale Once the scale is connected to your computer and turned on take the following steps to allow Postal Package Partner to recognize it 1 Go to File gt Open Scale Control Panel from the main menu tJ Postal Package Partner Advance File Open Scale Control Panel 2 Highlight and Click the Open Scale Control Panel option 3 When the menu comes up click the Run Scale Setup Wizard button which will bring you to the following screen
28. You will also need a 25 pin to 25 pin IEEE 1284 cable to connect the printer switch to the computer If you can not find this elsewhere Window Book can sell you the AutoHub and cable You can install an extra parallel port LPT2 card so both your printers can be connected to parallel ports This is inexpensive but you have to install the card in the computer If you are on a network use a network printer to print your reports statements and manifests 85 Postal Package Partner User s Guide Installing Your Printer 1 Connecting The Printer To Your PC Unpack the Eltron Printer connect the power supply and plug into a power outlet Connect the parallel printer cable which has been supplied to the back of the printer and to the 25 pin female parallel printer port of your computer If your computer has only one printer port you may have to remove the printer cable that is already connected Load the roll of labels supplied by following the paper loading instructions in the manual Turn on the printer and press the button on the left side of the cover of the printer One or more labels will advance until the label gap has been determined If your report printer is already connected to your only parallel printer port you have a number of options If your computer is relatively new and running Windows 98 ME or 2000 and are using a recently built report printer you may be able to use a USB port to connect the report printer to a co
29. a text field large enough to store a date in the MM DD YYYY format we update that field with the date the package was shipped If it is not big enough we update the field with a 1 Include Table Name in Column Name Some ODBC drivers like text drives require that the SQL syntax include the table name and the column name Generate Queries in Upper Case Some ODBC drivers require the query syntax to all be in upper case Check this if your file system is one of these Always Open Query Window This is a diagnostic tool if you are having 244 Optional Modules problems with ODBC Connect Check this box It will force a window to popup that has the SQL Query button on it that lets you see and alter the query we are sending to the ODBC driver 245 Postal Package Partner User s Guide Using ODBC Connect If you have configured ODBC Connect to retrieve an order or invoice just enter the order number or invoice number into the field that will appear above the address and press TAB If the order is found you the information will be retrieved on the shipping screen If there are multiple records found with that invoice or order number you will get a list and can choose from the list Both order numbers and invoice numbers can be alphanumeric If you are looking up a customer record you can enter the customer number and press TAB or you can enter part of a last name or company name and press tab to get a list that match what you ente
30. and manifests 2 Installing The Printer Driver 86 Getting Started 1 Click Start Settings Printers L Control Panel By Network and Dial up Connections gt A Taskbar amp Start Menu 2 Click Add Printer File Edit view Favorites Tools Help Back E search Folders 4History Gas Mae x A Ed Address E Printers DI 6o Ej Add Printer Gf Acrobat Distiller 0 Ready Gf ActiveTouch Document Loader W Ready g canon iR600 550 60 PCL on SERVER1 0 Ready canon iR600 550 60 PS Ver 2 0 on 5 0 Ready Canon ImageRunner Pos 3 Click the Next Button 87 Postal Package Partner User s Guide Add Printer Wizard Welcome to the Add Printer Wizard This wizard helps you install a printer or make printer connections To continue click Next lt Back Cancel 4 Select the Local Printer Radio Button and click the Next Button Add Printer Wizard Local or Network Printer ls the printer attached to your computer If the printer is directly attached to your computer click Local printer If it is attached to another computer or directly to the network click Network printer Ce Local printer Automatically detect and install my Plug and Play printer C Network printer lt Back Cancel 5 Select the LPT1 Printer Port and Click the Next Button 88 Getting Started Add Printer Wizard Select the Printer Port Computers
31. any e mail or online communications with Window Book Once the program has recognized the scale you can integrate it by clicking the Use scale button on the Daily Shipping screen 97 Postal Package Partner User s Guide Configuring Postal Package Partner 98 Getting Started Mailer Configuration Mailer Configuration Overview The Mailer Configuration screen you can initialize various settings and customize specific information related to how you would like to use Postal Package Partner To access the Mailer Configuration screen go to File gt System Setup gt Mailer Configuration tad Postal Package Partner with Electronic Delivery Confirmation and Manifesting 3 01 02 AD File System Setup Mailer Configuration 99 Postal Package Partner User s Guide Mailer Tab The first tab in the Mailer Configuration screen allows you to enter in details related to your organization Many of the fields are required and most of the fields do not need explanation Here are a few items to consider The Test Mode check box should only be checked when you are initially setting up the program See Printing Test Labels and Communicating Test Records to USPS for details The Mailer is a Consolidator check box should only be checked if you are in the business of distributing mail such as Parcel Direct or R R Donnelley Contact Window Book for details tJ Mailer Configuration indow Book Inc E 300 Fr
32. been received and routed to achieve the fastest resolution possible Use your incident number in future correspondence to help speed resolution A support representative will help you resolve your incident The Knowledge Base support system also gives you access to the following My Stuff Login to check the status of your questions modify your answer update notifications update your personal profile or access restricted information and features 11 Postal Package Partner User s Guide Provide Feedback Submit a suggestion complaint or other feedback about this site or any of our products and services here As more incidents are logged and resolved the database becomes more and more powerful and dynamic in serving your needs Be sure to take full advantage of this support system Join A Support Session When your Tech Support person directs you to enter into an Online Support Session you can access it quickly and easily from here Registration User s Guide Fi Check For Updates Update Program gt Get Support For Postal Package Partner Online Learning Center Registration Customer Information Screen New Registration Product Information gt About Postal Package Partner Access your Customer Information Screen and the location to enter your New Registration Codes For complete detailed instructions on entering your Customer Information and Registration Code refer to the section titled Registratio
33. communicate with printers through ports Select the port you want your printer to use If the port is not listed you can create a new port Ce Use the following port LETI Printer Port Send with eFax Messenger Plus LPT2 Printer Port LPT3 Printer Port COM1 Serial Port COM2 Serial Port Cn Serial Port zl Note Most computers use the LPT1 port to communicate with a local printer Create a new port Jupe GoToMyPC Port v e 6 Click on the Have Disk button Add Printer Wizard Add Printer Wizard The manufacturer and model determine which printer to use e Select the manufacturer and model of your printer If your printer came with an installation disk click Have Disk If your printer is not listed consult your printer documentation for a compatible printer Manufacturers Printers AGFA AccuSet 52 3 AGFA AccuSetSF v52 3 AGFA4 AccuSet 800 AGF4 AccuSet 8005F v52 3 AGFA AccuSet 8005F 2013 108 AGFA AccuSet 1000 AREA Ancona 1NNNCE E 2 H Windows Update Have Disk e 89 Postal Package Partner User s Guide 7 Click the Browse button Add Printer Wizard Add Printer Wizard The manufacturer and model determine which printer to use g Install From Disk Insert the manufacturer s installation disk into the drive a selected and then click OK Cancel Copy manufacturer s files from Ey DI Browse lt Back Next gt Cancel
34. cycles before it is imported If the file you are importing is being very actively updated you want to set a low value like 10 or 20 seconds If the file is not updated that 231 Postal Package Partner User s Guide often 45 or 60 seconds would be OK CQ Import Agent Control Record Delivery Confirmation 0 0000 Default Values This tab allows you to set certain defaults if they are not imported through the Advanced Import option of the import engine You can set the mail class parcel type and Confirmation Service type If you are NOT using our Gold version of Postal Package Partner you can set a default weight which would be used if you did not map the weight in the import definition If you did map the weight the imported weight would be used instead The weight field will not appear in the Gold Version since parcels must be imported with a Zero weight and weighed according to postal regulations Note Currently parcel records imported with the Import Agent will bear the computer s date After a parcel is imported it will marked for printing Just press the Print button to print labels for all imported packages with labels be ready to printed Viewing Import History 232 Optional Modules CQ Import Agent Setup x Setup History Import gent Run Histor Files In Files Copied O02 J t ECH a EE When in the Import Agent Setup you can view a log which shows a list
35. dias aA ca at a Na ate TA ata Oat Te Stn TA aia ra ss 261 UPS Mail Innovations ccs cece ce et etek het et ett Mek teehee ade ke 263 Fre Pas OMG OY eeh 266 Parcel Ditech EE 268 Introduction amp Support Introduction Postal Package Partner PPP is a software program that makes shipping by Priority Mail Express Mail Package Services and First Class Mail easier and more cost effective It allows you to print shipping labels calculate postage and special service fees and print management reports for these classes of mail Depending on the product configuration features include electronic delivery confirmation E Mail notification and mail manifesting There are also many special features available including the ability to use private insurance import package information and provide real time access to your Order or Customer Database PPP sends and receives your shipping information electronically by transmitting a file containing information about your Delivery Confirmation packages daily to the USPS Host Computer This automatically qualifies you for the special USPS Electronic Rate which provides you with FREE Delivery Confirmation for Priority Mail and only a discounted rate for First Class and Package Services Saving you money on each package you send with Delivery Confirmation Postal Package Partner User s Guide Standard GOLD amp Advanced Product Comparison Standard GOLD Free Priority Delivery Confirmation
36. driving the query of the Customer File where we are likely to retrieve a number of records matching the search criteria These options will make this a smoother process If you are only accessing the Order file these options are not likely to apply to you Rows to Return If you are looking at non unique data there may be a number of records that may meet your query conditions We will present a list of these records you can choose from If you are retrieving from an order or invoice file you will usually only get one record back from your query and in that case we don t even display a list If you are retrieving customer info by name or parts of a name you would get more records back By restricting the number of records we show on the list this improves the performance of the ODBC connect feature We would recommend starting at 10 and only 243 Postal Package Partner User s Guide increasing it if you need to see more items on the list of records returned Enable Closest Match This retrieves any record for which primary column values are greater or equal to the search value We shut this off for the order or customer number search on the shipping screen but turn it on for the last name and company lookups So if you are looking for a last name of Smith their query will return the closest match where customermaster lastname gt Smith order by customermaster last name If Smith is there that will be the first record returned If
37. e Pervasive SQL V8 engine including ODBC interface e All client requesters MS DOS Win32 and Linux Requesters e Utilities e Transactional and Relational interfaces e Client installation images e Online documentation 7 Click Next A dialog appears that informs you the installation program is ready to begin installing files Here you may click Back to change or review any of the installation settings or Cancel to exit the installation 8 Click Install to continue with the installation 9 Close any running applications that may interfere with the Pervasive SQL installation A dialog box appears if applications are running that can interfere with the installation of Pervasive SQL If you had a previous version of Pervasive SQL on your system Pervasive System Analyzer archives it before installing the current version of Pervasive SQL If installed files could not be copied because they were locked in memory a reboot may be necessary at this point Setup only prompts for a reboot if a locked file or some other event was detected that requires a reboot Please reboot your system when prompted to do so in order to ensure proper operation of your Pervasive SQL V8 product A dialog box appears that gives you a status of the installation process 55 Postal Package Partner User s Guide Please wait while the InstallShield Wizard installs Pervasive SQL NT Server This may take several minutes Status
38. from a client machine To install Pervasive SQL Server on a Windows machine 1 Launch the installation program from your Windows machine a Insert the Pervasive SQL Server for Windows CD in the CD ROM drive of your Windows server b If the installation does not start automatically click Start select Run and type lt drive gt setup where lt drive gt is the drive letter of your CD ROM device The installation program begins its initial preparation After the preparation completes the Welcome screen appears 2 Click Next to proceed with the installation 3 Read the Software License Agreement and click I accept the terms in the license agreement to accept the terms of the agreement and enable the Next button 4 Click Next A dialog will appear on which you specify a license key The license key is provided by Window Book Inc Contact Window Book if you do not have a valid license key License pee 5 Type or paste the license key into the License field 6 Click on the Setup Type desired Complete or Custom the default is Complete 54 Getting Started C Complete E All program features will be installed Requires the most disk space C Custom Choose which program features you want installed and where they will be installed Recommended for advanced users Note Complete Setup is recommended The Complete server installation installs the following components to drive C
39. is lt Drive gt WB P3 for Postal Package Partner It is important to maintain this structure the actual directory names can be different for both Network and Local installations because of the way the programs are designed You will need to designate the PPP Program Folder on the next screen The first setting you will be prompted for is the drive on the Network where the program is located Here you should choose the subdirectory for Postal Package Partner For example if you are using the default directories you would browse to and select lt Drive gt wb p3 sa Select Network Folder d xi Select the directory folder on the Network where the program is actually located using the Browse button Network Folder 80 Getting Started Next you will be prompted to confirm your Bookshelf Directory It is important to make sure that this directory is correct If you are using the default directories this will be lt Drive gt wb J Confirm Bookshelf E sl Confirming Bookshelf The current folder name for the Bookshelf is P WB Use the Browse button below to change the bookshelf This should only be changed in consultation with Window Book Tech support Bookshelf Folder P WB Browse Cancel After clicking the Next Button you will be informed that your Network Installation was successful and be prompted to click on the Finish Button to exit the Workstation Utility Program 81 Postal Pa
40. key 2 The installation of Microsoft NET Framework version 3 5 is required Introduction amp Support License Agreement WINDOW BOOK END USER LICENSE Postal Package Partner Software IMPORTANT INFORMATION PLEASE READ THIS LICENSE CAREFULLY BEFORE USING THE ASSOCIATED SOFTWARE BY USING THE SOFTWARE YOU AGREE TO BE BOUND BY THE TERMS OF THIS LICENSE 1 Creation of Binding Agreement Return Right This License is a binding legal agreement between Window Book Inc Window Book and you This License governs the parties rights and obligations concerning i the configuration of Window Book s Postal Package Partner Software which you have licensed as described in the User s Guide the Software Application and ii any associated media online documentation or printed documentation items i and ii are collectively referred to as the Software Product IF YOU DO NOT AGREE TO THE TERMS OF THIS LICENSE DO NOT INSTALL OR USE THE SOFTWARE PRODUCT Instead return the Software Product promptly in the original package with your sales receipt to Window Book at the address provided in Section 17 below for a full refund of the purchase price 2 Term and Grant of License The term of this License is one 1 year beginning on the date you purchase this license the Term During the Term Window Book grants you a non transferable nonexclusive license i to install the Software Application on a single computer for
41. not it will return the next closest match This allows you to enter a partial value You could enter Sm and is Sm is the only record with Gm then Smith will be returned Enable Like Processing Allows the search for partial fragments like the first few characters of a company or last name For example where customermaster lastname like Sm so the returned value must begin with the first letters matching the letters up to the percent sign The user could do this Y mit to get any string that contained mt in the string Enable U Case Processing Forces the query information to upper case so the query is not case sensitive The queries for some ODBC drivers are not case sensitive anyway so this is sometimes not needed Enable Select Top Processing We require you to select how many records you will retrieve if we have multiple matches This restriction improves system performance Normally we will return the first records we find that match the search criteria This Select Top option returns the best matches Use Select All If this is checked the entire record is brought into memory instead of just the mapped fields This can be helpful for troubleshooting but normally you would not need to check this option Update Order Status If you want us to write back to the file with an indicator that the order was filled check this box You would have to map the PPP Order Status field for this to work If the field PPP is mapped to is
42. positions to their original ones You can drag screens to their desired positions by pointing to the blue title bar of the screen you want to move holding down your left mouse button and dragging the screen to its desired position then releasing the mouse button This new position will be saved automatically Click File gt System Maintenance gt Reset Window Sizes and Positions to access this window Reset Window Sizes amp Positions e IN Press OK to reset Window Sizes and Positions i Cancel Click OK 207 Optional Modules Express Mail Manifesting Where To Find The USPS Application Form Filler for Express Mail 1 Insert the Postal Package Partner CD into your CD ROM drive If the program does not start automatically double click install bat from the folder of your CD ROM drive You may access the FormFiller by clicking on the USPS Applications link 2 If you do not have a copy of the CD you may access the FormFiller at http www windowbook com ppp downloads gssetup exe 3 A pre recorded online tutorial USPS Application Form Filler Training is available at http www windowbook com support demos htm ppp You should access the tutorial for Postal Package Partner Advanced users Complete the USPS Application forms Using the Form Filler Software 1 You will be asked if you are applying for MAC Gold program You should click No in answer to this question 2 Click on the button Additi
43. reports Import Determine whether you are using an Addressee or a Package file Determine whether you are performing a Standard or Advanced Connectivity import Enter Customer Package identifier from a pick ticket scanner database etc Click on the Rate button select the class of mail if not included in the import configuration then click the Done button 118 Using Postal Package Partner PPP Rate Selection Menu Select a Rate Priority Mail SW restricted Dalivery E Hain Pacai Pager Click on the radio button for either Delivery Confirmation or Signature Confirmation if you plan to use one of these features if not included in the import configuration Place the package on the scale and insure that the weight is entered into the program if not included in the import configuration Click the Print Label button to print a label for the package Click the Save Only button if you wish to print all of your labels at once in the Print Labels screen Follow the End of Day Procedures for uploading a manifest and printing reports 119 Postal Package Partner User s Guide Importing Packages Determine whether you are using doing an Addressee or a Package import Determine whether you are performing a Standard or Advanced Connectivity import Enter the Addressee Number or Package ID from a pick ticket scanner database etc Click on the Rate button select the class of mail if not included in the i
44. s Guide G2 Unconfirmed EFN List m 5 7 Fed U1 2 Uncontirmer 915060394591 6000000954 3 Unconfirmed 00000954 148 Using Postal Package Partner View Package History Tracking A Package Once a package has been mailed you can use Postal Package Partner to track the delivery status of that package by following these steps Click the View Package History button on the main Navigator screen fj Postal Package Partner Navigator BE Zeng NAIN Book Smart Postal Solutions 300 Franklin Street Cambridge MA 02139 3781 617 441 3500 1 Daily Shipping C 4 Reports ie 2 Download Extract Files 5 Import Export ME 3 View Package History H 866 Exit Identify the package you want to track there are eight tabs across the top of the screen that organize your package history in various ways to help you locate the package you want to track 149 ia iew Package History E By Name By Company Name By Package ID Code PIC By Date Of Mailing By Package ID By Invoice No By Order No H alr Recipient BRITTON KENNETH Type Domestic UNITED STATES POSTAL SERVICE SAN ANTONIO Tx 78284 Ref No 00023300 Postal Package Partner User s Guide Mailing 12 12 2002 4 01PM Added 12 09 2002 2 56PM Begins With m Filter Press lt Ctrl R gt to reset columns Date Of Mailing Full Name Package ID Code PIC Delivery Status Delivery I 12 12 2002 CARTER LEANNE UNITED
45. server If communications errors persist pursue the options detailed in the Troubleshooting Communication Problems document 142 Using Postal Package Partner Change Date of Mailing After Communicating This should only be done for a very good reason Submit a Tech Support Question online if you are unsure whether to do this To change the Date of Mailing on a package that has already been communicated to the USPS server follow these steps 1 Go to Daily Shipping on the Navigator Screen 2 Click on the Communicate tab 3 Highlight the record you want to change 4 Click the Change button lower left 5 You will get a System Message Click OK 6 At the System Password Required screen type in system then click OK 7 Go to the Shipping Info tab 8 Change the date to the date you want click OK 9 Go to that date in the Print Labels Screen and check to see that the package has been moved 10 Repeat for any other packages you want to change 143 Postal Package Partner User s Guide C O D Tab This is the tab where you scan your C O D Article Number into PPP after creating a package using the C O D Special Service ta Daily Shipping Package ID IN PROVIDENCE sl 02906 2896 00000523 Scan C 0_D Article Number 4536922 144 Using Postal Package Partner APO FPO Shipments Tab This is the tab that you go to if you need to reprint your Laser Substrates APO FPO Custom Form
46. similar to the End of Day Report except that the user specifies a date range instead of a single date Private Insurance This report provides a remittance statement for the parcels that were privately insured You must have Private Insurance enabled in the Mailer Configuration Return Addressee Summary If you are using multiple return addresses this report will provide you a summary of all of your mailings for each return addressee between two mailing dates of your choice 175 Postal Package Partner User s Guide Shipping by Preset If you are using predetermined package weights and have presets enabled you will get a shipping activity report sorted and subtotaled by preset Shipping for Date This report is similar to the History Report but can use a Query by Example feature to choose the items that are displayed in the report These queries can be saved and run any time Unshipped Parcels This report shows parcels that you may have entered or imported for a future date but not yet shipped Priority and Express Mail Usage Summary This report will list the number of packages sent via Priority Mail and Express Mail for a requested range of dates 176 Using Postal Package Partner Delivery Reports Unscanned Items This report lists for any date range all items that have not been delivered Unscanned Analysis This report is similar to the delivery analysis report but shows you how the unscanned it
47. t use it you will need to select the country from our pull down list 3 Select the correct Processing Category and enter or weight the package Special Note This must be done before pushing the Select Rate button 4 Press the Select Rate Button You will see the rate for this package We strongly recommend you also look at the info in the Prohibitions and Exclusions tabs of this screen before pressing the Select Button 5 Fill in any of the optional fields in the upper right of the screen Package ID Private Insurance Description Department Code etc 6 Press the Customs Info button if you would like PPP to print your Customs Form for you It is not required that you do this step in order to create an International Package If you don t fill out this section your Customs Form will simply not print a Choose the Customs Form Type Typically the 2976 Form is used for packages with a value of under 400 and the 2976 A Form is used for packages with a value of over 400 1 Customs Info Customs Form Type 2976 4 Long z Insurance No Harmonization Code EI Content Type SSS x Insurance Amount 0 00 Barcode No Non Delivery Option Sample SDR Insured Value 0 00 Documents Gift Merchandise Description Qty Value Item Total Value Lbs Ozs HS Tariff No Country Of Origin CC Oa i i ae 2 za i Tl All Al usa RUS Total Value 0 00 b Select the content type Sample Documents Gift Merchandi
48. that can be seen from the workstation and run setup from there The installation program begins its initial preparation After the preparation completes the Welcome screen appears 2 Click Next to proceed with the installation 3 Click on Complete to choose the Complete Setup The Complete Client Installation installs the following components to the local machine e Transactional and relational interfaces e Client requesters DOS Trace and Win32 requesters e Utilities e Online documentation 4 Click Next A dialog will appear that informs you the installation program is ready to begin installing files Click Install to continue with the installation 5 If required close any running applications that may interfere with the Pervasive SQL installation A dialog box will appear if applications are running that can intefere with the installation of Pervasive SQL Exit all of the programs that may interfere then click Next Note Next will not proceed with the installation unless you exit all programs that may interfere If you had a previous version of Pervasive SQL clients on your system Pervasive System Analyzer will archive it before installing the current version Note If installed files could not be copied because they were locked in memory a reboot may be necessary at this point Setup only prompts for a reboot if a locked file or some other event was detected that requires a reboot Please
49. the Cache Allocation Size configuration parameter to 20 of the physical memory on the NetWare server to avoid poor database performance To access this configuration parameter within PCC double click the icon representing the NetWare server double click the Configuration double click Server then Performance Tuning Double click on Cache Allocation Size and set the value in bytes 67 Postal Package Partner User s Guide Installing Server Components You cannot install the NetWare server from the local console You must install the Pervasive SQL for NetWare server remotely from a Windows client machine on which you have administrative rights Note If the installation fails before the program copies any files to the target installation directory the installation log file install log can be found in the directory specified by the TEMP environment variable This directory is often c windows temp or c winnt temp To install Pervasive SQL on a NetWare server 1 Map a drive letter to the remote server a Double click My Computer If the toolbar is not visible click View and select Toolbar Click the Map Network Drive button b Map a drive letter to the SYS volume on the remote server as shown in the Map Network Drive dialog box 2 Launch the installation program from a client workstation a Insert the Pervasive SQL V8 Server for NetWare CD in the CD ROM drive of your client machine b If the installation does not star
50. the Mailer Configuration settings and exit Postal Package Partner then restart the program and go back to Mailer Configuration Preferences tab You must now press the FTP Setup button where you will see to configurations one for RR Donnelley uploads and another for downloads Edit the upload setting first and enter all the information supplied by RRDL for the upload site where you will be sending your data You would then edit the download settings Note You must select 4 x 6 thermal labels option and check the Use Standardized USPS format checkbox DAILY OPERATIONS Package Info Screen Creating parcels is done the same way for USPS and RRDL parcels but you will notice that under the Select Rates button is a checkbox for RR Donnelley Logistics If this is checked the Select Rates button disappears as does the postage rate display When the box is checked the Customer Control Number fields appears at the upper right of the screen and you must be careful to be sure that the correct Customer Control Number appears here This number corresponds to the number you will be using in the pickup book and must be changed when you start a new manifest The number will remain as you entered it until changed You can enter parcels for multiple manifests Customer Control Numbers at the same time Print Labels Screen When you go to the Print Labels Tab you will initially see all parcels USPS and RRDL mixed together If you are going t
51. top of the preview page to print Please follow the instructions for signing and submitting the 5051 and 1357 S forms to the United States Postal Service 23 Postal Package Partner User s Guide Configure Hardware amp Software While you are waiting to receive your User ID amp Password from USPS you can configure your hardware and software by following the steps below 1 Install and Register Postal Package Partner Details on how to install Postal Package Partner can be found in the Installing PPP Section of this User s Guide 2 Install Hardware Details on how to install your scale and printer can be found in the Printer and Scale Section of this User s Guide 3 Configure Program Before you can begin using Postal Package Partner you will need to define your Program Settings by going to the Mailer Configuration Screen by going to File gt System Setup gt Mailer Configuration Detailed instructions on how to do this can be found in the Mailer Configuration Section 24 Getting Started Get Label amp File Certification From USPS Within seven days of receipt of your completed Forms 1357 S and 5051 the USPS will fax you your User ID and Password and mail you a test kit You will need to complete the Test and Certification process by printing test labels and communicating a test file to the USPS Server When you do this you will also need to fill out the Printer Certification Form to include with your Samp
52. version 3 5 is required Introduction and Support Server and Network Recommended Dedicated server for the product 2 GB RAM 50 GB hard disk space 2 2 GHz Pentium 4 processor or better 100 mbps is minimum recommended network speed Use switches instead of hubs for best results Server Operating Systems MS Server 2003 or higher For information on Pervasive SQL Server System Requirements please visit their web site here Software Requirements Before installing the Posta Package Partner program there are a few prerequisites that need to be set up first 1 The installation of Pervasive SQL v10 is required o Pervasive SQL is a well known and highly regarded SQL database engine that provides reliable data access and overall performance o If your Postal Package Partner registration is for 1 to 5 users on a Windows based server or a stand alone configuration you will need to install Pervasive SQL Workgroup Edition which can be downloaded from our Pervasive download webpage Pervasive must be installed on the server and workstations that will be accessing Postal Package Partner Please contact your Sales Representative to get your license key o If your Postal Package Partner registration is for a network installation with 6 concurrent users you will need to install Pervasive SQL Client Server Edition Please contact your Sales Representative for a link to download the software and to receive your license
53. want to ship that package with UPS Mail Innovations You will notice the shipping label looks much different than our normal USPS labels Please make sure if you are shipping with both the USPS and UPS Mail Innovations that you keep these packages separate so you give the right packages to the right carrier Date Of Mailing fai 7 2003 E Select Rate rare Priority Mail Local Zone Quantity E IT UPS Mail Innovations Your End of Day report will now have two sections one for USPS and one for UPS Mail Innovations Since the UPS Mail Innovations packages are not uploaded to the USPS you will not see them in the communications tab Tracking can be done using regular FTP or HTTP tracking methods E MAIL Notification If you are doing e mail shipment notifications you may wish to edit the shipment notifications you may wish to edit the shipment notification message and check the Send Immediately checkbox but include a warning in the e mail message that the USPS may not show any record of this item for one or two days 265 Postal Package Partner User s Guide R R Donnelley MAILER CONFIGURATION In the preferences tab select RR Donnelley from the Consolidator Type pick box and enter the RR Donnelley Customer number under the Customer Number title If you are doing more shipments with RRDL then we would recommend checking the Default to Consolidator Entry checkbox lt Insert Screen Shot gt You should then save
54. with a dash in between At this point you can press the OK button to save your definition 163 Postal Package Partner User s Guide Exporting Package Information Out Of PPP Automatic Package Export To set up Automatic Package Export complete the following steps Note these instructions are for creating a standard comma delimited output file other export file formats are also allowed Click on File gt System Setup gt Mailer Configuration then go to the Preferences tab fa Postal Package Partner Advanced 3 01 08 10 File System Setup Mailer Configuration Click the Automatic Package Export button J Mailer Configuration 1 Up Thermal 4 x 6 Vv HE PV sl Priority Mail 2 Window Book Inc a d e e Sean OF Zinin in At Crersete FPS Ende at Character O tof fle Begins At Creracier O Ends At Character O IN ten Lei kk Check Create Export File Automatically 164 Using Postal Package Partner Click the button for the drop down menu located to the right of the Export Template text box G2 Automatic Package Export CQ Export Data Export Name Export File TU FileTo Esport Automatic Package Export c wb p3automatic package export twt Export_Address_Book o forgene address_book_export tst Hannoush_4 oMorgenekevport files hannoush_4 txt Mardell_Export o forgene mardell_export txt P Depot OD oMorgenekchert files pa_depot pa_depot_export_01 P Depo
55. 357 Primary Contact Information First Last window Book Inc Name a as Telephone J 617 441 3500 Ext Da Fax 617 354 3961 Title a Emit Address 300FrankinSteet Ciy Canby gel emo DUNS Number Of Company 01 234 5678 j You Print Your Own Barcoded Labels Estimated Start Date of Mailing G 3707 2002 amp H 8H HAAH Gei my DUNS number Yes C No Please provide additional information unique to your process or other issues Postal Rep Information optional First M Last Name TT gl Wep Telephon fp o Aea nd Dit V Save Ony X Cancel SB Print amp Save Version 3 01 Saturday September 7 2002 12 47PM First complete the information in the Primary Contact Information Section To enter the data simply click in the Company Field and enter your information To move to the next field select Tab on your keyboard Continue to fill out all of the fields in this manner You will need to type in your DUNS number If you don t have a DUNS number you can easily obtain one for free by calling DUN and Bradstreet at 888 814 1435 Mon Fri 8 00 A M 6 00 P M EST or by logging onto their web site at www dnb com Will you print your own delivery confirmation labels Select the appropriate answer The most common answer is Yes as PPP Standard prints your delivery confirmation labels for you However if you are going to use pre printed USPS labels select No
56. 6 Check Address _ i 707 205 E i j e e HM 2 126 Using Postal Package Partner Print Labels Tab 127 Postal Package Partner User s Guide Tagging Packages Using Windows Tagging Conventions This browse uses standard Windows tagging conventions The primary way you should do your tagging unless you are tagging all records or special groups of records with the Advanced Tagging feature is to use these conventions This is the preferred way to do the tagging To Mark Individual Records Left Click on the first item Hold the lt Control gt Key down and then left click on all other items you want to mark td Daily Shipping 00031371 DEBBIE SMITH 000000062165 00031372 BARRY DOE 000000062166 00031373 OSCAR SMITH 000000062167 00031374 CHARLIE JONES 000000062168 00031375 QUINCY SMITH 000000062171 00031378 WAYNE DOE 000000062172 00031379 FRANK DOE 0003138 IDA JONES 00031382 ADAM JONES 00031383 TERRY SMITH To Mark a Block of Records Left Click on the first item Hold the Shift key down and then left click on the last item 128 Using Postal Package Partner tad Daily Shipping 1707 2003 S Eror Printed __COM Weight Ibs AddresseeNo Package ID FulName Company Name IDA JONES ADAM JONES TERRY SMITH Using the Tag Untag Button Highlight the first item to tag and press the Tag UnTag button YOU MUST HOLD DOWN THE CONTROL KEY when movi
57. 7 2003 11 54 4M whitesq 1KB GIF Image 8 26 2003 9 55 4M Copy the selected items Type DAZzle Layout Publish the selected items Date Modified 8 27 2003 11 54 AM to the Web Size 5 07 KB 3 E mail the selected items XK Delete the selected items Other Places CO Data CH My Documents i My Computer My Network Places Copy these files and paste them into the following folder on the drive where DAZzle is installed C Program Files Envelope Manager DAZzle Your Postal Package Partner Interface to DAZzle should now be complete 199 Postal Package Partner User s Guide Priority Drop Ship Overview Setup You must be using either the GOLD or ADVANCED version of Postal Package Partner to use this feature You must also have a thermal printer with 4 X 6 label stock 1 Go to File System Setup Mailer Configuration and go to the Advanced Configuration tab 2 At the bottom of the General Group check the Enable Priority Mail Drop Ship checkbox Press OK to save and Exit Postage Payment You can pay for the postage using a permit if you have manifesting enabled on our Advanced or Gold versions or meter strip or Permit if you are using our Advanced version You can mix both Drop Ship Priority and other mail types can all be included in the same manifest if you are manifesting Delivery Confirmation You must be signed up for Electronic Delivery Confirmation before you can use this feature Tra
58. 9101603946917000003659 KILROY JONES 410 17TH ST DENVER CO 80202 4468 9101603946917000003697 SAM JONES 9400 BRIGHTON WAY BEVERLY HILLS CA 90210 4799 9101603946917000003758 QUINCY JONES 201 VILLA ELENA DR BERNALILLO HM 87004 5935 189 Postal Package Partner User s Guide In the daily shipping screen under the Advanced Tagging option you can then tag the address errors only Then go into each address to correct the address information c Advanced Tagging AE Tag Type Unprinted Printed Unrecorded Recorded Zero Weight Unmodified Modified Import Errors No Import Errors Address Errors No Address Errors ccs e eee NI Tag Action C Deselect T Clear Previously Tagged Records First x Cancel The following screen will appear when the program has found a similar address in the Post Office Database If this is correct click Accept PPP will save the changes and mark them in yellow then put a green dot on the check address box otis FC l g Default addess The address you ertered wes found but more information is nesded such as apt suite PO Box zs 3g Address to Check Company Fed Dog Operations Forside i Address 1 Bng Sen o Address 2 3105 Lakeshore Drive City anchorage State ak ZpS 99107 el Checked Address Company JFEDDOGOPERATIONSPORTSIDE Address 1 Bnaten Addex 2 een City JANCHORAGE State jak Zip 5 ES Zip 4 EI Check Clear C Cancel Il a
59. 9US Fee 11 The Customs Form will now print Five copies of the Form will print on the report printer which must be signed and dated by the shipper The Forms must be cut if using the 2976 Form Folded in half if using the 2976 A Form and then placed in a 2976 E envelope which is affixed to the package and envelope If this is a commercial shipment a copy of the commercial invoice must also be place in the envelope along with the customs form If you print a high volume of forms you may not like signing all copies If this is the case you could use Appleton Zero Form carbonless paper which will allow you to sign just the top copy after the form has been correlated A sample of what the Customs Form looks like is below 217 Postal Package Partner User s Guide CUT A AAO ENA TEOD eg United States Postal Service Customs Declaration and Dispatch Note Setzen Sender s Name and Address Nom et advesse de rexpediteur Addressee s Name and Address Nom et adresse du destinataire WINDOW BOOK 16 ERDMONT CLOSE 300 FRANKLIN ST ENGLAND GREAT BRITAIN AND NORTHERN IRELAND GE M 02139 List of Contents Designation du contenu Please Print Qty Value Crakur Met Weight Poids net BOX OF FORMS 1 133 00 3lb o 3 i nsured No Toure Amou SDR Insured Value Postage Gross Weight i US 0 00 0 00 US 38 75 Zu 0 oz S i Check One O Commercial Sample Echantillon commerciali O Documents O Gif Cave
60. CE TRACKING Utilities Window Help LISPS Payments Balance Inquiry d Payment Register Summary Balance Report Activity Report Single Permit Activity Report All Permits USPS Payments Date 2 12 2004 Direct Client Payment to USPS Check ReferNo 123 Amount Job eg iti S Lot a Permit i2 al Old Saybrook CT 06475 Client Cient2 C S S lt lt Ci gt Mailer Window Book zl Description Cancel Help To add a beginning balance blank out the date and the check ref No Amount and Permit to apply To add additional payments fill in all of the pertinent information shown above for a USPS payment record If the client is sending their check made out to or directly to the USPS check the Direct Client Payment to USPS checkbox Balance Inquiry 257 Postal Package Partner User s Guide Choose a Permit off the list that comes up You will then see this screen s Payments Postage to USPS for Permit Pos I lt New Haven CT 06511 Postage Sequencef Refer Direct Client_ Come 1141 No CU Wind 2 12 2004 Wmd 2 12 2004 Winds 1 000 00 190 84 Balance 809 16 Insert Change Delete Close Help i In addition to being able to view the balance you can Insert Change or Delete line items for both payments and debits Select another Permit to view balance simply by clicking on the Permit button
61. Company Name Gene Babon Inc DUNS Number Address Number street suite no city state and ZIP Code 300 Franklin Street Cambridge MA 02139 3781 60 394 5916 Electronic File The electronic file submitted by the company shown above has been certified by the National Customer Support Center NCSC to be complete and accurate in both content and transmisson and to meet the requirements as defined in Publication 91 Delivery Confirmation Technical Guide Authorized NCSC Signature ON FILE Date Signed ON FILE Barcoded Labels The barcoded labels printed and submitted by the company shown above have been certified by the National Customer Support Center NCSC to meet the standards and specifications as prescribed in Publication 91 Delen Confirmation Technical Guide and the appropriate ANSI or AIM published standards Authorized NCSC Signature ON FILE Date Signed ON FILE Keep the original of this form in a safe place Make a photocopy for each mailing and place a label printed with a barcode repre senting the Delivery Confirmation Electronic File Number from the electronic file for this SPECIFIC MAILING below If you cannot print a barcoded label fill in the serial number and check digit the last nine characters of your Delivery Confirmation Electronic File Number positions 17 25 in the header record for this SPECIFIC MAILING in the space indicated Place the barcoded la
62. Discounted Signature Confirmation Supports Priority First Class Parcel Post Bound Printed Matter Library Mail amp Media Mail Supports Predetermined Weights Supports Special Services Zip 4 Address Checking E Mail Notification No Minimums Per Shipment Postage is paid via Meter Stamps or DaZzle Internet Postage Free Priority Delivery Confirmation Discounted Signature Confirmation Supports Priority First Class amp Parcel Post Supports USPS Insurance Zip 4 Address Checking E Mail Notification 50 Ib 200 piece daily minimum requirement for manifesting Must Use Pre Certified Printer amp Scale Advanced Free Priority Delivery Confirmation Discounted Signature Confirmation Supports Priority First Class Parcel Post Bound Printed Matter Library Mail amp Media Mail Supports Express Mail Manifesting with USPS Approval Supports Predetermined Weights Supports Special Services Zip 4 Address Checking E Mail Notification 50 Ib 200 piece daily minimum requirement for manifesting You can apply for an exception to the 50 lb 200 piece daily minimum requirement for manifesting under the Minimum Volume Reduction Provision Program MVRP Your USPS Sales Center Manager must grant permission Under this program you can be granted a temporary waiver of the minimums if you meet one of the three criteria below Introduction amp Support 1 Ramp up You can mail less than the minimum for a certain period of time i
63. Enable SMTP Trace which will create a log on your computer of e mail communications to customers which will help diagnose communications problems should they occur User Name and Password are usually not required check with your Network Administrator Click the Shipment Message and Delivery Message buttons to view and edit the message you are sending to your customers Click the Send Test E mail button to test your e mail connection and view the messages being sent to your customers 103 Postal Package Partner User s Guide Cad Mailer Configuration abcdef TP Ra Losk Doaeloact 64 119 134 250 gene windowbook com E E E 104 Getting Started Private Insurance Tab The fifth tab in the Mailer Configuration screen allows you to enter in details related to private insurance If you do not chose to obtain private insurance then you can leave this screen as it is If you would like more information about obtaining private insurance contact your Window Book sales representative at 800 370 2410 Gad Mailer Configuration Aeleltass h 105 Postal Package Partner User s Guide Printers Tab The sixth tab in the Mailer Configuration screen allows you to enter in details related to printing Reports and Labels In most cases these are the only two printers that need to be set up Click the dropdown arrow next to the For reports textbox to access the device you want to print your repo
64. File gt System Setup gt Mailer Configuration and select the Preferences tab The Setup DAZzle button should now be active Select Setup DAZzle which reveals the pop up box shown below 197 Postal Package Partner User s Guide Mailer Configuration DAZzle Interface General Label Setup V Enable D Zzle a Path Of DAZzle E xe c program files envelope manager dazzle al Dazzle Label Type E x 5 Four Page sl l Suppress Print Test Label warming Cancel Check off the Enable DAZzle box to automatically charge postage to your credit card via your DAZzle account with Endicia Suppress Reprint Waring Select the down arrow to choose where to save your DAZzle files on your system Leave the Suppress Print Test Label Warning un checked so that you may view labels prior to being charged for postage Please note after you have become familiar with the software you may want to return here and check this box off in the interest of saving time From your desktop go to the following folder on the drive where PPP is installed C WB P3 Data WBLabels And copy the files shown below 198 Using Postal Package Partner Se WBLabels DAR File Edit Yiew Favorites Tools Help Q sax Si FS Search 1 Folders PO Address C C WBIP3 Datal WBLabels f Go Size Type Date Modified File and Folder Tasks y 4KB DAZzle Layout 8 26 2003 2 11 PM S wbi_zebra4x6 B BEE E z ibi_zebra4x6 GER DAZzle Layout 8 2
65. ION SYSTE 910160394591 6000310699 PLANT MANAGER GOUT HE 910160394591 6000310705 MGR IN PLANT SUPPORT 9101603945916000310712 SUPERVISOR ACCOUNTABI 910160394591 6000310729 INFORMATION SYSTEMS 1910160394591 6000310736 INFORMATION SYSTEMS Cl 9101603945916000310743 MGR VEHICLE MAINTENAN 910160394591 6000310750 CFS SUPERVISOR 910160394591 6000310767 PLANT MANAGER SOUTHE 910160394591 6000310774 CFS SUPERVISOR 9101603945916000310781 PLANT MANAGER SOUTHE 910160394591 6000310798 MGR VEHICLE MAINTENAN 910160394591 600031 0804 CFS SUPERVISOR 9101603945916000310811 PLANT MANAGER SOUTHE 910160394591 6000310828 PLANT MANAGER AMF 910160394591 6000310835 Click the Communicate button at the bottom center of the screen You will be prompted to print an end of Day Report which you should do Save this report for your records Communications Q ees UE Please check your End of Day Report to make sure that the records listed match the printed labels If correct you may click Yes in answer to the question Is your End of Day Report correct Monitor the screen while your records upload to the USPS site You will be prompted to print a 3152 Form unless you are using the Gold system which includes an electronic file number EFN and the matching bar code for your shipment 111 Postal Package Partner User s Guide United States Postal Service Delivery Confirmation Certification Printed 11 25 2002 16 47 Company Information
66. ION WILL BECOME INOPERATIVE AND WILL CEASE TO FUNCTION WITHIN ONE 1 MONTH OF BECOMING INACTIVE 6 Relationship with USPS Use of the Software Application may entitle you to discounts on postal rates from the USPS and use of certain features of the Software Application will require the payment of postal or other fees to the USPS Window Book is not affiliated with the USPS and provides no assurance in this License as to the existence or amount of such discounts or fees 7 Limited Ninety Day Warranty For a period of ninety 90 days following the original retail purchase of the licensed rights hereunder the Warranty Period Window Book warrants that the Software Product will be free from substantial errors or defects that will materially interfere with the operation of the Product as described in applicable end user documentation If the Product fails during the Warranty Period for any reason other than misuse and if you have utilized the support services specified in Section 8 without resolving the failure please return the defective Software Product together with a dated proof of purchase to Window Book at the address specified in Section 17 below for a free replacement of the Software Product or at your request a full refund of the purchase price Only the initial licensee shall enjoy the benefit of this warranty 8 Product Support During the Warranty Period Window Book shall provide to you at no charge up to one 1 hour of
67. Installation actions include but are not limited to the following A dialog appears at the end of a successful installation Script operations Component registration File copying Shortcut creation System registry updates complete the installation After the installation is complete Registering and Testing 1 Registering your product If you would like to receive news about future updates and other timely information you may choose to register Pervasive SQL You can also register later using a web e mail or print based registration form When the product has been registered close the Registration page The Pervasive System Analyzer PSA starts and allows you to test of the transactional and relational interfaces These tests ensure that your database engine is working as expected after installation 2 Test the Transactional Engine Testing is recommended to be sure your database engine is functioning properly PSA performs a series of tasks to ensure that the transactional engine is working properly Transactional Engine Test 56 Click Finish to Getting Started C PVSW samples a4 Click Next to run the tests and see the results Note It is recommended that you perform this test to ensure that the transactional engine is communicating properly and the transactional databases are functional 3 Run the Transactional Test PSA displays a check mark for each test that passes a
68. Last Name Field1 First Name Position Title Field4 Middle Initial Company Name Field5 Position Title Address 1 Field6 Company Name Address 2 Field Address 1 String T City Field8 Address 2 String State Province Field9 City Number ZIP Zip Postal Code Field10 State Province String MAILCLASS Advanced Zip Postal Code Number WEIGHT Weight Field24 Country Number PIC PIC Field27 Phone Number Package ID Customer Service Rep ere aa ER i You will now have a number of new column types you can map Class of Mail map this field to the import field that controls the class of mailing Processing Category map this field to the import field that indicates whether you are shipping a letter flat or parcel Machinability this field is used to indicate if parcel is machinable or non machinable 226 Optional Modules Balloon Rate Priority and Parcel Services only indicates a parcel is gt 84 and less than 108 in length and girth Oversize Parcel Services only indicates the parcel is over 108 in length and girth Special Services You can indicate the presence of any of the following special services by mapping these fields to a field that may contain a value to indicate the presence of that service Some of these services will also require other fields to be populated Certified Certificate of Mailing COD Delivery Confirmation Insurance mus
69. Postal Package Partner User s Guide Table Of Contents IMTFOGUGHON Se SUPPO EE 1 LR 1 Standard GOLD amp Advanced Product Comparison sssessssseserrrreesseerrrrreee 2 System Requirements EE 4 License Agreement Aen 5 How To ele 9 Optional e 15 Elle nt EE EE 18 tte Te LL E 18 EE lg EE 18 Standard Version Si ana sia Sik ns Oe et aR aia Pats Gaetan Atay eee 18 Obtain DUNS NUM DET sos tece actives aaaea eege 18 Apply For Mainframe User ID amp Password 19 Configure Hardware A Goftware cc ccceceeeeeeeeeeeeeeeeeeeeeeeeeeeesennneeeeeeeees 24 Get Label amp File Certification From UG 25 When You Can Begin Shipping ssssssssseeneeeesesesennnnnneseerrnrnnnnnesseerenne 27 GOLDY WENSIOM EE 28 Obtain DUNS lee 28 Setup Permit Account 29 Complete MAC GOLD Applcaton en 31 Configure Hardware A Goftware 32 When You Can Begin Shopping ENEE 33 Advanced Version EE 34 Obtain DUNS OI eEEEEEEEEEEEEEEEEEEEENES 34 Setup Permit ACCOUN GE 35 Apply For User ID amp Password From UG 36 Configure Hardware A Goftware 41 Get Label amp File Certification From UP 42 Complete Manifest System Application seceeeeeeeeeeeeeeseteeeeeeees 44 When You Can Begin Shipping sssssssseeeeeeesssenrrnrnreessernnnnnnnnneseerenne 45 Heeler eege ee Ee Eed 46 Installing Pervasive SQL ccccccsecseceesseceeseeseeeeeeseeseeeeeeeeeseeeeeseessenseeteees 47 PSQL WorkGroup Installations rsccc recs iecc sees ncctevdines ised ce
70. Product Information gt About Postal Package Partner sk oe This is the most important tool you have in order to get Technical Support in the FASTEST most efficient manner possible ALL Tech Support needs to go through this system in order to be handled The Knowledge Base support system was implemented in order to get you both fast and reliable support Incoming questions problems are routed directly to the first available support representative who is best qualified to handle your particular query Incidents are handled more quickly and efficiently than ever before Follow these steps to getting your Incident resolved STEP 1 Search the database INSTANT ONLINE ANSWERS Clicking here will bring you to Instant Answers Online We store all resolved queries in our solution database Search by product category keywords or phrases Available 24 hours a day In most support cases you will find the answer you are looking for here and be able to resolve the situation quickly with the information provided This may be the only step you need to take If you cannot find the answer to your particular incident go to STEP 2 STEP 2 Ask a Question SUBMIT A QUESTION ONLINE Submit a question to our technical support staff Be sure to scroll to the bottom of the question form and click on the Submit button You will receive both instant on screen verification and an e mail with your incident reference number confirming that your query has
71. SPS packages will list on a separate report You must be very careful not to give packages bound for RR Donnelley Logistics to the USPS and visa versa 267 Postal Package Partner User s Guide Parcel Direct MAILER CONFIGURATION In the preferences tab select Parcel Direct from the Consolidator Type pick box and enter the Parcel Direct Customer number under the Customer Number title If you are doing more shipments with Parcel Direct then we would recommend checking the Default to Consolidator Entry checkbox lt Insert Screen Shot gt You must now press the FTP Setup button then press INSERT and enter Parcel Direct Upload as the description choose the upload as the type then enter all the information supplied by Parcel Direct for the upload site where you will be sending your data You must also repeat the process for the Download site selecting download as the type E Mail Notification When the parcels are sent through Parcel Direct shipment notifications sent through the e mail notification system will have links to the Parcel Direct web site not USPS site USPS packages will still have USPS e mail links but the rest of the e mail message To avoid long delays in notifying customers of shipments we recommend enabling a new e mail option that send out e mails immediately upon uploading data to the USPS or Parcel Direct The problem is that your clients will get tracking links to packages before tracking data is presen
72. Shipments taj Change Import Specification First Name Field2 Position Title Last Name Field1 Company Name State Province Zip Postal Code Country State Province Feld Phone Number Zip Postal Code Field10 Package ID Country Field11 Customer Service Rep Email Address 1 Email Address 2 Invoice No You will also notice that when you click on the Import Button on a Package Import there is an additional section where you will need to define how your International Packages are imported into PPP You will want to be sure that you choose your International Processing Category and International Class of Mail before importing 224 Optional Modules La Import Package Data 2 09 2005 SS 9 L s ackage 225 Postal Package Partner User s Guide Advanced Connectivity Advanced Multi Class Import Advanced Import This option is part of our Advanced Connectivity Module It allows you to create parcel records for different mail classes with different special services To activate this feature you must perform the following steps 1 Click the Import Export button on the main Navigator Window 2 Click the Import Data button 3 Click the Add button on the Import Data screen 4 Complete the information required as if doing a Package Import 5 Check the Use Advanced Import Features checkbox Ed Change Import Specification lopai To PPP First Name Field2
73. Target Machine you must type the name or IP address of the machine running Pervasive SQL Server The following example shows that the machine name is MachineA Click Next The communication test transmits a series of test messages between the two machines After all test messages are transmitted and received correctly a dialog confirms that 75 messages were successfully transmitted Click Next to continue 2 Testing the Transactional Engine PSA performs a series of tasks to ensure that the transactional engine is working properly Transactional Engine Test Click Next to run the tests and see the results Note It is recommended that you perform this test to ensure that the transactional engine is communicating properly and the transactional databases are functional 73 Postal Package Partner User s Guide 3 Run the Transactional Test PSA displays a check mark for each test that passes and an X for each task that fails during the transactional engine test A summary report is also provided in the information window as shown in the following figure Once your transactional engine tests are complete click Next to test the relational engine 4 Testing the Relational Engine PSA performs a series of tasks to ensure that the relational engine is working properly Click Next to run the tests and see the results Note It is recommended that you perform this test to ensure that the relational engine is commun
74. The USPS packages will list on a separate report You must be very careful not to give packages bound for Parcel Direct to the USPS and visa versa 269
75. To obtain a new registration code please print this form and Cancel save Print Regist ration Form fax it to Window Book see instructions on printout ie Eat 11062001 Complete all the fields applicable to your company The Customer Information Screen allows you to specify different contacts for User and Purchaser as well as displaying your program version and Expiration information If you do not currently have a valid Registration Code you can obtain one by filling out this screen printing the form using the Print Registration Form Button and then faxing it to Window Book at 617 354 3961 Enter or Download a New Registration Open the Registration Code Entry Form by going to File Registration New Registration If you don t currently have a valid Registration Code you will 82 Getting Started not need to do this step as you will automatically see the Registration Code Entry Form when launching the Postal Package Partner Program Registration Code Entry Form Current Registration TT0013 URUDRF WOIBCS1 NCO2 wagmy Expires 5 07 04 Order a New Registration Enter or Download New Registration In order to obtain a renewal Registration String please press the button below to print a fax in order sheet Open Customer Info Screen If you have registration error you must exit with Cancel Cancel out of this window Click on the Enter or Download New Registration Tab From this tab you
76. Update Program Get Support For Postal Package Partner gt Full Program Download Online Learning Center Update APO and ZIP Code Files Registration gt i Product Information gt About Postal Package Partner Update Program gives you access to three Software Update choices You must have an open Internet connection and ALL USERS must be out of the program before running any of these update maintenance functions Changes Only Replaces Internet Update note that the Communications Tower that formerly controlled this from your Toolbar is now gone Click to update only the portions of the program that have been updated since the last time you updated your software Full Program Download Clicking here will take you to the full update access page complete with important release information Update Notes access and access to the download itself You will need to download the full update file and then run it to update your software See detailed updating instructions at this page as well UPDATE APO and Zip Code files Clicking here will update your APO and Zip Code Files This will not update the full program your program version will not change Get Support For PPP 10 Introduction amp Support User s Guide Fl Check For Updates Update Program gt D Get Support For Postal Package Partner Search Knowledge Base Online Learning Center Submit 4 Question Online Join a Support Session Registration h
77. a single user and ii to use the Software Product for its intended purposes The Software Application may allow you to store and retrieve package information from the US Postal Service USPS locally and or on Internet servers maintained by Window Book Access to Window Book Internet servers for such purposes shall be subject to a separate contract between you and Window Book 3 Renewal of License You may renew this License upon expiration of the Term on Window Book s then current terms and conditions 4 Network User Storage You may store or install a copy of the Software Application on a storage device such as a network server used only to install or run the Software Application over an internal network provided however that you must acquire a license for each separate computer on which the Software Application is installed or run from the storage device A license for the Software Application may not be shared or used concurrently on different computers 5 Software Updates Expiration of License Inoperative Software Window Book periodically updates the Software Application among other reasons to accommodate changes in postal rules rates and forms by the USPS As a licensed user during the Term you will obtain such updates at Postal Package Partner User s Guide no charge If you fail to renew this License upon expiration of the Term the Software Application will become inactive ATTENTION THE SOFTWARE APPLICAT
78. abase and mark the changes in Yellow From the Package Info Screen Click on the Check Address box When the program finds a match it puts a green dot next on the check address box and highlights the added or changed information in yellow If it finds a close match it will bring up this screen when the program has found a similar same address in the Post Office Database If this is correct click Correct Postal Package Partner saves the changes and marks them in yellow then puts a green dot on the check address box 187 Postal Package Partner User s Guide Address ippes Domestic 5 ooooo0o00002 f 300 FRANKLIN ST CAMBRIDGE M 02139 iE RATE Priority Mail Zone 5 es 9 VEGIaTed Wale LW Get D Ibs 0 oz Use Scale Address checking when doing an import On the import screen there is a check address box that must be checked 188 Using Postal Package Partner 11 14 2003 RATE Priority Mail Zone 5 2 9 9 s 4 0000 1 Ibs 0 oz LW Geutee Geet L I cancel RRE SS SS E ESEE Once you have done your import you will get a report which shows you a list of any addresses that are found to be invalid Plita AADS eitet Invalid Addresses Report Page Pic Name Com Address 1 Cit St_ ZIP 9101603946917000003406 TERRY JONES 1144 10TH AVE HONOLULU HI 96816 2495 9101603946917000003543 JERRY JONES 160 COUNTY ROAD 2605 BIGFOOT TX 78006 3201
79. acter Order Number Character Character Last Name Character Company Name Character Address 1 Character Address 2 Character City Character State Character ZIP Character Phone Character E Mail 1 Character OO 4 OO P OH ordertable Choose the table you wish to use as your primary datasource in the lower left The fields in that file should display on the right side of the screen Map your fields to PPP fields Highlight the primary lookup field This would be order number if an order table invoice number if an invoice table or customer number if it is a customer table RIGHT CLICK or DOUBLE CLICK your mouse to get a PPP field list Select the one marked Primary Column 239 Postal Package Partner User s Guide Select Field To Map lt LINK gt Order Number Primary Column Customer Number Invoice Number First Name Last Name Middle Initial Company Name Title Address 1 Address 2 City State ZIP ZIP 4 Phone E Mail 1 E Mail 2 Order Status Description RTA Present Number Department sl Select Cancel Repeat the right click mapping process until all fields you want to map are mapped The values you map are displayed on the main mapping screen so you can see what you have mapped If you make a mistake and map a field that you don t want to map pop up the field list and select to eliminate a prior mapping Some of the fields have special properties and requirements
80. age Partner Program ODBC Connect A Postal Package Partner option which allows you to access databases from other programs in real time via ODBC It allows you to look up order invoice or customer information so that batch export import processes can be eliminated It is designed to allow a 15 Postal Package Partner User s Guide shipping workstation to access individual orders or customer data as packages need to be shipped Import Agent Allows Postal Package Partner to monitor a specific folder for incoming files and to import these files automatically The Import Agent can be set up for a folder on a LAN or WAN It may also be set up for a folder on a FTP site The Import Agent is excellent for getting data from remote locations or mainframe computers or in the case of Internet Shopping Cart Advanced Multi Class Multi Special Services Import Postal Package Partner s standard import engine can only import one class of mail at a time The Advanced Multi Class Import option allows you to define different classes of mail different processing categories and special services It also allows you to create package records for multiple mailing classes in a single import pass PrntMax This module speeds your package production by adding high speed label printing to your PPP subscription This optional module can print up to 35 labels per minute Multi Permit Multi Manifest Option Multi Permit Add the ability to setup different per
81. anklin Street EH EE Se 02139 3781 02139 3781 617 441 3500 Sa _ 000 0000 60 394 5916 100 Getting Started Preferences Tab The second tab in the Mailer Configuration screen allows you to enter in details related to your shipping preferences Many of the fields can be left in their default position The few items to consider changing are as follows Use the drop down list next to Label Type to select the type of labels you are using The Scale Setup button is explained in the Installing Your Scale section The ODBC Connect button is explained in the ODBC Connect section The Automatic Package Export button is explained in the Automatic Package Export section ta Mailer Configuration f ei fE 101 Postal Package Partner User s Guide Manifesting Tab The third tab in the Mailer Configuration screen allows you to enter in details related to your manifesting permit with your local post office Many of the fields can be left in their default position The few items to consider changing are as follows Select Permit from the drop down list if you have applied for and have been issued a permit number The completion of this form is detailed in the Completing USPS Application Forms section Enter the Permit Number and all of the required Permit Holder information Express Mail Manifesting requires the completion of a special application and is explained in the Completing USPS Application Forms s
82. ap contactus government services st Copyright 1999 2002 USPS All Rights Reserwed Terms of Use Priwac Wi TT 151 Postal Package Partner User s Guide Import Export Import Export Overview Standard Import Capabilities Single File Import Postal Package Partner PPP can import data from a fixed field length text csv or delimited ASCII file and many dBASE Access Excel and Paradox files Data can be imported directly into the Package File which stores data on each parcel shipped or into an Addressee Order File which can be used as either a customer list or order list To import data into the Package file you must have information on each parcel in an order If you don t know how many parcels make up an order you import data into the Addressee Order file Postal Package Partner uses this information along with additional information entered by the user when preparing shipments With this option you would import one Class of Mail or processing category at a time You can use our query option to split up a multi class file into separate import sessions Advanced Paste and Custom Paste If the addressee information can be displayed in another application where it can be highlighted and then copied to the Windows clipboard the Advanced Paste button can be used to parse that data into Postal Package Partner s different entry fields If the copy operation ends up including extraneous data we can configure a custom paste opt
83. ar Ch1 add US nte 3 w basis of extract essence or cc 21011258 Preparation ov 10 sugar Ch1 add US note 3 w basis of extract essence or 21011290 Preparations nesoi with a basis of extracts essences or concentrates or with a 2101200 Bellies streaky and cuts thereof of swine salted in brine dried or smoked 21012020 Extracts essences or concentrates of tea or mate 21012032 Preparations with a basis of extracts essences or concentrates or with a basis o 21012034 Blend syrup Ch1 add US rte 4 preparation w basis extract essence concent 21012038 Blend syrup Ch1 add US note 4 preparation w basis of extract essence conc 21012044 Preparation ov 65 sugar Ch1 add US nte 2 w basis extract essence conce 21012048 Preparation ov 65 sugar Ch1 add US note 2 w basis of extract essence co 21012054 _ Preparation ov 10 sugar Ch17 add US nte 3 w basis extract essence conce There are more than 11 000 codes to choose from The easiest way to find one is to press the Search button enter a single keyword in the screen that pops up and press the Search button on that screen You will get a list of all harmonization codes that contain that keyword Pick the one that best fits the description of what you are selling You can also select a category and view all items for a specific category Be careful to check the Prohibitions and Exclusions to make sure the product you are shipping is not prohibited in the country you are 215 Postal Package P
84. arted Introduction Getting Started Standard Version Obtain DUNS Number You need to obtain a DUNS Number if you don t already have one This stands for Data Universal Numbering System and has become the standard for the company identifier in EDI and Global Electronic Commerce Transactions Your DUNS Number is a nine digit number issued by Dun and Bradstreet amp is used by the Postal Service to uniquely identify your organization when you transmit your data to their Server daily If you are planning to ship from more than 1 location you will need to apply for a separate DUNS Number for each location You can apply for a DUNS Number if you don t have one by going to D amp B s website at www dnb com or by calling D amp B at 1 800 333 0505 Online applications will be mailed to you within 5 business days If you call for your DUNS you can receive it within minutes 18 Getting Started Apply For Mainframe User ID amp Password You can easily fill out the paperwork required to obtain your USPS Mainframe User ID amp Password by using the USPS Applications Form Filler Software The first screen that you will see once you have opened the USPS Applications Form Filler Software is a grey box titled Preferences Select Standard Version and click Next Preferences Setup Questions Window E Tobest assist you in filling out the correct USPS Applications please select the version of Postal Package Partner you inten
85. artner User s Guide PSA Pervasive System Analyzer DOC Online documentation PVSWCORE Pervasive Services 76 Getting Started Installing Postal Package Partner Prior to starting the installation exit all Windows programs If this is a Network Installation MAKE SURE all users have shut down any Window Book programs and restrict access until the installation is complete Click on Next for the License Agreement Read it then click on the I Agree Button to proceed ZS Welcome 28 xj Installation program This program will install the Postal Package Partner 3 00 01 B19 on your computer B Welcome to the Postal Package Partner e It is strongly recommended that you exit all Windows programs before running this Install Program Click Cancel to quit Install and close any programs you have running Click Next to continue with the Setup program WARNING This program is protected by copyright law and international treaties Unauthorized reproduction or distribution of this program or any portion of it may result in severe civil and criminal penalties and will be prosecuted to the maximum extent possible under law The next screen asks you to choose Standalone Local or Network Installation 1 Standalone Installation You will first be prompted for the program installation path You should accept the default unless there is a very compelling reason not to 77 Postal Package Partner User s Guide 3
86. artner User s Guide shipping to This harmonization code acts as a default for the line items Note The barcode number used on the customs form is not assigned until the form is first printed d Fill in up to three line items That is the maximum number of items supported by the USPS Customs Form API If you are shipping more than three items you will need to fill out the Custom Form manually i Enter the description of the item followed by the quantity the value in US FUNDS per item Then fill in the weight of the item in pounds and ounces The weight of all items in the package can not exceed the weight of the package but can be less ii Enter the country of origin for the item If the item you are shipping was made in Japan than the country of origin is Japan not the USA where you shipped it from If the Origin is USA just check the USA checkbox If the country of Origin is not the USA press the lookup button to select the country iii Repeat A amp B for the two additional line items if necessary e Click on OK to return to the Shipping Screen then press Print and Save 10 The shipping label will now print and look like this 216 Optional Modules DOE EE 300 Franklin St S Cambridge MA 02139 EES 112455 Pkg ID COO 1 Or 1 ER ie Sez E SHIP DATE 03 04 2004 UNITED STATES POSTAL SERVICE TM SHIP TO Jay Hall 16 ERDMONT CLOSE CRAYFORD KENT DA14RU England USPS EXPRESS MAIL EAQN0000081
87. ath where the file will be generated Select a path The file name is PPPShips DBF Ei Mailer Configuration Disable Automatic Delivery Confirmation For First Class Disable Automatic Delivery Confirmation For Priority Mail Disable Automatic Delivery Confirmation For Std B Default To Signature Confirmation Enable Invoice Number Entry Enable Order Number Entry Enable Fail Safe Communications Twenty Character PIC Printing Preferences Enable Label Print Preview Display Print Dialog When Thermal Printing Labels Print Invoice Number On Label mein o m z Es E 173 Postal Package Partner User s Guide Reports Reports Overview You can review two types of Reports in Postal Package Partner Shipping Reports and Delivery Reports Both reports can be accessed through the main Navigator window and clicking the Reports button You can then select either Shipping Reports or Delivery Reports from the next screen as well as Statements and Manifests tad Navigator Reports 174 Using Postal Package Partner Shipping Reports Customer Statistics Report This report allows you to select a date range then get a summary of the items sorted and totaled by addressee company name It shows the number of parcels average declared value and total value for the period It also shows the date of the last shipment Departmental Accounting This report summarizes and sorts your shipments by department an
88. bel here OR write the Serial Number and Check Digit of the electronic file in the spaces provided Delivery Confirmation Electronic File Number 9150603945916000000831 Click Yes and then if you have other classes of mail go to Reports gt Statements and Manifests and print the reports that are already checked off 112 Getting Started Gad Statements amp Manifests 11 25 2002 Multi Class Manifest with 3877 i Multi Class Manifest M Single Class Manifest M 3600 PM Priority Statement IT 3600 R First Class Statement IT 3605 PR Parcel Post Statement IT 3605 BFR Bound Printed Matter Flats Statement C 3605 BPR Bound Printed Matter Parcels Statement IT 3608 R Book Rate Special Statement O 3540 5 Special Services Statement C 3877 Firm Book Statement 113 Using Postal Package Partner The Navigator Screen Main Menu The Navigator Screen Overview The Navigator screen is the home page within Postal Package Partner From the Navigator screen you can access the five main areas of the software program as follows S tad Postal Package Partner Navigator v i 4 Reports ES 2 Download Extract Files 5 Import Export The Navigator window should appear in the middle of your screen when you first open your program If the Navigator screen is not visible then click the Display Navigator Menu button the fifth icon from the left at the top of your screen to make it visible 114 Using Postal Pac
89. below Ed Postal Package Partner Advanced 3 02 05 03 AOSO02 File Maintenance Shipping Reports E Mail Verification Window Help A U lz 2 Pree tJ Postal Package Partner Navigator Ed Mailer Configuration Mailer Preferences Manifesting Communications E mail Private Insurance Printers Verification Advanced Settings Label Type 4 x 5 Two or Four Page x I Use USPS Standardized Label Format I Use Window Book Supplied Labels Thermal Labels xX Adj 0 0003 Class Of Mail JPM Priority Mail Betum Address ID 1 zl WINDOW BOOK INC Navigator Configuration I Open With Navigator Button Color Fd Button Text Color Preprinted Label Options 7 Enable Scan Of Zip Reference User Type Thursday November 6 2003 5 52 26PM From PPP s Preferences tab select the Install DAZzle button which brings you to the Window Book Endicia Partnership Web page shown below 196 Using Postal Package Partner Endicia Dazzle and Postal Package Partner Software US Postal Service Microsoft Internet Explorer File Edit View Favorites Tools Help Sp Q Ba gt EN a Ce JO search She Favorites media Le B d s w L rel 33 Address 2 http www windowbook com partners endicia PJ co Links nm EN WindowWBook dicia Home PPP Endicia Contact Us Postal Package Partner now integrates with Endicia s DAZzle software Postal Package Partner connects seamlessly wi
90. ccen 0 00 190 Using Postal Package Partner Using Private Insurance You can use insurance from a third party carrier One such insurance company is U PIC You can obtain information about this service from your Window Book sales representative You can get information on other carriers from your postal account manager Gd Mailer Configuration x Mailer Preferences Manifesting Communications E mail Private Insurance Printers Verification Advanced Settings vu e Ss k Priority Std B with Delivery Confirmation Rate i 0 37 Priority Std B without Delivery Confirmation Rate 0 00 Intemational Tracked Rate om Intemational Untracked Rate 000 3 Express Mail Deduction 500 00 Private Insurance Account No 123456 4 Remit To 5 Address 1 Insurance Company Name 00000000 Address 2 insuranceAddessT Address 3 Insurance Address2 is Address 4 Insurance Adiess 2 Required Cancel The information you need to provide includes the following Use Private Insurance The first checkbox enables third party insurance support This must be checked if you wish to set up private insurance If checked you will be able to enter a valuation for third party insurance when you ship parcels You will also be able to run the third party valuation report Most third party insurance carriers will require you to enter an invoice number on the shipping record for each package insured
91. cciaee recs seed sncctuaces 48 Single User Installations succeed ek et helt ed ek tele le eit ie th ne 48 Network Installations cccccceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeed 49 Eu MET 52 PSQL Client Server Installations ccccceceeeeeeeeeeeeeeeneeeeeeeeeeeeeeeeeeeaaees 53 Windows SGINVGIS EE 54 Installing Server Components AAA 54 Installing Client Components AAA 59 Novell E 62 Platform Notes For Netware 62 Netware Security and Configuration Issues essssssseneeeeeeeeeeeee 65 Installing Server Components AAA 68 Table Of Contents Installing Client Components sssssssseesssssnerrrnteeseernrnnnrrreseerrrrnnnn 72 Common Questions After Installing Pernvasive GO 15 Installing Postal Package Partner 77 Registering Postal Package Partner 82 DIE egiee 85 Connecting The Printer To Your PC eegend ege 85 Installing Your EE 86 Connecting The Scale To Your PC cavenan nanan a cad 95 Installing Your lee 96 Configuring Postal Package Eat gEeeEESE EES 98 Mailer Config tatio nnie aaa bast aE bur AE aaa 99 Mailer Configuration Overview ccecceeeeeeeeeeeeeeeeeeeeenneeeeeeeeeeeeeeeeeenaaees 99 ER E RA 100 EE D 101 Manifesting RE D 102 Communications E Mail Tab 103 Private Insurance Tab 105 Printers DEE 106 VGH IMG MIO RU Ee EE 107 Advanced Settings Tab veketie tiie k ese ete hed ee lh ett ee ee le thee 108 Printing Test Labels amp Communicating Test Records to UG 109 P
92. ck the E mail Info button Place check marks where appropriate The second e mail address is optional E Mail Info gene windowbook com M M andy windowbook com M M cc Check with your Internet Service Provider and make sure your SMTP address is correctly configured in Postal Package Partner You can find this setting by going to File gt System Setup gt Mailer Configuration and looking at the text box next to SMTP Server The SMTP server address is provided by your Internet Service Provider ISP when you open an account and is necessary to successfully send and receive e mail Call your ISP to get the address and then enter it into your program 182 Using Postal Package Partner Ei Mailer Configuration Also try a test e mail to make sure your SMPT server is enabled You can do so by clicking on the Send Test E mail button on the above screen Send Test E Mail gene ywindowbook com lo E canes You also want to make sure that Enable SMTP Trace CSTrace Log is checked This feature will create a log file that can be used to diagnose future e mail problems should they arise Lastly make sure you press the Communicate button when you are ready to upload your package information The e mails are triggered by the receipt of information from the USPS about the package status and clicking the Communicate button begins this process 183 Postal Package Par
93. ckage Partner User s Guide Registering Postal Package Partner Customer Information Screen This is the first screen that you will see after installing Postal Package Partner for the first time Later you will be able to access this screen at any time by either going to File Registration Customer Information Screen or by going to Help gt Registration gt New Registration and clicking on the Open Customer Information Button The Customer Information Screen is the place where all of your Customer Information is stored Fields noted with a red asterisk are required fields Customer Information Screen Required Comments Company WIEDER alate Country JUSA M Not USA Address 1 300 Franklin Street Address 2 pas City Cambridge Program Postal Package Partner with Electronic Delivery State z ma ZIP 4 Code 0o21 39 0000 Confirmation and Manifesting 3 01 1 AD D U N S No na Enter Your D U N S No Reg TT0013 URUDRF AOIBC51 NCO2ANAQ Expires 50704 Platform Windows 2000NT User Contact Information Registration Purchase Contact Information Please specify principal user or technical expert IT Same as User Contact Information Contact Teresa Tabor Contact Teresa Tabor Phone e17 441 3500 E ao Phone 617 441 3500 Ext az Fax aa Fax has Email fteresag windowbook com Email fteresa windowbook Com This is a USPS Facility
94. cking and delivery analysis works just as it does for conventional shipments 200 Using Postal Package Partner Using Priority Drop Ship 1 Go to daily shipping screen 2 Check the new Priority Mail Drop Ship Checkbox The addressee information will disappear and be replaced by a Select Drop Ship Facility button 3 Press the Select Drop Ship Facility button You will get this screen GI Facilities and their coverage zipcodes l x m Select Mail Class STD FCM C PER BPM Select Facility Type SCF ADC Enter Facility Zip Facility Name SCF SAN JUAN PR 006 SCF SPRINGFIELD M 010 007 PITTSFIELD MA 012 008 SCF CENTRAL MA 015 003 SCF MIDDLESEx ESx M 018 SCF BOSTON MA 021 SCF BROCKTON MA 023 NORTHWEST BOS MA 024 SCF CAPE COD MA 025 SCF PROVIDENCE RI 028 SCF MANCHESTER NH 030 pij SCF PORTSMOUTH NH 038 SCF PORTLAND ME 040 SCF BANGOR ME 044 SCF WHITE RIY JCT VT 050 SCF BURLINGTON VT 054 SCF HARTFORD CT 060 SCF SOUTHERN CT 064 WATERBURY CT 067 SCF STAMFORD CT 068 SCF NEWARK NJ 070 SCF PATERSON NJ 074 HACKENSACK NJ 076 v Select Cancel The Facility Zip locator above the list allows you to enter the 3 digit or 5 digit facility list from the USPS labeling list if you know it The ZIP codes on the right reflect the 3 digit zips supported by the highlighted facility The first three digits of the destination zip of the sack or tray should be
95. cted CtrI Click toggles a record marked unmarked without affecting other marked records Shift Click mark a range of records between last Single Click Shift Click Ctrl Click Enabled keyboard keystrokes 132 Down Key unselects all records and moves down one record from last selected Up Key unselects all records and moves up one record from last selected Shift Down Key marks unmarks the next record Shift Up Key marks unmarks the previous record Shift Home Key marks all records from selected record to and including the first record Shift End Key marks all records from selected record to and including the last record Shift PageDownkKey marks all records from selected record to end of current page Shift PageUpKey marks all records from selected record to top of current page Space Key same effect as single click on currently selected record but also moves to the next record in the browse Ctrl Space Key same effect as Space Key on currently selected record Ctrl Up Key moves cursor to previous record without affecting tagging Ctrl Down Key move cursor to next record without affecting tagging Ctrl A selects all records Using Postal Package Partner Change Date of Mailing If you have imported or otherwise created packages on a certain date and you are not shipping those packages on that date then you need to change the Date of Mailing for those packages as follows Click the Daily Shipping butt
96. d US note 4 preparation w basis of extract essence conc 21012044 Preparation ov 65 sugar Ch1 add US nte 2 w basis extract essence conce 21012048 Preparation ov 65 sugar Ch1 add US note 2 w basis of extract essence co 21012054 _ Preparation ov 10 sugar Ch17 add US nte 3 w basis extract essence conce There are more than 11 000 codes to choose from The easiest way to find one is to press the Search button enter a single keyword in the screen that pops up and press the Search button on that screen You will get a list of all harmonization codes that contain that keyword Pick the one that best fits the description of what you are selling You can also select a category and view all items for a specific category Be careful to check the Prohibitions and Exclusions to make sure the product you are shipping is not prohibited in the country you are 221 Postal Package Partner User s Guide shipping to This harmonization code acts as a default for the line items Note The barcode number used on the customs form is not assigned until the form is first printed d Fill in up to three line items That is the maximum number of items supported by the USPS Customs Form API If you are shipping more than three items you will need to fill out the Custom Form manually i Enter the description of the item followed by the quantity the value in US FUNDS per item Then fill in the weight of the item in pounds and ounces The weight of all
97. d departmental cost code for any date for any date range you specify This report is used if you have Departmental Accounting enabled and provides a convenient way of doing departmental charge backs in a corporate or institutional setting End of Day This report can be sorted by PIC Service type Priority Parcel Post etc and PIC Date of Mailing Name and Company Name Check the Print Special Services Detail to see detailed information on each special service provided for each parcel Express Mail Reports Manifest This report must be printed each day if you are doing Electronic Express Mail Manifesting not currently available in Postal Package Partner Gold and submitted with your mailings along with your form 3152 E It does NOT include any Express Mail Military Service parcels shipped using the four part preprinted labels Daily This report shows all of your Express Mail for a given date including Express Mail Military Service and Electronic Mail Manifest transactions Summary This report gives you a summary of all Express Mail transactions that is designed to correspond with your Express Mail Corporate Account Statement It can be helpful for reconciling postage amounts Usage This report is highly useful whenever you need to analyze what happened in a date range of your Express Mail Shipping It shows you essential information like PIC number Origin Destination Zip Postage Fees etc History This report is
98. d print the label after it is weighed Ei Add Import Specification Bisi E Import To PPP Import Template Name Import File Type Import File Delimiter Comma xj I Skip First Record On Imporl I Save Mappings On File Path Change FE Use dvanced Inman Restore Fields In the file you are importing from Fields you can import into No Type Field Name Matching Field No Field Name A DU Addressee No 4 Sim 1 Last Name z 2 First Name ieee A Position Title D Company Name 6 Address 1 HEH 7 Address 2 8 City 9 State Province 10 Zip Postal Code II Country 44 All 12 Phone Number 13 Package ID 14 Customer Service Rep None dd 15_ F mail Address 1 xl H Import Cancel 154 Using Postal Package Partner Fixed Field Length Import Overview of the Process Unlike importing other file types available in the import program importing fixed field length ASCII files is a two step process The first step converts the fixed field length file into a comma delimited file The second step converts the comma delimited file into Postal Package Partner files Though this is a two step process once it is set up it is executed as a single import step It does involve two different setups one to define the fixed field length file into discrete fields we can map and the second step would be mapping those fields to Postal Package Partner fields Step One Defining the Fixed Field Length File
99. d to use Ze GTANDADD Is for Delivery Confirmation and Signature Confirmation for Priority Mail and Package Services Does not include manifesting Manifesting is the ability to pay for postage without a stamp or meter strip MAC GOLD Allows you to do Delivery and Signature Confirmation with Manifesting It also lets you start shipping with manifesting in about a week ou are required to use a pre approved printer and scale with this program MAC Gold is for Priority Mail Parcel Past and First Class Mail only no content sensitive mail classes like Bound Printed Matter supported and no special services like COD C ADVANCED Our most comprehensive offering Advanced version supports Delivery and Signature Confirmation and Manifesting supports special services like COD and includes Express Mail Manifesting Priority Mail Drop Ship Delivery Confirmation All Priority Mail and all Package Services Bound Printed Matter Media Rate Library Rate and First Class Mail are supported To return to this Preferences Screen once you are inside the Form Filler you will need to go to File and choose Preferences Need help Call our toll FREE line 800 370 2410 Next you will see instructions for filling out Forms 5051 and 1357 S These instructions will print out later when you print your completed forms 19 Postal Package Partner User s Guide 8 USPS Application Forms E o 10 xl File Edit PPP Suppor
100. da visececespeetGesemasecescient 208 Global Express Mail Manifesting AEN 213 Setting up Global Express Mail Manifesting eeeeeeeeeeeeeeeeeeeeeeeees 213 Using Global Express Mail Manifesting ssssneenneeeseeeennnnnnnneseerrrnrnnnreseee 214 International Manifesting EE 219 Table Of Contents Setting Up International Mail Manifesting ceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 219 Hand Entering International Packages sssseeseeeesesssnnnnnneeseerrrrennnneesees 220 Importing International Packages ssssssseeeeseeesseesrrenrrnensserrrrrnnnrnneseernnnn 224 Advanced Connectivity geg 226 Advanced Multi Class Import 226 rieden EE 229 Overview of Import Agent 229 Using Import AGGIE taka te ee re D nna A ino hs 230 ODBC En EE 235 Overview of ODBC Connect 235 setting Up ODBC EERSTEN ee 236 Define the ODBC Data Source o oo ee cece eee eeeeeeeee cette ee eeeeeeeeeeeeeeeeeeeteees 236 Configure ODBC Connect in PPP 238 Notes On PPP Eelere 242 ODBC Setup Options s2 t ateteneieceewaieeieeiee ask 243 Using ODBC Connect EE 246 Troubleshooting ODBC Connect 247 PrtMax coe tee rece aeea teh deceased tense ab beeen Se et ad enters sade 248 Multis Perit Mult ET DE 249 Multi Permit Multi Manifest Overview ceeceeeeeeeeeeeeeeeeenneeeeeeeeeeeeeees 249 Using RO E EE 250 Using MUlHsMANTGS Ec getigert 254 Permit Balance Tracking seas siceie cnc esesi cnseniesencaric eS sane EC 257 Smart Walls
101. details 241 Postal Package Partner User s Guide Notes on PPP Fields Items that start with an do not apply to Postal Package Partner Gold ZIP Code can accommodate 5 or 9 digit ZIP codes with or without dashes ZIP 4 will get appended to Postal Package Partner s ZIP Code field Description up to 100 characters will print at the bottom of a 4 x 6 label RTA F This is the Return Addressee Number You should map this only if you are using multiple return addresses Preset Number If you are using presets for predetermined parcel weights and descriptions this is the preset number you are using for that purpose Currently the description from the preset will be used if there is no other description The weight will not be used from the preset file at this time Dept No and SubDept are used by PPP s departmental accounting system if enabled Package Weight If mapped the weight must be in pounds and you must turn off your scale interface if you want to use the mapped weights Class of Mail If you map this field to control the class of mail you must use specific values to represent each class We do not give you control over these values like we do in our Advanced Import Here are the codes you would need to select each class First ClassiPriority1iPPriority Flat Rate EnvelopePFParcel PostPP Bound Printed Matter ParcelBP Bound Printed Mater FlatBF Media MailMM Library MailLMExpress MailEXExpress Mail Flat Rate EnvelopeEF De
102. done press the IMPORT FILE button on the Import Template screen below 158 Using Postal Package Partner s Import Templates p x Search ___ TemplateName Import FilePath Impot Type JL ASCII_IMPORT C WINNTProfiles gene Desktop Ascii_test txt Delimited Fields ASCIILTEST_2 o forgenetext documents ascii_test txt Fixed Length Fields Asdfsadf O ForGene PPP_Test_Import Files Package_Import txt Fixed Length Fields c winnt profiles gene desktop pef2 txt Fixed Length Fields E C AWINNT Profiles gene Desktop pct txt csv Fixed Length Fields ghg O ForGene PPP Test Import Files Package Import bd Fixed Length Fields FIXED FIELD TEST o forgenetext documents ixed field test txt Fixed Lenath Fields Icon C A WINNT Profiles gene Desktopobwkp 71 twt Fixed Length Fields Kiesler Policy Suppl O ForGene T ext Documents Kpstrt txt Fixed Length Fields KIESLER_2 O ForGene T ext Documents Kpsfrt txt Fixed Length Fields KIESLER_3 o forgenetext documents kpsfrt txt Fixed Length Fields Lloyd_Test O ForGene PPP_Test_Import Files Package_Import txt Fixed Length Fields 4 gt Copy Template Import File v Insert IC Change Delete Fa View Records Dk Close Step Two Mapping the Import Fields to Postal Package Partner Go to back to the Import Data screen and press the ADD button to add a new Import Definition ENTER THE SAME NAME FOR THIS DEFINITION AS YOU USED FOR THE TEMPLATE NAME IN
103. e Feed LF CR CR LF and None one continuous line of data is present with no characters in between each record Skip First Record If the first record includes the field names you should check this checkbox Press the View Raw File Contents button to see if field names are displayed If so check this checkbox If you have a documented layout you should press the Insert button and add your first field definition Import Field Name Enter the name of the field keep it short but descriptive You will be using it later for mapping fields into Postal Package Partner Field Type A String is any alphanumeric information that has no decimal points A Number is an all numeric value that may include an actual or implied decimal point A Date is a date Length The total length of this field Field Format If the field is a number you need to select No Decimal if the number will always be an integer without any decimal places Has Decimal if there is already a decimal point in the data or Implied Decimal if we need to insert a decimal point into the data during import For example you may have a 7 character field but the last two digits represents cents in a dollar amount You would set the decimal places to 2 We would format the number as NNNNN NN when importing If you have selected a date you have a variety of date formats to pick from to match up the format of the date you are importing You should enter the informati
104. e Only X Cancel G Print amp Save Version 3 01 Saturday September 7 2002 12 55PM Here you learn that you can request an Account Rep By calling your Local Business Center If you would like to obtain the number for your Local Business Center please click on this link Your Internet Browser will open to a page which will help you find your local USPS Business Center Simply type in your city and state or zip and click on Locate This will bring up the location of the Business Center closest to you Print this page and then close your Internet Browser to be brought back to the USPS Applications Form Filler Software After all of the fields on this screen are completed you are ready to print your Forms 5051 and 1357 S At the bottom of the screen you should click the Print and Save button You will be asked if you want to preview the 5051 Form Click yes 39 Postal Package Partner User s Guide Preview K Do you wish to PREVIEW the 5051 Form Yes No Cancel ves The first page you will see contains the instructions for submitting the 5051 and 1357 S forms Next you will see the completed Form 5051 which you will notice has been filled out by the form filler software Last is the Shipper Information form which you should fax to Window Book at 617 354 3961 At the top of the preview screen please click on the printer icon to print all of these pages You will be asked if you want to pr
105. e printer and press the button on the left side of the cover of the printer One or more labels will advance until the label gap has been determined If your report printer is already connected to your only parallel printer port you have a number of options If your computer is relatively new and running Windows 98 ME or 2000 and are using a recently built report printer you may be able to use a USB port to connect the report printer to a computer Check to see if the printer and computer have a USB port The USB port on the printer is usually a small square connector and a small rectangular connector on the computer You can purchase an A to B USB cable from almost any computer store to connect your USB compatible printer to the computer If your computer has a USB port and you are running Windows 98 ME or 2000 but your report printer does not have a parallel port you can purchase a special USB to Parallel printer cable that will let you connect your non USB printer to your USB port This can be purchased at most computer stores but if you have trouble finding it you can purchase one from Window Book You can purchase an IEEE 1284 Compatible Automatic Printer switch Autohub that will switch between the two printers automatically using the one printer port you have DO NOT USE MANUAL PRINTER SWITCHES They rarely will work with the Eltron Printer and users often forget to change the switch selection which wastes lots of paper and labels
106. e sure Test Mode checkbox is checked while testing but unchecked when customer goes live Also the port for the communications is defined here Port 80 is normal Some systems use 8080 It is the same port used by the web browser NOTE At this time International Mail is not supported if the DAZZLE interface is enabled 219 Postal Package Partner User s Guide Hand Entering International Packages 1 When creating a package select the International address type at the top of the entry screen or select an International address from your address book 2 Enter the address where the package is going Make sure to select a destination country from the pull down list If using ODBC connect the country name in the customer s database must match our country name exactly We can provide a CSV file of valid country info for your Order Database Application If you don t use it you will need to select the country from our pull down list 3 Select the correct Processing Category and enter or weight the package Special Note This must be done before pushing the Select Rate button 4 Press the Select Rate Button You will see the rate for this package We strongly recommend you also look at the info in the Prohibitions and Exclusions tabs of this screen before pressing the Select Button 5 Fill in any of the optional fields in the upper right of the screen Package ID Private Insurance Description Department Code etc 6
107. e the SHARE parameter to point directly to the Pervasive SQL data files The MicroKernel resolves locations specified by the SHARE parameter only if the share points to the root of the volume If your Windows client is running the Advanced Power Management feature of the operating system disable it while installing Pervasive SQL V8 The power management can cause a Pervasive SQL V8 installation to fail if the client that is remotely installing the NetWare server is suspended during the install Because some versions of NetWare include Btrieve 6 10 Btrieve system files already exist on the server and possibly on the clients Back up these files and then remove them If you do not remove them set them to read write so that the installation can overwrite them the installation routine also backs them up Refer to Btrieve 6 10 documentation for a component list To install Pervasive SQL V8 you must have rights to the SYS volume and to the System directory on the server on which the product is being installed The Pervasive SQL server component is installed in the System directory of the SYS volume and all other supporting files are installed by default to 62 Getting Started subdirectories of the PVSW directory in the root of the SYS volume as described in What Files Are Installed as Part of Pervasive SQL V8 on page 8 19 of the Getting_Started_Server pdf Note NetWare versions below NetWare 4 11 are not supported Ne
108. ecifications the Agent will determine whether the file is currently being added to and if not it will rename it copy it to a temporary folder and import it When the import is complete the file is moved to a storage folder and renamed to include the date and time If your program is constantly adding records to the same file by renaming it when it is not being added to your program will create a new file which we will import later after the first one is imported and the other one has stopped growing for the required time interval The temporary folder we copy the file to is the IAWORK folder under the Data folder and the archiving folder is IACOPY under the Data folder We recommend you do not run the Import Agent on more than one computer at a time on your network though your Agent can be configured to look for multiple files in multiple folders Future enhancements to the Import Agent will include FTP Agent which will allow you to look at the contents of FTP sites as well as local and network hard drives Import Agent 229 Postal Package Partner User s Guide Using Import Agent Create Import Template Before you can configure the Import Agent to automatically import your data you must first go to our Import program and configure the import you want to perform You can setup any of our supported import types and can even use the Advanced Import setting within the Import Program to do Multi Class imports At the present time you cannot u
109. ection ta Mailer Configuration S Ej II i el ut Secuence De 00000000 SSS Eat ie COOOOO00 Window Book Inc ld 00000000 300 Franklin Street MA x 02139 E fe w Jo In GC m I babes Sigur 102 Getting Started Communications E Mail Tab The fourth tab in the Mailer Configuration screen allows you to enter in details related to electronic communications and e mail to your customers Many of the fields can be left in their default position The few items to consider changing are as follows The User ID and Password are necessary to transmit your electronic file to the USPS Web server You obtain this Logon ID and password by completing a Request for Computer Access Form 1357 S in the Completing USPS Application Forms section Communicate via should be left on FTP unless otherwise instructed by a Window Book representative The E mail Notification Setup section should be completed only if you plan to send e mail notifications to your customers informing them of the status of their shipments Obtain the SMTP Server information from your network administrator or your Internet Service Provider ISP E mail address is the Return Address on the e mail that gets distributed Check off Use E Mail Notification Check off Send E Mail Shipment Notices and or Send E Mail Delivery Notices if you want e mails to go out at the time of shipments and the time of delivery Check off
110. ed together If you are going to be batch printing labels we recommend displaying just one or the other You can do this by selecting USPS or Parcel Direct form the Entry Type drop box that appears at the bottom of the screen under the print button Communicate Tab This tab is used to close manifests and upload contents to the USPS and or Parcel Direct Press the Communicate button When you press the button you will see a list of all manifests available for upload and closure You can check off which ever ones you wish to close and upload then press the Communicate button on this browse lt Insert Screen Shot gt Only 1 USPS manifest will be displayed on this list and it will only contain information for packages whose mailing date matches the date on the communicate tab when the original Communicate button was pressed The Parcel Direct manifests will include unshipped parcels for the last 10 days that have not been uploaded yet If you have been working on a single manifest for multiple days the older parcels will be rolled forward to the current manifest date After the communicate button is pressed the USPS manifest data will be uploaded to the USPS and the Parcel Direct data will be uploaded to Parcel Direct END OF DAY REPORT When you have the option to run the End of Day Report do so It will create separate reports for each Parcel Direct manifest listing the Customer Control Number in the report heading
111. efault To Cash Payment Enable Priority Drop Ship Electronic Ask To Backup When Exiting PPP Direct Internet Connection Hide Save Button Manifest With Multiple Permits ECH Four Part Express Mail Label Preferences Return Address Is Preprinted Express Mail Corporate Account Is Preprinted Phone Number Is Preprinted Print Origin USPS Info cease o o o o o e m o o o DA rg 00000000 OK A cnca 2 Go to Maintenance gt Return Address 250 Optional Modules tJ Postal Package Partner Advanced 3 0 Maintenance Return Address 3 Click the Add button in the Return Addresses window GI Return Addresses it State Province Window Book Inc 300 Franklin Street Cambridge MA 4 Add a Return Address record to represent each permit OTHER THAN THE DEFAULT in Mailer Configuration Then check the checkbox at the bottom called Use Alternate Permit Select a Permit Code from the Permit Code dropdown list 251 Postal Package Partner User s Guide Gad Add Return Address 2 x General Express Mail Audit ID 2 Address Type Domestic Name Smart Postal Solutions Address 1 300 Franklin Steet Address 2 City CAMBRIDGE al State MA al ZIP Code 02139 al Phone No 617 441 3500 Extension Fax No 7 354 3961 E Mail Address Ess Com 5 Click the Add button to add a new code 2 Permit Codes EN Search d
112. egen E ve H Ne State amp Zip Add S Change el Delete E Close EI Select 6 This code is not necesarily the permit number but a code to represent the permit so you can use a nickname or client code In the Add Permit Info window complete the information of both the General tab and the Permit Holder Info tab then click the OK button 252 Optional Modules GD Add Permit Info 2 021393 Corerate lecher IR Dir E cancel ED Add Permit Info 2 Smart Postal Solutions Inc 300 Franklin Street Cambrdige 02139 ad IC R canca Note You can have multiple Return Addresses associated with the same permit or you can have each Return Address pointing to its own permit If the checkbox Use Alternate Permit is not checked the software uses the default Return Address in Mailer Configuration At the end of a day a separate set of manifests and statements are created for each permit 253 Postal Package Partner User s Guide Using Multi Manifest To configure Postal Package Partner to access multiple manifests follow the steps below 1 Go to File gt System Setup gt Mailer Configuration and click on the Advanced Settings tab Check double click the Allow Multiple Manifests checkbox at the bottom of the General Section and click the OK button 4 Mailer Configuration Print Mail Date On Priority Drop Ship Labe Ask To Backup Wen Exiting PPP Direct Interne
113. elect Access dBase ASCII Fixed Field Length Microsoft Excel ASCII Delimited Quattro Pro Symphony Lotus 1 2 or Lotus 3 5 If the file you are trying to access is not on this list you may consider looking at the Advanced Connectivity Module which has a feature called ODBC Connect which gives you real time access to any file s supported by ODBC from inside Postal Package Partner without importing Import File Name Select the file you wish to import by pressing the lookup button to the right of the File Name Field You will get a Windows file selection dialog that will look for files with the most common file extensions for the file type selected Select the file If the file type you selected supports multiple tables within the file you must next select the table you wish to import Save Mappings on File Path Change After you select file name and table if necessary check this checkbox It will allow you change the file path and file name without losing your field mappings 161 Postal Package Partner User s Guide Delimiter If you have selected ASCII Delimited as your file type you must next choose what the field delimiter is for the file Your choices include Comma or Tab Skip First Record on Import If the first record of the file includes field names you would want to check this checkbox so you don t import field names into your file Certain types of files will display field names on the left column of the definition scre
114. ems are broken out so you may be able to determine a pattern Such a pattern may emerge if a particular post office does not follow scanning procedures properly though this is extremely rare these days Delivered Items This report lists for any date range all items that have been delivered Delivery Analysis This report can be printed by zone state or 3 digit ZIP It shows how long it took in business days less Sundays and Holidays to deliver the mail It helps you spot delivery problems quickly and adjust your shipping practices accordingly 177 Postal Package Partner User s Guide Spreadsheet Wizard The Spreadsheet Wizard is used to create Custom Reports using any fields from your Package Table 178 Using Postal Package Partner E Mail Notification Communication E Mail Communicating information back and forth with the USPS Web Server and sending out e mail communications to your customers about the status of their deliveries are two important components of the Postal Package Partner System The Communications section focuses on common issues concerning transfer of data through the Internet Some of the topics include the following Communicating information to the USPS server Diagnosing errors that may occur when attempting to communicate Resolving issues related to unconfirmed Electronic File Numbers EFNs The E mail section focuses on common issues related to the communication of information between y
115. en click the date on which you want to begin shipping Finally fill in your USPS Postal Rep Information if you know it You do not need a USPS Account Rep To use Delivery Confirmation but if you would like to get one please click on the yellow question mark beside the field This button appears throughout the form filler to aid you in answering questions that you may have 21 Postal Package Partner User s Guide USPS Application Forms ES lol x Fie Edit PPP Support Forms Checklist FAQs Meed Support Window Delivery Confirmation e Additional Forms For lt lt Printer iva Cl amp Form 1357 S Other Services i Certification oe 3 Please Fill out this form DELIVERY CONFIRMATION amp FORM 1357 Primary Contact Information First Last Company window Book Inc Name Teresa Tabor pho ostai rep neo E r C You do not need a USPS Account Rep to use Delivery Confirmation If you know your Account Rep s name and contact information please put it in DUNS Nu To request that you get an Account Rep call your local Business Center You can locate your closest Business Center by going to http www usps gov ncsc locators find pbc html Please informat proce Postal R Name SSS E Ween Title Se Telephone TP AreaAndDistic S Y Save Only X Cancel G Print amp Save Version 3 01 Saturday September 7 2002 12 55PM Here you learn that you can request an Acco
116. en from a file header record that would not be imported if you do not check this checkbox Typically you will check this box if you see field names appear when mapping ASCII fixed field length or delimited files You must be careful not to check this unnecessarily or you will skip the first record of the file that could have data in it you want to import Use Advanced Import Features If you have purchased the Advanced Connectivity Module you will have the option to check this checkbox if you want to import package records that are of different mail classes and may use different Special Services like Registered Mail Insurance COD etc See the instructions later in this document if you area interested in using these features Mapping Fields The list of Postal Package Partner fields that can be mapped to your import data appear on the right side of the screen They will be different depending on whether you are importing data into the Package or Addressee file Before you start mapping your fields make sure the Import to PPP setting Package or Addressee is set correctly If you change your mind your mappings will be cleared and you will have to start the mapping process over again To map a field you highlight the field you want to map in the import file listed on the left the highlight the corresponding Postal Package Partner field on the right then press the Assign button The PPP field name will appear on the left next to the import file
117. er type by going to File System Setup Print Maximizer Setup CI Print Maximizer Setup c wb printmas c wb printmas CJ c wb printmas OOOO E 248 Optional Modules Multi Permit Multi Manifest Multi Permit Multi Manifest Overview Multi Permit Multi Permit allows you to setup different permits from the Return Address Maintenance screen and associate a different permit to each return address There will be a separate Manifest created for each permit mailed based on the Return Address Multi Manifest Multi Manifest allows you to associate a manifest not only with a different permit but with different client or job data You will want to use this feature if you are a Fulfillment House that does job oriented Fulfillments as your Postage Statements will print your client job and mailing agent data automatically You will also be able to direct different pieces to be on different manifests which could be mailed on different dates or at different times 249 Postal Package Partner User s Guide Using Multi Permit To configure Postal Package Partner to access multiple permits follow the steps below 1 Go to File gt System Setup gt Mailer Configuration and click on the Advanced Settings tab Check double click the Manifest With Multiple Permits checkbox at the bottom of the General Section and click the OK button J Mailer Configuration Require Package ID Entry Print 3816 45 COD Forms D
118. establish an account and to keep sufficient funds on deposit in this account to cover your mailing costs If you plan to do Express Mail Manifesting you must also set up a Corporate Account You can easily use the USPS Applications Form Filler software to quickly and easily fill out the Permit Application Directions For Filling Out Permit Application Using USPS Applications Form Filler The first screen that you will see once you have opened the USPS Applications Form Filler Software is a grey box titled Preferences Select MAC GOLD and click Next Next you will see instructions for filling out the USPS MAC GOLD Application These instructions will print out later when you print your completed forms USPS Application Forms Iof x File Edit PPP Support Forms Need Support Window EJ Permit Application wy oa EE R ee BS NE Close Instructions for filling out the USPS MAC GOLD Application 1 If you have a USPS Permit Number contine to step 2 If not click on Permit Application button on the toolbar fill it out print and sign it Bring the Permit Application Form to your local Post Office with a check for 150 00 made out to United States Postal Service 2 Fill out and print the MAC Gold Application and Form 1357 S by pressing the MAC Gold amp Form 1357 S button on the toolbar After the application is printed you will be asked if you want to print another form please print it out it will be your MAC Gold Agree
119. eview the 1357 S Form Click yes to preview it K Do you wish to PREVIEW the 1357 5 Form Yes No Cancel ves Click on the printer icon at the top of the preview page to print Please follow the instructions for signing and submitting the 5051 and 1357 S forms to the United States Postal Service 40 Getting Started Configure Hardware amp Software While you are waiting to receive your User ID amp Password from USPS you can configure your hardware and software by following the steps below 1 Install and Register Postal Package Partner Details on how to install Postal Package Partner can be found in the Installing PPP Section of this User s Guide 2 Install Hardware Details on how to install your scale and printer can be found in the Printer and Scale Section of this User s Guide 3 Configure Program Before you can begin using Postal Package Partner you will need to define your Program Settings by going to the Mailer Configuration Screen by going to File gt System Setup gt Mailer Configuration Detailed instructions on how to do this can be found in the Mailer Configuration Section 41 Postal Package Partner User s Guide Get Label amp File Certification From USPS Within seven days of receipt of your completed Forms 1357 S and 5051 the USPS will fax you your User ID and Password and mail you a test kit You will need to complete the Test and Certification process by printing test labels and c
120. f you believe your volume will eventually exceed the minimums due to business growth or diversion of shipping business from other carriers 2 Average You occasionally mail less than the minimum but on the average you are mailing over the required minimums 3 Aggregate You have multiple locations shipping in excess of the minimums when the volumes are combined SYSTEM REQUIREMENTS Microsoft GOLD CERTIFIED As a Microsoft Gold Certified Partner Partner Window Book follows Microsoft e published time line for phasing out support of retired MS products For more detailed information and the specific dates on Microsoft s Product Life cycles please visit Microsoft s web page on this subject http support microsoft com default aspx scid fh 5bIn 5d LifeWin Single User System Recommended Pentium 4 processor or better 2 2 GHz or better 1 GB RAM or more 20 GB free on hard drive for Postal Package Partner data 7200 RPM hard drive or better display adapter resolution must be able to accommodate 800 x 600 or greater display mode Desktop Operating System Windows XP Pro Vista Network Workstation Minimum Requirements Pentium 4 processor or better 2 2 GHz or better 1 GB RAM or more 10 GB free on hard drive for Postal Package Partner data 7200 RPM hard drive or better display must be able to accommodate 800 x 600 or greater display mode Desktop Operating System Windows XP Pro Vista Introduction and Support
121. field You MUST map and have data in either the Company Name or Last Name fields in order for the data to import You should also map the city state and ZIP as well If you change your mind about a mapping you did you can unassign a mapping using the Unassign button If you are importing from a text file with out any field names listed in the first record you can press the NEXT record button to view the contents of the file so you an see which field is which If there area field names in the first record you should check the Skip First Record on Import checkbox so that the field names are not imported as an address 162 Using Postal Package Partner Change Import Specification Import To PPP Package File Import Template Name JAddessee_Test4 Import File Type PpD o E File Type Tab Delimited Text Import File JO ForGene PPP_Test_ImportFiles Comma_orTab_Delmited Packagett 8 3 Delimiter Tab x V Skip First Record On Import IT Save Mappings On File Path Change IT Use Advanced Import Features H Get First Record Next Record Fields In the file you are importing from Fields you can import into No Type Field Name Matching Field String PREFIX String FIRST First Name Field2 No Field Name a 14 Customer Service Rep 15 Email Address 1 4 Assign String LAST Last Name Field1 Unassign gt 16 Email Address 2 String TITLE Pasition Title F
122. gain during shipment preparation Setup options also allow the SQL syntax used to locate your order information to be optimized for the ODBC data source you are using Advanced Multi Class Import Postal Package Partner s standard import engine can only import one class of mail at a time The Advanced Multi Class Import option allows you to define how you are storing information for different classes of mail different processing categories and special services It allows you to create package records for multiple mailing classes in a single import pass 153 Postal Package Partner User s Guide Importing Package Information Into PPP Difference Between Package And Addressee Import The Differences are as follows An Addressee Import will bring records into your Addressee file You can pull up an address from this file and create a package from it at any time If you have an order file and don t know how many parcels will be required for each order you can also import your order file into the addressee file mapping your order number to the addressee number If you have a database record for each parcel you are going to ship use the Package Import to create a package record for the parcel This will show up on the Print Labels Tab of the Daily Shipping screen so that you don t have to individually create a package from each address You can batch print the labels or you can scan an order number from a packing slip to weigh the parcels an
123. he Import Data option from the File Menu You will get a list of the import definitions that have already been created Press the Add button to create a new definition 160 Using Postal Package Partner EB Add Import Specification Bisi x Import To PPP Import Template Name Import File Type w File Type Comma Delimited Text Import File Delimiter IT Save Mappings On File Path Change fe Use Advanced Import Feature Fields In the file you are importing from Fields you can import into No Field Name a No Type Field Name Matching Field 0 Addressee No 1 assign 1 Last Name A 2 First Name ice 4 Position Title D Company Name 6 Address 1 Ee WP 7 Address 2 8 City 9 State Province 10 Zip Postal Code II Country 44 All 12 Phone Number 13 Package ID 14 Customer Service Rep None ad 15_ F mail Address 1 xl H Import Cancel Import to PPP You must first select which of the two files you want to add your imported records to If you are doing a package import where each record represents a package to be shipped select Package If you are importing orders or address book records choose the Addressee file option Import Template Name Enter a name for this Import Definition which also referred to as an import template Import File Type Press the Lookup button on the right to get list of available file types Currently you can s
124. he database format is of these files Some database formats can hold multiple tables in a single physical file which is why you may need to know which tables in which files you will be accessing If you do not have the appropriate ODBC driver for the database type used your software vendor can either sell you one or direct you to companies that can provide the driver you need After you select the ODBC driver that corresponds to the file type you want to read you will get this screen 236 Optional Modules ODBC Microsoft Access Setup New Sister D ataperze You should give this data source a name and enter it in the Data Source Name field then entry a description in the description field You would next press the Select Button in the Database section of the screen and select the database file you want to access You do not need to worry about which table in the database you will be accessing at this point If you are going to access both the order file and customer file and they reside in different physical databases you will need to create a different data source definition for each 237 Postal Package Partner User s Guide Configure ODBC Connect in PPP Determine the path where the ODBC Connect Parameters will be stored The default will be your data folder and no action is needed If you are ona network this means that all workstations will use the same settings This means that you must give your ODBC datasources t
125. he exact same name on each workstation If for any reason you would rather have separate settings for each workstation you can press the SETUP ODBC button on the preference screen and choose a folder on a local drive preferably one that will get backed up occasionally ODBC Setup Files Path CAWBAPS DATAS al Define your Settings Click on the ODBC Connect button in the Preference tab of the Mailer Configuration Screen ODBC Connect General Setup Primary Table Setup Look Up Table Type Order sl Data Source Name ODBC Test with Access Table Name ordertable Link Column Secondary Table Setup Look Up Table Type None sl Select a Primary table type You can look at a Customer table Order table or Invoice table Select the Data Source you want to use for the Primary table in the upper left of the screen and press the CONNECT button The tables in the data source will appear on the lower left of the screen You may need a user 238 Optional Modules name and password to gain access to the datasource ODBC Connect Order Primary Column Order Number S Microsoft Access Driver ODBC_test_wi Microsoft Access Driver PHD_USA Microsoft Excel Driver OC zb PremiumVVear Microsoft Access Driver Ryan_PhD Microsoft Excel Driver GG zk testsq SQL Server Test_with_Ryan Microsoft Access Driver Visual FoxPro Database Microsoft Visual FoxPro Dri Visual FoxPro Tables Microsoft Visual FoxPro Dri Char
126. icating properly and the relational databases are functional 5 Run the Relational Test PSA displays a check mark for each test that passes and an X for each task that fails during the relational engine test A summary report is also provided in the information window as shown in the following figure Relational Engine Test Results from PSA 6 After the relational engine tests complete click Finish to exit the PSA test Restarting Your Computer After Installation You should restart your Windows machine at the end of the installation process if any of the following are true e The installation program prompts you to reboot This may be due to installed files that could not be copied because they were locked in memory e You are using Windows 98 or Windows ME 74 Getting Started Common Questions After Installing Pervasive SQL Note This section contains information that you should read after running the installation program How Do I Use NetWare Directory Services NDS with Pervasive SQL V8 For information on Pervasive SQL support of NDS see the topic NetWare Directory Services NDS Formats on page 18 7 More documentation on how NDS relates to Pervasive SQL is available in the Knowledge Base of Pervasive s Home Page http support pervasive com kb Search using the keyword NDS on the Support section of the site How Do I Read the Online Documentation Pervasive SQL V8 documentation for Win32 platfor
127. id Express Mail Corporate Account to participate in this program Click OK then Close B Complete Mailer Configuration 1 On the top Menu Bar Go to File gt System Setup gt Mailer Configuration 2 On the Mailer tab Check the Test Mode checkbox down towards the bottom of the screen DO NOT click on the Add Test Records button This is currently for Priority Mail Test Records ONLY 3 Click on the Preferences tab Make sure that the label format that you are using is listed in the form type field 4 x 6 Thermal labels are usually the best for 1 ply Express Mail Manifest labels 4 Make sure the Return Address ID field has the return address you edited in part above 5 Click on the Manifesting tab Click on the check box next to Use Express Mail Manifesting 6 In the Starting Sequence No field type 12345678 7 In the In the Ending Sequence No field type 12345900 8 In the Current Sequence No field type 12345678 9 In the PIC Prefix field type EA 209 Postal Package Partner User s Guide 10 Click Close to close the Mailer Configuration window Import Your Test Records 1 Save the text file Exptest txt to your C WB P3 directory you should receive this file as an e mail attachment to this document 2 Launch Postal Package Partner and click on the Import Export button from the Navigator window Click
128. ieces with Delivery Confirmation some Signature Confirmation and some without any Confirmation Services you would create two fields one for Delivery Confirmation and the other for Signature Confirmation If you define Y as the trigger for the special service when there is a Y in the Delivery Confirmation field we will generate a Delivery Conformation label If the Y is in the Signature Confirmation field instead we will generate a Signature Confirmation label If neither have a Y the label will not contain any kind of Confirmation Services but if both are checked we will generate and import error since the two services cannot be used at the same time You will have to edit the record and decide which of the two services you will use before we allow you to print a label 228 Optional Modules Import Agent Overview of Import Agent The Import Agent is part of Postal Package Partner s Advanced Import Option which also includes our multi class import option and our upcoming ODBC connect feature that will let you look up order or customer information from other files via ODBC The Import Agent allows close to real time connectivity with any order entry or other program that can generate frequent exports of its shipping data How It Works You will create an import definition in our import engine then go to Import Agent Setup to create an Agent that will start looking for files to import When a file is found meeting your naming sp
129. ield4 GC 17 Invoice No String COMPANY Company Name Field 18 Order No String ADDRESS_1 Address 1 Field6 19 Dept Code ADDRESS_2 Address 2 Field CITY City Field8 20 Dept Cost Code 21 Private Ins Declared Y 22 COD Amount 23 COD Declared Value Number String String Number Column Type 2 a 5 w Ai String lt NONE gt 24 Weight 11 Number WEIGHT eight Field24 E 25 _ Class Of Mail 12 String PHONE Phone Number Field1 2 z 44 All 26 Flat Rate Envelope 27 PIC 28 Description None W 20 Back ane Number E H Import Cancel Column Type In the Advanced Multi Class Import the column type is used to map a number of special fields In the regular import it can also be used to handle concatenation of a ZIP code field that would hold a five digit ZIP and a ZIP 4 field that would hold the last four digits of the ZIP code You do not need to map the regular ZIP Postal Code field on the right Instead highlight the ZIP record on the left press the Column Type button and select ZIP from the pull down menu Next highlight the ZIP 4 field and select ZIP 4 as the type after pressing the Column Type button Instead of pressing the Column Type button you can also double click on the column type field with your mouse to get the pull down menu When the data is imported the two fields will be concatenated stuck together
130. in it amp then make it read only Making this file read only will force the Server to always be the machine that serves up the data This can be done from any machine including a workstation because the LOC file is located in the Data Directory of our program which actually resides on the Server If you are running a network version of your Datmail or Postmaster 5 01 or higher or Postal Package Partner 4 02 or higher with 2 5 users we require that you set up the Server as the Permanent Gateway For more detailed information on configuring a Gateway and its advantages go to http www goldstarsoftware com gateway asp Running the Workgroup Engine as a Windows Service A tool that installs the Workgroup engine as a service is available on the Pervasive Component Zone web site To download the tool visit the following URL and select the Toolbox WGE as an NT Service link http www pervasive com ComponentZone Component Lookup asp Functio n ShowComponents amp ID 6 amp Category Tools 2F Utilities gt After downloading the file 1 Place the tool in the BIN directory where your Pervasive files are installed 2 Shut down your Workgroup engine 3 Double click PVSW EXE to run the tool 4 From the menu choose Tools WGE as a Service The next screen provides the option to install the Workgroup engine as a service Before you do so click Info and follow the instructions provided 51 Postal Package Partner User s Guide Citrix I
131. in the list for the facility you have selected 201 Postal Package Partner User s Guide 4 Select the class of mail that is in INSIDE the sacks or trays you are drop shipping 5 Select what facility type you are going to Currently we can drop ship to ADC and SCF facilities We will be adding DDU s shortly and will add BMC s and ASF s when they are approved for Delivery Confirmation This approval is pending 6 Select whether you are drop shipping trays or sacks In most cases you will be required to put trays inside sacks so you would select Sacks You must get special permission to ship trays by themselves via Priority Mail 7 When you print the label it is to be attached to the USPS apply it to the PS Tag 161 Open amp Distribute in the space provided The shipping label must not cover the Postal Service section at the bottom of Tag 161 202 System Maintenance System Maintenance Overview Regular maintenance of your Postal Package Partner software will help improve the program s performance in the long run You can compare software maintenance to automobile maintenance Some tasks such as oil changes and tire rotation directly affect the performance of the car Others such as cleaning the inside of the car are more cosmetic 203 Postal Package Partner User s Guide Backing Up Your Data Backup of your files after every session will insure the ability to recreate those files if they are accidentall
132. in the upper left corner Payment Register Sample Report 2 12 2004 Permit Balance Report for 2 01 2004 to 2 12 2004 Page 1 Window Book Reference Job Lot PO of Mailing Permit Client Description Payment Window Book Starting Balance 0 00 222 1234 New Haven CT 06511 1 CL 250 00 1111 1234 New Haven CT 06511 1 cli Payment 1 000 00 123 test Old Saybrook CT 06475 2 Client Payment 999 00 66 99999 Hartford CT 06475 3 Client3 Payment 3 002 00 Company Total 5 251 00 Report Total 5 251 00 Summary Balance Report Choose a start date and end date range for this report 258 Optional Modules 2 12 2004 Permit Activity Summary for 2 01 2004 to 2 12 20 Page 1 Window Book Permit PO of Mailing Beginning Balance Postage Payment Balance 1 New Haven CT 06511 2 500 00 190 84 1 250 00 3 559 16 2 Old Saybrook CT 06475 2 750 00 88 54 999 00 3 660 46 3 Hartford CT 06475 500 00 113 50 3 002 00 3 388 50 Activity Report Single Permit Select a Permit a start date and end date range for this report 2 12 2004 Permit Activity Report Page 1 Window Book PERMIT 1 New Haven CT 06511 for 2 01 2004 to 2 12 2004 Date Stmnt Job Lot Client Description Postage Payment Balance Beginning Balance 1 51 2004 0 00 20 2004 2 1234 CL 3602 R Postage 53 20 53 20 20 2004 D 1234 cli 222 250 00 196 80 22 2004 0 1234 CL 1111 1 000 00 1 196 80 24 2 2004 1 1234 CL 3602 R Postage 137 64 1 059 16 Report 190 84 1 250 00 Activity for Period 1 059 16 Activit
133. ion that will extract only the data needed call for pricing We have already developed a custom paste for Yahoo Store owners who wish to copy directly from their Yahoo store email into Postal Package Partner Standard Export Capabilities Batch Export You can define a text file either fixed field length or delimited with the fields you want and export parcel data whenever you wish One option you have allows you to export all parcels that have been added or changed including new tracking information since your last export Package Information Logging This feature writes a dBase IV file to a selected folder as each record is saved to disk It creates a real time log of all additions changes and deletions made to the Package File It can be used to feed another program with postage and tracking information in very close to real time Advanced Connectivity Module This includes the Import Agent ODBC Connect and Advanced Multi Class Import for maximum flexibility whether you want to import data in batch mode or read external order and customer files in real time while preparing shipments 500 Option 152 Using Postal Package Partner Import Agent This allows Postal Package Partner to monitor a specific folder for incoming files and to import these files automatically The Import Agent can be set up for a folder on a LAN or WAN It may also be set up for a folder on a FTP site Once a user has defined an import template PPP
134. irements of your manifest Print these reports and present them with your packages at the post office You may also want to make copies for your records In PPP Gold there will be just one report the Gold Manifest Print this report and present it with your packages In PPP Standard there will be 7 options The necessary reports will be checked for printing according to the requirements of your manifest Print these reports and present them with your packages at the post office You may also want to make copies for your records The End of Day Procedure is complete 136 Using Postal Package Partner Communicating and Printing Statements amp Manifests After you have finished entering all of your package information in the Package Information tab of Daily Shipping and have printed and affixed the labels go to the Communicate tab Make sure that the manifest is correct and click the Communicate button Daily Shipping 1 29 2003 _ e 14 0000 d JERRY DOE 64 0000 CHARLIE DOE 50 0000 NANCY JONES 910160394591 600031 4260 915060394591 60 32 0000 DEBBIE SMITH 910160394591 600031 4277 91506039459160 63 0000 BARRY DOE 910160394591 600031 4284 915060394591 60 13 0000 OSCAR SMITH 910160394591 600031 4291 915060394591 60 12 0000 CHARLIE JONES 910160394591 600031 4307 915060394591 60 18 0000 QUINCY SMITH 910160394591 600031 431 4 915060394591 60 42 0000 DEBBIE DOE 910160394591 600031 4321 915060394591 60 69 0000
135. is to show your total postage fees and insurance costs broken out by Department Date 05 27 2004 VBI Page 1 Vinee OS ACPI Departmental Accounting Report For Dates From 05 24 2004 To 05 31 2004 USPS Private Cost Code Count Postage Fees Total Insurance Total Dept 123 Warehouse 123 10 Scales 2 7 70 7 70 0 00 7 70 123 12 Barcode Readers 2 7 70 7 70 0 00 7 70 123 Warehouse Totals 4 15 40 15 40 0 00 15 40 Dept 125 External 125 10 Add Ons 1 3 85 3 85 0 00 3 85 125 11 Scale Reader 1 3 85 3 85 0 00 3 85 125 External Totals 2 7 70 770 0 00 7 70 Dept 127 Documents 127 10 User Manual 3 11 55 11 55 0 00 11 55 127 11 Brochure Package 1 1 3 85 3 85 0 00 3 85 127 12 Brochure Package 2 1 3 85 3 85 0 00 3 85 127 13 Catalog 1 3 85 3 85 0 00 3 85 127 Documents Totals 6 23 10 23 10 0 00 23 10 05 24 2004 05 31 2004 Period Totals 12 46 20 46 20 0 00 46 20 Note If you are using an import file to enter your packages the Department Accounting and Cost Codes can be included in the import file The fields containing this information in your import file must be matched to the appropriate fields in Postal Package Partner in the import template 195 Postal Package Partner User s Guide Printing DaZzle Postage With Postal Package Partner Installing amp Configuring DaZzle To install DAZzle from Postal Package Partner open the File menu and choose System Setup gt Mailer Configuration and select the Preferences tab shown
136. ist Then Right Click For Help Advanced OpionName sn Newtttressee Now aa C Enable Enroute Barcoding Next Import Batch No IECH Custom Paste ES General i C1 Defaut First Class to Parcel Rate Service Option Electronic sl oO Default Priority to Flat Rate Serial No For oO Default Priority to Machinable Parcel Rate Electronic File No 00001580 oO Multi User Mode Current Sequence No O Use Preset Package Weights a For Package Identification Code 42512 oO Include Saturday In Business Days Calculation E Departmental Accounting Laser Substrates Customs ID Setup ki Require Dept Cost Codes oO Print Laser Substrates Form 3811 If Return Receipt Selected oO Scan Addressee Number On Shipping Screen S n zl PIC Format In Manifest fFulPic d Article Sequence No 00000216 Additional Advanced Settings Required Cancel 2 Double click to checkmark the option you want Checking Departmental Accounting forces all packages to have a Departmental Accounting Code Checking Require Dept Cost Codes forces all packages to have a Cost Code 3 Set up your Department Codes and Department Cost Codes from the Maintenance menu 193 Postal Package Partner User s Guide 4 When packages are input individually in the Daily Shipping screen the user is prompted for the proper Department Code and Departmental Cost Code which are chosen from a table of the existing values The package ca
137. items in the package can not exceed the weight of the package but can be less ii Enter the country of origin for the item If the item you are shipping was made in Japan than the country of origin is Japan not the USA where you shipped it from If the Origin is USA just check the USA checkbox If the country of Origin is not the USA press the lookup button to select the country iii Repeat A amp B for the two additional line items if necessary e Click on OK to return to the Shipping Screen then press Print and Save 10 The shipping label will now print 11 The Customs Form will now print Five copies of the Form will print on the report printer which must be signed and dated by the shipper The Forms must be cut if using the 2976 Form Folded in half if using the 2976 A Form and then placed in a 2976 E envelope which is affixed to the package and envelope If this is a commercial shipment a copy of the commercial invoice must also be place in the envelope along with the customs form If you print a high volume of forms you may not like signing all copies If this is the case you could use Appleton Zero Form carbonless paper which will allow you to sign just the top copy after the form has been correlated A sample of what the Customs Form looks like is below 222 Optional Modules CUT A AAO ENA TEOS ee United States Postal Service ll Customs Declaration and Dispatch Note 035 060 US Sender s Na
138. itle a Emit Address 300FrankinSteet Ciy Canby gel emo DUNS Number Of Company 01 234 5678 j You Print Your Own Barcoded Labels Estimated Start Date of Mailing G 3707 2002 amp H 8H HAAH Gei my DUNS number Yes C No Please provide additional information unique to your process or other issues Postal Rep Information optional First M Last Name TT gl Wep Telephon fp o Aea nd Dit IT V Save Ony X Cancel SB Print amp Save Version 3 01 Saturday September 7 2002 12 47PM First complete the information in the Primary Contact Information Section To enter the data simply click in the Company Field and enter your information To move to the next field select Tab on your keyboard Continue to fill out all of the fields in this manner You will need to type in your DUNS number If you don t have a DUNS number you can easily obtain one for free by calling DUN and Bradstreet at 888 814 1435 Mon Fri 8 00 A M 6 00 P M EST or by logging onto their web site at www dnb com Will you print your own delivery confirmation labels Select the appropriate answer The most common answer is Yes as PPP Standard prints your delivery confirmation labels for you However if you are going to use pre printed USPS labels select No Fill in the Estimated Start Date of Your Mailing by clicking on the Calendar Use the arrows at the top of the Calendar to choose the month th
139. kage Partner Ga Postal Package Partner with Electronic Delivery Confirmation and Manifesting 3 01 02 AD oe AE Pre 115 Postal Package Partner User s Guide Daily Shipping 116 Using Postal Package Partner Ways of Shipping a Package Ways of Shipping A Package Overview You have two ways to prepare a package for shipment either Manual or Import Manual Click the Daily Shipping button on the main Navigator screen Click the Package Info tab and type in the information that pertains to your package in the appropriate text boxes Ga Daily Shipping EPEA Domestic E 000000062060 l Babon Gene Technical Support 300 Franklin Street Click on the Rate button select the class of mail then click the Done button 117 Postal Package Partner User s Guide PPP Rate Selection Menu Select a Rate Priority Mail Select Special Services if desired E razirictad Dalivary E Pawn Recsiet Pagar Click on the radio button for either Delivery Confirmation or Signature Confirmation if you plan to use one of these features Place the package on the scale and ensure that the weight registers on the computer screen Click on the Print Label button to print a label for the package Click on the Save Only button if you wish to print all of your labels at once in the Print Labels screen Follow the End of Day Procedures for uploading a manifest and printing
140. kage to export package related information such as PIC number Identify the Selected Fields you want to export Check the Export Field Names checkbox Check the Delimited Fields radio button Set Delimiter to Comma Set Text Qualifier to Double Quote 169 Postal Package Partner User s Guide fod Add Export Specification Of EZ o Sforgenetextdo 1 test_export txt FT Package Processing Category Preset Package Product Cdl Click the OK button Click the Export button from the Export Data screen Click No at the Export Package Records screen aan ae Export Package Records Teutenberg2 Teutenberg Click the Create a Query button 170 Using Postal Package Partner Search E sport Name E vert Fila FileTo Export Mardel2 Package Mardell_Export Package MyTest Package Name Please Select a Query Option Package NewTrackingNoE xport Package Riana_Exports Ux Select a Previously Saved Query Package Stan_Test Package Test y Package Package Test_Export Package Teutenberg2 Do Not Apply a Quer Package Teutenberg_Test_1 D i doo Package b Change Delete Dk Close H Export Create a query that states PKG Date of Mailing is equal to 08 01 2002 or whatever date you want to use Query Wizard Add conditions by pressing the AND or OR buttons Press Change or Delete to modify a condition ERE Date ck MaialsE
141. l Notification To avoid long delays in notifying customers of shipments we recommend enabling the e mail option that send out e mails immediately upon uploading data to the USPS or Smart Mail The problem is that your clients will get tracking links to packages before tracking data is present To activate this feature press the Shipment Message button on the communications tab and check the Send Immediate Shipment Notice checkbox We recommend changing your shipment e mail notification message to say something like tracking information will be available using this link starting tomorrow This e mail and your package have been produced with Postal Package Partner from Window Book Inc Go to www postalpackagepartner com or www windowbook com to learn more Send Immediate Shipment Notice Restore Default Message Cancel Select Merge Tag DAILY OPERATIONS Creating parcels is done the same way for USPS and Smart Mail parcels but you will notice that under the Select Rates button is a checkbox for Smart Mail If this is checked the Select Rates button disappears as does the postage rate display When the box is checked the Customer Control Number fields appears at the upper right of the screen and you must be careful to be sure that the correct Customer Control Number appears here This number corresponds to the number you will be using in the pickup book and must be changed when you start a new manifest The n
142. l be uploaded to the USPS and the Smart Mail data will be uploaded to Smart Mail END OF DAY REPORT When you have the option to run the End of Day Report do so It will create separate reports for each Smart mail manifest listing the Customer Control Number in the report heading The USPS packages will list on a separate report You must be very careful not to give packages bound for Smart Mail to the USPS and visa versa 262 Optional Modules UPS Mail Innovations This feature allows you to ship your packages with either the USPS or UPS Mail Innovations or both 1 Go to the Mailer Configuration screen File Program Setup Mailer Configuration and click on the Preferences Tab 2 Make sure the label type is either 4x5 thermal or 4x6 thermal In the future we will also support 4x5 Laser or inkjet 3 Select UPS Mail Innovations E Mailer Configuration Sy a E lol x Mailer Preferences Manifesting Communications E mal Private Insurance Printers Verification Advanced Settings Label Type 1 Up Thermal 4 x 6 S Thermal Labels Ad 0 000 Class Of Mail PM el Priority Mail Return Address ID 100z Lyns C O Barthco International Navigator Color Configuration m Consolidator MV Open With Navigator Consolidator E Navigator Button Color RR S Mi ovations Navigator Button Text Color zl x Default To Consolidator Entry Preprinted Label Options M Enable Scan Of Zip Refe
143. le Edit PPPSupport Forms Checklist FAQs Need Support Window Delivery Confirmation Additional Forms For p Printer fe cl 2 amp Form 1357 S Other Services CZ Certification nso Instructions for filling out the Delivery Confirmation applications 1 Click on Delivery Confirmation amp Form 1357 S button fill in the questions and print it 2 Sign and date section 11 on the Form 1357 S before faxing it along with the Delivery Confirmation Application to the United States Postal Service at 202 268 7596 3 Mail in the application to the USPS Delivery Confirmation United States Postal Service Room 4200NB 475 L Enfant Plaza SW Washington DC 20260 4299 4 Fax the Shipper Information Form to 617 354 3961 5 If you want to get a Permit so you can start Manifesting with manifesting you don t have to put the Postage amount or a meter strip on your packages click on the Additional Forms for Other Services 6 Call 800 370 2410 so we can help you expedite the process Version 3 01 Friday November 22 2002 10 59AM Click on the Delivery Confirmation and Form 1357 S tab in the upper left hand corner under File 37 Postal Package Partner User s Guide USPS Application Forms KS g E lol x Fie Edit PPP Support Forms Checklist FAQs Meed Support Window Delivery Confirmation Additional Forms For Printer fe cl amp Form 1357 S Other Services CaA Certification da I Als DELIVERY CONFIRMATION amp FORM 1
144. le Labels that you will be required to submit to USPS You can easily complete this form using the USPS Applications Form Filler Software Click on the Printer Certification Icon Then click on the Same as Primary Contact Information button and the form filler will automatically populate some of the fields with the relevant information that you have already entered CS USPS Application Forms JEA 5 x File Edit PPP Support Forms Checklist FAQs Need Support Window Delivery Confirmation Additional Forms For lt lt Printer ats cl Ki amp Form 1357 S Other Services CA Certification a Instructions for filling out the Delivery Confirmation applications 8 Please Fill out this form STEP 3 PRINTER CERTIFICATION APPLICATION FORM m Backup for Contact Information First MI E Name Teresa Tabor Telephone G 7 441 350 Fax J 617 354 396 E mail teresa windowbook com Company Web Site if any m Printer Information Brand Name Brand Name Brand Name Model Number Serial Number Printer 2 Printer 3 Printer 1 Model Number Model Number Serial Number Serial Number V Save Only X Cancel E Print amp Save Version 3 01 Saturday September 7 2002 1 16PM Next enter the Name Model and Serial Number of the printers you will use to print your labels Click the Print and Save button to preview and print your Printer Certification Form You must sub
145. livery Confirmation If you have the Advanced parameter Disable Automatic Delivery Confirmation set you can put anything in this field to enable Delivery Confirmation Signature Confirmation If you map this field and if there is anything in it the piece will get Signature Confirmation Private Insurance If there is anything in this field the piece will have private insurance though you still have to enter an invoice number at the present time You also have to have a declared value If you also indicate COD you will not have private insurance since your COD fee includes USPS insurance Declared Value required for Private Insurance or COD COD Amount if populated and mapped the item will automatically be flagged for COD Delivery 242 Optional Modules ODBC Setup Options Doing a query on an ODBC data source involves creating SQL query statements Different databases often require different SQL syntax to achieve the desired results We have implemented some options that allow the user to optimize the SQL syntax for the file system they are using These options appear in the ODBC setup but you can also access them by pressing a button on a query form you can enable in the setup program This way you can try the different options until you get the query to work then go back to setup and disable the query form ODBC Connect Bete eee a You can set these in the ODBC Connect Setup Screen These are used primarily for
146. llowing options will appear In PPP Advanced there will be 11 report choices The necessary reports will be checked for printing according to the requirements of your manifest Print these reports and present them with your packages at the post office You may also want to make copies for your records faq Statements amp Manifests 1429 2003 S Wi Multi Class Manifest with 3877 d Multi Class Manifest MI Single Class Manifest 3600 PM Priority Statement C1 3600 R First Class Statement IT 3605 PR Parcel Post Statement IT 3605 BFR Bound Printed Matter Flats Statement C1 3605 BPR Bound Printed Matter Parcels Statement IT 3608 R Book Rate Special Statement O 3540 S Special Services Statement 3877 Firm Book Statement 138 Using Postal Package Partner In PPP Gold there will be just one report the Gold Manifest Additional reports will be checked for printing according to the requirements of your manifest Print this report and present it with your packages Ei Statements amp Manifests 1429 2003 S KI 3600 PM Priority Statement Gold Manifest In PPP Standard there will be 7 options The necessary reports will be checked for printing according to the requirements of your manifest Print these reports and present them with your packages at the post office You may also want to make copies for your records 139 Postal Package Partner User s Guide tad Statements 1429 2003 a KI 3600 PM Prio
147. lti class multi special services importing Postal Package Partner can do two types of Imports to handle three different import requirements Which one is best for you Package Imports If you can generate a file that will have a record for each package the package import will create the shipping records for each parcel To do this successfully you must know how many parcels will make up each shipment or ship one parcel per shipment all the time Addressee Imports The Addressee file in Postal Package Partner can be used as either an address book or order file This means that importing into the Addressee file can serve one of two purposes Order Imports If you are using Postal Package Partner to fill orders and do not know how may packages it will take to fill an order you can import your order information into our Addressee file Your order number would be mapped to the addressee number Address Book Imports If you need to be able to do shipments and draw your information from a address book to reduce data entry you can import data from an address database and even keep it in synch by defining the unique customer ID in the field mappings This will allow the import process to add new addresses and update existing addresses Creating an Import Definition You can create many different import definitions to import different types of files you may need to import You must first select the Import Export option from the Navigator Menu or t
148. map your network drive to a logical drive letter i e P in place of a server name i e Serverl1 Then follow the same steps in the Standalone Installation Section but you should specify a network drive for the installation directory 2 Next you will need to run the Network Workstation Utility on all other computers that will be using Postal Package Partner Network Utility Download the Workstation Utility from the Window Book web site by clicking here Prior to running this utility it is important to take a moment to learn about Window Book s Directory Structures It is important to maintain this structure the actual directory names can be different because of the way the programs are designed Window Book products use a main directory folder common to all of our products called Bookshelf then a subdirectory where each product is installed which is different depending on the product The default Bookshelf directory is lt Drive gt wb and the default subdirectory for Postal Package Partner is lt Drive gt wb p3 79 Postal Package Partner User s Guide E Explanation CS E Explanation of Window Book directory structures Window Book products use a main directory folder common to all products called the Bookshelf then a subdirectory where the particular product is installed which is different depending on the product The default Bookshelf directory is Drive AND and the default subdirectory
149. me and Address Norm et adresse de rexpediteur Addressee s Name and Address Nom et adresse du destinataire WINDOW BOOK 16 ERDMONT CLOSE 300 FRANKLIN ST ENGLAND GREAT BRITAIN AND NORTHERN IRELAND GE M 02139 List of Contents Designation du contenu Please Print Qty Value Crakur Met Weight Poids net BOX OF FORMS 1 133 00 His Ee a a 5 i nsured No Toure Amou SDR Insured Value Postage Gross Weight i US 0 00 0 00 US 38 75 Zu 0 oz S i Check One O Commercial Sample Echantillon commercial Cl Documents O Gift Cadeau WI Merchandise f i Sender s Instructions in Case of Nondelivery Sender s Signature and Date Signature de expediteur et date A i Uosto ies de Fexpeditoar en cas de roniwaison ElReturm to Sender Marsan a livina NOTE Item subject to retum charges at sender s expense certify that the particulars given in the customs declaration are correct and that this tem does not contain amy dangerous article prohibited by postal regulations Notice to senders Copy dot this customs delearation is filed at the post office for 30 days from the date of mailing PS Form 2076 A Oct 2001 Do not duplicate form without USPS approval Copy 1 Customs Declaration 223 Postal Package Partner User s Guide Importing International Packages When creating or changing Import Templates you will notice that there are 2 check boxes which indicate if your file contains Domestic and or International
150. ment 3 Please sign and date the following forms The MAC Gold Application right below your DUNS Number Request for Computer Access in Box 11 Form 1357 S MAC Gold Agreement The Mailer section on the last page Express Mail the Manifest Application 1357 S Form and Manifest Mailing Agreement to MAC GOLD DEPARTMENT National Customer Support Center United States Postal Service 6060 Primacy Pky STE 201 Memphis TN 38188 0001 5 The Mailer will be contacted by the USPS within 3 business days after receipt of the application with their Delivery Confirmation login and password information 6 Soon thereafter the mailer will be contacted by a local USPS representative who will confirm their first day of mailing 7 Within a week after mailing starts the local USPS representative will visit the mailer to make sure proper software equipment and procedure are being used Version 3 01 Wednesday November 20 2002 4 56PM Click on the Permit Application button in the upper left hand corner NOTE If you already have a permit with your local post office there is no need to complete this application Simply use your existing permit number 29 Postal Package Partner User s Guide Complete the information on the Permit Application screen To enter the data simply click in the appropriate field and enter your information Press Tab on your keyboard to move to the next field Continue to fill out all of the fields in this ma
151. mit this form along with 20 test labels from each label printer you will be using to the address at the bottom of the form 25 Postal Package Partner User s Guide 26 Getting Started When You Can Begin Shipping Upon receipt of your labels and electronic test file USPS will test both the quality of your labels and the content of your test file Upon Approval USPS will send you a copy of your Postal Form 3152 and you are ready to begin shipping with PPP 27 Postal Package Partner User s Guide GOLD Version Obtain DUNS Number You need to obtain a DUNS Number if you don t already have one This stands for Data Universal Numbering System and has become the standard for the company identifier in EDI and Global Electronic Commerce Transactions Your DUNS Number is a nine digit number issued by Dun and Bradstreet amp is used by the Postal Service to uniquely identify your organization when you transmit your data to their Server daily If you are planning to ship from more than 1 location you will need to apply for a separate DUNS Number for each location You can apply for a DUNS Number if you don t have one by going to D amp B s website at www dnb com or by calling D amp B at 1 800 333 0505 Online applications will be mailed to you within 5 business days If you call for your DUNS you can receive it within minutes 28 Getting Started Setup Permit Account You will be required to pay a one time fee of 125 to USPS to
152. mits from the Return Address Maintenance screen and associate a permit to a return address There will be a separate Manifest created for each permit mailed Multi Manifest Add the ability to create multiple manifests and multiple permits and then associate them with different client and or job data Postal Package Partner s postage statements will then print your client job and mailing agent data on your statements for you Permit Balance Tracking This is an add on to the Multi Manifest Module It adds the ability for you to easily keep track of the balances in all of your Permit Accounts Smart Mail Postal Package Partner s SmartMail Module creates Parcel Select shipping labels for parcels that weigh one pound and over Shipping labels include the consolidator s corporate indicia a Delivery Confirmation barcode delivery and return address information and label endorsements Parcel Select labels also include the concatenated Confirmation and Routing barcode required by USPS Because Postal Package Partner generates the USPS Standardized 16 Introduction amp Support label with its final Confirmation Services tracking number over labeling by SmartMail can be avoided UPS Mail Innovations Postal Package Partner s UPS Mail Innovations Module prepares your Presorted STD and Media Mail parcels for pick up by UPS Mail Innovations Shipping labels include a confirmation services barcode along with the delivery and return addre
153. mport configuration then click the Done button PPP Rate Selection Menu Select a Rate Priority Mail Select Special Services if desired restricted Delivery mairi paecaiol Pagar m m m m m Click on the radio button for either Delivery Confirmation or Signature Confirmation if you plan to use one of these features if not already included in the import Place the package on the scale and enter the weight into the program if not already included in the import Click the Print Label button to print a label for the package Click the Save Only button if you wish to print all of your labels at once in the Print Labels screen 120 Using Postal Package Partner Follow the End of Day Procedures for uploading a manifest and printing reports 121 Postal Package Partner User s Guide Creating A Package By Hand To create a package manually Click the Daily Shipping button on the main Navigator screen Click the Package Info tab and type in the appropriate address information Ga Daily Shipping Pone Domestic E 000000062060 l Babon Technical Support 300 Franklin Street 2 03 2003 E C Flat C s Click on the Rate button select the class of mail then click the Done button 122 Using Postal Package Partner PPP Rate Selection Menu Select a Rate Priority Mail SW restricted Dalivery E Hain Pacai Pager Click on the radio butto
154. mputer Check to see if the printer and computer have a USB port The USB port on the printer is usually a small square connector and a small rectangular connector on the computer You can purchase an A to B USB cable from almost any computer store to connect your USB compatible printer to the computer If your computer has a USB port and you are running Windows 98 ME or 2000 but your report printer does not have a parallel port you can purchase a special USB to Parallel printer cable that will let you connect your non USB printer to your USB port This can be purchased at most computer stores but if you have trouble finding it you can purchase one from Window Book You can purchase an IEEE 1284 Compatible Automatic Printer switch Autohub that will switch between the two printers automatically using the one printer port you have DO NOT USE MANUAL PRINTER SWITCHES They rarely will work with the Eltron Printer and users often forget to change the switch selection which wastes lots of paper and labels You will also need a 25 pin to 25 pin IEEE 1284 cable to connect the printer switch to the computer If you can not find this elsewhere Window Book can sell you the AutoHub and cable You can install an extra parallel port LPT2 card so both your printers can be connected to parallel ports This is inexpensive but you have to install the card in the computer If you are on a network use a network printer to print your reports statements
155. ms is in Microsoft HTML Help format To read the documentation select Start gt Programs gt Pervasive SQL V8 gt Documentation gt Pervasive SQL V8 from the Windows Start menu You can also view the documentation in the form of Adobe Acrobat PDF files These PDF files are available on the Pervasive SQL V8 Server Edition CD ROM There is also a README file on the distribution media that has the latest changes and additions to Pervasive SQL V8 What Files Are Installed as Part of Pervasive SQL V8 Once installed the Pervasive SQL files reside in the following directory structure This structure is located on the SYS volume on the Windows machine from which you installed Pervasive SQL Server for NetWare SYSTEM NLMs and all other system files PVSW BIN CLIENTS Pervasive SQL client setup programs DOS DOS Pervasive SQL Requester files These files must be manually copied to a DOS client TRACE Requester files for Windows 32 bit operating systems and the Pervasive SQL Windows client installation program WIN32 Pervasive SQL Windows client installation program DEMODATA A sample SQL database SAMPLES Sample data file SAMPLE BTR and sample alternate collating sequence file UPPER ALT This database is the default database fo Btreive security This structure is located on the Windows machine from which you installed Pervasive SQL Server for NetWare C Program Files Common Files Pervasive Software Shared 75 Postal Package P
156. n Data Entry in this Guide Online Learning Center Clicking on Online Learning Center will take you to a web page where all of our online Training Tutorials are posted for FREE access Product Information Clicking on Product Information will give you access to choose from either the Window Book main website or the PPP product page About PPP Clicking on About PPP will bring up this troubleshooting information access panel 12 Introduction amp Support About Postal Partner 300 Franklin Street Cambridge MA 02139 U S A Window n dowBoo k tes emr www windowbook com Rot mart Postal Solut Orns sales windowbook com i Package Partner Advanced 4 02 04 11 TT0013 Version 4 02 04 11 Compiled 8 27 04 Copyright 2000 2004 by Window Book Inc All Rights Reserved Operating Platform is MS Windows NT 2000 xP Additional Information About General License Trademark Copyright Statement What s New Functionality What s New Data Base MORE About Gives you access to Database Version Info PPP Registered Options and Environment information What s New Functionality Gives you access to release notes What s New Data Base Gives you access to database read me information Technical Support Via The Web You can access support from any of the www windowbook com webpages via the TECH SUPPORT icon KA Support Or access from the SUPPORT button link in the left hand column on all
157. n for either Delivery Confirmation or Signature Confirmation if you are using either of these Place the package on the scale and ensure that the weight registers on the computer screen Click on the Print Label button to print a package label or Click the Save Only button to save the label without printing it You can then later print all of your labels at once from the Print Labels screen which may be more efficient Follow the End of Day Procedures for uploading a manifest and printing reports 123 Postal Package Partner User s Guide Custom Paste For Yahoo Store Owners This feature is designed for users of Postal Package Partner who have also set up a Yahoo Store Open File gt System Setup gt Mailer Configuration gt Advanced Settings In the far right of the Advanced Settings Tab in the grey area there is a field called Custom Paste Enter the number 4 in this field Click OK to close Mailer Configuration Ed Mailer Configuration Or x Mailer Preferences Manifesting Communications E mail Private Insurance Printers Verification Advanced Settings Select An Item In The List Then Right Click For Help Advanced Option Name 4 Next Addressee No 41117 Delivery Confirmation Preferences Next Import Batch No 0 O Disable Automatic Delivery Confirmation For First Class Custom Paste ER C Disable Automatic Delivery Confirmation For Priority Mail 5 O Disable Automatic Deli
158. nce numbers and prefix assigned by the USPS are populated The International Button that appears under Express Mail Manifesting area will allow the user to set their ICM discount This discount is adjusted 90 days 3 Communications E Mail Press the Customs Form Settings checkbox and make sure Test Mode checkbox is checked while testing but unchecked when customer goes live Also the port for the communications is defined here Port 80 is normal Some systems use 8080 It is the same port used by the web browser 4 ICM Discount Your ICM discount is applied against the full price of your shipments as documented on the manifest automatically when funds are drawn from your corporate account You will also be able to run reports showing your adjusted postage after discounts have been applied NOTE At this time Global Express is not supported if the DAZZLE interface is enabled 213 Postal Package Partner User s Guide Using Global Express Mail Manifesting 1 When creating a package select the International address type at the top of the entry screen or select an International address from your address book 2 Enter the address where the package is going Make sure to select a destination country from the pull down list If using ODBC connect the country name in the customer s database must match our country name exactly We can provide a CSV file of valid country info for your Order Database Application If you don
159. nd an X for each task that fails during the transactional engine test A summary report is also provided in the information window Once your transactional engine tests are complete click Next to test the relational engine 4 Test the Relational Engine PSA performs a series of tasks to ensure that the relational engine is working properly Relational Engine Test 57 Postal Package Partner User s Guide Click Next to run the tests and see the results Note It is recommended that you perform this test to ensure that the relational engine is communicating properly and the relational databases are functional 5 Run the Relational Test PSA displays a check mark for each test that passes and an X for each task that fails during the relational engine test A summary report is also provided in the information window 6 After the relational engine tests are complete click Finish to exit the PSA test Now you are ready for Step 2 Installing the Client Components on each workstation 58 Getting Started Installing Client Components When you have completed the Server installation map the server you will be installing from to a drive letter on the workstation 1 Click Start gt Run then type lt drive gt pvsw clients win32 setup where lt drive gt is the drive letter to which the server is mapped If this folder is not visible from the Workstation put the files contained in this folder in a directory
160. ng to the next item when using the UP or Down Arrow keys to navigate 129 Postal Package Partner User s Guide Advanced Tagging By clicking the Advanced Tagging button 1 you will get a menu of the tag types which may either be Selected or De selected faq Daily Shipping 1707 2003 E CARTS TA EC TE IOC JERR i ia NANCY JONES DEBBIE SMITH BARRY DOE OSCAR SMITH CHARLIE JONES QUINCY SMITH DEBBIE DOE BARRY SMITH WAYNE DOE FRANK DOE NANCY DOE IDA JONES ADAM JONES TERRY SMITH C QAdvanced Tagging 2 fe 2 2 2 2 2 oi s i The Printed Unprinted radio buttons are used to mark or unmark which 130 Using Postal Package Partner labels have been printed not been printed The Unrecorded Recorded radio buttons are used to mark or unmark which packages are checkmarked on the End of Day Report and verifies that they have been scanned for shipment Any package that has not been scanned will show up as unchecked on the End of Day Report The Zero Weight button identifies packages that have net been weighed The Modified Unmodified buttons are used to identify packages that have been changed or are intact from their original processing 131 Postal Package Partner User s Guide Keystroke Shortcuts Additional Windows Tagging Conventions that are now supported in PPP include the following Enabled mouse keystrokes Single Click marks a record reverts to single select mode if range is sele
161. nifesting Submission of Customer Printed Labels for Printer Certification form 2 You will need to include the 20 labels you printed with this form 211 Postal Package Partner User s Guide Submit Your 20 Test Labels and All Documentation Express mail Do Not use UPS or FedEx your 20 test labels and all supporting documentation to the following address ATTENTION BARCODE CERTIFICATION NATIONAL CUSTOMER SUPPORT CENTER US POSTAL SERVICE 6060 PRIMACY PKWY STE 201 MEMPHIS TN 38188 0001 NOTE You must return to the Mailer Configuration Tab under File gt System Setup and UNCHECK Test Mode 212 Optional Modules Global Express Mail Manifesting Setting up Global Express Mail Manifesting Prerequisites Postal Package Partner Enabled for Express Mail Manifesting The Global Express Manifesting Registration option enabled Full time Internet Connection with port 80 or 8080 open Must go through Express Mail Manifesting application process and indicate you will be shipping via Global Express Must submit Manifest samples sample labels e Must have phone numbers entered in all return address records Mailer Configuration Settings 1 Printers Make sure report printer is selected Currently the Customs Form Printer is just for Laser Substrates forms that are still used with APO FPO shipments 2 Manifesting Make sure Use Express Mail Manifesting checked and that the starting and ending seque
162. nner When finished on this screen click Print and Save and three pages will print out including Instructions for Submitting Your Permit Application 30 Getting Started Complete MAC GOLD Application You can easily fill out the MAC GOLD Application using the USPS Applications Form Filler Software Click on the MAC Gold and Form 1357 S button Please Fill out this form Eile E A MAC GOLD MANIFEST MAILING SYSTEM APPLICATION Complete the information on the Mailer Information tab then click Next to get to the Mailing System Information tab Complete the information on the Mailing System Information tab then click the Print and Save and Post Info Online button This action will open up your Web browser and load a page that you will need to fill out and submit NOTE You MUST have a permit to mail Priority Mail and or Parcel Post to submit this application Fill it out confirm that the information is correct and click the Submit button You will then be asked to print out the MAC Gold Application and 1357 S Forms 4 pages Next you will be asked to print the MAC GOLD AGREEMENT 4 pages Follow the printed instructions to sign date and mail the paperwork 31 Postal Package Partner User s Guide Configure Hardware amp Software While you are waiting to receive your User ID amp Password from USPS you can configure your hardware and software by following the steps bel
163. nning a Pervasive SQL engine You do not need to have the same member list for each Pervasive Admin group Note If the Pervasive_Admin group is created at a lower level in the NDS tree than the Novell server to which it corresponds members of the group cannot access the database engine unless they have Novell administrator rights The attempted login to the Pervasive SQL server from the PCC fails with the message You have entered an invalid password or user name If you have additional questions on this topic or would like to review examples of NDS trees and user rights please refer to the section Additional Information on Pervasive_Admin and NDS in the HTML file http www pervasive com support updates psqlall asp NetWare TurboFat on NetWare Servers On NetWare 4 x 5 x and 6 x servers data files can become corrupt in the NetWare cache or Turbo cache The actual data file on the disk is fine and if you rebuild the data file you will not lose any records If you do lose records while rebuilding that would indicate true corruption and not the turbo cache problem One workaround has been to down the server to clear the cache This can be used as a test as well by getting a status 2 on a read of a record downing the server to clear the cache and then reading that same record again If you can read it successfully it is a good indication that the problem is in the turbo cache This issue is not unique to Btrieve files it can be an
164. nning to ship from more than 1 location you will need to apply for a separate DUNS Number for each location You can apply for a DUNS Number if you don t have one by going to D amp B s website at www dnb com or by calling D amp B at 1 800 333 0505 Online applications will be mailed to you within 5 business days If you call for your DUNS you can receive it within minutes 34 Getting Started Setup Permit Account You will be required to pay a one time fee of 125 to USPS to establish an account and to keep sufficient funds on deposit in this account to cover your mailing costs If you plan to do Express Mail Manifesting you must also set up a Corporate Account You can easily use the USPS Applications Form Filler software to quickly and easily fill out the Permit Application 35 Postal Package Partner User s Guide Apply For User ID amp Password From USPS You can easily fill out the paperwork required to obtain your USPS Mainframe User ID amp Password by using the USPS Applications Form Filler Software The first screen that you will see once you have opened the USPS Applications Form Filler Software is a grey box titled Preferences Select Advanced Version and click Next Preferences Setup Questions Window Next you will see instructions for filling out Forms 5051 and 1357 S These instructions will print out later when you print your completed forms 36 Getting Started USPS Application Forms Fi
165. nnot be saved or printed until the codes are chosen ad Daily Shipping E Package Info Print Labels Communicate Express Mail C 0 D Mail APO FPO Shipments Calculation Result Address Ippe Clear Entries Ret Addr Addressee No 000000029278 3 Delivery C Last Name opel al 300 FRANKLIN ST Delive First Name MI E CAMBRIDGE M 02139 0000 7 Signat Posiionv Title Company Name Walls DistibutionSves al Package ID Address 1 1055 North BaleySt Description Ir Address 2 City BUFFALO zl State Iw Department Code Zip Code 14226 Al _ Check Address Phone No E Mail Info Date Of Mailing 5 27 2004 g E Select Rate Quantity 1 Proc Cat C Letter Flat e Machinable Parcel Non Machinable Parcel Declared Value 0 00 EOD Amount 0 00 Weight EEA lbs D Ibs 5 oz V Use Scale Label Endorsement Save Qk Close ES Custom Paste EA Advanced Paste SI Only 5 When you click the down arrows in either the Department Code or Department Cost Code box you get a drop down box which allows you to choose the appropriate codes entered in step 3 Department Cost Code RATE Priority Mail Zone 4 194 Using Postal Package Partner Reporting 1 The Departmental Accounting Report 4 Reports gt 1 Shipping Reports gt 2 Departmental Accounting from the main Navigator Screen can be produced on a weekly or monthly or other bas
166. ns that may interfere with the Pervasive SQL installation A dialog box will appear if applications are running that can intefere with the installation of Pervasive SQL Exit all of the programs that may interfere then click Next Note Next will not proceed with the installation unless you exit all programs that may interfere If you had a previous version of Pervasive SQL clients on your system Pervasive System Analyzer will archive it before installing the current version Note If installed files could not be copied because they were locked in memory a reboot may be necessary at this point Setup only prompts for a reboot if a locked file or some other event was detected that requires a reboot Please reboot your system if prompted to do so in order to ensure proper operation of your Pervasive SQL V8 product 72 Getting Started A dialog appears that shows the status of the installation process Installation actions include but are not limited to the following e Script operations e Component registration e File copying e Shortcut creation e System registry updates A dialog will appear at the end of a successful installation Click Finish to complete the installation TESTING Testing is not required but it is strongly recommended to be sure that the Pervasive SQL Database Engine is running properly 1 Testing the network communications from the client machine to the machine running Pervasive SQL Server For
167. nstallations Supported Environments You may install the Pervasive SQL database engine in any of the following environments Windows NT 4 Terminal Server SP6a Windows 2000 Terminal Server SP1 Windows NT 4 Terminal Server SP6a with Citrix MetaFrame 1 8 Windows 2000 Terminal Server SP1 with Citrix MetaFrame 1 8 Only one instance of the database engine may run on any terminal server platform You cannot run separate copies of the database engine within two or more terminal sessions Installation To install Pervasive SQL on a terminal server you must be logged into the terminal server as a user with system administrator rights Windows NT Server Prior to installation you must switch the terminal server to install mode using the change user install command This ensures that the software is available to all users after installation When the installation is complete you set the terminal server back to runtime mode using the command change user execute Windows 2000 Server Install Pervasive SQL through Add New Programs Start Settings Control Panel Add Remove Programs Add New Programs The operating system automatically handles the changing of terminal server modes 52 Getting Started PSQL Client Server Installations 53 Postal Package Partner User s Guide Windows Servers Installing Server Components Note You must install the Pervasive SQL Server for Windows at the server itself you cannot install it remotely
168. nsurance in the Using Postal Package Partner Section for Details on setting this up c If you are using the 2976 A Form enter the Harmonization Code from the pull down menu The Harmonization Code is not required for the 2976 Form C22 Outbound Harmonization Codes 2101100 2 Hams shoulders and cuts thereof with bone in salted in brine dred or smoked Instant coffee not flavored Extracts essences and concentrates of coffee other than unflayored instant cof Preparations with a basis of extracts essences or concentrates or with a basis o Blend syrup Ch1 add US note 4 preparation w basis of extract essence or co Blend syrup Ch1 add US note 4 preparation w basis of extract essence or cc Preparation ov 65 sugar Ch1 add US nte 2 w basis of extract essence or cc Preparation ov 65 sugar Ch1 add US note 2 w basis of extract essence or Preparation ov 10 sugar Ch1 add US nte 3 w basis of extract essence or cc 21011258 Preparation ov 10 sugar Ch1 add US note 3 w basis of extract essence or 21011290 Preparations nesoi with a basis of extracts essences or concentrates or with a 2101200 Bellies streaky and cuts thereof of swine salted in brine dried or smoked 21012020 Extracts essences or concentrates of tea or mate 21012032 Preparations with a basis of extracts essences or concentrates or with a basis o 21012034 Blend syrup Ch1 add US rte 4 preparation w basis extract essence concent 21012038 Blend syrup Ch1 ad
169. o be batch printing labels we recommend displaying just one or the other You can do this by selecting USPS or RR Donnelley from the Entry Type drop box that now appears at the bottom of the screen under the print button 266 Optional Modules Communicate Tab This tab is used to close manifests and upload contents to the USPS and or RRDL Press the Communicate button When you press the button you will see a list of all manifests available for upload and closure You can check off which ever ones you wish to close and upload then press the Communicate button on this browse lt Insert Screen Shot gt Only 1 USPS manifest will be displayed on this list and it will only contain information for packages whose mailing date matches the date on the communicate tab when the original Communicate button was pressed The RR Donnelley manifests will include unshipped parcels for the last 10 days that have not been uploaded yet If you have been working on a single manifest for multiple days the older parcels will be rolled forward to the current manifest date After the communicate button is pressed the USPS manifest data will be uploaded to the USPS and the RR Donnelley data will be uploaded to RR Donnelley END OF DAY REPORT When you have the option to run the End of Day Report do so It will create separate reports for each RR Donnelley Logistics manifest listing the Customer Control Number in the report heading The U
170. of each time the Import Agent was run for that configuration and how many files were imported in each session The Files In column shows you how many files were found that matched the file name or file mask specified Files copied indicate how many files were imported and copied to the storage folder Running the Import Agent CH Import Agent Setup x Setup History Import Agent Name Last Run Import Aqent Tes vie B L H 05 07 EM Dr f 2 YI Kiesler_1 peee 08 06 5003 12 57PM 08 06 2002 12 SPM MauiBabeTest Inactive 07 17 2002 04 45PM 07 17 2002 05 06PM Test_With_Ryan Active 08 02 2002 04 20PM Insert IC Change CH Delete Start Import Agent 233 Postal Package Partner User s Guide Press the Start Import Agent Button at the bottom of the Import Agent Setup Screen The status of the definitions on the list will become Active You can then close the screen by pressing the Close button You will see on your task bar a second Postal Package Partner icon If you click on it you will see how many cycles the agent has been active and how many import files are the various paths involved with the process tad PPP Import Agent lel EZ Cycles Files In Import Directory Files In Work Directory Files Imported To PPP Files Added To Archive o Oo oa GC Stopping the Import Agent To stop the Import Agent go to the task bar at the bottom of your screen select the second PPP icon
171. of the pages 13 Postal Package Partner User s Guide Introduction amp Support Optional Modules Express Mail Manifesting Add the ability to do Express Mail Manifesting to your Standard or GOLD Program This feature is already included in the Advanced Version Global Express Mail Manifesting Add the ability to do Global Express Mail Manifesting and enjoy the following benefits Easy electronic postage payment of Global Express Mail Shipments qualify for Postal Service discount Saves labor by printing the necessary customs forms on plain paper Requires no minimum volume to qualify for Postal Manifesting International Manifesting This module allows you to process and ship your international shipments in order to produce a combined Domestic and International Manifest The following mail classes are supported e Global Priority Mail e Global Airmail Parcel Post e Global Airmail Letter post e Global Economy Parcel Post e Global Economy Letter post ODBC Connect A Postal Package Partner option which allows you to access databases from other programs in real time via ODBC It allows you to look up order invoice or customer information so that batch export import processes can be eliminated It is designed to allow a shipping workstation to access individual orders or customer data as packages need to be shipped Advanced Connectivity The Advanced Connectivity Module adds the following 3 Features to your Postal Pack
172. of the test records are Tagged with a check mark You may use the Tag Untag button in the bottom left of the window to Tag the appropriate records 4 Click the Print button at bottom 20 labels should print out Communicate Your Test Shipping Records Electronically 1 Make sure that you are connected to the Internet by opening your Internet browser 2 In PPP click the Daily Shipping button on the Navigator screen and open the Communicate tab 3 All of the same test records should appear in this window Click on the Communicate Button 4 You will be asked if you want to print out the End of Day Report Click Yes 5 You should have 100 records listed as Express Mail packages 6 You will be asked Is the Daily Report Correct Click Yes 7 Your Express Mail Test Files will upload to the USPS web site 8 If it does not print out automatically print Form 3152 e by clicking on the Form 3152 button at the bottom of the Communicate screen Print Your Supporting Documents A Express Mail Manifest 1 From the PPP Navigator screen go to Report gt Shipping gt Express Mail Reports gt Manifest 2 Print out the report for today 3 Click Cancel after it prints B Express Mail Manifesting Submission of Customer Printed Labels for Printer Certification 1 Go to your USPS Test Instructions Guide and fill out the Express Mail Ma
173. ommunicating a test file to the USPS Server When you do this you will also need to fill out the Printer Certification Form to include with your Sample Labels that you will be required to submit to USPS You can easily complete this form using the USPS Applications Form Filler Software Click on the Printer Certification Icon Then click on the Same as Primary Contact Information button and the form filler will automatically populate some of the fields with the relevant information that you have already entered CS USPS Application Forms JEA 5 x File Edit PPP Support Forms Checklist FAQs Need Support Window Delivery Confirmation Additional Forms For lt lt Printer ats cl Ki amp Form 1357 S Other Services CA Certification a Instructions for filling out the Delivery Confirmation applications 8 Please Fill out this form STEP 3 PRINTER CERTIFICATION APPLICATION FORM m Backup for Contact Information First MI E Name Teresa Tabor Telephone G 7 441 350 Fax J 617 354 396 E mail teresa windowbook com Company Web Site if any m Printer Information Brand Name Brand Name Brand Name Model Number Serial Number Printer 2 Printer 3 Printer 1 Model Number Model Number Serial Number Serial Number V Save Only X Cancel E Print amp Save Version 3 01 Saturday September 7 2002 1 16PM Next enter the Name Model and Serial Numbe
174. on for each field by pressing TAB when you are done with each entry After you are done with one line the next line will be inserted automatically without having to press the INSERT Key You can see a running total of the number of fields and total record length at the top of the screen as you go When you are done entering press the ESCAPE key to end entry You can re arrange fields at any point using the MOVE buttons If you forgot a field and press the INSERT key to add it it will be placed at the bottom and you must use the MOVE UP button to move it into the correct position When you are done you should check your work by pressing the VIEW RECORDS button which will show you the first record parsed out This should match your specification 157 Postal Package Partner User s Guide s View Import File FIXED_FIELD_TEST Jump To Record 0 Record No 32 Field From To Import Field Name SEO Column Column Ode ee VTT E WINDOW BOOK INC _ 300 FRANKLIN STREET Department _L TECHNICAL SUPPORT City CAMBRIDGE State Zip 00 OUT Oo Kg oF Print D First Record Next Record Ge Close You should press the NEXT Record button to see if the 2nd record is parsed correctly This will tell you if your end of record identifier is set correctly If the 2nd record is offset by one or two characters or does not appear at all your end of record terminator is incorrect When you are all
175. on on the main Navigator window Click the Print Labels tab Highlight or tag the packages you wish to change using the Tagging Packages Ga Daily Shipping 2 07 2003 _ E Eror Printed COM Weight lbs Addressee Mel PackagelD TL FulName Company Nar a 000000062348 00031469 CHARLIE DOE 000000062350 00031471 DEBBIE SMITH 000000062351 00031472 BARRY DOE 000000062352 00031473 OSCAR SMITH 000000062353 00031474 CHARLIE JONES 000000062354 00031475 QUINCY SMITH 000000062357 00031478 000000062358 00031473 0031481 IDA JONES 00031482 00031483 Click the Change Date of Mailing button 133 Postal Package Partner User s Guide Change Date Of Mailing 00031481 Domestic IDA JONES 2311 BISSONNET ST HOUSTON Tx 77005 1598 2 07 2003 12 57PM E Grange Al Eriz Mo de Check the Change Tagged Entries Only checkbox Change the date of mailing by clicking the clicking the calendar icon Click OK Selected packages have disappeared from the current date of mailing confirm that they have been moved to the new date of mailing by clicking the calendar icon next to Date of Mailing None 2 Error Printed COM __ Weight Ibs Addressee No No No JP CHARLIE DOE oo0000 DEBBIE SMITH BARRY DOE OSCAR SMITH CHARLIE JONES QUINCY SMITH WAYNE DOE FRANK DOE ADAM JONES TERRY SMITH LARRY JONES EVANS SMITH HARRY SMITH XERXES DOE 134 2 10 2003
176. on the Import Data button 3 Give your import a name such as Test Import 4 Click on the Set Import Type and select the type of file that you will import If you use our Exptest txt file click D for delimited text 5 Select the Import File Exptest txt using the Browse button 6 Change the File to Import to Package 7 Click the checkbox titled Skip first record on import 8 Match the field names in the import file left hand window to the target field names on the template right hand window by highlighting both the import field name and target field name and pressing the Right Arrow button 9 Once all the necessary fields have been matched press the import button 10 A screen similar to the Daily Shipping screen will appear Make sure that the Use screen weight checkbox is NOT checked Make sure that the Express Class of Mail button is chosen 11 Press the Import button to import the test file names 12 A pop up window will appear Select the Do Not Apply a Query button 13 When the import is done close the template and go back to the main Navigator screen Print Your Test Labels 1 Click the Daily Shipping button on the Navigator screen Open the Print Labels tab 2 You should see the test records that you have imported in this window ready to be printed 210 Optional Modules 3 Make sure that the first 20
177. onal Forms for Other Services 3 Click on Express Mail Manifest System Application 4 Continue the application process by clicking Next and filling out the necessary information until you come to the end where you should click on Print and Save 5 Sign and date page one of the form 6 Give your completed Express Mail Manifest System Application form to your USPS Account Representative and make sure that you have this sent in immediately USPS Representative the instructions for submitting this form may be found at the bottom of its fourth page Configure Your PPP System for Express Mail Manifest Testing A Enter your USPS Corporate Account information 1 Make sure you are the only one using Postal Package Partner PPP and launch PPP 208 Optional Modules 2 Click on the Daily Shipping button Open the Communications tab Make sure that you have nothing in the communicate tab when you follow the procedures below 3 Select Maintenance gt Return Address from the menu bar across the top of your PPP screen 4 Select your return address and click Change 5 Take this opportunity to review the information under the General tab and to make any corrections 6 Open the Express Mail Tab 7 Select Corp Acct from the Payment Method pull down menu 8 Enter your Express Mail Corporate Account Number in the Account No field You need a val
178. or when they have accumulated no more than 15 megabytes of data Smaller mailers who ship less than 5 000 packages per day should archive their data every two to three months using the same limit as a guide Procedure Go to File gt Utilities gt Archive Package and History Files Click the Calendar button to the right of the textbox to select your Cutoff Date Click the Start Archive button Archive Package and History Files me 10 31 2002 Click the OK button when archive has been completed 205 Postal Package Partner User s Guide Purging The Addressee File The addressee file contains all addresses of every individual you ve ever shipped a package to Over time this list may become too large to work with and can be purged especially if you are importing package information on a daily basis To purge your addressee file do the following steps Go to File gt System Maintenance gt Purge Addressee File G2 Purge Addressee File Note This feature does not have an undelete option Note Your Package History will not be affected by this procedure Once you are sure that you want to delete these addresses click the Purge button 206 System Maintenance Resetting Window Sizes and Positions From time to time you can run into problems with screens moving too far off the screen double printing on entry screens and other possible problems displaying information correctly Select this option to reset the screen
179. ord 15374 Recipient Shipping Info Lac Date Of Mailing pza 2 2002 Time 4 01PM Addressee Information Package No 1 a OF 1 a Priv Ins Declared Value 0 00 BRITTON KENNETH UNITED STATES POSTAL SERVICE SAN ANTONIO TX 78284 Package ID 00023300 Fee 0 00 Pesonn aoa R Invoice No ZZ2866 Order No ginny Flake RATE First Class Sealed Parcel Non Automation Single Piece Processing Cat Letter Co Parcel E Use Scale Delivery Confirmation Type Delivery Contimation Scale Setup Weight 0 7800 4 lbs 0 Ibs 2 88 oz ie Declared Value 0 00 COD Amount 0 00 PIC 910160394591 6000233004 Ei Signature Corpunsten Total Postage The screen that opens up will provide with the most current status of that 150 Using Postal Package Partner package from the USPS Web site 4 USPS Track amp Confirm Microsoft Internet Explorer ESE EAE Track amp Confirm Delivery Status Track amp Confirm Enter label number You entered 9101 6039 4591 6000 2330 04 We attempted to deliver your item at 1 15 am on December 15 2002 in SAN ANTONIO TX 78284 and a notice was left It can be redelivered or picked up at the Post Office If the item is unclaimed it will be returned to EES q the sender Status is updated every evening Please check again later Track amp Confirm FAQs 6e gt Shipment History gt ey RS site m
180. ou WI Merchandise i Sender s Instructions in Case of Nondelivery Sender s Signature and Date Signature de expediteur et date i Glestuctions de fexpeaitew en cas de monivwaisor ERetunto Sender Parner liaiio NOTE Item subject to retum charges at sender s expense certify that the particulars given in the customs declaration are correct and that this tem does not contain amy dangerous article prohibited by postal regulations Notice to senders Copy dot this customs delearation is filed at the post office for 30 days from the date of mailing PS Farm 2076 A Oct 2001 Do not duplicate form without USPS approval Copy 1 Customs Declaration 218 Optional Modules International Manifesting Setting Up International Mail Manifesting Prerequisites e The International Manifesting Registration option enabled e Full time Internet Connection with port 80 or 8080 open e Must go through International Manifesting application process and indicate the International Classes of Mail that you will be shipping Global Piority Airmail Parcel Post Airmail Letter Post Economy Parcel Post Economy Letter Post Must also submit Manifest samples and sample labels Mailer Configuration Settings 1 Printers Make sure report printer is selected Currently the Customs Form Printer is just for Laser Substrates forms that are still used with APO FPO shipments 2 Communications E Mail Press the Customs Form Settings checkbox and mak
181. ou and your customers Some of the topics include the following Customizing e mail messages Diagnosing why e mails might not be sent E mails related to Yahoo and AOL accounts New E mail features 179 Postal Package Partner User s Guide Customizing E Mails There are two e mail notification messages that can be edited Shipment Message sends an e mail to notify your customer when their package is shipped and Delivery Message sends an e mail to notify your customer when their package is delivered These are generic messages that can t currently be changed for each package Follow the guidelines below when customizing your e mails Go To File gt System Setup gt Mailer Configuration Select the Communications E Mail tab Gad Mailer Configuration FIP d E Losk Downloads 64 119 134 250 gene windowbook com v v v Click on the Message you would like to customize Shipment Message or Delivery Message 180 Using Postal Package Partner Edit Shipment E Mail Message our Package lt Order Number gt From lt Return Addressee Name gt lt Return E Mail gt Sent lt E Mail Date gt lt E Mail Time gt To lt Addressee Name gt Subject lt Subject Line gt Dear lt Addressee Name gt Your package has been processed and shipped on lt Ship Date gt to lt Addressee Name amp Address gt using lt Mail Class gt The tracking number for your package is
182. ow 1 Install and Register Postal Package Partner Details on how to install Postal Package Partner can be found in the Installing PPP Section of this User s Guide 2 Install Hardware Details on how to install your scale and printer can be found in the Printer and Scale Section of this User s Guide 3 Configure Program Before you can begin using Postal Package Partner you will need to define your Program Settings by going to the Mailer Configuration Screen by going to File gt System Setup gt Mailer Configuration Detailed instructions on how to do this can be found in the Mailer Configuration Section 32 Getting Started When You Can Begin Shipping You can begin shipping with Postal Package Partner as soon as your receive your User ID and Password from USPS and enter it in your Mailer Configuration Screens You can do this by going to File System Setup Mailer Configuration and clicking on the Communications E Mail Tab 33 Postal Package Partner User s Guide Advanced Version Obtain DUNS Number You need to obtain a DUNS Number if you don t already have one This stands for Data Universal Numbering System and has become the standard for the company identifier in EDI and Global Electronic Commerce Transactions Your DUNS Number is a nine digit number issued by Dun and Bradstreet amp is used by the Postal Service to uniquely identify your organization when you transmit your data to their Server daily If you are pla
183. port Agent Control Record a Agent Name Enter a name for this import agent Import Template Press the lookup button on the right side of this field to select an import definition You can import into either the Package file or the Addressee Order file depending on the settings in your import definition Import File Path Name or Mask By default the file and path that was set in your import definition will be used You can however change this to a different path or even a different name that can include a wild card For example if the program generating data for import is creating different file names you could create a folder on your network that will only store those files and change the file name to This way the Import Agent will attempt to import any file in that folder Status This field will tell you whether the Import Agent is currently trying to import the files as defined by this definition If Postal Package Partner is currently looking for files as defined in that record it will say active If you have told it to stop it will say Stopping and if the Import Agent is not being run at that moment it will say Inactive You usually do not set this It is set by the actions of the program itself Timer Seconds This sets how often the Import Agent will look for new files It also determines how long the file must be the same size before it is imported The file must remain the same size for two
184. product and technical support to assist you in installing configuring and operating the Software Application Support Such Support will be available to you via e mail and phone Monday through Friday excluding holidays from 9 00 am to 4 00 pm EST Window Book reserves the right to deny Support to users who fail or refuse to reasonably consult Product documentation You may obtain additional technical and product support under a separate support contract with mutually agreeable terms 9 Limitations on Warranty SECTIONS 7 AND 8 ABOVE PROVIDE THE EXCLUSIVE REMEDY FOR DEFECTIVE PRODUCT EXCEPT AS EXPRESSLY PROVIDED IN SECTION 7 WINDOW BOOK MAKES NO WARRANTY EXPRESS OR IMPLIED REGARDING THE SOFTWARE PRODUCT AND EXPRESSLY DISCLAIMS ANY IMPLIED OR OTHER WARRANTIES OF MERCHANTABILITY TITLE NON INFRINGEMENT ACCURACY OR FITNESS FOR A PARTICULAR PURPOSE 10 Limitation of Liability WINDOW BOOK SHALL NOT BE LIABLE FOR SPECIAL INCIDENTAL CONSEQUENTIAL OR PUNITIVE DAMAGES OR DAMAGES FOR CLAIMED LOST PROFITS REVENUE OR LOST BUSINESS IN ADDITION WINDOW BOOK S LIABILITY UNDER THIS LICENSE SHALL NOT EXCEED AN AMOUNT EQUAL TO THAT PAID BY Introduction amp Support YOU HEREUNDER In certain contracts some states do not allow exclusions or limitations concerning implied warranties or damages The above limitations and exclusions accordingly may not apply to you 11 Ownership No Implied Rights The Software Product contains
185. qudts OIE a e AND OR Change Delete Manual Cancel Click the Finish button and do not save the query since you ll need to recreate it each day Processing Record should begin 171 Postal Package Partner User s Guide Once complete use Windows Explorer My Computer to locate the file you just created and confirm that all of the data is accurate 172 Using Postal Package Partner Package Information Logging Export Log Feature One of the most popular features offered by some shipping software products is the ability to create a real time log file of all packages shipped This allows them to import this file periodically into their system using a daemon so the information can be updated in close to real time They would typically rename then import the file which forces us to create a new file the next time we create a log record Because multiple workstations could be adding data to this file we must be open the file in a shared mode which makes using a text file out of the question Instead we are creating a dBase III file which is almost universally readable When a record is saved changed or deleted from our package file we will add a record to the end of the log file Mailer Configuration To turn on the feature go to Mailer Configuration select Advanced Setup and check the Enable Package Logging checkbox to turn on the feature Under the checkbox is a lookup button that allows you to select the p
186. r of the printers you will use to print your labels Click the Print and Save button to preview and print your Printer Certification Form You must submit this form along with 20 test labels from each label printer you will be using to the address at the bottom of the form 42 Getting Started 43 Postal Package Partner User s Guide Complete Manifest System Application You can easily fill out the Manifest System Application using the USPS Applications Form Filler Software 44 Getting Started When You Can Begin Shipping Upon receipt of your labels and electronic test file USPS will test both the quality of your labels and the content of your test file Upon Approval USPS will send you a copy of your Postal Form 3152 Also upon receipt of your Manifest System Application a Representative from your local BMEU will conduct a Site Visit of your shipping location You are ready to ship as soon as you receive both the PS Form 3152 and approval by your local BMEU 45 Postal Package Partner User s Guide Installing PPP 46 Getting Started Installing Pervasive SQL 47 Postal Package Partner User s Guide PSQL WorkGroup Installations Single User Installations For this installation you simply run the Pervasive SQL Installation from the CD and then reboot the computer to enable the SQL database engine Print out the documentation included on the CD to help with the installation If you have an existing Datmail
187. ration String E ell x Please enter your One Time PIN Start The Download Cancel Seve Diwnigaded reich anan Once your registration has been entered click the Save Button You will see a prompt informing you that your New Registration was accepted and your program will terminate Simply click on the OK Button and restart Postal Package Partner with your new registration If you are having trouble entering your registration temporarily disable any anti virus software then re enter the string If you still get a registration error contact Window Book tech support at www windowbook com support Prior to your expiration date you will see a warning prompt alerting you that your subscription is about to expire This warning gives you the opportunity to re register the program before it expires Once the program passes the expiration date it will not be usable again until you enter a new registration code 84 Getting Started Printer and Scale Connecting The Printer To Your PC Unpack the Eltron Printer connect the power supply and plug into a power outlet Connect the parallel printer cable which has been supplied to the back of the printer and to the 25 pin female parallel printer port of your computer If your computer has only one printer port you may have to remove the printer cable that is already connected Load the roll of labels supplied by following the paper loading instructions in the manual Turn on th
188. rces help and support are accessible right from within your program Click on the Help listing for the following User s Guide Fi Check For Updates i Update Program gt Get Support For Postal Package Partner gt Online Learning Center Registration gt i Product Information gt About Postal Package Partner User Guide Access the full User Guide for PPP from this menu listing or by hitting your F1 key The Full User Guide plus the Postal Package Partner Quick Start Guide can be accessed from our website www windowbook com userguides Check For Updates With an open Internet connection clicking on Check For Updates will check your program version and compare it to the latest public release You will be taken to a web page that will give you the information on what step you need to take next If you are fully updated you will see a message like this WindowBook e o Oo A Software Updates Tech Support Training Products What s New Try Our Software home Your Version of Postal Package Partner is press releases user guides 4 02 02 19 support You have the latest Version of Postal Package Partner downloads SH No need to upgrade at this time products aoe Thanks Window Book Team search Postal Package Partner User s Guide If you need to update you will be instructed as to what the latest version is and how to get it Update Program User s Guide Fi Check For Updates ee
189. reboot your system if prompted to do so in order to ensure proper operation of your Pervasive SQL V8 product 59 Postal Package Partner User s Guide A dialog appears that shows the status of the installation process lt Insert Screen Shot gt Installation actions include but are not limited to the following e Script operations e Component registration e File copying e Shortcut creation e System registry updates A dialog will appear at the end of a successful installation Click Finish to complete the installation TESTING Testing is not required but it is strongly recommended to be sure that the Pervasive SQL Database Engine is running properly 1 Testing the network communications from the client machine to the machine running Pervasive SQL Server For Target Machine you must type the name or IP address of the machine running Pervasive SQL Server The following example shows that the machine name is MachineA Click Next The communication test transmits a series of test messages between the two machines After all test messages are transmitted and received correctly a dialog confirms that 75 messages were successfully transmitted Click Next to continue 2 Testing the Transactional Engine PSA performs a series of tasks to ensure that the transactional engine is working properly Transactional Engine Test Click Next to run the tests and see the results 60 Getting Started Note I
190. red You would then be able to select the correct customer The SQL query options will control how many records we will allow you to review and how the queries are done GJ Daily Shipping ze re REES 513876 Jennifer Lamb 253 589 1402 3 19 2003 246 Optional Modules Troubleshooting ODBC Connect If you have problems retrieving your information you should go to the ODBC Setup screen by pressing the ODBC Connect button in the Preferences tab of Mailer Configuration Go to the Setup Tab and check the Always Open Query Window checkbox When you do the next query you will get a query form which has a View Change SQL Syntax button Press this button to see what we have generated for a query You can override the setup options that are used to generate that code and rerun the query until you get the query to work C2 View Change SQL Query select ordertable order ordertable name ordertable company ordertable apt ordertable street ordertable city ordertable state ordertable zip ordertable phone ordertable email from ordertable where ordertable order 123456 247 Postal Package Partner User s Guide PrntMax There is a separate Installation CD that you will need to use in order to install the PrntMax Drivers amp Fonts After you complete the installation you will need to configure Postal Package Partner to use your printer name amp print
191. rence User D Eip Coce E E Chare sp REI Roll Forward Unshipped Records Days p Bet No Begins At Character Ends At Character Os I Use Package ID in PIC Scale Setup ODBC Setup ODBC Connect Automatic Package Export 4 If you will be shipping with UPS Mail Innovations more than the USPS check the default to consolidator entry checkbox 5 If you check the Use Package ID in PIC it will allow you to manually assign the package ID instead of letting Window Book autonumber it The next release will also include a setting to allow you to set the fixed length of the package ID field 6 If you wish the order number to appear at the top of the Mail Innovations label you must go to Advanced Settings and check off the options to enter order number and print order number 7 Click the OK button at the bottom of the screen to save 263 Postal Package Partner User s Guide Shipping Label Top barcode consists of the 5 digit destination ZIP Code and an 8 digit Order No package ID 0213 9000 0022 7 Sure Expressq 2F No 105 Sec 2 Jiu Zong Rd 00000 CARRIER LEAVE IF NO RESPONSE LLOYD MOSS WINDOW BOOK 300 FRANKLIN ST CAMBRIDGE MA 02139 USPS DELIVERY CONFIRM 9102 7188 4401 2000 0022 74 reen SHIPPING WITH UPS MAIL INNOVATIONS 264 Optional Modules In Daily Shipping you can check the UPS Mail Innovations checkbox under the select rates button to indicate you
192. restarted Note It is strongly recommended that you reboot your system if you encounter this message If you do not reboot your system Setup will encounter failures during engine and utilities configuration 64 Getting Started Netware Security and Configuration Issues Rights Required to Install To install Pervasive SQL V8 on a NetWare server you should be an administrator of the server on which you are installing the database Just having supervisor rights is not adequate This will allow you to configure monitor and set up DSNs for the server after installation However you can do an installation if you just have read write rights to the root of the server but you will not be allowed to configure monitor or add DSNs In addition to the rights required on the NetWare server you must have administrative rights on the Windows machine from which you are installing the Pervasive SQL V8 NetWare server Easiest Method to Authorize Users to Administer Databases All other users that are administrators for the NetWare server object where Pervasive SQL V8 is installed will have rights to perform administrative functions on the database too This means the user must have Supervisor rights to the NDS Server itself not just Supervisor rights to the SYS volume This implementation is the easiest to set up and administer and is adequate if your users can be administrators for both the NetWare server and the Pervasive SQL V8 database Al
193. rinting Test Labels amp Communicating Test Hecorde 109 Using Postal Package Partner 114 The Navigator Screen Main Menu sssssssssssssesnnsesssesrrrnrnnnsserrrnnnnnnnesserrnnne 114 The Navigator Screen OvervieW EE 114 Dally ele lluie DEE 116 Ways of Shipping a Package E 117 Ways of Shipping A Package Cverview 117 Importing Packages 4 4 cnt haa nl WR a ANAS ae 120 Creating A Package By Hand 122 Custom Paste For Yahoo Store Ownerg 124 Package Info Tab 126 Print Labels Tab EE 127 TAGGING MTN EE 128 Using Windows Tagging Conmventons 128 Advanced Tagging ee 130 Keystroke Shortcuts AEN 132 Change Date of Mailing ee eteee eege eeEeeeeg 133 EI el ul ln ALG TD E 136 How To Communicate Packages To The US Postal Service 136 Communicating and Printing Statements amp Manifests 000000010aaaa 137 USPS Upload COIN eege EENS 141 Communication Error Messages sssesssssseeenneeseeerrrrrrrnrrsssrrrrrrnn 142 Change Date of Mailing After Communicatmg 143 GOD Eeer 144 APO FPO Shipments TaD E 145 Postal Package Partner User s Guide Calculation Result Tee eieiei ee ed ee 146 Downloading Extract Files cccccccccceeeeeeeeeeeeeeeeeeeeeeeeeeeeseaeeeeeeeeeeeeeeeea 147 View Package History Tracking A Package 149 rte ig lee 152 Import Export Overview 152 Importing Package Information Into DPP 154 Difference Between Package And Addressee Import 154 Fixed Field Length Import nts stace
194. rity Statement CO 3605 PR Parcel Post Statement IT 3605 BFR Bound Printed Matter Flats Statement C1 3605 BPR Bound Printed Matter Parcels Statement C 3608 R Book Rate Special Statement O 3540 5 Special Services Statement IT 3877 Firm Book Statement The End of Day Procedure is complete 140 Using Postal Package Partner USPS Upload Confirmation Go to the File Menu select System Maintenance then select Unconfirmed EFN List This will give you a list of recent uploads which have no confirmations yet A confirmation is a downloaded error report or tracking data extract file for that manifest You can view these reports and files by going to File gt Communications Info gt Download Log The date and EFN number for each manifest is listed along with the communication status of the upload If you see a manifest that was Unsuccessful on the Unconfirmed EFN List you should resend the manifest by clicking the Resend button 141 Postal Package Partner User s Guide Communication Error Messages Please check with your network administrator to ensure that there are open access ports in the network firewall that will allow for File Transfer Protocol FTP transfers both incoming and outgoing Also check with your Internet Service Provider ISP to make sure that your service has Forward and Reverse DNS enabled This feature is required for the USPS server to accept data that it receives from your designated
195. river for your database you should check to be sure it is the most recent version ODBC Connect allows you to select and map up to two files A Primary File such as an order invoice or customer file and a Secondary file if all the data you need is not stored in the Primary file Most commonly the secondary file is a client file when the shipping information needed for the label is not all present in the order or invoice file You can define the field that joins the two files The Secondary file can be in the same ODBC data source as the Primary File or a separate datasource 235 Postal Package Partner User s Guide Setting Up ODBC Connect Define the ODBC Data Source Before you can use ODBC Connect you must define the data sources within Windows The process for doing this is slightly different for each Windows version The example shown below is for Windows 2000 Go to Start gt Settings gt Control Panel In some versions of Windows you will see an icon for 32 Bit ODBC Data Sources In Windows 2000 gt select Administrative Tools then ODBC Data sources Click on the System DSN Tab and press the ADD button View the list of available ODBC drivers and select the one that is for the files you are trying to access If you don t know the name of the file or its file format contact the vendor of your order entry or other software you are trying to get the data from and find out what the file and table names are you want and what t
196. rs Eltron LP2242 Eltron LP2622 2722 Eltron LP2b42 2 42 Eltron LP3642 wj Eltron TLP2242 Eltron TLP2622 2722 wl Fitran Tl P R42 2742 Windows Update Have Disk Le 12 Click on Next button once more to save printer name Add Printer Wizard Name Your Printer You must assign a name for this printer Supply a name for this printer Some programs do not support server and printer name combinations of more than 31 characters Printer name Do you want your Windows based programs to use this printer as the default printer C Yes No lt Back Cancel 92 Getting Started 13 Select Do not share this printer and click on the Next button Add Printer Wizard Printer Sharing You can share this printer with other network users Indicate whether you want this printer to be available to other users If you share this printer you must provide a share name Share as Sc 14 Click on Yes button to print test page and click on Next Button Add Printer Wizard Print Test Page To confirm that the printer is installed properly you can print a test page Do you want to print a test page lt Back Cancel 93 Postal Package Partner User s Guide 15 Click on the Finish button to complete installation Add Printer Wizard Completing the Add Printer Q Wizard You have successfully completed the Add Printer wizard
197. rts on Click the dropdown arrow next to the For Labels textbox to access the device you want to print your labels on If the device is not listed then it probably needs to be installed For instructions on how to do this access the Installing Your Printer section td Mailer Configuration 106 Getting Started Verification Tab The seventh tab in the Mailer Configuration screen allows you to enter in details related to Post Office Verification If you are manifesting representatives from the US Postal Service may do periodic visits and sample the parcels you are mailing to ensure you are accurately weighing and processing your parcels If you are using Postal Package Partner for the first time you don t need to identify any files paths at this time EA Mailer Configuration 107 Postal Package Partner User s Guide Advanced Settings Tab The eighth tab in the Mailer Configuration screen allows you to taylor the program in many ways The main window to be concerned about is entitled Advanced Option Name and is on the left side of the screen To learn about each option simply left click one time on that option to highlight it then right click to pop up a What s This window then left click to viewed an explanation of the option you have highlighted Gad Mailer Configuration Disable Automatic Delivery Confirmation For First Class EJ Disable Automatic Delivery Confirmation For Priority Mail Disable Automatic Delive
198. ry Confirmation For Std B Electronic Sl Default To Signature Confirmation Enable Invoice Number Entry oo000083 Enable Order Number Entry Enable Fail Safe Communications 31164 Twenty Character PIC Printing Preferences Enable Label Print Preview Display Print Dialog When Thermal Printing Labels Print Invoice Number On Label a es EE EI Full PIC zl mM 00000000 o o o o m o o vi E E Glo x cancel 108 Getting Started Printing Test Labels amp Communicating Test Records to USPS Printing Test Labels amp Communicating Test Records Printing Test Labels Open Postal Package Partner and go to File gt System Setup gt Mailer Configuration Go to the Manifesting tab select Permit and fill in your Permit Holder information Gad Mailer Configuration mit E E 234 Jormerate Ioeleisr EH Blea Sschieree Ter OOO00000 Ciy 00000000 enee 00000000 Im im le S 300 Franklin Street CH taia Signat Cambridge 02139 EI 12 345 6789 Go to the Mailer tab and place a check in the Test Mode check box Also click the Add Test Records button You have successfully added test records when the button changes to Remove Test Records DO NOT click on Remove Test Records 109 Postal Package Partner User s Guide taj Mailer Configuration Preferences Manifesting Commurications E mai Private Insurance Printers Veriication Advanced
199. se Select the Non delivery option Return Redirect Abandon If you choose Redirect you must press the Select Alternative Return Address 214 Optional Modules and select the return address in our RTA file that you wish the product to be returned to if undeliverable c When the Customs form prints you will see spaces for insurance but USPS insurance on International mailings is not currently available If you would like to insure your International Packages you will want to use a third party insurance company such as U PIC See the section on Using Private Insurance in the Using Postal Package Partner Section for Details on setting this up c If you are using the 2976 A Form enter the Harmonization Code from the pull down menu The Harmonization Code is not required for the 2976 Form C22 Outbound Harmonization Codes 2101100 2 Hams shoulders and cuts thereof with bone in salted in brine dred or smoked Instant coffee not flavored Extracts essences and concentrates of coffee other than unflayored instant cof Preparations with a basis of extracts essences or concentrates or with a basis o Blend syrup Ch1 add US note 4 preparation w basis of extract essence or co Blend syrup Ch1 add US note 4 preparation w basis of extract essence or cc Preparation ov 65 sugar Ch1 add US nte 2 w basis of extract essence or cc Preparation ov 65 sugar Ch1 add US note 2 w basis of extract essence or Preparation ov 10 sug
200. se queries with the Import Agent to select certain records for import After you have tested your import definitions by successfully importing a test file you are ready to setup the Import Agent Mailer Configuration Before using the Import Agent we recommend you go into Mailer Configuration Screen File gt System Setup gt Mailer Configuration then go to the Advanced Settings tab and check the checkbox for Multi user Mode This should be done even if you are on a single user workstation What this does is redisplay your Print Labels browse every 10 seconds This way when the Import Agent imports new parcels you can see them almost right away SE ES 4 Mailer Configuration General Default First Class to Parcel Rate Default Priority to Flat Rate Default Priority to Machinable Parcel Rate Electronic Multi User Mode Use Preset Package Weights 00000068 Include Saturday In Business Days Calculation Departmental Accounting Require Dept Cost Codes Print Laser Substrates Form 3811 If Return Receipt Selected IR Scan Addressee Number On Shipping Screen Import Orders Into Address File Require Package ID Entry ON OR ON OO o008 Configure Import Agent l 230 Optional Modules From the File Menu select the Import Agent Setup option You will get a list of all import definitions that have been configured for automatic import Press the Insert Button to add a new import definition to the list CQ Im
201. ss information Because Postal Package Partner generates the USPS Standardized label with its final Confirmation Services tracking number you avoid over labeling charges At the end of the day UPS Mail Innovations scans each parcel upon arrival applies their indicia and uploads the tracking numbers to USPS directly R R Donnelley Postal Package Partner s RR Donnelley Logistics Module prepares your Parcel Select and Presorted STD parcels for pick up by RR Donnelley Logistics Because Postal Package Partner generates the RR Donnelley Logistics approved bar coded label you avoid over labeling charges At the end of your shipping day Postal Package Partner generates and uploads a package data file to RR Donnelley Logistics who uses the file to process your incoming parcels as a result RRDL has all information on each package before pickup including weight and size flags Parcel Direct Postal Package Partner s Parcel Direct Module creates Parcel Select shipping labels for parcels that weigh one pound and over and Presorted STD shipping labels for parcels that weigh less than one pound Because Postal Package Partner generates the USPS Standardized label with its final Confirmation Services tracking number over labeling by Parcel Direct can be avoided At the end of the day Postal Package Partner generates and uploads a package data file to Parcel Direct who uses the file to process the shipper s incoming parcels 17 Getting St
202. stricted rights in the Software Product as defined in clause 252 227 7013 c of the DFARS and ii if the Software Product is supplied to any unit or agency of the Government other than DoD the Government s rights in the Software Product shall be as defined in clause 52 227 19 c of the FAR 16 Controlling Law Jurisdiction Severability This License shall be governed by the internal laws of the Commonwealth of Massachusetts and any disputes arising out of this License shall be resolved exclusively in the state or federal courts sitting in Massachusetts If any provision of this License is held unenforceable that provision shall be enforced to the maximum extent permissible and the remainder of this License shall continue in full force and effect 17 Tracking Window Book will track the number of packages sent from each copy of the Software Application and both Window Book and the USPS will receive information concerning packages shipped Postal Package Partner User s Guide 18 Notices Window Book may contact you to notify you of updates to the Software Product 19 Further Information Questions If you should have any questions concerning this End User License of if you wish to contact Window Book for any reason please write us at Window Book Inc 300 Franklin Street Cambridge Massachusetts call 1 617 902 4520 or e mail info windowbook com Introduction amp Support How To Get Support A tremendous amount of resou
203. t To activate this feature press the Shipment Message button on the communications tab and check the Send Immediate Shipment Notice checkbox We recommend changing your shipment e mail notification message to say something like tracking information will be available using this link starting tomorrow This e mail and your package have been produced with Postal Package Partner from Window Book Inc Go to www postalpackagepartner com or www windowbook com to learn more Send Immediate Shipment Notice Restore Default Message Cancel Select Merge Tag DAILY OPERATIONS Creating parcels is done the same way for USPS and Parcel Direct parcels but you will notice that under the Select Rates button is a checkbox for Parcel Direct If this is checked the Select Rates button disappears as does the 268 Optional Modules postage rate display When the box is checked the Customer Control Number fields appears at the upper right of the screen and you must be careful to be sure that the correct Customer Control Number appears here This number corresponds to the number you will be using in the pickup book and must be changed when you start a new manifest The number will remain as you entered it until changed You can enter parcels for multiple manifests Customer Control Numbers at the same time Print Labels Tab When you go to the Print Labels Tab you will initially see all parcels USPS and Parcel Direct mix
204. t Connection Hide Save Button fest With Multiple Pe ts Use Real Time Weight Display Allow Multiple Manifests Warn User if Invoice Number is a Duplicate Warn User if Order Number is a Duplicate Four Part Express Mail Label Preferences Return Address Is Preprinted Express Mail Corporate Account Is Preprinted Phone Number Is Preprinted Full PIC 00000000 2 You will now notice a new Field called Manifest No on both the Daily Shipping Screen and on the Import Package Data Screens 254 iE Daily Shipping 1 0000 A paese JT Use Scale taj Import Package Data Optional Modules eee aes EH ES 3 As you create packages or import packages be sure to have a Manifest No Selected Click on the down arrow next to the Manifest No Field to 255 Postal Package Partner User s Guide select an Open Manifest If you would like to create a new manifest click on the New Manifest Button C2 Open Manifests cI Create Manifest 27067 2005 SS es SSS 8 4 When you click on the Communicate Button you will be prompted to select the Manifest s that you would like to close Double click in the square in the Tag Column for each manifest that you would like to close You will receive a separate Manifest for each Manifest Number rd Daily Shipping 270672005 Te CQ Multi Manifest Upload List 256 Optional Modules Permit Balance Tracking USING PERMIT BALAN
205. t Evpot D oMorgenekchert files pa_depot pa_depot_export_01 Stan_Test o forgenestan_test txt Test_Export o forgenetextdo 1 test_export txt Teutenberg2 o forgeneexport files teutenberc Teutenberg_Test_1 c whb p3 teutenberg_test_1 txt Type in a name for Export Name Choose the file folder you want to save the export to and create a file name ending in txt Pick Package under File to Export Identify and choose the data fields you want to export Check the Export Field Names checkbox Check the Delimited Fields radio button Set Delimiter to Comma Set Text Qualifier to Double Quote Click the OK button to save the template D D Caen 165 Postal Package Partner User s Guide taj Change Export Specification me E Export Name Automatic_Package_Export Export File c wb p3automatic_package_export txt al File Specifications Available Fields Selected Fields aa z PIC Eo Fa Nane Address Type Ey Address Type Addressee No 4 Addressee No rana 8 3 Last Name Last Name Delimited Fields First Name First Name C Fixed Length Fields Middle Initial Middle Initial Position T itle Position T itle Se Company Name All gt gt Company Name Delimiter Comma vj Address 1 Address 1 we Address 2 44 None Address 2 Text Qualifier E w B Ea Cancel 1 Highlight the Export Template you just created and click the Select button CQ Export Data x Search
206. t Forms Checklist FAQs Need Support window Delivery Confirmation e Additional Forms For Faj amp Form 1357 5 Other Services Tk Close Instructions for filling out the Delivery Confirmation applications 1 Click on Delivery Confirmation amp Form 1357 S button fill in the questions and print it 2 Sign and date section 11 on the Form 1357 S before faxing it along with the Delivery Confirmation Application to the United States Postal Service at 202 268 7596 3 Mail in the application to the USPS 4 Fax the Shipper Information Form to 617 354 3961 5 If you want to get a Permit so you can start Manifesting with manifesting you don t have to put the Postage amount or a meter strip on your packages click on the Additional Forms for Other Services 6 Call 800 370 2410 so we can help you expedite the process Version 3 01 Saturday September 7 2002 12 37PM Click on the Delivery Confirmation and Form 1357 S tab in the upper left hand corner under File 20 Getting Started USPS Application Forms KS B i fe o x Fie Edit PPP Support Forms Checklist FAQs Meed Support Window Delivery Confirmation Additional Forms For Printer fe cl amp Form 1357 S Other Services CaA Certification dai E Piesse ri ouens OOOO Als DELIVERY CONFIRMATION amp FORM 1357 Primary Contact Information First Last window Book Inc Name Set as Telephone J 617 441 3500 Ext Da Fax 617 354 3961 T
207. t also populate COD Insured value even if not COD Recorded Delivery Registered must also populate COD Insured value even if not COD Restricted Delivery Return Receipt Return Receipt for Merchandise must also populate COD Insured value even if not COD Signature Confirmation Special Handling Press the Advanced Import Setup Button to get the definition screen where you can indicate which values are needed to trigger special services oversize surcharges etc 227 Postal Package Partner User s Guide G2 Advanced Import Setup EN Mail Class Processing Category Machinability Special Services Field Name pied dA Doo Priority Mail Priority Flat Parcel Post Parcel Select Bound Printed Matter Parcel Bound Printed Matter Flat Media Mail Library Mail Express Mail Express Mail Flat Letter Flat Parcel Machinable Parcel Non Machinable Parcel Outside Parcel Irregular Parcel Machinable Non Machinable Automation Non Automation Certified Certificate Of Mailing COD Delivery Confirmation Insurance In the case of Mail Class one these values would be required in the Class of Mail field which is mapped as a column type All the possible values for processing category are mapped next followed by the machinability fields The special service fields are different in that we are looking at individual status or Tag fields for each special service For example if you are mailing some p
208. t automatically click Start gt Run then type drive setup where drive is the drive letter of your CD ROM device The installation program begins its initial preparation After the preparation completes the Welcome screen appears 3 Click Next to proceed with the installation 4 Read the Software License Agreement and click I accept the terms in the license agreement to accept the terms of the agreement and enable the Next button 5 Click Next A dialog appears for entering your license key This key is provided by Window Book Inc If you do not have a license key contact Window Book 6 Type or paste a license key into the License field Your Pervasive SQL V8 Server is set to the number of users specified in the license key When the update is complete a dialog box informs you that you 68 Getting Started have increased your user count license to support that number of simultaneous users 7 Click on the Setup Type desired Complete or Custom the default is complete Note For either setup type Complete or Custom the Pervasive SQL online documentation and Pervasive System Analyzer PSA are installed locally That is on the Windows machine from which you are installing Pervasive SQL Server for NetWare The local components are installed to osdrive Program Files Common Files Pervasive Software Shared where osdrive is the drive letter where your operating system is installed Complete Setup recommended The
209. t be copied because they were locked in memory e You are using Windows 98 or Windows ME 61 Postal Package Partner User s Guide Novell Servers Platform Notes For Netware This document contains information that may be helpful in installing Pervasive SQL V8 on a NetWare server Native file access protocols NFAP is a feature of NetWare 6 0 and a beta product for NetWare 5 1 This feature allows workstations to access and store files on NetWare servers without requiring a Novell Client or the Microsoft Client Service for NetWare NFAP uses the same protocol referred to as native as the client workstation to copy delete move save and open files Windows workstations perform these tasks using the Common Internet File System CIFS protocol Note that Pervasive SQL V8 supports NFAP even though the feature is new with NetWare 6 0 You do not have to change the default settings for the Pervasive SQL engines or clients to take advantage of NFAP However the following items do apply to the use of NFAP The MicroKernel authentication uses Pervasive SQL runtime server support RTSS The MicroKernel uses the NDS password it does not use the simple password feature of NFAP The default setting for RTSS is Complete meaning that a user must supply a valid user name A password is optional If you customize the network environment with a CIFS CFG file use the SHARE parameter to point to the root of the volume That is do not us
210. t is recommended that you perform this test to ensure that the transactional engine is communicating properly and the transactional databases are functional 3 Run the Transactional Test PSA displays a check mark for each test that passes and an X for each task that fails during the transactional engine test A summary report is also provided in the information window as shown in the following figure Once your transactional engine tests are complete click Next to test the relational engine 4 Testing the Relational Engine PSA performs a series of tasks to ensure that the relational engine is working properly Click Next to run the tests and see the results Note It is recommended that you perform this test to ensure that the relational engine is communicating properly and the relational databases are functional 5 Run the Relational Test PSA displays a check mark for each test that passes and an X for each task that fails during the relational engine test A summary report is also provided in the information window as shown in the following figure Relational Engine Test Results from PSA 6 After the relational engine tests complete click Finish to exit the PSA test Restarting Your Computer After Installation You should restart your Windows machine at the end of the installation process if any of the following are true e The installation program prompts you to reboot This may be due to installed files that could no
211. tWare 4 x only Ensure that the CPU Hog Timeout setting is a value greater than or equal to 60 seconds or you may encounter a server abnormal ending abend when installing Pervasive SQL V8 The default value is 60 seconds In addition Unicode must be installed on the NetWare machine NetWare 5 1 only The command file AUTOEXEC NCF for NetWare 5 1 includes an entry that launches another command file named SQLC NCF The command file SQLC NCF loads a version of ODBC NLM that is incompatible with Pervasive SQL On NetWare 5 1 it is necessary to comment out the line containing SQLC NCF in your AUTOEXEC NCF file Otherwise you will encounter errors when using Pervasive SQL Control Center or performing SQL operations Btrieve is unaffected by this issue In all versions of NetWare before starting Pervasive SQL V8 the NetWare Loadable Module appropriate to the communication protocol being used must be loaded before starting Pervasive SQL V8 If the SPX communication protocol is being used then SPXS NLM must be loaded on the server before starting Pervasive SQL V8 If the TCP IP protocol the default is being used then TCP IP must be correctly configured on the server before starting Pervasive SQL V8 Prior to installing Pervasive SQL V8 any existing Pervasive SQL applications must be stopped on the client machines Running the NetWare install from a Windows 2003 machine can produce Windows security warning messages that reference files install is tr
212. ternative and More Restrictive Method to Authorize Users to Administer Databases After installation you can optionally add a group named Pervasive_Admin and add members who have the right to administer only the database engine without giving them full administrative rights on the entire server To add this group and users to it you must have the proper Novell NetWare rights enforced to add objects into the NDS tree on NetWare 4 11 or later On NetWare 4 x or later the Pervasive_Admin group object must be set up in the same NDS container as the server or servers with Pervasive SQL V8 installed If all your Pervasive SQL V8 servers are installed at the same level in your NDS tree then only one Pervasive_Admin group is required for all of them Here are examples of the correct and incorrect level for Pervasive_Admin In the examples the database engine is running on the NetWare server named Psql Correct Level 0 Root Container A Group A 65 Postal Package Partner User s Guide Psql Server2 Pervasive Admin Group Group B Juaquin Steve Tawanda Wrong Level 0 Root Container A Group A Psql Server2 Group B Juaquin Pervasive Admin Group Wrong level Steve Tawanda If you have multiple Pervasive SQL V8 servers at varying levels in your NDS tree you must set up multiple Pervasive Admin groups one for each NDS context level ru
213. th DAZzle Endicia s internet postage client software What you need to know before downloading DAZzle 1 After you click on the DAZzle download link below you will need to click on the Sign Up button and follow Endicia s instructions to complete the download In order to print postage electronically without displaying the postage amount on the label you will need to select the Endicia Premium version of DAZzle Click here to download the DAZzle software Postal Package Partner provides the Bridge between A d 3 5 your order management Window Book s other Smart Postal Solutions please e mail database DAZzle and the sales windowbook com or phone 800 370 2410 option 5 For more information on Postal Package Partner or any of US Postal Service Read the instructions What you need to know before downloading DAZzle Select Click here to download the DAZzle software You will be asked to fill out an online application and provide a credit card number in order to download the free 30 day trial DAZzle software Endicia s DAZzle Internet Postage software is free for your first 30 days After that normal service charges will apply The free offer does not include postage Users are responsible for paying all postage purchased from their account After downloading the software to your desktop or to the folder of your choice select DAZzle s setup icon After completing the setup instructions return to PPP s
214. tner User s Guide fa Daily Shipping 10 23 2002 Ee 0 0100 FC Gene Babon l A From 152 184 Using Postal Package Partner How To Stop E Mail Confirmation To stop e mail confirmation from reaching the destination for one of your packages that has already been sent follow these steps Go to Daily Shipping and Click on the Package Info tab to access the customer record AXUessippe Domestic 5 DIOU WEI 300 FRANKUN ST CAMBRIDGE MA 02139 asmith diesouces com 1712 203 E i S RATE Friority Mail Zone 7 gi L w besied ales oon OE is iien 1 0000 i Ibs 0 cz TT EE Click the E Mail Info button E Mail Info gene windowbook com M M andy windowbook com M a Delete the e mail address Uncheck both check boxes associated with that e mail address When Shipped and When Delivered 185 Postal Package Partner User s Guide E Mail Info 186 Using Postal Package Partner Address Checking in PPP Address Checking in PPP Here is how Address Checking in Postal Package Partner works Using the Postal Service s Online Database PPP will check the address against the latest address and Zip 4 information by comparing the following e Zip and Zip 4 e State e Street Address These are matched with the address information If it finds a close match it will change the address to the one in the Post Office Dat
215. u want to change the default location click Change specify a location then click OK In the following example dialog the SYS volume is mapped to drive letter P 11 Click Next 12 Specify the location for the non system files called the PVSW install folder The default location is SYS PVSW If you want to change the default location click Change specify a location then click OK In the following example dialog the SYS volume is mapped to drive letter P 13 Click Next At this point if you want you may click Back to change or review any of the installation settings or click Cancel to exit the installation program 14 Click Install to continue If you had a previous version of Pervasive SQL on your system Pervasive System Analyzer archives it before installing the current version of Pervasive SQL A dialog appears that gives you a status of the installation process Installation actions include but are not limited to the following e Script operations e Component registration e File copying e Shortcut creation e System registry updates A dialog appears at the end of a successful installation 15 Click Finish Caution To avoid poor database performance on NetWare 5 1 and later follow the instructions provided under Cache Allocation Size on page 8 8 in the Users Guide to increase Novell s factory setting for the database engine cache size 16 Start Pervasive SQL on your NetWare machine by performing a DOWN
216. umber will remain as you entered it until changed You can enter parcels for multiple manifests Customer Control Numbers at the same time Print Labels Tab 261 Postal Package Partner User s Guide When you go to the Print Labels Tab you will initially see all parcels USPS and Smart Mail mixed together If you are going to be batch printing labels we recommend displaying just one or the other You can do this by selecting USPS or Smart Mail form the Entry Type drop box that appears at the bottom of the screen under the print button Communicate Tab This tab is used to close manifests and upload contents to the USPS and or Smart Mail Press the Communicate button When you press the button you will see a list of all manifests available for upload and closure You can check off which ever ones you wish to close and upload then press the Communicate button on this browse lt Insert Screen Shot gt Only 1 USPS manifest will be displayed on this list and it will only contain information for packages whose mailing date matches the date on the communicate tab when the original Communicate button was pressed The Smart Mail manifests will include unshipped parcels for the last 10 days that have not been uploaded yet If you have been working on a single manifest for multiple days the older parcels will be rolled forward to the current manifest date After the communicate button is pressed the USPS manifest data wil
217. unt Rep By calling your Local Business Center If you would like to obtain the number for your Local Business Center please click on this link Your Internet Browser will open to a page which will help you find your local USPS Business Center Simply type in your city and state or zip and click on Locate This will bring up the location of the Business Center closest to you Print this page and then close your Internet Browser to be brought back to the USPS Applications Form Filler Software After all of the fields on this screen are completed you are ready to print your Forms 5051 and 1357 S At the bottom of the screen you should click the Print and Save button You will be asked if you want to preview the 5051 Form Click yes 22 Getting Started I 2 K Do you wish to PREVIEW the 5051 Form Yes No Cancel ves The first page you will see contains the instructions for submitting the 5051 and 1357 S forms Next you will see the completed Form 5051 which you will notice has been filled out by the form filler software Last is the Shipper Information form which you should fax to Window Book at 617 354 3961 At the top of the preview screen please click on the printer icon to print all of these pages You will be asked if you want to preview the 1357 S Form Click yes to preview it Preview hl S Do you wish to PREVIEW the 1357 5 Form Yes No Cancel Ze Click on the printer icon at the
218. very Confirmation For Std B Service Option Electronic z O Defaut To Signature Confirmation Serial No For e Enable Invoice Number Entry Electronic File Mot 00000067 al Enable Order Number Entry Current Sequence No 1 Enable Fail Safe Communications Forra alee det RESCH O Twenty Character PIC Printing Preferences eg M Enable Label Print Preview GER M Display Print Dialog When Thermal Printing Labels Next Shipping Refinar meeega L Print Invoice Number On Label Z peen SCAS SC sl Last Shipping Partner R Invoice No 0 PIC Format In Manifest Ful PIC v M Enable Package Logging Article Sequence No f o0000000 Package Logging File Path Jwbei zl Required Cancel When you open Daily Shipping gt Package Info you will now notice a Custom Paste button at the bottom of the window 124 Using Postal Package Partner fa Daily Shipping ii cals E ES 9 Fst erie Ri e A aes 3 85 Open your Yahoo e mail order and use Select All CTRL A and Copy All CTRL C Then in PPP click Custom Paste button The ship to address information and email etc should be brought into Package Info 125 Postal Package Partner User s Guide Package Info Tab This is the tab that you use to create your packages manually or via ODBC ta Daily Shipping omestic 00000000164 E i E ke ke S E E mI a x wn a E PROVIDENCE EN 02906 289
219. will monitor a specific folder or remote FTP Server for either the presence of a specific file or any file Once PPP is certain the file is not changing in size PPP would import it automatically then move it to another folder to prevent importing it more than once The import operation would also be moved to a background process so it can operate even when a user is working in the program doing other things The Import Agent is excellent for getting data from remote locations or mainframe computers or in the case of Internet Shopping Cart ODBC Connect Provides Real Time Access to an Order and or Customer File This option allows you to select one ODBC data source for your order file and another for your Customer File if you wish You would define which fields in the ODBC Data source represent the order number name address city state zip etc When you go to Daily shipping you would be able to scan or enter the order number and retrieve the order data from the ODBC data source If your order file does not contain a shipping address you can define the Customer File and Postal Package Partner can retrieve your order from the order file and get the shipping address information from the Customer File This is a very clean real time method of interfacing to a wide variety of applications It also has a setup option to write information to the order file to indicate an order has been processed and to provide a message if this order is retrieved a
220. y 66 Getting Started type of file that Novell loads into its cache There are 2 possible workarounds for this situation Workaround 1 Disable NetWare s Turbo cache This can be done by using TURBOD2 EXE from Novell See Novell s document TID 2960009 TURBODIS NLM to prevent database corruption for more information Its properties say it is for troubleshooting purposes and is not officially tested or supported Experience has shown that this does not always eliminate the problem Workaround 2 Serialize all I O on a per file basis in the NetWare MicroKernel The avoids the problem and has had outstanding results It serializes all I O on a per file basis in the NetWare MicroKernel There have been no reports of this causing any problems or performance issues so it is recommended to everyone To implement this workaround follow these steps 1 Edit the file SYS SYSTEM BTI CFG 2 In the section titled MicroKernel find the Use FilelO Mutex setting and set it to YES as shown in this example Use FilelO Mutex YES Note the capital letter I and capital letter O 3 Ensure that there is not a second entry anywhere else that sets it to No 4 Restart the server for this change to take effect Cache Allocation Size Beginning with NetWare 5 1 Novell deliberately sets the default Pervasive SQL memory cache size to 1 MB which is far too small for most applications After you install Pervasive SQL you should set
221. y Report All Permits Choose a start date and end date range for this report 259 Postal Package Partner User s Guide 2 12 2004 Permit Activity Report for 2 01 2004 to 2 12 200 Window Book Date Stmnt Job Lot Client Description Postage PERMIT 1 New Haven CT 06511 2410 2004 2 1234 CL 2 10 2004 a 1234 cu 22 2004 0 1234 CL 2 12 2004 1 1234 cli Activity for Period PERMIT 2 Old Saybrook CT 06475 22 2004 0 test Client 22 2004 3 test Client Activity for Period PERMIT 3 Hartford CT 06475 22 2004 0 99999 Client 22 2004 4 test Client Activity for Period 260 Beginning Balance 3602 R Postage 53 20 222 1111 3602 R Postage 137 64 Report 190 84 1 059 16 Beginning Balance 123 3602 R Postage 88 54 Report 88 54 910 46 Beginning Balance 66 3602 R Postage 113 50 Report 113 50 2 888 50 Payment 1 31 2004 250 00 1 000 00 1 250 00 1 31 2004 999 00 999 00 1 31 2004 3 002 00 3 002 00 Page 1 Balance 0 00 53 20 196 80 1 196 80 1 059 16 0 00 999 00 910 46 0 00 3 002 00 2 888 50 Optional Modules Smart Mail MAILER CONFIGURATION In the preferences tab select Smart Mail from the Consolidator Type pick box and enter the Smart Mail Customer number under the Customer Number title If you are doing more shipments with Smart Mail then we would recommend checking the Default to Consolidator Entry checkbox lt Insert Screen Shot gt E Mai
222. y lost You can enable a reminder to back up in Postal Package Partner by enabling the Ask To Backup When Exiting PPP button in Advanced Settings Procedure Go to File gt System Setup gt Mailer Configuration Click the Advanced Setting tab Check the Ask to Backup When Exiting PPP check box Then click the OK button td Mailer Configuration Scan Addressee Number On Shipping Screen Import Orders Into Address File Require Package ID Entry Print 3816 45 COD Forms Default To Cash Payment Ask To Backup Wien Exiting PPP Direct Internet Connection Hide Save Button Four Part Express Mail Label Preferences Return Address Is Preprinted Express Mail Corporate Account Is Preprinted Phone Number Is Preprinted Print Origin USPS Info an geck 00000000 ooo00080 Oo Oo Oo o S S Oo e Oo Oo Oo o A ox E cnca Exit Postal Package Partner Click the Yes button when prompted Do you want to back up your data This action will open your PPP Backup and Restore Module Click the Backup button and follow the prompts 204 System Maintenance Archiving Your Data Archiving will minimize the possibility of data corruption that may occur during the manipulation of large data files Based on the assumption that 100 000 packages represent about 10 megabytes of data large mailers who ship more than 5 000 packages per day 100 000 packages per month should archive their data every four to six weeks
223. y nan oe nora 155 Single elei GE 160 Exporting Package Information Out Of DPP 164 Automatic Package Export E 164 eh eege ee eech 168 Package Information Logging ccccceeeeeeeeeeeeeeeeeeeeeeeeeeeteeeeeeeeeeeeeees 173 e E 174 Repons EIERE EE 174 Shipping Ee 175 Delivery Heports en 177 Spreadsheet Wand 178 ER OINO EE 179 Communication DE EE 179 CUSTOMIZING RE 180 E Mails Not Being Sent izccececictsietegitcctiettinteigt iota itietal el istel tieteteliieteacs 182 How To Stop E Mail Confirmation 185 Address Checking in PPP nsx hat aaa aaa aa Aa Na 187 Address Checking Bei EE 187 USING dee 191 Departmental ACCOUMMING inn a aa E aE 193 Using Departmental Accounting ccceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeteeeeeeeeeeeeeeeed 193 PICWO UNG tr EE S E ES 195 Printing DaZzle Postage With Postal Package Partner 196 Installing ee wellen BE EEN 196 Priority Drop Ship ee egtceeeg eege seg eege Seege eege 200 e 200 Using Priority Drop Ship nisc ceses ccseilececcandenieenlesicens enieencmclcoieideathads 201 System Maintenant EE 203 System Maintenance OvervieW EEN 203 Backing Up Your Data nssnnneeeeeeeeeesnertrrreesserrrrrrnnrtnsserrrtnnnnnnnnserrrnnnnnnnneent 204 Archiving CEET ege Ee 205 Purging The Addressee File 206 Resetting Window Sizes and Positions sssseeseeessesserenrneesserrrrnnnnneeserrrnee 207 Optional e 208 Express Mail Manifesting isc ex cesscesccesccenedaneanadesceercaenc as
224. ying to copy If you receive such dialogs starting with Some files can harm your computer click Open and Install will complete normally If you have any trouble with the following installation see Chapter 21 Troubleshooting After Installation of the Getting_Started_Server pdf located in the books directory of the installation CD Installing Over Existing Pervasive Products Your previous versions of Pervasive products will be archived when you install Pervasive SQL V8 so that there are no component conflicts You can use Pervasive System Analyzer later to restore the archived products if necessary Your licenses from previous Pervasive products such as Btrieve 6 x Scalable SQL 4 x and Pervasive SQL 2000 will not be migrated to Pervasive SQL V8 If you wish to make use of all the new version features you must rebuild your data files so they use the version 8 file format See the Advanced 63 Postal Package Partner User s Guide Operations Guide section for detailed information on how to use the Rebuild utilities to convert your data files Installation Tips When installing Pervasive SQL V8 for the first time on a system Setup will check if all of the needed system files meet the minimum requirements In some cases these files are locked by the operating system and a reboot is required before Setup can continue A dialog box is displayed if this is the case Click Yes to reboot the system Setup is then automatically

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