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'Add New' or 'Copy Customer'
'Add New' is creating an account from scratch, whilst 'Copy Customer' allows for you to clone an existing accounts carrier and rates.
Creating an account from scratch
Click on 'Search Accounts' under the Accounts Section to bring up this page.
Click on 'Add New' to create a new OmniParcel account for the client.
Enter in the client’s information into the Contact Details and Billing address, per the zoho form. Then click ‘save’
Account payable and operational contact fields are automatically filled out. Only change if information is missing or if indicated to by account manager.
Site address information will also be automatically filled out. Only change this information if
advised by account manage
Adding Tax IDs
Tax IDs are required to be passed through to customs in various countries. To add thesenumbers in for each Tax ID, click on the pen symbol at TAX ID’s and enter. Example below:
Adding carriers
For information regarding product/carrier mapping, jump into https://docs.google.com/spreadsheets/d/1EWlEuRu-7hQI77lafD8r1vLOP0LUGmoZucsDm9Z3e5g/edit?usp=sharing. This provides a breakdown of the carriers needed to be used in OmniParcel based on the origin and the productTo do this, scroll down the page until you find the ‘Add Carriers’ section, and click in the field
A dropdown menu will appear showing all the different carriers, select the appropriate carrier(s) and click Add
Once you have added in each relevant carrier, the account should have carriers showing in
the below formatting.For each carrier selected, you will need to add in the manifest return address. This address
can be found for each country in the https://docs.google.com/spreadsheets/d/1EWlEuRu-7hQI77lafD8r1vLOP0LUGmoZucsDm9Z3e5g/edit?usp=sharing on the ‘RETURN ADDRESS MASTER’ slide.
Adding in High Value (HV) threshold
Check the onboarding form to determine if a high value is to be implemented into the
system.
DDP / DAP: Delivery Duties Paid = retailer pays for the duties, and you don’t add High Value
DDU: Delivery Duties Unpaid = end customer needs to pay, and you add HV. This will ensure the packages are stopped at origin for duties to be collected.If high value is required, enter the threshold and the currency.
High Value Threshold amounts:
NZ: $1000 NZD
US: $800 USD
AU: $1000 AUD
UK: 135 GBP
EU: 150 EUR
Customs pre validation required= NO
Click Save
Adding rates into the ‘Parent Carrier’
You will need to add the carrier listed below for your respective scenarioFor International Outbound shipments, the rates are to be added into the carrier “Omni Parcel V3” for International Shipments
For AU domestic set ups, please add rates to ‘Omni Parcel Domestic AU’
For US domestic set ups, please add rates to ‘Omni Parcel Domestic AU’
For UK domestic set ups, please add rates to ‘Omni Parcel Domestic UK
Click Save
Scroll up to the parent carrier and click on the carrier name.
When clicking into the carrier for the first time the view in the screenshot below will show.
Click ‘SAVE’
Add Cubic Conversion, if not pre-populated
CBM= 200 (When outbound is international)
CBM= 250 (When outbound is domestic.)
These standard conversions, may change depending on client specifications
Only enter surcharge fields when specified in onboarding form and contract proposal. Do not mark up on cost.
Linear template is for adding rates that are provided at per item base level and with a per Kilogram charge.
Stepped template is for rates that increase in weight increments (e.g by increase by 100 or 500 grams)
Uploading rates - Once you have added the rates into the excel template, copy the excel file (CTRL+A, CTRL+C).
Go back into the Parent Carrier in Omni Parcel admin, select ‘import’.
It will then show you the below image. You will select the rates format as either:
Bulk Linear (select this format if the rates have been provided as Per item, per kilogram charges)
Stepped (select this format if the rates have been provided in incremental weights e.g. 100grams, 200grams ,300 grams etc.
Select ‘Next’
Review & Validation
You will then be taken to the below page which is the ‘preview rates’ page. This page validates the formatting and identifies any issues before the rates are uploaded into OmniParcelIf the validation is invalid, there is an error in the rates format, and it will need to be corrected.
If validation column is empty, formatting is correct. Click ‘apply changes’
Click ‘Return to Account’. '
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Mapping
Once the rates have been successfully added into the system, you will need to then map the rates to the specific carrier.Without correct mapping, the system cannot create a connote.
Returns carriers do not need to be mapped as their rates are added directly into the carrier.
The Carrier needs to be mapped to the correct delivery type as well as the combined carrier/service.
Ensure the same delivery type in the rates file is what’s mapped.
On the ‘Manage Customer Account’, scroll down to ‘Combined Carriers’
Each carrier needs to have a combined carrier mapped to itCheck the https://docs.google.com/spreadsheets/d/1EWlEuRu-7hQI77lafD8r1vLOP0LUGmoZucsDm9Z3e5g/edit?usp=sharing for which combined carrier mix you should be mapping
For OmniParcel V3 map either OmniParcel V3 > eCommerce Standard Tracked or OmniParcel V3> eCommerce Express Tracked and Omni Parcel Domestic AU > Domestic Express
Adding consolidation hub
This is dependent on the origin location.
Scroll to Consolidation Hub Settings
Leave ‘Customs Descriptions Prevalidation Required’ as NO
Consolidation Hub - wherever the items will be shipped from
Primary Shipping Port - e.g. AUSTRALIA - SYDNEY - AIR
This is required to select the country that the items will be shipped from (origin).
This enables data when the parcel is scanned to appear in the MAWB consolidation..
Without this information we cannot assign data to the MAWB
Creating user
Go to omniparcel.com
Search > search for the main account for the client
Then go to Administration > Manage Users
Click Add New
Complete fields as required
Click Save User
Copying an Account
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Click on Accounts > Search Accounts'.
Click on ‘Copy Customer’
Choose the “Ex origin client template” that you require e.g Ex AU client template. This template will have your required carriers from that location and a rate template
In the “Carriers & Rates” section always choose “Site configure with carrier and rates”
Add the account name and tick “Use account name as Return address Name” to update the return address names as well
To extract the rates format with dummy rates from Omni, select ‘export to excel’. You can then change the rates in excel and follow the same process above of uploading rates. You can select any of the blue ‘export to excel’ tabs and all rates will be downloaded.
Disable/ Enable carriers
On the account screen, each carrier can be turned on or off. This is done by clicking on the far-right column. This will change the carrier from enabled to disabled and vice versa.
How to deactivate and activate a client
Accounts can’t be deleted from the system, but they can be turned off or on. If they are turned off, they will not be searchable in the OmniParcel front end.Select Carrier and Carrier configuration on the left-hand tab
This then provides a full view of carriers active in OmniParcel.
To view what carrier is activated for clients, click on symbol in red below
To do this, go into the account in OmniParcel Admin and select the dropdown next to ‘is open’ which is under the settings column. YES, means account is on, no means account is off
The account will still be visible to search for by heading to the Accounts tab and ‘search accounts’ and then entering in the client’s name.
How to view all carriers active in OmniParcel
The view below will then appear. If you click on the hyperlink for these clients, it will take you the account. It will also show you if the client has the carrier ‘Active’ or ‘Inactive’
Carrier Configuration