Open Zoho forms and sold rates (this can be accessed via the client files or salesforce). These are vital for onboarding the account. The zoho forms contains all information related to how the client wants the account set up e.g return countries, logo, background images, portal features, returns frequency etc.
Open Omni Parcel Admin
There are two ways to create an account:
‘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 client information taken from 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 manager.
Adding carriers
You will need to add carriers to the account.
To do this, scroll down the page until you find the ‘Add Carriers’ section, and click ‘Add’
A dropdown menu will appear showing all the different carriers
Select the appropriate carrier(s)
For information regarding product/carrier mapping, jump into the carrier matrix google sheet. This provides a breakdown of the carriers needed to be used in OmniParcel based on the origin and the product.
Once you have added in each relevant carrier, the account should have carriers showing in the below formatting.
For each return carrier selected, the manifest return address is not required
Adding rates
Add the return rates to the specific carrier.
Unlike for outbound shipments, the rates go into each return carrier as opposed to the OmniParcel ‘parent’ carrier
Click on the respective returns carrier to access their rate information
Each carrier has different rate templates. Access the rate templates in the onboarding package. E.g NZ Post returns Omni carrier -> access NZ returns rates template
Using the correct rate template by carrier, input the rates sold to the client. Example below is how a rate template will look (Australia Post returns carrier)
Uploading rates
Once you have added the rates into the template, copy the excel file.
Go back into the 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 OmniParcel
If 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’
How the rates will appear once they have been successfully uploaded
‘Copy Customer’
Copying a customer is best for setting up an account quickly and without any errors.
There is an existing account called ‘Global Returns Template’ which has all possible returns carriers, that are set up with the correct rates formatting and dummy rates.
All that will need to be done in the scenario, is replacing the dummy rates in the account, with the rates sold to the client. You will then need to disable any carriers not to be used.
To do this, select ‘copy customer’
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.
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Set up the processing hubs account - Admin OMNIRPS accounts
Admin OMNIRPS accounts will need to be created for returns repatriation back to the client’s warehouse. The Admin OMNIRPS accounts are classified as Outbound accounts, so they need to follow the same steps.
You will need to create an account for every hub that will be processing the clients returns. So, if the client is doing returns in UK, US, EU, CA, AU, you will need to set up five separate accounts. e.g below client is doing returns in these locations and the returns then need to be consolidated and sent back to their warehouse of choice.
We suggest cloning the accounts for this process, otherwise it will take some time. Example below of how accounts appear in Omni with three returns countries activated.
If you are setting up from scratch, follow the same process in Step 3. Add New
Account Name’ Customer name OMNIRPS NZ’ The country code highlighted in red will differ for each account as it depends on the which hub you are setting the account up for.
Site Address will be the specific hub in each country. Carrier matrix has the return hub addresses.
Add the carrier, OmniParcel Returns. This is where the International Returns rates on the contract will be added into. Do not add them into the specific return’s carrier.
The outbound carrier added into the account depends on where the parcels are going back to. We recommend setting up the ‘Address Label’ carrier as it is likely that the local SEKO station will deliver the returns to the client’s facility. Map to Omni Parcel Returns carrier.
If an integrated carrier (DHL, Australia Post, Fedex etc.) needs to be used, follow the same process as outbound. Set up that carrier and map the delivery type to the Omni Parcel Returns carrier with ‘AIR TRACKED’.
Creating users and API key
Use steps in OmniParcel user guide to create users.
Naming Conventions for OMNI RPS Account:
Username/Email: customername-NZreturns@omnirps.com (Change NZ depending on the returns Hub – i.e. AUreturns for AU hub)
Full Name: ‘Customer name OMNIRPS NZ’ (Change NZ depending on Returns Hub)
New Password: api@123
Copy API key and store this information as it will be needed for setting up OmniReturns
Please continue to OmniReturns Account set up