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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.

On this page

1. Create the OmniParcel account

2. Enable Carriers

3. Enable tracking to OmniRPS

1. Create the OmniParcel Account

Open Omni Parcel Admin
There are two ways to create an account:

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1. Copying a customer is best for setting up an account quickly and without any errors.

   1. 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.

   2. 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.

   3. To do this, select ‘copy customer’

      

   4. 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.

      

2. 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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3. Enable Tracking

Tracking needs to be manually set up for OmniParcel to send OmniRPS the tracking events. Without this, credits may not be issued to customers

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