Client set up

Account Manager - uploads signed contract and rates to Salesforce.

1. ‘returns’ needs to be in the opportunity name

2. contacts nominated by the account managers and listed as ‘contact roles’ in the awarded opportunity

3. Each contact needs to have the SEKO Advisories box checked

Account Manager sends the client returns boarding form to complete. Retailer must complete this form before onboarding can begin

Account Manager notifies on boarding team account ready to be set up
All the below tasks are for the onboarding team to action

Create OmniParcel main account 4. OmniParcel Returns rates set up

Create OmniReturns account 5. OmniReturns Account set up

Create the OmniParcel RPS processing accounts 6. OmniParcel RPS Accounts

Create OmniRPS account - if we’re going to be processing their returns 7. OmniRPS Account set up
Use the OP RPS API keys to add in the OmniRPS retailer account under each hub

Add OmniRPS ID into OmniReturns account

Test returns - this needs to be done to catch any issues before go live

1. Create a test return via the portal (if using the portal, otherwise request client to create a label). Confirm label is created, check destination address is correct

2. Process return in RPS
   OmniRPS > Processing > Scan connote number > confirm data looks correct > hit submit
   If the return data does not show, check the RPS ID is added in OR and test again

Confirm with retailer go-live date

Send ‘New Returns Client’ notification 11. Returns Hub Notification Email

Client goes live