4. OmniParcel Returns rates set up

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: ‘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

1. Click on ‘Search Accounts’ under the Accounts Section to bring up this page.

2. Click on ‘Add New’ to create a new OmniParcel account for the client.

   Open

   

3. Enter in client information taken from the zoho form. Then click ‘save’.

   1. Account payable and operational contact fields are automatically filled out. Only change if information is missing or if indicated to by account manager.

      Open

      

4. Site address information will also be automatically filled out. Only change this information if advised by account manager.

5. Adding carriers

   1. You will need to add carriers to the account.

   2. To do this, scroll down the page until you find the ‘Add Carriers’ section, and click ‘Add’

   3. A dropdown menu will appear showing all the different carriers

   4. Select the appropriate carrier(s)

   5. 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.

6. Once you have added in each relevant carrier, the account should have carriers showing in the below formatting.

   1. For each return carrier selected, the manifest return address is not required

7. Adding rates

   1. Add the return rates to the specific carrier.

   2. Unlike for outbound shipments, the rates go into each return carrier as opposed to the OmniParcel ‘parent’ carrier

   3. Click on the respective returns carrier to access their rate information

   4. 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

   5. 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)

8. Uploading rates

   1. Once you have added the rates into the template, copy the excel file.

   2. Go back into the carrier in Omni Parcel admin, select ‘import’.

   3. It will then show you the below image. You will select the rates format as either:

   4. Bulk Linear ( select this format if the rates have been provided as Per item, per kilogram charges)

   5. Stepped (select this format if the rates have been provided in incremental weights e.g 100grams, 200grams ,300 grams etc.

   6. Select ‘Next’

9. Review & Validation

   1. You will then be taken to the below page which is the ‘preview rates’ page.

   2. This page validates the formatting and identifies any issues before the rates are uploaded into OmniParcel

   3. If the validation is invalid, there is an error in the rates format, and it will need to be corrected.

   4. If validation column is empty, formatting is correct. Click ‘apply changes’

   5. How the rates will appear once they have been successfully uploaded

       

‘Copy Customer’

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.

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

1. In OP admin > Search Accounts > Feeback Files

2. Click the Add/pencil icon

3. Add all the carriers the retailer will be using

4. File format: Omni_Tracking_with_reference_returns

5. Enable: Yes

6. Output: Email_And_Ftp_push_out

7. Email address: ftptrackingfile@gmail.com

8. Ftp server: ftp.omniparcel.com

9. ftp port: leave blank

10. folder: /OmniRPS/FtpTrackingFiles/Inbound

11. Username: Kinjal

12. Click Save

Please continue to 5. OmniReturns Account set up