Account Number and Services

When you add a new Newgistics carrier account (Add Carrier > Carrier > Newgistics), Parcel displays the screen to enter the Newgistics account number. On this screen, you also select the Newgistics services with which you will ship packages from this location.

To configure the Newgistics account number and services, complete these steps...

1. In the Account Number field, type the Newgistics account number for this location.

2. In Carrier Code field, type a name for the carrier as you want it to appear on the Web Admin (Configuration) Tool screen. For example, if you are setting up more than one Newgistics account for this location, you might want to label these NWGST-1, NWGST-2, etc.

3. In the Display Name field, type the name of the carrier as you want it to appear in the drop-down list on the Warehouse screen.

4. In the Services section, select the services that you will use to ship Newgistics packages from this location by selecting the service, and then click ADD to move the selected service from the left-hand column to the right-hand column. To select and move all of the services at once, click ADD ALL.
   You can also use the Move Up and Move Down (up arrow and down arrow) on the right to change the order of the services in the list of following services. Services appear in the configured order on the Services drop-down list on the Warehouse screen.
   

   Name on Service drop-down list	Brief description
   Bound Printed Matter	Bound Printed Matter (BPM) service is for permanently-bound sheets of advertising, promotional, directory or editorial material such as catalogs and phone books.
   BPM Parcels	Bound Printed Matter (BPM) service is for permanently-bound sheets of advertising, promotional, directory or editorial material such as catalogs and phone books.
   BPM Irregular Parcels	Bound Printed Matter (BPM) service is for permanently-bound sheets of advertising, promotional, directory or editorial material such as catalogs and phone books.
   BPM Flats	Bound Printed Matter (BPM) service is for permanently-bound sheets of advertising, promotional, directory or editorial material such as catalogs and phone books.
   First Class Package Service	First Class Mail for packages (parcels).
   First Class Letters	First Class Mail for letters.
   First Class Flats	First Class Mail for large envelopes.
   Media Mail	Media Mail is for books, sound recordings, recorded video tapes, printed music, and recorded computer-readable media (such as CDs, DVDs, and diskettes).
   Parcel Post	Small and large packages, thick envelopes and tubes containing gifts and merchandise can be sent using Parcel Post.
   Parcel Select	Designed for large- and medium-sized shippers looking for an economical ground delivery service; provides discounts for mailing sorted parcels closer to their ultimate destination.
   Std Mail Letter Automation	Discounted postage rates are available for automation-compatible mail if it meets specific standards so it can be scanned and processed by automated mail processing equipment at the Post Office. The automation standards involve size, shape, materials, readability, and correct bar coding.
   Std Mail Letter Non-Auto	Letters containing mailable items not required to be sent using First-Class Mail can be sent using Standard Mail. Standard Mail Letter is typically used for advertisements and flyers.
   Std Mail Flat Automation	A mail flat is an assembly for mailing a (usually commercial) article meeting USPS mail flat standards for uniformity and flexibility for automated mail processing. A flat is generally rectangular within a USPS specified dimensions; for example, a plastic-wrapped standard-sized magazine mailed to subscribers. Discounted postage rates are available for automation-compatible flats if they meet specific standards so that they can be scanned and processed by USPS automated processing equipment. USPS automation standards involve size, shape, materials, readability, and correct bar coding. For more information, see the USPS Web site.
   Std Mail Flat Non-Auto	This type of mail meets the USPS specifications for flats (see previous row) but cannot be processed by USPS automated processing equipment.
   Priority Mail Parcels	Priority Mail is for delivery of documents and packages in an average of 2 to 3 days.
   Prty Mail Lg Flat-Rate Box	Priority Mail is for delivery of documents and packages in an average of 2 to 3 days.
   Prty Mail Lg Flat-Rate Box APO/FPO	Priority Mail is for delivery of documents and packages in an average of 2 to 3 days.
   Prty Mail Small Flat-Rate Box	Priority Mail is for delivery of documents and packages in an average of 2 to 3 days.
   Priority Mail Flat Box	Priority Mail is for delivery of documents and packages in an average of 2 to 3 days.
   Priority Mail Flat Envelope	Priority Mail is for delivery of documents and packages in an average of 2 to 3 days.
   Parcel Return Service	The Newgistics implementation of the USPS Parcel Return Service includes the SmartLabel® system involving a special barcode that enables Newgistics to deliver the return directly to the shipper including an alert. Note: The Newgistics Parcel Return Service is zero-rated. Parcel processes a Rate request for this service but returns $0.00 for the rate.
   Parcel Select Lightweight Irregular	Parcel Select Lightweight Irregular pieces must weigh less than 16 ounces.
   Parcel Select Lightweight Machinable	Parcel Select Lightweight machinable pieces must weigh less than 16 ounces.
   Standard Mail Marketing Parcel	Marketing Parcels have a maximum size of 12 x 9 x 2 inches.

   Note: Newgistics operates in conjunction with the US Postal Service, which makes the actual deliveries of shipments. The services listed in the previous table are a subset of USPS services. For more information on Newgistics services including service codes and detailed descriptions, see Newgistics > Overview.

5. When you are done configuring this page, click SAVE in the lower-right corner of the page to save the settings. Otherwise, click CANCEL to cancel the settings.

To continue configuring Newgistics, complete the following sections:

• Account Defaults

• Import Files

• USPS Fees

Account Defaults

Address Tab

Use the Address tab on the Newgistics Account Defaults screen to enter the default "Ship From" information for this Newgistics account.
Note: The fields on this tab are automatically populated with the address information entered for the location under which the Newgistics carrier is added. Use this screen to provide any additional address information that may be need or to change this information as required.

Click SAVE in the lower-right corner of the screen to save the changes or click CANCEL to revert to previous values.

First Leg Shipment Tab

Use the First Leg Shipment tab on the Newgistics Account Defaults screen to enter information about the First Leg Carrier (see below), Bill of Lading (BOL), and minimum surcharge information for use with this Newgistics carrier account.
Notes:

• All fields on this tab are optional. You need to fill in these fields only if the first leg of the shipment is being handled by Newgistics via contract with a third-party carrier. If the shipper is providing transport of the shipment to the Newgistics hub, then leave the fields on this tab blank.

• Unless otherwise noted, all settings apply only to this Newgistics carrier account at this location.

• The settings in this table are default settings for these values. The following settings can be overwritten on the popup dialog that Parcel displays when you Close a Newgistics shipment: - Freight Carrier (First Leg Carrier) - Class (Commodity Class) - Handling Unit - Print Handling Type Labels.
  Note: For more information on closing a Newgistics shipment, see the section Newgistics > Processing a Newgistics Shipment.

Freight Carrier section (First Leg)
For more information on this, see Newgistics > Overview.

Bill of Lading Settings section

Minimums Surcharge section
Caution: You must leave the fields in this section blank unless Newgistics has provided you with these values.

Third Party Billing
Use these fields if Newgistics is handling the first leg of the shipment by contract with a third-party carrier. Newgistics provides the information described in the following table.

Click SAVE in the lower-right corner of the screen to save the changes or click CANCEL to revert to previous values.

Communication Tab

Use this screen to enter the information that allows Parcel to access the Newgistics SFTP servers for uploads and downloads the files.

Click SAVE in the lower-right corner of the screen to save the changes or click CANCEL to revert to previous values.

Report Server Tab

Use the Reports tab on the Newgistics Account Defaults screen to enter settings related to the Jasper reporting tool.
Caution: If a field on this tab contains a default value, it is strongly recommended that you accept the default and do not try to enter a different value. If you think you need to change any of the default settings, contact Customer Support first at: 1.866.649.1900.

Click SAVE in the lower-right corner of the screen to save any changes you make or click CANCEL to revert to the original values.

Tracking Tab

Use the tracking tab to specify a tracking number range and the date on which the tracking range goes into effect.
Note: Packages shipped via Newgistics can be tracked by:

• Full delivery confirmation barcode - For example: 420100249102133270106313393487

• USPS Package Identification Code (PIC) - For example: 9102133270106313393487

• Client reference number (tracking number) - For example: 1435686945344

Values entered on this screen provide the client reference number.

Click SAVE in the lower-right corner of the screen to save the changes or click CANCEL to revert to previous values.

Parcel Return Service Tab

Use the Parcel Return Service tab to specify values for the Newgsitics Parcel Return Service according to the following tables:
Top section

SmartLabel Client Data section

Click SAVE in the lower-right corner of the screen to save any changes you make or click CANCEL to revert to the original values.

Time in Transit Tab

Use the Time In Transit tab on the Newgisitcs Account Defaults page to enter settings related to time in transit (TINT) for this Newgistics Carrier account.

Click SAVE in the lower-right corner of the screen to save any changes you made or click CANCEL to cancel changes and revert to original values.

Note: For information on configuring Time in Transit calculations, see the following Help topics:

• Overview of TINT Calculation

• Time in Transit Files

• Importing Time in Transit Files

Import Files

Rating is performed for Newgistics services on a per package basis. All clients negotiate their rates with Newgistics. Parcel automatically downloads the necessary files from the Newgistics FTP server. You can then import these files using the Import Files screen.
Notes:

• For more information on downloading Newgistics files, see the section: Communication Tab.

• Newgistics rate tables are effective dated.

To import the Newgistics rating files, on the Import Files screen, click IMPORT. This process may take up to five minutes.

USPS Fees

Parcel automatically imports a set of files that populate this screen with a table of standard USPS surcharge for services and handling fees assessed in addition to Newgistics fees.
Caution: All the information in this able is read-only and is provided for informational purposes only and is updated by Newgistics via Parcel to coincide with rate adjustments announced by the US Postal Service. The table on this screen is editable but you should make modifications to it only under exceptional circumstances and after consultation with Newgistics. If you should need to edit this table (for example, to implement a necessary immediate update of USPS rates), you can do so manually according to the following procedure.
The fields in this table have the following values:

Mailer Sort Codes

Newgistics uses the Mailer Sort Code to identify certain characteristics of the return for processing purposes. The specifics of this usage are negotiated between the customer and Newgistics. Newgistics assigns one or more Mailer Sort codes to each customer.
Notes:

• If the customer is assigned more than one Mailer Sort Code, Newgistics provides instructions on which code to use under what circumstances.

• Each Mailer Sort Code for the Parcel Return Service consists of 3-5 characters. The Mailer Sort Code prints in reverse type (white characters on black background) in the lower right corner of the Newgistics SmartLabel and determines which Disposition Rule Set to use.

Use this screen to enter the following information for the Mailer Sort codes for this account as follows.

To add a Mailer Sort Code Record

1. Click ADD icon at the top of the screen. The Add Record dialog is displayed.

2. Complete the boxes as follows:

   In this box...	Do this...
   Mailer Sort Code	Type the Mailer Sort Code assigned by Newgistics. Parcel displays this value in the drop-down lists for Mailer Sort Code on the Parcel Return Service tab of the Newgistics Account Default screen and on the Warehouse Options screen Package Options area for a Newgistics shipment using the Parcel Return Service. Note: For information on specifying Mailer Sort Codes with Newgistics shipments, see Newgistics > Processing a Shipment .
   Disposition Rule Set	Type the two-digit code of the customer-specific Disposition Rule Set name provided by Newgistics and associated with the Mailer Sort Code. The Disposition Rule Set determines how the package is sorted (its "disposition").
   Description	Type the Client Description for the Mailer Sort Code. Note: Newgistics does not provide this description. This field enables users to associate their own descriptions with Mailer Sort Codes.

3. Click SAVE to save the new record. Otherwise, click CANCEL to cancel the new record.

To edit a Mailer Sort Code Record

1. Click the EDIT icon in the left column in the row containing the record that you want to edit.

2. A dialog box appears. Edit the fields as needed.

3. Click SAVE at the bottom of the dialog box to save the changes or click CANCEL to cancel your changes..

To delete a Mailer Sort Code Name Record

1. Click DELETE icon in the left column in the row containing the record that you want to delete.

2. A confirmation dialog box appears. Click OK to delete the record. Or click Cancel to keep the record.