Click hereClick here
To create a new Postal Pre-Sort process:
-
Above the list of existing Postal Pre-Sorts, click + New.
-
A "New Postal Pre-Sort" pop-up window is displayed. In the "Name" field, enter a name for the new Postal Pre-Sort.
-
From the "Data Source" drop-down menu, select the source table.
-
Click Create. The Workspace is refreshed to show the Postal Pre-Sort detail screen.
-
Optionally, you can assign one or more tags to your Postal Pre-Sort. To assign a tag, click on the "Add tag" field in the Edit section of the Tool Ribbon. The system displays a pop-up menu of all the existing tags. You can select one of these tags, or type in a new one and press Enter. You can repeat this process to add more tags. To remove a tag, click the "X" icon next to the tag label.
-
The "Processing Options" section displays various parameters related to your Postal Pre-Sort. Select the desired parameters:
-
Type: "Postal Pre-Sort" is selected by default.
-
Process: "NCOALink" is selected by default; you must run NCOA processing when doing a Postal Pre-Sort.
-
Mail Class: Select a mailing class, either "Standard" or "First Class."
-
NCOA Months: Select the date range for checking the NCOA database for new addresses.
-
Matching: Select the type of NCOA matches you want to accept, either "Business," "Individual," or both.
-
Printer: Select the print shop vendor.
-
Optical Mark Recognition (OMR) Sequencing: Select if, and when, to reset the Postal Pre-Sort sequence number. You can select to never reset the sequence number, or you can restart the sequence number at each Segment, at each Pallet, or at each Tray.
-
Output Batching: Select if, and when, to split the output file. You can select to put all output records on one output file, or you can split output files by Segment, by Pallet, or by Tray.
-
Postage: Select how you're paying the postage costs. Depending on which Postage option you select, you may need to provide additional information, as follows:
-
Permit: The "Permit Holder Info" section is displayed; enter the requested information about the permit holder.
-
Metering: No additional information is required.
-
Stamps: Enter the postage amount per stamp.
-
In the "Origin Post Office Info" section, enter the postal location of the print shop vendor.
-
In the "Entry Point Post Office Info" section, specify the entry point for where your mailing pieces will be handed over to the U.S. Postal Service.
-
In the "Mail Agent Info" section, enter the contact information of the print shop vendor.
-
In the "Mail Owner Info" section, enter the details about the organization responsible for the mail piece.
-
The "Address Fields" section is used to define the Postal Pre-Sort file. For each item (Name, Street Address, City, etc.), select the corresponding field in the source table that will be used to populate this item. For the consumer's Name, you can select either a single "Full Name" field, or separate "First Name" and "Last Name" fields.
Note: The Postal Pre-Sort file requires a set of postal-related fields that typically aren't part of a "Recipient" table, such as "Delivery Point Barcode" or "DPBC Check Digit." To automatically add these required postal fields to the source table, click Edit > Database > Add Required Data Fields in the Tool Ribbon. All of these new fields can be seen on the Tables screen, and are identified by the prefix "Presort."
-
The "Postal Processing FTP Site" section is used to define where the Postal Pre-Sort file should be sent. From the "FTP Profile" drop-down menu, select an FTP Profile. Optionally, in the "Folder Path" field, enter the filepath on the FTP site where the Postal Pre-Sort file should be saved.
-
When finished, click Edit > Save in the Tool Ribbon.
|