Easy Steps To Success
Obtain a Pro-Mail registration code for Post Master™.
Apply Post Master™ program setup information.
Create postage statements.
Export postage statement data to Pro-Mail.
SETUP
1. Do a normal POST MASTER™ single user or network installation. You
will need to create a logical drive mapping for the drive on your network
that can be accessed by both your POST MASTER™ and Pro-Mail 5 program.
2. On each workstation that will be using POST MASTER™, you must setup an ODBC System DSN data source pointing to the database that will be used by Pro-Mail 5. The procedure for doing this will vary with each version of Windows but you will need to know which server the database is on, the name of the database and the login and password to access the database before you start your configuration. The folder that we need to point to is the one that holds Pro-Mail’s Warehouse database.
3. Select the “Program Setup” option
on Post Master™’s File Menu.. In
order to enable the Pro-Mail 5 mode, you must obtain a registration key
from Window Book that supports this feature. Versions
of POST MASTER™ earlier than 5.02.01.01 did not require a special key.
At the Defaults Tab, select Pro-Mail from the drop-down box in the lower left hand corner of the screen.
4. Press the Settings button. Select the data source you set up for Pro-Mail 5 and enter the user name and password that is required to access this database.
5. Next, click on the Export Tab:
6. Highlight the Pro-Mail 5, XML option and press the Change option.
7. Do check Enable Pro-Mail
5, XML Export (note, you can have both Pro-Mail 4 and 5 interfaces enabled
and data will be sent to both systems which may be useful during a transition
period).
8. Select the folder on the network using the lookup button on the right
of the Export Folder field where
you will be sending your Pro-Mail data. This is usually something like
H:\Gomi depending on how you mapped the network drive that can be accessed
by Pro-Mail.
9. Do Not check off the XML
Test checkbox. This will include container level detail in your
XML files which is not used by Pro-Mail at this time.
10. Press the OK button on the Job Shop Export Settings dialog.
11. Do check off ‘Export Only
Verified Statements’ on the Export tab of Program Setup. Press the
OK button at the bottom of the screen to save your set-ups.
12. Repeat steps 3 and 4 to select your ODBC datasource and enter login info for ALL workstations using Post Master. You will not have to repeat the other setup changes.
AT THE PRO-MAIL 5 END
In the Production Control System, go to Setup, System Parameters then
set XML directory to Gomi (or
a subfolder of Gomi if you wish).
PROJECT MANAGEMENT
1. Make sure the Postage Liability and Postage Inventory Accounts have been assigned account numbers in the Setup Screen
2. Import Entry Point information. You can export a list of USPS entry points from the file menu of your Post Master Statement Printing Program then import it in Pro-Mail’s Project Management System. To import the Window Book file of destinations, log into the Production Control . Go into Utilities > Import Drop Destinations. The file should reside in Gomi. Enter the file name to import or browse the directory to select the file.
USING POST MASTER WITH PRO-MAIL 5
When creating statements with Post Master, you may either use the drop data you have setup in Pro-Mail 5 in advance or create the drops on the fly be entering a drop number into Post Master’s ‘Lot’ field that has not already been used to define a drop for the job you are creating statements for. Post Master’s “LOT” field is used for the Pro-Mail Drop Number and the “Package” field is used for the package number. Lookups are provided for each. The Drop lookup will display automatically after you select a job so you can select a valid drop for that job. When you get to the package field, press that lookup button and select a valid drop for that job. The single piece weight will be populated on the statement automatically though you can override it. Both Lot and Package fields are required.
Important Note: You do NOT have to select a Pro-Mail 5 Drop when creating statements manually. If the drop number you wish to assign is not already in Pro-Mail, you may enter your own, though you should take care to make it unique for the job. When the statement is imported into Pro-Mail 5, the drop will be added automatically.
Unlike the Drop Number, you MUST use a valid Pro-Mail 5 Package ID when creating statements otherwise the statement data will fail to be imported.
Unlike Pro-Mail 4, Pro-Mail 5 and POST MASTER support multiple packages per drop so you can create statements with either 1 package per drop or multiple packages per drop Here is how:.
Creating Single Package per Drop Statements
a. When creating a “Normal” (single package)
statement, enter the job number and press TAB. You can also lookup
the job directly from Pro-Mail’s table by pressing the lookup button to
the right of the Job field.
b. Select the Drop. After you
select or entry the job, you will see a list of drops appear. Select
one. The program will update the ‘Lot’ field with the drop number
and select the appropriate entry point for you automatically.
c. Press the lookup button next to
the Package Field and select a Pro-Mail package. The weight
of the package will be updated to Post Master’s Weight field. The
weight will be in ounces or lbs depending on what was originally setup
in Pro-Mail 5.
d. Select the Permit by pressing the
lookup button. This permit info is coming right from Pro-Mail’s
tables
.e. Create and print the rest of the statement as usual.
Creating Multi-Package per Drop Statements (First Class and Standard Mail Only)
a. When creating a new statement, indicate
“multi-package” as the statement type in the first entry field
b. Select a job then a drop as described
for single package statements.
c. Enter the rest of the statement info per
usual and enter something in the weight field, even if it is not correct.
d. Go to the calculation tab and double click
on any rate. You will see button and you will see the “Multi
Job/Client listing. Press the Insert key go to the Package field.
Press the lookup button and select a package.
e. Click on the Calculation tab and enter
your piece counts for this package. When done press the OK button
at the top of the screen then press the Insert button again to add a new
package then select which package that is and enter our counts.
f. Repeat until all packages for this drop
have been entered. Remember, this feature only allows you to create
drops with multiple packages. If you want to create statements with
multiple drops, you should be creating Consolidated statements.
Transferring Postage Data to Pro-Mail 5
a. Go to the Statement Menu and use the icon
with the blue checkmark on the toolbar to check off all statements that
have been round stamped and whose postage matches the amount in the database.
You can view the total postage without editing the statement by
pressing ‘details’ or scrolling to the right. Checking off the statement
indicates the postage is final and you will not easily be able to delete
or change this statement.
b. Go to the File Menu and select the
option to Export Jobshop Statements. Within a minute or so all your
postage data will automatically show up in Pro-Mail.
Transferring BMC, SCF and ADC data to Pro-Mail 5.
a. Go to Postmaster’s File Menu
b. Select ‘Export Entry Points’. The labeling list data in Post Master will be transferred to Pro-Mail 5.0. Note- at this time ADC’s used by Periodical Mailers are listed with BMC’s. When setting up a BMC drop for Standard Mail or Parcel Services, be sure to select the BMC not ADC entry.