EST Online Enhancements January 7, 2013

2 EST Online Enhancements – January 7, 2013 January 2013 Updates to EST Online include: Requirement to create a separate Canada Post username for each customer number Updated Service Names New Shipping Label formats New Prepaid Code Field for Prepaid Envelopes New Customs code minimum field length Refreshed History/Tracking data Templates Filter for Mailings New SOM format New Process for Unaddressed Admail 1) Streamlined Unaddressed Admail paperwork 2) Detailed Distribution Plan only available on demand 3) Simplified entry workflow for Fully Featured

3 EST Online Enhancements – January 7, 2013  Create a separate username for each customer number If your username to sign in to My Business Profile on canadapost.ca is attached to more than one customer number, you will have to create a separate username for each customer number you want to “Mail By” in EST Online. Follow the steps below to create a new username for each of your customer accounts. From the Business sign-in page ( Note: This change does not affect your ability to use MMA or BRM, only EST Online.

4  Updated Service Names When choosing your Service Type for shipping or mailing, you will notice the names are more user-friendly. Example: Expedited Parcel Piece Rated  Expedited Parcel Add Admail – MP – DMD – S/L  Addressed Admail – MP – DMD – S/L  New Shipping Label Format Shipping labels will be updated to the latest Canada Post specifications, as shown below. There is no change to label size or to your processes. EST Online Enhancements – January 7, 2013

5  New Prepaid Code Field for Prepaid Envelopes For Prepaid Envelopes that don’t have a tracking number, you must enter in EST Online the 6-digit prepaid code located on the back of the envelope under the recycle symbol.

6 EST Online Enhancements – January 7, 2013  New Customs code minimum field length HS (Harmonized System) Codes are international customs codes for classifying goods. They are used to assist the processing of goods through Customs. When supplied, the HS Code must be a minimum of 6 digits (previously 4-digit codes were acceptable).

7 EST Online Enhancements – January 7, 2013  Refreshed History/Tracking data History data will be refreshed on January 6 th, When using the “Search Shipping History” feature for shipments, only new data after January 6 th 2013 will be returned. IMPORTANT: If you need to access your earlier shipping history, you must use the Reports feature in the Online Business Centre.

8 EST Online Enhancements – January 7, 2013  Templates are Filtered for Mailings In the Select Templates drop-down menu, only templates related to the current service selected will be displayed. Example: If you are in the Addressed Admail screen and you view the Select Template drop- down menu, only your Addressed Admail templates will be displayed.

9 EST Online Enhancements – January 7, 2013  New SOM Format The new SOM created in EST Online will have a slightly different layout, but will contain the same information. There is no change to any existing process.

10 EST Online Enhancements – January 7, 2013  New Process for Unaddressed Admail 1)We have streamlined the paperwork for Unaddressed Admail created in EST Online. The new SOM combines three documents into one: Summary of Mailing, Packing Slip and SOM. The ADS labels are replaced by the new Container Labels (three-up horizontal labels also used by EST 2.0) If you have recently ordered labels, you will be sent a notification of the change and an order of new labels to help transition. The three-up horizontal labels can be ordered either online at canadapost.ca/obc (form # ) or by contacting the Canada Post Customer Relationship Network. Note: Manual ADS slips are still required if you complete orders manually.

11 EST Online Enhancements – January 7, ) The Detailed Distribution Plan will only be produced on demand EST Online will generate a Detailed Distribution Plan report only if you select the checkbox before transmitting your order (see right image below). You can also retrieve the report from Current Orders within 24 hours only if you selected the checkbox. Note: The Distribution Plan (Summary) will continue to be generated for Preview or Print purposes prior to clicking Submit (transmission). Formerly known as the Original Report button (automatically generated for preview). OLD

12 3) New Unaddressed Admail Fully Featured Screen Flow EST Online Enhancements – January 7, 2013 Highlights: The flow consists of the same look and 4 easy steps found in Express Order Entry (EOE). The delivery coverage is selected through a geographic criterion, such as K1A or Ottawa, and is no longer by Delivery Installation (DI). You can continue to select more than one FSA for delivery coverage. The flow now includes online maps consistent with EOE and Precision Targeter. You now enter information by Mail Piece.

13 EST Online Enhancements – January 7, 2013 step 1 About My Mailing section of the data entry screen contains customer information required to ensure accurate pricing and billing. White fields are mandatory. Grey fields are optional. Select the Householder Counts Data Type. Select the size of the items being mailed (Standard, Oversize 1, or Oversize 2). Select whether a sample is included. Select the Outlet of Payment, which will default as the drop-off location. Click the for field explanation Standard/Premium service is determined by the system based on the characteristics of the mail piece(s). Creating a Fully Featured Unaddressed Admail Order

14 step 1 continued My Contact Information section requires a Contact Name and Phone Number. is optional. Mail Pieces section will list all the Mail Pieces created by title. EST Online Enhancements – January 7, 2013 Create a Mail Piece by selecting the button.

15 step 2 You will be brought to Step 2. Enter Delivery Details for My Mailing Piece: −Title −Weight −Cost Centre Reference (optional) Select Start upon receipt or Specific Start Date. Select whether drop-off will be at one location or will be delivered directly to various DIs. Enter the number of items per bundle, number of bundles and container type. EST Online Enhancements – January 7, 2013

16 step 2 continued For Delivery Coverage, select the filter criteria: –Target Areas –Delivery Modes –Demand Level Select walks by using either the Postal Code or the Province as Search Criteria. EST Online Enhancements – January 7, 2013

17 step 2 continued Search by Postal Code Enter Postal Code K2E and click add. The Mailing Plan results include the totals for all the walks in K2E (tray collapsed). EST Online Enhancements – January 7, 2013 You can add more than one FSA here. Enter K7A and click add. You will notice K7A is now listed in the Mailing Plan under K2E.

18 step 2 continued Search by Postal Code Select the checkbox next to K2E and click the plus (+) sign. This will display the walks within the Delivery Installation that service the FSA selected. You can select or de-select applicable walks. You can override the totals at walk level by clicking in the Desired Total field EST Online Enhancements – January 7, 2013

19 step 2 continued Search by Province From the drop-down menu, select British Columbia. Click the button. A window opens with an alphabetical list of Postal Delivery Areas. Scroll down and select Vancouver. You can select more than one Delivery Area and then click add. EST Online Enhancements – January 7, 2013 Online Maps available

20 Step 2 continued Search by Province In this example, Vancouver was selected. The Mailing Plan presents 12 DIs for Vancouver. You can expand only one DI at a time and select applicable walks. EST Online Enhancements – January 7, 2013 step 2

21 step 2 continued Once you have selected the applicable walks, click Finish. This will take you back to step 1. Notice the Mail Piece you created is now listed in the Mail Pieces table. You can edit it by selecting the pencil or delete it by clicking the X. Click on the pencil to edit. EST Online Enhancements – January 7, 2013 step 1

22 Step 2 continued Edit a Mail Piece When you select the pencil you will return to step 2. Make your edits and click Finish. EST Online Enhancements – January 7, 2013 step 2 This will take you back to step 1. You can create another Mail Piece by clicking add. If complete, click next step.

23 EST Online Enhancements – January 7, 2013 Step 2 continued Error in a Mail Piece If a mailing plan update is required (walk information needs to be updated; fields missing information) you will see a caution sign next to the mail piece title. Select the mail piece to make your edits (step 2). Click refresh to update the mail piece information. You will return to step 1. step 2

24 At step 1, once the mail pieces are complete, click next step. This takes you to View My Order, step 3. Expand the Mail Piece tree by selecting the plus (+) sign to review DIs and the walks selected. The Credit Card fields will display only if you selected credit card as a method of payment in step 1. EST Online Enhancements – January 7, 2013 step 3

25 continued You can preview documents (SOM and Distribution Plan Summary) The Detailed Distribution Plan is now optional and can only be generated prior to transmission. Select the Preview Statement of Mailing link. EST Online Enhancements – January 7, 2013 Documents are now PDF links. Template can be saved here. step 3

26 EST Online Enhancements – January 7, 2013 step 3 continued The SOM Preview will display. Close the preview and select the next step button to submit the order. Clearly indicates SOM Preview The Canada Post logo no longer appears on the print preview The print previews are displayed in your selected language

27 EST Online Enhancements – January 7, 2013 continued After you select the next step button, select Submit to transmit the order. step 3

28 EST Online Enhancements – January 7, 2013 step 4 You will be brought to step 4, Prepare My Mailing page. An order number is generated and the SOM, Container Labels and the Distribution Plan (Summary by default or Detailed if requested in step 3) are available for printing. Instructions for how to complete the mailing for drop-off are provided at the bottom of the screen.

29 EST Online Enhancements – January 7, 2013 Once submitted, orders can be printed within 24 hours from the Current Orders page.