Difference between revisions of "Accounting Finance:Purolator-Address Book"

Latest revision as of 10:35, 29 March 2021

Overview

uniPHARM has entered into an agreement with Purolator to handle freight services for a selected number of phase one customer accounts. This will be expanded to other customers and shareholders after the initial test phase. In the meantime, please do not offer this service to any customer or shareholder not on the attached list. Purolator Customers

Contacts

Mathiew Arsenault, Customer Care Mathiew Arsenault

Tel: 888-744-7123 ext. 71234 (Working hours: 10am-6pm)

Sandra Chambers, Manager,Customer Engagement Sandra Chambers

Tel: 604-273-4333 ext. 5305, Cell: 604-679-6827, Toll-free: 1-800-663-7969 ext. 5305

Mark Alexander, Strategic Account Executive Mark Alexander

Tel: 604-273-4333 ext. 5305, Cell: 604-679-6827, Toll-free: 1-800-663-7969 ext. 5305

Register New User

Main user will be nancyn which will have the main address book. Do not set up any new users without obtaining authorization from the Manager, Finance or Manager, Distribution.

Click Register Now
Click Register your existing Purolator Business Account number
Enter User Details
Click drop-down for secret question and select What city were you born in?
Enter Secret answer Richmond
Click Next
Enter Shipping address
Enter Account Number 1459906
Enter Returns Account Number 7631763
Click box for I agree to the Purolator Online Shipping License
Click Register

Login to Purolator Freight Online

Access the Purolator website https://eshiponline.purolator.com/ShipOnline/SecurePages/Public/FormsLogin.aspx?ReturnUrl=%2fShipOnline%2fWelcome.aspx
Enter your user ID nancyn and password 2017UWD
When you are done, click the Login button.

Share Address Book

It is best to share one address book which allows all users to share and make changes. The main address book is with nancyn; therefore, all users will share the nancyn address book

Click My Account
Click Address Book
Choose the action share address book
Click Go
Click Add User
Enter user ID
Click Read and Copy
Click Save

Add New Address

After the Manager, Distribution has advised you of new address for the Purolator group, add address to the address book.

Log in with user ID nancyn and password 2017UWD
Click My Account
Click Address Book
Choose the action Add Address
Click Go
Enter Nickname (customer account number)
Enter address details

Enter Cost Centre (Customer account number)
Enter E-mail Address (call store and ask for a specific email address that the store wants to direct freight return claims)
Click Save

Edit Existing Address

Log in with user ID nancyn and password 2017UWD
Click My Account
Click Address Book
Click pencil icon next to customer name
Make any changes
Click Save

@@ Line 1: / Line 1: @@
 ==Overview==
-uniPHARM has entered into an agreement with Purolator to handle freight services for a selected number of phase one customer accounts. This will be expanded to other customers and shareholders after the initial test phase. In the meantime, please do not offer this service to any customer or shareholder not on the attached list. {{unc|\\superserver.unipharm.local\Customer Service\common\Purolator\Phase 1 - Purolator Customers.xlsx|Phase 1 Customers}}
+uniPHARM has entered into an agreement with Purolator to handle freight services for a selected number of phase one customer accounts. This will be expanded to other customers and shareholders after the initial test phase. In the meantime, please do not offer this service to any customer or shareholder not on the attached list. {{unc|\\SUPERSERVER\Shared User Folders\DC Richmond\All freight by customers.xlsx|Purolator Customers}}
 ==Contacts==
-*'''Andrew Noonan''', Customer Care [mailto:Andrew.Noonan@purolator.com Andrew Noonan]
+*'''Mathiew Arsenault, Customer Care [mailto:Mathieu.Arsenault@purolator.com Mathiew Arsenault]
-Tel: 888-744-7123 ext. 71016 (Working hours: 10am-6pm)
+Tel: 888-744-7123 ext. 71234 (Working hours: 10am-6pm)
-*'''Sandra Chambers''', Manager,Customer Engagement [mailto:Sandra.Chambers@purolator.com Sandara Chambers]
+*'''Sandra Chambers''', Manager,Customer Engagement [mailto:Sandra.Chambers@purolator.com Sandra Chambers]
 Tel: 604-273-4333 ext. 5305, Cell: 604-679-6827, Toll-free: 1-800-663-7969 ext. 5305
-*'''Mark Alexander''', Customer Engagement [mailto:Mark.Alexander@purolator.com}
+*'''Mark Alexander''', Strategic Account Executive [mailto:Mark.Alexander@purolator.com Mark Alexander]
 Tel: 604-273-4333 ext. 5305, Cell: 604-679-6827, Toll-free: 1-800-663-7969 ext. 5305
 ==Register New User==
+Main user will be '''nancyn''' which will have the main address book. Do not set up any new users without obtaining authorization from the '''Manager, Finance''' or '''Manager, Distribution'''.
 #Click '''Register Now'''
 #Click '''Register your existing Purolator Business Account number'''
 #Enter '''User Details'''
-#Click drop-down for secret question and select '''What city were you born in?'''
+#Click drop-down for '''secret question''' and select '''What city were you born in?'''
 #Enter Secret answer '''Richmond'''
 #Click '''Next'''
 #Enter '''Shipping address'''
 #Enter Account Number '''1459906'''
+#Enter Returns Account Number '''7631763'''
 #Click box for '''I agree to the Purolator Online Shipping License'''
 #Click '''Register'''
 [[File:Purolator8.PNG|400px]]
@@ Line 31: / Line 34: @@
 ==Login to Purolator Freight Online==
 #Access the Purolator website [https://eshiponline.purolator.com/ShipOnline/SecurePages/Public/FormsLogin.aspx?ReturnUrl=%2fShipOnline%2fWelcome.aspx https://eshiponline.purolator.com/ShipOnline/SecurePages/Public/FormsLogin.aspx?ReturnUrl=%2fShipOnline%2fWelcome.aspx]
-#Enter your user ID '''nancyn''' and password '''2017UWD''' #When you are done, click the '''Login''' button.
+#Enter your user ID '''nancyn''' and password '''2017UWD'''
+#When you are done, click the '''Login''' button.
 [[File:Purolator1.PNG|400px]]
-==Track a Shipment==
-#Under Track - enter '''tracking number or pick ticket number''' and '''001''' (for more than one shipment - enter 002, etc)
-#Click the '''Track''' button
-[[File:Purolator2.PNG|400px]]
-===Tracking Details===
-#For shipment which has not been delivered, enter '''E-mail Notifications to custserv@unipharm.com and the customer''' which will email a notification when the shipment has been delivered
-#For shipment which has been delivered, you can click '''View proof of delivery and signature''' and enter the Purolator Business Account number '''1459906''', click '''submit''' and click the email icon to email to a copy to the customer.
-[[File:Purolator3.PNG|400px]]
-[[File:Purolator4.PNG|400px]]
-==Reports==
-#Goto '''My Account'''
-#Click '''Reports'''
-#Click '''Track'''
-#Click '''Track by Reference'''
-#Enter '''Customer Account''' next to '''Please enter a reference:'''
-#Click '''Submit'''
-==Create a Return Shipment==
-#Goto '''Ship & Track'''
-#Click '''Create a return shipment'''
-#Enter '''customer account number''' under Nickname and click '''Find''' or click the address book icon [[File:Purolator7.PNG|30px]]and select the address book '''nancyn'''
-#Enter '''RMA number''' (hotline number)
-#Enter '''Shipper's Message''' (if required)
-#Enter any '''Special Instructions for Delivery'''
-#Click '''Next'''
-#Enter '''Description''' (optional)
-#Review all return shipment information.
-#When you are done, click '''Ship Now'''
-*'''E-mail Notifications''' will be emailed to '''customer email address''" in address book which will include a link to download and print the '''Return label'''
-*There will also be a link for the customer the request Purolator to pick up the package by selecting '''Schedule a Pickup''' option on the email or calling '''1-888-SHIP-123'''
-[[File:Purolator5.PNG|400px]]
-==Cancel Return Shipment==
-*No need to cancel shipment if not required, shipment will not be charged until shipment has been picked up.
-==Critical Report==
-*Each day, the assigned '''Purolator Customer Service Rep''' will be forwarding a '''Staub Report''' to '''custserv@unipharm.com, geraldp@unipharm.com, gordonm@unipharm.com and seank@unipharm.com'''.
-*This report will show all the '''deliveries''' from the previous day and the assigned '''Purolator Customer Service Rep''' will identify on his email any critical shipments with delivery issues.
 ==Share Address Book==
-It is best to share one address book which allows all users to share and make changes. The main address book is with '''nancyn'''; therefore, please have her share her address book by performing the following steps:
+It is best to share one address book which allows all users to share and make changes. The main address book is with '''nancyn'''; therefore, all users will share the '''nancyn''' address book
 #Click '''My Account'''
+#Click '''Address Book'''
 #Choose the action '''share address book'''
 #Click '''Go'''
 #Click '''Add User'''
 #Enter '''user ID'''
+#Click '''Read and Copy'''
+#Click '''Save'''
 [[File:Purolator6.PNG|400px]]
+==Add New Address==
+After the Manager, Distribution has advised you of new address for the Purolator group, add address to the address book.
+#Log in with user ID '''nancyn''' and password '''2017UWD'''
+#Click '''My Account'''
+#Click '''Address Book'''
+#Choose the action '''Add Address'''
+#Click '''Go'''
+#Enter '''Nickname''' (customer account number)
+#Enter '''address details'''
+#Enter '''Cost Centre''' (Customer account number)
+#Enter '''E-mail Address''' (call store and ask for a specific email address that the store wants to direct freight return claims)
+#Click '''Save'''
+==Edit Existing Address==
+#Log in with user ID '''nancyn''' and password '''2017UWD'''
+#Click '''My Account'''
+#Click '''Address Book'''
+#Click '''pencil icon''' next to customer name
+#Make any changes
+#Click '''Save'''