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

Revision as of 15:37, 15 September 2017

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. Phase 1 Customers

Contacts

Andrew Noonan, Customer Care Andrew Noonan

Tel: 888-744-7123 ext. 71016 (Working hours: 10am-6pm)

Sandra Chambers, Manager,Customer Engagement Sandara 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}

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

Register New User

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
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

Add New Address

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

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
Click Save

Edit Existing Address

Click My Account
Click Address Book
Click pencil icon next to customer name
Make any changes
Click Save

@@ Line 31: / Line 31: @@
 ==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'''
@@ Line 91: / Line 47: @@
 [[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.
+#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'''
+#Click '''Save'''
+==Edit Existing Address==
+#Click '''My Account'''
+#Click '''Address Book'''
+#Click '''pencil icon''' next to customer name
+#Make any changes
+#Click '''Save'''