Ideas to Impact Conference: May 28-31, 2019

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The PostalOne! application provided by the USPS® is only compatible with Windows® operating systems.

With the new Full-Service Intelligent Mail requirements effective January 26th, 2014, you will save your postal reports as Mail.dat files and submit the files electronically through PostalOne!. You will no longer have to print out your Max It! reports and take them to the post office. You will just need to take your Job ID from PostalOne! along with your mailing to the Post Office. Note: You can print out your Postage Statement from PostalOne! which includes this Job ID.

Note

The first time that you save the Mail.dat files to submit electronically, you will need to go through TEM Testing. After this has been completed, you will submit your live jobs to PostalOne!, then bring your Job ID along with your mailing to the Post Office.

You can select to save the files to any folder on your hard drive, and we recommend creating a separate folder for these files. You may want to create a folder called Max It! mailings or bulk mailings, then create a sub folder for each time you run a mailing and save the Mail.dat files. The title of the sub-folders can be the dates you run your mailings.

You will notice that several files are saved; the only one you need to upload to PostalOne! is the .hdr file. You can register for a PostalOne! account here.

 To save the Mail.dat file to submit to PostalOne!
  1. Under Searches and Reports, click the Labels tab.
  2. In the drop-down list, select People or Staff/Organizations. Click Go .
  3. On the sidebar, select Create a New Max It Mailing, then click Customize.
  4. On the Report Options tab, set up your mailing’s address labels and click Preview.
  5. The PRESORT Agent Wizard displays. Proceed through the wizard, selecting the appropriate template, sort class and piece type, mail piece dimensions, sort levels and advanced options, mailing and permit information, Mail.dat information, mail sort discounts, Intelligent Mail settings, and tray/sack labels.
  6. Click Finish to sort your Max It bulk mailing. After sorting your Max It bulk mailing, the Progress window displays.
  7. Under Files, click Save next to Mail.dat.
  8. Select the location where you want to save the files, then click OK.
  9. Once you have saved your files, you will locate the .hdr file and upload it to PostalOne!.

In the Reports section of the Progress window, you can still preview, print, and save the reports as a PDF for your records. You can also save the container labels for your Max It bulk mailing.

 To Preview and Print Max It Reports
  1. Under Searches and Reports, click the Labels tab.
  2. In the drop-down list, select People or Staff/Organizations. Click Go .
  3. On the sidebar, select Create a New Max It Mailing, then click Customize.
  4. On the Report Options tab, set up your mailing’s address labels and click Preview.
  5. The PRESORT Agent Wizard displays. Proceed through the wizard, selecting the appropriate template, sort class and piece type, mail piece dimensions, sort levels and advanced options, mailing and permit information, Mail.dat information, mail sort discounts, Intelligent Mail settings, and tray/sack labels.
  6. Click Finish to sort your Max It bulk mailing. After sorting your Max It bulk mailing, the Progress window displays.
  7. Under Reports, select the required and recommended reports that you want to preview and click Preview.
  8. The Preview Reports window displays. Click the Up and Down Arrows to scroll through the pages of your reports.
  9. To print your reports from this window, click Print.
 To Print Max It Reports Without Previewing
  1. Under Searches and Reports, click the Labels tab.
  2. In the drop-down list, select People or Staff/Organizations. Click Go .
  3. On the sidebar, select Create a New Max It Mailing, then click Customize.
  4. On the Report Options tab, set up your mailing’s address labels and click Preview.
  5. The PRESORT Agent Wizard displays. Proceed through the wizard, selecting the appropriate template, sort class and piece type, mail piece dimensions, sort levels and advanced options, mailing and permit information, Mail.dat information, mail sort discounts, Intelligent Mail settings, and tray/sack labels.
  6. Click Finish to sort your Max It bulk mailing. After sorting your Max It bulk mailing, the Progress window displays.
  7. Under Reports, select the required and recommended reports that you want to print and click Print.
 To Save Max It Reports as PDFs
  1. Under Searches and Reports, click the Labels tab.
  2. In the drop-down list, select People or Staff/Organizations. Click Go .
  3. On the sidebar, select Create a New Max It Mailing, then click Customize.
  4. On the Report Options tab, set up your mailing’s address labels and click Preview.
  5. The PRESORT Agent Wizard displays. Proceed through the wizard, selecting the appropriate template, sort class and piece type, mail piece dimensions, sort levels and advanced options, mailing and permit information, Mail.dat information, mail sort discounts, Intelligent Mail settings, and tray/sack labels.
  6. Click Finish to sort your Max It bulk mailing. After sorting your Max It bulk mailing, the Progress window displays.
  7. Under Reports, select the required and recommend reports that you want to save and click Save as PDF.
  8. Select the location where you want to save your reports in the Save in drop-down list.
  9. In the File name field, rename your reports and click Save.
The Progress Window

  • Required Reports— These reports must accompany your mailing when you take it to the Post Office or USPS Facility.
    • Qualification Report — The Qualification Report is a detailed breakdown of the contents of each tray and a summary of the rates claimed for Destination Entry Discounts.
    • Postage Report — The Postage Report shows the volume of mail being presented, the postage payable or affixed, and certifies that the mailing meets the applicable eligibility standards for the rate claimed.
    • Drop Shipment Report — The Drop Shipment Report is required if you will present your mailing to multiple Postal Service Facilities around the region or country.
    • Container Labels — Trays and sacks must be tagged with barcoded labels in order for the Postal Service’s automated equipment to process them. These labels are created and printed based upon the settings entered for the sort. Select Save to File if you want to print container labels from outside of Max It. This will generate a comma-delimited text (.txt) file. When you click Lookup , you will be prompted for a location and file name to save the text file
  • Recommended Reports— These reports are not required by the USPS, but may be helpful for your organization’s internal reference.
    • Mail Sort Summary — This is a one-page summary of the settings used in this presort and the results.
    • ZIP Code Listing — This report lists the number of pieces in each ZIP Code used in the mailing and the rate category for which they qualified.
    • Container Listing — This is a detailed breakdown of the number of pieces in each container by sort type and destination ZIP Code.