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OnTrac Setup

TechNote #229 Rev. 09.18.2018

OnTrac is a regional carrier that services all of California and the metro areas of Arizona, Nevada, Oregon,

Washington, Utah, Colorado and Idaho. Both your store and the destination address must be within OnTrac’s

service area for shipping.

Establish an OnTrac account

To setup an OnTrac account, call 1-800-334-5000 or visit www.ontrac.com and select “Open a FREE account”.

Account information you will need

The following information will need to be obtained from OnTrac when establishing your account.

1. An OnTrac account number

2. An OnTrac API password. Contact the OnTrac Support desk at softwaresupport@ontrac.com or call 877-225.6837.

Enable OnTrac shipping in PostalMate

In PostalMate, choose Tools > PostalMate Settings > Carrier Setup and select the OnTrac tab.

1. Check the box “Enabled”

2. Select the button to Verify OnTrac account online

3. Enter your Ontrac account number and password and click OK

Enter your OnTrac account

number and your API

Password (You must call

OnTrac to obtain this

password.).

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Page 2 OnTrac Setup

Set OnTrac Wholesale Rates

PostalMate contains OnTrac Published rates. If you have negotiated wholesale rates from OnTrac, you may

import them into PostalMate. To do this, OnTrac discount rep needs to provide you with an electronic,

specially-formatted .txt file that contains your custom rates. Typically, OnTrac themselves only provides

wholesale rates in a .pdf format, which cannot be imported into PostalMate.

1. Stay in PostalMate Settings > Carrier Setup > OnTrac

2. Click Set or import wholesale rates.

3. From the drop-down menu, choose Import custom rates from file.

4. Browse to the location where you saved the .txt file from OnTrac.

5. Click Apply.

Choose Set or import

wholesale rates.

Browse to the .txt file given

to you by OnTrac.

Choose Import custom

rates from file.

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Page 3 OnTrac Setup

Set Shipping Rates

1. In PostalMate Settings. Choose Set Shipping Rates on the left pane.

2. Use either the Global rate-setting or Advanced rate-setting (for both Fixed and Weight-based services) to

set your retail rates for OnTrac.

Set Add-On Rates

1. In PostalMate Settings. Choose Add-On Rates on the left pane.

2. Select OnTrac from the drop-down menu.

3. Set retail rates for the available add-ons.

Use Global rate-

setting to quickly

increase your retail

rates by entering a

percentage, select

OnTrac and choose

Apply & Save.

Use Advance rate-

setting to set

individual rates for

OnTrac as desired.

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Page 4 OnTrac Setup

Set Surcharges

1. In PostalMate Settings. Choose Surcharge Rates on the left pane.

2. Select OnTrac from the drop-down menu.

3. Set retail rates for the available surcharges.

Set Insurance Rates

1. In PostalMate Settings. Choose Insurance Rates on the left pane.

2. Use either the Global rate-setting or Advanced rate-setting to set your insurance retail rates for OnTrac.

Fuel surcharges are

updated

automatically.

Use Global rate-setting

to quickly increase your

retail insurance rates

by entering a

percentage, select

OnTrac and choose

Apply & Save.

Use Advance rate-

setting to set

individual insurance

rates for OnTrac as

desired.

Note: If you use an alternate insurance carrier, check with them first

to make sure your policy covers OnTrac shipments. If they approve,

you must map OnTrac carrier services to your alternate carrier here.

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Page 5 OnTrac Setup

Enable OnTrac on Rate Comparison

You must choose which Rate Comparison tabs you wish for OnTrac services to display.

1. In PostalMate Settings, choose Shipping Settings on the left pane and select the Service Display tab.

2. Place a checkmark in the box for OnTrac on any tab you wish for these services to be displayed. Optionally, you can re-name an existing tab to OnTrac to have only OnTrac services appear on this tab.

3. Do this for both Generic and Carrier-branded packaging settings.

Service Display settings for OnTrac need

to be done for Generic and Carrier-

branded packaging.

If desired, you can re-name a tab for

OnTrac and enable just OnTrac services

to display on this tab. Make sure to

checkmark the box “Tab active”.

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Page 6 OnTrac Setup

Email Notification Settings

Shipment and Delivery Notification is available for OnTrac shipments. If you have previously set up PostalMate to

send email notification for your shipments, you must re-save your settings for email notifications to apply to

OnTrac shipments. No additional setup is required. See TechNote titled Setting Up Email Notification if you wish

to learn more about this feature.

1. In PostalMate Settings, choose Email Notifications on the left pane and then click Save.

Map Departments

1. In PostalMate Settings, select Departments & Products. Choose the “Map” button.

2. Select an appropriate department for the six OnTrac services for both Shipping and Insurance charges. Click OK to save your changes.

If you already use Email

Notification, just click Save

here.

Choose the Map button.

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Page 7 OnTrac Setup

Assign Label Printer (To be done on each PostalMate workstation)

1. In PostalMate Settings, choose Label Settings on the left pane.

2. Scroll to the bottom of the list and assign OnTrac to your 4x6 label printer. Choose the “Test printer assignment for selected label” button to test your label printer selection. Click Save when done.

Enable Internet Shipping (To be done on each PostalMate workstation)

1. In PostalMate Settings, select Station Settings on the left pane.

2. Place a checkmark in the box “OnTrac web services enabled” Click Save.

Select your 4x6 label

printer from the

drop-down menu.

Checkmark “OnTrac web

services enabled” and click

Save.