Customer Label Distribution System

 

 

External Users’ Guide

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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United States Postal Service

 

 

 

 

Customer Label Distribution System

 

External Users’ Guide

 

Version 4.00

 

 

Contents

1 Introduction

1.1 CLDS Background

1.2 About This Guide

1.3 Common Features

1.4 Hints

2 How to Gain Access to the CLDS

3 Signing In and Out of the CLDS

3.1 Signing In

3.2 Signing Out

4 Welcome to the Customer Label Distribution System

4.1 Create New Orders

4.2 Manage Orders

4.3 Manage Account

4.4 View References

4.5 Account Summary

5 Create a New Order

5.1 Order Information Page

5.2 Label Detail

5.2.1 Label Information Page

5.2.1.1 Manual Field Entry

5.2.1.2 Lookup Links Selection

5.2.2 Label Wizard

5.2.3 Order Detail Actions

5.2.4 Saving an Order

5.2.5 Submitting an Order

6 Order Manager

6.1 Order Manager Page

6.2 Search and Filter Options

6.3 Actions

6.4 Archive

6.5 Unarchive

6.6 Order Details Page

7 Manage Account

7.1 My Account Page

7.2 User Information

7.3 Shipping Addresses

7.3.1 Actions

7.3.2 Adding a New Shipping Address

8 Reference Links Pages

8.1 Label Catalog

8.2 CIN List

8.3 DMM Labeling List

8.4 User Guide

8.5 Web Based Training

9 Appendix A – Local Printing

9.1 Printing from a new Order.

9.2 Printing a submitted order.

10 Appendix B 94

 

 

1 Introduction

 

 

 

 

1.1 CLDS Background

 

 

Welcome to the Customer Label Distribution System (CLDS). The CLDS is an innovative new application for mailers working with the United States Postal Service (USPS). The CLDS allows mailers to create, edit, and submit for printing their own Intelligent Mail Tray Label orders online. Previously, mailers placed orders by completing and faxing a form, contacting USPS by phone, or using the DOS-based PASSPORT system. While the options of faxing or calling in an order are available to mailers, the CLDS will standardize and streamline the order, submit, and save labels processes online.

 

 

 

 

Orders submitted online are filled by the Topeka Label Printing Center (TLPC) with status provided for each order online. Mailers can also store their user account information, which is populated from their Customer Registration Account and search for information about labels and other reference data.

 

 

 

 

 

 

 

 

Getting started with the CLDS is easy. Mailers must be registered with Customer Registration as a business user to obtain sign-in information. Once signed in to the CLDS, you can begin creating, managing label orders right away, and experience how easy the CLDS makes this process.

 

 

 

 

1.2 About This Guide

 

 

This guide describes how to use the CLDS functions. The guide also provides an explanation of how to create and manage orders, edit account information, list common reference materials, and provide helpful notes, which assist in maximizing the CLDS capabilities.

1.3 Common Features

 

 

Top Navigation Bar

 

The top navigation bar includes links specific to the CLDS. Access includes: CLDS welcome page, the Frequently Asked Questions page, the CLDS My Account page, the USPS.com home page, and Sign Out of the CLDS.

 

 

 

 

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Bottom Navigation Bar

 

The bottom navigation bar allows quick navigation to common USPS pages. Included in this bottom bar are links for Site Map, Contact Forms, Government Services, Jobs, Privacy Policy, National and Premier Accounts, and Us.

 

 

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Sorting Data

 

Many tables in CLDS allow the user to sort data in both ascending and descending order. Data can be sorted by clicking the underlined column headers; clicking once sorts the data in ascending order, clicking again sorts in descending order.

 

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Pagination

 

Some CLDS reports may provide more data than what can be displayed on one page. When this occurs, users have the ability to view the other pages of the report by clicking on the First, Prev, Next, or Last links. Users can also jump to any page by clicking on the hyperlinked page number.

 

 

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Viewing a Printable Version

 

The ability to print report information is provided by clicking on the Printer Friendly link found at the bottom of most tables. This opens a view suitable for printing by removing the navigation bars and shows all the data the report contains.

 

 

 

 

Note: This only applies to pages with a Printer Friendly link.

 

 

 

 

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Clicking the Printer Friendly link opens a pop-up window with the report information displayed.

 

 

 

 

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Downloading to Microsoft Excel

Several CLDS pages allow users to download information on the page into Microsoft Excel to facilitate further manipulation and saving of report data. Click on the Export to Excel link.

 

 

 

 

Note: This only applies to pages with an Export to Excel link.

 

 

 

 

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A pop-up window appears prompting to either open the Microsoft Excel report, save it to the computer, or cancel the operation.

 

 

 

 

Click the Open button to modify the data in a Microsoft Excel spreadsheet.

 

 

 

 

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Edit and save the data just like a normal Microsoft Excel spreadsheet. Modifications to exported data will not affect data in the CLDS.

Display Per Page

 

 

To change the number of rows displayed in a table, select a new value in the Display per page drop down. The tables and menus default to 10 rows per page (as seen in the example below). The other possible options are: 25, 50, and 100.

 

 

 

 

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Select Date Range

 

The CLDS may use a date range as one of the search criteria. The date range search criterion includes a Date From field followed by a Date To field. All dates must be entered in MM/DD/YYYY format and the Date To field cannot be earlier than the Date From field.

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Select dates by clicking on the calendar icon. Once the calendar pop-up window appears, select the desired date to populate the corresponding date field.

 

 

 

 

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Drop Down Menus

Several CLDS pages use drop-down menus to provide search criteria options. Drop- down menus show all available options for a particular field. Drop-downs limit input or criteria to one option. In the example below, the State drop-down menu shows the available options of: California, District of Columbia, Illinois, Indiana, Kentucky, Nevada, or Virginia.

 

 

 

 

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Submit Button

 

The CLDS displays a Submit button on selection pages. The Submit button either displays information corresponding to the selected search criteria, or saves new data entered into the CLDS. The button is located next to drop-downs, text fields, or at the bottom of a page.

 

 

 

 

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Back Button

 

 

The CLDS displays a Back button on many pages. The Back button returns to the previous page. This button is located at the bottom of the CLDS page.

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Help Button

 

 

The CLDS displays a Help button on select pages. The Help button displays as a "?" mark. It provides useful information to assist in completing input boxes by defining words or by specifying restraints. Help buttons are located throughout the CLDS.

 

 

 

 

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Cancel Button

 

The CLDS displays a Cancel button on many selection pages. The Cancel button terminates actions on the current page and returns users to the previous page. This button is located at the bottom of the page.

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1.4 Hints

 

 

Session Timeout

 

For security purposes, CLDS users will receive a warning pop-up window after fifteen minutes of inactivity and will be signed out if no activity occurs.

 

 

 

 

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Follow the standard sign in procedures listed in Section 3.1 to return to the CLDS if signed out of the CLDS.

 

 

 

 

Required Fields

Asterisk marks (*) on a selection page designate a required field. The required fields on the example page below are: Quantity, MP Code, Sort, Class, Type, CIN, and ZIP.

 

 

 

 

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Account Summary

 

The Account Summary displays the total number of orders created since the creation of the account. The links in the Account Summary area open the Order Manager page for the selected order type. The order types are: Total Bulk Orders, Total Collated Orders, and Total DMM Orders.

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Label Wizard

 

If both the MP Code and CIN are known, select the CIN radio button since this input method is quicker to complete. Some selections made within the Label Wizard results in fields on later screens being auto populated or reduces the number of available options. The ZIP Destination becomes a required field when the Sort is ZZZZ.

 

 

 

 

Create Order

 

A label must be added before entering the number of sets needed daily. After the label has been created, return to the Order Information page and enter the number of sets needed daily under the Order Detail section.

 

 

Order Manager

 

Orders may be filtered using a variety of criteria to show only matching orders. Fewer orders are displayed as more filters are used

 

 

 

 

Manage Account

 

 

 

 

 

2 How to Gain Access to the CLDS

 

 

Before entering the CLDS, you will first need to gain the proper access. External customers or non-USPS employees who wish to gain access and use the CLDS first need to register with Customer Registration to receive sign in information.

 

 

 

 

 

 

 

 

New users should click the Sign Up button and create a Customer Registration account. Follow the instructions for Business Account during the registration process. Last, users should access the MID System to obtain your MID.

 

 

 

 

 

 

 

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3 Signing In and Out of the CLDS

 

 

Logging in to the CLDS application requires navigating to the CLDS login page and entering username and password.

 

 

3.1 Signing In

 

 

To gain CLDS access, navigate to http://clds.usps.com and click on the Sign In button.

 

 

 

 

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You will be redirected to the Business Customer Gateway. From here, enter the Username and Password you received from Customer Registration and click the Sign In button to enter the system.

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3.2 Signing Out

Click the Sign Out link at the top right-hand corner of any page to sign out.

 

 

 

 

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Note: For security purposes, the CLDS has a built-in time-out. If the system is idle for 15 minutes, a warning pop-up window will display to inform users a CLDS action must be taken or CLDS will close the session if no action is taken. Return to the sign in page and sign back in to the CLDS to resume working.

 

Note: Any changes not saved before a session time-out occurs will be lost.

 

4 Welcome to the Customer Label

Distribution System

 

 

After successful sign in, the Business Customer Gateway page is displayed. From

here, click the link for the Customer Label Distribution System from the menu on the left of the page.

 

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This will bring you to the CLDS Welcome page. This screen provides links to the Create

New Order, Manage Orders, Manage Account and View References components.

 

 

 

 

 

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4.1 Create New Orders

 

 

The Create New Order link starts the process for generating new label orders for Bulk, Collated, and DMM types. This section also provides the ability to generate order details for each label. Assistance with order details can be accessed by an online

assistant screen called the Label Wizard. Once the label order details are saved, CLDS

also provides the ability to view a sample label containing the information entered.

4.2 Manage Orders

 

 

The Manage Orders link provides access to previously created orders. Orders can be searched and sorted by Order Date, Order Number, Set Type, MID, Shipping Address, and Order Status. CLDS also allows users to copy, edit, or archive existing orders.

 

4.3 Manage Account

 

 

The Manage Account link opens the My Account page and maintains shipping- addresses by editing existing addresses and creating new addresses. New orders can also be created from the Shipping Address page after selecting an address. This section also provides a read-only view of account details.

 

4.4 View References

 

 

The View References link provides read-only access to CIN and DMM Lists. This link also provides access to a Label Catalog containing sample label pictures and descriptions of each label type (Bulk, Collated, and DMM) and view the User Guide.

 

4.5 Account Summary

 

 

Found on the right-hand side of the CLDS Welcome page, the Account Summary displays the total number of orders created since the creation of the account. The links in the Account Summary area open the Order Manager page for the selected order type. The order types are: Total Bulk Orders, Total Collated Orders, and Total DMM Orders.

 

5 Create a New Order

 

 

To begin creating an order, click the Create New Order link on the CLDS Welcome page.

 

 

 

 

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5.1 Order Information Page

 

 

 

 

In the top left hand corner of the Order Information page CLDS shows the Mailer information for the label order.

To begin creating an order, first enter an Order Name. The order name can be any alphanumeric combination up to 40 characters in length. It is best to use an identifiable and descriptive name or something easy to remember.

 

 

 

 

 

Select the label type and code. The Set Type and Product Code drop-down menu is organized by Bulk, Collated, and DMM orders. Click the Set Type and Product Code drop-down arrow and select the applicable set type and code.

 

 

 

 

To change the Shipping Address, click on the Shipping Address drop-down arrow and select the desired Shipping Address. If the preferred Shipping Address is not found, a new address can be created by clicking the Add a new address button.

 

 

 

 

See Section 7.3 on how to complete the New Shipping Address page.

 

 

Select where the label order will be printed, locally or at the Topeka Print Center, by changing the drop-down menu to either Y, to print the labels at Topeka, or N, to print locally.

 

 

 

Click the Save order and add labels button to save the order selections. To cancel the current order and return to the Welcome page, click the Cancel button.

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Note: Changes to the Shipping Address and Set Type and Product Code selections are not possible once an order is saved.

 

 

 

 

 

 

 

5.2 Label Detail

By clicking on the Save order and add labels button, the Label Detail section will become visible at the bottom part of the Order Information page. The next step is to create and modify the contents of the Iabel order.

 

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Note: A label must be added before entering the number of sets needed daily. After the label has been created, return to the Order Information page and enter the number of sets needed daily under the Order Detail section.

 

 

 

 

Click the Add a label button to begin creating the label information for Bulk, Collated, and DMM orders.

 

 

 

 

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5.2.1 Label Information Page

 

 

After clicking the Add a Label button, the Label Information page displays. The Label Information page allows quick entry and validation of the label creation process. Three methods are available when entering label information: Manual Entry method, using the Lookup Links method, or using the Label Wizard. On the Label Information page,

values may be entered in any order. However, this guide addresses the fields in the order as they appear on the page. Regardless of the method chosen, the Label Line Number, Bin, and Quantity fields must be manually entered.

 

 

 

 

The Label Line Number field is most relevant for Collated orders because it indicates the position in the label order the label will be placed. This can be beneficial because it places the most frequently used labels at the top of an order. If a Label Line Number is not entered, the labels are printed in the order they were created.

 

 

 

 

The BIN field allows entry of an optional three-digit number to identify a specific tray of mail. If a Bin number is entered, it must be a three-digit number using leading zeros if necessary (for example, enter "001" for "1").

The Quantity field is required and represents the number of labels ordered. For Bulk and DMM orders, this field’s value must be in multiples of 300, there is no maximum quantity. For Collated orders, the quantity must be between 0 and 99.

 

 

 

 

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5.2.1.1 Manual Field Entry

 

 

For the MP Code, Sort, Class, Type, CIN, ZIP Code, and Destination fields, users can manually enter values in the appropriate fields.

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The optional Mailer’s Area and Printer Line fields are two additional fields used to assist the mailer such as specifying the company and order names or other information. Information entered into these fields appears on each label.

 

 

 

 

The Mailer's Area field is a free-form entry of any alphanumeric combinations up to 20 characters. It is only printed on 10 and 24-digit labels. The Printer Line field is a free- form entry of any alphanumeric combination up to 26 characters. It is printed on the top line of 10, 10+24, and 24-digit labels.

 

 

 

 

There are three Save button options. The Save and close button saves the input and returns to the order information page. The Save and add new label button saves the input and returns to a new blank Label Information page. The Save and copy label saves the input and returns to the Label Information page with the previous input values still showing.

 

 

 

 

Once all fields are complete, click one of the Save buttons. If the CLDS finds incorrect or missing information, an error message displays which field(s) need to be corrected. Click the Save button again once changes are made. After the input is successfully verified, the Order Information page displays the saved label.

 

 

 

 

5.2.1.2 Lookup Links Selection

 

 

Users may use the Lookup links to view available options rather than manually entering in the MP Code, Sort, Class, Type, or CIN fields.

 

 

 

 

Note: The Lookup link option can be used along with the manual entry method. When unsure of what to enter in a field, select the appropriate Lookup link.

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Clicking one of the Lookup links displays a pop-up window listing all possible selections for the field. Choose the desired option by selecting the radio button, and then click the Done button. The pop-up window will close and the selection will appear on the Label Information page in the appropriate field.

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Once all fields are complete, click the Save and close button. If the CLDS finds incorrect or missing information, an error message displays which field(s) need to be corrected. Click the Save and close button once changes are made. After the input is successfully verified, the Order Information page displays the saved label.

 

 

5.2.2 Label Wizard

 

 

If unsure of the label information options, or unfamiliar with the label order process, use the Label Wizard. It is an effective guide of the label creation process. The Label

Wizard consists of multiple selection pages; a selection is made on each page in order to proceed to the next page. The Label Wizard allows the option to save the current selections and close the Label Wizard at any point in the process. Click on the Label Wizard link on the top half of the Label Information page to start the wizard.

 

 

 

 

 

 

The first pop-up window requests the Label Line Number, BIN, and Quantity fields. Continue by selecting either the MP Code or CIN radio button. If both the MP Code and CIN are known, select the CIN radio button since this input method is quicker to complete.

 

 

 

 

The CIN radio option is quicker because valid entries for MP Code, Sort, Class, and Type are automatically populated. Conversely, selecting the MP Code options requires manually choosing the remaining Sort, Class, Type, and CIN characteristics of a label.

 

 

 

 

Often there is more than one option available when creating a label, select the appropriate radio button for the label being created.

 

 

 

 

 

 

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Beginning with MP Code

 

On the MP Code page select one of three options: Barcoded Mail Pieces (B), Machineable Mail (U), and Non-Machineable Mail (N). Once an MP Code is selected, click on the Next button to proceed to the next Label Wizard page. Selections made in previous windows affect choices later.

 

 

 

Note: The Label Wizard shows previous selections on the top of each screen. Note: Some selections made within the Label Wizard results in fields on later

screens being auto populated or reduces the number of available options.

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The next step in the Label Wizard is the Sort page. This page is setup much like the MP Code page and requires a selection before proceeding to the next page. If a previous selection results in an option within the Label Wizard only having one choice, CLDS continues to show that selection for verification purposes. Either select a choice from the options displayed or accept the one option and Click the Next button to proceed.

 

 

 

 

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The Class page is the next step in the Label Wizard. Make a selection and click the

Next button to proceed.

 

 

 

 

 

 

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Following the Class page is the Type page. Make a selection and click the Next button to proceed.

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The next page is the CIN page. On this page, select the CIN and the CIN Description field will populate automatically. Click the Next button to proceed.

 

 

 

 

 

 

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The final page in the Label Wizard is the Destination and Optional Fields page. Based on the previous selections, there is one of two options to enter a destination ZIP code. Either select one from a drop-down menu, or if no drop-down menu is visible, manually enter a destination ZIP code.

 

 

 

 

Note: The ZIP Destination becomes a required field when the Sort is ZZZZ.

 

 

 

 

The optional Mailer’s Area and Printer Line fields are two additional fields used to assist the mailer such as specifying the company and order names or other information. Information entered into these fields appears on each label.

 

 

 

 

 

The Mailer's Area field is a free-form entry of any alphanumeric combinations up to 20 characters. It is only printed on 10 and 24-digit labels. The Printer Line field is a free- form entry of any alphanumeric combination up to 26 characters. It is printed on the top line of 10, 10+24, and 24-digit labels.

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Once all fields are complete, click the Save and close button. If the CLDS finds incorrect or missing information, an error message displays which field(s) need to be corrected. Click the Save and close button once changes are made. After the input is successfully verified, the Order Information page displays the saved label.

 

 

 

 

 

 

The Finish button returns to the Label Information page and allows user to select one of the three save methods available from that page.

 

 

 

 

 

Note: For collated orders it is necessary to enter the number of sets needed daily once the order is saved and the Order Information page is displayed.

 

Beginning with CIN

If selecting the CIN radio button instead of the MP Code to begin, the full list of all available CINs is displayed.

 

 

 

 

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Once a CIN is selected, all the subsequent pages of the Label Wizard are displayed allowing users to verify their selections and finally enter information in the Destination and Optional Fields page.

 

 

 

 

Note: Selecting a CIN may result in fields on later screens being auto populated. Click the Next button to continue or the Back button to make a change.

 

 

Once all fields are complete, click the Save and close button. If the CLDS finds incorrect or missing information, an error message displays which field(s) need to be corrected. Click the Save and close button once changes are made. After the input is successfully verified, the Order Information page displays the saved label.

 

 

 

 

 

 

The Finish button returns to the Label Information page and allows user to select one of the three save methods available from that page.

 

 

 

 

 

 

Note: For collated orders it is necessary to enter the number of sets needed daily once the order is saved and the Order Information page is displayed.

 

 

 

 

 

 

 

5.2.3 Order Detail Actions

 

There are several actions available from the Order Information page. Users may edit, copy, view, or delete individual label lines.

 

 

 

 

Edit

 

By editing a label, the characteristics of a previously created label can be changed. To do this, click the Edit link next to the label line. This opens the Label Information page with all information pertaining to the label filled in the appropriate fields. Once changes are made to the desired fields, click the Save and Close button to return to the Order Information page. Changes are reflected in the details of the label line of the recently edited label.

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Copy

 

Copying a label creates an exact copy of an existing label. To copy a label, click the Copy link next to the desired label to copy. After the page refreshes, the copied label appears at the top of the label line with the word "COPY" behind it.

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View Label

 

The View link shows how the selected label will look once it is printed. The format of the label will be displayed as 10, 10+24, or 24 digits. Click the Back button to close the window and return to the Order Information Page.

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Delete

 

 

Deleting a label removes it from the label order. Click the check box at the left of the desired labels and then click the Delete selected labels button. A confirmation message will display. Select the Yes button to remove the label from the list or the No button to cancel the deletion.

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5.2.4 Saving an Order

 

 

Clicking the Save order as draft button on the Order Information page saves all label lines and order information but does not submit the order for printing. Once the order is saved, the CLDS Welcome page is displayed. Users may now leave the Order Information page and/or exit the CLDS and return back later to continue working on the same order.

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5.2.5 Submitting an Order

 

 

Once all label lines are added to an order, the order can be submitted for printing at the

TLPC. Click the Submit order button on the Order Information page.

 

 

 

 

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After submitting the order, the Order Confirmation page displays a summary of the details of the order.

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From the Order Confirmation page, several options exist to proceed.

 

Go to the Order Manager page link - Returns to the Order Manager page

 

Go to the CLDS Homepage link - Returns to the CLDS Welcome page

 

Copy Order button - Makes a copy of the selected order and returns to the Order

Information page

 

Create a new order button – Displays the Order Information page

 

Print Local Labels button – Opens the local printing applet

 

6 Order Manager

 

 

The Order Manager page is accessed by clicking the Manage Orders link on the CLDS Welcome page. The Order Manager allows orders to be searched, filtered, viewed, edited, copied, deleted, archived, or unarchived.

 

 

 

 

6.1 Order Manager Page

 

 

 

 

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In the top left hand corner of the Order Manager page CLDS shows the Mailer information.

The Order Manager page provides a shortcut to navigate to the Order Information page to create a new order.

Click the Create new order button on the lower right-hand corner of the page to return to the Order Information page.

 

 

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Note: See Section 5 for details on how to create a new order.

 

 

 

 

6.2 Search and Filter Options

 

 

The Order Manager page offers the options to search, filter, sort, and view orders.

 

 

 

 

Search Options

 

Orders are searched by selecting a date range that correlates to the date the orders were created. Enter a beginning and ending date in MM/DD/YYYY format or click the calendar icon to the right of the date field and click the desired date. Click the Search By Date button next to the date range selection fields.

 

 

 

 

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Orders may also be searched by the order number. This is done by entering the Order Number in the field and clicking the Search By Order Number button; the exact order number must be known.

 

 

 

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Filter Options

 

Filter orders using a variety of criteria to show only matching orders. Fewer orders are displayed as more filters are used. Filter selections include:

 

 

 

 

Set Type - Select if an order is Bulk, Collated, or DMM.

 

MID - Select any assigned MID.

 

Shipping Address - Select orders with a specific shipping address.

 

Order Status - Select a status of:

 

• Not Active - A non-submitted order.

 

• Active - Order submitted but not transferred to a USPS printing facility.

 

• Pending - Order submitted but not processed by a USPS printing facility.

 

• Filled - Order filled by a USPS printing facility.

 

• Archive - Order archived by the user.

 

 

 

 

Once the selection(s) are made, click the Filter order list button. All orders matching the filter criteria are displayed by date created in descending order. Clicking the Clear

filters button redisplays the entire order list.

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6.3 Actions

 

 

The actions available on the Order Manager page are: view order details, edit, or copy orders.

 

 

 

 

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View Details

 

Click on the View Details link under the Actions heading to view a read-only version of the details of the selected order.

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Edit

 

 

Any order can be edited by clicking on the Edit link under the Actions heading. Select any link or button to make the desired change(s).

 

 

 

 

 

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Note: See Section 5 for details on how to create a new order.

 

 

 

 

Copy

 

Copying a label creates an exact copy of an existing label. To copy a label, click the Copy link next to the desired label to copy. After the page refreshes, the copied label appears at the top of the label line with the word "COPY" behind it.

 

 

 

 

Note: See Section 5.1 Order Information for more details.

 

 

 

 

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Cancel

 

Cancelling a label sets the status to Cancellation Pending and alerts the Topeka Label Print Center that the order is not to be printed. Bulk and Collated label orders may be printed and shipped before the TLPC receives the cancellation notice. Collated orders will be cancelled they will no longer be automatically printed and shipped.

 

 

 

 

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6.4 Archive

 

 

The list of orders on the Order Manager page will continue to grow longer as orders are created. Archiving orders hides saved orders no longer in use.

 

 

From the Order Manager page, Bulk and DMM orders can be archived. Select the check box to the left of an order and then clicking on the Change archive status button to archive the order(s). The selected orders are removed from the active order list and added to the archived order list.

 

 

 

 

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To view archived orders select Archived from the Order Status drop-down menu and click the Filter order list button.

 

 

 

 

 

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The page will refresh and show all orders with a status of archived.

 

 

 

 

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6.5 Unarchive

 

 

From the Order Manager page, navigate to the Archived Orders page by selecting Archived in the Order Status drop-down menu and then clicking on the Filter order list button.

 

 

 

 

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This refreshes the Order Manager page,listing only archived orders.Click on the check box to the left of an order and then click on the Change archive status button.Selected orders are moved from this list back to the Active status page.

 

 

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6.6 Order Details Page

 

From the Order Manager page, click the View Details button.

 

 

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This page displays the details of the order including the label information.

 

 

 

 

Back

 

The back button will take the user back to the Order Manager page.

 

Copy Order

 

Copying a label creates an exact copy of an existing label. To copy a label, click the Copy link next to the desired label to copy. After the page refreshes, the copied label appears at the top of the label line with the word "COPY" behind it.

 

 

Print Labels

 

This button will launch the local label printing applet.

 

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This applet allows the user to select either their standard Windows printers or a label printer connected to the Microcom 426 and a com port to print to. It also allows the user to select individual labels for printing, all of the labels, or any combination desired.

 

After the Print button is pushed the labels will then be sent to the printer of the users choice and print the quantity that was selected when the label was created.

 

The user must then push the Done button to close the applet.

 

 

 

 

 

 

7 Manage Account

 

 

The Manage Account page is accessed by clicking the link on the CLDS Welcome page.

 

 

 

 

7.1 My Account Page

 

 

 

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The Manage Account page allows new shipping addresses to be added, existing address to be edited or deleted, view all account information in a read-only version, and link directly to the Order Information page to create a new order.



7.2 User Information

 

 

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7.3 Shipping Addresses

 

 

The My Account page also contains Shipping Addresses associated with the MID and are printed on the labels ordered. The Shipping Addresses section allows CLDS users to view, edit, and create new Shipping Addresses.

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7.3.1 Actions

 

 

The My Account page also allows users to edit or delete shipping addresses and to create orders using the available shipping addresses listed on the page.

 

 

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Edit

 

To edit an address, click the Edit link under the Actions column next to the desired address.

 

 

 

 

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After the changes are made on the Edit Shipping Address page, select the Save button to return to the My Account page.

 

 

Delete

 

To delete an address, click the Delete link under the Actions heading next to the desired address. A confirmation pop-up window displays to verify the delete action. By clicking on the Yes button, the Shipping Address will be permanently deleted

 

 

 

 

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Note: Deleted addresses are no longer available when creating a new order.

 

 

 

 

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Create

 

The Create link provides a convenient shortcut to the Order Information page, where a new order can be created for the selected Shipping Address.

 

 

 

 

Note: See Section 5 for more information on how to create a new order.

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7.3.2 Adding a New Shipping Address

 

 

Click the Add new shipping address button in the middle of the My Account page to navigate to the New Shipping Address page.

 

 

 

 

On the New Shipping Address page, fill in the following fields to create an address: MID, Site Name, Address, City, State, ZIP Code, Contact Name, Mailer Name, and Phone Number. If this address will be used as the default, select the check box next to Default Address.

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Click on the Save and Close button in the lower right-hand corner of the page to save the address. To save and create more than one address, click on the Save and add new address button. This saves the current shipping address and returns to the New Shipping Address page allowing input of another new shipping address.

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8 Reference Links Pages

 

 

The References page provides helpful information about labels and how they are created. The References page is divided into four areas: Label Catalog, CIN List, DMM Labeling Lists, and User Guide.

 

 

 

 

Click on the View References link on the CLDS Welcome page to navigate to the

References page,

 

 

 

 

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8.1 Label Catalog

 

 

The Label Catalog page provides information about the Bulk, Collated, and DMM order types and provides access to sample label pictures. To access this information, click the Browse Label Catalog link on the References page.

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Select a link for one of the three label types: Bulk Label Orders, Collated Label Orders, or DMM Label Orders.

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Click the Back button to return to the References page.

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8.2 CIN List

 

 

The CIN List page provides a list of available CINs, the associated descriptions and the number of editable characters (if applicable). From the References page, click the View list of Content Identification Numbers (CINs) link to view this information.

 

 

 

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The CIN List page displays all loaded mailer CINs. Use the pagination links to scroll through CIN lists. Alternatively, you can search for a specific CIN by typing the desired CIN into the search field and clicking the Search button.

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The editable characters column indicates the number of characters which may be edited.

 

 

 

 

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8.3 DMM Labeling List

 

 

The DMM Labeling List page displays all DMM lists and their content, including ZIP codes, corresponding destinations and class. This is useful to determine which destination ZIP codes are available for a specific sort option. To navigate to this page from the References page, click the View DMM Labeling List link.

 

 

 

 

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Click on the desired list and then click the Go button. The page will refresh and display the contents of the selected DMM labeling list.

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8.4 User Guide

 

 

The CLDS PDF and HTML links allow users to view this document in PDF and HTML formats. In addition, the Reference Links page provides a link to download a free version of Adobe Acrobat; Acrobat is required to view the PDF version of the User Guide. From the References page, click the User Guide (PDF, 2.5 MB) or User Guide (HTML) links.

 

 

 

 

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8.5 Web Based Training

The Web Based Training module provides users with a general overview of all CLOS functionality. This module can teach new users about the system or to enhance existing knowledge ofthe system. In addition, the Reference Links page provides a link to download a free version of WinZip; WinZip is required to extract the Web Based Training files. To navigate to this page from the References page, click the Web Based Training Course (ZIP, 14.1MB) link.

 

 

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Click on the Web Based Training link and click the Save button on the pop-up window to download the file to the desktop. Once the file has downloaded, click on the Close button and navigate to the desktop. Right click on the Zip file and select WinZip and Extract to Here. Once the file is extracted, open the CLDS Wed Based Training folder and double click the Start Here.htm file to begin the course.

9 Appendix A – Local Printing

 

This section will explain how to create an order for local printing.

9.1 Printing from a new Order.

 

  1. Click the Create New Order link from the main page.

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  1. Fill out the Order Name, Shipping Address, Set Type and Product Code, then set the Topeka (Y/N) flag to N and click the Save order and add labels button. Please note that local printing orders must be new orders they can not be copied orders.

 

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  1. Enter the rest of the label information, please note that the Quantity entered will be the number of labels printed. Bulk labels are still required to enter 300 and collated between 1-99.

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  1. Submit the order by clicking the Submit order > button.

 

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  1. Then print your labels from the order confirmation page by clicking the Print Local Labels > button.

  2. If you receive a Security Warning about viewing only the webpage content that was delivered securely click the NO button.

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  1. Accept the USPS certificate by clicking the Run button.

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  1. Allow the applet access to your printers.

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  1. Then print your labels from the order confirmation page by clicking the Print Local Labels > button.

 

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  1. The two radial buttons determine which printer, either standard Windows printers or the Microcom 426 local label printer, to print to. The local label printer can print to any com port.

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  1. Select the labels to be printed by clicking on the label to highlight it. Holding down the ctrl button and clicking on individual labels allows for multiple individual labels to be selected. Holding down the shift button then selecting the first label and last label to be printed selects all labels in between the first and last label.

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  1. Click the Print button to send the labels to the printer.

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  1. Click the Done button to close the applet and continue with the CLDS application.

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9.2 Printing a submitted order.

 

  1. To print labels that have been saved with the Topeka flag set to N after submission click the Manage Orders link from the main page.

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  1. Find the order with labels to be printed and click the View Details link.

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  1. This will take you to the Order Details page.

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  1. If you receive a Security Warning about viewing only the webpage content that was delivered securely click the NO button.

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  1. Accept the USPS certificate by clicking the Run button.

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  1. Allow the applet access to your printers.

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  1. Then print your labels from the order confirmation page by clicking the Print Local Labels > button.

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  1. The two radial buttons determine which printer, either standard Windows printers or the Microcom 426 local label printer, to print to. The local label printer can print to any com port.

[image]

  1. Select the labels to be printed by clicking on the label to highlight it. Holding down the ctrl button and clicking on individual labels allows for multiple individual labels to be selected. Holding down the shift button then selecting the first label and last label to be printed selects all labels in between the first and last label.

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  1. Click the Print button to send the labels to the printer.

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  1. Click the Done button to close the applet and continue with the CLDS application.

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10 Appendix B

 

 

This section lists additional information that may be helpful to CLDS users.

 

 

 

 

Glossary:

 

BEI (Business Entity ID) - Now referred to as MID, a unique identification number assigned to a mailer. Mailers may have more than one BEI.

 

 

 

 

 

Bulk - Bulk Label Orders are one-time orders that cannot be edited or recalled once submitted. For orders submitted to the TLPC, there is a minimum quantity of 300 labels per label line.

 

CIN (Content Identification Number) - A 3-digit numeric code which represents a unique mail makeup with a specific content description. Used to convey information about a container's (tray or sack) contents expressed in terms of mail class, shape, sort level and barcode status.

 

 

 

 

CIN Description - Associated with the selected CIN. This text describes the contents of the tray, sack or tub of mail.

 

 

 

 

Class - The classification of domestic mail according to content. Options are First Class Mail, Periodicals/News, Standard, Package Services, Express Mail, Priority Mail, and Other.

 

 

 

 

Collated - Collated Label Orders are recurring orders. The order will be fulfilled every two weeks, with a copy of each label line printed for each day within the two week period. Edits can be made to a Collated Order at any time and those edits will go into effect the next time the order is printed.

 

DMM (Domestic Mail Manual) - Based on the DMM, DMM Label Orders are a special type of Bulk Order. Like Bulk Orders, DMM Orders are one-time orders. However, instead of inputting each label line, the user selects one of the DMM labeling lists which is used to populate the information in the label order. For orders submitted to the TLPC, there is a minimum quantity of 300 labels per label line.

 

eAccess - A program for USPS employees to register for access to applications.

 

Intelligent Mail Tray Label - Formerly known as the EDL(Enhanced Distribution

Label), new label format to be used on all trays, tubs, and sacks. It includes a unique

24-digit barcode which supports increased visibility and tracking of mail.

 

 

 

 

MID (Mailer ID) - Formerly referred to as BEI, a unique identification number assigned to a mailer. Mailers may have more than one MID.

 

 

 

 

MP Code (Mail Processing) - The MP Code denotes the type of processing equipment used to process the mail. Options in this field include Barcoded, Machineable and Non- Machineable.

 

 

 

 

Mailer's Area - An optional field which allows users to enter free-form information printed onto labels. This information only appears on 10 and 24-digit labels.

 

 

 

 

 

PostalOne! - A system used to facilitate the integration of scheduler and Postal Service business processes to expedite mail and better support USPS and scheduler operations.

 

 

 

 

Printer Line - The top line of information on a label. Users have free-form entry privileges for this field and can enter up to 35 characters. Any information entered into this field is printed on the label.

 

 

Sort - Defines the depth of sort for the mail (for example, five-digit ZIP code versus three-digit ZIP code). This determines the labeling list selection made for DMM orders.

 

 

 

 

Type - Identifies the type of mail in the tray, sack, or tub. Options are Letter, Flat, Parcel, IRR Parcels, and Mach Parcels.

 

 

 

 

TLPC (Topeka Label Printing Center) - TLPC is the USPS facility where labels ordered from CLDS are printed.

 

 

 

 

 

 

October, 3 2012 CLDS Users Guide Version 4.00