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MTEOR for Local Mailers. This event will begin at 11:00am ET. October 3, 2013. Participant Dial-In Number : (888) 800-1837 Conference ID: 74504493. Set Up. Before we begin… To join the teleconference, dial the number below: Participant Dial-In Number: (888) 800-1837 - PowerPoint PPT Presentation
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MTEOR for Local Mailers
October 3, 2013
This event will begin at 11:00am ET
Participant Dial-In Number: (888) 800-1837Conference ID: 74504493
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Set Up
Before we begin…
To join the teleconference, dial the number below: Participant Dial-In Number: (888) 800-1837 Conference ID: 74504493
For best viewing, select “Fit to Viewer” at the bottom left corner of your screen
To ask a question, click on the Question Mark on the WebEx controls, and submit your questions to “SEND QUESTIONS HERE”
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What is MTEOR?
Mail Transport Equipment Ordering system
A fast, reliable, and convenient place for Mailers to request Mail Transport Equipment online
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View Request History
What can users do in MTEOR?
MTEOR allows users to place and change requests, check request status, and review request history
Place requests Check Request Status
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Why MTEOR?
Response to requests for a standardized ordering process and more efficient MTE management
It is important to have better information on the location of inventory and the needs of our customers
MTE Type Purchased FY11 Purchased FY12 Purchased FY13MM Trays 10,960,000 22,075,920 3,300,000 EMM Trays 686,000 5,100,000 4,986,688 Half Trays 0 1,144,000 2,344,480 MM Tray Sleeves 776,000 7,723,000 3,240,000 EMM Sleeves 308,000 4,470,000 1,988,000 Half Sleeves 0 823,368 2,921,625 Sacks 4,300,000 10,100,000 3,800,000 Flat Tubs 1,386,000 3,282,000 1,995,840 Pallets 2,525,000 3,861,750 4,055,160
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What are some benefits?
Easily request MTE online through the Business Customer Gateway
Real-time insight for users into when requested MTE is scheduled to be picked up
Around the clock access to place requests, track request status, and review request history
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How far has MTEOR come?
Phase 1 Sep. 5, 2012
MTEOR-Mailer MTESC Mailers
Ordering
Oct. 25, 2012MTEOR-Mailer
Order Catalog New Transportation Screens Replicate Order Withdraw Order Reasons
Dec. 10, 2012MTEOR-Mailer
Backorder Function Holiday Order
Schedule
Phase 2Apr. 15, 2013
MTEOR-Mailer & MTEOR-Plant MTESC Mailer Inventory Reporting USPS Plant Ordering
Phase 2.a (Pilot)Oct. 7, 2013
MTEOR-Local Mailer Local Mailers and Mail
Transport Equipment Service Center (MTESC) Mailers Ordering from Postal Plants
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When is MTEOR launching?
Beginning October 7, 2013 Mailers who request MTE from the following P&DCs will be able to use MTEOR to request their MTE
● Santa Ana P&DC● South Jersey P&DC● Indianapolis P&DC
Registration email will be sent out on October 7th with the following information:
● Mailer CRID● Mailer NASS Code● Authorization Code● Registration Instructions
The full roll-out for all Mailers will begin in early 2014 by Area
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How to Use MTEOR
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Overview
The rest of this session will be dedicated to demonstrating how to complete the following actions in MTEOR:
● Accessing MTEOR
● Reviewing MTEOR Dashboard
● Creating a New Request
● Preparing to Pick Up MTE
● Withdrawing a Request
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MTEOR User Roles
Note that there are two types of major user roles:
● Business Service Administrator (BSA) – the person authorized to determine who can access a business service
In addition to approving other users, BSAs can place requests, check request history, and withdraw requests on behalf of their company
● Mailer General MTEOR Users – users approved by the Business Service Administrator (BSA) that have access to MTEOR to place requests, check request history, and withdraw requests on behalf of their company
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How to Access MTEOR
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Login through BCG
Mailers begin by logging in through Business Customer Gateway (http://gateway.usps.com)
If you do not currently have an account, create a new account by
selecting “Register for free”
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Create BCG Username and Password
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Input Your Information
Input your personal and company information and click “Create Account”
For MTEOR, you MUST use the CRID we provide even if it is
different than the one identified here
If you do not already have a CRID, one will be provided to you upon
registration
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Request Access to MTEOR
Click “Other Services”
Click “Get Access” next to Mail Transport Equipment Ordering System (MTEOR)
Add MTEOR as a Favorite!MTEOR can be quickly added to your Favorites list by following these steps:
1. Log in to BCG
2. Click on "Manage Account“
3. Click on "Manage Preferences"
4. In the Edit Favorites box, select the checkbox next to "Mail Transport Equipment Ordering System (MTEOR)"
5. Click "Save"
NOTE: You can choose up to seven services to be shown in your Favorites list.
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Complete the BSA Agreement
As the first person from your facility to register for MTEOR you will automatically become the BSA
Input the code provided to you in your registration email
Input the code here
Once you input the code you will be able to
start requesting MTE from plants using
MTEOR!
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How to Review your Dashboard
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MTEOR Dashboard Overview
This section will display your facility information.
If you have more than one, you will need to select the facility you
would like to manage for this session
This Plant Request History tab will display high level information
about all of your existing requests
The MTE Catalog tab provides pictures and descriptions of all the types of MTE you can request from a plant
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Dashboard Structure – General
On the Plant Request History tab, you will see:
● Request Number: The unique id number associated with each request
● Status: Signifies where the request is in the request management cycle
● User: The name of the last person to update the request
Tip!Columns can be
sorted by clicking the arrows in each
header
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Dashboard Structure-Dates
On the Plant Request History tab, you will see:
● Placed Date: The date you submitted the request
● Requested Date: The date you would like to pick up the requested MTE
● Ready for Pick Up Date: The date the plant confirmed the MTE will be ready for pick up
● Actual Pick Up Date: The date you picked up the MTE
● Withdraw Date: The date the request was withdrawn by either you or the plant
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Request Statuses – Open Requests
Open requests can be placed in the following statuses:
● “Placed”: Request has been submitted by you and no action has been taken by the plant
● “Pending”: Request is currently being processed, but is not ready for pick up
● “Ready for Pick Up”: Request is ready for pick up at the plant
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Request Statuses – Closed Requests
Closed requests can be placed in one of the following statuses:
● “Complete”: Request has been fulfilled and picked up from the plant
● “Withdrawn”: Request has been withdrawn by either you or the plant (indicated in the User column)
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How to Create a New Request
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Create New Request
Select your facility (if you request for more than one)
Click “Create New Request”
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Select a Postal Plant
Select the State, City, and Plant for your local plant
Click “Next”
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Request a Pick-Up Date
Input the date you would like to pick up your MTE
1
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Request a Pick-Up Date
The contact information for the person managing the request
should be included
Input the date you would like to pick up your MTE
1
2
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Request a Pick-Up Date
The contact information for the person managing the request
should be included
Input the date you would like to pick up your MTE
1
2
Insert same day and next day pick-up requests here
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Request a Pick-Up Date
Insert same day and next day pick-up requests here
The contact information for the person managing the request
should be included
Input the date you would like to pick up your MTE
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2
3
Click “Next”
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Select Desired MTE
Select the type and quantity of MTE your would like to request
● MTE can be requested in pieces or pallets by selecting the drop down menu
● Maximum quantity is based on a 48 foot truck
Click “Next”
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Available MTE Types
Priority Mail Sacks Half Sleeves MM Trays Semi-Clear Sacks
EMM Trays Flat Tubs Half Trays Flat Tub Lids
MM Sleeves Pallets EMM Sleeves
Rolling stock can be requested on a case by case basis by inputting “1” next to Other MTE and placing the request in the Additional Comments box
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Submit Request
Include other information in the “Additional Comments” box
Review and agree to the Terms and Conditions● https
://ribbs.usps.gov/mteor/documents/tech_guides/learninglab/MTEOR_User_Agreement.pdf
Hit “Submit”
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Finalize Request
Review the request and select “Checkout”
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Receive Confirmation
Click “Place my Order”
The request is not complete until the “Success!” message appears
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How to Pick Up your Requested MTE
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Select Request
Select the request you plan to pick up
Requests that have been scheduled for pick up will
in “Ready for Pick Up” status
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Print Request Details
Print request details page showing your requested MTE and the “Ready for Pick up” status
● You will not be able to pick up your requested MTE unless you bring this sheet
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MTEOR Placard
When you arrive at the plant, the plant employee will use a placard that they print out to verify the amount of MTE that you pick up
You or your driver will be expected to sign and date this
placard to verify that you picked up your requested MTE
The plant employee will update this section with the actual
quantity of MTE that you pick up
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How to Withdraw a Request
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Reasons for Withdrawing a Request
If you decide you no longer need the requested MTE, you can withdraw it at any point
Reasons for withdrawing the request include:
● You no longer need the MTE
● You will not receive the MTE by the date you requested so you would like to request MTE from another plant (future enhancement)
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Select the Request
Select the request you would like to withdraw from the Plant Request History tab
Select the actual request number to just update one request
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Withdraw the Request
Click the red “Withdraw” button
Confirm you would like to withdraw this request
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Launch Day
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Launch Day
October 7, 2013 ● Registration email will be sent from MTEOR with instructions and
location information (e.g. CRID, NASS Code, etc)
● Participate in next Local Mailer Webinar (if needed)
● Begin requesting MTE from plants through MTEOR
Confirm your BSA today!
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Tools and Resources
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Issue Resolution
If you experience one of the following issues contact your local plant:
● Placing Emergency Requests● Damaged MTE ● Returning MTE
Call the Help Desk for assistance with:● BCG and MTEOR registration questions● MTEOR access questions● Returning MTE
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Tools and Resources
RIBBS Webpage - https://ribbs.usps.gov/mteor ● Houses all your training and communications materials
Houses all trainings, reference guides, and documentation to support you use MTEOR!
MTEOR Homepage
Includes the latest announcements and links you to everything you need to know about MTEOR!
Local Mailer Learning Laboratory
Have questions? Contact the MTEOR Help Desk!Email: [email protected] ; Phone Number: 1-866-330-3404
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You will now have 5 minutes to send your questions to “SEND QUESTIONS HERE”
Questions?
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