Drop Off with Carrier Label

PostalMate Help & Instructions

 Creating a Shipping Label in PostalMate

     Step 1: Start a New Shipment

• Open PostalMate.

• Click "Shipping" from the main menu.

• Select "New Shipment" or press F1 (shortcut).

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     Step 2: Enter Customer Information

• Click the Customer Info section.

• Add:

  • Name

  • Phone number

  • Email (optional but helpful)

• If it's a repeat customer, use the lookup tool to auto-fill.

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     Step 3: Enter Recipient Information

• Type in the recipient’s full name, company (if applicable), and address.

• Select address type (Residential or Commercial).

• PostalMate will auto-verify the address (confirm if changes are suggested).

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     Step 4: Enter Package Details

• Enter the weight, dimensions, and packaging type (e.g., your own box or carrier-supplied).

• Select declared value or insurance if needed.

• Choose service (Ground, Overnight, 2-Day, etc.).

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     Step 5: Compare Carrier Rates

• PostalMate will auto-generate rate options from available carriers.

• Review rates, delivery times, and click to select your preferred option.

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     Step 6: Print Label

• Click “Ship Now” or “Process” to finalize.

• The shipping label will print.

• Attach it to the package and give the customer their receipt.

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Accepting a Drop-Off Package (With Customer Info)

     Step 1: Select Drop-Off Option

• From the main screen, click “Drop-Offs” or press the designated shortcut (often F7).

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     Step 2: Choose Carrier

• Select the carrier: UPS, FedEx, USPS, or DHL.

• Choose Prepaid Drop-Off or Third Party Drop-Off depending on label type.

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     Step 3: Enter Customer Information

• Even for drop-offs, click “Customer” and input:

  • Full name

  • Phone number

  • Email (optional)

• This helps with tracking and customer service later.

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     Step 4: Scan Package

• Scan the tracking barcode using your scanner (or enter it manually).

• PostalMate will auto-fill basic info.

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     Step 5: Add Notes (if needed)

• Example: “Damaged box,” “Needs signature,” or “Customer requested confirmation call.”

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     Step 6: Print Drop-Off Receipt

• Click “Accept Drop-Off” or “Complete”.

• A receipt prints for the customer, showing date/time, tracking number, and carrier.

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     Step 7: Place in Carrier Bin

• Ensure the drop-off package is placed in the correct carrier area.

• Done!

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How to Schedule or Record a Carrier Pick-Up in PostalMate

     Step 1: Open PostalMate

• Launch the PostalMate software and log in with your user credentials.

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     Step 2: Go to Carrier Pickup Screen

• On the main PostalMate menu, click “Shipping”.

• Select “Carrier Pickup” from the dropdown or use the shortcut (varies by setup, often under Tools or Utilities).

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For UPS / FedEx / DHL (Carrier-Provided Pickups)

     Step 3: Select Carrier

• Choose the carrier you want to schedule the pickup for (UPS, FedEx, or DHL).

• Make sure your account number and daily pickup agreement (if applicable) is selected or noted.

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     Step 4: Confirm Number of Packages

• Input the number of packages for pickup.

• You can break it down by:

  • Ground vs. Express

  • Domestic vs. International (if applicable)

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     Step 5: Enter Pickup Info (if required)

• Some carriers (like FedEx Ground) require pickup details:

  • Ready time

  • Closing time

  • Location instructions (e.g., “back door,” “loading dock”)

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     Step 6: Submit Pickup Request

• Click “Submit” or “Schedule Pickup”.

• PostalMate will connect through your carrier account and confirm the pickup.

• You’ll receive a confirmation message or number (write it down or print for records).

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Creating a Stamp in Postal Mate

     Step 1: Click on Quick Postage

• From the main PostalMate screen, click the “Quick Postage” button.

• You can also use the shortcut key (often F5, depending on your version).

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     Step 2: Select Carrier

• Choose USPS (or another carrier if supported).

• This is typically used for First-Class Mail, Priority Flats, or other USPS services.

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     Step 3: Choose Mail Type

• Select the mailpiece type:

  • Letter

  • Flat/Large Envelope

  • Media Mail

  • Postcard, etc.

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     Step 4: Enter Weight

• Use your digital scale to weigh the item OR manually enter the weight (in ounces or pounds).

• Double-check for accuracy—rates depend on weight.

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     Step 5: Choose Service Level

• Pick the appropriate service based on the customer’s needs:

  • First-Class Mail

  • Priority Mail Flat Rate Envelope

  • Media Mail

  • International, etc.

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     Step 6: Confirm and Print

• Review the postage amount.

• Click “Print Label” or “Process”.

• PostalMate will send the postage to your USPS label printer (like a Zebra or Dymo) or postage meter, depending on your setup.

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     Step 7: Affix Label

• Attach the postage label to the envelope or hand it to the customer if they're taking it with them.

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     Step 8: Close Out

• Choose to print a receipt (optional).

• Click “Done” to return to the main screen.