Franchisee SOP — Booking of Domestic mails by Franchisee

Franchisee SOP — Booking of Domestic mails by Franchisee (Extracted)

Source: Franchisee_SOP.pdf (India Post — APT). This HTML contains the extracted text and an embedded PDF viewer (below) so you can view all original screenshots and images from the PDF.

Jump to: Index Franchisee Login Pre-requisites Franchise Operator Dashboard Induction Procedure Original PDF

Index & Abbreviations

Document: SOP No — Module: Customer Relationship Management — Dated: 12-08-2025

Title: Booking of Domestic mails by Franchisee through online portal and Induction in Post Office

Abbreviations

Sl. No.	Abbreviation	Description
1	APT	Advanced Postal Technology
2	FO	Franchise Operator
3	ID	Identification
4	QR	Quick Response
5	SOP	Standard Operating Procedure
6	UPI	Unified Payment Interface
7	URL	Uniform Resource Locator

1. Introduction & 2. Franchisee Login

Franchise Operators are required to book mail articles through the customer self service portal of APT. After booking (bulk or single) articles must be presented by the Franchise Operator by 1700 hrs in the linked Post Office. This SOP covers login, dashboard options and the induction procedure at the Post Office. Note: at present only Domestic Mail booking is supported.

Login URL: https://app.indiapost.gov.in/customer-selfservice/login

Franchisee should enter login credentials to access the Customer Relationship Management home page.

3. Pre-requisites before proceeding booking as Franchise Operator

• Under Registered Services → Add Additional Services → Register as a partner — ensure 'Franchise Operator' service is enabled.
• If already a bulk customer, click 'Register for Franchise Operator' to enable FO services.
• Franchise Operator must have sufficient wallet balance before booking (see Wallet Balance & Recharge sections).

4. Franchise Operator Dashboard

The dashboard includes:

• Wallet Balance
• Recharge Wallet
• Bulk Booking
• Domestic Article Booking
• My Bookings

4.1 Wallet Balance

Displays current available balance. Use the Refresh button to update. Sufficient balance is required for booking.

4.2 Recharge Wallet

Steps summarized:

1. Click Recharge Wallet under Quick Access
2. Enter amount and click Proceed to Payment
3. Confirm amount and click Proceed to Pay
4. Payment method: Pay with QR code (scan with UPI app)
5. After payment click Check Transaction Status to confirm and refresh wallet balance.

4.3 Bulk Booking

Steps summarized:

1. Download the latest Domestic Mail excel template and fill booking data.
2. On Bulk Booking select Mail Category = Domestic Mail, Booking Type = Franchise Customer, select Product Type and generate Booking Reference.
3. Upload the excel template, fix any data errors (View Excel Data Errors), enter Booking Ref ID and Submit.
4. Click Pay and choose Franchise Wallet as payment method, then Confirm Payment.
5. After success you can Download Receipt, Download Excel & Download Address Label.

4.4 Domestic Article Booking

Steps summarized:

1. Quick Access → Domestic Article Booking
2. Fill Article Information & Service selection → Next
3. Enter Sender and Recipient information → Tick Declarations → Submit (adds article to cart)
4. View Cart → Complete booking → Choose Franchise Wallet as payment and Confirm Payment → Print Receipts.

4.5 Pending booking references

If previous booking references are pending, a dialog appears allowing you to select and complete pending transactions or proceed with fresh booking.

4.6 My Bookings

Use filters (date, mail article type) to view bookings. Print Receipt or Label per article from this screen.

5. Induction Procedure at Linked Post Office

Menu path at Post Office side:

Pickup Management → Induction Management → Induction of Articles → Franchise Articles

Steps summarized:

1. Access Pickup Management and open Induction Management → Induction of Articles → Franchise Articles.
2. Select desired franchise from dropdown and select Booking Reference ID → Fetch Bookings.
3. Booking details appear. For each article you can induct, modify weight, prepayment value, or address.
4. If discrepancy causes a non-zero amount, that must be collected from Franchise Wallet before induction. Use 'Collect Discrepancy Amount and Induct' and choose 'Deduct from Franchise Wallet'. Confirm Payment.
5. Select all articles 'Ready to Induct' and click 'Induct Articles' to complete induction. Option to print receipts/labels is available.

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