UPS WorldShip shipping software User guide

Below you will find brief information for shipping software WorldShip. This software provides an easy way to automate shipping tasks. You can quickly process all your UPS shipments, print labels and invoices, electronically transmit daily shipping information to UPS and track your shipments.

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User Guide

The WorldShip software provides an easy way to automate your shipping tasks. You can quickly process all your UPS shipments, print labels and invoices, electronically transmit daily shipping information to UPS and track your shipments.

01/12

Table of Contents

Shipping

...................................................................................................................... 1

Processing.Shipments.................................................................................................... 1

Processing.International.Shipments............................................................................... 3

Processing.Shipments.with.Future.Collection.Dates...................................................... 4

Processing.Returns......................................................................................................... 5

Editing.Packages.and.Shipments................................................................................... 6

Processing.Air.Freight.Shipments................................................................................... 7

Profiles

...................................................................................................................... 11

Profile.Editor................................................................................................................. 11

Adding.a.Profile............................................................................................................ 11

Assigning.a.Profile.to.a.Shipper.................................................................................... 11

Assigning.a.Profile.to.a.Consignee............................................................................... 12

Reports

...................................................................................................................... 13

Printing.Reports............................................................................................................ 13

Voiding Packages or Shipments

....................................................................... 14

Voiding.a.Shipment.from.the.Shipping.Window.......................................................... 14

Voiding.a.Package.or.Shipment.from.the.UPS.Web.Access.Menu............................... 15

Voiding.a.Package.or.Shipment.from.the.Shipment.History.Window

. after.End.of.Day........................................................................................................ 15

Marking.a.Package.or.Shipment.as.Voided.in.the.Shipment.History.Window............. 16

End of Day

................................................................................................................ 17

Completing.the.Process................................................................................................ 17

History and Tracking

............................................................................................. 18

Finding.Shipments........................................................................................................ 18

Tracking.Packages.or.Shipments.................................................................................. 19

Some content © United States Postal Service 2011. United Parcel Service General Services Co. holds a non-exclusive license from the United States Postal Service to publish as part of WorldShip certain postal information.

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Billing and Rating Features

................................................................................ 20

Fuel.Surcharge.............................................................................................................. 20

Cost.Centre.Calculator.................................................................................................. 20

Selecting.Bill-To.Information........................................................................................ 20

Third.Party.Billing......................................................................................................... 21

Additional Features and Functionality

........................................................... 22

Custom.Toolbar............................................................................................................. 22

Creating.a.Custom.Toolbar........................................................................................... 22

Modifying.Buttons.on.a.Custom.Toolbar...................................................................... 22

Using.the.Custom.Toolbar.to.Download.WorldShip.Updates........................................ 23

Custom.Labels.............................................................................................................. 23

Creating.or.Editing.a.Consignee.or.Doc.Label.Template............................................... 24

Selecting.Custom.Consignee.and.Doc.Labels.............................................................. 25

Resources

................................................................................................................. 26

Accessing.Help............................................................................................................. 26

Technical.Support.Numbers......................................................................................... 27

Dangerous Goods Shipments

............................................................................ 28

About.Dangerous.Goods............................................................................................... 28

Editing.a.Dangerous.Goods.Chemical.Record.............................................................. 28

Viewing.a.Dangerous.Goods.Chemical.Record............................................................ 29

Processing.a.Dangerous.Goods.Shipment.................................................................... 30

UPS Trade Direct

Shipments

............................................................................ 31

About.UPS.Trade.Direct................................................................................................ 31

Processing.UPS.Trade.Direct.Shipments....................................................................... 31

Entering.Consolidated.Movements.............................................................................. 32

Associating.Child.Shipments.with.Consolidated.Movements...................................... 33

Processing.UPS.Small.Package.Child.Shipments......................................................... 34

Processing.LTL/TL.Child.Shipments.............................................................................. 36

Editing.Child.Shipments.or.Consolidated.Movements................................................. 38

Closing.Out.Consolidated.Movements......................................................................... 39

Tracking.Child.Shipments.and.Consolidated.Movements............................................ 40

User Guide i

Shipping

Processing Shipments

Processing a Single-Piece Shipment

1. Specify.the.receiver’s.address.

2. Select.a.UPS.service.

3..Select.a.package.type.

4. Specify.the.bill-to.information.

5. Enter.the.total.shipment.weight.and.the.number.of.packages.

6. Select.shipment.and.package.options.that.apply.to.all.packages.

7. Enter.dimensional.weight.on.the.Detail tab,.as.needed.

8. Click.Process Shipment.

Processing a Multiple-Piece Shipment — Single Address/Consignee

1..Follow.steps.1.through.5.under.Processing.a.Single-Piece.Shipment.above.

2...To.add.another.package.to.the.shipment,.click.Add.and.type.the.weight..

of.the.package.

3...To.add.multiple.packages.with.the.same.weight,.type.the.number.of.packages..

in.Pkgs..Click.

Add.

4..Click.Process Shipment.

Note: Once you have processed all your packages and shipments, complete the End of Day process.

01/12

User Guide 1

Shipping

Processing Shipments

(continued)

Switch.to.another.processing.mode.using.the.

Shipping.tab.in.the.System

Preferences Editor,.found.on.the.Tools.menu,.as.needed..

Note: This system preference is only available if your workstation includes one

Trade Direct shipper with a destination CFS other than the United States, Puerto Rico,

Canada or U.S. Virgin Islands or one non-Trade Direct shipper with an origin other than the United States, Puerto Rico, Canada or U.S. Virgin Islands.

Processing a Shipment with Options

1..Follow.steps.1.through.5.under.Processing.a.Single-Piece.Shipment.on.page.1.

2..In.the.Shipping.window,.select.the.Options.tab.

3...Select.the.check.box.next.to.the.option(s).you.wish.to.apply..

and.complete.the.additional.fields.as.needed.for.the.option(s).

4..Click.Process Shipment..

Note: Once you have processed all your packages and shipments, complete the End of Day process.

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User Guide 2

Shipping

Processing International Shipments

When you process a package to an international destination, WorldShip can generate the necessary export documentation.

Processing a Package

1..Specify.the.receiver’s.address.

2..Select.a.UPS.service..

3..Select.a.package.type.

4..Specify.the.bill-to.information.

5..Type.a.general.description.of.the.goods.and.the.weight.of.the.package.

6...Select.the.Customs Documentation.tab.to.complete.the.necessary..

export.documentation.

7..Click.Process Shipment..

Disabling Export Documentation

If.you.currently.produce.your.own.export.documents,.you.can.disable.the.export.

documentation.feature.in.WorldShip.by.following.these.steps:.

1..From.the.Tools.menu,.select.Shipper Editor.

2..Click.Modify,.then.select.the.International.tab..

3...Clear.the.Enable Invoice,.Enable NAFTA CO.and.Enable CO.check.boxes,..

or.select.

None.under.SED,.for.the.document(s).you.do.not.wish.to.print..

During.shipment.processing,.you.can.disable.the.creation.of.an.invoice.by.doing..

the.following:.

In.the.Shipping.window,.select.the.

Customs Documentation.tab.

2..Clear.the.Create an Invoice.check.box.

Note: If you disable the invoice creation feature in WorldShip, you should type the customs value in order to speed up customs clearance.

Note: International Shipments whose contents are NOT documents must have three (3) copies of the invoice and any other required export documentation attached to the lead package.

User Guide 3

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Shipping

Processing Shipments with Future Collection Dates

With WorldShip Future Date Processing, you can process shipments with a collection date of up to 183 calendar days in the future.

Activating Future Date Processing

To.process.shipments.with.future.collection.dates,.activate.this.feature.by.following.

these.steps:.

1...From.the.Tools.menu,.select.System Preferences Editor.and.the.Shipping.tab.

2...Select.the.Manually Select Collection Dates.check.box.under.Collection Date

Selection..A.warning.message.asks.you.to.confirm.your.selection.

3..Click.Yes.and.then.OK..

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User Guide 4

Shipping

Processing Shipments with Future Collection Dates

(continued)

Selecting an Active Collection Date

Once.you.have.set.this.system.preference,.the.Select.Active.Collection.Date.window.

asks.you.to.choose.a.collection.date.

If.you.want.to.select.today’s.date.as.the.active.collection.date,.simply.click.

OK...

If.you.want.to.select.a.date.in.the.future,.click.the.down.arrow,.select.the.collection.

date.on.the.calendar.and.click.

OK..The.active.collection.date.you.select.will.appear.

on.the.title.bar.at.the.top.of.the.Shipping.and.Shipment.History.windows.

As.you.process.shipments,.they.will.be.listed,.by.active.collection.date,.under.

Pending.Collection.in.the.Shipment.History.window..The.letter.“A”.appears.next..

to.the.active.collection.date.

Note: If you do not require the ability to process shipments with a future date, no action is needed. Your system is already configured to process shipments for the current date.

Changing an Active Collection Date

To.change.an.active.collection.date.prior.to.processing.shipments,.follow.these.steps:.

1..In.the.Shipping.window,.select.Activities,.then.Select Active Collection Date.

2...In.the.Select.Active.Collection.Date.window,.click.the.down.arrow,.select.the.

collection.date.on.the.calendar.and.click.

OK.

3...Process.your.shipments.as.usual..They.will.appear.in.the.Shipment.History.window.

under.the.Pending.Collection.group.for.that.active.collection.date..

To.change.a.collection.date.for.shipments.that.have.been.processed:.

1...In.the.Shipment.History.window,.highlight.the.shipment.or.Pending.Collection.

group.for.which.you.want.to.change.the.date.

2..From.the.Activities.menu,.select.Change Collection Date.

3...In.the.Change.Collection.Date.window,.click.the.down.arrow,.select.the.collection.

date.on.the.calendar.and.click.

OK..The.shipment(s).appear.under.the.Pending.

Collection.group.for.that.collection.date.

For.more.information,.select.

WorldShip Help.from.the.Help.menu,.type.Future Date

Processing Procedures..

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Processing Returns

UPS offers a comprehensive portfolio of return services to streamline your merchandise return process. Repeat a shipment in the Shipment History as a return or create a new return package in the Shipping window.

Creating a Return

1...Select.a.UPS.service.on.the.Service.tab.

2..Select.the.Options.tab.and.then.select.Return Services.under.Shipment Options.

3...Select.the.return.service.you.want.

4..Specify.the.merchandise.description.for.the.package.

5...If.you.select.Electronic.Return.Label,.click.Details.and.specify.the.Recipient’s.

E-mail.Address.

6..Specify.the.Collect.From.address.

7...Select.the.Service.tab,.then.select.a.package.type,.specify.the.bill-to.information.

and.type.the.weight.of.the.package.

8..Click.Process Shipment..

Note: Return Services may be limited in your area. Please visit ups.com

for a complete list of valid services.

Processing a Forward Shipment with a Corresponding Return Shipment

1..Enter.shipping.information.

2..Select.the.With Return Services.check.box.on.the.Service.tab.

3...Click.Process Shipment..The.forward.shipment.label.prints,.and.the.Shipping.

window.automatically.fills.in.the.address.for.the.corresponding.return.shipment.

4...Select.the.Options.tab..The.Return.Services.option.will.be.checked...

Select.the.return.service.you.want.and.enter.a.merchandise.description.

5. Click.Process Shipment..

Note: To set a preference for the With Return Services check box, go to the

Shipping tab in the System Preferences Editor.

User Guide 5

Shipping

Editing Packages and Shipments

WorldShip allows you to edit packages and shipments you have already processed, but for which you have not yet run the End of Day process.

Editing a Package or Shipment

1...Under.UPS.Collections.in.the.Shipment.History.window,.select.the.individual.

package.or.shipment.you.wish.to.edit.

2...From.the.Activities.menu,.select.Edit/Reconcile Shipment..Confirm.which..

package/shipment.you.need.to.edit.and.then.make.the.appropriate.changes..

3...Click.Process Shipment..(You.will.be.prompted.to.reapply.all.the.labels..

in.the.shipment.)

Deleting a Single Package in a Multiple-Piece Shipment

1...Under.UPS.Collections.in.the.Shipment.History.window,.select.the.shipment.

containing.the.package.you.wish.to.delete.

2...From.the.Activities.menu,.select Edit/Reconcile Shipment..Confirm.which.

package/shipment.you.need.to.edit.

3...Using.the.navigation.arrows.next.to Process Shipment,.display.the.package..

you.wish.to.delete.

4..Click.Delete Pkg..Confirm.that.you.want.to.delete.the.package.

5...Click.Process Shipment..(You.will.be.prompted.to.reapply.all.the.labels..

in.the.shipment.).

User Guide 6

01/12

Shipping

Processing Air Freight Shipments

Processing an Air Freight Shipment

To.process.an.Air.Freight.shipment:

1..Select.the.Freight.check.box.

2..Specify.the.Ship.To.address.

3..Specify.the.Ship.From.address.

4...Specify.the.shipment-level.and.option.details,.such.as.UPS.service.and.bill-to.

information,.commodity.information,.shipping.options,.and.shipper.and.receiver.

references.and.special.instructions.

5..For.an.international.shipment,.record.the.export.document.and.goods.details.

6..Decide.if.you.wish.to.complete.your.shipment.now.or.later.

..If.you.have.not.completed.your.shipment,.you.can.save.it.as.a.draft.by.clicking.

Save.(in.the.lower.right-hand.corner)..The.shipment.is.saved.in.Shipment.History.

as.a.“Draft”.with.the.date.when.it.was.saved..If.you.created.a.Packing.List.for.the.

draft.shipment,.it.will.not.be.saved..When.you.are.ready.to.continue.working.on.

it,.select.it.from.the.Shipment.History.window.and.click.

Edit/Reconcile Ship

ment.on.the.Activities.menu.

..If.you.have.completed.your.shipment,.click.

Process.

01/12

User Guide 7

Shipping

Processing Air Freight Shipments

(continued)

Entering Commodity Information

1...Enter.information.about.each.line.item.of.your.shipment.in.the.Commodity.section.

on.the.

Service.tab..The.commodity.list.on.the.Service.tab.shows.each.item.that.

was.added.to.the.current.shipment.

2...Click.Add.to.add.each.item.to.the.commodity.list,.or.if.necessary,.click.Clear.to.

remove.items.from.the.commodity.list..There.is.no.limit.to.the.number.of.commodities.that.can.be.selected.or.added.to.the.shipment..The.limit.is.taken.care.of.during.

shipment.processing.

Note: As an alternative to manually adding commodities to the commodity list, click

Commodity Search and use the Commodity Search window to access commodities entered previously in the Commodity Editor. This search is useful when entering many commodities in a shipment.

Requesting Air Freight Rates

To.request.the.shipment.rate.for.the.current.shipment:

1. Click.Get Rate.

2..In.the.Shipment.Rates.window,.review.the.detailed.rate.information.

3..Click.OK.

01/12

User Guide 8

Shipping

Processing Air Freight Shipments

(continued)

Scheduling a Collection or Delivery of an Air Freight Shipment

To.automatically.schedule.a.delivery.during.shipment.processing.for.a.House.Account.

Air.Freight.shipper:

1..Select.the.Delivery.check.box.on.the.Service.tab.

2...Process.the.shipment.as.usual..When.you.click.Process,.the.Delivery.Request.

window.appears.

3..In.the.Delivery.Request.window:

Under.

Pieces Shipped As,.describe.the.handling.units.

Under.

Delivery,.select.a.delivery.date.and.a.delivery.time.

Click.

OK.

To.automatically.schedule.a.Collection.or.delivery.during.shipment.processing..

for.an.Occasional.Air.Freight.shipper:

1...Enter.the.shipment.as.usual..When.you.click.Process,.the.Collection/Delivery.

Request.window.appears.

2. In.the.Collection/Delivery.Request.window:

Under.

Pieces Shipped As,.describe.the.handling.units.

Under.

Collection/Delivery,.select.either.Collection.or.Delivery.

Note: Your selection determines the remaining active and inactive fields in this window.

Under.

Delivery,.select.a.delivery.date.and.a.delivery.time.

Under.

Requester,.provide.the.appropriate.information.or.use.the.Ship.From.

information.provided.

Provide.the.Collection.date,.Collection.ready.time.and.Collection.location..

closing.time.

Under.

Collection Location,.provide.any.additional.instructions.

Note: All other fields show the Ship From address and cannot be updated.

Click.

OK.

01/12

User Guide 9

Shipping

Processing Air Freight Shipments

(continued)

Viewing Air Freight Shipment History

To.view.your.Air.Freight.shipment(s),.select.the.Shipment.History.window...

An. .icon.represents.an.Air.Freight.shipment.for.a.specific.shipper.

01/12

User Guide 10

Profiles

Profile Editor

Use the Profile Editor to add, delete or modify a profile, which is a saved collection of predefined preferences, including various service options, package options, shipment options and reference numbers. Then you can assign the profile to one or more shippers.

Adding a Profile

1..From.the.Tools.menu,.click.Profile Editor.

2..In.the.Profile.Editor.Welcome.window,.click.OK.

3..Type.a.unique.name,.up.to.35.alphanumeric.characters,.for.the.Profile Name.

4...Fill.in.or.select.the.preferred.values.for.the.fields.shown.on.all.the.tabs..Your.

choices.appear.as.the.defaults.in.the.corresponding.fields.in.the.Shipping.window.

5..Click.Save Profile..

Note: If you want to base a new profile on an existing profile, select the existing profile name, modify the fields, type a unique name for the

Profile Name

and click Save Profile.

Assigning a Profile to a Shipper

1..From.the.Tools.menu,.click.Profile Editor.

2..In.the.Profile.Editor.window,.click.Shippers.

3..In.the.Shipper.Profiles.window:.

..To.assign.a.profile.to.a.specific.shipper,.select.the.desired.profile.for.that.shipper.

in.

Profile.next.to.the.shipper.number..

..To.assign.a.particular.profile.to.all.shippers,.select.the.desired.profile.in.

Assign

Profile To All Shippers.and.click.Assign..

4..Click.OK.and.then.Close..

01/12

User Guide 11

Profiles

Assigning a Profile to a Consignee

1...From.the.Tools.menu,.select.Address Book Editor..The.Address.Book.Editor.

window.appears.

2...Type.information.about.a.new.consignee.or.click.the.Search.icon

next..

to.the

Company or Name.box.to.search.for.a.consignee.in.your.address.book.

3..Select.a.profile.name.in.Profile.

4...Click.Add New Address.for.a.new.consignee.or.click.Modify Address..

for.an.existing.consignee.

5..When.you.are.finished,.click.Close..

Note: You can also assign a profile using the Shipper Editor or you can select the profile from the Shipping window.

01/12

User Guide 12

Reports

Printing Reports

Each time you complete the End of Day process, the following reports may print automatically:

Daily Shipment Detail Report

Summarises.all.the.packages.processed.since.your.last.End.of.Day.process.and.lists.

the.recipient.and.shipping.information.for.each.package.as.well.as.summary.totals..

Using.the.

System Preferences Editor, Shipment Detail Report Setup.tab,.you..

can.choose.whether.to.print.this.report.automatically.when.you.run.End.of.Day..

High Value Report

Automatically.prints.during.the.End.of.Day.process.only.if.you.processed.a.package.

with.a.Declared.Value.exceeding.a.certain.threshold..In.addition,.this.report.shows.

the.tracking.number,.package.ID,.reference.number.and.Declared.Value.of.each.high.

value.package.

Important: Be sure to give this report to your UPS driver when he or she collects the high value packages. The UPS driver signs the report and records the collection time and the total number of high value packages on the last line of this report. Since these collection details are on the report the driver takes with the packages, make a copy of the driver’s report with the collection details if you want collection confirmation for your records. Since collection details include driver’s signature and handwritten information, it cannot be reprinted.

UPS Manifest Summary (excluding U.S., Puerto Rico and Canada Origins)

Automatically.prints.during.the.End.of.Day.process.and.summarises.shipment.

information.about.the.packages.your.UPS.driver.is.to.collect..This.report.includes:.

.Your.account.information.

..A.barcode.that.includes.your.account.number,.a.unique.shipping.record.identifier.

and.the.total.number.of.packages.to.be.collected.

.Summary.information.so.the.UPS.driver.can.verify.what.is.to.be.collected.

..An.area.to.record.the.name.of.the.UPS.driver.who.collects.the.packages,..

the.collection.time.and.the.total.number.of.packages.collected.by.the.driver..

Important: Be sure to give both copies of the Manifest Summary Report to your

UPS driver when he or she collects the packages. The UPS driver scans the barcode on the report. Then the UPS driver signs both copies of the report and records the collection time and the total number of packages on the bottom of the report.

One of the copies is for your records. The UPS driver will take the other copy.

UPS Manifest Detail (excluding U.S., Puerto Rico and Canada Origins)

Automatically.prints.during.the.End.of.Day.process.and.during.the.close.out.of.

consolidated.movements.if.the.transmission.of.your.shipment.data.to.UPS.fails...

This.report.details.shipment.information.about.the.packages.your.UPS.driver..

is.to.collect..

Important: Be sure to give this report to your UPS driver when he or she collects your packages.

UPS Driver Transmission Control (excluding U.S., Puerto Rico and Canada Origins)

Automatically.prints.during.the.End.of.Day.process.and.during.the.close.out.of..

UPS.Trade.Direct.consolidated.movements.only.if.the.destination.is.other.than..

the.U.S..or.Puerto.Rico..This.report.verifies.the.successful.transmission.of.shipment..

data.to.UPS.during.the.close-out.process..

Important: Be sure to give this report to your UPS driver when he or she collects your packages.

User Guide 13

01/12

Voiding Packages or Shipments

Voiding a Shipment from the Shipping Window

WorldShip.allows.you.to.void.shipments.you.have.already.processed.but.for.which.

you.have.not.run.the.End.of.Day.process..You.can.also.void.packages.or.shipments.

after.you.have.run.the.End.of.Day.process.

1...From.the.Shipping.window,.click.Void.to.void.or.delete.a.package.or.shipment.

2...Read.the.instructions.on.how.to.void.a.shipment.and.click.OK..The.Shipment.

History.window.appears.and.the.last.shipment.you.processed.is.highlighted.

3..Confirm.the.correct.shipment.is.highlighted..Select.another.shipment.if.needed.

4. Select.Void/Delete Shipment.from.the.Activities.menu.or.click.Void.

5. Once.you.confirm.the.void,.a.Void.icon.appears.next.to.the.shipment/packages.

For a demonstration on how to void a package, go to www.ups.com/wsvoid.

01/12

User Guide 14

Voiding Packages or Shipments

Voiding a Shipment from the Shipping Window

(continued)

Note: If the package you are attempting to void has already gone through the End of Day process and the void portal supports voids for your country, you will be taken

to the U.S. Void a Shipment application on ups.com

(English only). See Voiding a

Package or Shipment from the Shipment History window after End of Day below.

Voiding a Package or Shipment from the UPS Web Access Menu

1..From.the.UPS Web Access.menu,.select.UPS Void Shipments Page.

2...Type.the.tracking.number.of.the.package.or.shipment.you.want.to.void..

and.complete.the.void.

3..Return.to.WorldShip..

Voiding a Package or Shipment from the Shipment History

Window after End of Day

1...In.the.Shipment.History.window,.highlight.the.tracking.number.of.the.package..

you.want.to.void.

2..Select.Void/Delete Shipment.from.the.Activities.menu.or.click.Void.

3..Click.OK..The UPS Void Shipments Page.appears.for.you.to.complete.the.void.

4..When.you.are.finished.voiding.the.shipment,.return.to.WorldShip..

01/12

User Guide 15

Voiding Packages or Shipments

Marking a Package or Shipment as Voided in the Shipment

History Window

When.you.void.a.package.or.shipment.from.the

UPS Void Shipments Page,..

WorldShip.will.not.automatically.update.the.Shipment.History.window.to.indicate.

you.completed.the.void,.but.you.can.mark.the.package.or.shipment.as.voided..Since.

the.actual.status.of.the.package.or.shipment.will.not.change,.you.should.complete.

the.steps.necessary.to.void.the.shipment.or.package.on.the

UPS Void Shipments

Page.before.using.this.procedure..

1...In.the.Shipment.History.window,.highlight.the.package.or.shipment.you.voided.

from.the.

UPS Void Shipments Page.

2...From.the.Activities.menu,.select.Mark Shipment/Package as Voided...

Once.you.confirm.the.void,.a.

Void.icon.appears.next.to.the.shipment..

or.package.

01/12

User Guide 16

End of Day

Completing the Process

WorldShip electronically transmits your shipment detail to UPS. Separate

End of Day processes can be completed for the same collection day.

Once.you.have.finished.processing.packages.for.a.Pending.Collection.group,..

complete.the.End.of.Day.process..These.steps.should.be.completed.prior.to..

the.time.of.collection.

Completing the End of Day Process

1...Select.the.Pending.Collection.group.in.the.Shipment.History.window.and.click..

End of Day.

2...Confirm.you.wish.to.proceed..WorldShip.will.print.the.End.of.Day.reports...

For.more.information,.see.Printing Reports.

3...If.Future.Date.Processing.has.been.activated,.the.Select.Active.Collection..

window.appears..Click.the.down.arrow.to.select.the.active.collection.date..

from.the.calendar.(up.to.183.days.in.the.future)..Click.

OK.

4...Provide.applicable.reports.to.your.UPS.driver..For.more.information,..

see Printing Reports.

01/12

User Guide 17

History and Tracking

Finding Shipments

1...To.find.a.shipment.that.you.have.processed.in.the.past,.click.History..

on.the.tool.bar..

2..Click.Find.in.the.Shipment.History.window.

3...Fill.in.the.appropriate.information.you.need.to.find.the.shipment.you.are..

looking.for,.then.click.

Find.

For.more.information.about.how.to.find.shipments,.select.

WorldShip Help..

from.the.

Help.menu.and.type.Find a Shipment..

01/12

User Guide 18

History and Tracking

Tracking Packages or Shipments

Tracking from the Shipment History Window

1...To.track.a.single.package.from.the.Shipment.History.window,.select.a.package..

by.highlighting.the.tracking.number..Select.

UPS Detail Tracking Page.from.the.

Activities.menu.or.press.F8.

2...To.track.multiple.packages.from.the.Shipment.History.window:.

..Highlight.a.date.to.track.all.packages.shipped.on.a.specific.date.or.highlight..

a.shipment.to.track.all.packages.in.a.shipment..

..From.the.

Tools.menu,.select.Tracking Number Manager..In.the.Tracking.

Number.Manager.window,.in.the.1Z.tab,.click.

Add,.then.Track List.

Note: You can track packages for multiple dates and shipments by highlighting the specific date or shipment and continuing to click Add.

3...WorldShip.connects.you.directly.to.the.Tracking.Page.on.the.UPS.Web.site..

and.displays.package.information.

4..If.desired,.print.the.tracking.information.

5. Close.the.Tracking.Page.window.to.return.to.WorldShip.

Tracking from the UPS Web Site

1...From.the.UPS Web Access.menu,.select.UPS Tracking Page..WorldShip..

connects.you.directly.to.the.Tracking.Page.on.the.UPS.Web.site.

2...Type.your.UPS.tracking.numbers.on.the.Track.Packages.and.Freight.tab..

and.click.

Track.

3..Follow.the.instructions.

4..Close.the.Tracking.Page.window.to.return.to.WorldShip..

01/12

User Guide 19

Billing and Rating Features

Fuel Surcharge

UPS.fuel.surcharges.are.automatically.included.in.the.rate.displayed.for.each..

shipment..The.surcharges.can.change.potentially.from.month.to.month..A.software.

update.will.be.provided.to.you.automatically.

For.more.detailed.information.on.the.UPS.Fuel.Surcharge,.go.to.ups.com

.or.select.

WorldShip Help.from.the.Help.menu.and.type.Fuel Surcharge.

Cost Centre Calculator

The.Cost.Centre.Calculator.helps.you.to.update.the.shipping.charges.displayed..

by.WorldShip.for.shippers..These.updated.rates.do.not.affect.your.UPS.billed..

shipping.charges..Instead,.the.updated.rates.affect.only.the.shipping.rates.you..

charge.your.customers..

To.open.the.Cost.Centre.Calculator,.select.

Cost Centre Calculator.on.the.Tools..

menu..When.the.Cost.Centre.Calculator.opens,.you.will.notice.the.window.is..

divided.into.left.and.right.panes..Select.a.shipper.in.the.left.pane.to.display.the..

rate.categories.(that.is,.services,.accessorials.and.surcharges).in.the.right.pane..

Select.a.rate.category.in.the.left.pane.or.double-click.a.rate.category.in.the.right..

pane.to.display.all.the.items.you.can.update.for.that.category.in.the.right.pane..

For.step-by-step.instructions.on.how.to.modify.your.rates,.select.

Cost Centre

Calculator Help.from.the.Help.menu.in.the.Cost Centre Calculator..

Selecting Bill-To Information

Use.the.bill-to.fields.to.indicate.who.pays.for.the.transportation,.duty.and.tax.charges.

to.ship.a.package,.shipment.or.movement..These.fields.appear.in.several.windows,.

including.the.

Service.tab.in.the.Shipping.window..The.bill-to.fields.include:.

Bill Transportation To includes.Shipper,.Receiver.or.Third.Party.options.to.indicate.

who.pays.the.transportation.cost.to.ship.the.package,.shipment.or.movement.

Bill Duty and Tax To.includes.Shipper,.Receiver.or.Third.Party.options.to.indicate..

who.pays.the.duty.and.tax.costs.to.ship.the.package,.shipment.or.movement.

Split Duty and Tax.check.box.indicates.if.you.want.the.transportation.payer.instead.

of.the.tax.payer.to.pay.the.duty.cost.to.ship.the.package,.shipment.or.movement...

If.you.select.this.check.box,.the.Bill.Transportation.To.title.changes.to.Bill.Transportation.and.Duty.To,.and.the.Bill.Duty.and.Tax.To.title.changes.to.Bill.Tax.To..To.reverse.

this.selection,.clear.the.

Split Duty and Tax.check.box..A.confirmation.message.

appears.each.time.you.select.or.clear.this.check.box.

User Guide 20

01/12

Billing and Rating Features

Third Party Billing

1...Process.shipments.as.outlined.on.page.1.of.this.guide..Here.are.the.steps:.

.Specify.the.receiver’s.address.

.Select.a.UPS.service.

.Select.a.package.type.

..Select.

Third Party.in.Bill Transportation To.and.the.Third.Party.Address..

window.appears.

2...In.the.Third.Party.Address.window,.type.the.address.and.account.number..

of.the.person.or.company.that.will.pay.all.of.the.charges.that.the.shipper..

would.pay.for.the.current.shipment..Then.click.

OK.

3. .In.the.Shipping.window,.type.the.weight.of.the.package.and.click..

Process Shipment.

01/12

User Guide 21

Additional Features and Functionality

Custom Toolbar

The.Toolbar.Editor.allows.you.to.select.from.a.pre-defined.list.of.buttons.and.configure.the.selected.buttons.for.use.on.a.custom.toolbar..See.Creating a Custom Toolbar..

The.Toolbar.Button.Editor.allows.you.to.configure.and.customise.the.buttons.on.a.

custom.toolbar..See.Modifying Buttons on a Custom Toolbar..You.can.dock.the.toolbar.

vertically.to.the.left.or.right.side.of.the.Shipping,.Shipment.History.and.Profile.Editor.

windows.or.float.the.toolbar.horizontally.anywhere.on.your.screen.

Creating a Custom Toolbar

1..From.the.Tools.menu,.select.Toolbar Editor..

2..In.the.Toolbar.Editor.window,.create.a.list.of.buttons.for.the.toolbar: n

..To.add.a.button,.select.the.button.in.the.

Available Buttons.box.and.click.Add..

The.button.is.added.to.the.

Selected Buttons.box.and.will.be.removed.from..

the.

Available Buttons.box.if.it.can.only.be.added.once..

.To.remove.a.button,.select.the.button.in.the.

Selected Buttons.box..

and.click.

Remove..

To.remove.all.the.buttons,.click.

Remove All..

3..Edit.the.selected.button.as.follows:

If.you.added.a.button.that.can.be.added.more.than.once,.the.Toolbar.Button.

Editor.window.appears.allowing.you.to.configure.the.selected.button..See.

Modifying Buttons on a Custom Toolbar.

If.you.added.a.button.that.can.be.added.only.once,.proceed.to.step.4..

Tip: If you want to change the defaults for the selected button, click Edit.

See Modifying.Buttons.on.a.Custom.Toolbar.

4..Arrange.the.buttons.on.the.toolbar.in.the.desired.order:

To.move.a.button.up,.select.the.button.and.click.

Move Up.

To.move.a.button.down,.select.the.button.and.click.

Move Down.

5..To.view.and.use.the.toolbar:

Select.the.

Enable Toolbar.check.box.to.make.the.toolbar.visible..Clear.the.check.

box.to.retain.the.information.but.not.make.the.toolbar.visible.

Select.the.

Dock Toolbar.check.box.to.dock.the.toolbar.on.the.right.side.of.the.

Shipping,.Shipment.History.and.Profile.Editor.windows..Clear.this.check.box..

to.float.the.toolbar.anywhere.on.your.screen.

Note: If you clear the check box and float the toolbar, you can drag and drop the toolbar and dock it on either side of the Shipping, Shipment History or Profile

Editor windows.

6..Click.OK.

Modifying Buttons on a Custom Toolbar

1..From.the.Tools.menu,.select.Toolbar Editor.

2..In.the.Toolbar.Editor.window,.add.a.new.button:

Select.the.button.in.the.

Available Buttons.box.

Click.

Add.

If.you.added.a.button.that.can.be.added.more.than.once,.the.Toolbar.Button.Editor.

window.appears.and.shows.information.for.the.selected.button..The.name.of.the.

button.appears.in.the.title.bar..Skip.to.step.4.

If.you.added.a.button.that.can.be.added.only.once,.the.name.of.the.button.appears..

in.the.

Selected Buttons.box..If.you.want.to.edit.the.button,.proceed.to.step.3;.

otherwise,.skip.to.step.7.

3..To.edit.an.existing.button.on.the.toolbar:

Select.the.button.in.the.

Selected Buttons.box.

Click.

Edit.

The.Toolbar.Button.Editor.window.appears.and.shows.information.for.the.selected.

button..The.name.of.the.button.appears.in.the.title.bar..

To.edit.a.button.that.can.be.added.more.than.once,.proceed.to.step.4;.otherwise,..

skip.to.step.5.

User Guide 22

01/12

Additional Features and Functionality

Modifying Buttons on a Custom Toolbar

(continued)

4..Perform.the.appropriate.action:.

For.

Shipper Number,.click.the.down.arrow.in.the.Shipper Number.box..

and.select.a.shipper.number.

For.

Profile,.click.the.down.arrow.in.the.Profile.box.and.select.a.profile.

For.

Start Keyed Import,.select.a.map.name.in.the.Start Keyed Import.box.

For.

Batch Import,.select.a.map.name.in.the.Batch Import box.

For Batch Export,.select.a.map.name.in.the.Batch Export.box.

5..Perform.the.following.actions.as.needed:

To.add.a.tooltip.for.the.button,.type.up.to.80.characters.in.the.

Tooltip Text

box.or.use.the.pre-defined.tooltip.

To.add.a.graphic.image.on.the.button,.select.Use.Graphic.Image,.click.the.down.

arrow.in.the.

Image.box.and.select.an.image..If.you.want.a.custom.image,.click.

Browse.and.navigate.to.and.select.the.desired.image.

Note: The image type must be .bmp. The maximum size is 76 x 50 pixels, and the minimum size is 19 x 12 pixels. The default size is 38 x 25 pixels.

To.add.text.on.the.button,.select.Use.Text.as.Image.and.type.up.to.25.characters..

in.the.

Your Text.box.

Note: As you type text, the font will become smaller in order to fit on the button.

If you want smaller type, but with minimal characters, add spaces before and

after the text.

To.pick.a.background.colour.for.the.button,.click.

Background Colour..The.Colour.

window.appears..Select.a.colour.or.define.a.custom.colour.and.click.

OK.

To.pick.a.text.colour.for.the.button,.click.

Text Colour..The.Colour.window.

appears..Select.a.colour.or.define.a.custom.colour.and.click.

OK.

6..Click.OK..

7. Repeat.this.procedure.as.required.or.click.OK.

Using the Custom Toolbar to Download WorldShip Updates

Note: Your Internet connection method must be configured for Direct Access to the UPS Data Centre.

You.can.use.the.custom.toolbar.to.download.a.WorldShip.upgrade.

When.a.WorldShip.upgrade.notice.is.received:

1..WorldShip.does.one.of.the.following:

If.the.custom.toolbar.is.enabled,.WorldShip.inserts.the.Download.WorldShip.

button.in.the.first.position.on.the.toolbar.

If.the.custom.toolbar.is.not.enabled,.WorldShip.enables.the.toolbar.and.inserts.

the.Download.WorldShip.button.in.the.first.position.on.the.toolbar.

2...At.your.convenience,.click.Download WorldShip..WorldShip.displays.the..

Download.WorldShip.Web.page.for.your.country.and.language.

3..Follow.the.instructions.as.appropriate..

.When.the.download.and.install.are.completed.successfully,.WorldShip.removes.

Download WorldShip.on.the.toolbar..If.Download WorldShip.is.the.only.button.

on.the.toolbar,.WorldShip.disables.the.toolbar.

If.the.download.and.install.are.not.completed.successfully.(and.even.if.the.

toolbar.is.not.enabled),.the.toolbar.with.

Download WorldShip.appears.each.

time.you.start.WorldShip..Repeat.steps.2.and.3.

Custom Labels

The.Custom.Label.Editor.allows.you.to.create,.edit.and.delete.templates.for.custom.

consignee.and.doc.labels..In.order.to.print.these.labels,.you.must.set.your.system.

preferences.on.the.Printing.Setup.tab.in.System.Preferences.Editor..To.specify.which.

custom.labels.to.use,.assign.the.labels.to.print.when.using.a.profile.or.add.a.button..

to.the.custom.toolbar.

Note: You cannot edit or delete the UPS Sample templates.

User Guide 23

01/12

Additional Features and Functionality

Creating or Editing a Consignee or Doc Label Template

1...From.the.Tools.menu,.select.Custom Label Editor..The.Custom.Label.Editor..

window.appears.

2..If.you.want.to.edit.an.existing.template:

Under.

Existing Templates,.select.the.template.that.you.want.to.edit.

Click.

Edit..The.Edit.Template.window.appears.

Skip.to.step.6.

3...If.you.want.to.create.a.template.based.on.an.existing.template,.such..

as.a.UPS.Sample.template:

Under.

Existing Templates,.select.the.template.on.which.you.want.to.base..

the.template.

Click.

Copy..The.Copy.Template.window.appears.

Enter.a.template.name.consisting.of.up.to.50.characters.in.the.Enter.the.Name..

of.the.

New Template.box.and.click.OK..The.Edit.Template.window.appears.

Skip.to.step.6.

4..If.you.want.to.delete.an.existing.template:

Under.

Existing Templates,.select.the.template.that.you.want.to.delete.

Click.

Delete..A.message.appears.asking.you.to.confirm.the.deletion.

Click.

Yes..The.Custom.Label.Editor.window.appears.

Skip.to.step.10.

5..If.you.want.to.create.a.new.template:

Under.

New Template,.click.the.down.arrow.in.the.Template Type.box..

and.select.a.type.of.label.

Enter.a.name.consisting.of.up.to.50.characters.for.the.new.template..

in.the.

Template Name.box.

Click.

Create..The.Edit.Template.window.appears.

6..Add.each.element.to.the.canvas.using.one.of.the.following.add.options:

Note: A Tooltip appears when you point to most elements you place on the canvas.

Add.a.Field.—.Click.the.down.arrow.in.the.

WorldShip Fields.box.and.select.a.

field.category..Using.the.field.list.under.the.field.category,.select.a.field,.click.

Add Field.and.click.the.desired.location.on.the.canvas.to.place.the.field.

Add.Custom.Text.—.Type.the.text.up.to.45.characters.in.the.

Custom Text.box,.

click.

Add Text.and.click.the.desired.location.on.the.canvas.to.place.the.text.

Add.a.Field.and.Text.—.Select.a.field.in.the.field.list,.type.the.text.in.the.

Custom

Text.box,.click.Add Field & Text.and.click.the.desired.location.on.the.canvas..

to.place.the.field.and.text.

Add.an.Image.—.Click

Add Image..In.the.Add.Image.window,.supply.the.path..

to.the.image.or.click.

Browse.and.browse.to.and.select.the.image..Then.click..

the.desired.location.on.the.canvas.to.place.the.image.

Note: The image type must be .bmp or .pcx.

Add.a.Horizontal.Line.—.Click.

Add Line,.click.and.hold.the.left.mouse.button..

to.indicate.the.beginning.of.the.line.on.the.canvas,.drag.the.line.to.its.end..

and.release.the.left.mouse.button.

7..Modify.the.properties.of.the.fields.and.text.placed.on.the.canvas.as.needed: n

Select.the.item.on.the.canvas.

Under.

Field Properties,.change.the.font.and.alignment,.make.the.text.bold..

and.define.a.barcode.

Under.the.

WorldShip Fields.box,.change.the.field.length.

Click.

Modify.

8..Remove.field(s).on.the.canvas.as.follows: n

To.remove.one.field,.select.the.field.on.the.canvas.and.click.

Remove...

A.message.asks.you.to.confirm.the.deletion..Click.

Yes,.and.the.field.is..

removed.from.the.canvas.

To.remove.all.fields,.click.

Remove All..A.message.asks.you.to.confirm..

the.deletion..Click.

Yes,.and.all.fields.are.removed.from.the.canvas.

9...To.test.the.custom.label,.click.Print Test Label..The.label.prints.using..

the.current.label.printer.selection.in.system.preferences.

10..Click.OK.

User Guide 24

01/12

Additional Features and Functionality

Selecting Custom Consignee and Doc Labels

Once.you.have.created.custom.consignee.or.doc.labels.using.the.Custom.Label.Editor,.

you.can.select.the.custom.labels.to.print.

1. Do.one.of.the.following:

To.associate.a.custom.label.with.a.profile,.click.

Select Custom Label..

in.the.Profile.Editor.window.

To.select.a.custom.label.while.creating.a.shipment,.click.

Select Custom Label..

on.the.custom.toolbar..See.Creating a Custom Toolbar.

2. In.the.Select.Custom.Label.window:

For.a.small.package.shipment,.click.the.down.arrows.in.the.

Shipment Doc

Label, Package Doc Label.and.Consignee Label.boxes.and.select.custom.labels..

as.needed.

For.an.Air.Freight.shipment,.click.the.down.arrows.in.the.

Air Freight Doc Label.

and.

Consignee Label.boxes.and.select.custom.labels.as.needed.

For.a.Ground.Freight.shipment,.click.the.down.arrows.in.the.

Ground Freight Doc.

Label.and.Consignee Label.boxes.and.select.custom.labels.as.needed.

Note: On remote workstations, template names are appended with (Admin) or (Remote) to distinguish who created the templates.

3..Click.OK.

01/12

User Guide 25

Resources

Accessing Help

You.have.several.options.for.accessing.help:

1. Within the software:.

WorldShip Help

..To.search.for.specific.information,.select.

WorldShip Help.from.the.Help.menu...

On.the.

Index.tab,.type.the.name.of.the.task,.term.or.concept.and.press.Enter.

..To.find.general.information.about.WorldShip,.select.

WorldShip Help.from.the.Help.

menu,.select.the.

Contents.tab.and.select.a.topic.

..To.find.help.for.a.specific.window,.click.the.

?.in.the.top.right.corner.(if.available).

and.then.a.field,.click.the.

Help.button.(if.available).or.hold.down.the.Shift.key..

and.click.

F1.

..The.WorldShip.User.and.Installation.Guides.are.available.in.a.*.pdf.formatted.file..

for.viewing.and.printing..Make.sure.you.install.the.free.Adobe

.Reader

.software.

that.can.be.downloaded.from.adobe.com..Follow.the.steps.below.to.obtain.a.copy.

of.the.Guides:

1. From.the.Help.menu,.click.WorldShip User Guides.

2. In.the.Access.User.Guides.page,.click.the.Download.link.for.the.desired.guide.

3..View.and.print.the.document.as.needed.

2. By phone:

If.you.have.technical.questions.about.WorldShip.that.cannot.be.answered.by.this.

guide.or.the.Installation Guide.found.on.ups.com,.call.the.technical.support.number.

listed.on.the.following.page.

Be.sure.you.have.the.following.information.when.you.call: n

..Your.UPS.account.number.and.WorldShip.Software.Version.(found.in.the.lower.

right-hand.corner.of.the.WorldShip.screen).

..Name.and.version.of.your.PC.operating.system.and.type.of.printer.

..Communication.method.(Direct.Access.or.Dial-up.Access).

*Also available are useful FAQs and e-mail addresses for technical support.

UPS, the UPS brandmark, the colour brown, ups.com, WorldShip and Quantum View Notify are service marks, trademarks or registered trademarks of United Parcel Service of America, Inc.

01/12

User Guide 26

Resources

Technical Support Numbers

If.you.have.questions.about.WorldShip.that.cannot.be.answered..

by.this.guide.or.WorldShip.Help,.call.the.following.numbers:.

Afghanistan ....................................................9647814318252

Argentina ........................................................ 0 800 888 8150

Armenia ........................................................ 10 3741 27 30 90

Australia ............................................................. 1800 148 934

Austria ................................................................ 0800 312 407

Azerbaijan ............................................. +10 99 412 493 39 91

Belarus .......................................................... 375-17-227-2233

Belgium ................................................................ 0800 21 877

Bosnia ................................................................... 033 466 310

Brazil ............................................................. 55 11 569 46606

Canada ..............................1-888-UPS-TECH (1-888-877-8324)

Chile ................................................................... 562 685 0755

China, People’s Republic of .......................... 10 800 852 0698

Colombia ............................................................ 571 423 8775

Cyprus .................................................................... 77 77 7200

Czech Republic ...................................................... 800 143268

Denmark .................................................................80 33 22 55

Dominican Republic .................. 809 549 2777, 829 420 7947

Estonia ............................................................... 372 666 47 00

Finland ............................................................... 0800 187 722

France ................................................................. 0805 025 550

Germany ........................................................... 0800 100 2630

Greece ...............................................................210-99 84 334

Hong Kong ............................................................... 8206 2133

Hungary ............................................................... 06 80016482

India ............................................................00 0800 852 1113

Indonesia .....................................................001 803 852 3670

Ireland, Republic of ............................................ 1800 202 227

Israel .................................................... 00-972-(0) 56-890028

Italy ...................................................................... 800 122 732

Japan ................................................................ 00531 85 0020

Korea, South .................................................00798 8521 3669

Kyrgyzstan ................................................... +996 312 699 988

Latvia .......................................................................... 7805643

Lithuania ..........................................................370-37-350505

Luxembourg .......................................... FR: 00 33 8050 10365

Malaysia ............................................................. 1800 80 4709

Mexico .......................................................... 01 800 714 65 35

Monaco........................................................00 33 8050 10365

Netherlands...................................................... 0800 222 5587

New Zealand ...................................................... 0800 443 785

Nigeria................................234 1 2704981-5, 234 1 2704992

Norway ................................................................... 800 32 255

Philippines ........................ 1 800 765 8065, 1 800 808 50020

Poland ................................................................ 022 203 0321

Portugal ................................................................ 800 783 458

Puerto Rico ........................1-888-UPS-TECH (1-888-877-8324)

Romania ......................................................... 40 21 233 88 77

Russia .............................................................. 7 49 5961 2211

Saudi Arabia ....................... 966 1 462 6655, ext. 528 and 579

Singapore ........................................................... 800 852 3362

Slovakia .................................................. +421 (0)2 58250 281

Slovenia ............................................................. 04/ 281 12 42

South Africa................................................... +27 11 922 9200

Spain ................................................................... 900 22 58 77

Sweden............................................................... 020 120 2255

Switzerland ....................................................... 0800 82 25 54

Taiwan .............................................................. 00801 855 662

Thailand.......................................................001 800 852 3658

Turkey .......................................................... 90(212) 444 0066

United Arab Emirates ........800-4774 (Local), + 971-4-339-1939

United Kingdom ............................................... 0800 331 6010

United States ......................................................888-553-1118

Uzbekistan ................................................... +9987 1 120 3838

01/12

User Guide 27

Dangerous Goods Shipments

About Dangerous Goods

Dangerous Goods is a contract service available in select countries. After upgrading, from the Tools menu, select System Preference Editor, then click the Dangerous Goods tab. You should configure the default settings for the

Chemical Record data source and the printing of Dangerous Goods documen tation. WorldShip will import Chemical Records from an existing external data source or a WorldShip data source.

Editing a Dangerous Goods Chemical Record

The.Dangerous.Goods.Chemical.Record.Editor.allows.the.shipper.to.view,.delete..

or.modify.an.existing.Dangerous.Goods.record.which.can.then.be.stored.in.the.

Personal.Chemical.Table.

To edit a Dangerous Goods (DG) record:

1...To.enter.a.new.chemical.record,.select.New Record.from.the.DG.Reference.

drop-down.box.in.the.

Options.tab.in.the.Shipping.window.(the.New.Record.option.

only.appears.if.you.selected.WorldShip.as.a.database.resource).

2...The.Dangerous.Goods.Chemical.Record.Editor.window.appears..Regulation Set..

is.selected.and.disabled..The.information.for.

Quantity, Unit of Measure.and.

Packaging Type.is.required,.and.the.Transportation Mode.is.obtained.from..

the.

Regulation Set.

3...When.you.click.Save,.WorldShip.prompts.you.for.any.missing.information..

and.informs.you.that.the.chemical.record.is.saved.to.the.Chemical.Table.

4...When.you.click.Delete,.WorldShip.prompts.you.to.confirm.the.deletion..

of.the.current.record.from.the.Chemical.Table.

5...When.you.click.Clear,.WorldShip.alerts.you.with.a.warning.message.if.the..

chemical.record.was.modified.and.prompts.you.to.clear.or.preserve.the.editor.

01/12

User Guide 28

Dangerous Goods Shipments

Viewing a Dangerous Goods Chemical Record

You can view chemical records from the Personal Chemical Table or the UPS

Chemical Table by selecting the Dangerous Goods Chemical Record Viewer on the Tools menu from the Shipping window or by clicking View Chemical

Records on the Dangerous Goods Chemical Record Editor.

To view a record from the Personal Chemical Table:

1...In.the.Dangerous.Goods.Chemical.Record.Viewer.window,.the.Chemical Table.

defaults.to.Personal,.the.

Regulation Set.defaults.to.All.and.the.Search.Results.

window.displays.all.records.for.all.regulation.sets.that.currently.exist.in.the.

Personal.

Chemical Table..You.can.enter.specific.search.criteria.and.filter..

search.results.

2. Select.a.record.and.look.under Record Details.for.the.record’s.fields.and.values.

3. To.delete.the.selected.record,.click.Delete.and.then.confirm.the.deletion.

To view a record from the UPS Chemical Table:

1. .In.the.Dangerous.Goods.Chemical.Record.Viewer.window,.select.UPS.under.

Chemical Table. Regulation Set.defaults.to.the.first.regulation.set.in.the.table..

The.search.criteria.include.the.

Regulation Set,.Identification Number.and.

Proper.Shipping Name..Search Results.displays.all.records.with.the.same.

regulation.set.determined.by.the.value.set.in.the.

Regulation Set.

2. Record Details.displays.the.value.or.content.of.the.currently.selected.record...

You.cannot.delete.the.selected.record.

3. You.can.add.UPS.Chemical.data.to.your.Personal.Chemical.Table.for.use..

on.Dangerous.Goods.shipments.

01/12

User Guide 29

Dangerous Goods Shipments

Processing a Dangerous Goods Shipment

1..Specify.the.Ship.To.address.

2. Specify.the.Ship.From.address.

3. Specify.the.shipment-level.and.option.details,.such.as.UPS.service.and.bill-to.

information,.commodity.information,.shipping.options,.shipment.dimensions,.

shipment.description,.shipment.reference.numbers.and.a.packing.list.

4..On.the.Options.tab,.select.Dangerous Goods.

5...Click.the.down.arrow.in.the.Current Regulation Set.box.and.select.the.appropriate.regulation.set.

6. .Click.the.down.arrow.in.the.DG Reference 1.box.and.select.a.DG.reference..

or.click.

Details.to.search.for.the.DG.reference.

7. Repeat.steps.5.and.6.if.you.have.additional.Dangerous.Goods.in.your.shipment...

If.not,.click

Process Shipment..

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User Guide 30

UPS Trade Direct

®

Shipments

About UPS Trade Direct

UPS.Trade.Direct.provides.freight.consolidation,.air,.ocean.and.ground.transportation,.

customs.clearance.and.direct.delivery.to.multiple.addresses.within.the.destination.

country,.all.through.a.single.source.

A.consolidated.movement.can.consist.of.UPS.Small.Package.child.shipments.and/or.

LTL/TL.child.shipments.

UPS.Trade.Direct.is.a.contractual.service..For.more.information,.contact.your.UPS.

Account.Manager.or.visit.our.Web.site.at.ups-scs.com/support/trade-direct.html.

Processing UPS Trade Direct Shipments

To.process.a.consolidated.movement.with.UPS.Trade.Direct:

1. Call.your.UPS.Account.Representative.and.obtain.a.UPS.Trade.Direct.contract.

2...Use.the.Shipper.Editor.and.the.System.Preferences.Editor.to.set.your.preferences.

for.UPS.Trade.Direct.processing..

3. Enter.a.consolidated.movement..See.Entering Consolidated Movements.

4...Process.a.child.shipment.and.associate.it.to.an.open.consolidated.movement...

See.Processing UPS Small Package Child Shipments, Processing LTL/TL Child

Shipments and Associating Child Shipments.with.Consolidated Movements.

5...Edit.the.consolidated.movement.and.associated.child.shipments.if.needed...

See.Editing Child Shipments or Consolidated Movements..

6..Close.out.the.consolidated.movement..See.Closing Out Consolidated Movements.

7...Track.the.consolidated.movement.and.its.associated.child.shipments,.as.needed..

See.Tracking Child Shipments and Consolidated Movements..

8..Import.or.export.child.shipments,.as.needed..

Note: For more information on UPS Trade Direct, select WorldShip Help from the

Help menu and type About.UPS.Trade.Direct.

User Guide 31

01/12

UPS Trade Direct

®

Shipments

Entering Consolidated Movements

To.enter.a.new.consolidated.movement:.

1...From.the.Activities.menu,.select.Trade Direct Manager..The.UPS.Trade.Direct.

Manager.window.appears..

2...Click.Enter New Movement..The.Enter.Consolidated.Movement.—.Step.1.of.2.

window.appears.

3...Under.Contract Information,.select.a.Shipper Number..WorldShip.auto.matically.

displays.the.other.fields.under.

Contract Information..

4...Under.Consolidated.Movement.Details:.

..Specify.the.

Target Ready Date and Time, Number of Units, Gross Volume and Gross Weight.

..Select.the.

Unit of Measure.

..Type.a.description.of.the.goods.in.

Description of Goods.

..Specify.the.bill-to.information.

Note: If you select Third Party, click the “...” button. In the Third Party Address window, specify the address information for the third party and click OK.

..Specify.the.

Shipper Reference.(as.needed).

..Clear.the.

Collection Address Same as Shipper Address.check.box.to.specify..

a.collection.address.for.the.consolidated.movement.in.the.Collection.Address.

window..The.“...”.button.appears.next.to.the.

Collection Address Same as

Shipper Address.check.box..Click.the.“...”.button.to.display.and.edit.the.

collection.address.information.

..Select.the.

Dangerous Goods.check.box.(as.needed).

5...Click.Next..The.Enter.Consolidated.Movement.—.Step.2.of.2.window.appears..

6...Under.Estimated.Customs.Value,.type.the.Customs.Value.and.select.a.Currency.

Note: These fields are shown only if the origin CFS is U.S., Canada or Australia.

7...Under.Consolidated.Movement.Invoice,.specify.the.Terms of Sale, Reason

for Export,.Declaration Statement.and.Additional Comments.

8. Clear.the.Importer (Sold To) Same as Ship To.check.box.to.specify.an..

importer.address..The.“...”.button.appears.next.to.the.

Importer (Sold To)

Same as Ship To.check.box..Click.the.“...”.button.to.display.and.edit.the..

importer.address.information.

9. Click.Quantum View Notify

.to.display.the.Quantum.View.Notify.Recipients.

(Consolidated.Movement).window.and.enter.recipient.information.

10. Click.Finish..The.UPS.Trade.Direct.Manager.window.reappears.with.the.new.

consolidated.movement.selected.

User Guide 32

01/12

UPS Trade Direct

®

Shipments

Associating Child Shipments with Consolidated Movements

Each.child.shipment.must.be.associated.with.(or.assigned.to).a.consolidated.movement.

before.the.child.shipment.can.be.processed..This.association.can.occur.in.one.of..

two.ways:.

..Process.a.child.shipment.and.then.select.the.consolidated.movement.you.want..

to.associate.with.the.child.shipment..See.Processing UPS Small Package Child

Shipments or Processing LTL/TL Child Shipments..

..Select.the.consolidated.movement.you.want.to.associate.with.a.child.shipment.

before.you.process.the.child.shipment..See.the.instructions.below..

To.select.the.consolidated.movement.before.you.process.a.child.shipment:

1...On.the.Activities.menu,.click.Trade Direct Manager..The.UPS.Trade.Direct.

Manager.window.appears..

2..Do.one.of.the.following:.

..If.the.desired.open.consolidated.movement.does.not.appear.in.the.list,..

enter.a.new.movement..

..If.the.desired.open.consolidated.movement.appears.in.the.list,.select..

the.consolidated.movement.from.the.list..

3...Click.Select Movement..The.Select.Consolidated.Movement.window.appears...

Click.

OK.to.select.the.movement.and.return.to.the.Shipping.window.

4...Process.a.child.shipment..See.Processing.UPS Small Package Child Shipments or.Processing LTL/TL Child Shipments.

01/12

User Guide 33

UPS Trade Direct

®

Shipments

Processing UPS Small Package Child Shipments

A.UPS.Trade.Direct.UPS.Small.Package.child.shipment.is.processed.similarly..

to.a.non-UPS.Trade.Direct.UPS.Small.Package..Follow.the.steps.below.and.refer..

to.Processing Shipments.

To.process.a.child.shipment.before.selecting.a.consolidated.movement:.

1. .In.the.Shipping.window,.click.the.down.arrow.in.the.Shipper.box.and.select..

a.Trade.Direct.shipper..WorldShip.fills.the.

Ship From.tab.with.the.destination..

CFS.and.the.

Country/Territory.box.on.the.Ship To.tab.with.the.destination..

CFS.Country/Territory.

2...Enter.the.Ship.To.information.on.the.Ship To.tab..Click.the.down.arrow.in.the.

Country/Territory.box.and.select.the.Ship.To.country.of.the.ultimate.consignee...

You.can.use.the.Distribution.List.feature..

3...Enter.information.on.the.Service, Options,.Detail,.Reference.and.Customs

Documentation.(if.applicable).tabs..Ensure.that.the.LTL/TL Shipment.check..

box.on.the.

Service.tab.is.not.selected..

4...Click.the.Add.button.(U.S./Puerto.Rico/Canada.DCFS.only)..If.your.destination..

CFS.is.a.country.other.than.U.S./PR/CA,.indicate.the.total.number.of.packages..

on.the.Shipping.window..Click.

Process Child Shipment.

01/12

User Guide 34

UPS Trade Direct

®

Shipments

Processing UPS Small Package Child Shipments

(continued)

The.Select.Consolidated.Movement.window.appears..If.this.child.shipment.is..

associated.with.a.consolidated.movement,.the.Select.Consolidated.Movement.

window.does.not.appear..Skip.to.step.7.

5...Click.OK,.then.select.the.consolidated.movement.in.the.UPS.Trade.Direct.

Manager.window.and.click.

Select Movement..The.Select.Consolidated..

Movement.window.appears..

6..Review.the.information.and.click.OK..The.Shipping.window.appears.

7...If.this.is.a.multiple-piece.shipment,.click.Add.to.add.the.first.package..For.each.

additional.package,.enter.the.package.information.and.click.

Add..

8...When.you.are.finished,.click.Process Child Shipment..WorldShip.generates..

the.labels.and.documents.

Note: The Shipment History window shows the consolidated movement and its associated child shipments.

For.more.information,.see.Processing LTL/TL Child Shipments.and.Associating Child

Shipments with Consolidated Movements..

01/12

User Guide 35

UPS Trade Direct

®

Shipments

Processing LTL/TL Child Shipments

To.process.an.LTL/TL.child.shipment.before.selecting.a.consolidated.movement:

1...In.the.Shipping.window,.click.the.down.arrow.in.the.Shipper.box.and.select..

a.UPS.Trade.Direct.shipper..WorldShip.fills.the.

Ship From.tab.with.the.des.tination.

CFS.and.the.

Ship To.tab.with.the.destination.CFS.Country/Territory.

2...Select.the.LTL/TL Shipment.check.box.on.the.Service.tab..The.LTL/TL.tab.

replaces.the.

Service.tab.to.allow.entry.of.LTL/TL.information..

3...Enter.Ship.To.information.on.the Ship To.tab..You.cannot.use.the.Distribution..

List.feature..

4...Enter.information.on.the.LTL/TL,.Options,.Detail,.Reference.and.Customs

Documentation.(if.applicable).tabs.as.needed.

..On.the.

LTL/TL.tab.under.Shipment,.select.a.UPS Service,.specify.the.bill-to.

information.and.type.a.

General Description of Goods.

..On.the

LTL/TL.tab.under.Freight Line.and.Handling Unit,.select.the.Freight

Class and.a.Package Type.for.a.single.handling.unit.and.type.the.dimension..

of.one.piece.of.the.handling.unit.in.Length,.Width.and.Height..In.addition,.type.

the.number.of.pieces.in.a.single.handling.unit.in.Pieces.on.Pallet.(Package..

Type.must.be.Pallet/Skid).and.a.general.description.of.a.single.handling.unit..

in.Description.

..On.the.

LTL/TL.tab.under.Weight,.type.the.weight.of.a.single.handling.unit..

in.Handling.Unit.

..On.the.

Options.tab,.select.options.as.appropriate.

..On.the.

Detail.tab,.type.special.instructions.pertaining.to.the.current.shipment..

in.Special.Handling.for.Shipment.

..On.the.

Reference.tab,.type.Reference Number 1.and.Reference Number 2.

..On.the.

Customs Documentation.tab.(if.displayed),.prepare.the.necessary.

documents.for.this.shipment..

01/12

User Guide 36

UPS Trade Direct

®

Shipments

Processing LTL/TL Child Shipments

(continued)

5...Click.Add Line..The.Select.Consolidated.Movement.window.appears...

If.this.child.shipment.is.associated.with.a.consolidated.movement,.the.Select.

Consolidated.Movement.window.does.not.appear..Skip.to.step.9..

6. Click.OK..The.UPS.Trade.Direct.Manager.window.appears.

7...Select.the.consolidated.movement.you.want.to.associate.with.the.child..

shipment.and.click.

Select Movement..The.Select.Consolidated.Movement.

window.appears.

8. Click.OK..The.Shipping.window.appears.

9...If.this.is.a.multiple-piece.shipment,.click.Add Line.to.add.the.first.freight.line...

For.each.additional.freight.line,.enter.the.necessary.information.and.click..

Add Line..

10...When.you.are.finished,.click.Process Child Shipment..WorldShip.generates..

the.labels.and.documents.

Notes: If the LTL/TL Pallet Label Processing window appears, enter the required data.

The Shipment History window shows the consolidated movement and its associated child shipments.

01/12

User Guide 37

UPS Trade Direct

®

Shipments

Editing Child Shipments or Consolidated Movements

Editing an Open Consolidated Movement:

1...From.the.Activities.menu,.select.Trade Direct Manager..The.UPS.Trade.Direct.

Manager.window.appears..

2..Select.the.consolidated.movement.that.you.want.to.edit.

3...Click.Edit Movement..The.Edit.Consolidated.Movement.—.Step.1.of.2..

window.appears.

4...Edit.the.available.fields.as.necessary.and.click.Next..The.Edit.Consolidated.

Movement.—.Step.2.of.2.window.appears.

5..Edit.the.available.fields.as.necessary.and.click.Finish..

Editing a Child Shipment Associated with an Open Consolidated Movement:

1...Under.UPS.Consolidated.Movements.in.the.Shipment.History.window,..

click.the.

+.symbol.next.to.Open.Movements..

2..Select.the.child.shipment.that.you.want.to.edit.

3...From.the.Activities.menu,.select.Edit/Reconcile Shipment..A.confirmation.

message.appears.

4. Click.Yes..The.Shipping.window.appears.and.shows.the.child.shipment.

5..Edit.the.child.shipment.and.click.Process Child Shipment..

01/12

User Guide 38

UPS Trade Direct

®

Shipments

Closing Out Consolidated Movements

Closing Out One Consolidated Movement:

1...From.the.Activities.menu,.select.Trade Direct Manager..The.UPS.Trade.Direct.

Manager.window.appears.

2..Select.the.consolidated.movement.you.want.to.close.out.

3..Click.Close Out Movement..A.confirmation.message.appears.

4...Click.Yes..WorldShip.prints.the.labels.and.documents..WorldShip.will..

upload.Package.Level.Detail.(PLD).during.closeout;.no.other.End.of.Day..

processing.is.required..

Closing Out Multiple Consolidated Movements:

1. Select.multiple.movements.in.the.UPS.Trade.Direct.Manager.window.

2...Click.Close Out Movement..WorldShip.closes.out.the.selected.movements..

in.the.order.in.which.they.appear.

Note: If you attempt to close out a consolidated movement without an associated child shipment, WorldShip asks if you want to permanently delete the movement.

Click Yes to delete the consolidated movement, or click No to cancel the close out and keep the consolidated movement on your system.

If you attempt to close out a consolidated movement with a shipment that contains goods with different currencies, the Enter Invoice Totals window appears. Using this window, enter the invoice currency and amounts for the consolidated movement.

01/12

User Guide 39

UPS Trade Direct

®

Shipments

Tracking Child Shipments and Consolidated Movements

Tracking.UPS.Trade.Direct.child.shipments.is.similar.to.tracking.other.types..

of.shipments..

The.following.differences.in.tracking.functionality.pertain.to.UPS.Trade.Direct..

shipments.only: n

..The.Shipment.History.window.shows.a.UPS.Consolidated.Movements.category..

Under.this.category,.Deferred.Shipments,.Imported.Shipments,.Open.Movements.

and.Date-Time.(Closed).can.appear.

..You.can.track.consolidated.movements.and.associated.child.shipments.under..

the.Date-Time.(Closed).category.by.using.the.following.numbers:.

. —.Unique.Shipment.Identifier.(USI).

. —.Sub.Pro.Number.

. —.1Z.Tracking.Number.

..When.you.select.a.child.shipment.or.consolidated.movement.in.the.Shipment.

History.window,.information.about.the.shipment.or.movement.appears.on.the.right.

side.of.the.window.

..From.the.Tracking.Number.Manager.window,.select.the.

Sub Pro/USI.tab.and.click.

Track List.to.track.only.one.tracking.number.type.at.a.time.—.either.Sub.Pro.or.USI..

If.your.list.contains.both.types,.the.Tracking.Number.Manager.tracks.one.number.

type.and.then.reappears.to.allow.you.to.continue.tracking.

01/12

User Guide 40

Key features

automate shipping tasks
process UPS shipments
print labels and invoices
transmit shipping information
track shipments

Frequently asked questions

Specify the receiver's address, select a UPS service, select a package type, specify the bill-to information, enter the total shipment weight and the number of packages, select shipment and package options that apply to all packages, enter dimensional weight on the Detail tab, as needed. Click Process Shipment.

From the Shipping window, click Void to void or delete a package or shipment. Read the instructions on how to void a shipment and click OK. The Shipment History window appears and the last shipment you processed is highlighted. Confirm the correct shipment is highlighted. Select another shipment if needed. Select Void/Delete Shipment from the Activities menu or click Void. Once you confirm the void, a Void icon appears next to the shipment/packages.

To track a single package from the Shipment History window, select a package by highlighting the tracking number. Select UPS Detail Tracking Page from the Activities menu or press F8. To track multiple packages from the Shipment History window: Highlight a date to track all packages shipped on a specific date or highlight a shipment to track all packages in a shipment. From the Tools menu, select Tracking Number Manager. In the Tracking Number Manager window, in the 1Z tab, click Add, then Track List. WorldShip connects you directly to the Tracking Page on the UPS Web site and displays package information. If desired, print the tracking information. Close the Tracking Page window to return to WorldShip.