WorldShip 2018 ® 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.© 2000-2018 United Parcel Service of America, Inc. UPS, the UPS brandmark and the colorbrown are trademarks of United Parcel Service of America, Inc. All rights reserved. 01/18
Table of contentsShipping....................................................................................................................................................... 1 Billing and rating features.....................................................................................................20Processing shipments............................................................................................................................. 1 Fuel surcharge............................................................................................................................................20Processing international shipments............................................................................................... 3 Cost Centre Calculator...........................................................................................................................20Processing shipments with future collection dates............................................................. 4 Selecting bill-to information.............................................................................................................20Processing returns..................................................................................................................................... 5 Third party billing.....................................................................................................................................21Editing packages and shipments...................................................................................................... 6 Additional features and functionality......................................................................22Processing Air Freight shipments..................................................................................................... 7 Quick Commands.....................................................................................................................................22Profiles........................................................................................................................................................11 Creating the Quick Commands list................................................................................................22Profile Editor................................................................................................................................................11 Modifying Quick Commands............................................................................................................22Adding a profile..........................................................................................................................................11 Error labels printed during Batch Processing...........................................................................23Assigning a profile to a shipper........................................................................................................11 Custom labels.............................................................................................................................................23Assigning a profile to a customer in the address book.....................................................12 Selecting label stock...............................................................................................................................24 Creating or editing a custom label template...........................................................................24Reports........................................................................................................................................................13 Custom label printing setup..............................................................................................................25Printing reports..........................................................................................................................................13 Resources..................................................................................................................................................26Voiding packages or shipments........................................................................................14 Accessing help............................................................................................................................................26Voiding a shipment from the Shipping window...................................................................14 Technical support numbers...............................................................................................................27Voiding a package or shipment from the Shipment History window after End of Day....................................................................................................................................15 Dangerous Goods shipments.............................................................................................28Marking a package or shipment as voided in the Shipment History window...16 About Dangerous Goods.....................................................................................................................28 Editing a Dangerous Goods Chemical Record........................................................................28End of Day...............................................................................................................................................17 Viewing a Dangerous Goods Chemical Record......................................................................29Completing the process.......................................................................................................................17 Processing a Dangerous Goods shipment................................................................................30History and tracking....................................................................................................................18Finding shipments...................................................................................................................................18Tracking packages or shipments.....................................................................................................19© 2000-2018 United Parcel Service of America, Inc. All rights reserved. 01/18 User Guide i
ShippingProcessing shipmentsProcessing a single-piece shipment1. 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. E nter dimensional weight on the Detail tab, as needed.8. Click Process Shipment.Processing a multiple-piece shipment — single address/consignee1. 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. Note: If a procedure does not reference a command, the ribbon is4. Click Process Shipment. minimised in the screen samples. Use the and in the top rightNote: Once you have processed all your packages and shipments, corner to maximise and minimise the ribbon.complete the End of Day process.© 2000-2018 United Parcel Service of America, Inc. All rights reserved. 01/18 User Guide 1
ShippingProcessing shipments (continued)Switch to another processing mode using the Shipping tab in the SystemPreferences Editor, found on the Tools menu, as needed.Note: This system preference is only available if your workstation includesone 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 shipperwith an origin other than the United States, Puerto Rico, Canada orU.S. Virgin Islands.Processing a shipment with options1. 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.© 2000-2018 United Parcel Service of America, Inc. All rights reserved. 01/18 User Guide 2
ShippingProcessing international shipmentsWhen you process a package to an international destination, WorldShip Disabling export documentationcan generate the necessary export documentation. If you currently produce your own export documents, you can disable theProcessing a package export documentation feature in WorldShip by following these steps:1. Specify the receiver’s address. 1. On the Tools tab, select Shipper Editor.2. Select a UPS service. 2. Click Modify, then select the International tab.3. Select a package type. 3. Clear the Enable Invoice, Enable NAFTA CO and Enable CO check boxes,4. Specify the bill-to information. or select a filing method other than UPS file my EEI for me under Electronic Export Information, for the document(s) you do not wish to print.5. Type a general description of the goods and the weight of the package. During shipment processing, you can disable the creation of an invoice by6. Select the Customs Documentation tab to complete the necessary doing the following: export documentation. 1. In the Shipping window, select the Customs Documentation tab.7. Click Process Shipment. 2. Clear the Create an Invoice check box.Upload customs documentation Note: If you disable the invoice creation feature in WorldShip, you should typeEnabling and selecting UPS Paperless® Invoice allows you to upload customs the customs value in order to speed up customs clearance.forms created offline instead of attaching hard copies to the shipment. To uploadforms, select the Upload My Forms check box on the Customs Documentation Note: International Shipments whose contents are NOT documents must havetab and locate the forms to upload after you click Process Shipment. three (3) copies of the invoice and any other required export documentation attached to the lead package.© 2000-2018 United Parcel Service of America, Inc. All rights reserved. 01/18 User Guide 3
ShippingProcessing shipments with future collection datesWith WorldShip Future Date Processing, you can process shipments witha collection date of up to 183 calendar days in the future.Activating Future Date ProcessingTo process shipments with future collection dates, activate this featureby following these steps:1. On the Tools tab, select System Preferences and then Shipping.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.© 2000-2018 United Parcel Service of America, Inc. All rights reserved. 01/18 User Guide 4
ShippingProcessing shipments with future collection dates (continued) Processing returnsSelecting an Active Collection Date UPS offers a comprehensive portfolio of returns services to streamline yourOnce you have set this system preference, the Select Active Collection Date merchandise returns process. Repeat a shipment in the Shipment Historywindow asks you to choose a collection date. as a return or create a new return package in the Shipping window.If you want to select today’s date as the active collection date, simply click Creating a returnOK. If you want to select a date in the future, click the down arrow, select the 1. Select a UPS service on the Service tab.collection date on the calendar and click OK. The active collection date you 2. Select the Options tab and then select Returns Services under Shipmentselect will appear on the title bar at the top of the Shipping and Shipment Options.History windows. 3. Select the return service you want.As you process shipments, they will be listed, by active collection date, underPending Collection in the Shipment History window. The letter “A” appears 4. Specify the merchandise description for the package.next to the active collection date. 5. If you select Electronic Returns Label, click Details and specify theNote: If you do not require the ability to process shipments with a future date, Recipient’s E-mail Address.no action is needed. Your system is already configured to process shipments 6. Specify the Collect From address.for the current date. 7. Select the Service tab, then select a package type, specify the bill-toChanging an Active Collection Date information and type the weight of the package.To change an active collection date prior to processing shipments, follow 8. Click Process Shipment.these steps: Note: Returns Services may be limited in your area. Please visit ups.com1. On the Home tab in the Shipping window, select Collection Information for a complete list of valid services. and then Select Active Collection Date. Processing a forward shipment with a corresponding returns shipment2. In the Select Active Collection Date window, click the down arrow, select 1. Enter shipping information. the collection date on the calendar and click OK. 2. Select the With Returns Services check box on the Service tab.3. Process your shipments as usual. They will appear in the Shipment History window under the Pending Collection group for that active collection date. 3. Click Process Shipment. The forward shipment label prints, and the Shipping window automatically fills in the address for the correspondingTo change a collection date for shipments that have been processed: return shipment.1. In the Shipment History window, highlight the shipment or Pending 4. Select the Options tab. The Returns Services option will be checked. Collection group for which you want to change the date. Select the returns service you want and enter a merchandise description.2. On the Home tab, select Collection Date and then Change Collection Date. 5. Click Process Shipment.3. In the Change Collection Date window, click the down arrow, select the Note: To set a preference for the With Returns Services check box, go to the collection date on the calendar and click OK. The shipment(s) appear under Shipping tab in the System Preferences Editor. the Pending Collection group for that collection date.For more information, select WorldShip on the Support tab and then UPSWorldShip Help; type Future Date Processing Procedures.© 2000-2018 United Parcel Service of America, Inc. All rights reserved. 01/18 User Guide 5
ShippingEditing packages and shipmentsWorldShip allows you to edit packages and shipments you have already Deleting a single package in a multiple-piece shipmentprocessed, but for which you have not yet run the End of Day process. 1. Under UPS Collections in the Shipment History window, select theEditing a Package or Shipment shipment containing the package you wish to delete.1. Under UPS Collections in the Shipment History window, select the 2. On the Home tab, select Edit/Reconcile. Confirm which package/shipment individual package or shipment you wish to edit. you need to edit.2. On the Home tab, select Edit/Reconcile. Confirm which package/shipment 3. Using the navigation arrows next to Process Shipment, display the package you need to edit and then make the appropriate changes. you wish to delete.3. Click Process Shipment. (You will be prompted to replace the previously 4. Click Delete Pkg. Confirm that you want to delete the package. printed label with the regenerated label.) 5. Click Process Shipment. (You will be prompted to replace the previously printed label with the regenerated label.)© 2000-2018 United Parcel Service of America, Inc. All rights reserved. 01/18 User Guide 6
ShippingProcessing Air Freight shipmentsProcessing an Air Freight shipmentTo 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. n 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 then select Edit/Reconcile on the Home tab. n If you have completed your shipment, click Process.© 2000-2018 United Parcel Service of America, Inc. All rights reserved. 01/18 User Guide 7
ShippingProcessing Air Freight shipments (continued)Entering commodity information1. 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 commoditylist, click Commodity Search and use the Commodity Search window to accesscommodities entered previously in the Commodity Editor. This search is usefulwhen entering many commodities in a shipment.Requesting Air Freight ratesTo 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.© 2000-2018 United Parcel Service of America, Inc. All rights reserved. 01/18 User Guide 8
ShippingProcessing Air Freight shipments (continued)Scheduling a collection or delivery of an Air Freight shipmentTo automatically schedule a delivery during shipment processing for a HouseAccount 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: n Under Pieces Shipped As, describe the handling units. n Under Pickup/Drop Off, select a delivery date and a delivery time. n Click OK.To automatically schedule a Collection or delivery during shipment processingfor 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: n Under Pieces Shipped As, describe the handling units. n Under Pickup/Drop Off, select either Collection or Delivery.Note: Your selection determines the remaining active and inactive fields in this window. n Under Pickup/Drop Off, select a delivery date and a delivery time. n Under Requestor, provide the appropriate information or use the Ship From information provided. n Provide the Collection date, Collection ready time and Collection location closing time. n Under Collection Location, provide any additional instructions. Note: All other fields show the Ship From address and cannot be updated. n Click OK.© 2000-2018 United Parcel Service of America, Inc. All rights reserved. 01/18 User Guide 9
ShippingProcessing Air Freight shipments (continued)Viewing Air Freight shipment historyTo view your Air Freight shipment(s), select the Shipment History window.An icon represents an Air Freight shipment for a specific shipper.© 2000-2018 United Parcel Service of America, Inc. All rights reserved. 01/18 User Guide 10
ProfilesProfile EditorUse the Profile Editor to add, delete or modify a profile, which is a savedcollection of predefined preferences, including various service options,package options, shipment options and reference numbers. Then you canassign the profile to one or more shippers.Adding a profile1. On the Tools tab, select Create/Edit Profile.2. In the Profile Editor Welcome window, click OK.3. 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.4. In the ribbon, click Save.5. In the Profile Save As window, type a unique name, up to 35 characters, and click OK.Note: If you want to base a new profile on an existing profile, select the existingprofile name, modify the fields, and in the ribbon, click Save As. In the ProfileSave As window, type a unique name, up to 35 characters, and click OK.Assigning a profile to a shipper1. On the Tools tab, select Create/Edit Profile.2. In the Profile Editor ribbon, click Assign Profile to Shippers.3. In the Shipper Profiles window:n To assign a profile to a specific shipper, select the desired profile for that shipper from the drop-down menu under Profile next to the shipper number.n 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 click Close Profile Editor.© 2000-2018 United Parcel Service of America, Inc. All rights reserved. 01/18 User Guide 11
ProfilesAssigning a profile to a customer in the address book1. On the Home tab, select Addresses and then Address Book. The Address Book Editor window appears.2. Type information about a new customer or click the Search icon next to the Company or Name box to search for a customer in your address book. In the Address Book Search window, locate and select an existing customer and then click Select.3. Select a profile name in Profile.4. Click Add New Address for a new customer or click Modify Address for an existing customer.5. When you are finished, click Close.Note: You can also assign a profile using the Shipper Editor or you can selectthe profile from the Shipping window.© 2000-2018 United Parcel Service of America, Inc. All rights reserved. 01/18 User Guide 12
ReportsPrinting reportsEach time you complete the End of Day process, the following reports n Summary information so the UPS driver can verify what is to be collected.may print automatically: n An area to record the name of the UPS driver who collects the packages,Daily Shipment Detail Report the collection time and the total number of packages collected by the driver.Summarises all the packages processed since your last End of Day process Important: Be sure to give both copies of the Manifest Summary Report to yourand lists the recipient and shipping information for each package as well UPS driver when he or she collects the packages. The UPS driver scans the barcodeas summary totals. Using the System Preferences Editor, Shipment Detail on the report. Then the UPS driver signs both copies of the report and records theReport Setup tab, you can choose whether to print this report automatically collection time and the total number of packages on the bottom of the report.when you run End of Day. One of the copies is for your records. The UPS driver will take the other copy.High Value Report UPS Manifest Detail (excluding U.S., Puerto Rico and Canada Origins)Automatically prints during the End of Day process only if you processed Automatically prints during the End of Day process and during the close outa package with a Declared Value exceeding a certain threshold and during of consolidated movements if the transmission of your shipment data to UPSshipment processing for Returns Services shipments. In addition, this report fails. This report details shipment information about the packages your UPSshows the tracking number, package ID, reference number and Declared Value driver is to collect.of each high value package. Important: Be sure to give this report to your UPS driver when he or she collectsImportant: Be sure to give this report to your UPS driver when he or she your packages.collects the high value packages. The UPS driver signs the report and recordsthe collection time and the total number of high value packages on the last line UPS Driver Transmission Control (excluding U.S., Puerto Rico andof this report. Since these collection details are on the report the driver takes Canada Origins)with the packages, make a copy of the driver’s report with the collection details Automatically prints during the End of Day process and during the close outif you want collection confirmation for your records. Since collection details of UPS Trade Direct consolidated movements only if the destination is otherinclude driver’s signature and handwritten information, it cannot be reprinted. than the U.S. or Puerto Rico. This report verifies the successful transmission of shipment data to UPS during the close-out process.UPS Manifest Summary (excluding U.S., Puerto Rico andCanada Origins) Important: Be sure to give this report to your UPS driver when he or she collectsAutomatically prints during the End of Day process and summarises your packages.shipment information about the packages your UPS driver is to collect.This report includes:n Your account information.n A barcode that includes your account number, a unique shipping record identifier and the total number of packages to be collected.© 2000-2018 United Parcel Service of America, Inc. All rights reserved. 01/18 User Guide 13
Voiding packages or shipmentsVoiding a shipment from the Shipping windowWorldShip allows you to void shipments you have already processed but forwhich you have not run the End of Day process. You can also void packages orshipments after you have run the End of Day process.1. On the Home tab in the Shipping window, select 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. I f the shipment icon shows an up arrow, , , , you will need to void the shipment using the Void Shipments Page on the web. On the Home tab, click Void. a. WorldShip will prompt you to use the Void Shipments Page on the web.Note: Icons with an up arrow indicate that some package detail informationhas already been sent to UPS.5. If the shipment icon does not have an up arrow: a. On the Home tab, select Void. A confirmation message displays. b. Click Yes. A Void icon appears next to the shipment/packages.Note: If the package you are attempting to void has already gone through theEnd of Day process and the void portal supports voids for your country, you willbe taken to the U.S. Void a Shipment application on ups.com (English only). SeeVoiding a package or shipment from the Shipment History window after Endof Day on the next page.© 2000-2018 United Parcel Service of America, Inc. All rights reserved. 01/18 User Guide 14
Voiding packages or shipmentsVoiding a package or shipment from the Shipment Historywindow after End of Day1. In the Shipment History window, highlight the tracking number of the package you want to void.2. On the Home tab, select 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.© 2000-2018 United Parcel Service of America, Inc. All rights reserved. 01/18 User Guide 15
Voiding packages or shipmentsMarking a package or shipment as voided in the ShipmentHistory windowWhen you void a package or shipment from the UPS Void Shipments Page,WorldShip will not automatically update the Shipment History window toindicate you completed the void, but you can mark the package or shipmentas 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 onthe 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. On the Home tab, select Mark Shipment. A check mark icon appears next to the shipment or package.3. On the Home tab, select Marked Activities and then Void Marked Shipments. An X icon appears next to the shipment or package.© 2000-2018 United Parcel Service of America, Inc. All rights reserved. 01/18 User Guide 16
End of DayCompleting the processWorldShip electronically transmits your shipment detail to UPS. SeparateEnd 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 tothe time of collection.Completing the End of Day process1. Select the Pending Collection group in the Shipment History window.2. On the Home tab, select End of Day.3. Confirm you wish to proceed. WorldShip will print the End of Day reports. For more information, see Printing reports.4. 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.5. Provide applicable reports to your UPS driver. For more information, see Printing reports.© 2000-2018 United Parcel Service of America, Inc. All rights reserved. 01/18 User Guide 17
History and trackingFinding shipments1. To find a shipment that you have processed in the past, select Search History on the Home tab.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 onthe Support tab and then UPS WorldShip Help; type Find a Shipment.© 2000-2018 United Parcel Service of America, Inc. All rights reserved. 01/18 User Guide 18
History and trackingTracking packages or shipments Tracking from the UPS website 1. On the UPS.com tab, select UPS Tracking. WorldShip connects youTracking from the Shipment History window directly to the Tracking Page on the UPS website.1. To track a single package from the Shipment History window, select a package by highlighting the tracking number. On the Home tab, select 2. Type your UPS tracking numbers on the Track Packages & Freight tab Track and then Track This Package. and click Track.2. To track multiple packages from the Shipment History window: 3. Follow the instructions. n Highlight a date to track all packages shipped on a specific date or 4. Close the Tracking Page window to return to WorldShip. highlight a shipment to track all packages in a shipment. n On the Home tab, select Track and then Track Multiple. In the Tracking Number Manager window, on 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 website and displays package information.4. If desired, print the tracking information.5. Close the Tracking Page window to return to WorldShip.© 2000-2018 United Parcel Service of America, Inc. All rights reserved. 01/18 User Guide 19
Billing and rating featuresFuel surcharge Selecting bill-to informationUPS fuel surcharges are automatically included in the rate displayed for each Use the bill-to fields to indicate who pays for the transportation, duty andshipment. The surcharges can change potentially from month to month. A tax charges to ship a package, shipment or movement. These fields appearsoftware update will be provided to you automatically. in several windows, including the Service tab in the Shipping window. TheFor more detailed information on the UPS Fuel Surcharge, go to ups.com bill-to fields include:or select WorldShip on the Support tab and then UPS WorldShip Help; Bill Transportation To includes Shipper, Receiver or Third Party options totype Fuel Surcharge. indicate who pays the transportation cost to ship the package, shipment or movement.Cost Centre Calculator Bill Duty and Tax To includes Shipper, Receiver or Third Party options to indicateThe Cost Centre Calculator helps you to update the shipping charges displayed who pays the duty and tax costs to ship the package, shipment or movement.by WorldShip for shippers. These updated rates do not affect your UPS billed Split Duty and Tax check box indicates if you want the transportation payershipping charges. Instead, the updated rates affect only the shipping rates you instead of the tax payer to pay the duty cost to ship the package, shipmentcharge your customers. or movement. If you select this check box, the Bill Transportation To titleTo open the Cost Centre Calculator, select More Tools on the Tools tab and changes to Bill Transportation and Duty To, and the Bill Duty and Tax To titlethen Cost Centre Calculator. When the Cost Centre Calculator opens, you changes to Bill Tax To. To reverse this selection, clear the Split Duty and Taxwill notice the window is divided into left and right panes. Select a shipper in check box. A confirmation message appears each time you select or clearthe left pane to display the rate categories (that is, services, accessorials and this check box.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 updatefor that category in the right pane.For step-by-step instructions on how to modify your rates, select Help on theHelp menu in the Cost Centre Calculator.© 2000-2018 United Parcel Service of America, Inc. All rights reserved. 01/18 User Guide 20
Billing and rating featuresThird party billing1. Process shipments as outlined on page 1 of this guide. Here are the steps: n Specify the receiver’s address. n Select a UPS service. n Select a package type. n 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.© 2000-2018 United Parcel Service of America, Inc. All rights reserved. 01/18 User Guide 21
Additional features and functionalityQuick Commands 3. Edit the selected command as follows:The Quick Commands Editor allows you to select from a predefined list of n If you added a command that can be added more than once, the Quickcommands and configure those commands for use on the Import/Export tab. Commands Editor window appears so you can configure the selectedSee Creating the Quick Commands list. command. See Modifying Quick Commands. n If you added a command that can be added only once, continue with step 4. Tip: If you want to change the defaults for the selected command, click Edit. See Modifying Quick Commands. 4. Arrange the commands on the Quick Commands list in the desired order: n To move a command up, select the command and click Move Up. n To move a command down, select the command and click Move Down. 5. To view and use the Quick Commands list, on the Import/Export tab, select a command on the Quick Commands list. Modifying Quick Commands 1. On the Import/Export tab, select Create New. 2. In the Quick Commands Editor window, add a new command: n S elect the command in the Available Commands box. n Click Add.Creating the Quick Commands list If you added a command that can be added more than once, the Quick1. On the Import/Export tab, select Create New. Commands Editor window appears and shows information for the selected command. The name of the command appears in the title bar. Skip to step 4.2. In the Quick Commands Editor window, create a list of commands for the Quick Commands list: If you added a command that can be added only once, the name of the command appears in the Selected Commands box. If you want to edit n To add a command, select the command in the Available Commands box the command, continue with step 3; otherwise, skip to step 7. and click Add. The command is added to the Selected Commands box. 3. To edit an existing command on the Quick Commands list: n To remove a command, select the command in the Selected Commands box and click Remove. n S elect the command in the Selected Commands box. n To remove all the commands, click Remove All. nC lick Edit. The Quick Commands Editor window appears and shows information for the selected command. The name of the command appears in the title bar. To edit a command that can be added more than once, continue with step 4; otherwise, skip to step 5.© 2000-2018 United Parcel Service of America, Inc. All rights reserved. 01/18 User Guide 22
Additional features and functionalityModifying Quick Commands (continued) Custom labels4. Complete the appropriate action: The Custom Label Editor allows you to create, save, edit and delete multiple n For Shipper Number, click the down arrow in the Select Shipper Number templates for custom labels. Custom labels can include an image, a box and select a shipper number. promotional message, text, shipment fields, or a combination of these items. To specify which custom label template to use, assign the labels to print when n For Profile, click the down arrow in the Select Profile box and select using a profile or add a button to the custom toolbar. a profile. n For Start Keyed Import, select a map name in the Start Keyed Import box. n For Batch Import, select a map name in the Start Batch Import box. n For Batch Export, select a map name in the Start Batch Export box.5. To add a tooltip for the command, type up to 80 characters in the Tooltip Text box or use the predefined tooltip.6. Click OK.7. Repeat this procedure as needed or click OK.Error labels printed during Batch ProcessingWorldShip now prints error labels by default for each package whoseshipment fails validation during Batch Processing. The Label identifies theerror with the information needed to correct the package for processing andserves as a placeholder to maintain the proper order of labels to packages.The Print Error Label during Batch Processing option is located underPreferred Label Printing on the Printing Setup tab in the System PreferencesEditor window.© 2000-2018 United Parcel Service of America, Inc. All rights reserved. 01/18 User Guide 23
Additional features and functionalitySelecting label stockEnsure that the correct label stock is loaded into your label printer. The requiredlabel stock varies by the type of custom label template used, as follows:n A Shipment Label Header template allows you to customise the top two- inch extended area of the following label stock dimensions: Thermal 4 x 8 or 4 x 8¼, Laser 8½ x 11 (1 Label per Page), Laser 8½ x 11 (2 Labels per Page), and Laser A4 210 x 297.n A Doc Label template allows you to customise the lower two-inch area of the following label stock dimensions: Thermal 4 x 8 or 4 x 8¼ (Perforated).n A Consignee Label template allows you to customise any portion of the consignee label (an additional label that does not replace the shipment label) on the following label stock dimensions: 4 x 8 or 4 x 6.Creating or editing a custom label template1. On the Tools tab, select Create/Edit Custom Labels. The Custom Label Editor window appears.2. If you want to edit an existing template: n Under Existing Templates, select the template that you want to edit. n Click Edit. The Edit Template window appears. Note: You cannot edit or delete the UPS Sample templates. You can copy and edit a UPS Sample template. See step 3. n Skip to step 6.3. If you want to create a template based on an existing template, such as a UPS Sample template: n Under Existing Templates, select the template on which you want to base the template. n Click Copy. The Copy Template window appears. n Enter a template name up to 50 characters in the Enter the Name of the New Template box and click OK. The Edit Template window appears. n Skip to step 6.© 2000-2018 United Parcel Service of America, Inc. All rights reserved. 01/18 User Guide 24
Additional features and functionalityCreating or editing a custom label template (continued)4. If you want to delete an existing template: 7. Modify the properties of the fields and text placed on the canvas as needed: n Under Existing Templates, select the template that you want to delete. n Select the item on the canvas. n Click Delete. A message asks you to confirm the deletion. n Under Field Properties, change the font and alignment, make the text n Click Yes. The Custom Label Editor window appears. bold, or define a barcode. n Skip to step 11. n Under the WorldShip fields list, change the field length. n Click Modify.5. If you want to create a new template: n Under New Template, click the down arrow in the Template Type box 8. Remove field(s) on the canvas as follows: and select a type of label. n To remove one field, select the field on the canvas and click Remove. n Type a name up to 50 characters for the new template in the Template A message asks you to confirm the deletion. Click Yes, and the field is Name box. removed from the canvas. n To remove all fields, click Remove All. A message asks you to confirm the n Click Create. The Edit Template window appears. deletion. Click Yes, and all fields are removed from the canvas.6. Add each element to the canvas using one of the following add options: 9. To test the custom label, click Print Test Label. The label prints using the Note: Sort the WorldShip fields alphabetically by clicking the Field column label. current label printer selection in system preferences. n Add a Field — Click the down arrow in the WorldShip Fields box and 10. To assign the custom label template to a profile, select the appropriate select a field category. Using the field list under the field category, select profile check box under Associate with Profile. The saved custom label a field, and then drag and drop the field to the desired location on the template is used for all shipments processed using the selected profile. canvas to place the field. ote: You can also assign a custom label to a profile by clicking Select N n Add Custom Text — Type the text up to 45 characters in the Custom Text Custom Label in the Profile Editor window. box, click Add Text, and click the desired location on the canvas to place the text. 11. Click OK. n Add a Field without Text — Select the Add Data Field Only check box. Custom label printing setup n Add Test Data — Select the Display Test Data check box to pre-populate the field with test data. 1. On the Tools tab, select Systems Preferences Editor and then the Printing Setup tab. n Add an Image to the Canvas — Select an image under Image Library and drag and drop the image to the desired location on the canvas to place 2. Highlight the appropriate label printer in the Printer grid and click Printer Setup. the image. 3. In the Label Printer Setup window, ensure that the correct label configuration n Add an Image to the Image Library — Click Add Library Image. In the Add is selected. Update the Label Stock Dimensions and Extended Area Usage Image window, supply the path to the image or click Browse and select boxes as needed for the intended label type. the image. Then click OK. The image is saved in the Image Library. 4. Click Apply. n Add a Horizontal Line — Click Add Line under Template, click and hold 5. On the Printing Setup tab, select the appropriate check boxes as needed to the left mouse button to indicate the beginning of the line on the canvas, indicate a Doc or Consignee label. drag the line to its end, and release the left mouse button. 6. Click Update and OK.© 2000-2018 United Parcel Service of America, Inc. All rights reserved. 01/18 User Guide 25
ResourcesAccessing helpYou have several options for accessing help: 2. By phone:1. Within the software: If you have technical questions about WorldShip that cannot be answered by this guide or the Installation Guide found on ups.com, call the technicalWorldShip Help support number listed on the following page.n To search for specific information, select WorldShip on the Support tab and then UPS WorldShip Help. On the Index tab, type the name of the task, Be sure you have the following information when you call: term or concept and press Enter. n Your UPS account number and WorldShip Software Version (found in then To find general information about WorldShip, select WorldShip on the lower right-hand corner of the WorldShip screen). Support tab and then UPS WorldShip Help; select the Contents tab and n Name and version of your PC operating system and type of printer. select a topic. n Communication method (Direct Access or Dial-up Access).n 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.n The WorldShip User and Installation Guides are available as PDFs 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. O n the Support tab, select WorldShip and then UPS WorldShip User Guides. 2. I n the WorldShip User Guides page, click the Download link for the desired guide. 3. View and print the document as needed.UPS, the UPS brandmark, the colour brown, ups.com, WorldShip and Quantum View Notifyare service marks or trademarks of United Parcel Service of America, Inc.Adobe Reader is a registered trademark of Adobe Systems Incorporated. All rights reserved.© 2000-2018 United Parcel Service of America, Inc. All rights reserved. 01/18 User Guide 26
ResourcesTechnical support numbersIf you have questions about WorldShip that cannot be answered by this guide or WorldShip Help, call the following numbers:Afghanistan.........................................................................+93-79-3204045 / 9647814318252 Germany......................................................................................................... +49 (0) 69 66 30 80 37 Oman...........................................................................................................................+49 69 66404364Albania...........................................................................................................................+355682048904 Ghana...........................................................................................................................+49 69 66404364 Pakistan......................................................................................................................+49 69 66404364Algeria..........................................................................................................................+49 69 66404364 Gibraltar.........................................................................................................................+350 200 42332 Panama.......................................................................................................................... 00800 052 1414Angola..........................................................................................................................+49 69 66404364 Greece................................................................................................................................210-99 84 334 Paraguay....................................................................................................................009800 521 0051Argentina....................................................................................................................... 0 800 122 0286 Guatemala......................................................................................................................1800 835 0384 Peru..........................................................................................................................................0800 009 19Armenia....................................................................................................................... 10 3741 27 30 90 Honduras....................................................................................................................................800-0123 Philippines........................................................................... 1800 1855 0023 or 1800 765 2927Australia..............................................................................................................................1800 148 934 Hong Kong............................................................................................................................... 8206 2133 Poland...................................................................................................................... +48 (0) 222030321Austria..................................................................................................................................0800 312 407 Hungary ..................................................................................................................... +36 (0) 17774820 Portugal................................................................................................................+351 (0) 21 9407061Azerbaijan............................................................+10 99 412 493 39 91 / +994-12-490 6989, India..............................................................91-22-2827-6111 / 00 0800 852 1113 (toll free) Puerto Rico........................................................................ 1-888-UPS-TECH (1-888-877-8324) +994-12-493 3991 Indonesia.................................................................................................................. 001 803 852 3670 Qatar.............................................................................................................................+49 69 66404364Bahamas.......................................................................................................................1-888-960-2683 Ireland, Republic of..........................................................................................+353 (0) 15245447 Romania........................................................................................................................ 40 21 233 88 77Bahrain .......................................................................................................................+49 69 66404364 Israel..................................................................................................................00-972-(0) 56-890028 Russia................................................................................................................................7 49 5961 2211Bangladesh ..............................................................................................................+49 69 66404364 Italy................................................................................................................................. +39 0248270032 Rwanda.......................................................................................................................+49 69 66404364Belarus......................................................................................................................... 375-17-227-2233 Ivory Coast................................................................................................................+49 69 66404364 Saudi Arabia.............................................................................................................+49 69 66404364Belgium....................................................................................................................+32 (0) 22 56 66 19 Japan..................................................................................................................................00531 85 0020 Scotland.............................................................................................................. +44 (0) 2079490192Bermuda......................................................................................................................1-888-960-2678 Jordan..........................................................................................................................+49 69 66404364 Senegal..........................................................................................................................221 33 8646042Bolivia.....................................................................................................................................800 100 807 Kazakhstan...............................................................................................................+49 69 66404364 Serbia...........................................................................................................................+381 11 2286 422Bosnia......................................................................................................................................033 788 160 Kenya...........................................................................................................................+49 69 66404364 Singapore...........................................................................................................................800 852 3362Brazil........................................................................................ 0800 8923328 or 55 11 569 46606 Korea, South............................................................................................................ 00798 8521 3669 Slovakia............................................................................................................................ +421 2 16 877Bulgaria..................................................................................................................................0700 1 8877 Kosovo......................................................................................................................... +381 38 24 22 22 Slovenia............................................................................................................................. 38642811224Burundi.......................................................................................................................+49 69 66404364 Kuwait.........................................................................................................................+49 69 66404364 South Africa.............................................................................................................+49 69 66404364Bulgaria .................................................................................................................................0700 1 8877 Kyrgyzstan.................................................................... +996 312 699 988 / +996-312-979713 Spain...........................................................................................................................+34 (0) 917459877Cameroon.................................................................................................................+49 69 66404364 Latvia..............................................................................................................................................7805643 Sri Lanka.....................................................................................................................+49 69 66404364Canada.................................................................................. 1-888-UPS-TECH (1-888-877-8324) Lebanon.....................................................................................................................+49 69 66404364 Sweden................................................................................................................ +46 (0) 85 79 29 041Cayman Islands........................................................................................................1-888-960-2686 Lithuania.........................................................................................................................370-37-350505 Switzerland........................................................................................................... +41 (0) 442115700Chile.........................................................................................................................................800 835 682 Luxembourg.....................................................................................................FR 00 33 8050 10365 Taiwan...............................................................................................................................00801 855 662China, People’s Republic of....................................................................................400 013 3023 Malawi.........................................................................................................................+49 69 66404364 Tanzania.....................................................................................................................+49 69 66404364Colombia...................................................................................................................... 01800 752 2293 Malaysia............................................................................................................................. 1800 80 4709 Thailand.....................................................................................................................001 800 852 3658Congo, The Democratic Republic of........................................................+49 69 66404364 Mali...................................................................................................................................+223 2029 91 52 Tunisia.........................................................................................................................+49 69 66404364Costa Rica........................................................................................................................0800 052 1591 Mauritania.................................................................................................................. +222 4529 28 89 Turkey..................................................................................................................... 0090-212-413 2222Cyprus........................................................................................................................................77 77 7200 Mauritius....................................................................................................................+49 69 66404364 United Arab Emirates...................................................................................800-4774 (Toll Free)Czech Republic........................................................................................................ +42 0239016468 Mexico..........................................................................................................................01 800 714 65 35 United Kingdom.............................................................................................. +44 (0) 2079490192Denmark................................................................................................................ +45 (0) 35 25 65 04 Moldova....................................................................................................................... +373-22-403901 United States..................................................................................................................888-553-1118Djibouti......................................................................................................................+49 69 66404364 Monaco...................................................................................................................... 00 33 8050 10365 Uruguay....................................................................................................................... 000 405 296 651Dominican Republic.............................................................................................1-888-760-0095 Morocco.....................................................................................................................+49 69 66404364 U.S. Virgin Islands.......................................................................................................1888 877 8324Ecuador............................................................................................................................... 1800 000 119 Mozambique...........................................................................................................+49 69 66404364 Uzbekistan............................................................................................................. +998 (71) 1203838Egypt............................................................................................................................+49 69 66404364 Netherlands.......................................................................................................+31 (0) 20 50 40 602 Venezuela....................................................................................................................... 0800 100 5772El Salvador..................................................................................................................................800 6191 New Zealand.................................................................................................................... 0800 443 785 Wales...................................................................................................................... +44 (0) 2079490192Estonia............................................................................................................................... 372 666 47 00 Nicaragua.................................................................................................................. 001800 226 0452 Zambia........................................................................................................................+49 69 66404364Ethiopia......................................................................................................................+49 69 66404364 Nigeria.........................................................................................................................+49 69 66404364 Zimbabwe.................................................................................................................+49 69 66404364Finland............................................................................................................... +358 (0) 923 11 34 07 Northern Ireland............................................................................................ +44 (0) 2079490192France........................................................................................................................+33 (0) 157324060 Norway.................................................................................................................... +47 (0) 22 5777 34© 2000-2018 United Parcel Service of America, Inc. All rights reserved. 01/18 User Guide 27
