The UPS 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.

UPS WorldShip
9.0

User Guide

2000-2007 United Parcel Service of America, Inc. All rights reserved. 01/07

Table of Contents
Shipping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Processing Packages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Processing Shipments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Processing International Shipments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Processing Shipments with Future Pickup Dates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Processing Returns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Editing Packages and Shipments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Processing Air and Ground Freight Shipments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Validating, Classifying and Reconciling Addresses . . . . . . . . . . . . . . . . . . 16

Validating Your Address Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Classifying Your Address Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Reconciling Your Address Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

History and Tracking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Find Shipments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Tracking Packages or Shipments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Billing and Rating Features
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Profile Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Adding a Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Assigning a Profile to a Shipper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Assigning a Profile to a Consignee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Fuel Surcharge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Cost Center Calculator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Selecting Bill-To Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Third Party Billing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Printing Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Accessing Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Calling for Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Technical Support Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Voiding Packages or Shipments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Voiding a Shipment from the Shipping Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Voiding a Package or Shipment from the UPS Web Access Menu . . . . . . . . . . . . . . . 14 Voiding a Package or Shipment from the Shipment History Window after End of Day . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Marking a Package or Shipment as Voided in the Shipment History Window . . . . . . . 14
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Trade Direct Shipments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

About UPS Trade Direct . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Processing Trade Direct Shipments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Entering Consolidated Movements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Associating Child Shipments with Consolidated Movements . . . . . . . . . . . . . . . . . . . 26 Processing UPS Small Package Child Shipments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Processing LTL/TL Child Shipments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Editing Child Shipments or Consolidated Movements . . . . . . . . . . . . . . . . . . . . . . . . . 30 Closing Out Consolidated Movements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Tracking Child Shipments and Consolidated Movements . . . . . . . . . . . . . . . . . . . . . . 32

End of Day. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Completing the Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Some content United States Postal Service 2006. 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.

User Guide

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

Shipping

Processing Packages
Processing a Package
2. Select a UPS service.

1. Specify the receivers address.

3. Select a package type.

4. Specify the bill-to information.

5. Type the weight of the package. 6. Click Process Shipment.

Processing a Package with Options

1. Follow steps 1 through 5 under Processing Packages. 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.
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Processing a Multiple-Piece Shipment Single Address/Consignee (U.S., Puerto Rico, and Canada)
1. Follow steps 1 through 5 under Processing Packages. 2. To add a single 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.

User Guide

For larger shipments to a single consignee from the U.S., Puerto Rico, or Canada, follow these steps:

Shipping

Processing Shipments

1. Specify the receivers address. 2. Select a UPS service. 3. Select a package type. 4. Specify the bill-to information. 5. Select shipment and package options that apply to all packages.

5. From the Activities menu, select Create Shipment.

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6. In the Create Shipment window, type the total number of packages and select a package weight option. If you select Enter Total Shipment Weight, type the total shipment weight in this window. If you select Enter Package Weights on Shipping Window, type the individual package weights in the Shipping window.

7. If a package option applies to only one package, use the navigation controls to locate the package and then select the package option. 8. Click Process Shipment.

User Guide

Processing Shipments (continued)

For locations outside of the U.S., Puerto Rico and Canada:

Shipping

Switch to another processing mode using the Shipping tab in the System Preferences Editor, as needed. 1. Specify the receivers address. 2. Select a UPS service. 3. Select a package type. 4. Specify the bill-to information. 5. Select shipment and package options that apply to all packages. 6. Enter the total shipment weight and the number of packages. 7. Select shipment and package options that apply to all packages. 8. Enter dimensional weight under Shipment Details on the Detail tab, as needed. 9. Click Process Shipment.

2000-2007 United Parcel Service of America, Inc. All rights reserved. 01/07

User Guide

Shipping
Processing International Shipments
Note: If you disable the invoice creation feature in WorldShip, you should type the customs value for shipments from the U.S. to Canada and Puerto Rico in order to speed up customs clearance. When you process a package to an international destination, WorldShip can generate the necessary export documentation. For more information, select UPS WorldShip Help from the Help menu, type AES. 7. Complete your submission to the U.S. Census Bureau. 8. After you return to WorldShip, click Process Shipment.

Processing a Package
2. Select a UPS service.

To electronically file an SED with the U.S. Census Bureau, you must first register and become an authorized user of the AESDirect Web site. Then follow these steps: For U.S. and Puerto Rico Origin Shippers Only:

1. Specify the receivers address.

Enabling the AES Pre Departure Option

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. 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 Documents 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 check box(es) for the document(s) you do not wish to print.
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During shipment processing, you can disable the creation of an invoice by doing the following: 1. In the Shipping window, select the Documents tab. 2. Clear the Create an Invoice check box.

UPS requires an International Shipper Agreement on file or a Power of Attorney attached to the lead package in most cases. For more information, select UPS WorldShip Help from the Help menu, and type either International Shipper Agreement or Power of Attorney. 2. Under Shippers Export Declaration, select AES Option 2 Pre Departure, then click OK.

1. From the Tools menu, select Shipper Editor, click Modify and select the International tab.

Processing an International Shipment using the AES Pre Departure Option

1. Complete the information on the Ship To, Service and Options tabs. 2. On the Ship From tab, type the Tax ID Number and select the Tax ID Type.

3. On the Documents tab, select the SED tab.

4. Type the AES Transaction Number, or click UPS Generate if you want WorldShip to create a unique number in the AES Transaction Number box. 5. Complete the remaining fields and click Prepare Submission to AESWebLink. 6. WorldShip provides a link to the AESDirect Web site. Be sure to read the Legal Disclaimer, then click Submit SED to AESWebLink.

International Shipper Agreement/Power of Attorney

User Guide

Shipping
Processing Shipments with Future Pickup Dates
With WorldShip Future Date Processing, you can process shipments with a pickup date up to 183 calendar days in the future.

Activating Future Date Processing

To process shipments with future pickup 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 Pickup Dates check box under Pickup Date Selection. A warning message asks you to confirm your selection. 3. Click Yes and then OK.

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User Guide

Processing Shipments with Future Pickup Dates (continued)

Selecting an Active Pickup Date

Once you have set this system preference, the Select Active Pickup Date window asks you to choose a pickup date. If you want to select todays date as the active pickup date, simply click OK. If you want to select a date in the future, click the down arrow, select the pickup date on the calendar and click OK. The active pickup 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 pickup date, under Pending Pickup in the Shipment History window. The letter A appears next to the active pickup date.

To change a pickup date for shipments that have been processed: 1. In the Shipment History window, highlight the shipment or Pending Pickup group for which you want to change the date. 2. From the Activities menu, select Change Pickup Date. 3. In the Change Pickup Date window, click the down arrow, select the pickup date on the calendar and click OK. The shipment(s) appear under the Pending Pickup group for that pickup date.

For more information, select UPS WorldShip Help from the Help menu, type Future Date Processing Procedures.

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.

Shipping

Changing an Active Pickup Date

To change an active pickup date prior to processing shipments, follow these steps: 1. In the Shipping window, select Activities, then Select Active Pickup Date. 2. In the Select Active Pickup Date window, click the down arrow, select the pickup date on the calendar and click OK. 3. Process your shipments as usual. They will appear in the Shipment History window under the Pending Pickup group for that active pickup date.
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Note: To set a preference for the With Return Services check box, go to the Shipping tab in the System Preferences Editor. 4. Specify the merchandise description for the package. 5. If you select Electronic Return Label, click Details and specify the Recipients E-mail Address. 6. Specify the Pickup From address. 8. Click Process Shipment.

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

Note: Return Services may be limited in your area. Please visit UPS.com for a complete list of valid services.

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.

Create 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, that is UPS Print Return Label, UPS Electronic Return Label, UPS Print and Mail Return Label, 1 UPS Pickup Attempt (Call Tag) or 3 UPS Pickup Attempts (Call Tag).

Processing a Package with Return Service

1. Enter shipping information.

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

3. Click Process Shipment.

4. Select the Options tab. The Return Services option will be checked. Select the return service you want..

5. Click Process Shipment.

User Guide

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 Pickups 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.

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

U.S. Only: For billing problems, call our Billing Department at 800-811-1648 and provide the tracking number(s) and pickup record number(s).

Deleting a Single Package in a Multiple-Piece Shipment

1. Under UPS Pickups 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.

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User Guide

Shipping
Processing Air and Ground Freight Shipments
The controls discussed below appear only to non-Trade Direct Shippers with origin and destination addresses in the US 50, Mexico, Puerto Rico, and Canada.

Creating Air and Ground Freight Shipments using the WorldShip Address Book
1. On the Ship To tab in the Shipping window, select the Update Address Book check box and specify the receivers address. 2. On the Service tab, select the UPS Freight check box. A message asks if you want to change the shipment type. 3. Click Yes. The Shipping window shows processing instructions on the LTL/TL tab and the Process Shipment button changes to the Continue button. 4. Click Continue. Your system connects to the UPS Internet Freight Shipping page. 5. Process the information for your air and ground freight shipments. 6. When you are finished, click the X button in the upper-right corner of the window. To create a freight shipment without using the WorldShip Address Book, select View UPS Freight History on the UPS Web Access menu (see the procedure below).
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Viewing the History of Air and Freight Shipments

To view the history of your air and ground freight shipments, you must go to the UPS Internet Freight Shipping page. This history is not shown in the Shipment History window. 1. From the UPS Web Access menu, select View UPS Freight History. Your system connects to the UPS Internet Freight Shipping page. 2. Type the information needed to identify your air or ground freight shipment.

3. Review the history for your air or ground freight shipment. 4. When you are finished, click the X button in the upper-right corner of the window.

User Guide

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.

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.

Profiles

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

5. Click Save Profile.

Assigning a Profile to a Shipper

2. In the Profile Editor window, click Shippers. 3. In the Shipper Profiles window:
I I
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1. From the Tools menu, click Profile Editor.

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.

User Guide

Profiles
Assigning a Profile to a Consignee
You can also assign a profile using the Shipper Editor, or you can select the profile from the Shipping window. 1. From the Tools menu, select Address Book Editor. The Address Book Editor window appears. 2. Type information about a new consignee or display information for an existing consignee. 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.

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10

User Guide

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

Reports

Printing Reports

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

Daily Shipment Detail Report

Summarizes 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 (U.S./Puerto Rico Origins)

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 the Pickup Summary Barcode Report to your UPS driver when he or she picks up the packages. The UPS driver scans the barcode on the report. Then the UPS driver signs the report and records the pickup time and the total number of packages on the bottom of the report. Since the UPS driver scans this report but does not take it, you may keep the report for your records.

Pickup Summary Barcode Report (U.S./Puerto Rico/Canada Origins)/ UPS Manifest Summary (non-U.S./Puerto Rico/Canada Origins)

Automatically prints during the End of Day process and summarizes shipment information about the packages your UPS driver is to pick up. 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 picked up. Summary information so the UPS driver can verify what is to be picked up. An area to record the name of the UPS driver who picks up the packages, the pickup time, and the total number of packages picked up by the driver.

UPS Manifest Detail (non-U.S./Puerto Rico/Canada Origins)

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Automatically prints during the End of Day process if the transmission of your shipment data to UPS fails. This report details shipment information about the packages your UPS driver is to pick up.

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

11

User Guide

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 (see below). You can also void packages or shipments after you have run the End of Day process (see page 14). 1. From the Shipping window, click the Void button 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.

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For a demonstration on how to void a package, navigate to \UPS\WSTD\Support Docs\Advanced Help\ on your hard drive and double-click ws_voidShipment.exe.

12

User Guide

Voiding a Shipment from the Shipping Window (continued)

Voiding Packages or Shipments

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

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

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13

User Guide

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 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.

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 a tracking number of the package you want to void. 2. Select Void/Delete Shipment from the Activities menu or click the Void button. 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.
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14

User Guide

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 pickup day. Once you have finished processing packages for a Pending Pickup group, complete the End of Day process. These steps should be completed prior to the time of pickup.

Completing the End of Day Process

1. Select the Pending Pickup group in the Shipment History 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 Pickup window appears. Click the down arrow to select the active pickup date from the calendar (up to 183 days in the future). Click OK. 4. Provide the Pickup Summary Barcode Report/UPS Manifest Summary Report and the High Value Report or UPS Manifest Detail, if applicable, to your UPS driver.

2000-2007 United Parcel Service of America, Inc. All rights reserved. 01/07

15

User Guide

Validating, Classifying and Reconciling Addresses

For U.S. and Puerto Rico addresses only: use the address validation and reconciliation features to update, validate, classify and reconcile your Ship To address to improve their accuracy.

Validating Your Address Data

There are three types of address validation in WorldShip: Single address, city, state and ZIP CodeTM validation that occurs automatically when shipping a package. WorldShip will suggest alternates if an address appears to be incorrect. Single street level address validation validates not only the city, state and ZIP Code, but the street address as well. To select this address validation option, press F8 in the Shipping window or select the Validate Ship To Address option on the Tools menu. WorldShip will quickly check the address and return alternate suggestions if the address is believed to be incorrect or tell you if the address is valid. This process includes ZIP+4 assignments to your address data. Address Book Validation validates the street, city, state and ZIP Code of every address in the WorldShip address book. To validate the entire WorldShip address book, press Shift and F9 or select the Address Book Editor option from the Tools menu, then click Send Addresses for Validation in the lower right-hand corner of the Address Book Editor window. WorldShip collects all of the Address Book entries, validates them and then downloads them to your PC for reconciliation. This process also includes ZIP+4 assignments to your address data.
2000-2007 United Parcel Service of America, Inc. All rights reserved. 01/07

16

User Guide

For step-by-step instructions, select UPS WorldShip Help from the Help menu and type About the Address Validation and Verification Tool.

Address classification will help you determine if a US/Puerto Rico address is residential or commercial. There are two types of address classification in WorldShip: Single level address classification classifies the current address. To select this address classification option, select the Classify Ship To Address option on the Tools menu. WorldShip classifies the address shown on the Ship To tab. Address Book Classification classifies all addresses in the WorldShip address book. To classify the entire WorldShip address book, select the Address Book Editor option from the Tools menu, then click Send Addresses for Classification in the lower right-hand corner of the Address Book Editor window. WorldShip collects all of the Address Book entries, classifies them and then downloads them to your PC. For step-by-step instructions, select UPS WorldShip Help from the Help menu and type Classify an Address Interactively.

Validating, Classifying and Reconciling Addresses

Classifying Your Address Data

Reconciling Your Address Data

Use the Reconciliation feature to select the best address from a list of possible candidates.
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User Guide

History and Tracking

For more information about how to Find Shipments, select UPS WorldShip Help from the Help menu and type Find a Shipment.

Find Shipments

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

History and Tracking

Tracking from the UPS Web Site

1. From the UPS Web Access menu, select UPS Tracking Page. WorldShip connects you directly to the Track by Tracking Number Page on the UPS Web site. 2. Type your UPS tracking numbers and click Track.

3. If you want to track by a reference number, select Track by Reference Number on the UPS Tracking Page and follow the instructions. 4. Close the Tracking Page window to return to WorldShip.

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.

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User Guide

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, and you will need to accept in order to incorporate into your displayed shipping rates. For more detailed information on the UPS Fuel Surcharge, go to UPS.com.

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, Third Party, or Consignee Billed 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.

Cost Center Calculator

The Cost Center Calculator helps you to update the shipping charges displayed by UPS WorldShip for shippers approved for negotiated rates. 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 Center Calculator, select Cost Center Calculator on the Tools menu. When the Cost Center 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 Center Calculator Help from the Help menu in the Cost Center Calculator.
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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.

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User Guide

Billing and Rating Features

Third Party Billing
1. Process packages as outlined on page 1 of this guide. Here are the steps: Specify the receivers address. Select a UPS service. Select a package type. Select Third Party in Bill Transportation To and then click the ... button to display the Third Party Address window.

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.
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User Guide

Accessing Help

You have several options for accessing help: 1. Within the software:

UPS WorldShip Help

2. On the Web:

Go to worldship.ups.com to find additional support documents under the WorldShip Online Resources section.

Additional Help and Resources

UPS, the UPS brandmark, the color brown, UPS.com, UPS WorldShip, UPS Next Day Air, UPS Next Day Air Early A.M., UPS Next Day Air Saver, UPS 2nd Day Air, UPS 2nd Day Air A.M., UPS 3 Day Select, Quantum View Notify, UPS.com, UPS World Ease and 1-800-PICK-UPS are service marks, trademarks or registered trademarks of United Parcel Service of America, Inc. ZIP Code is a trademark or registered trademarks of its owner.

2000-2007 United Parcel Service of America, Inc. All rights reserved. 01/07

To download the latest UPS Rate and Service Guide, select UPS Home Page from the UPS Web Access menu and then select the Resources tab, go to the Customer Service section, and select Download Rate and Service Guide. To view our Frequently Asked Questions, go to worldship.ups.com. To search for specific information, select UPS WorldShip Help from the Help menu. On the Index tab, type the name of the task, term or concept and click Display. To find general information about WorldShip, select UPS 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 press F1.

To view the UPS Rate and Service Guide, select UPS Home Page from the UPS Web Access menu, select the Resources tab, and then select a topic of interest.

Resources

3. By phone (in the U.S. only): If you have technical questions about WorldShip that cannot be answered by this guide or the WorldShip Help, call 888-553-1118. Be sure you have the following information when you call: 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).

For general information, call 1-800-PICK-UPS (1-800-742-5877). For international shipping information, call 800-782-7892.

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User Guide

Dominican Republic . . . 809-549-9326 and 809-284-5045

Technical Support Numbers

If you have questions about WorldShip 9.0 that cannot be answered by this Guide or WorldShip Help, call the following numbers: AMERICAS Argentina Finland . . . . . . . . . . . . . . . . . 0800 1 877 2255 France . . . . . . . . . . . . . . . . . . . 0805 025550 . . . . . . . . . . . . . . . . . . 372 666 47 00

United States

Brazil . . . . . . . . . . . . . . . . . . 55 11 56946606 Mexico . . . . . . . . . . . . . . . . . 01 800 714 65 35 Chile . . . . . . . . . . . . . . . . . . . 562-685-0700 Austria . . . . . . . . . . . . . . . . . . . 0800 312 407 Belarus . . . . . . . . . . . . . . . . . . 017 206 55 80

Canada . . . . . . . . . . . . . . . . . . 1-888-UPS-TECH Belgium . . . . . . . . . . . . . . . . . . . 0800 21 877

Puerto Rico . . . . . . . . . . . . . . . . 1-888-UPS-TECH

Resources

EUROPE

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Bosnia

Cyprus . . . . . . . . . . . . . . . . . . . . . 77777200

Czech Republic . . . . . . . . . . . . . . . 800 18 11 11 Estonia

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

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

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

. . . . . . . . . 5411-4836-8157/8158/8136

. . . . . . . . . . . . . . . 888-553-1118

Turkey . . . . . . . . . . . . . . . . . . 90 212 5471220 Lithuania Netherlands Slovakia

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

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

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

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

Russia . . . . . . . . . . . . . . . . . . 7 495 961 2211 . . . . . . . . . . . . . . . . 421 2 4870 7343

Romania . . . . . . . . . . . . . . . . +4021 233 88 77

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

Poland . . . . . . . . . . . . . . . . . . . 22 534 0 800

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

Luxembourg (DE) . . . . . . . . . . . . 0032 2 706 25 27

Luxembourg (FR) . . . . . . . . . . . . 0032 2 706 25 22

Luxembourg (NL) . . . . . . . . . . . . 0032 2 706 25 23

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

Latvia . . . . . . . . . . . . . . . . . . . . . . 7805643 . . . . . . . . . . . . . . . . +370 37 350505 . . . . . . . . . . . . . . . 0800 222 5587

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

Ireland . . . . . . . . . . . . . . . . . . . 1800 202227

Hungary . . . . . . . . . . . . . . . . . . 36 1 8770003

Great Britain . . . . . . . . . . . . . . . 0800 331 6010

MIDDLE EAST Saudi Arabia

Israel . . . . . . . . . . . . . . . 00-972-(0) 56-890028 United Arab Emirates ASIA PACIFIC Australia . . . . . . . . . . . . . . . . . . 1800 148 934 Hong Kong India China . . . . . . . . . . . . . . . . . . 10 800 852 0698 Indonesia . . . . . . . . . . . . . . . 001 803 852 3670 Malaysia Japan . . . . . . . . . . . . . . . . . . . 00531 85 0020 New Zealand . . . . . . . . . . . . . . . . 0800 443 785 . . . . . . . . . . . . . . . . . 00 0800 852 1113 . . . . . . . . . . . . . . . . . . 8206 2133 . . . . . . . 966 1 462 6655 ext. 528 & 579

Singapore . . . . . . . . . . . . . . . . . 800 852 3362 South Korea Taiwan . . . . . . . . . . . . . . . . . . 00801 855 662

Philippines . . . . . 1 800 1855 0023 or 1 800 808 50020 . . . . . . . . . . . . . . 00798 8521 3669

Thailand . . . . 0 2713 6050~9 (Local) or 001 800 852 3658 South Africa . . . . . . . . . . . . . . . +27 11 922 9200 . . . . . . . . . . . . . 234 1 270 4981-5/4992

. . . . . . . . . . . . . . . . . 1 800 80 4709

. . . . . . . . . . 971 (6) 5580456

AFRICA Nigeria

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User Guide

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.

Trade Direct is a contracted service. For more information, contact your UPS Account Executive or visit our Web site at ups-scs.com/support/trade-direct.html.

Trade Direct Shipments

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.

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

Processing Trade Direct Shipments

To process a consolidated movement with Trade Direct:

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

2. Use the Shipper Editor and the System Preferences Editor to set your preferences for Trade Direct processing.

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. Note: For more information on Trade Direct, select UPS WorldShip Help from the Help menu and type About UPS Trade Direct. 8. Import or export child shipments, as needed. 7. Track the consolidated movement and its associated child shipments, as needed. See Tracking Child Shipments and Consolidated Movements.

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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 and Unique Shipment Identifier (as needed). WorldShip automatically displays the other fields under Contract Information. 4. Under Consolidated Movement Details:
I I I I

2000-2007 United Parcel Service of America, Inc. All rights reserved. 01/07

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 United States, Canada, or Australia. 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.
I I I

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). Select the Dangerous Goods check-box (as needed).

Select the Pickup Address Same as Shipper Address check-box to specify a pickup address for the consolidated movement in the Pickup Address window. The ... button appears next to the Pickup Address Same as Shipper Address check-box. Click the ... button to display and edit the pickup address information.

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 Finish. The UPS Trade Direct Manager window reappears with the new consolidated movement selected.

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User Guide

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.

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.

Trade Direct Shipments

Associating Child Shipments with Consolidated Movements

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.

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User Guide

A Trade Direct UPS Small Package child shipment is processed similarly to a nonTrade Direct UPS Small Package. Follow the steps below and refer to Processing Shipments.

Trade Direct Shipments

Processing UPS Small Package Child 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. UPS 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 Documents (if applicable) tabs. Ensure that the LTL/TL check box on the Service tab is not selected. 4. Click the Add button (US/Puerto RIco/Canada DCFS only). If your destination CFS is a country other than US/PR/CA indicate the total number of packages on the main shipping screen. Click Process Child Shipment.
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User Guide

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. UPS 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.

Trade Direct Shipments

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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, select a Trade Direct shipper in Shipper. UPS WorldShip fills the Ship From tab with the destination CFS and the Ship To tab with the destination CFS Country/Territory. 2. Select the LTL/TL 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 Documents (if applicable) tabs as needed.
I I

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, 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.

The Shipment History window shows the consolidated movement and its associated child shipments. 6. Click OK. The UPS Trade Direct Manager window appears. 8. Click OK. The Shipping window appears.

Notes: If the LTL/TL Pallet Label Processing window appears, enter the required data. 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. 7. Select the consolidated movement you want to associate with the child shipment and click Select Movement. The Select Consolidated Movement 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. UPS WorldShip generates the labels and documents.

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I I I I I

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 Documents tab (if displayed), prepare the necessary documents for this shipment.

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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.
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User Guide

Note: If you attempt to close out a consolidated movement without an associated child shipment, UPS 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.

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. UPS WorldShip prints the labels and documents. UPS 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. UPS WorldShip closes out the selected movements in the order in which they appear.

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Trade Direct Shipments

Tracking Child Shipments and Consolidated Movements
Tracking Trade Direct child shipments is similar to tracking other types of shipments. The following differences in tracking functionality pertain to Trade Direct shipments only: 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 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. 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.
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