Quadient Neoship ADVANCED User Guide-1
Quadient Neoship ADVANCED User Guide-1
Neoship ADVANCED
1
Table of Contents
About 3 History 22
Hardware 4 Shipping History 22
IS/IM/IN/iX Mailing Systems 4 Filtering Criteria 22
Zero the Weighing Platform 4 Shipment Report 23
USB Scale Interface 4 Transaction Report 24
Activity Report 25
Shipping 6 Transactions 25
Package Details 6
Address Book 26
Ship From 6
Packaging Type 7 Public and Private Address Books 26
Default Package Types 7 Manage My Contacts 26
Define a New Package Type 7 Importing an Address Book 27
Shipping Carrier Packaging 7 Settings 29
Creating and Shipping a Custom Package 8 My User Account 29
Weight 9 My Preferences 29
Weighing a Package 9 Ship From Addresses/Departments 30
Manual Weight 9 Carrier Setup 32
Recipient Details 9 FedEx® 32
Ship to Location 9 UPS® 33
Single Shipment 10 USPS® 34
Multiple Shipment 11 User Roles and Privileges 34
How to Create a Batch 12
Address Groups 12
Help 36
Shipping Services 13 Contact Us 36
Ship Date 13 System Requirements Check 37
Carrier Packaging 14 Additional Features 38
Custom Packaging 15 Reset, Help, Funds, Schedule a Pickup,
USPS® Mail Class Options 15 Full Screen Mode 38
USPS® Extra Services 16 Email Notifications 38
UPS® Mail Classes 16 Cancelling a Shipment 39
UPS® Extra Services 17 Requesting a Refund 39
FedEx® Mail Classes 18 Downloading Documents 40
FedEx® Extra Services 19 Logout 41
Customs Form 20
Print Shipping Label 21
Schedule a Pickup 21
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About
Neoship ADVANCED expands the number of options you have for processing and tracking shipments.
Select from the USPS®, FedEx® or UPS®. You have the added benefit of Rate Shopping, which identifies
the lowest cost or fastest delivery method to ensure your delivery deadlines are always met!
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Hardware
Touch screen models use the “C” clear button to perform the zero process.
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Hardware (continued)
Interface a USB Scale with Neoship:
1. Connect the USB cable to the back of the scale.
2. Insert the other end of the USB cable into the USB port on the PC.
3. Using your computer mouse, hover over “HELP” on the top menu bar and click “System Requirements Check”.
4. The System Requirements Check will verify your PC operating system, the web browser you are using,
if Java or the Quadient Device Manager is enabled, and if your weighing platform/scale has been detected.
Note: If the browser, the version of Java or the Quadient Device Manager needs to be updated, you will be prompted
during the System Requirements Check.
You can verify connectivity to the standalone scale by looking under the “Detected scales” section
(see image below).
Note: Though both scales will be displayed under the “Detected scales” section, the USB scale becomes the “default”
once it is connected. If you would like to use the weighing platform of the mailing system, simply unplug the USB scale
cable from your computer.
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Shipping
Note: The green mark next to a field denotes a required field.
Package Details
Ship From
From the Neoship application on your PC screen, select the desired Ship From address/department. A Ship From
address is the address from which the package was shipped from. If you want to charge back the shipment to a
specific department, simply pull down the drop-down box and select the appropriate department.
If the department you are looking for is not listed, you can add a new department by clicking on the
“Create new Ship From” icon.
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Shipping (continued)
Packaging Type
Default Package Types
When shipping with USPS® only, Neoship ADVANCED will display three default package types:
1. Package: An item with each dimension (length, width and height) measuring 12 inches or less. If you are unsure,
select "Large Package" on the first page of the price calculator. You will be prompted to enter your package
dimensions and the correct postage price will be calculated based on your entries.
2. Large Package: An item with any one dimension that is greater than 12 inches. Enter the length, width
and height in the provided fields.
3. Irregular Package: An item with any one dimension that is greater than 12 inches and the item is non-rectangular
in shape. Enter the length, width, height and girth in the provided fields. The girth of an item
is calculated by measuring the width and multiplying that number by two, then measure the height and multiply
that number by two, then finally add the two resulting numbers together.
Note: If none of the default package types meet the packaging requirements, you will need to set up a new
package type. See steps below.
When shipping with the USPS® and additional carriers, you will have the option to select from Customer Provided
Packaging or Carrier Packaging. When selecting the Customer Provided Packaging option simply
get the weight and enter the dimensions for your package type. When selecting Carrier Packaging follow
the steps outlined in the section titled "Shipping Carrier Packaging" on page 7.
Define a New Package Type
Defining a new package type is typically used when:
• The type of package that you are shipping is not displayed in the list of package options in "Packaging Type”.
• You want to ship an item using carrier packaging.
• You want to create a short-cut key for commonly used packages. Creating a short cut allows you to
save the characteristics of a particular package type, reducing the total number of shipment steps for
future shipments.
Shipping Carrier Packaging
Each carrier Neoship supports (USPS, FedEx, UPS) provides their own carrier packaging. Boxes and
envelopes with specific branding and rules are displayed under each tab.
Follow the steps below to ship a carrier packaging type:
1. Select carrier packaging from the “Packaging Type” pull down. All commissioned and active carrier
packages will be displayed in the display box.
2. Select a carrier tab to view carrier-specific packaging types.
3. Choose the option that best fits your needs.
4. Click “OK”. Neoship will then display the selected package type and dimensions on the main
shipping page and will highlight the carrier logo with a green box.
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Shipping (continued)
Creating and Shipping a Custom Package
To create a custom package:
1. Select the “Define custom package type” button.
2. Next, assign a carrier to the package type by selecting the carrier logo. Alternatively, you can select the
“No specific carrier” option, which will allow you to rate shop the shipping rates.
3. Complete the package description by entering the package dimensions and weight.
4. Add a short description to best represent the package. The description will be displayed under the image that
you choose for the item. Notice the preview section on the right side of the screen - as you create the description, it
will be displayed.
5. Add an image that represents the package.
6. As an option, when a carrier is selected, you may choose a service from the drop-down. After selection of a
service, extra service options will be displayed at the bottom of the screen. To add an extra service, select
the corresponding checkbox.
Before completing the custom package, decide whether you want to include this item in the Public or Private
packaging type. Remember, if you make this item “Public”, all users that are registered to the mailing system and
funding account will be able to access and view it.
If you decide to create it as a “Private” package, you will be the only user that will be able to view it in the future.
Note: The application allows up to twenty Public packages per mailing system and funding account.
Additionally, each user is allowed to save up to ten private packages.
As a last step, click “Create” to save.
Neoship ADVANCED
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Shipping (continued)
Weight
Once the package type is chosen, you must weigh the package. The package weight is required to view the
rates available for the package type. You have the option to either capture the weight from an integrated scale
or manually enter the weight in the provided field.
Weighing a Package
USPS®:
When shipping with the USPS®, you must place the item on the integrated scale and click the “GET WEIGHT”
button from the application screen on the PC. If your item exceeds the weight capacity of the scale, please refer to
the “Manual Weight Entry Activation” below.
FedEx®/UPS®:
When shipping with FedEx® and UPS®, you are not required to capture a weight from the scale, although, it is
recommended. If the weight on the shipping label differs from the weight captured by FedEx®/UPS®, they will
charge your account a new amount. In the event you are charged an amount that is different from the original
shipping label, this information will not be visible in Neoship.
Manual Weight
The Manual Weight Entry option is available when you are shipping an item that exceeds the weight capacity
of the scale, is a USPS® Flat Rate envelope or box, or is a FedEx®/UPS® shipment.
When shipping with the USPS®, activate the manual weight entry mode by following the steps below:
1. a) The scale must be empty.
b) The package on the scale exceeds the weight capacity of the scale.
2. Select “GET WEIGHT” on the Neoship screen and a pop-up message will be displayed.
3. Simply select the “Activate Manual Weight Entry” button.
4. Once the feature has been turned on, you can enter the weight of your item and proceed to the next step.
Note: When shipping with the USPS®, the weight fields will be disabled until the steps outlined above are
followed. When shipping with FedEx® and UPS®, you may enter the desired weight in the provided fields at
any time. Once all the required fields within the package details section have been populated, you are ready
to move on to “Recipient Details”.
Recipient Details
Ship to Location
Prior to entering the ship to address, you have the option to process a single shipment or multiple shipment.
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Shipping (continued)
Single Shipment
A single shipment is used to ship an item to a single location. You have the ability to add your recipient
information in several ways:
1. Enter a Recipient ID. A recipient ID is a short cut key that will auto-populate the information once it has
been created and saved. An ID can contain a mix of letters and numbers. Using an ID will save time on
future shipments.
2. Choose a recipient from the Address Book. If this option is selected, all the required fields will
automatically populate.
3. Enter the recipient information manually. Once the information is manually entered, you have the option
to save the address to your Private or Public Address Book.
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Shipping (continued)
Shipping to an APO/FPO/DPO address:
1. Enter the recipient information manually in the provided fields.
2. Scroll to the bottom of the state drop-down list and select one of the options under "Armed Forces".
3. Enter APO, FPO or DPO in the "City" field.
Shipping to a US Territory/Possession:
1. Enter the recipient information manually in the provided fields.
2. Scroll to the bottom of the state drop-down list and select one of the options under
“Territory, Possession, or Freely Associated State”.
Note: A US territory is any extent of region under the sovereign jurisdiction of the federal government of the
United States, including all waters and US naval vessels.
Note: A customs form will only be required for a US territory if the package weighs more than 1 lb.
When a customs form is required, Neoship will enable the customs forms button and auto-create the form.
Multiple Shipment
Multiple shipment is used to create a batch shipment.
Batch Processing allows you to apply a set of shipping characteristics across multiple addresses and shipping labels.
• All items within a batch typically share the same profile – (i.e. same box/envelope size and weight; extra
services). The only difference is the “ship-to address”.
• Batch Processing improves efficiency by automating repetitive tasks.
• Batches are tracked through a unique ID that is created within Neoship ADVANCED.
Neoship ADVANCED supports:
• Up to 100 shipments per batch
• Unlimited number of batches
When creating a batch shipment, you have the ability to add your recipient information in several ways:
1. Enter the ID. If this option is selected, the address that is part of the selected ID will be chosen.
2. Choose an already created Address Group. If this option is selected, all the addresses will automatically
be chosen.
3. Manually create a batch.
Note: Neoship does not support importing Address Groups from the main shipping screen.
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Shipping (continued)
How to Create a Batch
Complete the steps in "Package Details".
Select "Multiple Shipment".
Click "CREATE BATCH".
Note: The only addresses that can be added to the batch are existing addresses from the Address Book.
Each batch can consist of up to 100 addresses.
Note: Rate Shopping is not available when in Multiple Shipment mode.
To add addresses to a batch, click the “<” icon next to the address that you would like to add. The address
will move under the “Batch Addresses” heading.
Once all the applicable addresses have been added to the batch, click "CONTINUE" to finalize the shipment.
If this batch will be used again in the future, click "SAVE AS ADDRESS GROUP".
Address Groups
What are Address Groups?
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Shipping (continued)
Note: An Address Group saved to a Public Address Book can only consist of addresses that originate in the
Public Address Book.
Note: A Private Address Group can consist of a mix of Private and Public addresses.
Note: You cannot create a batch with a mix of domestic and international addresses. The addresses within
the batch need to be all domestic or the same international country.
Public Address Books support up to 10,000 address entries.
• Each “saved” Address Group qualifies as one entry within the Public or Private Address Book.
• 10,000 address entries represents the total number of available spaces that can consist of a mix of
addresses and groups (i.e. if a Public Address Book consists of 7,000 addresses, you can have up to
3,000 Address Groups for a total of 10,000 entries).
Private Address Books support up to 1,000 address entries (per user).
• 1,000 is the max combination for addresses and groups (i.e. 800 addresses reside in the Private
Address Book, leaving up to 200 entries available for Address Groups).
• Private is 1,000 per user and supports up to 100 users.
To create an Address Group, follow the "How to Create a Batch" steps outlined on page 12.
Shipping Services
Ship Date
After Package Details and Recipient Details have been completed, you will navigate to the Shipping Services area.
When shipping with USPS® or FedEx®, you may date advance the shipment up to three days in advance. Simply click on
the calendar icon to advance the date. There are no data advance options with UPS®. You will also have several options
available to select your shipping services, depending on the package type you are shipping.
Neoship ADVANCED
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Shipping (continued)
Carrier Packaging
Once you have selected the carrier packaging type and completed all of the required fields, the corresponding carrier
logo will be highlighted with a green box under the Shipping Services area. The "GET RATES" button will also become
available by turning green.
Select the "GET RATES" button. At this time, Neoship will validate your address. If a corrected address is provided,
simply click “USE CORRECTED ADDRESS” and proceed. Neoship will now display a box that includes applicable
carrier services based on your initial selection. In addition to the service, you will also see delivery date and projected
cost of the shipment. Select the desired service, delivery date and cost, then click “OK”. Once this has been completed,
you have the option to select any desired Extra Services.
Total postage for this shipment will be displayed at the bottom of the page. Any Extra Services that are selected
may impact the total cost. Neoship will auto-calculate your total cost based on all selected services.
It's time to print your shipping label. View page 21 for additional details on printing your shipping label.
Neoship ADVANCED
Custom Packaging
When using a custom packaging type, you may choose a specific carrier or select a rate shopping option.
To ship your package with a specific carrier, select the carrier logo followed by the “GET RATES” button. At
this time, Neoship will validate your address. If a corrected address is provided, simply click “USE CORRECTED
ADDRESS” and proceed. Neoship will now display a box that includes applicable carrier services based on your
initial selection. In addition to the service, you will also see delivery date and projected cost of the shipment.
Select the desired service, delivery date and cost, then click “OK”. Once this has been completed, you have the
option to select any desired extra services.
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Shipping (continued)
Neoship offers two rate shopping options: lowest cost and fastest delivery.
To ship your package with the lowest cost shipping method, follow the steps below:
1. Select the lowest cost option and the “GET RATES” button.
2. If a corrected address is provided, simply click on the “USE CORRECTED ADDRESS” button and proceed.
3. Neoship will shop for the lowest rate and display the winner along with any additional requirements needed
to process the item. The carrier of choice will also be highlighted at this time.
4. You may add any desired extra services by selecting the corresponding check boxes.
5. It's time to print your shipping label. View page 21 for additional details on printing your shipping label.
Note: UPS services are not compared in the lowest cost rate comparison. To view UPS services, you must select
the UPS logo followed by the “GET RATES” button.
To ship your package with the fastest delivery option, follow the steps below:
1. Select the fastest delivery option and the “GET RATES” button.
2. If a corrected address is provided, simply click on the “USE CORRECTED ADDRESS” button and proceed.
3. Neoship will identify the fastest delivery method for your parcel. The winner will be displayed along with any
additional requirements needed to process the item. The carrier of choice will also be highlighted at this time.
4. You may also add any desired extra services.
5. It's time to print your shipping label. View page 21 for additional details on printing your shipping label.
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Shipping (continued)
USPS® Extra Services
The Neoship application supports various extra services for the applicable mail classes:
• Certified Mail® is a special USPS® service that provides proof of mailing via a receipt to the sender. With electronic
USPS® Tracking, the sender is notified when the mailing was delivered or when a delivery
attempt was made. Additional options, like Return Receipt, provide evidence of delivery in the form of a postcard
signed by the recipient or an e-mail with an electronic copy of the recipient’s signature. You are
also required to include a label 3800-N on the box when shipping with Certified Mail.
• Insurance - Insurance for items with value up to $5,000.00 USD is available through the Neoship application. Simply
select the option and enter the value of the item being shipped. Once the value has been entered and you click
outside the text box, the system will update the pricing accordingly.
Note: When shipping Priority Mail® items, insurance is FREE for items with a value up to $50.00. For Priority
Mail Express® items, insurance is FREE for items with a value up to $100.00.
• Shipping Date - Advance the shipping date up to three business days (including Saturday). Simply click on
the Shipping Date calendar and select the desired date. The default shipping date is the actual date the shipping
label is created.
• USPS® Tracking™ - Available only for First Class and Priority Mail Classes®. When selected, you will have
the tracking information as part of the label.
• Signature Confirmation™ - An option that provides the benefits of USPS® Tracking™ plus an added level of security
by requiring a signature from the person who accepts the shipment. There is a fee associated with
this option. Once selected, applicable fees will be displayed.
Selecting Signature Confirmation™ will disable the USPS® Tracking™ option since it is included.
• Signature Waiver - Available only for Express Mail. When this option is selected, the label will state this
service and it is not mutually exclusive from no delivery on weekends.
• No Weekend Delivery - Available only for Express Mail. When this option is selected, the label will state
this service and it is not mutually exclusive from Signature Waiver.
• Adult Signature Required - Requires the signature of anyone 21 years of age or older at the recipient’s address.
• Adult Signature Restricted Delivery - Requires the signature of the specific addressee or authorized agent,
who must be 21 years of age or older.
• Return Receipt - The Return Receipt (hardcopy PS Form 3811) option may be used with Adult Signature shipments
paid for as Priority Mail Express® and Priority Mail®. Requires insurance with a declared value
of over $500. You will be required to submit the PS Form 2811 at the Post Office window.
• Electronic Return Receipt - Provides Proof of Delivery with a PDF image of the recipient’s signature that is available
when you go to www.usps.com, click on “Track & Confirm”, enter the tracking number, and then
enter your name and email address. Requires insurance with a declared value of over $500. The electronic option is
not available for Express Mail, International Mail, or mail addressed to APOs/FPOs.
• Restricted Delivery - Directs delivery only to the addressee or the addressee’s authorized agent.
Requires insurance with a declared value of over $500.
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Shipping (continued)
• UPS Next Day Air® Early – A service that delivers by the next business day by 8:00am to the major cities in
the 48 contiguous states. Next business day delivery by 8:30am, 9:00am or 9:30am to most other cities in
the U.S. including Anchorage, AK. Additional extended delivery locations are guaranteed up to 2:00pm.
Optional Saturday pickup and delivery available in selected locations.
• UPS Next Day Air® – A service that delivers by the next business day by 10:30am, 12:00 noon or the end of
the day depending on the destination. Delivers to all 50 states and Puerto Rico, with some limitations in
Alaska and Hawaii.
• UPS SurePost® 1lb or Greater - An economy, residential, ground service. This service combines the
consistency and reliability of the UPS® Ground network with final delivery typically provided by the U.S.
Postal Service.
Note: UPS My Choice® members can upgrade a UPS SurePost® package to UPS® Ground for an additional fee.
• UPS SurePost® Media - An economy, residential, ground service for items that qualify as media. This service
combines the consistency and reliability of the UPS® Ground network with final delivery typically provided by the
U.S. Postal Service.
Note: UPS My Choice® members can upgrade a UPS SurePost® package to UPS® Ground for an additional fee.
• UPS Worldwide Express Plus® - Get the early morning guaranteed delivery advantage for your rush
shipments to over 55 countries and territories, including major cities in Canada, Europe and Asia. Deliver as early as
8:30am to Canada and 9:00am or 11:00am to all other destinations. Next day delivery to Canada, delivery within
two business days to Europe and delivery within two or three business days to Asia.
• UPS Worldwide Express® - A service that offers one to three day shipping service with guaranteed midday delivery
times throughout the world. Delivery by 10:30am, 12:00 noon or 2:00pm, delivery by the next
business day to Canada and for documents to Mexico and second business day delivery to Europe and
Latin America. Delivery within two or three business days to Asia.
• UPS Worldwide Expedited® - Delivery to more the 220 countries. Delivery within two business days to Canada, two
to three business days to Mexico, three to four days to Europe and four to five days to Asia
and Latin America.
• UPS World Wide Saver® - Delivery to more the 220 countries. Deliveries are made by the end of the day.
Next business day delivery to Canada and for documents to Mexico, delivery in two business days to Europe and
Latin America and delivery in two or three business days to Asia.
UPS® Extra Services
• Deliver without Signature – UPS option that allows you to waive the signature option for the shipment.
• Delivery Confirmation – UPS will mail you a confirmation of delivery without a signature, or you may select an option
that requires a signature:
- Signature Required – UPS will obtain the recipient's signature or other electronic acknowledgement of
receipt from the recipient when this option is selected and provide you with a printed copy. You may also
view the recipient's signature or electronic acknowledgement of receipt online.
- Adult Signature Required – UPS will obtain the recipient's signature or other electronic acknowledgement
of receipt from the recipient when this option is selected and provide you with a printed copy. You may also
view the recipient's signature or electronic acknowledgement of receipt online. Adult recipients must be at
least 21.
Note: Similar information is available when you track your package online.
• Collect on Delivery – UPS will attempt to collect the amount shown on the C.O.D. tag or package label and send the
payment to you. If UPS cannot collect the payment after three attempts, the package will be returned. When shipping
C.O.D., use Quantum View Notify® to have UPS proactively send an email to your customer providing the amount due
and shipment status updates. Your customer is then prepared to accept delivery on the first attempt, and
UPS can expedite your payment. You may choose from two C.O.D. options: Personal Check, Cashiers Check,
or Money Order or Cashiers Check or Money Order (No Cash).
• Generate Return Label – Provide your customer with a return shipping label that can be attached to the
item for return.
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Shipping (continued)
• Additional Handling – An Additional Handling charge may be applied to the following:
- Any article that is encased in an outside shipping container made of metal or wood.
- Any item, such as a barrel, drum, pail or tire, that is not fully encased in a corrugated cardboard
shipping container.
- Any package with the longest side exceeding 48 inches or 122 cm or its second longest side
exceeding 30 inches or 76 cm.
- Any package with an actual weight greater than 70 pounds or 32 kilos.
- Each package in a shipment where the average weight per package is greater than 70 pounds or 32
kilos and the weight for each package is not specified on the source document or the UPS automated
shipping system used.
• UPS® Carbon Neutral – UPS carbon neutral is just one way we are reducing our impact on the environment. We are
constantly evaluating how many miles we drive, how much fuel, paper, and water we use, and even how much noise
our airplanes make.
• Declared Value – UPS's liability is limited to US$100.00 on packages with no declared value. If the value of
your goods exceeds US$100.00, you can declare a higher value, up to US$50,000.00 per package, by entering the
declared value in the UPS shipping system used and paying an additional charge. Declared Value charges for freight
collect and third-party shipments may be billed to your shipper account. For more information, refer to ups.com/
terms.
• Direct Delivery Only – Ensures a package is delivered to the residential or commercial address you provide.
This service stops recipients from redirecting packages and prevents our drivers from rerouting deliveries
when recipients are not at home.
• Residential Delivery - This option is required to be selected when delivering to a residential address.
• Saturday Delivery - Saturday Delivery commitment times depend on the shipping service you choose:
- UPS Next Day Air® Early - Guaranteed delivery one hour later than the guaranteed weekday delivery time,
as early as 9:00am, based on destination.
- UPS Next Day Air® - Guaranteed delivery by 12:00 noon or 1:30pm where weekday shipments are
delivered by 10:30am or 12:00 noon, respectively, based on destination.
- UPS 2nd Day Air® - Guaranteed delivery by end of day for shipments picked up on Thursday, based
on destination.
- UPS® Ground and UPS 3 Day Select™ - End of day (available in select destination ZIP Codes™).
• UPS Access Point™ - Used for consumers who prefer to pick up their packages at a convenient neighborhood
location with extended business hours over home delivery.
When using a UPS SurePost® Mail Class, you will have the following Extra Service options:
• USPS® Endorsement
• Nonmachinable
• UPS Carbon Neutral
FedEx® Mail Classes
• FedEx First Overnight® – A service that delivers by the next day, by 8:00am, 8:30am, 9:00am or 9:30am to most
areas, and by 10:00am, 11:00am or 2:00pm to additional extended areas, depending on the destination ZIP code.
Available throughout all 50 states for packages up to 150 lbs.
• FedEx Priority Overnight® – A service that delivers by the next day, by 10:30am to most U.S. addresses; by
12:00 noon, 4:30pm or 5:00pm to remote areas, and by 12:00 noon, 1:30pm or 4:30pm on Saturdays.
Available throughout all 50 states for packages up to 150 lbs.
• FedEx Standard Overnight® – A service that delivers by the next day, by 3:00pm to most U.S. addresses; by 4:30pm
to rural areas, and by 8:00pm to residences. Available throughout all 50 states for packages up to 150 lbs.
• FedEx 2Day A.M.® – A service that delivers by the second business day by 10:30am to most U.S. addresses, and
by 12:00 noon to rural areas. Available throughout all 50 states for packages up to 150 lbs.
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Shipping (continued)
• FedEx Express Saver® – A service that delivers by the third business day by 4:30pm to most areas, and by 8:30pm
for residencies. Available throughout all 50 states for packages up to 150 lbs.
• FedEx Ground® – A service that delivers between 1–5 business days to the contiguous U.S., depending on destination
address, and 3–7 business days to Alaska and Hawaii.
• FedEx Home Delivery® - Fast residential shipping service that offers the following delivery times: Tuesday through
Friday, 9:00am to 8:00pm and Saturday, 9:00am to 3:00pm.
• FedEx International Economy® - Delivery to more than 200 countries and territories within 4-6 business days.
• FedEx International First® - A service that offers customs-cleared and door-to-door express service within two days
and early morning delivery commitment for shipments up to 68kg per package (shipment weight almost unlimited).
It's also backed by the FedEx® money-back guarantee.
• FedEx International Priority® - A service that offers delivery typically in 1-3 business days or next business
day to the U.S., Canada, Mexico and the Caribbean from most countries. Reach major cities in Europe by 10:30am
typically in two business days.
• FedEx International Ground® - A service this is a great way to get cost-effective door-to-door service, typically
within 2 to 7 business days, to every business and residential address in Canada.
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Shipping (continued)
Customs Form
When shipping to an international address or APO/FPO/DPO/US Territory, you will be required to fill out an
automated customs form. To complete the form, enter information in the requested fields.
Fields marked with a u are required.
u Contents – Select the shipment content types from the drop-down list.
Description – Add an optional description about the shipment contents.
Comments – Add optional comments about the shipment.
If the shipment is undeliverable – Select applicable option from the drop-down.
Create Item – You must fill out the fields below for each item within the shipment.
u Item Description – Add a brief description of the item.
u Quantity – Add the number of duplicate items in the shipment.
u Dollar Value(s) – Value of the product.
u Weight – The total weight of all items must equal the weight that was
captured by the scale in the Package Details.
u Country of Origin – Select the country of origin from the drop-down.
u HS Tariff Number – Enter the applicable tarrif number.
Commercial Mailers – May enter a reference number, license number, certificate number and invoice number.
u AES Exemption – Choose applicable option from the drop-down.
u Description – Add an option description about the AES Exemption.
When filling out a USPS® customs form, you will be required to check the box stating you certify that all
shipment information provided is correct and you have read the USPS® Privacy Act Statement and all other
country specific requirements.
When filling out a UPS customs form, you will be required to check the box stating that you have read the terms
and conditions for UPS provided international shipping forms.
After filling out the entire form, select the "SAVE" button and then you may print the shipping label and customs
forms by selecting the "PRINT" button.
For USPS® shipments, there are two types of customs forms:
• 1-page form – In this case, apply the single label to the package.
• Forms with multiple pages – In this case, apply page 1 to the box. All additional pages must be inserted into a
pouch that will be affixed to the box.
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Shipping (continued)
Print Shipping Label
Before printing the actual shipping label, you have the option to print a test label that will not deduct any funds
from your account. Printing a test label validates the printer is ready for printing.
To print a test label, select the [ ] icon. Choose the printer, printer type and label format and select the
"Print Test Label" button.
To print the actual shipping label, click the "Print Shipping Label" button on the single shipping screen.
Schedule a Pickup
Within the Neoship application, you have the ability to schedule a pickup.
1. Fill out the required fields for the pickup location and check the availability of pickup.
2. After pickup availability is confirmed, fill in the remaining information about the pickup:
• Number of packages, additional location instructions, date, mail class and total weight.
• Check the box that you agree to the statement and click the "SCHEDULE A PICKUP" button.
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History
Shipping History
The Shipping History tab provides a comprehensive set of reports in a standard format suitable for most applications.
Reports can also be customized by filtering the data to better suit your needs. Simply click on "Filtering criteria" to
customize reports. Easily export or print your reports.
With Neoship, users can view the last 13 months or the last 1,500 transactions.
Filtering Criteria
When running reports, you have the ability to filter the report criteria by various fields. Simply choose fields from
the drop-downs and select the "FILTER" button. If there is another filtering criterion that needs to be added, you
can do so by clicking the "Add Filter" icon.
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History (continued)
Shipment Report
View reports of shipments by carrier, service, extra services, shipments for the week and shipment amounts
by department.
23
History (continued)
Transaction Report
Transaction reports show data for shipment values and the transaction amount by month.
24
History (continued)
Activity Report
Activity reports show total shipment value spent by users.
Transactions
View all of your credit and debit transactions. Use the filtering criteria to customize your report.
25
Address Book
Manage My Contacts
To view and manage the contents within the Public and Private Address Books, select “ADDRESS BOOK” from the
menu bar, followed by “Manage My Contacts”. You have the option of viewing each book separately, together, or
by using the pull down for “Address Book Type”. You can also create a custom view tailored to meet your specific
needs. Simply select and enter the filter criteria in the three fields and click on the “Filter” button. To remove the
filtering, simply click the “Reset fields” icon with the trash can symbol.
To add an Address Book entry, click the "ADD NEW" button. Fill in the required fields and click "ADD".
26
Address Book (continued)
B
C
3. Once the file has been uploaded, it is time to design address fields to meet your specific business needs. This feature
is extremely flexible and uses a “click and drag” method for design.
There are three areas of the screen that will be used during this process.
• Available CSV Field – All of the data that was just uploaded from the .CSV file is located here.
• Map CSV Field – Data elements from the “Available CSV Field” will be moved to the “Map CSV Field” based on
your business requirements.
Note: The system is flexible enough that you can move multiple fields from the “Available CSV Field” into “Map CSV
Field”. For example, you can drag the last name from the “Available CSV Field” to the “Map CSV Field”. Next, you can
drag the first name from the “Available CSV Field” to the “Map CSV Field”. You have the option for each field to be
independent
of one another, or you can combine both into one field.
• Address Field – Represents the end result of how data elements were arranged in the “Map CSV Field” area.
27
Address Book (continued)
4. Before the import can be completed, scroll down to the bottom of the page. On the left side you will notice
the following:
• Decide if you want to save the addresses to a “Public” or “Private” Address Book. Make a selection using the
drop-down menu.
• If you want the “auto correction” feature enabled, click the checkbox.
• Decide how you want to handle duplicate addresses by selecting the appropriate option.
• Click “Import Now” to import the addresses.
5. Once the addresses are imported, you will receive the “Import Status” which will provide the number of lines that
imported successfully. The Address Book import has been completed.
28
Settings
My User Account
The “My User Account” page displays profile information for the user that is currently logged into the system.
To edit any of the fields, simply make necessary changes and click the “UPDATE” button.
My Preferences
The "My Preferences" page drives the behavior of the Neoship application when printing a label and customs form.
Shipping Label Printer Options:
1. Printer - Choose between either your default operating system printer or another specific printer that is attached
to your workstation.
2. Printer Type - Choose between either a standard or thermal printer.
3. Print Label Defaults
Standard Formats:
• Label only on a single sheet of paper
• Label and receipt on a single sheet of paper
• Label and receipt on separate sheets of paper
Thermal Format:
• 4”x6” label adhesive
4. Label Charges - when printing a label in Step 4, the label charges will be charged to your Quadient Postage
Funding account. This option allows you to accept the charges without having to select the checkboxes
associated with printing a shipping label.
29
Settings (continued)
Forms Printer Options:
The forms printer is used to print international custom forms.
Please note, customs forms can only be printed to a LaserJet printer. By default, Neoship will print the
customs form to your default computer LaserJet printer if you do not set up a printer in Neoship.
To save any changes you have made in the “My Preferences” screen, click the “SAVE” button.
30
Settings (continued)
To add a new “Ship From Address”, click the “ADD NEW” button and enter address information. As part of the
Ship From Address, you are required to enter an "ID". The ID field can be used to manage departments, which
allows you to track, charge back and report on shipment transactions per each individual department ID.
Neoship ADVANCED supports up to 1,000 departments. This address will be available as an optional address.
Save changes by clicking the “ADD” button on the bottom of the screen.
Character
Field
Count
ID 35
Name #1 34
Name #2 34
Address #1 38
Address #2 38
Address #3 38
State 2
Postal Code 10
City 28
Reference #1 35
Reference #2 35
Email 45
Phone 10
Mobile 10
Fax 10
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Settings (continued)
Carrier Setup
Select the Carrier Setup option to commission carriers and configure your USPS® account. To commission a FedEx or
UPS account, you are required to have your account created prior to following the commissioning process.
FedEx®
From the FedEx tab, you may commission a single FedEx account.
1. Enter the FedEx account number in the provided fields.
2. If you are eligible for SmartPost rates, enter your SmartPost Hub ID in the provided fields.
3. Next, you are required to enter the Company Name, First Name, Last Name, Email Address, Phone Number,
Street Address 1, City, State, and Zip for the account you wish to commission.
4. If the address on file is a residential address, select the residential check box.
5. You are required to select the check box accepting the FedEx Terms and Conditions.
6. Once the required fields are filled out, select the “COMMISSION” button to commission the account.
7. You may enable or disable FedEx from the main shipping page by selecting the Carrier Status toggle.
8. Once you return to the main shipping page, you will see your pre-negotiated rates when shipping with FedEx.
32
Settings (continued)
UPS®
From the UPS tab, you may commission a single UPS account.
33
Settings (continued)
USPS®
From the USPS® tab, you must configure Library Mail and Media Mail® rates. To enable these rates, follow the
steps below:
1. If you are eligible to ship Library Mail and you want to view Library Mail rates on the main shipping page,
you must select the Library Mail checkbox.
2. If you ship items that qualify for Media Mail rates and you want to view Media Mail rates on the main
shipping screen, you must select the Media Mail checkbox.
3. Select the “SAVE” button to save your changes.
4. You may enable or disable USPS® from the main shipping page by selecting the Carrier Status toggle.
5. Once you return to the main shipping page, you will see the enabled rates.
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Settings (continued)
3. Click the “Transfer Admin Role” [ ] icon.
All Neoship functionality and privileges are displayed. To add or decrease privileges, simply click the box next
to the feature you are looking to add or remove.
Once all privileges have been assigned, click “MODIFY”.
35
Help
Contact Us
The "CONTACT US" button may be used to contact the system administrator. Once you select "CONTACT US,"
you may enter a support ticket.
36
Help (continued)
Please refer to the compatibility matrix below which outlines which devices and browsers work with the
Neoship application:
37
Additional Features
Reset
The “Reset” icon, located in the upper right corner of the main page, allows you to clear all package label
information and start over from the beginning.
Note: The reset icon is only available for use prior to printing a label.
Help
The question mark icon depicts “Help”. It is located on the main page as well as on other screens within
the application. When you click on the “?”, information relating to the screen will be displayed.
Note: Help content is screen specific.
Funds
The “Funds” icon, which resembles a dollar symbol, on the main page allows you to view your Quadient
Postage Funding account information. You will be able to view Available Credit, Remaining Credit, Credit
Used, Pending Transaction Amount, Bill Day of Month and whether or not your account is enabled.
Schedule a Pickup
The “Schedule a Pickup” icon, which resembles a truck, on the main page allows you to schedule a free
Package Pickup by the USPS® during regular mail delivery if you’re using an expedited service like Priority
Mail® or Priority Mail Express®. You may also make changes to a scheduled pickup or cancel it once
arranged.
Email Notifications
During the process of entering the recipient's address information, users also have the option to send email
notifications. Notifications can be sent to the recipient, shipper and a third party.
By default, the shipper's email address is the email address entered by the admin. This field cannot be changed.
Add recipient email addresses or third party email addresses as needed for shipments. If an email address was added
when creating a contact in the Address Book, that field will automatically populate, but it can be changed.
Users can also configure which notifications the various recipients should receive:
• "Shipment creation" will send the tracking number to the recipient.
• "All events" will send the recipient various emails as the package moves through the mail stream.
• "Delivery/Delivery Attempt" will send an email to the recipient when the package is delivered to
the destination.
38
Additional Features (continued)
Cancelling a Shipment
The system will allow you to cancel a completed shipment before the end of the shipping day in which the
label was printed (10:00pm Central Time). Cancelled shipments will not be charged to your Quadient Postage
Funding account. You will be warned that the cancelled shipping label is to be destroyed. However, if a cancelled
shipment label is ultimately scanned by the USPS® in the mailstream, your Quadient Postage Funding account
will automatically be charged for the original amount of the shipment.
Upon cancellation of a shipment, the status of the shipment transaction will be updated to "Cancelled".
The User ID and time/date stamp of the cancelled event will be saved with the transaction history.
You will be presented with three choices when cancelling a shipment:
1. Create an identical shipment with a new tracking number.
2. Modify one or more of the shipment details before creating a new shipping label with a new tracking number.
3. No new shipment to be created.
At the conclusion of each shipping day, the “CANCEL” button will be removed from the transaction history display.
Customers will retain the option to request a refund of 90% of the package total for the remainder of
the 24 business hours that the packages are eligible for refunds.
To initiate a Cancel Shipment, select “Shipping History” from the “HISTORY” drop-down menu, and in the “Refund/
Cancel” column, select “CANCEL”.
Once the cancellation is initiated, a pop up message will appear alerting you to destroy the label and not to induct
it into the mailstream. If you do induct the label into the mailstream after requesting a void, you will be charged for
the postage on the label. You have the option to accept or not accept these terms and conditions. As soon as the
cancellation is initiated, 100% of the funds will be replenished into the Quadient Postage Funding account.
To view a cancelled shipment, select “Shipping History” from the “HISTORY” drop-down menu and on the
“SHIPMENT LIST” page, click “Filtering criteria”. Select “Cancelled” from the Cancelled drop-down menu and
click the “FILTER” button.
For a cancelled shipment, the following icon will be displayed in the “Refund/Cancel” column.
Requesting a Refund
In the event a shipping label was printed in error, you have the ability to request a refund. When requesting a refund,
your Quadient Postage Funding account will be credited 90% of the value amount. The refund option
is available for one business day from the date printed on the label.
To initiate a refund, go to “HISTORY”, then “Shipment History” and in the “Refund” column, select “Get refund”. Once
the refund is initiated, a pop-up message will appear alerting you that applying for a false or fraudulent refund is
against the law. You have the option to back out of the refund process or continue with it. You will notice that once the
refund is initiated, a dollar sign symbol and a green arrow appear. This is referred to as a “conditional refund”. As soon
as the refund is initiated, 90% of the funds will be replenished into the account.
Note: The USPS® will research “refund requests” and if the request is rejected, the refund amount will be reversed in
the Quadient Postage Funding account. The research process will take up to 45 days from the
initial refund request.
Once the refund request has been completely researched, the icon will change in the “Refund” column. For rejected
refund requests, a red “X” will appear. For refund requests that are accepted, a green check mark “√” will appear.
39
Additional Features (continued)
Downloading Documents
Neoship ADVANCED provides the ability to obtain and store a USPS® Proof of Delivery letter for each item that is
processed and each international customs form. A .PDF on USPS® letterhead will be available with the following details:
• Tracking number
• Time and date of delivery
• Delivery address
• Recipient signature and address
The Proof of Delivery feature is available whenever one of the following Mail Classes and/or Extra Services
is selected or a combination thereof:
• Priority Mail Express
• Adult Signature Required
• Adult Signature Restricted Delivery
• Electronic Return Receipt
• Signature Confirmation
The international customs form letter will be downloaded as a .PDF format.
To view either document follow the instructions below:
1. Hover over “HISTORY” and click “Shipping History”.
2. Click on the "POD" (Proof of Delivery) icon or International icon to view the document. The POD icon is “green” when
the delivery information is available.
3. There are three ways to obtain a copy of each document, including Direct Download, Print and Email.
A B
40
Additional Features (continued)
A. Download: To download a copy of the letter, simply click “Download” and follow the instructions on
your screen.
B. Print: To print the PDF file, click the “Print” button. Using the drop-down, select the printer you want
to use and click “OK”.
C. Email: To email a copy of the letter, simply fill in the appropriate email address and click “email”.
The following messages will appear:
Logout
To logout of the Neoship application at any time, simply click the “Logout” icon on any display screen.
Note: If you logout during one of the four steps prior to printing the label, when you log back
in to the Neoship application you will be returned to where you left off in the process.
41
Notes
42
Notes
No part of this document may be reproduced or distributed in any form or by any means without the express
permission of an authorized representative of Quadient. This manual and all information contained therein
are confidential and may only be disclosed as necessary to support customer use of the equipment.
Limitations of this Manual
The information presented herein is subject to change. Quadient, Inc. assumes no liability whatsoever
for any losses or damages resulting from use of this information.
43
Quadient® and the Quadient logo are registered
trademarks of Quadient group AG. All other company and
product names may be trademarks and are the property of
their respective owners. All information in this document,
including descriptions of features, functions, performance
and specifications is subject to change without written
notice at any time. www.quadient.com
1.800.636.7678
©2020 Quadient All Rights Reserved. Q249 02/20