Desktop

The Parcel Desktop Application allows you to quickly and easily process packages from your desktop computer. All you need to use the Desktop Application are the following:

• Access to your company's intranet (requires a Web browser and network connectivity)

• Connection to a local or network printer

• Use of a scale to weigh the package

With the Desktop application, you can process domestic packages or pre-process international or oversize packages. After you complete Step 5, a paper label prints from the printer you set up to use with Desktop shipping. You can then leave the package at the pickup station in your area. When the delivery person drops off packages in your area, they will pick up any packages at the pickup station and bring them to the mail room for furthering processing and eventual pick up by the carrier with which you selected to ship the package.

There are only five steps to processing a package with the desktop application. Simply click \[NEXT\] after completing a step to proceed to the next step. Or use the bars on the left side of each page to navigate through the steps. Note that you must complete Steps 2 and 3 in order to ship the package.

Step 1 - Sender Address Information

If you completed the Sender Location Tab on the My Preferences page, that address appears by default. Otherwise, your shipping location address appears by default. This address appears as the 'From' address on the shipping label and supporting documentation. This address is also used as the return address if the package needs to be returned.
If you want a different 'From' address or return address to appear on the shipping label (for example, if there is a special address for handling returns), select a different location using the Location hyperlink at the top of the page or edit the following text boxes as needed. Required boxes are bolded.

Click NEXT to proceed to Step 2 . Or click CLEAR to clear the address information from this page.

Step 2 - Recipient Address Information

Supply the recipient's address on this page. You can do this in one of two ways:
If the recipient's address appears in an address book to which you have access, you can retrieve the record (by clicking the search next to the Customer text box) to automatically complete the text boxes on this page.
- or-
Manually type the information. Required boxes are bolded.

Click NEXT to proceed to Step 3 . Or click \[CLEAR\] to clear the information from this page.

Step 3 - Package Information

Use this page to enter package information including weight, dimensions, and Special Services.

If any of the following apply to your package, select the appropriate check box.

Complete the following boxes if they apply to your package.

Use the buttons at the bottom of the screen as follows:

Step 4 - Rate Shop

After you enter the package information in Step 3, Parcel uses the information to perform a rate shop (or rate comparison) among the carriers and services that your company ships with. This page displays the results of that rate shop. This page does not display for international or oversize packages.
Use this page to compare the package's shipping cost among the different carriers and services and to select the carrier and service best suited to ship the package. The rate shop results are organized by transit time and sorted by rate with the least expensive rate at the top. The preferred service is highlighted.
To select the service with which to ship the package...

1. Click the blue hyperlinked word "Select" in the row of the service with which you want to ship the package.

2. After you click the hyperlink, the application displays the package information in Step 5.

3. To view a list of reasons why certain services are not included in the rate shop results, click the Excluded Services hyperlink at the bottom of the page.

Step 5 - Ship

After you select a service with which to ship the package and click its rate in Step 4, a summary of all of the package information you entered appears in Step 5. To complete the shipment, first verify the information, add any options, then click SHIP at the bottom of the page.

To complete the shipment, do the following:

1. Verify the information on the page. To correct any information, click the Step bar on the left side of the page to go back to the step where you entered the information and correct it.
   To view an itemized list of the charges for the package, click the Total Freight hyperlink.
   To keep the recipient address in the Desktop application so that it automatically appears in Step 2 the next time you process a package, select the Keep Address check box.

2. Use the buttons at the bottom of the page to continue.
   

   Click this button...	To...
   CANCEL	Return to Step 4 and the rate shop list to select a different service with which to ship the package.
   OPTIONS	Add any Special Service options to the package.
   SHIP	Ship the package.

   
   After you click SHIP, Parcel displays the shipment label in a popup window. To print it on the printer you set up for desktop shipping, click the File menu and select Print.For all carriers and shipments, after a successful Desktop Ship operation, Parcel also displays a confirmation message in the message bar at the top of the screen. This message includes the tracking number of the package.
   

Warehouse

The Warehouse module is designed so that you can process a shipment from a single screen. Related information is grouped in sections on this main shipping screen.
In addition, you can access the following functionality from the Warehouse screen:

• Additional data-entry fields for other addresses and international shipment details via the tabs across the top of the screen.

• Other screens for Special Services and consolidating shipments via buttons on the main shipping screen.

• Databases from various fields to automatically populate the main shipping page with pre-recorded data.

To access the main shipping page of the warehouse application, click the Ship menu then select Warehouse.
Note: When you select Warehouse, the Warehouse screen opens to the Receiver tab by default. By default, Parcel automatically populates the Sender tab with the information for the selected shipper location.
To learn how to use the Warehouse page, see Processing a Shipment - Main Steps .
Click one of the following links for detailed instructions on processing a shipment:

From Hold

After you process a shipment to Hold , and you are ready to actually ship it (commit it the System of Record database, print the shipping label and other documentation, and stage it for carrier pickup), you need to release the shipment from Hold.
To release a shipment from Hold...

1. Click the Ship menu and select From Hold.

2. In the From Hold - Find a Hold Shipment section, enter some criteria by which to search for shipments that were processed to Hold.

   Use this box...	To do this...
   Shipment Number	Find a specific shipment. If you have the shipment number that Parcel assigned to the shipment when it was processed to Hold, type that number.
   Carrier	Search for shipments processed with a certain carrier. From the list, select the carrier that was used to process the shipment to Hold.
   From Date / To Date	To display shipments that were processed to Hold within a specific time frame, type the date range or use the calendar to select the dates.
   Where / Equals	To find shipments based on a specific piece of information. In the Where list, select the data type, then type the corresponding information about the shipment you want to find in the Equals box. For example, to search for a shipment for a specific customer, select 'Ship To' in the Where list, then type the customer's name or customer ID in the Equals box.
   Location	Select the DC location.
   Source	Search the shipments that are On Hold based on different sources of origin. The available sources are: Warehouse, Connect, Group, Batch, Failed Group, Failed Batch.

3. Click SEARCH to search for shipments that match the information you entered. If no shipments that match the information can be found, a message is displayed at the top of the page. Otherwise, the matching shipments appear in the Search Results section in the lower part of the page.
   Note: The number of records that appear in the first window is a setting in your profile.
   - or -
   Click CLEAR to clear the boxes to begin a new search.

4. In the Search Results section, locate the shipment you want to release from Hold:

   • You can sort the results by clicking the column labels.

   • If there are more results than can fit on the page, use the right arrow to view the next pages. Then use the left arrow to go back to the previous pages.

5. Once you have located the shipment you want to release from Hold, select the radio button in the far-left column of the shipment, then click EDIT SHIPMENT.

6. The shipment information is populated on the Warehouse page. You can edit the information if necessary. When you are done editing the shipment, click SHIP. This commits the shipment to the System of Record database and prints the shipping label and other documentation for the shipment.

   Note: Carrier Packaging Type is associated with a specific Parcel. When you retrieve a shipment from Hold, to display the correct Carrier Packaging Type for that parcel, you need to select the parcel from the list, and then click EDIT. This action displays the Carrier Packaging Type you selected earlier for this parcel before performing the Ship to Hold.

Default values with From Hold processing

When performing a From Hold operation, Parcel populates any blank fields with their default information in the following preferential order:

1. Non-blank, user-entered information at ship time.

2. User Profile Defaults.

3. Carrier Shipper Defaults Address tab.

4. Location Defaults.

You need to take this protocol into account if you change any information when performing a From Hold operation.
For example, if the following is the default information for Sender (Shipper):
Shipper Defaults Address tab, Address 1: 1 Main St.
Shipper Defaults Address tab, Address 2: Bldg. 1
Shipper Defaults Address tab, Address 3: 1 Main St.
And the user enters the following information when shipping To Hold and From Hold:
(Sender) Address 1: 212 Faraway Rd.
The fields on the From Hold shipment are populated as follows:
Address 1: 212 Faraway Rd.
Address 2: Bldg. 1
Address 3: 1 Main St.
As an additional example, suppose you are using the Shipper Defaults information for Sender and populate all three address fields for a Sender location in Shipper Defaults. When performing a From Hold operation, if you change this information so that the third address field is blank, Parcel populates this field with the default value entered in Shipper Defaults.

Close - Closing Carriers

Before you can release shipments for pickup by the carriers, you must close those shipments in Parcel. When you close a carrier's shipments, a manifest is created. For some carriers, you can then upload the manifest to the carrier's server electronically. You can also print any required reports that must accompany the shipments when the carrier's driver arrives to pick them up.
Notes:

• The buttons that are displayed along the bottom of the Close Manifest screen are carrier specific. To activate buttons for a specific carrier, perform a search on that carrier (see below) to return only shipments by a specific carrier. The close options for that carrier will then be displayed as buttons at the bottom of the screen. If you have shipments for all carriers displayed, then only the CLOSE is displayed.

• For supported carriers, you can use Parcel's Close by Trailer ID functionality. See the following topic: Trailer ID .

To close a carrier and create a manifest...

1. Click the Ship menu and select Close.

2. In the Close Manifest section, enter the criteria by which to search for shipments or manifests:

   In this box...	Do this...
   Carrier	Select the carrier whose shipments or manifests you want to close or upload. To search all carriers, select All.
   Group By	Select a method of grouping shipments on the manifest:
   Method	Description
   None	No grouping of shipments on the manifest.
   Each Service	Groups shipments by service level.
   Domestic/Intl	Separates shipments into domestic and international groups.
   Status	Select the status of the carriers or manifests that you want to view:
   Status	Description
   All	Shipments/manifests of any status
   Open	Shipments/manifests that have not been closed yet.
   Closed	Manifests that have been closed.
   Uploaded	Manifests that have been uploaded to their carriers.
   Location	Select the DC location.
   Date	Use the calendar to select the ship date whose shipments/manifests you want to close or upload. Today's date appears by default.
   Manifest Number	If you know the manifest number of a specific manifest that you want to upload, type the number.
   Auto Upload / Print Docs	Select this check box to print all the documents when user is doing auto upload.

3. Click SEARCH to search for shipments/manifests that match the information you entered. If no shipments/manifests that match the information can be found, a message is displayed at the top of the page. Otherwise, the matching shipments/manifests appear in the Search Results section in the lower part of the page.
   Note: The number of records that appear in the first window is a setting in your profile.
   - or -
   Click CLEAR to clear the boxes to begin a new search.

4. In the Search Results list, locate the shipments/manifests you want to close or upload:
   

   • You can sort the results by clicking the column labels.

   • If there are more results than can fit on the page, use the right arrow to view the next pages. Then use the left arrow to go back to the previous pages.

   • If the manifest number appears, you can click it to go to the Reports page.

5. Select the shipments or manifests that you want to close or upload by clicking the radio button in the left-most column for that shipment or manifest. Then click the appropriate button at the bottom of the screen. Note you must close the carrier's shipments before you can upload them.

   Click this button...	To do this...
   CLOSE	Close the shipment and create a manifest. This uploads the manifest to a carrier's server. A 'Success' message appears on successful manifest generation and uploading. In case of a failure, an error message gets displayed. Click on the Error to get the details. In case the manifest has already been generated for the shipment, the application tries to upload it without trying to create manifest. In case manifest has already been uploaded, those shipments will remain untouched. Note: You cannot void a shipment once it is closed.
   UPLOAD	Generate manifest. However such manifests are not uploaded to a carrier's server. For each account, maximum four interim closures are permitted. A 'Success' message appears on successful closure of a shipment. In case of a failure, an error message gets displayed. Click on the Error to get the details. In case shipment has already been closed, those shipments will remain untouched. Note: You cannot void a shipment once it is closed.

   Notes on closing FedEx shipments

   Take note of the following limitations when closing FedEx shipments:
   Force Close Time − It is important that you close FedEx shipments before the force close time setting configured on the FedEx Server. If you do not close FedEx shipments before the force close time setting, the FedEx Server force closes those shipments. When the FedEx Server force closes shipments, the status of those shipments is not updated to closed in Parcel. Because this can lead to confusion when viewing the status of FedEx shipments, you should close FedEx shipments in Parcel before the FedEx Server force closes them. You can use the Scheduler features in the System menu to schedule the closing of FedEx shipments in Parcel before the force close time.
   Parcel now supports closing FedEx shipments by service. The following Close by Service options are available: - FedEx Ground® - FedEx Express Saver® – - FedEx International Priority DirectDistribution®

Note: You can also still Close FedEx shipments using All (set the value of Group By to None).

From Batch

Printing, Viewing, Exporting and Uploading Reports

After you close a carrier's shipments, you can print, view, export and upload reports to accompany the shipments when the carrier's driver arrives to pick up the shipments. This version of Parcel supports three types of reports (see the following sections).
To print, view, export or upload a report...

1. From the Ship menu, select Reports, and then select the type of report you want to view, export, print or upload.
   The following types of reports can be generated:

   • Carrier Manifests

   • Express Cheque

   • Shipment Status

   • Shipment Cost Analysis

   • Trailer ID

   • ETD Document Upload
     The screen for configuring the type of report you selected is displayed.

2. Select the values you want from the drop-down lists (see the following sections), and then select the mode for generating the report (print, view, export or upload as a file — note that available modes depend on the type of report).

Carrier Manifests

This report displays carrier manifests, which represent the shipments done during a day.
To view and print Carrier Manifests...

1. From the Ship menu, select Reports > Carrier Manifests.

2. Select the appropriate values from the following drop-down lists:

   In this field...	Do this...
   Carrier	Select the carrier for which you want to view the manifest.
   Date	Click the Calendar to display a calendar and select the date of the manifest.
   Service	To print a report for a specific service, select the service from the list. (This is required only for DHL.)
   Document	Select the carrier document (manifest) you want to print. The list displayed depends on the carrier you select. For a description of a carrier's documents, see the Carrier Compliance topic for the carrier.

3. Click one of the following:

   Buttons..	To...
   SEARCH	Search the manifests that matches criteria specified.
   VIEW	Generate the manifest and view it.
   PRINT	Take the print out of the manifest generated.

4. If no reports match the criteria provided, then a message is displayed at the top of the page. If there are more results than can fit on the page, use the right arrow to view the next pages. Use the left arrow to go back to the previous pages.

Shipment Cost Analysis

This report provides detailed information about the cost incurred for shipments done within a specified period.
To view or export a Shipment Cost Analysis report...

1. Click the Ship menu and select Shipment Cost Analysis from Reports.

2. Complete the following boxes:

   In this box...	Do this...
   From Date	Click the Calendar Icon to select the start date for searching shipment. One week prior to the current date appears by default.
   To Date	Click the Calendar Icon to select the end date for searching shipment. The current date appears by default.
   Account	Select the distribution center location.
   Sort By	Select the sort criterion. Available options are as follows: Account Origin City Origin Province Destination City Destination Province Product Type Outbound PIN Carrier Weight Payment Method Reference1 Pieces Receiver Name Shipment Date Base Surcharges Subtotal Tax Total Shipment Date is selected by default. |
   Sort Order	Sort the records by ascending or descending order. Ascending order is the default sort order.
   Output	Select the format for report output from either of the two options: Print to Screen or Export as CSV. Print to Screen is the default output criteria and displays the results on the browser.
   Display the marked up shipping cost only	Select [Yes] to display the shipment commission, charged by a particular account, in cost analysis output. or Select [No] if you do not want to display the commission cost while analyzing the total cost of shipment
   Display actual, contract rate based cost only	Select [Yes] to display only the actual cost of shipment in the report output. or Select [No] if you do not want to display the actual shipment cost while analyzing shipment cost.
   Display both cost types in the report	Select [Yes] to display both commission value and actual cost in the report output. or Select [No] if you do not want to display both the cost in the report output for cost analysis.
   Display mark up percentage for any of the cases above	Select [Yes] to display the percentage of commission in the total cost of shipment in report output. or Select [No] if you do not want to display the percentage of commission in report output for cost analysis.

3. Click one of the following buttons:

   Click this button...	To...
   SUBMIT	Search for all records based on the information supplied and output the result based on the output format selected.
   CLEAR	Clear the selections and reset the fields to default values.

4. If no reports match the criteria provided, then a message is displayed at the top of the page. If there are more results than can fit on the page, use the right arrow to view the next pages. Use the left arrow to go back to the previous pages.

Trailer ID

This report displays shipments for a particular carrier that were assigned a particular Trailer ID in a particular date range.
To view and print a Trailer ID report...

1. On the Ship menu, select Trailer ID from Reports.

2. Complete the following boxes.

   In this box...	Do this...
   Carrier	From the drop-down list, select the carrier for which you want to view shipments by Trailer ID.
   Trailer ID	The Trailer ID box has the following functionality: Type an existing Trailer ID in the blank Trailer ID field to display shipments with that trailer ID. Click Plus to add it to the list of Trailer IDs displayed in the drop-down list of Trailer IDs (see next bullet). Select an existing Trailer ID from the Trailer ID drop-down list as follows. With the Trailer ID field blank, press the Backspace key to display the drop-down list of all Trailer IDs previously entered for this carrier or type in the initial character or characters to activate predictive text for the Trailer ID that begins with those characters. To delete a Trailer ID from the Trailer ID drop-down list, select the Trailer ID, and then click Minus to the right of the field.
   Sort By	From the drop-down list, select the sort criterion.
   Output	From the drop-down list, select the format for report output from one of the following options: View on Screen – Displays the results in your browser. Export as CSV – Saves the output as a CSV file.
   From Date	Use the Calendar to select the start date for searching shipment. One week prior to the current date appears by default.
   To Date	Use the Calendar to select the end date for searching shipment. The current date appears by default.
   Sort Order	From the drop-down list, select whether to sort the records by Ascending or Descending order.
   Account	From the drop-down list, select the distribution center location or select ALL (the default) to return a list of shipments with the specified Trailer ID for all locations.

3. Click one of the following buttons:

   Click this button...	To...
   SUBMIT	Search for all records based on the information supplied and output the result based on the output format selected.
   CLEAR	Clear the selections and reset the fields to default values.

   
   

4. If no reports match the criteria provided, then a message is displayed at the top of the page. If there are more results than can fit on the page, use the right arrow to view the next pages. Use the left arrow to go back to the previous pages.

ETD Document Upload

This report displays about the ETD document upload status of the FedEx shipments done in a specific date range.
To upload ETD Documents...

1. From the Ship menu, select Reports > ETD Document Upload.

2. Complete the following boxes.

   In this field...	Do this...
   Tracking Number	Enter the Tracking Number of the ETD shipment.
   EWO/ETD	From the drop-down list, select the type of shipment to upload. The values available for selection are: ETD EWO Both Note: ETD is selected by default.
   Location	From the drop-down list, select the location of the ETD shipment. Note: 'All' is selected by default.
   Action	From the drop-down list, select the action of the ETD shipment. The values available for selection are: All Upload Pending Note: 'Upload Pending' is selected by default.
   From Date	Click the calendar to select the start date or type in this format: MM/DD/YYYY where MM is the two-digit month, DD is the two-digit day, and YYYY is the four-digit year.
   To Date	Click the calendar to select the end date or type in this format: MM/DD/YYYY where MM is the two-digit month, DD is the two-digit day, and YYYY is the four-digit year.

3. Click one of the following:
   

   Buttons..	To...
   SUBMIT	Search for the ETD shipments based on the information supplied.
   CLEAR	Clear the selections and reset the fields to default values.

4. If no ETD shipments match the criteria provided, then a message is displayed at the top of the page. If there are more ETD shipments than can fit on the page, use the right arrow to view the next pages. Use the left arrow to go back to the previous pages.
   The following table shows the ETD shipments details displayed in the grid.

   Field	Description
   Tracking #	Displays the Tracking Number of the ETD shipment.
   ETD/EWO	Displays the types of shipment.
   Doc Uploaded	Displays the types of ETD document uploaded such as Commercial Invoice, Certificate of origin, Pro Forma Invoice, USMCA - Certificate of origin, USMCA - Commercial Invoice - Certificate of origin, SLI (Shippe'sr Letter of Instruction), Other Document 1 or Other Document 2.
   Doc Type	Displays the types of ETD document such as FedEx, Parcel or Customer.
   Upload Status	Displays the Upload Status of ETD document such as Successfully Uploaded, Upload Pending, Upload Unsuccessful, Virus Detected, File too Large, Invalid File Format, Invalid Document Type, Invalid Filename, System Error or Duplicate File.
   Status Time	Displays the Upload Status Time of ETD document in YYYY-MM-DD HH:MM:SS format.
   Action	Displays with [Upload] and [Status] for the failed upload document. Click [Upload] to upload the ETD document for pending or failed documents. Click [Status] to check for the latest UploadStatus of the ETD documents.