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Location

From the list, select the location from which you are processing the shipment. The location configured in your Preferences appears by default.

Ship Date

If the shipment will not be picked up until tomorrow or if you are future-shipping the shipment, click the ship date hyperlink and select the future date from the popup calendar. Parcel displays today's date by default.

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Shipment Number

If you want to retrieve a shipment from a database, click search to select the shipment number or type a shipment number in the box.

Note: If you leave this field blank, Parcel automatically assigns a unique shipment number when you click Ship.

Customer Code

If you use a customer database, click search to select a customer record from one of the Address Books or type the customer code and press the Tab key. When you press the Tab key after specifying the customer code, the search is performed in the address books in a specific order.

To enter a new customer that you want to save to the customer database, click icon and add the customer to the Personal, Global, or Mailing address book.

Note: When you click the icon with the Customer Code field blank, the Address Book opens in a separate window. To populate the Receiver fields with existing customer information, search for and select the appropriate customer address in the Address Book window, and then click [DONE]. For more information, see the Help topic: Using the Address Book. To enter customer data manually, refer to the following rows of this table.

Country
(required field)

From the list, select the country where the customer resides.

Company/Name

Type the company name of the customer.

Attention To

Type the customer's name.

Address 1
(required field)

Type the customer's street address.

Address 2

Type any additional address information such as apartment number or floor.

Address 3

Type any additional address information such as apartment number or floor.

City
(required field)

Type the customer's city.

State/Province
(required field)

From the list, select the customer's state or province if shipping to the United States, Puerto Rico, Canada, Mexico, and Australia.

Postal Code/ZIP
(required field)

Type the customer's postal code.

Phone/Ext

Type the customer's phone number. This is required for international shipments and may be required for other types of shipments as well, depending on carrier requirements.

Fax Number

Type the customer's Fax number.

E-mail

Type the customer's e-mail address if available.

Government Id

Type the Receiver Government Id details, which is selected from Government Id Type drop-down field.

Government Id Type

From the list, select the type of Receiver Government ID.

•  Passport ID  

•  Resident ID

•  Company ID

•  Employer Identification Number  

•  DUNS Number  

•  BUSINESS_NATIONAL  

•  BUSINESS_STATE  

•  BUSINESS_UNION

•  PERSONAL_NATIONAL

•  PERSONAL_STATE

•  EORI Number  

For Examples:

• In the US it can be a DUNS Number, a Social Security Number, or a Government assigned Exporters ID Number (EIN). In Canada it is referred to as the Tax ID Number.

• In the UK it can be a EORI (Economic Operator Registration & Identification) Number. In UK for DPD Carrier it is referred as the Tax ID Number.

Address

Residential: If the customer's address is a residence, select the Residential check box.

Validate: If you want to validate the address, select the Validate check box/ click the Validate hyperlink. The application also validates that if you are shipping to a P.O. Box that the carrier you select delivers to P.O. Boxes. Suggestions are provided to enable you to input valid values, and error messages warn you of invalid values.

Add/Update To Address Book

This check box works as follows:

•If you do not populate the fields on the Receiver tab from the Address Book (using the Customer Code field) and are entering new address information, the Add To Address Book field appears at the bottom of the Receiver tab. Use this field to add the address information you entered to the Address Book as follows:

a.Select (check) the Add To Address Book check box.

b.From the drop-down list, select Personal (the default) or Global, depending on whether you wish to add the information to your Personal Address Book or to the Global Address Book.

   When you perform the shipping operation, Parcel automatically adds the address information on the Receiver tab to the specified Address Book.

•If you populate the address fields on the Receiver tab from the Address Book using the Customer Code field, the Update To Address Book field appears at the bottom of the Receiver tab. Use this field to update the existing address information in the Address Book as follows:

a.Edit the address information on the Receiver tab.

b.Select (check) the Update To Address Book check box. Note that the drop-down list is deactivated (grayed out). The address information is updated in the Address Book from which the fields on the Receiver tab were populated.

   When you perform the shipping operation, Parcel automatically updates the Address Book with the address information on the Receiver tab.

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Customer Code

If you use a customer database, click icon to select a record or type the sender code and press the Tab key. When you press the Tab key after specifying the customer code, the search is performed in a specific order.

To enter a new sender that you want to save to the sender database, click icon and add the customer to the Personal, Global, or Mailing address book.

Country
(required field)

From the list, select the country where the sender of the shipment resides.

Company/Name

Type the company name of the sender.

Attention To

Type the customer's name.

Address 1
(required field)

Type the sender's street address.

Address 2

Type any additional address information such as apartment number or floor.

Address 3

Type any additional address information such as apartment number or floor.

City
(required field)

Type the sender's city.

State/Province
(required field)

From the list, select the sender's state or province if shipping to the United States, Puerto Rico, Canada, Mexico, and Australia.

Postal Code/ZIP
(required field)

Type the sender's postal code.

Phone/Ext

Type the sender's phone number. This is required for international shipments.

Fax Number

Type the customer's Fax number.

Email

Type the customer's e-mail address if available.

Government Id

Type the Sender Government Id details, which is selected from Government Id Type drop-down field.

Government Id Type

From the list, select the type of Sender Government ID.

•  Passport ID  

•  Resident ID

•  Company ID

•  Employer Identification Number  

•  DUNS Number

• BUSINESS_NATIONAL  

•  BUSINESS_STATE  

•  BUSINESS_UNION

•  PERSONAL_NATIONAL

•  PERSONAL_STATE

•  EORI Number

For Examples:

• In the US it can be a DUNS Number, a Social Security Number, or a Government assigned Exporters ID Number (EIN). In Canada it is referred to as the Tax ID Number.

• In the UK it can be a EORI (Economic Operator Registration & Identification) Number. In UK for DPD Carrier it is referred as the Tax ID Number.

Address

Residential: If you give Sender and Receiver addresses to perform the Home Delivery Return shipments for FedExWS carrier, select the Residential check box.

Validate: If you want to validate the address, select the Validate check box/click the Validate hyperlink. The application also validates that if you are shipping to a P.O. Box that the carrier you select delivers to P.O. Boxes. Suggestions are provided to enable you to input valid values, and error messages warn you of invalid values.

Click this tab...

To supply address information for the...

Bill To

Party to whom the bill for shipment charges should be mailed.

Exporter

Exporter of the shipment.

Importer

Importer of the shipment.

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Type...

Cost Center

The cost center to which shipment charges should be billed if the shipper is paying.

Reference 1- Reference 5

Additional information about the package.

Notes

Text to appear at the bottom of the shipping label and on the Bill of Lading if one is being used for the package.

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Ship Via

If you want to use a Rate Shop key to process the shipment, select it from the list.

Note: By default, all Rate Shop keys created for mapped multiple carriers and multiple locations (origin and destination locations) appear in this list.  

Carrier

To use a standard or generic carrier for the shipment, select it from the list.

Service

If you selected a carrier, select the service to use with that carrier from the list.

The order in which services appear in this list is defined on the Vendor ID Mapping page of the System menu.

Delivery Date / Time

If you selected a rate shop key in the Ship Via list, click the calendar to select the date you want the shipment to be delivered.

Then specify the time that you want the shipment to be delivered by on that date by selecting the hour in the first box and the whole or half hour in the second box. For example, if you select 17 in the first box and 00 in the second box, the time that you need the shipment delivered by is 5:00 p.m.

Package Reference

Type a reference description for the shipment.

Shipment Type

From the list, select the type of shipment based on weight. The values available for selection are:

•Weigh Each Piece

•Weigh One Piece

•Weigh Total Shipment

This field appears if Auto Multi Piece is set to 'Yes' in shipper defaults settings.

Piece Weight / Total Weight
Scale Settings

Type the weight and select the unit of weight measurement from the list.

If the weight is less than 1 pound, be sure to type a zero before the decimal point. For Example, 0.5.

- or -

Use the continuous reading from the scale if one is attached to your workstation's RS232 port and configured.

This field is displayed as Total Weight if 'Weight Total Shipment' is selected in Shipment Type field.

Package Count

Number of packages in a shipment.

This field appears if either 'Weigh One Piece' or 'Weigh Total Shipment' is selected in the Shipment Type field.

Packaging Type

If you are using a package type specific to your company, select it from the list. The corresponding dimensions automatically appear in the Dimensions boxes.

The items that appear in this list are defined on the Box Size screen in the System > Settings - Locations area.

Dimensions (LxWxH)

If you are using your own box or a commercial parcel carrier's box or tube, do the following:

1.Type the length, width, and height of the package. (Note that these dimensions are not required for envelope, or bag-type packaging.)

2.From the Unit of Measure drop-down list, select one of the following:

•CM – centimeters

•IN – inches

LTL Class

If you are processing an LTL or TL shipment, select the class of the shipment from the list. The corresponding NMFC item is then populated.

NMFC (Item - Sub)

This box is populated automatically after you select the LTL Class.

The items that appear in this list are defined on the LTL Class Defaults page  of the System menu.

LTL (Type - Unit)

From the list, select the type of packaging used for individual packages of an LTL shipment. Then in the box on the right, type the quantity of those package types in the shipment.

The items that appear in this list are defined on the Handling Type screen in the System > Settings - Locations area.

Handling (Type - Unit)

From the drop-down list, select the type of packaging that individual packages of an LTL shipment are placed in or on. Then in the box on the right, type the quantity of the handling unit in the shipment.

Caution: For a ground freight carrier, you must always enter a numeric value of 1 for the number of units.

For example, if you selected Case in LTL Type and typed 50 for the LTL Unit quantity, then selected Pallet in Handling Type and typed 1 for the Handling Unit quantity, you would have 50 cases on 1 pallet.

The items that appear in this list are defined on the Handling Type screen in the System > Settings - Locations area.

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OPTIONS

Select Special Services for the package.

CLEAR

Clear the information from the Parcel tab.

ADD

Commit the package to the table below this button. You can then ship the package or enter information for another package in the same shipment if it is a multi-package shipment going to the same destination.

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To...

EDIT

Edit the selected package. After you have completed editing the package, click [SAVE].

DELETE

Delete the selected package from the shipment.

COPY

Copy the selected package if there is more than one identical package in this shipment.

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To...

CANCEL

Cancel the entire shipment.

RATE

Rate the shipment without shipping. You can rate a shipment in the following ways:

•Select a carrier from the Carrier drop-down list, select a service from the Service drop-down list, complete the process of setting up the shipment (see previous steps), and then click [RATE]. Parcel displays the estimated rate in the Messages line at the top of the screen. To see a breakdown of the rate, click the rate link to display a popup screen with this information. If you have time in transit configured for the carrier and service, this popup screen also displays Delivery Date and Delivery Time.

•Select a Rate Shop key from the Ship Via drop-down list. Depending on how this Rate Shop key is configured, Parcel automatically selects the best carrier-service combination or displays a popup screen that lets you select from a list of valid carrier-service combinations (see following Notes).

Notes:

•If you select a Rate Shop key from the Ship Via drop-down list, and Parcel is configured to display the complete set of Rate Shop results, the [SHIP] is disabled ("grayed out"). When you click [RATE], Parcel displays a popup window listing the valid carriers and services in the Rate Shop, the corresponding shipment charge, and Delivery Date and Delivery Time (if configured). You can then choose which carrier and service to use for the shipment, click the Select link, and then click [SHIP] to process the shipment.

•If you select a Rate Shop key from the Ship Via drop-down list, and Parcel is configured to automatically select the lowest rate, fastest time in transit, or best combination of the two, when you click [RATE] or [SHIP] Parcel displays the estimated rate at the top of the Warehouse screen. If you click [SHIP], Parcel also processes the shipment using the automatically determined best carrier-service combination.

For more information on configuring a Rate Shop, see the following Help Topic: How to Add a Rate Shop.

SHIP

Ship the shipment. If you want to process the shipment to Hold, select the To Hold check box before clicking [SHIP].

If the shipment is successful, the tracking number and total freight charge appear at the top of the page. (See Note below.)

Depending upon your settings, a shipping label might automatically print on the printer configured for your workstation. Or the label might appear on the screen.