introduction - fedex: shipping, logistics management...

Introduction

Introduction

Welcome to FedEx Ship ManagerFedEx Ship Manager is a desktop shipping solution that automates andmanages your entire shipping process. Whether your shipping needs aredomestic or international, FedEx Ship Manager offers the latest FedEx®

shipping services and delivery options. All this, with the reliability andconvenience you’ve come to expect from FedEx.

FedEx Ship Manager At a Glance is designed to sit next to your PC.It contains helpful information about FedEx Ship Manager features andhow-to instructions.

FrontOverview of timesaving features.

BackQuick how-to instructions.

Domestic Shipment

Domestic Shipment

Ship a single package within theU.S. or Canada.

Refer to online Help:

International ShippingMultiple-Piece Shipment

1

3

2

4

Click ...Click ...

FedEx Ground and FedEx Home Delivery® requirethat you provide your own packaging.

Type the Recipient ID ...OR... select one from thedrop-down menu.

Complete the recipientinformation fields.

Verify or changethe current sender.

Current sender: ABC Company

10 Front Street

Millington, TN 38058-4757

SENDER1 - Jane DoeChange sender:

Acct #:

The shippinglabel prints.

Click ...OR ...

XYZRecipient ID:

If you are shipping more than onepackage to this recipient, go tostep 1 on the Multiple-PieceShipment tab.

If you are shipping an internationaldocument, go to the InternationalDocument tab, step 3.

The Hold File feature must beenabled. Refer to the Hold File tab.

Type the weight of the shipment.Select a service type.Select a package type.Enter package dimensions if youare using your own packaging.

If required, select a futureship date up to 10 days forFedEx Express shipmentsand 90 days for FedExGround shipments.

Select the paymentmethod ... and if required,type the FedEx accountnumber.

For countries other than theU.S. or Canada, refer to theInternational Document tab.

Select Save in/Update myaddress book to add therecipient information tothe database.

Introduction

Introduction

FedEx Ship Manager is the single sourcefor all of your shipping needs.

Timesaving FeaturesFedEx Ship Manager offers the best in performance and shipping with FedEx. When you ship packages,be sure to use these timesaving features:

Help/SupportIf you require additional assistance, FedEx strives to provide you with the best support to ship, track andprocess all your shipments.

Sender/Recipient Shipping PreferencesFedEx Ship Manager allows you to set up shipping profiles to customize your shipping preferences. Shipping preferences automatically entersinformation into the correct fields for your shipments, so there’s less information to type. FedEx Ship Manager comes configured with defaultU.S. and international shipping profiles. You can, however, modify the default profiles at any time. You can also select certain shipping preferencesfor individual recipients in the recipient database.

Address BookWhen you ship to a new recipient, you can automatically add the recipient to the Address Book when you ship your package. Make sure toselect the Save in/Update my address book check box. Once you add a recipient to the Address Book, select the recipient and the recipient’sinformation automatically fills in your shipping screen.

Do you need help finding the recipient ID for your shipment? To search the Address Book, click the Binoculars beside Recipient ID on theshipping screen. Enter information about the recipient, including wild card characters, and then click Search. Select the recipient in SearchResults and click Ship to.

Auto Populate Recipient’s City and StateThe auto populate feature eliminates keystrokes to save you valuable time. When your system is set up to auto populate, enter the recipient’sZIP code and the city and state fill in for you. If more than one city matches the ZIP code and state, select the recipient’s city from the drop-downmenu. To enable the auto populate feature, first modify System Settings on the Customize menu.

Return ShipmentFedEx Ship Manager helps you handle return shipments efficiently. Print or send return shipping labels through e-mail using FedEx Express® orFedEx Ground® return service types. You can also process a FedEx Ground® Call Tag to pick up a return shipment at your customer’s location.

Hold FileThe Hold File is a central holding place that saves shipment information. The Hold File is perfect for pending or repeated shipments. Once yousave a shipment to the Hold File, you can edit, ship or duplicate it at any time. To begin using the Hold File, first enable it by modifying yourSystem Settings on the Customize menu. After you enable the Hold File, toggle between the Hold File lookup and Recipient ID buttons.

CloseBy default, FedEx Ship Manager is set up to automatically close FedEx Express and FedEx Ground shipments. You can, however, change the autoclose times in your System Settings. You can close both FedEx Express and FedEx Ground shipments manually on the same screen at the sametime or you can close your shipments separately. If you have multiple systems or accounts on the same PC, you can also close all systems andaccounts on the same screen, or you can close the systems and accounts separately.

For Customer Service To Order Supplies For Technical Support1.800.GoFedEx 1.800.463.3339 Go to fedex.com or Call toll-free 1.877.339.2774

call 1.800.GoFedEx 1.800.463.3339 7 a.m. to 10 p.m., CST, Monday through Friday,7 a.m. to 7 p.m., CST, Saturday

Domestic Shipment

Domestic Shipment

FedEx Ship Manager is the single sourcefor all your shipping needs.

Multiple-Piece ShipmentMultiple-piece shipment (MPS)activates when the number ofpackages is greater than 1.

Additional Handling ChargesHandling charges allow you toassess your internal shippingcharges to accurately billyour customers.

Ship to Location #Enter up to 10 characters in thisoptional field to help FedEx Groundidentify businesses that have multiplelocations and similar addresses.

Package DimensionsEnter minimum dimensions of1" x 1" x 1" and the softwareauto-adjusts dimensions orderfor a more accurate rate quote.

Additional Online HelpClick hyperlinked fields(underlined) for detailed fieldinformation or place yourcursor in any field and press F1.

Recipient InformationCheck your recipientinformation to minimizethe impacts of an incorrectaddress.

Domestic Shipment

Domestic Shipment

Ship a single package within theU.S. or Canada.



1

3

2

4

FedEx Ground and FedEx Home Delivery® requirethat you provide your own packaging.

... select one from the

Complete the recipientinformation fields.

the current sender.

Current sender: ABC Company

10 Front Street

Millington, TN 38058-4757

SENDER1 - Jane Doe Change sender:

Acct #:


Click ...OR ...

XYZ Recipient ID:

If you are shipping more than onepackage to this recipient, go tostep 1 on the Multiple-PieceShipment tab.

If you are shipping an internationaldocument, go to the InternationalDocument tab, step 3.

The Hold File feature must beenabled. Refer to the Hold File tab.

Type the weight of the shipment.Select a service type.Select a package type. Enter package dimensions if youare using your own packaging.

If required, select a future ship date up to 10 days for FedEx Express shipments and 90 days for FedEx Ground shipments.

method ... and if required, type the FedEx account number.

For countries other than the U.S. or Canada, refer to the International Document tab.

Select Save in/Update myaddress book to add the recipient information to the database.

Multiple-PieceShipment


With FedEx Ship Manager, you can shipmore than one package to the samerecipient at the same time.

Print LabelsSelect this box to print labels afteryou have completed the shipment.Otherwise, FedEx Ship Managerprints labels after each package inthe shipment.

Packages SummaryAll the packages in the shipment displayin the Packages summary window.

Package WeightThe weight of the first package in theshipment carries over from theshipping screen.

Shipment SummaryThe Shipmentsummary alsodisplays the totalweight and rate quoteinformation.



Send a multiple-piece shipment (MPS)within the U.S. or Canada.



1

2

3


Acct #:

label prints.

Ship F10

Click ...

Click ...

Complete steps 1 and 2 on theDomestic Shipping tab beforeyou continue.

Type the number of packages.Type the weight of the first package.Select a service type. Select a package type. Enter the package dimensions if you are using your own packaging.Click Identical packages if you are shipping more than one package to the recipient and each package has the same weight, service and packaging.

If required, select a future ship date.

Complete the shipping information for the first package.

FedEx Ground and FedEx Home Delivery require that you provide your own packaging.

To use special services that are available when shipping MPS, select Options from the toolbar.

Ship with FedEx Express as many as 10 days from the current date. Ship with FedEx Ground any number of days in the future.

Complete the package information for each remaining package.

InternationalDocument


FedEx provides reliable, customs-clearedshipping to more than 220 countriesand territories.

Postal CodeFedEx Ship Manager validates whetherthe recipient’s postal code matches thecity, state or province.

Document DescriptionYou can select the type of documents inyour shipment from a drop-down menu.

Ship to GroupYou can send an internationalshipment to a group of recipients indifferent countries.



Ship a document from the U.S. or Canada.


Ship International

3

4


Ship F10

Click ...

Select or enter adocument

Complete steps 1 and 2 on theDomestic Shipping tab beforeyou continue.

5

Select Document.

Note: For commodities,refer to FedEx Ship Manager Help.

Type number of packages.Type the package weight.Select the unit of measure.Select a service type.Select a package type. Enter the package

If required, select a future ship date that isup to 10 days from the current date.

If an invoice is desired,check “Print a Commercial Invoice/Proforma.”Type carriage value


Acct #:

Tracking

Tracking

Track the status of a package anytime withjust a few keystrokes and send a proof-of-delivery confirmation letter to your recipient.

Track from Shipping HistoryFedEx Ship Manager can track the status of your shipment from information entered during shipment processing.

Track by NumberTrack FedEx Express and FedEx Ground shipments by tracking number when you want to track the status of individual shipments.

Track by ReferenceYou can track the status of shipments using service, reference type and reference value, account number, ship date, destination country and destination postal code.

Tracking

Tracking

Determine the status and location of yourshipment. Locate any shipment using itstracking number or shipment details.


Tracking packages

3

1

2

or ...

ORselect a service, reference type and reference value, accountnumber, ship date, destinationcountry and destination

Type or select one or moresearch criteria to track thestatus of your shipment.

Repeat step 2 to addadditional shipments tothe tracking list.

OR or ...

470846704521

To view the trackingresults, click ...

2

Shipping List

Shipping List

Display, repeat, modify or delete any activeshipment before the end of the shipping day.

RepeatEasily duplicate a previous shipment and print a new shipping label.

ModifyEdit an active shipment and print a new shipping label.

Tracking NumberUse the tracking number to quickly locate any active shipment so you can repeat it, modify it or delete it.

Shipping List

Shipping List

Modify, repeat or delete any active shipmentbefore you close the shipping day.


Ship DomesticShip International

1

Type the tracking numberfor the shipment,and then click Search.

Select the shipment that you want to modify,repeat or delete.2 OR

3

Click one ...


Ship F10

Click ...If you are modifying a shipment,make changes to the shipmenton the shipping screen.

Address Book

Address Book

Store thousands of names and addressesin the Address Book for fast, reliable shipping.

Search ForThe Address Book offers robust searchfunctionality. Search on any of thefields in the recipient list.

SortYou can sort, in ascending ordescending order, the recipient liston any column by clicking thecolumn header.

Ship ToOnce you select a recipient, click Ship toand go to the shipping screen to completethe information for your shipment.

Address Book

Address Book

Quickly fill in the recipient information fieldsusing recipient IDs.

Add or update recipient IDs.Create a New Recipient ID

Use a Recipient ID to Complete the Recipient Information Fields

Select a Recipient ID fromthe drop-down menu topopulate the recipient fields.OR

Type a new recipient IDto identify this recipient.

Search the Address Book for a Recipient

Enter the desiredsearch criteria and then click Search.

Click ...

When you send the shipment, thenew recipient information is saved in the recipient database.

You can also add new recipients Select ...

Complete the recipientinformation fields.1

2

3

Type the recipient ID. When a match is found, all recipientfields populate.

Reports

Reports

Flexible daily and customized reports provideessential information to more effectivelymanage your shipping activity.

Types of ReportsSelect the type of report you want to view or print.

Shipment ReportsPrint shipping and customized reports for shipments you have sent and received.FedEx Ship Manager includes more than 25 reports and allows you to customizeand create new reports.

View, Print or Save ReportsFedEx Ship Manager provides three methods of report output.

Reports

Reports

Generate reports about your shippingactivities, and then view, print or save them.


Reports and forms

Click ... Select a report.1 To modify the contents of the selected report , click Override Include.

To create a new report from an existing report, select the existing report, and then click Add by duplication.

Select the informationyou want to include in the report.

To run the report,select an output method.2

Click ...

Run a Standard Report

Customize a Standard Report

1

End of Day

End of Day

Close all your shipments and accountsat the same time.

Automatic CloseBy default, your system is set up to automaticallyclose FedEx Express and FedEx Ground shipments.If needed, you can change the auto close times inyour System Settings.

ReportsSet end-of-day reports to either printautomatically or hold printing for alater time.

CloseSelect one or all of your shipmentsif you want to close before theautomatic close occurs.

End of Day

End of Day

Close your shipping activities for the dayto send urgent information to FedEx,create reports and produce the FedExGround Manifest.


Close the Day

1

2

Click ...

Click ...

to close.

If your reports do not print, select the Reports tab and change your Report options.

If your end-of-day reportsare being held, you can select and manually print them.

Click ...

Select a report option.

to close.

Preferences

Preferences

Use shipping preferences to skip, repeat orautomatically enter shipping information sothere is less for you to select or type on theshipping screen.

Shipping ProfilesShipping profiles allow you to customize your shipping preferences. FedEx Ship Manager includes default U.S. and international shipping profiles that you can modify.

BehaviorFedEx Ship Manager offers four unique types of behavior that you can assign to the shipping fields.

Shipping FieldsModify the behavior of many of the shipping fields to streamline your shipping process.

Preferences

Preferences

Customize existing shipping profilesby assigning special behaviors to theshipping fields.


Customize

3

1

2

Select Customize >Shipping Profiles.

Select a shipping profile from the list.

Select a preference typefor the shipping profile.

Select an availablebehavior.

that the behaviorapplies to.

modify existing preferences.

Repeat steps 1–3 to edit additionalpreference types.

want to edit.

ConstantField value remains the same for all shipments.CarryUse the field value from the previous shipment. SkipThe field is not available on the shipping screen.

Hold File

Hold File

Enjoy the convenience of saving shipmentinformation to a Hold File so that you canchange, copy and complete shipments ata later date or time.

Hold FileYou can save shipments to the Hold File from the shipping screen, and you can also importshipments into the Hold File from another file.

CustomizeSelect the information that you want to display on the Hold File screen, including international fields.

EditDisplay the selected shipment on the shipping screen so that you can view and modify it.

Assign Tracking #Obtain a tracking number from the Hold File before shipping a package.

Hold File

Hold File

Enable the Hold File feature on your system.

Prepare shipments and then hold them forshipment at a later date/time.


Hold File

1Select Customize >System Settings.

Select Modify.

2

you want to ship.

To edit/add information to a shipment, select the shipment, then click Edit. Complete the shipment information on the shipping screen and then click Ship.

Click ...Select ...

Hold File.On the shippingscreen select ...

Ship a Package from the Hold File

Select ... Click ...

1

Databases

Databases

FedEx Ship Manager provides access to alarge volume of shipping information. Addshipping information to the FedEx databaseas you ship, so you can export this data toan output file. You can also import shippinginformation from external files.

Direct Database EntryAdd information directly into the many FedEx Ship Manager databases. Use maintenance features to keep up-to-date databases.

Save in/UpdateBuild up the recipient database as you ship. Information about new recipients saves eachtime you ship.

ImportGet the most out of your existing business information. Import database files created by other business applications.

Databases

Databases

Import a database from an external file usinga FedEx Ship Manager database template.


Databases

1

2 name of the importtemplate you want to use.

Click Browse to locateand select the file thatyou want to import. imported data to the FedEx

Ship Manager database.

Select Replace to overwrite the database.

CAUTION: Before continuing,back up the current FedEx ShipManager database.

3

.

Multisystem/Multiaccount


Add multiple FedEx systems and accounts onthe same personal computer. Each systemhas its own preferences, shipping historyand reports.

Note:If you don’t need the benefits of multiple systems or accounts, you can use shipping profiles to customize shipping preferences for individual shippers. Refer to the Preferences tab.

Your Unique System/Account NumberEach shipper who registers receives aunique system number.



Add a system or an account on the same PC.

Activate a system or an account number.

1

2Click Utilities and select Add System/Account Number.

Account and the desiredsystem or account number.

Location and AccountInformation fields.

3Select a printeroption.

Select a reportand label printer.

Integration

Integration

Integration allows you to process yourFedEx shipments more efficiently byproviding the ability to exchange databetween your order management oraccounting system and FedEx Ship Manager.

Integrate Shipping DataExchange data — such as recipient addressinformation — between your order management oraccounting system and FedEx Ship Manager.

Create ProfilesCreate multiple profiles for different shipping needs.

FedEx Integration AssistantFedEx Integration Assistant is an easy-to-use wizard that guides you through each step in the integration process.

Integration

Integration

Enable or disable an existing integrationprofile.

Use the Recipient ID or the PackageReference lookup method to importshipping information.


Using Integration

Report

Documents

Integration

FedEx Integration Assistant

Holiday

Baskets Daily

Baskets Express

None

To stop an active integrationprofile select None.

Enable or Disable an Integration Profile

Use the Recipient ID Lookup Method

Ship F10

Enter the Lookup Value and click OK. The package information is sent to the screen.

Use the Lookup Method

Ship F10

On the Integration menu,select the integration

profile that you want to run.

1

1

Type or select the Recipient ID.

When you tab out of the RecipientID field, shipping information is sent to the screen.

1

Add/edit the shipping information and then click ...

Add/edit the shipping information and then click ...

Return Shipment

Return Shipment

Handle returns efficiently by choosingfrom several return solutions availablewith many FedEx Express and FedExGround services.

Return ToSelect a name from the drop-down menu, and this section automatically populates with preset information.

Return FromSelect a name from the drop-down menu, and this section automatically populates with preset information.

Return Label TypeSelect the Return label type and the screen dynamically changes to show the appropriate fields to complete.

Return Shipment

Return Shipment

Return a single shipment within theU.S. or Canada.


Customize

3

1

2

Click ...

Select a Return to namefrom the drop-down menu.

Select a Return fromname from the drop-downmenu. Other fields willpopulate automatically.

You may modify information in both the Return to and Return from sections.

type and press Tab.

Complete the packageand shipment details for the label type selected.

Each label type requires different fields.

You can e-mail a return label to yourcustomer; print a return label andinclude it with your shipment; notifyFedEx Ground that a return shipmentis ready for pickup.

You can use or discard print or e-mail returnlabels. Select FedEx Ground Call Tag only, however, to notify FedEx Ground to pick upa return shipment.

4required, enter the FedEx account number.