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Contents Section 1: Product Description ..................................................................................................................... 2

Section 2: Key Terms ..................................................................................................................................... 2

Section 3: Setting Up a UPS Smart Pickup® Account .................................................................................... 3

Section 4: Processing UPS Smart Pickup® Service Using UPS WorldShip® Platform .................................... 5

4.1 Setting up UPS Smart Pickup Service Using UPS WorldShip Platform ................................................ 5

4.2 Processing a Shipment Before Your Notify Time ................................................................................ 6

4.3 Processing a Shipment After Your Notify Time ................................................................................... 7

4.4 Batch Processing in the WorldShip® Platform .................................................................................... 8

4.5 Distribution List Processing using WorldShip Platform ...................................................................... 8

Section 5: Processing UPS Smart Pickup® Service on UPS.com .................................................................... 9

5.1 Processing UPS Smart Pickup Service on UPS.com ............................................................................ 9

5.2 Batch Processing on UPS.com ........................................................................................................... 10

Section 6: Processing UPS Smart Pickup® Service on UPS CampusShip® ................................................... 11

6.1 Processing UPS Smart Pickup Service on UPS CampusShip .............................................................. 11

6.2 Batch Processing on UPS CampusShip® Platform ............................................................................. 12

Section 7: Scheduling UPS Smart Pickup® Service on UPS.com .................................................................. 13

Section 8: Finding your Notify Time ............................................................................................................ 14

8.1 Finding Your Notify Time on UPS.com .............................................................................................. 14

Section 9: Finding Your Pickup Status ......................................................................................................... 16

9.1 Finding your Pickup Status in WorldShip® ........................................................................................ 16

9.2 Finding Your Pickup Status on UPS.com ........................................................................................... 17

Section 10: Finding your Pickup History ..................................................................................................... 19

10.1 Finding your Pickup History in WorldShip® .................................................................................... 19

10.2 Finding your Pickup History on UPS.com ........................................................................................ 21

Section 11: Updating UPS Smart Pickup® Preferences ............................................................................... 22

11.1 Finding Your UPS Smart Pickup Preferences in WorldShip® ........................................................... 22

11.2 Finding Your Pickup Preferences on UPS.com ................................................................................ 23

Section 12: Cancelling Scheduled UPS Smart Pickup® Service ................................................................... 24

12.1 Cancelling a Scheduled UPS Smart Pickup Service on UPS.com ..................................................... 24

UPS Smart Pickup® User Guide for UPS Shipping Systems

© 2021 United Parcel Service of America, Inc. UPS, the UPS brand mark and the color brown are trademarks of United Parcel Service of America, Inc. All rights reserved.

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Section 1: Product Description The UPS Smart Pickup® service uses innovative technology to automatically arrange a pickup only when you have packages to ship, and provides you with our most eco-friendly scheduled pickup. When you process a shipment using UPS WorldShip®, UPS Internet Shipping, or UPS CampusShip® platforms, the system notifies a UPS driver to make a UPS Smart Pickup that same day to pick up all prepared packages. If your first package is processed too late in the day to notify the UPS driver to pick up your package the same day, you can schedule UPS Smart Pickup service for the following business day, request UPS On-Call Pickup® service, or find a UPS® location to drop off your shipment.

Note: If you process a shipment on a weekend or holiday, your UPS Smart Pickup service will be scheduled for the next business day

Section 2: Key Terms Notify Time: This is the latest possible time you will be able to tender your first package of the

day and receive a same day pickup after confirming your UPS Smart Pickup service. If you tender your first package after the Notify Time, you have the option to schedule your UPS Smart Pickup service for the next business day.

o Your Notify Time can be found on your UPS.com profile page. See “Section 8: Finding Your Notify Time” for instructions.

Pickup Confirmation: This action needs to occur in order to notify UPS you want UPS Smart Pickup service today or the next business day. The pickup confirmation process can occur manually via a system prompt (all UPS Shipping systems) or automatically as shipments are created (WorldShip platform only). Instructions are provided within this guide on how to confirm your UPS Smart Pickup service.

Pickup Reference Number (PRN): This is the confirmation number verifying that your pickup has been scheduled. You can use this number when referring to a specific pickup in conversations with UPS or to cancel a specific pickup.

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Section 3: Setting Up a UPS Smart Pickup® Account 1. Log into www.ups.com to access the Preference Center. Click the username in the top right

corner and select “Profile Overview.”

2. On the Profile screen, select “Manage My Payment Options” under the Payment Options

menu.

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3. On the Accounts and Payment Options screen, select the action button and click on “Edit.”

4. Expand “Pickup Options” and follow the steps below to set up your UPS Smart Pickup® service.

Select “Automatically when I create a shipment online with UPS Smart Pickup”

Enter your earliest and latest pickup times

Enter your preferred pickup time. Your Notify Time is then populated above the

“Save” button (outlined in red in the below screenshot).

Select “Instructions for your driver”

Click on “Save”

o Note: You must click on “Save” to confirm your UPS Smart Pickup account

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Section 4: Processing UPS Smart Pickup® Service Using UPS WorldShip®

Platform

4.1 Setting up UPS Smart Pickup Service Using UPS WorldShip Platform Once you have created a UPS Smart Pickup account or changed your existing UPS® account pickup

type to UPS Smart Pickup, you will see the following prompt to set your UPS Smart Pickup

preferences the first time you process a shipment using the WorldShip platform with your updated

UPS Smart Pickup account.

You can change your UPS Smart Pickup preferences at any time. See “Section: 11.1 Finding Your UPS Smart Pickup Preferences in WorldShip Platform” for instructions.

Note: If you process a shipment on a weekend or holiday, your UPS Smart Pickup service will be

scheduled for the next business day.

Automatically schedule a UPS Smart Pickup – With this option, the WorldShip platform

automatically schedules all pickups for UPS Smart Pickup service shippers without any prompt or confirmation messages. This process occurs during shipment processing, end of day processing, WorldShip startup, calendar date change, and during automatic batch processing and distribution list processing. This is the ideal setting to use if your packages normally need to be shipped as soon as possible and/or if you do not plan on dropping off packages at a UPS drop-off location.

Prompt user prior to scheduling a UPS Smart Pickup – With this option, when the WorldShip platform detects that you have eligible pending shipments, and you have not scheduled UPS Smart Pickup service for today, the UPS Smart Pickup schedule window appears (shown below). This prompt will occur during the processing of the first shipment of the day. This is the ideal setting to use if certain shipments need to be held after package processing, you sometimes drop off packages at a drop-off location, and/or you require the most flexibility and control as your pickup preferences may change day by day.

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4.2 Processing a Shipment Before Your Notify Time If you selected “Automatically Schedule Smart Pickup” during your UPS Smart Pickup®

account setup, your pickup will automatically confirm once you tender a package before

the Notify Time.

o Note: You will receive a Pickup Reference Number (PRN) confirming your pickup

request, which can be found in “Section 9: Finding Your Pickup Status”

If you selected “Prompt User Prior to Scheduling a UPS Smart Pickup” during your UPS

Smart Pickup account setup, you will receive the following prompt. You must select to

schedule your UPS Smart Pickup service every time you tender your first package on the

days you decide to ship:

o Select “Schedule a UPS Smart Pickup” if you want to request a pickup.

o Select “Do not Schedule a UPS Smart Pickup” if you do not want to request a pickup. The prompt will continue to show every time you process a shipment.

Note: If you select “Do not Schedule a UPS Smart Pickup,” the “Do not ask again today” check box becomes active. Select this check box if you do not want to schedule UPS Smart Pickup service today, and this window will not appear again for the remainder of the day.

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4.3 Processing a Shipment After Your Notify Time If you process your shipment after your Notify Time, you will get the following prompt which

provides you with alternative options:

Schedule UPS Smart Pickup for the next business day – You will be allowed to schedule UPS Smart Pickup® service for the next business day

Note: You will receive a Pickup Reference Number (PRN) confirming your pickup

request, which can be found in “Section 9: Finding Your Pickup Status”

Schedule a Pickup Request through UPS.com – You will be directed to the pickup application on www.ups.com to schedule UPS On-Call Pickup® service

Find UPS® drop-off locations through UPS.com – You will be directed to the Find Locations application on www.ups.com to find a drop-off location nearest you

Do not schedule a pickup – No pickup is scheduled but the “Do not show this dialog box again today” check box will become enabled, and if selected, the option to schedule a pickup will not be displayed for the remainder of the day

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4.4 Batch Processing in the WorldShip® Platform

For Automatic Batch Processing, the below message is displayed prior to initiating batch processing (this message is independent of the preference settings). Selecting “Yes” allows UPS Smart Pickup® service to schedule automatically when you process batch shipments:

Note: If you select “No,” UPS will not schedule UPS Smart Pickup service for your batch shipment.

4.5 Distribution List Processing using WorldShip Platform

For Distribution List Processing, the below message is displayed prior to initiating Distribution List Processing (this message is independent of the preference settings). Selecting “Yes” allows UPS Smart Pickup service to schedule automatically when you process distribution lists:

Note: If you select “No”, UPS will not schedule UPS Smart Pickup service for your Distribution List shipment.

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Section 5: Processing UPS Smart Pickup® Service on UPS.com

5.1 Processing UPS Smart Pickup Service on UPS.com Once you have created a UPS Smart Pickup account or changed your existing UPS® account pickup

type to UPS Smart Pickup, you can choose to schedule UPS Smart Pickup service when you process

a shipment.

In the “Shipping Service” section, you will see the following options from which to choose:

Request today’s Smart Pickup – This option allows you to schedule UPS Smart Pickup service for the same day

o Note: If you are trying to process a package after your Notify Time, you will not see this option

Request tomorrow’s Smart Pickup – This option allows you to schedule UPS Smart Pickup service for the next business day

Schedule a UPS On-Call Pickup – This option allows you to schedule UPS On-Call Pickup® service

Note: Your Pickup Address will be the Pickup Address set during your UPS.com account setup. You can change the address in your profile settings on UPS.com. See “Section 3: Setting Up a UPS Smart Pickup Account” for instructions.

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5.2 Batch Processing on UPS.com 1. Log into UPS.com. On the UPS.com home page, open the “Shipping” dropdown and select “Batch File Shipping.”

2. Once you have uploaded your Batch File, see “Section 7: Scheduling UPS Smart Pickup® Service on UPS.com” for instructions on scheduling UPS Smart Pickup service for your batch shipment.

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Section 6: Processing UPS Smart Pickup® Service on UPS CampusShip®

Platform

6.1 Processing UPS Smart Pickup Service on UPS CampusShip

1. Once you have created a UPS Smart Pickup account or changed your existing UPS® account

pickup type to UPS Smart Pickup, you can schedule UPS Smart Pickup service in the CampusShip

platform.

2. When you process a shipment on the UPS CampusShip platform with a UPS Smart Pickup account, you will see Step 7 - “Would you like to Schedule a Pickup?” in the shipment processing screen.

You will see the following options from which to choose:

Include this shipment with the Smart Pickup – This option allows you to schedule UPS Smart Pickup service. It also shows your Notify Time.

o Note: If you are trying to process a package after your Notify Time, you will be prompted to schedule your pickup for the next business day.

Schedule a UPS On-Call Pickup® – This option allows you to schedule UPS On-Call Pickup service.

Find a UPS Location near you– This option should be selected if you plan on dropping off your package at a UPS drop-off location, rather than receiving a pickup.

Note: Your Pickup Address will be the Pickup Address set during your UPS.com account setup. You can change the address in your profile settings on UPS.com. See “Section 3: Setting Up a UPS Smart Pickup Account” for instructions.

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6.2 Batch Processing on UPS CampusShip® Platform 1. On the “Create a Shipment” page, select “Ship Using Batch File.”

2. When you process a batch shipment on the UPS CampusShip platform with a UPS Smart Pickup® account, you will see Step 4 - “Would you like to Schedule a Pickup?” in the shipment processing screen. You will see the following options from which to choose:

Request a Smart Pickup – This option allows you to schedule UPS Smart Pickup service. It also shows your Notify Time.

o Note: If you are trying to process a package after your Notify Time, you will be prompted to schedule your pickup for the next business day.

Find a UPS Location near you – This option should be selected if you plan on dropping off your package at a UPS drop-off location, rather than receiving a pickup.

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Section 7: Scheduling UPS Smart Pickup® Service on UPS.com 1. Log into UPS.com. On the UPS.com home page, open the “Shipping” dropdown and select “Schedule a Pickup.”

2. In the Pickup Information screen, select your UPS Smart Pickup account. You will then have 2 options:

The first option is to schedule your UPS Smart Pickup service – If your pickup is

processed before your Notify Time, your pickup will occur that same day. If your pickup

is processed after your Notify Time, your pickup will be scheduled for the next business

day.

The second option is to schedule an additional UPS On-Call Pickup® service – UPS Smart

Pickup customers may schedule a free UPS On-Call Pickup for an Air or International

packages at no charge.

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Section 8: Finding Your Notify Time Note: For all UPS WorldShip®, UPS Internet Shipping, and UPS CampusShip® users, please follow the instructions below to find your Notify Time on UPS.com.

8.1 Finding Your Notify Time on UPS.com 1. Log into www.ups.com to access the Preference Center. Click the username in the top

right corner and select “Profile Overview.”

2. On the Profile screen, select “Manage My Payment Options” under the Payment

Options menu.

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4. On the Accounts and Payment Options screen, select the action button and click on “Edit.”

5. Expand “Pickup Options” and your Notify Time can be seen right before the “Save”

button.

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Section 9: Finding Your Pickup Status

9.1 Finding Your Pickup Status in WorldShip® Platform In order to view your Pickup Status, click on “Pickup Information” and select “Check UPS Smart Pickup Status.” It will take you to UPS.com. See “Section 9.2: Finding Your Pickup Status on UPS.com” to view the status window.

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9.2 Finding Your Pickup Status on UPS.com

1. Once you’ve logged into UPS.com, click on “Shipping” and select “Schedule a Pickup.”

2. On the right-hand menu, select “Pickup Request Status.”

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3. The Pickup Status Window will display all current pickups by account number. You can search Pickup Requests by account number. Note: You can cancel your pickup requests on this screen.

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Section 10: Finding Your Pickup History

10.1 Finding Your Pickup History in WorldShip® Platform 1. In order to view your Pickup History, click on “Pickup Information” and select “View UPS Smart Pickup History.”

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2. After selecting “View UPS Smart Pickup History,” a dropdown will appear. Click on “View UPS Smart Pickup History.” The UPS Smart Pickup® History window will list all successfully scheduled UPS Smart Pickup requests.

UPS Smart Pickup History Window

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10.2 Finding Your Pickup History on UPS.com 1. Once you’ve logged into UPS.com, click on “Shipping” and select “Schedule a Pickup.”

2. On the right-hand menu, select “Pickup History.”

Pickup History on UPS.com

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Section 11: Updating UPS Smart Pickup® Preferences

11.1 Finding Your UPS Smart Pickup Preferences in WorldShip® Platform 1. In order to update your UPS Smart Pickup settings, open “System Preferences” under “Tools” and click on the “Miscellaneous” tab.

2. The following preferences can be set on the “Miscellaneous” tab under the UPS Smart Pickup group:

Pickup Request Options:

WorldShip will automatically request a pickup when the first shipment is

processed, and there is no pickup scheduled

Prompt user prior to scheduling UPS Smart Pickup service every time a shipment

is processed

Purge UPS Smart Pickup Records (retention length of Pickup Request Number (PRN)

records):

7 days

30 Days

90 Days

None

Note: Selecting “None” will save all records indefinitely.

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Notes on PRNs:

o WorldShip® purges all qualifying PRNs at startup when the number of retention days has been exceeded. WorldShip does not display a confirmation message for this action

o WorldShip does not archive purged records

o If you select “None,” all PRNs are retained indefinitely

o PRNs are not importable/exportable

11.2 Finding Your Pickup Preferences on UPS.com See “Section 3: Setting Up a UPS Smart Pickup® Account” to find your Pickup Preferences on UPS.com.

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Section 12: Cancelling Scheduled UPS Smart Pickup® Service

Note: For all UPS WorldShip®, UPS Internet Shipping, and UPS CampusShip® users, please follow the instructions below to cancel your scheduled UPS Smart Pickup service on UPS.com.

12.1 Cancelling Scheduled UPS Smart Pickup Service on UPS.com 1. Once you’ve logged into UPS.com, click on “Shipping” and select “Schedule a Pickup.”

2. On the right-hand menu, select “Pickup Request Status.”

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3. The Pickup Status window will display all current pickups. Here you can select a pickup to cancel.

Cancelation Screen