Worldship 2019: User Guide
Worldship 2019: User Guide
Worldship 2019: User Guide
User Guide
The WorldShip software provides an easy way to automate
your shipping tasks. You can quickly process all your UPS®
shipments, print labels and invoices, electronically transmit
daily shipping information to UPS and track your shipments.
© 2000-2019 United Parcel Service of America, Inc. UPS, the UPS brandmark and the color
brown are trademarks of United Parcel Service of America, Inc. All rights reserved. 01/19
Table of contents
Shipping....................................................................................................................................................... 1 Billing and rating features.....................................................................................................24
Processing shipments............................................................................................................................. 1 Fuel surcharge............................................................................................................................................24
Processing international shipments............................................................................................... 3 Cost Center Calculator...........................................................................................................................24
Processing shipments with future pickup dates.................................................................... 5 Selecting bill-to information.............................................................................................................24
Processing returns..................................................................................................................................... 6 Third party billing.....................................................................................................................................25
Editing packages and shipments...................................................................................................... 7 Additional features and functionality......................................................................26
Processing freight shipments............................................................................................................. 8 Quick Commands.....................................................................................................................................26
Profiles........................................................................................................................................................13 Creating the Quick Commands list................................................................................................26
Profile Editor................................................................................................................................................13 Modifying Quick Commands............................................................................................................26
Adding a profile..........................................................................................................................................13 Error labels printed during Batch Processing...........................................................................27
Assigning a profile to a shipper........................................................................................................13 Custom labels.............................................................................................................................................27
Assigning a profile to a customer in the address book.....................................................14 Selecting label stock...............................................................................................................................27
Creating or editing a custom label template...........................................................................27
Reports........................................................................................................................................................15
Custom label printing setup..............................................................................................................29
Printing reports..........................................................................................................................................15
Voiding packages or shipments........................................................................................16 Resources..................................................................................................................................................30
Accessing help............................................................................................................................................30
Voiding a shipment from the Shipping window...................................................................16
Technical support numbers...............................................................................................................31
Voiding a package or shipment from the Shipment History window
after End of Day....................................................................................................................................17 Dangerous Goods shipments.............................................................................................32
Marking a package or shipment as voided in the Shipment History window...18 About Dangerous Goods.....................................................................................................................32
Editing a Dangerous Goods Chemical Record........................................................................32
End of Day...............................................................................................................................................19
Viewing a Dangerous Goods Chemical Record......................................................................33
Completing the process.......................................................................................................................19
Processing a Dangerous Goods shipment................................................................................34
Validating, classifying and reconciling addresses........................................20
Validating your address data.............................................................................................................20
Classifying your address data...........................................................................................................21
Reconciling your address data.........................................................................................................21
History and tracking....................................................................................................................22
Finding shipments...................................................................................................................................22
Tracking packages or shipments.....................................................................................................23
© 2000-2019 United Parcel Service of America, Inc. All rights reserved. 01/19 User Guide i
Shipping
Processing shipments
Processing a single-piece shipment
1. Specify the receiver’s address.
2. Select a UPS® service.
3. Select a package type.
4. Specify the bill-to information.
5. Type the weight of the package.
6. Click Process Shipment.
Note: Once you have processed all your packages and shipments,
complete the End of Day process.
Processing a shipment with options
1. Follow steps 1 through 5 under Processing a Single-Piece Shipment.
2. In the Shipping window, select the Options tab.
3. Select the check box next to the option(s) you wish to apply
and complete the additional fields as needed for the option(s).
4. Click Process Shipment.
Note: If a procedure does not reference a command, the ribbon is
Processing a multiple-piece shipment — single address/consignee minimized in the screen samples. Use the and in the top right
(U.S., Puerto Rico and Canada) corner to maximize and minimize the ribbon.
1. Follow steps 1 through 5 under Processing a Single-Piece Shipment.
2. To add another package to the shipment, click Add and type the weight
of the package.
3. To add multiple packages with the same weight, type the number of
packages in Pkgs. Click Add.
4. Click Process Shipment.
© 2000-2019 United Parcel Service of America, Inc. All rights reserved. 01/19 User Guide 1
Shipping
Processing shipments (continued)
Processing larger shipments
For larger shipments to a single consignee from the U.S., Puerto Rico
or Canada, follow these steps:
1. Specify the receiver’s address.
2. Select a UPS service.
3. Select a package type.
4. Specify the bill-to information.
5. Select shipment and package options that apply to all packages.
6. On the Home tab, select Multi-piece Shipment.
7. In the Multi-piece Shipment window, type the total number of packages
and select a package weight option. If you select Enter Total Shipment
Weight, type the total shipment weight in this window. If you select Enter
Package Weights on Shipping Window, type the individual package
weights in the Shipping window. If you select Ground (Freight Pricing)
Shipment (Enter the details by commodity), select commodities and enter
the details following step 8.
8. Click OK.
9. If a package option applies to only one package, use the navigation
controls to locate the package and then select the package option.
10. Click Process Shipment.
© 2000-2019 United Parcel Service of America, Inc. All rights reserved. 01/19 User Guide 2
Shipping
Processing international shipments
When you process a package to an international destination, WorldShip Disabling export documentation
can generate the necessary export documentation. If you currently produce your own export documents, you can disable the
export documentation feature in WorldShip by following these steps:
Processing a package
1. Specify the receiver’s address. 1. On the Tools tab, select Shipper Editor.
2. Select a UPS service. 2. Click Modify, then select the International tab.
3. Select a package type. 3. Clear the Enable Invoice, Enable NAFTA CO and Enable CO check boxes,
or select a filing method other than UPS file my EEI for me under Electronic
4. Specify the bill-to information. Export Information, for the document(s) you do not wish to print.
5. Type a general description of the goods and the weight of the package.
6. Select the Customs Documentation tab to complete the necessary
export documentation.
7. Click Process Shipment.
Upload customs documentation
Enabling and selecting UPS Paperless® Invoice allows you to upload
customs forms created offline instead of attaching hard copies to the
shipment. To upload forms, select the Upload My Forms check box
on the Customs Documentation tab and locate the forms to upload
after you click Process Shipment.
© 2000-2019 United Parcel Service of America, Inc. All rights reserved. 01/19 User Guide 3
Shipping
Processing international shipments (continued)
During shipment processing, you can disable the creation of an invoice Processing an international shipment using the AES pre
by doing the following: departure option
1. In the Shipping window, select the Customs Documentation tab. 1. Complete the information on the Ship To, Service and Options tabs.
2. Clear the Create an Invoice check box. 2. On the Ship From tab, type the Tax ID Number and select the Tax ID Type.
Note: If you disable the invoice creation feature in WorldShip, you should type 3. On the Customs Documentation tab, select the EEI tab.
the customs value for shipments from the U.S. to Canada and Puerto Rico 4. Type the Shipment Reference Number, or click Generate SRN if you
in order to speed up customs clearance. want WorldShip to create a unique number in the Shipment Reference
Note: International Shipments whose contents are NOT documents must have Number box.
three (3) copies of the invoice and any other required export documentation 5. Type the Internal Transaction Number assigned to the shipment. This
attached to the lead package. number is required for Air Freight shipments.
To electronically file Electronic Export Information (EEI) with the U.S. 6. Complete the remaining fields and click Submit to AES.
Census Bureau, you must first register and become an authorized user
of the AESDirect Web site. Then follow these steps: 7. WorldShip provides a link to the AESDirect Web site. Be sure to read the
Legal Disclaimer, then click Submit EEI to AESWebLink.
Enabling the AES pre departure option
8. Complete your submission to the U.S. Census Bureau.
1. On the Tools tab, select Shipper Editor, click Modify and select the
International tab. 9. After you return to WorldShip, click Process Shipment.
2. Under Electronic Export Information, select Self-file with AES Direct For more information, select WorldShip on the Support tab and then
(AES option 2) in the Filing Method box, then click OK. UPS WorldShip Help; type AES.
International Shipper Agreement/Power of Attorney
For U.S. and Puerto Rico Origin Shippers Only:
UPS requires an International Shipper Agreement on file or a Power of
Attorney attached to the lead package in some cases. For more information,
select WorldShip on the Support tab and then UPS WorldShip Help; type
either International Shipper Agreement or Power of Attorney.
© 2000-2019 United Parcel Service of America, Inc. All rights reserved. 01/19 User Guide 4
Shipping
Processing shipments with future pickup dates
With WorldShip Future Date Processing, you can process shipments with
a pickup date of up to 183 calendar days in the future.
Activating Future Date Processing
To process shipments with future pickup dates, activate this feature by
following these steps:
1. On the Tools tab, select System Preferences and then Shipping.
2. Select the Manually Select Pickup Dates check box under Pickup Date
Selection. A warning message asks you to confirm your selection.
3. Click Yes and then OK.
© 2000-2019 United Parcel Service of America, Inc. All rights reserved. 01/19 User Guide 5
Shipping
Processing shipments with future pickup dates (continued) Processing returns
Selecting an Active Pickup Date UPS offers a comprehensive portfolio of return services to streamline your
Once you have set this system preference, the Select Active Pickup Date merchandise return process. Repeat a shipment in the Shipment History
window asks you to choose a pickup date. as a return or create a new return package in the Shipping window.
If you want to select today’s date as the active pickup date, simply click OK. If Creating a return
you want to select a date in the future, click the down arrow, select the pickup 1. Select a UPS service on the Service tab.
date on the calendar and click OK. The active pickup date you select will appear 2. Select the Options tab and then select Return Services under
on the title bar at the top of the Shipping and Shipment History windows. Shipment Options.
As you process shipments, they will be listed, by active pickup date, under 3. Select the return service you want.
Pending Pickup in the Shipment History window. The letter “A” appears next
to the active pickup date. 4. Specify the merchandise description for the package.
Note: If you do not require the ability to process shipments with a future date, 5. If you select Electronic Return Label, click Details and specify the Recipient’s
no action is needed. Your system is already configured to process shipments Email Address.
for the current date. 6. Specify the Pickup From address.
Changing an Active Pickup Date 7. Select the Service tab, then select a package type, specify the bill-to
To change an active pickup date prior to processing shipments, follow information and type the weight of the package.
these steps: 8. Click Process Shipment.
1. On the Home tab in the Shipping window, select Pickup Information Note: Return Services may be limited in your area. Please visit ups.com
and then Select Active Pickup Date. for a complete list of valid services.
2. In the Select Active Pickup Date window, click the down arrow, select the Processing a forward shipment with a corresponding return shipment
pickup date on the calendar and click OK.
1. Enter shipping information.
3. Process your shipments as usual. They will appear in the Shipment History
2. Select the With Return Services check box on the Service tab.
window under the Pending Pickup group for that active pickup date.
3. Click Process Shipment. The forward shipment label prints, and the
To change a pickup date for shipments that have been processed:
Shipping window automatically fills in the address for the corresponding
1. In the Shipment History window, highlight the shipment or Pending Pickup return shipment.
group for which you want to change the date.
4. Select the Options tab. The Return Services option will be checked. Select
2. On the Home tab, select Pickup Date and then Change Pickup Date. the return service you want and enter a merchandise description.
3. In the Change Pickup Date window, click the down arrow, select the pickup 5. Click Process Shipment.
date on the calendar and click OK. The shipment(s) appear under the
Note: To set a preference for the With Return Services check box, go to the
Pending Pickup group for that pickup date.
Shipping tab in the System Preferences Editor.
For more information, select WorldShip on the Support tab and then UPS
WorldShip Help; type Future Date Processing Procedures.
© 2000-2019 United Parcel Service of America, Inc. All rights reserved. 01/19 User Guide 6
Shipping
Editing packages and shipments
WorldShip allows you to edit packages and shipments you have already Deleting a single package in a multiple-piece shipment
processed, but for which you have not yet run the End of Day process. 1. Under UPS Pickups in the Shipment History window, select the shipment
containing the package you wish to delete.
Editing a Package or Shipment
1. Under UPS® Pickups in the Shipment History window, select the individual 2. On the Home tab, select Edit/Reconcile. Confirm which package/shipment
package or shipment you wish to edit. you need to edit.
2. On the Home tab, select Edit/Reconcile. Confirm which package/shipment 3. Using the navigation arrows next to Process Shipment, display the package
you need to edit and then make the appropriate changes. you wish to delete.
3. Click Process Shipment. (You will be prompted to replace the previously 4. Click Delete Pkg. Confirm that you want to delete the package.
printed label with the regenerated label.) 5. Click Process Shipment. (You will be prompted to replace the previously
printed label with the regenerated label.)
U.S. Only: For billing problems, call our Billing Department at 1-800-811-1648
and provide the tracking number(s) and pickup record number(s).
© 2000-2019 United Parcel Service of America, Inc. All rights reserved. 01/19 User Guide 7
Shipping
Processing freight shipments
About Ground Freight shipments
Ground Freight is a general service offering for regional, interregional and
long-haul services as well as a full portfolio of specialty solutions in the U.S.
(including Alaska and Hawaii), Canada, Puerto Rico, Guam, the U.S. Virgin
Islands and Mexico.
About Air Freight shipments
Air Freight is a general service offering for regional, interregional and
international services as well as a full portfolio of specialty solutions worldwide.
Processing a freight shipment
1. Select the Freight check box, and either an Air or a Ground Freight UPS
service on the Service tab. The remaining fields change depending on
the UPS service you select.
2. Specify the Ship To address.
3. Specify the Ship From address.
4. Specify the shipment-level and option details, such as bill-to information, Note: You can set a
commodity information, shipping options, shipment dimensions, shipment shipper setting to print
description, shipment reference numbers and a packing list. See Entering a specific number of
commodity information. labels per handling
unit and loose item.
5. For an international shipment, record the export document and On the Tools tab, select
goods details. Shipper Editor, highlight
6. Decide if you want to complete your shipment now or later. shipper information and
n If you have not completed your shipment, you can save it as a draft by then click Modify. Select
clicking Save (in the lower right corner). The shipment will be saved in the Freight tab and then
Shipment History as a “Draft” with the date when it was saved. If you enter the number
created a Packing List for the draft shipment, it will not be saved. When of labels to print per
you are ready to continue work on it, select it on the Shipment History handling unit and per
window and click Edit/Reconcile Shipment on the Home tab. loose item.
n If you have completed your shipment, click Process.
© 2000-2019 United Parcel Service of America, Inc. All rights reserved. 01/19 User Guide 8
Shipping
Processing freight shipments (continued)
Entering commodity information
1. Enter information about each line item of your shipment in the Commodity
section on the Service tab. The commodity list on the Service tab shows
each item that was added to the current shipment.
2. Click Add to add each item to the commodity list, or if necessary, click Clear
to clear items in the commodity list. There is no limit to the number of
commodities that can be selected or added to the shipment. The limit
will be taken care of during shipment processing.
Note: As an alternative to manually adding commodities to the commodity list,
click Commodity Search and use the Commodity Search window to access
commodities entered previously in the Commodity Editor. This search is useful
when entering many commodities in a shipment.
Requesting freight rates
To request the shipment rate for the current shipment:
1. Click Get Rate. The Shipment Rates window appears.
2. Review the detailed rate information.
3. Click OK.
© 2000-2019 United Parcel Service of America, Inc. All rights reserved. 01/19 User Guide 9
Shipping
Processing freight shipments (continued)
Scheduling a pickup of a single Ground Freight shipment
WorldShip allows you to schedule a Ground Freight Pickup after processing a
shipment by selecting History, then Freight Pickup and then Ground Freight
Pickup Request.
Note: You can also schedule a pickup request during shipment processing if you
set a system preference. On the Tools tab, select System Preferences and then
Shipping; select the Schedule Pickup during Freight Processing check box.
1. In the Shipping window, complete the Ship To information, Shipment
section and Commodity section.
2. Click Process. The Pickup Request window displays.
3. The Pickup Location displays the Ship From address.
4. Enter any additional instructions for your shipment.
5. Enter the Pickup Date, Pickup Ready Time and Pickup Location Closing Time.
Otherwise, the information is defaulted to the current time and date.
6. Enter the number of handling units.
7. Click OK.
Scheduling a pickup of multiple Ground Freight shipments
For a single pickup request, you can select multiple ground freight shipments
by performing the following steps:
1. Click the shipment associated with the Ground Freight icon in the
Shipment History window.
2. On the Home tab, select Freight Pickup and then Freight Pickup List. The
Freight Pickup List window appears.
3. Click Add to enter the Ground Freight item to the list. The Ground Freight
item must have a Pro number in order for this process to work.
4. To enter more items, repeat steps 1 and 3 until you have the desired items
in your Freight Pickup List.
5. Click Schedule Pickup.
© 2000-2019 United Parcel Service of America, Inc. All rights reserved. 01/19 User Guide 10
Shipping
Processing freight shipments (continued)
Scheduling a pickup or drop off of an Air Freight shipment
To automatically schedule a drop off during shipment processing for a House
Account Air Freight shipper:
1. Select the Drop Off check box on the Service tab.
2. Process the shipment as usual. When you click Process, the Drop Off
Request window appears.
3. In the Drop Off Request window:
n Under Pieces Shipped As, describe the handling units.
n Under Drop Off, select a drop-off date and a drop-off time.
n Click OK.
To automatically schedule a pickup or drop off during shipment processing
for an Occasional Air Freight shipper:
1. Enter the shipment as usual. When you click Process, the Pickup/Drop Off
Request window appears.
2. In the Pickup/Drop Off Request window:
n Under Pieces Shipped As, describe the handling units.
n Under Pickup/Drop Off, select either Pickup or Drop Off.
Note: Your choice determines the remaining active and inactive fields
in this window.
n Under Drop Off, select a drop-off date and a drop-off time.
n Under Requestor, provide the appropriate information or use the Ship
From information provided.
n Provide the pickup date, pickup ready time, and pickup location
closing time.
n Under Pickup Location, provide any additional instructions.
Note: All other fields show the Ship From address and cannot be updated.
n Click OK.
© 2000-2019 United Parcel Service of America, Inc. All rights reserved. 01/19 User Guide 11
Shipping
Processing freight shipments (continued)
Viewing your freight shipment(s) in Shipment History
To view your freight shipment(s), select the Shipment History window.
A icon represents a freight shipment for a specific shipper.
© 2000-2019 United Parcel Service of America, Inc. All rights reserved. 01/19 User Guide 12
Profiles
Profile Editor
Use the Profile Editor to add, delete or modify a profile, which is a saved
collection of predefined preferences, including various service options,
package options, shipment options and reference numbers. Then you can
assign the profile to one or more shippers.
Adding a profile
1. On the Tools tab, select Create/Edit Profile.
2. In the Profile Editor Welcome window, click OK.
3. Fill in or select the preferred values for the fields shown on all the tabs.
Your choices appear as the defaults in the corresponding fields in the
Shipping window.
4. In the ribbon, click Save.
5. In the Profile Save As window, type a unique name, up to 35 characters,
and click OK.
Note: If you want to base a new profile on an existing profile, select the existing
profile name, modify the fields, and in the ribbon, click Save As. In the Profile
Save As window, type a unique name, up to 35 characters, and then click OK.
© 2000-2019 United Parcel Service of America, Inc. All rights reserved. 01/19 User Guide 13
Profiles
Assigning a profile to a customer in the address book
1. On the Home tab, select Addresses and then Address Book. The Address
Book Editor window appears.
2. Type information about a new customer or click the Search icon next to
the Company or Name box to search for a customer in your address book.
In the Address Book Search window, locate and select an existing customer
and then click Select.
3. Select a profile name in Profile.
4. Click Add New Address for a new customer or click Modify Address
for an existing customer.
5. When you are finished, click Close.
Note: You can also assign a profile using the Shipper Editor or you can select
the profile from the Shipping window.
© 2000-2019 United Parcel Service of America, Inc. All rights reserved. 01/19 User Guide 14
Reports
Printing reports
Each time you complete the End of Day process, the following reports may Pickup Summary Barcode Report (U.S./Puerto Rico/Canada Origins)/
print automatically: UPS® Manifest Summary (non-U.S./Puerto Rico/Canada Origins)
Daily Shipment Detail Report The Pickup Summary Barcode Report automatically prints during the End of
Summarizes all the packages processed since your last End of Day process Day process, and the UPS Manifest Summary automatically prints during the
and lists the recipient and shipping information for each package as well End of Day process and during close out of consolidated movements. Both
as summary totals. Using the System Preferences Editor, Shipment Detail reports summarize shipment information about the packages your UPS driver
Report Setup tab, you can choose whether to print this report automatically is to pick up. This report includes:
when you run End of Day. n Your account information.
High Value Report n A barcode that includes your account number, a unique shipping record
identifier and the total number of packages to be picked up.
Automatically prints during the End of Day process only if you processed
a package with a Declared Value exceeding a certain threshold and during n Summary information so the UPS driver can verify what is to be picked up.
shipment processing for Return Services shipments. In addition, this report n An area to record the name of the UPS driver who picks up the packages,
shows the tracking number, package ID, reference number and Declared Value the pickup time and the total number of packages picked up by the driver.
of each high value package.
Important: Be sure to give the Pickup Summary Barcode Report to your
Important: Be sure to give this report to your UPS driver when he or she picks UPS driver when he or she picks up the packages. The UPS driver scans the
up the high value packages. The UPS driver signs the report and records the barcode on the report. Then the UPS driver signs the report and records the
pickup time and the total number of high value packages on the last line of pickup time and the total number of packages on the bottom of the report.
this report. Since these pickup details are on the report the driver takes with Since the UPS driver scans this report but does not take it, you may keep the
the packages, make a copy of the driver’s report with the pickup details if you report for your records.
want pickup confirmation for your records. Since pickup details include driver’s
signature and handwritten information, it cannot be reprinted. UPS Manifest Detail (non-U.S./Puerto Rico/Canada Origins)
Automatically prints during the End of Day process if the transmission of your
UPS Driver Transmission Control (non-U.S./Puerto Rico/ shipment data to UPS fails. This report details shipment information about the
Canada Origins) packages your UPS driver is to pick up.
Automatically prints during the End of Day process and during close out of
Important: Be sure to give this report to your UPS driver when he or she picks
Trade Direct consolidated movements only if the destination is other than
up your packages.
the U.S. or Puerto Rico. This report verifies the successful transmission of
shipment data to UPS during the close-out process.
Important: Be sure to give this report to your UPS driver when he or she picks
up the packages.
© 2000-2019 United Parcel Service of America, Inc. All rights reserved. 01/19 User Guide 15
Voiding packages or shipments
Voiding a shipment from the Shipping window
WorldShip allows you to void shipments you have already processed but for
which you have not run the End of Day process (see below). You can also void
packages or shipments after you have run the End of Day process.
1. O
n the Home tab in the Shipping window, select Void to void or delete a
package or shipment.
2. Read the instructions on how to void a shipment and click OK. The
Shipment History window appears and the last shipment you processed is
highlighted.
3. Confirm the correct shipment is highlighted. Select another shipment if
needed.
4. If the shipment icon shows an up arrow, , , , you will need to void the
shipment using the Void Shipments Page on the web. On the Home tab,
click Void.
a. WorldShip will prompt you to use the Void Shipments Page on the web.
Note: Icons with an up arrow indicate that some package detail information
has already been sent to UPS.
5. If the shipment icon does not have an up arrow:
a. On the Home tab, select Void. A confirmation message displays.
b. Click Yes. A Void icon appears next to the shipment/packages.
Note: If the package you are attempting to void has already gone through the
End of Day process and the void portal supports voids for your country, you will
be taken to the U.S. Void a Shipment application on ups.com (English only). See
Voiding a package or shipment from the Shipment History window after End
of Day below.
© 2000-2019 United Parcel Service of America, Inc. All rights reserved. 01/19 User Guide 16
Voiding packages or shipments
Voiding a package or shipment from the Shipment History
window after End of Day
1. In the Shipment History window, highlight the tracking number of the
package you want to void.
2. On the Home tab, select Void.
3. Click OK. The UPS Void Shipments Page appears for you to complete
the void.
4. When you are finished voiding the shipment, return to WorldShip.
© 2000-2019 United Parcel Service of America, Inc. All rights reserved. 01/19 User Guide 17
Voiding packages or shipments
Marking a package or shipment as voided in the Shipment
History window
When you void a package or shipment from the UPS Void Shipments Page,
WorldShip will not automatically update the Shipment History window to
indicate you completed the void, but you can mark the package or shipment
as voided. Since the actual status of the package or shipment will not change,
you should complete the steps necessary to void the shipment or package
on the UPS Void Shipments Page before using this procedure.
1. In the Shipment History window, highlight the package or shipment you
voided from the UPS Void Shipments Page.
2. On the Home tab, select Mark Shipment. A check mark icon appears next
to the shipment or package.
3. On the Home tab, select Marked Activities and then Void Marked
Shipments. An X icon appears next to the shipment or package.
© 2000-2019 United Parcel Service of America, Inc. All rights reserved. 01/19 User Guide 18
End of Day
Completing the process
WorldShip electronically transmits your shipment detail to UPS. Separate
End of Day processes can be completed for the same pickup day.
Once you have finished processing packages for a Pending Pickup group,
complete the End of Day process. These steps should be completed prior to
the time of pickup.
Completing the End of Day process
1. Select the Pending Pickup group in the Shipment History window.
2. On the Home tab, select End of Day.
3. Confirm you wish to proceed. WorldShip will print the End of Day reports.
For more information, see Printing reports.
4. If Future Date Processing has been activated, the Select Active Pickup
window appears. Click the down arrow to select the active pickup date
from the calendar (up to 183 days in the future). Click OK.
5. Provide applicable reports to your UPS driver. For more information,
see Printing reports.
© 2000-2019 United Parcel Service of America, Inc. All rights reserved. 01/19 User Guide 19
Validating, classifying and reconciling addresses
Validating your address data
Address validation will help you determine if a U.S. 50 address is valid.
There are three types of address validation in WorldShip:
nS
ingle address, city, state and ZIP Code™ validation that occurs automatically
when shipping a package. WorldShip will suggest alternates if an address
appears to be incorrect.
nS
ingle street level address validation validates not only the city, state and
ZIP Code, but the street address as well. To select this address validation
option, press F8 in the Shipping window or on the Home tab, select
Addresses and then Validate Ship To Address. WorldShip will quickly check
the address and return alternate suggestions if the address is believed to
be incorrect or tell you if the address is valid. This process includes ZIP+4
assignments to your address data.
nA
ddress Book Validation validates the street, city, state and ZIP Code
of every address in the WorldShip address book. To select this address
validation option, press Shift and F9 or on the Home tab, select Addresses
and then Address Book. In the Address Book Editor, click Send Addresses
for Validation. WorldShip collects all of the Address Book entries, validates
them and then downloads them to your PC for reconciliation. This process
also includes ZIP+4 assignments to your address data.
Note: To validate a single address in the Address Book Editor, enter or select
the address information and click Validate Address.
For step-by-step instructions, select WorldShip on the Support tab and then
UPS WorldShip Help; type Validate Addresses.
© 2000-2019 United Parcel Service of America, Inc. All rights reserved. 01/19 User Guide 20
Validating, classifying and reconciling addresses
Classifying your address data
Address classification will help you determine if a U.S. 50 or Canada address
is residential or commercial.
There are two types of address classification in WorldShip:
nS
ingle level address classification classifies the current address. To select
this address classification option, press F7 in the Shipping window or on the
Home tab, select Addresses and then Classify Ship To Address. WorldShip
classifies the address shown on the Ship To tab.
nA
ddress Book Classification classifies all addresses in the WorldShip
address book. To select this address classification option, press Shift and
F9 or on the Home tab, select Addresses and then Address Book. In the
Address Book Editor, click Send Addresses for Classification. WorldShip
collects all of the Address Book entries, classifies them and then downloads
them to your PC.
For step-by-step instructions, select WorldShip on the Support tab and then
UPS WorldShip Help; type Classify Addresses.
© 2000-2019 United Parcel Service of America, Inc. All rights reserved. 01/19 User Guide 21
History and tracking
Finding shipments
1. To find a shipment that you have processed in the past, select Search
History on the Home tab or click Find in the Shipment History window.
2. Fill in the appropriate information you need to find the shipment you are
looking for, then click Find.
For more information about how to find shipments, select WorldShip on the
Support tab and then UPS WorldShip Help; type Find a Shipment.
© 2000-2019 United Parcel Service of America, Inc. All rights reserved. 01/19 User Guide 22
History and tracking
Tracking packages or shipments
Tracking from the Shipment History window Tracking from the UPS® Web site
1. To track a single package from the Shipment History window, select a 1. On the UPS.com tab, select UPS Tracking. WorldShip connects you directly
package by highlighting the tracking number. On the Home tab, select Track to the Tracking Page on the UPS Web site.
and then Track This Package. 2. Type your UPS tracking numbers on the Track Packages & Freight tab and
2. To track multiple packages from the Shipment History window: click Track.
n Highlight a date to track all packages shipped on a specific date or 3. Follow the instructions.
highlight a shipment to track all packages in a shipment.
4. Close the Tracking Page window to return to WorldShip.
n On the Home tab, select Track and then Track Multiple. In the Tracking
Number Manager window, on the 1Z tab, click Add, then Track List.
Note: You can track packages for multiple dates and shipments by
highlighting the specific date or shipment and continuing to click Add.
3. WorldShip connects you directly to the Tracking Page on ups.com and
displays package information.
4. If desired, print the tracking information.
5. Close the Tracking Page window to return to WorldShip.
© 2000-2019 United Parcel Service of America, Inc. All rights reserved. 01/19 User Guide 23
Billing and rating features
Fuel surcharge Selecting bill-to information
UPS fuel surcharges are automatically included in the rate displayed for each Use the bill-to fields to indicate who pays for the transportation, duty and tax
shipment. The surcharges can change potentially from month to month. A charges to ship a package, shipment or movement. These fields appear in
software update will be provided to you automatically. several windows, including the Service tab in the Shipping window. The bill-to
For more detailed information on the UPS Fuel Surcharge, go to ups.com fields include:
or select WorldShip on the Support tab and then UPS WorldShip Help; type Bill Transportation To includes Shipper, Receiver, Third Party or Consignee
Fuel Surcharge. Billed options to indicate who pays the transportation cost to ship the
package, shipment or movement.
Cost Center Calculator Bill Duty and Tax To includes Shipper, Receiver or Third Party options to
The Cost Center Calculator helps you to update the shipping charges indicate who pays the duty and tax costs to ship the package, shipment or
displayed by WorldShip for shippers. These updated rates do not affect your movement.
UPS billed shipping charges. Instead, the updated rates affect only the
Split Duty and Tax check box indicates if you want the transportation payer
shipping rates you charge your customers.
instead of the tax payer to pay the duty cost to ship the package, shipment
To open the Cost Center Calculator, select More Tools on the Tools tab and or movement. If you select this check box, the Bill Transportation To title
then Cost Center Calculator. When the Cost Center Calculator opens, you changes to Bill Transportation and Duty To, and the Bill Duty and Tax To title
will notice the window is divided into left and right panes. Select a shipper in changes to Bill Tax To. To reverse this selection, clear the Split Duty and Tax
the left pane to display the rate categories (that is, services, accessorials and check box. A confirmation message appears each time you select or clear this
surcharges) in the right pane. Select a rate category in the left pane or double- check box.
click a rate category in the right pane to display all the items you can update
for that category in the right pane.
For step-by-step instructions on how to modify your rates, select Help on the
Help menu in the Cost Center Calculator.
© 2000-2019 United Parcel Service of America, Inc. All rights reserved. 01/19 User Guide 24
Billing and rating features
Third party billing
1. Process shipments as outlined on page 1 of this guide. Here are the steps:
n Specify the receiver’s address.
n Select a UPS service.
n Select a package type.
n Select Third Party in Bill Transportation To and the Third Party Address
window appears.
2. In the Third Party Address window, type the address and account number
of the person or company that will pay all of the charges that the shipper
would pay for the current shipment. Then click OK.
3. In the Shipping window, type the weight of the package and click
Process Shipment.
© 2000-2019 United Parcel Service of America, Inc. All rights reserved. 01/19 User Guide 25
Additional features and functionality
Quick Commands 3. Edit the selected command as follows:
The Quick Commands Editor allows you to select from a predefined list of n If you added a command that can be added more than once, the Quick
commands and configure those commands for use on the Import/Export tab. Commands Editor window appears so you can configure the selected
See Creating the Quick Commands list. command. See Modifying Quick Commands.
n If you added a command that can be added only once, continue with step 4.
Tip: If you want to change the defaults for the selected command, click Edit.
See Modifying Quick Commands.
4. Arrange the commands on the Quick Commands list in the desired order:
n To move a command up, select the command and click Move Up.
n To move a command down, select the command and click Move Down.
5. To view and use the Quick Commands list, on the Import/Export tab, select
a command on the Quick Commands list.
© 2000-2019 United Parcel Service of America, Inc. All rights reserved. 01/19 User Guide 26
Additional features and functionality
Modifying Quick Commands (continued) Selecting label stock
4. Complete the appropriate action: Ensure that the correct label stock is loaded into your label printer. The
n For Shipper Number, click the down arrow in the Select Shipper Number required label stock varies by the type of custom label template used,
box and select a shipper number. as follows:
n For Profile, click the down arrow in the Select Profile box and select a n A Shipment Label Header template allows you to customize the top two-
profile. inch extended area of the following label stock dimensions: Thermal 4 x 8
or 4 x 8¼, Laser 8½ x 11 (1 Label per Page), Laser 8½ x 11 (2 Labels per Page),
n For Start Keyed Import, select a map name in the Start Keyed Import box.
and Laser A4 210 x 297.
n For Batch Import, select a map name in the Start Batch Import box.
n A Doc Label template allows you to customize the lower two-inch area of
n For Batch Export, select a map name in the Start Batch Export box. the following label stock dimensions: Thermal 4 x 8 or 4 x 8¼ (Perforated).
5. To add a tooltip for the command, type up to 80 characters in the Tooltip n A Consignee Label template allows you to customize any portion of the
Text box or use the predefined tooltip. consignee label (an additional label that does not replace the shipment
6. Click OK. label) on the following label stock dimensions: 4 x 8 or 4 x 6.
7. Repeat this procedure as needed or click OK. Creating or editing a custom label template
Error labels printed during Batch Processing 1. On the Tools tab, select Create/Edit Custom Labels. The Custom Label
Editor window appears.
WorldShip now prints error labels by default for each package whose shipment
fails validation during Batch Processing. The Label identifies the error with 2. If you want to edit an existing template:
the information needed to correct the package for processing and serves as n Under Existing Templates, select the template that you want to edit.
a placeholder to maintain the proper order of labels to packages. The Print n Click Edit. The Edit Template window appears.
Error Label during Batch Processing option is located under Preferred Label
Note: You cannot edit or delete the UPS Sample templates. You can copy
Printing on the Printing Setup tab in the System Preferences Editor window.
and edit a UPS Sample template. See step 3.
Custom labels n Skip to step 6.
The Custom Label Editor allows you to create, save, edit and delete multiple 3. If you want to create a template based on an existing template, such as a
templates for custom labels. Custom labels can include an image, a promotional UPS Sample template:
message, text, shipment fields, or a combination of these items. To specify n Under Existing Templates, select the template on which you want to
which custom label template to use, assign the labels to print when using base the template.
a profile or add a button to the custom toolbar.
n Click Copy. The Copy Template window appears.
n Enter a template name up to 50 characters in the Enter the Name of the
New Template box and click OK. The Edit Template window appears.
n Skip to step 6.
© 2000-2019 United Parcel Service of America, Inc. All rights reserved. 01/19 User Guide 27
Additional features and functionality
Creating or editing a custom label template (continued)
4. If you want to delete an existing template:
n Under Existing Templates, select the template that you want to delete.
n Click Delete. A message asks you to confirm the deletion.
n Click Yes. The Custom Label Editor window appears.
n Skip to step 11.
5. If you want to create a new template:
n Under New Template, click the down arrow in the Template Type box
and select a type of label.
n Type a name up to 50 characters for the new template in the Template
Name box.
n Click Create. The Edit Template window appears.
6. Add each element to the canvas using one of the following add options:
Note: Sort the WorldShip fields alphabetically by clicking the Field column label.
n Add a Field — Click the down arrow in the WorldShip Fields box and
select a field category. Using the field list under the field category, select
a field, and then drag and drop the field to the desired location on the
canvas to place the field.
n Add Custom Text — Type the text up to 45 characters in the Custom Text
box, click Add Text, and click the desired location on the canvas to place
the text.
n Add a Field without Text — Select the Add Data Field Only check box.
n Add Test Data — Select the Display Test Data check box to pre-populate
the field with test data.
n Add an Image to the Canvas — Select an image under Image Library and
drag and drop the image to the desired location on the canvas to place
the image.
n Add an Image to the Image Library — Click Add Library Image. In the Add
Image window, supply the path to the image or click Browse and browse to
and select the image. Then click OK. The image is saved in the Image Library.
n Add a Horizontal Line — Click Add Line under Template, click and hold
the left mouse button to indicate the beginning of the line on the canvas,
drag the line to its end, and release the left mouse button.
© 2000-2019 United Parcel Service of America, Inc. All rights reserved. 01/19 User Guide 28
Additional features and functionality
Creating or editing a custom label template (continued) Custom label printing setup
7. Modify the properties of the fields and text placed on the canvas as needed: 1. On the Tools tab, select Systems Preferences Editor and then the Printing
n Select the item on the canvas. Setup tab.
n Under Field Properties, change the font and alignment, make the text 2. Highlight the appropriate label printer in the Printer grid and click Printer
bold, or define a barcode. Setup.
n Under the WorldShip fields list, change the field length. 3. In the Label Printer Setup window, ensure that the correct label configuration
n Click Modify. is selected. Update the Label Stock Dimensions and Extended Area Usage
boxes as needed for the intended label type.
8. Remove field(s) on the canvas as follows:
4. Click Apply.
n To remove one field, select the field on the canvas and click Remove.
A message asks you to confirm the deletion. Click Yes, and the field is 5. On the Printing Setup tab, select the appropriate check boxes as needed
removed from the canvas. to indicate a Doc or Consignee label.
n To remove all fields, click Remove All. A message asks you to confirm the 6. Click Update and OK.
deletion. Click Yes, and all fields are removed from the canvas.
9. To test the custom label, click Print Test Label. The label prints using the
current label printer selection in system preferences.
10. To assign the custom label template to a profile, select the appropriate
profile check box under Associate with Profile. The saved custom label
template is used for all shipments processed using the selected profile.
ote: You can also assign a custom label to a profile by clicking Select
N
Custom Label in the Profile Editor window.
11. Click OK.
© 2000-2019 United Parcel Service of America, Inc. All rights reserved. 01/19 User Guide 29
Resources
Accessing help
You have several options for accessing help: 3. By phone (in the U.S. only):
1. Within the software: If you have technical questions about WorldShip that cannot be answered
by this guide or WorldShip Help, call 1-888-553-1118.
WorldShip Help
n To search for specific information, select WorldShip on the Support tab and Be sure you have the following information when you call:
then UPS WorldShip Help. On the Index tab, type the name of the task, n Your UPS account number and WorldShip Software Version (found in the
term or concept and press Enter. lower right-hand corner of the WorldShip screen).
n To find general information about WorldShip, select WorldShip on the n Name and version of your PC operating system and type of printer.
Support tab and then UPS WorldShip Help; select the Contents tab and n Communication method (Direct Access or Dial-up Access).
select a topic.
For general information, call 1-800-PICK-UPS® (1-800-742-5877). For
n To find help for a specific window, click the ? in the top right corner (if
international shipping information, call 1-800-782-7892.
available) and then a field, click the Help button (if available) or hold
down the Shift key and click F1.
n The WorldShip User and Installation Guides are available as PDFs for
viewing and printing. Make sure you install the free Adobe® Reader® soft
ware that can be downloaded from adobe.com. Follow the steps below to
obtain a copy of the Guides:
1. O n the Support tab, select WorldShip and then UPS WorldShip User
Guides.
2. In the WorldShip User Guides page, click the Download link for the
desired guide.
3. View and print the document as needed.
2. On the Web:
Go to worldship.ups.com to find additional support documents.
© 2000-2019 United Parcel Service of America, Inc. All rights reserved. 01/19 User Guide 30
Resources
Technical support numbers
If you have questions about WorldShip that cannot be answered by this guide or WorldShip Help, call the following numbers:
© 2000-2019 United Parcel Service of America, Inc. All rights reserved. 01/19 User Guide 32
Dangerous Goods shipments
Viewing a Dangerous Goods Chemical Record
You can view chemical records from the Personal Chemical Table or the UPS
Chemical Table by selecting the Dangerous Goods Chemical Record Viewer
on the My Services tab in the Shipping window or by clicking View Chemical
Records in the Dangerous Goods Chemical Record Editor.
To view a record from the Personal Chemical Table:
1. In the Dangerous Goods Chemical Record Viewer window, the Chemical
Table defaults to Personal, the Regulation Set defaults to All and Search
Results displays all records for all regulation sets that currently exist in the
Personal Chemical Table. You can enter specific search criteria and filter
search results.
2. Select a record and look under Record Details for the record’s fields
and values.
3. To delete the selected record, click Delete and then confirm the deletion.
To view a record from the UPS Chemical Table:
1.In the Dangerous Goods Chemical Record Viewer window, select UPS under
Chemical Table. Regulation Set defaults to the first regulation set in the
table. The search criteria include the Regulation Set, Identification Number
and Proper Shipping Name. Search Results displays all records with the
same regulation set determined by the value set in the Regulation Set.
2. R
ecord Details displays the value or content of the currently selected
record. You cannot delete the selected record.
3. You can add UPS Chemical data to your Personal Chemical Table for use
on Dangerous Goods shipments.
© 2000-2019 United Parcel Service of America, Inc. All rights reserved. 01/19 User Guide 33
Dangerous Goods shipments
Processing a Dangerous Goods shipment
1. Specify the Ship To address.
2. Specify the Ship From address.
3. Specify the shipment-level and option details, such as UPS service and
bill-to information, commodity information, shipping options, shipment
dimensions, shipment description, shipment reference numbers and
a packing list.
4. On the Options tab, select Dangerous Goods.
5. Click the down arrow in the Current Regulation Set box and select
the appropriate regulation set.
6. Click the down arrow in the DG Reference 1 box and select a DG
reference or click Details to search for the DG reference.
7. Repeat steps 5 and 6 if you have additional Dangerous Goods in your
shipment. If not, click Process Shipment.
To process a Dangerous Goods shipment as part of a freight shipment:
1. Follows steps 1 and 2 above.
2. On the Service tab select the Freight check box, a Ground Freight UPS
service, supply the commodity information and the HM/DG check box.
3. On the Options tab, the HAZMAT/Dangerous Goods check box will
already be selected. Continue by supplying the Emergency Contact
Name and Emergency Telephone.
4. Click Process Shipment.
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