FedEx Ship Manager 2220 Quick Guide Table of Contents

FedEx Ship Manager 2220
Quick Guide
Table of Contents
New Shipping Labels
3
Reporting Residential Surcharges
6
New Service Options and Packaging
6
International Shipping Enhancements
7
Using the New Hold File
8
•
Flexible Shipping Options
8
•
Customize System Settings
9
•
Save a Shipment in the Hold File
9
•
Save a Multiple-Piece Shipment in the Hold File
11
•
Edit a Shipment Directly on the Hold File Screen
12
•
Edit or View a Shipment on the Shipping Screen
13
•
Ship a Package from the Hold File
14
•
Delete a Shipment from the Hold File
15
•
Duplicate a Shipment in the Hold File
15
•
Assign a Tracking Number
16
•
Weigh Packages on a Scale
16
•
Customize the Hold File Screen
19
•
Import a PassPort File
20
FedEx Ship Manager 2220
Quick Guide
Additional Information
Technical Support
•
•
In the U.S., dial 1 888 670-8981 and select option 1.
In Canada, dial 1 877 853-4485 and select option 2.
Online Help
•
•
For “How To” instructions, click any Help button or select Help Topics from the
Help menu. Then double-click on any topic from the Contents page.
Be sure to check the FedEx Bulletin Board for messages from FedEx®.
FedEx Web Site
•
•
For the latest information about FedEx, click the fedex.com button at the top of the
FedEx shipping screen to visit the FedEx Web site.
Then click on any link to explore the latest features and news from FedEx.
The information contained in this Quick Guide is confidential and proprietary
to FedEx. No part of this Quick Guide may be distributed or disclosed in any
form to any third party without the written permission of FedEx.
This Quick Guide is provided to you under and its use is subject to the terms
and conditions of the FedEx Automation Agreement. Any conflict between the
information contained in this Quick Guide and the applicable FedEx Service
Guide will be controlled by the FedEx Service Guide.
© 1998-2004. FedEx Express Corporation. Unpublished.
FedEx Ship Manager | 2220 | New Features
New Shipping Labels
FedEx is excited to bring you the latest technology in its new shipping label barcode and design.
As soon as you begin shipping, you’ll notice a new, uniform look to all your FedEx Ship Manager
shipping labels.
The most important change that you’ll discover is the boldface E or G on the right side of your
labels. You’ll also discover a boldface H for your FedEx Home Delivery® shipments. These letters
tell you which FedEx service you selected for your shipments:
• E FedEx Express®
• G FedEx Ground®
• H FedEx Home Delivery®
To help you identify information on your new shipping labels, take a look at the following examples.
FedEx Express® Shipping Label
The letter “E”
represents FedEx
Express service types.
The new 2D barcode
contains more
information that
FedEx uses to deliver
and track your
packages.
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FedEx Ship Manager | 2220 | New Features
FedEx Ground® Shipping Label
References appear
below the recipient
information.
4 FedEx Ship Manager Quick Guide
The letter “G”
represents FedEx
Ground service.
FedEx Ship Manager | 2220 | New Features
FedEx Home Delivery® Shipping Label
The letter “H”
indicates FedEx
Home Delivery service
was selected.
Residential
surcharges are printed
in the doc-tab portion
of the label.
The letter “G” also
prints on the label
when FedEx Home
Delivery is selected.
FedEx Ship Maanger Quick Guide 5
FedEx Ship Manager | 2220 | New Features
Reporting Residential Surcharges
With the new software, residential surcharges and delivery area surcharges are included in
your courtesy charges when you print your shipping labels and reports.
For example, the doc-tab label below includes a residential surcharge in the “Special” services
amount. These surcharges also display on your shipping screen when you request a rate
quote, and they can be included in validator labels.
A residential
surcharge is
included in the
“Special”
services amount
on the doc-tab.
New Service Options and Packaging
FedEx Express Saturday Delivery Freight
FedEx introduces Saturday Delivery for FedEx Freight® shipments to select locations. If
Saturday Delivery is available for your shipment, Saturday Delivery displays in the Special
services list on the Options screen. The Freight services that offer Saturday Delivery include:
• FedEx 1Day Freight
• FedEx 2Day Freight
• FedEx International Priority Freight
FedEx 2Day® Service Packaging
If you ship FedEx Express 2Day service, now you can select FedEx packaging types including
FedEx Pak, FedEx Box, and FedEx Tube.
6 FedEx Ship Manager Quick Guide
FedEx Ship Manager | 2220 | New Features
International Shipping Enhancements
International Postal Code Validation
To make sure your international package clears customs and arrives on time, FedEx Ship Manager
checks whether the recipient’s postal code matches the city, state, or province. If the postal
code does not match, the following message displays:
Click OK and correct the address to continue.
Expanded Declared Value Field
FedEx international commodity shipments now allow you to enter a larger amount for declared
value. The following example highlights the extra spaces in the Unit value field for an individual
commodity type.
For international
commodities, you can
enter a larger value
for the declared value.
FedEx Ship Maanger Quick Guide 7
FedEx Ship Manager | 2220 | New Features
Using the Hold File
Now you have the convenience of saving shipment information in a hold file so you can edit,
copy, and complete shipments at a later date or time. Once your system has been set up to use the
hold file, you can save shipments from the shipping screen, and you can import shipment
information from a PassPort transaction file.
Flexible Shipping Options
To find a shipment,
search on one of the
search fields in the
choice list. For
example, search on
the recipient country.
Customize allows you to select the information you want to display on the hold file screen,
such as Recipient ID, Package Weight, and Service Type.
Delete removes a shipment from the hold file.
Assign Tracking # automatically assigns a tracking number to a domestic or international
package. You do not have to wait until you ship the package to assign a tracking number.
Edit displays the shipment information on the shipping screen, so you can view and modify
shipment information. When you finish entering your changes, you can save the shipment in the
hold file. Or you can ship the package and print the label.
Read Scale automatically reads the weight of the package from a scale, if a scale is connected
to your shipping system.
Duplicate copies a shipment and prints a shipping label. The shipment information does not
display on the shipping screen.
Ship completes a shipment and prints a shipping label immediately. The shipping screen does
not display the shipment information.
8 FedEx Ship Manager Quick Guide
FedEx Ship Manager | 2220 | New Features
Customize System Settings
If the hold file is not available on your system, you must enable the hold file in system settings
and then reboot your system. To update system settings, you need an administrator password.
If you have the administrator password, follow these steps to enable the hold file:
1.
Select System Settings from the Customize menu at the top of the screen.
2.
Select your meter and account number.
3.
Click on the 6 - Integration tab and enter the administrator password.
4.
Check the “Enable Hold File” box at the bottom of the screen. Then reboot your system.
Save a Shipment in the Hold File
You can save shipments in the hold file once the hold file has been enabled on your system. If the
hold file has been enabled, the Hold box displays above the Recipient ID on the shipping screen.
1.
Check the Hold box above the Recipient ID on the shipping screen.
The Ship button at the bottom of the shipping screen changes to the Hold button.
2.
Select a Recipient ID or enter the recipient information on the shipping screen.
3.
Select the current sender and return sender.
Check the Hold box to save a
shipment in the hold file.
You can save domestic
and international
shipments in the hold
file when you ship
packages from the
shipping screen.
When you check the Hold box at the top of the
screen, the Ship button changes to the Hold button.
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FedEx Ship Manager | 2220 | New Features
4.
Complete the following required package details and billing details:
• Number of packages
• Package weight
• Service type
• Package type
• Bill shipment to
• FedEx billing account number
Note: If a scale is attached to your shipping system, you can read the package weight from
the Hold File.
5.
Enter any additional information on the Shipment details screen and Options screen.
Note: If you check the Shipment notification box, FedEx Ship Manager does not send the
message until you ship the package.
6.
To save the shipment, click the Hold button at the bottom of the shipping screen.
7.
To modify, copy, ship, or delete the package, continue on the following pages.
The Ship Date automatically changes to the current date when
you ship the package from the hold file.
Click the Hold button to save the shipment in
the hold file.
10 FedEx Ship Manager Quick Guide
FedEx Ship Manager | 2220 | New Features
Save a Multiple-Piece Shipment in the Hold File
You can save a multiple-piece shipment in the hold file just as easily as you can save a singlepiece shipment. Once you hold the shipment, you can enter individual package weights from the
hold file screen, or you can weigh each package on a scale.
1.
Check the Hold box above the Recipient ID on the shipping screen.
2.
Select a Recipient ID or enter the recipient information on the shipping screen.
3.
Select the current sender and return sender.
4.
Complete the following required package details and billing details:
• Number of packages
• Package weight
• Service type
• Package type
• Bill shipment to
• FedEx billing account number
Enter any additional information on the Shipment details screen and Options screen.
5.
6.
If you do not want to enter individual package weights or other information, click the Hold
button at the bottom of the shipping screen.
7.
To enter individual package weights or optional information, click the Multiple-piece shipment
button on the Shipment details screen.
8.
On the MPS Information screen, enter the weight of the first package in the Package weight
field. Enter any additional information for the package and click the Add button.
9.
Enter the weight of each package in the Package weight field. Add any additional information
available and click the Add button.
You can enter and
change individual
package information
when you send the
shipment from the hold
file.
10. When you finish entering the weight of each package, click the Hold button.
Note: If the Ship Now button displays instead of the Hold button, click the Save & Exit
button to return to the Shipment details screen. Check the Hold box above the recipient
information. Then click the Hold button at the bottom of the shipping screen.
FedEx Ship Maanger Quick Guide 11
FedEx Ship Manager | 2220 | New Features
Edit a Shipment Directly on the Hold File Screen
Once you save a shipment in the hold file, you can modify the shipping information directly on
the hold file screen. You can also modify additional information that does not appear on the hold
file screen by using the Edit button.
To modify information on the hold file screen, follow the instructions below. To modify additional
information, such as special services, continue on the next page.
1.
Select Hold File from the Shipping List button at the top of the screen.
2.
Find the shipment you want to modify. If you need help finding the shipment, perform a
search on one of the search fields described below.
3.
Search Fields
Search fields appear in the choice list beside the Search button at the top of the hold file
screen. Examples include Recipient company, Service type, P.O. Number, Reference, and
Department/Notes.
In the Search for field, enter information describing the field. For example, enter “ABC
Company” for Company name or “P.O. 123” for P.O. Number.
Enter changes
directly on the
screen, or select a
Service Type or
Package Type from
the choice lists.
4.
Click on the information you want to change. For example, to change the Package weight for
Recipient ID COMPANY1, click on the Package weight field on the COMPANY1 line.
5.
Enter your changes.
6.
If you are changing the Service Type or Payment Type, choose the new service or payment
from the choice list.
7.
Enter any additional changes and click OK.
Domestic and
international service
types appear on the
same choice list.
12 FedEx Ship Manager Quick Guide
FedEx Ship Manager | 2220 | New Features
Edit or View a Shipment on the Shipping Screen
When you use the Edit button to edit a shipment from the hold file screen, the shipment information
displays on the shipping screen. Then you can view and edit additional shipping information,
such as special services and international commodites. When you finish, you can ship the
package or save the package back in the hold file.
Note: You can also modify shipping information directly on the hold file screen. However, the
Edit button gives you the ability to view and enter shipping information that does not display on
the hold file screen.
1.
Select Hold File from the Shipping List button at the top of the screen.
2.
On the hold file screen, click on the shipment you want to edit or view.
3.
Click the Edit button to edit or view the shipment information.
4.
Make changes as needed to the shipment.
5.
If you are ready to ship the package, click the Ship button at the bottom of the screen.
If the Hold button displays instead of the Ship button, remove the check mark from the Hold
box above the Recipient ID.
6.
If you are not ready to ship the package, click the Hold button at the bottom of the shipping
screen.
If the Ship button displays instead of the Hold button, check the Hold box above the
Recipient ID on the shipping screen.
Check the Hold box
to save the shipment
in the hold file.
Remove the check
mark from the Hold
box to ship the
package.
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FedEx Ship Manager | 2220 | New Features
Ship a Package from the Hold File
Once you save a shipment to the hold file, you can complete the shipment and print the label
from the Hold File screen at any time.
1.
Select Hold File from the Shipping List button at the top of the screen.
2.
On the hold file screen, click on the package you want to ship.
To modify the shipment
3.
To change the shipment information shown on the hold file screen, enter your changes
directly on the hold file screen.
4.
To edit or view additional shipping information that displays on the shipping screen, such
as special services, click the Edit button.
To ship the package
5.
Click the Ship button.
6.
If you are on the shipping screen and the Hold button displays instead of the Ship button,
remove the check mark from the Hold box above the Recipient ID.
If there is an error
•
If there is an error and the shipment is not completed, an error message displays on the hold
file screen and an error label prints on your label printer.
To duplicate and ship
a package without
viewing or editing the
shipment, click the
Duplicate button.
To ship a package without viewing or editing
the shipment, click the Ship button.
14 FedEx Ship Manager Quick Guide
FedEx Ship Manager | 2220 | New Features
Delete a Shipment from the Hold File
1.
Select Hold File from the Shipping List button at the top of the screen.
2.
On the hold file screen, click on the shipment you want to delete.
3.
Click the Delete button at the bottom of the screen.
Duplicate a Shipment in the Hold File
Once you save a shipment in the hold file, you can duplicate and ship the package, while leaving
the original shipment in the hold file.
Note: When you duplicate a shipment, a shipping label prints immediately. You cannot make
changes to the shipment.
1.
Select Hold File from the Shipping List button at the top of the screen.
2.
On the hold file screen, click on the package you want to duplicate.
The shipping label prints immediately unless there is an error.
If there is an error
•
If an error occurs and the shipment is not processed, an error message displays on the screen
and an error label prints on the label printer.
When you duplicate
a shipment, a
shipping label prints
immediately.
The shipping screen
does not display.
FedEx Ship Maanger Quick Guide 15
FedEx Ship Manager | 2220 | New Features
Assign a Tracking Number
FedEx Ship Manager assigns a tracking number to a shipment when you ship the package. If
you need a tracking number before you complete the shipment, you can assign a tracking
number from the hold file.
1.
Select Hold File from the Shipping List button at the top of the screen.
2.
On the hold file screen, click on the shipment you want to select.
3.
Click the Assign Tracking # button at the bottom of the screen.
Weigh Packages on a Scale
If a scale is connected to your shipping system, you can weigh a shipment directly on the hold
file screen.
1.
Select Hold File from the Shipping List button at the top of the screen.
2.
On the hold file screen, click on the shipment you want to weigh.
3.
Click the Read Scale button at the bottom of the screen.
4.
Place the package on your scale.
5.
To ship the package, click the Ship button at the bottom of the shipping screen.
You can assign a
tracking number on
the hold file screen
before you ship a
package.
16 FedEx Ship Manager Quick Guide
FedEx Ship Manager | 2220 | New Features
Edit or Send a Multiple-Piece Shipment from the Hold File
To edit or process a multiple-piece shipment from the hold file, keep the following points in mind
and follow the instructions below.
Key points:
•
If the weight of an individual package is missing, you will receive an error label and the
shipment will remain in the hold file when you click the Ship button.
•
When you click the Edit button, the Hold box is checked on the shipping screen. Remove the
checkmark if you want to process the shipment after you edit the shipment.
•
When you enter information on the Multiple-Piece Shipment Information screen, you can
save your entries and return to the shipping screen by clicking the Save & Exit button.
How to send a multiple-piece shipment from the hold file
Note: You must enter the weight of each package to successfully process the shipment. If the
weight is missing for one or more packages in the shipment, you will receive an error label and
the shipment will remain in the hold file. In addition, an error message displays in the Error
Message column on the far left: “A weight is required.”
1.
Select the shipment from the hold file screen. Click the Edit button.
2.
If you want to save your changes and keep the shipment in the hold file, the Hold box
should be checked.
3.
If you want to ship the package after making changes, remove the check mark from the Hold
button above the recipient information on the shipping screen.
4.
Click the Multiple-piece shipment button on the shipping screen.
Enter the weight of
each package in a
multiple-piece
shipment.
Next, the Multiple-Piece Shipment Information screen displays as shown on the following
page. The Packages summary box lists each package in the shipment and displays the
package weight and declared value. If the weight was not entered for an individual package,
the weight is zero 0.
FedEx Ship Maanger Quick Guide 17
FedEx Ship Manager | 2220 | New Features
5.
If the weight is missing or incorrect for an individual package, click on the package in the
Packages summary box.
Enter the weight of the package in the Package weight field. Enter any additional package
information and click the Update button.
Individual package
weights are required
to process a
multiple-piece
shipment from the
hold file.
6.
Repeat the previous step for each package in the shipment.
7.
To process the shipment, click the Ship button at the bottom of the MPS screen. To save the
shipment, click the Hold button at the bottom of the screen.
To change the Ship or Hold button, click the Save & Exit button. Then check or un-check the
Hold box above the recipient information. Click the MPS button. Click the Hold or Ship
button at the bottom of the MPS screen.
18 FedEx Ship Manager Quick Guide
FedEx Ship Manager | 2220 | New Features
Customize the Hold File Screen
You can select the recipient information and shipment information to display on the hold file
screen by clicking the Customize button. Then select or de-select information to display on the
hold file.
To view all of the information that is currently selected, move the scroll bar at the bottom of the
hold file screen from left to right.
Move the scroll
bar to view all of
the shipment
information on
the hold file
screen.
FedEx Ship Maanger Quick Guide 19
FedEx Ship Manager | 2220 | New Features
Import a PassPort File
If you use the PassPort screen to process shipping transactions from a file, you can also save
the shipping transactions in the hold file. Once a shipment transaction is saved in the hold file,
you can use the features described in your Quick Guide.
1.
To import a transaction file to the hold file, select Process Transactions from the PassPort
menu at the top of the screen.
2.
Select a Processing Mode on the PassPort screen.
3.
Specify the Input file. An Output file is optional.
4.
Check the Process to Hold button on the PassPort screen.
5.
You can also select Process errors to hold so that you can view and correct errors directly
from the hold file.
6.
Click the Process button to begin.
7.
When you finish processing a transaction or a file, you can click on the Hold dashboard
button to view the shipments in the hold file. The transaction Id for each shipment displays
in the Transaction ID field on the hold file screen.
8.
Once a shipment is in the hold file, you can select the shipment and use any of the features
and buttons described in your Quick Guide.
If there is an error
•
If an error occurs when you process a transaction file, an error message displays in the Error
Message field on the hold file screen. The Error Message is the first field on the left of the
hold file screen.
Check the Process to
hold box to save
PassPort transactions
in the hold file.
Click the Hold dashboard button to display the hold file.
20 FedEx Ship Manager Quick Guide