Transcript UPS CampusShipTM User How

March 2008
Contacts
Cathy Hammond
Sr. Account Mgr.
713-443-9786
Reyes Garcia
Customer Solutions
832-633-0964
Verna Molandes
Administrator
281-847-6769
UPS Preferred Customer Service
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800-377-4877
* Package Tracking, ETC
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Contents
•
UPS CampusShip
– Set Up
– Shipping
– Administrative
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UPS CampusShip
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What Is UPS CampusShip?
An easy-to-use Web-based shipping system that enables
multiple users within Allied Home Mortgage to ship packages
from any computer connected to the Internet without the
need for mailroom processing or handwritten airbills.
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How Does UPS CampusShip
Help My Department?
• Streamline the allocation of shipping
charges by capturing Allied’s Branch
Number at the time the package is
shipped
• Provide better service to your
customers or clients with address
validation, proactive e-mail
notification and package tracking
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CampusShip Set Up
How to Get Set Up
You will receive two
e-mails:
• An e-mail with your User
ID and the Web address
to access the site
• An e-mail with your
temporary Password
TIP: Save this e-mail and
write down your User ID.
TIP: Bookmark or write
down your company’s
CampusShip Web address.
NOTE: Your User ID and
Password are case-sensitive
and must be entered exactly
as they appear.
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Who Is My Company’s
Administrator?
Dear TEMP TRAINING:
Welcome to UPS CampusShip(TM). To access your new web-based
shipping system, please visit: www.CampusShip.ups.com/allied .
To begin shipping, you will need to enter your User Name (ID) and
Password.
• Your Welcome E-mail
will also provide you with
the name, e-mail and
phone number of your
administrator.
Your *temporary password is: hKmH3p
*Please Note: Upon initial login, you will be required to change your
password.
Your User Name (ID) and Password are case sensitive.
If you have any questions, please contact your Company Administrator.
Company Contact: Administrator
Phone: ###-###-####
E-mail: [email protected]
Allied Home Mortgage Contact
Thank you and enjoy UPS CampusShip.
Please do not reply directly to this e-mail. UPS will not receive any reply
message. For questions or comments, contact your UPS CampusShip
Company Administrator.
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Login
#
Input Employee
“User ID”
“Copy & Paste” Password
“Click” Log In
Using the Web address provided in your “Welcome to UPS CampusShip”
e-mail, access your CampusShip site. The initial Login screen will appear.
Enter your User ID and temporary Password and click the Log In button.
Optional Step: To change the language on the login page, choose from the
Languages drop-down menu, then select the blue arrow.
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Login
Input “New Password”
“Click” Update
• The Update Profile screen will appear when you log on the first time. It prompts
you to change your temporary Password to a Password of your choice.
• Select the Update button.
You are now ready to begin using UPS CampusShip.
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CampusShip Shipping Screen (Home Page)
“Click” My Settings
When you log in, you will be taken to the shipping screen.
To update your personal information and access address books,
select the My Settings button on the top, right side of the tool bar.
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My Settings
1
3
2
After selecting My Settings on the tool bar, you can select the appropriate link
to edit user profile, change password, and create and search address books.
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#1 Edit User Profile
Verify Information
“Click” Update
By selecting the Edit User Profile link on the My Settings screen, you can update
your user name, e-mail, and phone and fax numbers.
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#2 My UPS Address Book
“Click” Create New Address
From My Settings, you can create, search and import address books,
or add to your My UPS Address Book.
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#2 Create New Address & Ship From Address
Complete all fields (Bold fields are required)
“Check” Box
“Click” Create
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#3 Edit Shipping Preferences
Select “Service Level”
Select “Most used Packaging”
Select “Your Address”
Select “Your Address”
Verify Branch Number
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#3 Edit Shipping Preferences
(Con’t)
[email protected]
Select QVN
Options
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#3 Edit Shipping Preferences
(Con’t)
If you want a
Receipt
“Check” Box
If you want to
automatically add
addresses to your
address book
“Check” Box
“Click” Update
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CampusShip Shipping
Shipping
4 easy steps to get you shipping with UPS CampusShip:
1.
2.
3.
4.
Address — Who are you sending the package to?
Service Options — When do you want to get it there?
Branch Number — What department should be charged?
Additional Services — Do you need email notification sent to your
customer?
Note: For detailed instructions, select the Help link in the left-side navigation or see the Shipping
Quick Start Guide.
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Address
“Select” or Enter
“New Address”
After logging in, you will
automatically be taken
to the Shipping screen.
Select an address from:
• Your My UPS
Address Book
• Or, select the Enter
New Address link.
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Enter New Address
• When you select the Enter
New Address link, a popup window will appear.
Key in the address.
• To save the new address,
select Save as New Entry
(in drop-down) from My
UPS Address Book
Options. Make sure to
record a “nickname” for
this entry.
Enter
new
address
• Then, select the Update
button.
Save
new address
(include “nickname”)
“Click” Update
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Shipment Information —
Service Level
• In the Shipment
Information section,
enter the appropriate
service level detail.
“Select”
Service
Level and
Packaging
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Shipment Information —
Additional Services
• In the Shipment Information
section, you can also
choose from several
additional features.
• Select the Add Shipping
Options button (lower left).
“Click”
Preview
Shipme
nt
“Click” for
Additional Options
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“Clic
k” to
ship
Now
NOTE: Service options may vary
based on the shipping privileges
your administrator has selected.
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Shipping Options
“Click” to view
Guaranteed Delivery
Time
This is the Add Shipping
Options screen. It allows
you to select:
[email protected]
Add additional email
addresses for e-mail
notifications
• Quantum View NotifySM
– Ship Notification
– Exception Notification
– Delivery Notification
• Calculate Delivery Time
“Input” a message
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Shipping Options (cont’d)
Package information
will carry over from
Main Shipping
screen.
Payment Method will
automatically default
to the appropriate
account number.
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“Click” to
Preview
Info.
“Click”
Ship
Now
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Preview Shipment
“Click” Edit to
make any
changes
• When you select the
Preview Shipment button,
this screen will appear.
Review shipment detail
for accuracy.
• To make address or
service changes, select
the appropriate Edit links.
• To process the shipment,
select the Ship Now button.
• To cancel the shipment,
select the Cancel
Shipment button.
“Click” Ship Now
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Complete Shipment
• This screen appears when
you select the Ship Now
button.
• Your shipping label will be
sent directly to your printer.
• To void shipment, select
the Void Shipment button.
“Click” if
you want a
Receipt
“Click” if you want
Void Shipment
“Click” View/Print
“Click” if you
want to print
a Return
Label
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Shipping Label
• Follow the instructions on the
label to complete the
shipment.
• Take your package to
the UPS drop-off within MD
Anderson.
• Or, to find a drop-off location
near you:
• Select the “Resources” tab
• Then select the UPS
Locations link
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View History or Void Shipment
“Click” to View History
or Void a Shipment
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Tracking and Voiding
Tracking and voiding
shipments are easy with
UPS CampusShip. No need
to write down numbers; it’s
all right at your fingertips.
Time
Period
• Select the View History or
Void Shipment link on the
left-side navigation of the
CampusShip screen and
select the OK button.
Select
appropriate
Category
“Check”
• To Track:
– Select the box next to the
shipment(s) you wish to
track and then select the
Track button.
Box
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Tracking and Voiding (cont’d)
• To Void:
– Select box next to the
shipment you wish to void
and then select the
Void Shipment button.
– Select the OK button
to void the shipment or
the Cancel button to quit.
– An X will appear next
to the voided shipment.
“Click”
Void
Shipment
“Check”
Box
TIP: You may void shipments
within 24 hours of processing,
if UPS has not picked up the
package.
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Help
• Select the Help link from the left-side navigation of the CampusShip screen.
• Or, see the Shipping Quick Start Guide under Downloads in the Help menu.
• Or, call your UPS CampusShip Administrator.
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Questions?
© Copyright 2004 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. July 2004 release.