fedex ship manager®

FedEx Ship Manager®

User GuideVersion 2350

FedEx Ship Manager Installation

During the FedEx Ship Manager installation, turn off any virus protection orfirewall programs on your PC. These programs may interfere with the FedExShip Manager installation. Close all other open files and programs and theninstall the software.

System Requirements

• Intel® Pentium® IV 2.0 GHz recommended (Intel® Pentium IV 1.7 GHzminimum)

• 512 MB RAM recommended (256 MB RAM minimum)

• 200 MB disk space

• Microsoft® Windows® XP with Service Pack 2, Microsoft® Windows® 2000with Service Pack 4, or Microsoft® Windows® Server 2003 with ServicePack 1

• LAN or DSL Internet access recommended (dial-up telephone line accessminimum)

• 4X CD-ROM or higher

• 3 1/2" floppy drive

• Microsoft® Internet Explorer® v. 6.0

• Available port if using a thermal printer

• Laser and/or inkjet printer for reports and labels

• Screen resolution of 1024 x 768 pixels recommended (screen resolution of800 x 600 pixels minimum)

The information contained in this User Guide is confidential and proprietary to FedEx. No part ofthis User Guide may be distributed or disclosed in any form to any third party without thewritten permission of FedEx.

This User Guide is provided to you under and its use is subject to the terms and conditions ofthe FedEx Automation Agreement. Any conflict between the information contained in this UserGuide, the FedEx Automation Agreement, and the applicable FedEx Service Guide will becontrolled by the FedEx Automation Agreement and the FedEx Service Guide, in that order.

© 1998-2007. FedEx. Unpublished.

Contents

FedEx Ship Manager | v. 2350 | User Guide 1

Introduction 5About this User Guide 5

Support Information 7

Quick Start 9At a Glance 9

U.S. and Canada Domestic Shipment 10

International Shipment 12

Return Shipment (U.S. Only) 16

What’s New 19FedEx® Address Checker 19

FedEx SmartPost® (U.S. Only) 20

U.S. and Canada Domestic and InternationalShipping Enhancements 21

FedEx Ship Manager for Latin America and the Caribbean 24

Chapter 1: Shipment Details 27At a Glance 27

Recipient Information 28

Sender Information 34

Package and Shipment Details 36

Billing Details 40

Address Book 42

Group Shipments 47

FedEx Address Checker 51

FedEx Freight LTL 54

Chapter 2: Options and Special Services 55At a Glance 55

Special Services 56

Optional Information 71

FedEx Insight® 72

ShipmentReceipt 73

FedEx ShipAlert® 74

Contents

2 FedEx Ship Manager | v. 2350 | User Guide

Chapter 3: International Requirements 77At a Glance 77

Document Shipments 78

Commodity/Merchandise Shipments 81

Customs 87

Chapter 4: Return Shipments (U.S. Only) 99At a Glance 99

Process Return Only 100

Process Return with Outbound 100

Return Information 101

Package and Shipment Details 102

Billing Details 107

Returns Shipping List 108

Return Packages Report 109

Chapter 5: Multiple-Piece Shipments (MPS) 111At a Glance 111

Preparing an MPS 112

FedEx Express MPS 114

FedEx Ground MPS 120

Chapter 6: Hold File 125At a Glance 125

Enable the Hold File 126

Save Shipments to the Hold File 127

Hold File Functions 128

Customize the Hold File 130

Contents


Chapter 7: Close 133At a Glance 133

Auto-close 134

Request Close (Manual) 135

Reports 136

Chapter 8: Track 137At a Glance 137

Track by Numbers and Reference 138

Track from Shipping History 141

Track Results 142

Chapter 9: Customize 143At a Glance 143

Shipping Profiles 144

Configurable References 153

Customize Fields 155

Customize User Prompts 157

Customize Doc-Tabs 158

System Settings 160

Chapter 10: Reports 163At a Glance 163

Shipment and History Reports 164

FedEx Express Invoice 165

Ship Log 166

FedEx Ground Manifest 167

Document Reprint 168

Customize Reports 169

Report Field Definitions 175

Customize Forms 178

Contents


Chapter 11: Databases 179At a Glance 179

Database Functions 180

Templates 184

Backup 189

Restore 190

Import 191

Export 193

Chapter 12: Integration 195At a Glance 195

Benefits of Integration 196

Preparing for Integration 197

Understanding Your Shipping Process 199

How Integration Works 200

Planning Your Profiles 201

The Integration Process 203

Using FedEx Integration Assistant 204

Locating Your Shipping Information 205

Example Integration Profiles 206

Using Your Integration Profiles 207

Chapter 13: FedEx SmartPost (U.S. Only) 209At a Glance 209

Service Areas 210

Preparing a Shipment 211

Shipping List 213

Labels 214

Close 215

Glossary 217

Index 221

Introduction


About this User GuideTo help you use FedEx Ship Manager to makeyour shipping, tracking, rating, and reportingoperations more efficient, the following sectionsand chapters are provided this User Guide:

Quick StartThis section presents the basic steps to prepareand process a single package for a U.S. andCanada domestic shipment, an internationalshipment, and a return shipment.

What’s NewThis section highlights the new features for thisversion of FedEx Ship Manager.

Chapter 1: Shipment DetailsThis chapter defines the fields and requirementsfor information entered on the Shipment detailsscreen, where you begin your shipments in FedExShip Manager.

Learn how to save time by using the AddressBook and setting shipping preferences forrecipients and groups. Also learn how to useFedEx Address Checker.

Chapter 2: Options and Special ServicesThis chapter defines the additional shippingoptions, special services, and referencesavailable on the Options and ShipAlert screens.

Chapter 3: International RequirementsThis chapter explains the additional steps andinformation required for international documentand commodity/merchandise shipments andcustoms documentation.

Chapter 4: Return Shipments (U.S. Only)This chapter shows you how to prepare andprocess a return shipment only or a returnshipment included with an outbound shipment.Return options include e-mail return labels,printed return labels, and Ground Call Tags.Return shipments are available for U.S. only.

Chapter 5: Multiple-Piece Shipments(MPS)This chapter explains the different options forFedEx Express® and FedEx Ground® multiple-piece shipments.

Send multiple-piece shipments using informationfor each package, total shipment informationonly, or parse pak.

Chapter 6: Hold FileThis chapter shows you how to use the Hold Fileto save, edit, duplicate, and delete shipments.

Learn how to customize the Hold File List todisplay only the fields you want to view and toselect Hold File lookup and sender addressoptions.

Introduction

Introduction


About this User GuideChapter 7: Close

This chapter explains how to change the auto-close time for FedEx Ground shipments and howto request a manual close for FedEx Express andFedEx Ground shipments.

Chapter 8: TrackThis chapter describes how to track yourshipments using tracking and Door Tag numbers,references, and shipping history.

Chapter 9: CustomizeThis chapter guides you through the steps tocustomize FedEx Ship Manager, which saves timeand keystrokes during the shipping process.

Customize your shipping preferences toautomatically populate fields and options forpackage and shipment details, special services,billing and signature options, shippingnotifications, and more.

Also learn how to customize reference fields,field names, and user prompts.

Chapter 10: ReportsThis chapter shows you how to generate, print,and save the large portfolio of FedEx ShipManager reports available for shipping activities,historical data, and databases.

Learn how to customize reports and forms andcreate new reports to best suit your reportingneeds.

Chapter 11: DatabasesThis chapter lists the databases available withFedEx Ship Manager and explains databasefunctions, import and export processes, andprocedures to backup and restore yourdatabases.

Also learn how to use, add, and customizedatabase templates.

Chapter 12: IntegrationThis chapter highlights the benefits of FedEx®

Integration Assistant. General information isoffered on how it works with your currentbusiness applications and shipping processes.

Chapter 13: FedEx SmartPost (U.S. Only)This chapter guides you through the steps forpreparing and processing FedEx SmartPostshipments.

GlossaryThis section defines the terms and acronymsused throughout this User Guide.

Introduction


Support InformationTechnical Support

In the U.S. and Canada, call 1.877.339.2774.

Online HelpSelect Help Topics from the Help menu, clickunderlined (hyperlinked) field names, or placeyour cursor in a field and press F1.

FedEx® Bulletin BoardSelect Service Bulletin Board from theUtilities menu to view messages from FedEx.

FedEx Web siteFor the latest information about FedEx, clickfedex.com at the top of the FedEx Ship Managerscreen to go to the FedEx Web site, then click onany link to explore the latest features and newsfrom FedEx.

FedEx Service GuideWithin this User Guide, you may be asked to referto the FedEx Service Guide at fedex.com fordetails about FedEx services, packaging, andother information.

Click fedex.com at the top of the FedEx ShipManager screen to go to the FedEx Web site.Enter FedEx Service Guide in the Search boxto locate the PDF version of this publication toview or download.

When you open the FedEx Service Guide, youcan use your browser’s Find feature (usuallyCtrl+F) to search for a word or short phrase. Forexample, search for the word “package” to findspecific information about FedEx packaging.

FedEx SED/EEI Filing Options (U.S. only)

If you are a U.S. shipper and your internationalshipments require SED/EEI filing, go to FedEx®

Global Trade Manager at fedex.com or refer tothe FedEx SED/EEI Filing Options Guide(#311033088). To order a printed copy, call1.800.GoFedEx 1.800.463.3339. To download aPDF copy, go to www.fedex.com/us/softwareand click the Support link.

Introduction


Quick Start


At a GlanceQuick Start guides you through the basic stepsto prepare and process a single package withFedEx Ship Manager for the following shipments:

• U.S. and Canada Domestic Shipment• International Shipment• Return Shipment (U.S. Only)

For more detailed information on preparing singleand multiple-piece shipments, please refer to thefollowing chapters in this User Guide:

• Chapter 1: Shipment Details• Chapter 2: Options and Special Services• Chapter 3: International Requirements• Chapter 4: Return Shipments (U.S. Only)• Chapter 5: Multiple-Piece Shipments (MPS)

Quick Start

Quick Start


U.S. and Canada Domestic ShipmentStep 1: Recipient Information

1 Start your U.S. or Canada domesticshipment on the Shipment details screenin the Recipient information section.

2 Select a Recipient ID to automaticallypopulate this section or enter the requiredrecipient information:

• Country• Contact name or Company name• Address 1• Zip• City• State

3 Enter any optional recipient information.

4 Select This is a residential address ifshipping to a residence.

5 Select Save in/Update my address bookto save a new recipient or updatedinformation in the Address Book.

Step 2: Sender Information

1 The Current sender displayed is the defaultsender selected in the Sender database.

2 If the current sender shown on the screenis not the actual sender, select the correctsender from the Change sender menu.

3 If the current sender is not the appropriatereturn address for the shipping label, selecta return sender from the Change returnaddress menu.

Quick Start


U.S. and Canada Domestic ShipmentStep 3: Package and Shipment Details

1 Enter the following required package andshipment details:

• Number of packages (enter 1)• Weight• Service type• Package type• Ship date (defaults to current date)

2 Enter any optional package and shipmentdetails.

Step 4: Billing Details

1 Select the account to bill for the shipmentfrom the Bill transportation to menu andenter the FedEx billing account number ifthe Acct # field is not automaticallypopulated.

2 Enter or select optional billing information,such as a customer reference.

Step 5: Options and Special Services

1 To select special services or additionalshipping options, click the Options tab andmake your selection(s).

2 To send shipment notifications, click theShipAlert tab and make your selection(s).

3 To return to the main shipping screen, clickthe Shipment details tab.

Step 6: Process Shipment

To process your shipment, click Ship (F10).

Quick Start


International ShipmentStep 1: Recipient Information

1 Start your international shipment on theShipment details screen in the Recipientinformation section.

2 Select a Recipient ID to automaticallypopulate this section or enter the requiredrecipient information:

• Country• Contact name or Company name• Address 1• City• Telephone

3 Enter any optional recipient information.

4 Select This is a residential address ifshipping to a residence.

5 Select Save in/Update my address bookto save a new recipient or updatedinformation in the Address Book.

Step 2: Sender Information

1 The Current sender displayed is the defaultsender selected in the Sender database.

2 If the current sender shown on the screenis not the actual sender, select the correctsender from the Change sender menu.

3 If the current sender is not the appropriatereturn address for the shipping label, selecta return sender from the Change returnaddress menu.

Quick Start


International ShipmentStep 3: Package and Shipment Details

1 Enter the following required package andshipment details:

• Package contains (Document orCommodity/Merchandise)

• Number of packages (enter 1)• Weight and weight type• Service type• Package type• Ship date (defaults to current date)• Document description (if shipping a

document)

2 Enter any optional package and shipmentdetails.



2 When shipping merchandise/commoditiesfor international shipments, select theaccount to bill for the shipment’s duties,taxes, and fees from the Bill duties/taxes/fees menu and enter the FedEx billingaccount number if the Acct # field is notautomatically populated.

3 Enter or select optional billing information,such as a customer reference.


1 To select special services or additionalshipping options, click the Options tab andmake your selection(s).


3 To return to the main shipping screen, clickthe Shipment details tab.

4 Continue with Step 6: Document or Step 7:Commodity/Merchandise on the followingpages to complete your internationalshipment.

Quick Start


International ShipmentStep 6: Document

1 Complete the previous Steps 1 through 5.When entering package and shipmentdetails, select Document as the Packagecontains option.

2 Select a Document description or enter yourown description in the free-form field, upto 135 characters.

3 To ship multiple documents in one package,click the Document tab and enterinformation for each document type.

4 To process your document shipment, clickShip (F10).

Step 7: Commodity/Merchandise

1 Complete the previous Steps 1 through 5.When entering package and shipmentdetails, select Commodity/Merchandiseas the Package contains option.

2 Click the Commodity/Merchandise tab.

3 Enter the required commodity informationand any additional information for acommodity then click Add to Shipment.Repeat this step for each commodity.

All commodities added to the shipmentappear in the Commodity summary table.Select the commodity to view, edit, or deleteit from the shipment.

Quick Start


International ShipmentStep 8: Customs

1 When you have completed all commodityinformation, click the Customs tab.

2 In the Commercial Invoice/Proforma Invoiceinformation section, select from thefollowing options based on your shipmentneeds:

• Select Print Commercial Invoice/Proforma Invoice and enter thenumber of copies to print.

• Select Commercial Invoice orProforma Invoice.

• Select Terms of sale and additionalinformation to print on the CommercialInvoice.

• Select The shipper and recipient arerelated parties if the shipper andrecipient are related (e.g., subsidiaries).

• Select Include NAFTA statement ifthe shipper and recipient are located inthe U.S., Canada, or Mexico and at leastone commodity in the shipment wasproduced in one of these countries.

3 If the recipient is not the importer of record,click View/Edit Importer in the Importerinformation section to make any changes.

4 In the Electronic Export Information (EEI)section, select an option to file your SED/EEI or enter a filing exemption or proof offiling citation.

5 If you are shipping from Canada and yourshipment requires an Export permit numberor B13A Canada Export Declaration, enterthe permit number and select a B13A filingoption in the Canadian Customs ExportDeclaration information section.

6 In the Customs documentation section,select customs documents to print for yourshipment. These documents are notgenerated automatically.



Quick Start


Return Shipment (U.S. Only)Step 1: Return Package To

1 Start your return shipment on the Returnshipment details screen.

2 Select the appropriate sender to receive thereturn shipment from the Return to menu.

Step 2: Return Package From

1 Select who is returning the package fromthe Return from menu or manually enterrequired information.

2 Select This is a residential address ifthe package is being returned from aresidence instead of a commercial address.

Step 3: Package and Shipment Details

Select one of the following return label types:

• E-mail label• Print• Ground Call Tag

E-mail label

1 Enter the following required information foran e-mail return label:

• Number of packages (enter 1)• Estimated weight• Service type• Package type• Item description• Email label to• Expiration date

2 Enter any optional information, such as areturn message.

3 Continue with Step 4: Billing Details.

Quick Start


Return Shipment (U.S. Only)Step 3: Package and Shipment Details

Print

1 Enter the following required information fora printed return label:

• Number of packages (enter 1)• Estimated weight• Service type• Package type

2 Enter any optional information and selectPrint Return Shipper Instructions, ifneeded.


Ground Call Tag

1 Enter the following required information fora Ground Call Tag:

• Number of packages (enter 1)• Item description• Pickup Date• Ready Time• Close Time

2 Enter any optional information, such aspickup instructions.




2 Enter or select optional billing information,such as a customer reference or RMAnumber (Return Materials Authorizationnumber).

3 If you are preparing a return shipment alongwith and outbound shipment and haveselected Return Labels on the Optionsscreen, click Link to outbound.


1 To select special services or additionalshipping options, click the Return optionstab and make your selection(s).


3 To return to the main shipping screen, clickthe Return shipment details tab.



Quick Start


What’s New


What’s New

FedEx® Address CheckerThe new FedEx Address Checker helps to checkyour recipient information, therefore minimizingthe downstream impacts of an incorrect address.

FedEx Address Checker provides the ability to

• Check recipient addresses by providingstreet matching, descriptive error details,and corrected options if a recipient addressis incorrect

• Determine if a U.S. address is commercialor residential to increase the accuracy ofcourtesy rate quotes and to optimize theFedEx Ground® and FedEx Home Delivery®

networks• Check U.S., Canadian, and Puerto Rican

addresses.

For detailed instructions on using FedEx AddressChecker, refer to the new FedEx Address Checkersection at the end of Chapter 1: Shipment Details.

Note: This feature does not apply to groupshipments or return shipments.

What’s New


FedEx SmartPost® (U.S. Only)FedEx SmartPost specializes in the consolidationand delivery of high volumes of low-weight, lesstime-sensitive, business-to-consumer packagesusing the United States Postal Service (USPS)for last-mile delivery.

This is a contract service and can only be enabledby a FedEx representative. Once enabled on yoursystem, the SmartPost tab displays on the FedExShip Manager screen.

For detailed instructions on using FedExSmartPost, refer to Chapter 13: FedEx SmartPost(U.S. Only).

Outbound ServiceFedEx SmartPost is available to U.S. origins inthe 48 contiguous United States.

Alaska, Hawaii, Puerto Rico and the U.S.Territories are not included as origin points forFedEx SmartPost.

Inbound Service

FedEx SmartPost is available for commercial andresidential destinations in the 50 United States,Puerto Rico, and the U.S. Territories, includingP.O. Boxes and military APO and FPOdestinations.

The following U.S. Territories and Puerto Rico,while currently considered internationaldestinations by FedEx, are treated as U.S.domestic locations for FedEx SmartPost. Nocustoms paperwork is required.

• American Samoa (AS)• Guam (GU)• Marshall Islands (MH)• Micronesia (FM)• Northern Mariana Islands (MP)• Puerto Rico (PR)• Republic of Palau (PW)• U.S. Virgin Islands (VI)

What’s New


U.S. and Canada Domestic and International Shipping EnhancementsReference Database

A new Reference database for customerreferences has been added for all origins and isincluded as a selection when performing adatabase backup or restore.

You can add, view, edit, and delete references inthe Reference database. You can also printreference reports. To access the database, selectReference from the Databases menu and referto the Database Functions section in Chapter 11:Databases.

Reference Database User Prompt

A new Confirm deletion from Reference databaseuser prompt has been added to the list ofcustomizable user prompts.

To access this confirmation prompt

1 Select Customize User Prompts from theCustomize menu.

2 In the Prompt column, click Prompt forConfirm deletion from Referencedatabase. A prompt menu displays.

3 Select Prompt or Don’t Prompt from themenu. The default selection is set toPrompt.

4 Click OK to save your selection.

What’s New


U.S. and Canada Domestic and International Shipping EnhancementsNotifications Enhancement

All shipping, exception, delivery, and trackingnotifications now include shipper informationprovided during the shipping process (name ande-mail address).

This information indicates who requested thenotification(s) to be sent.

Integration EnhancementsThe following integration enhancements havebeen made to FedEx® Integration Assistant:

• Conversion Catch All The first drop-down option on theConversion screen allows you to set adefault for conversion. This allows you toconvert any field that has not beenassigned a conversion value.

• Export Deleted QuickBooks® ShipmentsThis enhancement adds the ability to exportdeleted QuickBooks shipments as you dotoday for exports to Open DatabaseConnectivity (ODBC) databases.

• Add Prefix to QuickBooks IntegrationsThis enhancement adds a customizableprefix to QuickBooks exports. You can nowexport the default field name (e.g., FedExTracking number) or change the prefix asdesired.

• Portuguese SupportFedEx Integration Assistant supports thenew Portuguese language addition to FedExShip Manager.

Vague Commodities Warning

FedEx Ship Manager now provides a warningmessage for FedEx Express internationalshipments when you enter a commoditydescription that is considered vague. Entering amore distinct description helps reduce customsissues during the clearance process and providesyou with more accurate information whenpreparing your commodity shipment.

To access this user prompt warning


2 In the Prompt column, click Prompt forVague Commodity Warning message.A prompt menu displays.

3 Select Prompt or Don’t Prompt from themenu. The default selection is set toPrompt.


What’s New


U.S. and Canada Domestic and International Shipping EnhancementsPackage Type Order for Customs

For international FedEx Express shipments fromthe U.S. to Canada and Canada to the U.S., theOther Packaging option now appears at the endof the Package type menu.

FedEx International PriorityDirectDistribution® (IPD) ExpansionThe IPD service has been expanded to thefollowing European countries: Bulgaria, Cyprus,Czech Republic, Estonia, Hungary, Latvia,Lithuania, Malta, Poland, Romania, SlovakRepublic, and Slovenia.

Commercial Invoice ReminderFedEx Ship Manager now prompts you when aCommercial Invoice (CI) is required for your FedExInternational GroundSM shipment. This promptdisplays when you are entering information onthe Shipment details screen.

Return Address AllowedFedEx Ship Manager now allows a return addressto be the same as the country of destination forthe following FedEx International Groundshipments:

• U.S. to Canada• Canada to U.S.• U.S. to Puerto Rico

Nonresident Importer Designation

You can now select to designate nonresidentimporter (NRI) status for FedEx InternationalGround shipments from the U.S. to Canada andCanada to the U.S.

To select this option

1 Select System Settings from theCustomize menu. The System Settings –System/Account screen displays.

2 Select the appropriate System # and clickModify. The System Settings screendisplays.

3 Click the 1-Your System Settings tab.

4 Check Non-Resident Importer Status inthe Fedex Ground International Settingssection.


FedEx Express® Freight ServicesExpansionFedEx Express Freight Services have expandedto include new service areas with support forscheduled pickups, surcharges, measurementsystems, and the FedEx Express money-backguarantee.

This expansion also includes the ability to shipFedEx 1Day® Freight and FedEx InternationalPriority® Freight to and from Hawaii (Oahu only).

For more detailed information about FedExExpress Freight Services and commitments, referto the FedEx Service Guide at fedex.com.

What’s New


FedEx Ship Manager now allows shipping fromany country in Latin America and the Caribbean.These countries include

FedEx Ship Manager for Latin America and the Caribbean

Anguilla

Antigua and Barbuda

Argentina

Aruba

Bahamas

Barbados

Belize

Bermuda

Bolivia

Bonaire

Brazil

British Virgin Islands

Cayman Islands

Chile

Colombia

Costa Rica

Curacao

Dominica

Dominican Republic

Ecuador

El Salvador

French Guiana

Grenada

Guadeloupe

Guatemala

Guyana

Haiti

Honduras

Jamaica

Martinique

Mexico

Montserrat

Netherlands Antilles

Nicaragua

Panama

Paraguay

Peru

Puerto Rico

Saba

St. Barthelemy

St. Eustatius

St. Kitts and Nevis

St. Lucia

St. Maarten/St. Martin

St. Vincent

Suriname

Trinidad and Tobago

Turks and Caicos Islands

U.S. Virgin Islands

Uruguay

Venezuela

What’s New


Portuguese Language Support

FedEx Ship Manager now includes a Portugueselanguage version. You can choose this optionduring installation or as follows:

1 Select System Settings from theCustomize menu. The System Settings –System/Account screen displays.

2 Select the appropriate System # to displayin Portuguese and click Modify. TheSystem Settings screen displays.

3 Click the 1-Your System Settings tab.

4 Select Portuguese from the LanguagePreference drop-down menu.

5 Click OK. FedEx Ship Manager restartsautomatically to display in Portuguese.

6 Follow these same instructions to selectEnglish, French, or Spanish as the languageversion.

FedEx Ship Manager for Latin America and the Caribbean

What’s New


Chapter 1: Shipment Details


At a GlanceAll U.S. and Canada domestic shipments and allinternational shipments begin on the Shipmentdetails screen.

Refer to the following information in this chapterfor each section included on the Shipment detailsscreen:

• Recipient information

• Sender information

• Package and shipment details

• Billing details

For detailed information on managing recipientinformation, refer to the following sections in thischapter:

• Address Book

• Group Shipments

• FedEx Address Checker


Save time and keystrokes when preparingyour shipments by setting shipping

preferences for references, package type,package weight and dimensions, service type,and more. The associated fields are thenautomatically populated based on the recipientand sender selected for the shipment. Refer tothe Recipient Preferences instructions in theAddress Book section in this chapter and theShipping Profiles section in Chapter 9: Customizefor detailed instructions.

Note: Recipient preferences override senderpreferences that have been selected in ShippingProfiles for the same field.

To create a Bill of Lading for FedEx Freight® LTLshipments, refer to the FedEx Freight LTL sectionat the end of this chapter.

To prepare a return shipment, refer to Chapter 4:Return Shipments (U.S. Only).


Chapter 1: Shipment DetailsRecipient Information

The Recipient information section on theShipment details screen is where you start yourshipments in FedEx Ship Manager.

Required fields appear in bold type on the screenand may vary depending on your shipmentdetails. Certain field names, such as ZIP andPostal code, are determined by the destinationcountry.

Save time and keystrokes by settingrecipient preferences for references,

package type and size, payment type, and servicetype. Refer to the Recipient Preferencesinstructions in the Address Book section in thischapter.

The following fields and checkboxes are includedin the Recipient information section:• Ship to group• Hold• Recipient ID• Country• Contact name | Company• Address 1 | Address 2• Zip | Postal code• State | Province• City• Telephone | Ext• Tax ID• Location #• This is a residential address• Save in/Update my address book



Recipient InformationShip to group

Check Ship to group to ship the same type ofpackage to more than one recipient at a time.Refer to the Group Shipments section later in thischapter for more information on shipping togroups.

HoldCheck Hold if you want to save a shipment inthe Hold File and ship it later. Refer to Chapter 6:Hold File for enable and use the Hold File.

Recipient IDThe Recipient ID is a unique identifier, such as anickname or customer number, assigned to arecipient saved in your Address Book. When youselect a Recipient ID, the recipient informationand selected preferences automatically populatefor you.

Note: If Hold file lookup displays instead ofRecipient ID, click the button to switch toRecipient ID.

To use a Recipient ID

1 Select an existing recipient from theRecipient ID menu. A globe icon identifiesinternational recipients.

Refer to Customize Recipient ID List laterin this section to select the fields thatdisplay in the Recipient ID menu.

2 To search for an existing recipient, click thebinoculars . Refer to the Address BookSearch instructions in the Address Booksection later in this chapter.

3 To create a new recipient, enter a new ID inthe Recipient ID field, up to 25 characters.

4 Enter new recipient information or make anychanges to existing information.

Note: The Save in/Update my address bookcheckbox is checked by default when using aRecipient ID. If you do not want to save updatedinformation to the Address Book, click thecheckbox to deselect this option.

CountrySelect the destination country. This field isrequired for all shipments.

Contact name | CompanyEnter the recipient contact or company name, upto 35 characters. At least one of these fields isrequired for all shipments.

Address 1 | Address 21 Enter the recipient’s primary street address

on line 1, up to 35 characters. This field isrequired for all shipments.

Note: Once you have provided the requiredrecipient information, you can click theAddress Checker checkmark beside theAddress 1 field to have FedEx Ship Managercheck the recipient’s address.

Refer to the FedEx Address Checker sectionlater in this chapter for more information.

2 Enter additional recipient addressinformation such as a suite number on line2, up to 35 characters. This field is optional.


Chapter 1: Shipment DetailsRecipient Information

ZIP | Postal codeEnter the recipient ZIP or postal code, up to 15characters. The field name displayed isdetermined by the destination country.• A ZIP code is required for all U.S. recipients.• A postal code is recommended if the

recipient country is a postal aware country.

If you do not enter a postal code for a postalaware country, you receive a warning that therecipient country is postal aware and entry of apostal code is highly recommended. Refer to thePostal Code Formats information later in thissection for a list of postal aware countries andtheir postal code formats.

Auto-populate City and State/Province

To set your system to auto-populate the City andState/Province fields for U.S. and Canadianrecipients when you enter a ZIP or postal code,refer to the System Settings section in Chapter9: Customize.

The Auto Populate City/State option appears onthe System Settings screen under tab 2-FedExCustomer Admin in the Shipping Screen section.You can select this option at any time during yourshipping process without having to restart thesoftware.

State | Province

Select the recipient state or province, if available,or enter the 2-character abbreviation.

• State is required for all U.S. destinationsand optional for international destinations.

• Province is required for all Canadiandestinations and optional for internationaldestinations.

CitySelect the recipient city, if available, or entermanually, up to 35 characters. This field isrequired for all shipments.

Telephone | ExtEnter the recipient telephone number, up to 15characters and an optional extension number, upto 6 characters.

• For U.S. destinations, a telephone numbermay be required for return shipments andcertain special services, such as COD andHold at Location.

• For all international destinations, atelephone number is required.



Recipient InformationTax ID (International only)

Enter the recipient Tax ID number if applicable,up to 15 characters.

This field is required for Brazilian destinationsand is optional for all other destinations.

Tax ID requirements for Brazil

Shipments to Brazil require a valid Brazilian TaxID number for customs clearance purposes.Missing or incorrect information stops themovement of your shipment before clearance. Ifcorrect information is not provided within 5working days after your shipment arrives in Brazil,the shipment is returned at the shipper’s expense.

Commercial shipments require a 14-digitBrazilian Tax ID number. Residential shipmentsrequire an 11-digit Brazilian Tax ID number.

FedEx Ship Manager provides a Tax ID validationroutine to determine if the number entered is inthe correct format.

Location #

Also referred to as store location number, this isan optional, 10-character field for FedEx Groundshipments.

Though this field is available for all service types,it is only used for FedEx Ground to help FedExdeliver packages to the correct address whenbusinesses have multiple locations and a similaraddress.

This is a residential addressIf you are shipping to a residential address, checkThis is a residential address.

Save in/Update my address bookTo save or update recipient information in yourAddress Book, check Save in/Update myaddress book.

This checkbox is only available when using aRecipient ID and is checked automatically bydefault.



Code Country # Characters FormatAU Australia 4 NNNNAT Austria 4 NNNNBE Belgium 4 NNNNBR Brazil 8 NNNNNNNNCA Canada 6 ANA NANCN China 6 NNNNNNDK Denmark 4 NNNNFI Finland 5 NNNNNFR France 5 NNNNNDE Germany 5 NNNNNGR Greece 5 NNNNNID Indonesia 5 NNNNNIN India 6 NNNNNNIT Italy 5 NNNNNJP Japan 7 NNNNNNNLU Luxembourg 4 NNNNMY Malaysia 5 NNNNNMX Mexico 5 NNNNNNL Netherlands 4 NNNNNO Norway 4 NNNNPH Philippines 4 NNNNPR Puerto Rico 5 NNNNNPT Portugal 5 NNNNSG Singapore 6 NNNNNNES Spain 5 NNNNNSE Sweden 5 NNNNNCH Switzerland 4 NNNNTH Thailand 5 NNNNNUS United States 5 NNNNNGB United Kingdom 5 ANNAAGB United Kingdom 6 ANNNAAGB United Kingdom 6 ANANAAGB United Kingdom 6 AANNAAGB United Kingdom 7 AANANAAGB United Kingdom 7 AANNNAA

Recipient InformationPostal Code Formats

FedEx recommends using the appropriate postalcode formats for the countries listed below.

N Numeric charactersA Alphabetic characters



Recipient InformationCustomize Recipient ID List

For convenience in identifying recipients savedin your Address Book, you may select additionalrecipient fields you want displayed in theRecipient ID menu on the Shipment detailsscreen. For example, you may want to selectRecipient Location # and State/Provincecode to better identify chain stores within astate.

If you do not select additional fields to display,only the Recipient ID and Company fields aredisplayed.

To designate additional fields to display

1 Select Recipient List from the Customizemenu.

2 Check Add Column 3 and select the fieldto display in the third column.

3 To display additional fields, repeat thesesteps for Columns 4 and 5.

4 Click OK when you have finished selectingadditional fields.


Chapter 1: Shipment DetailsSender Information

The Sender information section on the Shipmentdetails screen shows the current sender andallows you to change the sender and the sender’sreturn address.

Save time and keystrokes when preparingyour shipments by assigning Shipping

Profiles to individual senders. Refer to theShipping Profiles section in Chapter 9: Customizefor detailed instructions.

Note: Recipient preferences override senderpreferences that have been selected in ShippingProfiles for the same field. Refer to the RecipientPreferences instructions in the Address Booksection in this chapter.

The following fields are included in the Senderinformation section:

• Current sender• Change sender• Change return address

Note: You can add, view, edit, and delete sendersin the Sender database. You can also print senderreports. To access the database, select Senderfrom the Databases menu and refer to theDatabase Functions section in Chapter 11:Databases.

For detailed instructions on importing andexporting senders, refer to Chapter 11:Databases.



Sender InformationCurrent Sender

The Current sender shown is the default senderassigned in the Sender database.

If the sender has been assigned a specificshipping profile, the preferences for that profileare used to ship packages. Refer to Chapter 9:Customize for information on setting preferencesand creating shipping profiles.

To assign the default for Current sender

1 Select Sender from the Databases menu.The View Senders screen displays.

2 Click the sender you want as the defaultsender then click Current sender to theright of the list.

3 Click OK.

Change SenderIf the current sender shown on the Shipmentdetails screen is not the actual sender, select thecorrect sender from the Change sender menu.

Change Return AddressTo print the return address information on theshipping label, leave the default as Currentsender or a select a different return address fromthe Change return address menu.

To assign the default for Return address


2 Click the sender you want as the defaultsender for the return address and clickReturn address to the right of the list.

3 Click OK.


Chapter 1: Shipment DetailsPackage and Shipment Details

The Package and shipment details section on theShipment details screen is where you enterspecific package and shipment information.

Required fields appear in bold type on the screenand may vary depending on your origin,destination, and other shipment details.

Save time and keystrokes by settingpreferences such as package type,

dimensions and service type. Refer to theRecipient Preferences instructions in the AddressBook section in this chapter and the ShippingProfiles section in Chapter 9: Customize fordetailed instructions.

The following fields and options are included inthe Package and shipment details section:

• Package contains• Number of packages• Identical packages• Weight• Service type• Package type• Package dimensions• Ship date• Document description• I want to print a Commercial Invoice• Total carriage value• Currency type• Total customs value



Package and Shipment DetailsPackage contains (International only)

The Package contains field displays forinternational shipments.

• Select Document when shippingdocuments (e.g., reports, financial records,correspondence).

• Select Commodity/Merchandise whenshipping commodities or merchandise.Commodities may be assessed duties andtaxes, as well as require a CommercialInvoice.

Refer to Chapter 3: International Requirementsfor detailed instructions on shipping documentsand commodities/merchandise and preparingcustoms documents.

Number of Packages1 Enter the total Number of packages in the

shipment.

2 If you are shipping more than one package,enter the total number of packages in yourshipment. Refer to Chapter 5: Multiple-Piece Shipments (MPS) for instructions onpreparing an MPS.

3 If you are shipping more than one packageand all packages have the same weight,service type, and package type, checkIdentical packages and use only theShipment details screen.

For international shipments, identicalpackages must also have the same carriagevalue.

Weight1 Enter the Weight of the package.

2 If there is more than one package in theshipment, enter the weight of the firstpackage or the total shipment weight.

3 If you are preparing an internationalshipment, select the weight type (lbs. orkgs.).

Service typeSelect a FedEx service from the Service typemenu.

For FedEx service definitions and commitments,refer to the FedEx Service Guide at fedex.com.

Package type1 When using FedEx packaging, select the

appropriate FedEx package type from thePackage type menu.

2 When using non-FedEx packaging, selectYour Packaging.

3 To meet clearance requirements, thePackage type menu includes multiplecustomer package types for the followingshipments:

• between the U.S. and Canada• from the U.S. to Puerto Rico• from Puerto Rico to Canada


Chapter 1: Shipment DetailsPackage and Shipment Details

Package dimensions

The Package dimensions field becomes activewhen you select any package type other thanFedEx packaging. You can select one of yourpreset dimensions or select to enter thedimensions manually.

• The minimum package dimensions are1”x1”x1” for FedEx Express shipments.

• The order of the package dimensions isautomatically corrected before you receivea courtesy rate quote to provide moreaccurate rate estimates. FedEx ShipManager automatically assigns the largestdimension to Length, the second largest toWidth, and the third largest to Height.

Note: To save preset dimensions in yourDimensions database, select Dimensions fromthe Databases menu and refer to the DatabaseFunctions section in Chapter 11: Databases forinstructions.

Ship dateThe Ship date is the date you give FedEx yourpackage. To change the ship date

1 Click the calendar to select a futureship date. The View/Edit Ship Date screendisplays.

2 Select the future ship date and click OK.You can ship FedEx Express up to 10 daysfrom today and FedEx Ground any numberof days in the future.

3 If you are only shipping one package withthe future ship date, select Apply to thispackage only. The ship date automaticallychanges to the current date when youcomplete the future shipment.

4 If you are shipping more than one packagewith a future ship date, change the ship dateback to the current date after you ship eachpackage with the future date.

Declared valueThe declared value stated in the FedEx ServiceGuide applies unless you enter a higher amount.There is an additional fee to increase thedeclared value.

Document description (International only)If you are shipping documents such as letters,statements, or reports to an internationaldestination, select a customs-approvedDocument description that best applies to yourdocument shipment.

If the appropriate description for your documentis not listed, enter your own description in thefree-form field, up to 135 characters.

The complete description prints on theCommercial Invoice or the Proforma Invoice, andthe first 60 characters print on the shipping label.

Refer to Chapter 3: International Requirementsfor more information on shipping single andmultiple documents.



Package and Shipment DetailsI want to print a Commercial Invoice(International only)

Check I want to print a Commercial Invoiceif your document requires a declared customsvalue or if the destination country requires aCommercial Invoice.

The Commercial Invoice is the official transactionrecord between an exporter and an importer.Along with the FedEx Ship Manager shippingdocument, customs officials rely on thispaperwork to clear shipments acrossinternational borders.

Refer to Chapter 3: International Requirementsfor more information about printing a CommercialInvoice.

Note: To set the top margin to print theCommercial Invoice on company letterhead,which is a requirement for some countries, referto the Customize Forms section in Chapter 10:Reports.

Total carriage valueEnter the Total carriage value for your shipment.The carriage value is the maximum liability ofFedEx for loss, delay or damage to the shipment.

For FedEx Express shipments, this field allowsfor any currency type allowed by the country towhich you are shipping. To enable the currencyselection, refer to the following Currency typeinformation.

For information about maximum carriage values,applicable fees, and terms governing FedExliability, refer to the FedEx Service Guide atfedex.com.

Currency typeSelect the currency type for the carriage valuefrom the menu.

To enable the currency selection for FedExExpress international shipments (U.S. only)

1 Select System Settings from theCustomize menu.

2 Select the appropriate System # and clickModify.

3 Check I want to select my shippingcurrency.

4 Click OK.

Total customs value (International only)Enter the Total customs value for internationaldocument shipments.

The minimum customs value is US/CAN $1 forArmenia, Australia, Azerbaijan, Belarus, Canada,China, Czech Republic, Georgia, Indonesia,Japan, Kyrgyzstan, Moldova, New Caledonia,New Zealand, Papua New Guinea, Philippines,Russia, Slovak Republic, Turkmenistan, andUzbekistan.

For more information about customs value, referto the FedEx Service Guide at fedex.com.


Chapter 1: Shipment DetailsBilling Details

The Billing details section on the Shipmentdetails screen is where you enter or selectspecific billing and reference information.

Required fields appear in bold type on the screen.

Save time and keystrokes by setting yourbilling preferences. Refer to the Recipient

Preferences instructions in the Address Booksection in this chapter and the Shipping Profilessection in Chapter 9: Customize for detailedinstructions.

The following fields are included in the Billingdetails section:

• Bill transportation to | Acct #• Bill duties/taxes/fees | Acct #• Department• Reference fields• Additional handling

Bill transportation to | Acct #Select the account to bill for the shipment fromthe Bill transportation to menu and enter theFedEx billing account number if the Acct # fieldis not automatically populated.

Note: For multiple-piece shipments, you mustcomplete the required billing information beforeyou can enter information on the Multiple-pieceShipment Information screen.

Bill duties/taxes/fees | Acct #(International only)When shipping commodities for internationalshipments, select the account to bill for theshipment’s duties, taxes, and fees from the Billduties/taxes/fees menu and enter the FedExbilling account number if the Acct # field is notautomatically populated.

Department1 You can enter or select a Department ID

from the Department menu.

Note: You can add, view, edit, and deletedepartments in the Department database.You can also print department reports. Toaccess the database, select Departmentfrom the Databases menu and refer to theDatabase Functions section in Chapter 11:Databases.

2 If you enter a new Department ID in the textfield, the View/Edit Department screendisplays.

3 Enter the Department Name.

4 Click OK to save the new department in thedatabase.

Note: To change the Department field name,refer to the Customize Fields section in Chapter9: Customize.



Billing DetailsReference fields

You can enter or select reference information,such as Customer reference and P.O. number, toprint on the shipping label. This information canalso be used to track packages.

• For U.S. and Canada domestic shipments,Customer reference and 1 additionalreference field is available. Additionalreference fields are available on the Optionsscreen.

• For international shipments, Customerreference is available. Additional referencefields are available on the Options screen.

Note: You can add, view, edit, and deletereferences in the Reference database. You canalso print reference reports. To access thedatabase, select Reference from the Databasesmenu and refer to the Database Functions sectionin Chapter 11: Databases.

Note: To customize the reference field names,refer to the Customize Fields section in Chapter9: Customize.

Additional handling

1 Click Add’l handling to override yourhandling charge defaults. The AdditionalHandling Charges screen displays.

Note: This option is activated only if youhave set handling charge defaults in yourshipping profiles. Refer to the ShippingProfiles section in Chapter 9: Customize.

2 Make changes to the fixed and variableamounts as necessary for your shipment.

3 Click OK to save your changes for thatshipment.


Chapter 1: Shipment DetailsAddress Book

Use the Address Book to save time and reducekeystrokes by creating a unique Recipient ID foreach recipient.

You can add, view, edit, and delete recipients inthe Address Book. You can also print recipientreports. To access the Address Book, click theAddress Book tab or select Recipient from theDatabases menu and refer to the DatabaseFunctions section in Chapter 11: Databases.

For detailed instructions on importing andexporting recipients, refer to Chapter 11:Databases.

Refer to the following information in this sectionto add a recipient to the Address Book whenshipping, to search for recipients, and to setrecipient shipping preferences:

• Add a Recipient when Shipping• Address Book Search• Recipient Preferences



Address BookAdd a Recipient when Shipping

You can save a new recipient to the Address Bookon the Shipment details screen.

1 On the Shipment details screen, enter a newRecipient ID in the text field.

Note: The Save in/Update my addressbook option is checked automatically whenyou enter a new Recipient ID.

2 Enter the required recipient information.

3 Enter the required information for yourshipment.

4 When you process the shipment, the newrecipient is saved in your Address Book.



Address Book Search

You can search for a recipient in 2 ways:

• Search when Shipping• Search the Address Book

Search when Shipping

1 When preparing your shipment on theShipment details screen, click thebinoculars next to the Recipient ID field.The Search Address Book screen displays.

2 Enter your search criteria in any field orselect from the Country and State/Provincemenus.

3 Select the maximum results you wantdisplayed and click Search. The searchresults and number of matches display.

4 To ship to a recipient from the search, selectthe recipient and click Ship to. TheShipment details screen automaticallypopulates with the recipient information.

5 Enter the remaining package and shipmentdetails and billing information to completeyour shipment.



Address BookAddress Book Search

Search the Address Book

1 Click the Address Book tab or selectRecipient from the Databases menu. TheView Address Book screen displays.

2 Select a field from the Search for menu (e.g.,City) and enter the search criteria in the textbox (e.g., Memphis).

3 Click Search. The first occurrence of arecipient meeting your search criteria ishighlighted on the Recipient list.

4 To ship to a recipient from the search, selectthe recipient and click Ship to. TheShipment details screen automaticallypopulates with the recipient information.

5 Enter the remaining package and shipmentdetails and billing information to completeyour shipment.

Using Wild Card Characters

For more powerful searching capabilities, enterwild card characters (such as an asterisk *) inany field(s) in the search criteria selection, exceptfor Country and State/Province.

• All searches are non-case-sensitive. Forexample, if you enter M* in the City field,all recipient cities that begin with either Mor m are returned by the search.

• Any field left blank or not selected is notincluded in the search criteria.



Recipient Preferences

For added convenience when shipping torecipients saved in your Address Book, setshipping preferences for details such as servicetype, package size, and payment type.

To set recipient shipping preferences

1 Click the Address Book tab or selectRecipient from the Databases menu. TheView Address Book screen displays.

2 For an existing recipient, select the recipientand click View/Edit. The View/EditRecipient screen displays.

For a new recipient, click Add. The AddRecipient screen displays.

3 On either screen, click RecipientPreferences. The View/Edit Recipientscreen for setting preferences displays.

4 Click 1-Domestic field prefs for U.S. andCanada domestic recipients or 2-International field prefs for internationalrecipients.

5 Select the field to set a preference, such asFedEx Express Package Type.

6 Select Constant as the Behavior and entera field value, such as FedEx Box. This valueautomatically populates on the Shipmentdetails screen when you select thisrecipient, but can be overridden by pressingF11.

7 When you have finished setting yourrecipient preferences, click OK.

Note: Recipient preferences override senderpreferences that have been selected in ShippingProfiles for the same field.



Group ShipmentsWhen shipping the same type of package to morethan one recipient at a time, enter shippinginformation once to a group of recipients toautomatically print shipping labels for eachrecipient in the group.

The Service type, Package type, and Ship datemust be the same for each recipient, and eachrecipient must already be saved in the AddressBook.

Note: When you send a multiple-piece shipmentto a group, you receive multiple shipping labelsfor each recipient. Refer to Chapter 5: Multiple-Piece Shipments (MPS) for details on preparingmultiple-piece shipments.

Refer to the following information in this sectionto prepare group shipments and set grouppreferences:

• Ship to an Existing Group• Ship to a Temporary Group• Add a Group when Shipping• Group Preferences

Note: You can add, view, edit, and delete groupsin the Groups database. You can also print groupreports. To access the database, select Groupsfrom the Databases menu and refer to theDatabase Functions section in Chapter 11:Databases.


Chapter 1: Shipment DetailsGroup Shipments

Ship to an Existing Group

1 On the Shipment details screen, check Shipto group.

2 Select the group from the Recipient ID list.

3 Enter the remaining required shipmentinformation on the Shipment details screen.

4 To process the group shipment, click Ship(F10).

2 Select Create/Modify a temporarygroup from the Recipient ID menu. TheView/Edit Group screen displays.

3 Select the Group type: Domestic orInternational.

4 Select each recipient you want to includefrom the Recipients available for this grouplist and click Add. To include all recipientslisted, click Add all.

5 Once you have selected the recipients toinclude in the temporary group, click OK.The Shipment details screen displays withthe associated group information.

6 Enter the remaining required shipmentinformation.

7 To process the temporary group shipment,click Ship (F10).

Note: Temporary groups are not saved in theGroups database.

Ship to a Temporary Group




Group ShipmentsAdd a Group when Shipping


2 Enter a new Group ID in the Recipient IDfield and press Tab. The View/Edit Groupscreen displays.

3 Enter a Group description for your group.

4 Select the Group type: Domestic orInternational.

5 Select each recipient you want to includefrom the Recipients available for this grouplist and click Add. To include all recipientslisted, click Add all.

6 Once you have selected the recipients toinclude in the new group, click OK to savethe group. The Shipment details screendisplays.

7 Enter the remaining required shipmentinformation.

8 To process the group shipment, click Ship(F10).


Chapter 1: Shipment DetailsGroup Shipments

Group Preferences

If a standard or special service is not availablefor a recipient in a group shipment, you receivean error label for the recipient. You can preventerrors like this by selecting group preferences inyour Shipping Profiles.

1 Select Shipping Profiles from theCustomize menu.

2 Select the shipping profile you want tomodify and click View/Edit.

3 Click the 3-Group ship prefs tab.

4 For each service listed on the screen, selectto automatically upgrade or downgradeservices that are not available for anindividual recipient in a group shipment.

Upgrade: If a service is not available for arecipient, select Upgrade to assist ingetting the package to arrive on time. Inmost cases, an upgrade costs more than theservice selected for the group shipment.Downgrade: If a service is not availablefor a recipient, select Downgrade to avoidincurring an additional fee to upgrade theservice. In most cases, the package isdelivered one or two days after the serviceselected for the group shipment.

None: Select None if you do not want toupgrade or downgrade a service.

5 To save your group preferences, click OKon this screen and all subsequent ShippingProfile screens.



FedEx Address CheckerFedEx Address Checker checks your recipientinformation, therefore minimizing thedownstream impacts of an incorrect address.

FedEx Address Checker provides the ability to

• Check recipient addresses by providingstreet matching, descriptive error details,and corrected options if a recipient addressis incorrect

• Determine if a U.S. address is commercialor residential to increase the accuracy ofcourtesy rate quotes and to optimize theFedEx Ground® and FedEx Home Delivery®

networks• Check U.S., Canadian, and Puerto Rican

addresses.

Note: This feature does not apply to groupshipments or return shipments.

Refer to the following instructions to use theFedEx Address Checker:

• Select Preferences• Check Individual Recipient


Chapter 1: Shipment DetailsFedEx Address Checker

Set Preferences

To select FedEx Address Checkerpreferences

1 Select FedEx Address Checker from theUtilities menu.

2 Select Preferences from the secondarymenu. The Customize Address Checkerscreen displays.

3 Select one of the following options to useto validate your address selection:

• Display possible addresses if matchnot found – A maximum of 3 addressresults displays at one time on the FedExAddress Checker Results screen. Chooseto keep the original address, use the newaddress data, or cancel the results andreturn to the origination screen.

• Display addresses in upper andlower case (e.g., 100 Main St.)

• Automatically accept postalstandardization changes – Thisoption allows you to check addresseswith little impact to your shippingprocess. For example, if the street nameis misspelled, you do not have to acceptthe change. FedEx automatically correctsthe spelling.

Note: FedEx Address Checker does not supportor recognize individual or personal names, butmay check an address by matching businessnames that correspond to street addresses.



FedEx Address CheckerCheck Individual Recipients

A new Address Checker checkmark has beenadded to the right of the Address 1 field on theShipment details screen and on the AddRecipient and View/Edit Recipient screens in theAddress Book.

1 On the Shipment details screen, select anexisting Recipient ID or enter new recipientinformation.

In the Address Book, select an existingrecipient and click View/Edit or click Addand enter new recipient information.

2 Click the Address Checker checkmark.

3 FedEx Ship Manager checks the addressand returns results based on thepreferences you have selected to validateyour address selection.

4 Select one of the options on the Resultsscreen:

• To keep the original recipientinformation, click Keep Original.

• To use a result returned by the AddressChecker, click the radio button next tothe address you want to use and clickUse Selection. The data automaticallypopulates the recipient fields on theorigination screen.

• To cancel the results and return to theorigination screen, click Cancel.


Chapter 1: Shipment DetailsFedEx Freight LTL

Bill of Lading Preparation

FedEx Ship Manager includes the ability toprepare a Bill of Lading needed to process FedExFreight LTL (less-than-truckload) shipments. Thisfeature allows you to process FedEx Freightshipment information, but does not currentlyhandle the creation of a FedEx Freight shippinglabel.

To prepare a Bill of Lading

1 Select Prepare Bill of Lading from theUtilities menu.

2 Enter information in all of the fields on thescreen. An existing customer database canbe referenced for address information.

3 Once you have completed the screen, thefields translate to a Bill of Lading form. Sincethe Description section of the Bill of Ladingis not populated and must be completedmanually, all fields on this form are editable.

4 Use Adobe® Acrobat® to access the form;otherwise, Prepare Bill of Lading does notdisplay in the Utilities menu.

Chapter 2: Options and Special Services



At a GlanceThe Options screen is where you select shippingoptions and special services and enter additionalreferences.

Refer to the following information in this chapterto select special services and shipping options:

• Special Services

• Optional Information

• FedEx InSight®

• Shipment Receipt

• FedEx ShipAlert®

Save time and keystrokes when preparingyour shipments by setting shipping

preferences for references, package type,package weight and dimensions, service type,and more. The associated fields are thenautomatically populated based on the recipientand sender selected for the shipment.

Refer to the Recipient Preferences instructionsin the Recipient Information section in Chapter1: Shipment Details or the Assign ShippingProfiles to Senders instructions in the ShippingProfiles section in Chapter 9: Customize fordetailed instructions.



Special ServicesThis section describes the following specialservices included in the Special services sectionon the Options screen. The services available foryour shipment vary depending on the origin anddestination countries and package details.

• Alcohol• Appointment Home Delivery• BSO (Broker Select Option)• COD (Collect on Delivery)• Dangerous Goods (DG)• Date Certain Delivery• Dry Ice Only• Evening Delivery• Hazardous Materials• Hold at Location

• Inside Delivery• Inside Pickup• International Controlled Export• Non-Standard Packaging• Priority Alert• Return labels• Saturday Delivery• Saturday Pickup• Signature Options



Special ServicesAlcohol

Available for FedEx Express (U.S. only)

1 Select Alcohol on the Options screen. TheAlcohol Contents screen displays.

2 Select the alcohol type from the Contentsmenu.

3 Select the package type from the Packagingmenu.

4 Enter the quantity of units (e.g. the numberof bottles of wine per package).

5 Enter the volume per packaging unit in liters.

6 Click OK to save your information and returnto the Options screen.

7 Click Cancel to cancel the Alcoholselection and return to the Options screen.

8 To view or edit your alcohol information,click View/Edit next to Alcohol. TheAlcohol Contents screen redisplays. Makeany changes and click OK.

Appointment Home Delivery

Available for FedEx Home Delivery (U.S. only)

Use FedEx Appointment Home Delivery® toschedule delivery on the date and time that therecipient indicates.

1 On the Shipment details screen, select Thisis a residential address in the Recipientinformation section.

2 Select FedEx Home Delivery as theService type.

3 On the Options screen, select AppointmentHome Delivery. The Appointment DeliveryInformation screen displays.

4 Enter the recipient’s primary telephonenumber and an alternate telephone number,if available.

5 Click OK.



Special ServicesBSO (Broker Select Option)

Available for international FedEx Express andFedEx Ground

FedEx International Broker Select® allows youto select a customs broker other than FedEx.

1 Select BSO on the Options screen. TheBroker Select Option Information screendisplays.

2 Select an existing broker from the BrokerID menu or enter a new Broker ID and allrequired information.

3 Click OK to save the broker and return tothe Options screen.

4 To view or edit your brokers, click View/Edit next to BSO. The Broker Select OptionInformation screen displays. Make anychanges and click OK.

Note: You can add, view, edit, and delete brokerin the Brokers database. You can also select printsettings for broker reports. To access the Brokersdatabase, select Brokers from the Databasesmenu and refer to the Database Functions sectionin Chapter 11: Databases.

Note: If you do not have a designated broker,please contact FedEx Trade Networks at1.800.388.9479, then press 363 (extension).



Special ServicesCOD (Collect on Delivery)

Available for FedEx Express and FedEx Ground(FedEx Express COD not available in Canada)

Follow these steps when shipping Use FedEx®

Collect on Delivery (C.O.D.) for a single package.

1 Select COD on the Options screen. The COD(Collect on Delivery) Information screendisplays.

2 Enter the total COD amount to collect,excluding additional shipping charges. Youreceive one COD label for the shipment.

3 Select a collection type:FedEx Ground• Any payment type• Guaranteed funds• Currency

FedEx Express (U.S. only)• Secured check (if you require a cashier’s

check or money order)• Non-Secured check

4 Select an option from the Freight chargesto add to COD amount menu.

5 If applicable, check Make the declaredvalue equal to the COD amount.

6 For FedEx Ground shipments, select onereference field from the References menuto print on the COD label.

7 Select the Sender ID from the Remittanceaddress menu to print the remittanceaddress on the COD return label. Theremittance address may differ from thecurrent sender’s address.

8 Click OK.

Note: For multiple-piece FedEx Groundshipments, you can select COD for all packagesor for individual packages. Refer to Chapter 5:Multiple-Piece Shipments (MPS).



Special ServicesDangerous Goods

Available for FedEx Express

You can ship domestic and internationaldangerous goods (DG) from Canada and the U.S.In the U.S., you can also ship domestic and U.S.Territories (e.g., Puerto Rico) ORM-Dcommodities.

Note: For detailed dangerous-goods shippinginformation, go to fedex.com.

International Air Transport Association(IATA)

When you ship dangerous goods, FedEx ShipManager checks whether the informationcomplies with International Air TransportAssociation (IATA) Dangerous Goods regulations.With built-in IATA tables, the Dangerous Goodsdatabase saves you time and provides accurateinformation.

Title 49 Code of Federal Regulations (CFR)

For ORM-D hazard class, FedEx Ship Managerchecks a built-in 49 CFR as prepared for air usingthe transport table.

Documents

When you ship dangerous goods, the systemprints the Shipper’s Declaration for DangerousGoods (M-1421C) (#146491).

Dangerous Goods Checklist

FedEx Ship Manager helps you provide theproper paperwork and information required fordangerous-goods shipments. Requirements andother important steps for shipping dangerousgoods are as follows:

1 Assign printers for forms.

2 Add and update dangerous goods in theDangerous Goods database.

3 Import dangerous goods from anotherFedEx Shipping Solution.

4 Customize the Dangerous Goods ShipmentReport.

5 Load dangerous-goods forms in theprinter(s).

6 Process dangerous-goods shipments.

7 Print the Dangerous Goods ShipmentReport from the Report screen.

8 Print Dangerous Goods database reportsfrom the Dangerous Goods databasescreen.




Shipping Dangerous Goods

To ship dangerous goods using FedEx Express

1 Complete the Shipment details screen fora FedEx Express shipment.

In the Package and shipment details section,select the appropriate FedEx Express service(e.g., FedEx Priority Overnight) from theService type menu. Select YourPackaging from the Package type menuand then complete the Package dimensionsfield.

2 Click the Options tab. The Options screendisplays.

3 Check the Dangerous Goods checkbox orView/Edit associated with the checkbox.The View/Edit Dangerous InformationGoods Information screen displays anddefaults to the 1-Other screen.

Signatory Information

Complete this section by entering all of therequired information.

1 Regulations: Although the Regulationsfield defaults to IATA, you can select ORM-D from the menu based on your shipment.ORM-D commodities may be shipped fromthe U.S. to a recipient in the U.S. or a U.S.Territory (e.g., Puerto Rico) only.

2 Title of Signatory: Enter the job title ofthe individual authorized to sign dangerous-goods documents.

3 Name of Signatory: Enter the name of theindividual authorized to sign dangerous-goods documents.

4 Place of signatory: Enter the city wherethe dangerous-goods document is signed.




Signatory Information

5 Emergency telephone: Enter the 24-houremergency number required by U.S. andCanadian law. Refer to the EmergencyPhone Number UN#/ID# Exceptions tablefor exceptions to this requirement.

6 Additional handling info: Enter anyinformation relevant to handling andshipping the dangerous-goods substance.

All Packed in One

Select All Packed in One if you are shippingmore than 1 dangerous-goods commodity in thesame combination package prepared as an AllPacked in One under IATA.

1 Packing type of outer container: Enterpacking type of outer container used.

2 Consignment of All Packed in One:Check this box to activate the Number ofcompleted All Packed in One field forpackages in the consignment.

3 Number of completed All Packed inOne: Enter the number of completed AllPacked in One packages in the consignment.If you select Consignment of All Packedin One for international shipments, an entryin the Number of completed All Packed inOne field is required. The Number ofcompleted All Packed in One prints in theQuantity and Type of Packing sectionfollowed by the times sign (e.g., All Packedin One x 2).

Overpacks Used

Select Overpacks Used when shipping 1 ormore packages in the same enclosure, formingone handling unit when prepared as an Overpackin IATA. You must properly pack, mark, and labeleach package in the overpack.

1 Consignment of Overpacks: Check thisbox to activate the Number of completedOverpacks (in the consignment) field.

2 Number of completed Overpacks: Enterthe number of completed Overpacks in theconsignment. If you select Consignmentof Overpacks for international packages,the Number of completed Overpacks isrequired. The Number of completedOverpacks prints in the Quantity and Typeof Packing section followed by the timessign (e.g., Overpack Used x 2).

Note: Select both All Packed in One andOverpacks used if the shipment meetsboth criteria.




Infectious substance shipment information

1 If the shipment contains an infectioussubstance, enter the name and telephonenumber of the person responsible for theshipment.

2 Click OK. The message “There must be atleast one dangerous good in the shipment.”displays. Click OK. The Dangerous goodsentry screen displays.

Dangerous Goods Details

Enter the required information in the Dangerousgoods details section. Required fields are in boldon the screen.

1 Dangerous goods ID: Enter thedangerous-goods code or select the codefrom the Dangerous Goods database thatrepresents the substance you are shipping.If you enter a new code, the View/EditDangerous Goods screen displays for youto add the dangerous-goods commodity toyour database.

For more information on setting up yourDangerous Goods database, refer to theDatabase Functions section in Chapter 11:Databases.




Dangerous Goods Details

Note: If you have the dangerous-goods IDstored in your Dangerous Goods database,select it from the Dangerous goods ID menu.The required information displays in theDangerous goods details section and theRadioactive information section (if required).

2 UN#/ID#: Enter the appropriate UN# or ID#of the item that corresponds to thedangerous goods you are shipping (e.g.,1845 for dry ice). Based on your UN#/ID#entry, FedEx Ship Manager displays thecorresponding items listed in the IATA table.Packing instructions in maximum quantityappear in the same order as found in IATA4.2 columns G through L.

3 # of Packages, Net quantity/Grossmass, and Type of packing: If they arenot already populated, complete theserequired and optional fields as required.

Note: If you entered multiple packages(e.g., 3) in the Number of packages field onthe Shipment details screen and all of themcontain the same dangerous-goods item,the # of Packages field on the Dangerousgoods entry screen defaults to 1. Delete 1and enter 3.

4 Aircraft type: Check Passenger andcargo.

Radioactive Information

Complete the Radioactive information section (ifrequired). You can save this information to yourDangerous Goods database as needed.

Note: If you are shipping radioactive andnonradioactive articles in Canada, you mustprocess the articles in separate shipments.

1 Click Add to Shipment to add thedangerous-goods information to theDangerous goods in shipment section.

2 Verify the dangerous goods in the shipment.Make any necessary changes.

3 Click OK. The Options screen displays.

Note: If you are shipping a multiple-package shipment (MPS), click Multiple-piece shipment. When the Multiple-pieceShipment Information screen displays,complete the required sections and clickShip. The Options screen displays again.

4 Click Ship to process the shipment andprint the shipping label and Shipper’sDeclaration for Dangerous Goods (M-1421C) (#146491).

5 Verify the shipping label and Shipper’sDeclaration for Dangerous Goods forcompleteness and accuracy.

6 Sign the Signature section (if applicable).

Note: If you amend or alter the printedShipper’s Declaration for Dangerous Goods,you must sign each amendment oralteration.



Special ServicesDate Certain Home Delivery

Available for FedEx Home Delivery (U.S. only)

Use FedEx Date Certain Home Delivery® toschedule delivery on a certain date Tuesdaythrough Saturday.

1 On the Shipment details screen, select Thisis a residential address in the Recipientinformation section.


3 On the Options screen, select Date CertainDelivery. The View/Edit Date CertainDelivery Information screen displays.

4 Select the Delivery date.

5 Enter the recipient’s primary telephonenumber and an alternate telephone number,if available.

6 Click OK.

Dry Ice OnlyAvailable for FedEx Express (U.S. only)

1 Select Dry Ice Only on the Options screen.The Dry Ice Information screen displays.

2 Enter the weight of the dry ice.

• U.S. shippers enter the weight of the dryice in pounds.

• Canadian shippers enter the weight ofthe dry ice in kilograms. For Canadianshipments, the total dry ice weight printsin kilograms on the label.

3 Click OK to save the dry ice weight andreturn to the Options screen.

4 To view or edit your dry ice weight, clickView/Edit next to Dry Ice Only. Make anychanges and click OK.

Evening DeliveryAvailable for FedEx Home Delivery (U.S. only)

Use FedEx Evening Home Delivery® to scheduledelivery between 5:00 P.M. and 8:00 P.M.

1 Select This is a residential address inthe Recipient information section on theShipment details screen.


33 On the Options screen, select EveningDelivery.



Special ServicesHazardous Materials

Available for FedEx Ground (U.S. only)

Note: For detailed hazardous-materials shippinginformation, go to fedex.com.

Shipping Information

To ship hazardous materials using FedEx Ground,follow these steps:

1 Complete the Shipment details screen fora FedEx Ground shipment.

In the Package and shipment details section,select FedEx Ground Service from theService type menu. The Package type fielddefaults to Your Packaging. Complete thePackage dimensions field.

2 Click the Options tab. The Options screendisplays.

3 Check the Hazardous Materials checkboxor View/Edit associated with the checkbox.The View/Edit Hazardous Materials screendisplays.



Special ServicesHazardous Materials

View/Edit Hazardous Materials Screen

Complete the View/Edit Hazardous Materialsscreen by entering all of the required information.

1 Hazardous materials ID Enter thehazardous-materials code or select the codefrom the Hazardous Materials database thatcorresponds to the hazardous materials youare shipping (e.g., UN2015 for hydrogenperoxide). If you enter a new code on theView/Edit Hazardous Materials screen,complete the required fields to add thehazardous-materials commodity to yourdatabase.

For more information on setting up yourHazardous Materials database, refer to theDatabase Functions section in Chapter 11:Databases.

Note: If you have the hazardous-materialsID stored in your Hazardous Materialsdatabase, select it from the Hazardousmaterials ID menu. The required informationdisplays on the screen.

2 If the remaining fields are not alreadypopulated, enter the required informationto complete this screen. You can save thisinformation to your Hazardous Materialsdatabase as needed.

3 Click OK. The Options screen displays.

Note: If you are shipping a multiple-package shipment (MPS), click Multiple-piece shipment. When the Multiple-pieceShipment Information screen displays,complete the required sections and clickShip. The Options screen displays again.

4 Click Ship to process the shipment and printthe shipping label.



Special ServicesHold at Location

Available for FedEx Express

1 Select Hold at Location on the Optionsscreen. The View/Edit Hold at LocationInformation screen displays.

2 Select a Code or enter the FedEx stationaddress where you want the package held.FedEx contacts the recipient when thepackage arrives.

Note: For international shipments, only atelephone number field displays on thisscreen.

Inside Pickup

Available for FedEx Express Freight (U.S. only)

Select Inside Pickup to pick up freightshipments inside the sender’s building.

Inside DeliveryAvailable for FedEx Express Freight (U.S. only)

Select Inside Delivery to deliver freightshipments inside the recipient’s building.



Special ServicesInternational Controlled Exports

Available for FedEx Express and FedEx Groundinternational shipments (U.S. Exports only)

FedEx provides precustoms clearance and door-to-door delivery of international controlledexports from the U.S., including

• Items moving under a U.S. StateDepartment License

• Items moving under DEA export permits 36,236, and 486

• In-bond shipments moving under atransportation and exportation customsform (CF7512) from a foreign trade zone ora bonded warehouse

To ship an International Controlled Export1 Select International Controlled Export

on the Options screen. The FedExInternational Controlled Export (FICE) screendisplays.

2 Select a FICE License Type.3 If the license type is DEA 236, DEA 36, or

DEA 486, enter the License Number/PermitNumber for the item. Then enter theexpiration date in this format: MMDDCCYYor click the calendar icon and select thedate. If you omit this field, tomorrow’s datefills in automatically.

4 If the license type is T&E or WarehouseWithdrawal for T&E, enter the Foreign TradeZone (FTZ) code. The code may contain upto 5 characters.

5 To view the Terms and Conditions, clickTerms and Conditions.

6 To accept the Terms and Conditions, checkI accept the Terms and Conditions.

7 Click OK to save the FICE information andreturn to the Options screen.

8 To view or edit your information, click View/Edit next to International Controlled Export.Make any changes and click OK.



Special ServicesNon-Standard Packaging

Available for FedEx Ground

Select this option if your package• Measures greater than 60 inches in length

but equal to or less than 108 inches in length• Is not fully encased in an outer shipping

container• Is encased in an outer shipping container

made of metal or wood

For multiple-piece shipments, you can select non-standard packaging for all packages or forindividual packages within the shipment. Referto Chapter 5: Multiple-Piece Shipments (MPS)for detailed instructions.

Priority AlertAvailable for FedEx Express (U.S. only)

Select Priority Alert for additional tracking andmonitoring of your shipment. You can view thesedetails through FedEx InSight®. This optionrequires an additional contract.

Return LabelsAvailable for U.S. only

1 Select Return Labels to print a return label.The Return shipment tab becomes active.

2 Click the Return shipment tab andcomplete the Return shipment detailsscreen.

3 Refer to Chapter 4: Return Shipments (U.S.Only) for more information on preparing areturn label with an outbound shipment.

Saturday DeliveryAvailable for FedEx Express

Select Saturday Delivery to deliver yourshipment on Saturday. This option displays if itis available for the ship date, service type, anddestination.

Saturday PickupAvailable for FedEx Express

Select Saturday Pickup to pick up yourshipment on Saturday. This option displays if itis available for the ship date, service type, andpickup location.

Signature OptionsAvailable for U.S. destinations and from aCanadian origin

Select the appropriate FedEx® Delivery SignatureOption from the Signature Options menu.

For detailed information about signature options,refer to the FedEx Service Guide at fedex.com.



Optional InformationYou can enter additional references in theOptional information section on the Optionsscreen. This information prints on shipping labeldoc-tabs and shipping reports.

Refer to the Customize Fields section in Chapter9: Customize to change these reference fieldnames.



FedEx Insight®

If you are enrolled in the FedEx InSight program,you can enter specific contents for your shipment.

1 Click Shipment contents in the FedExInSight section on the Options screen toenter the following shipment information:

• Code• Part number• SKU/Item/UPC• Quantity• Description

2 If you do not want the recipient or a thirdparty to view the shipment information,select Block Shipment Data.

Note: For more information about FedEx InSight,visit http://www.fedex.com/us/solutions/insight.html.



ShipmentReceiptSelect Print shipment receipt in the Shipmentreceipt section on the Options screen to print thisone-page summary which includes detailedinformation about the shipment, such as senderand recipient information, package details, andbilling information.

The Shipment receipt prints on your report printeror laser printer.



FedEx ShipAlert®

With FedEx ShipAlert, select to send shippingnotifications for all shipments to yourself andothers.

All notifications include shipper informationprovided during the shipping process (name ande-mail address). This information indicates whorequested the notification(s) to be sent.

To set up shipping notifications

1 Click the ShipAlert tab.

2 Enter up to 4 e-mail addresses fornotifications.

3 Select a Notification language.

4 Select one or more Notification types foreach e-mail recipient.• Shipment notification indicates when

a package has been shipped.

• Exception notification identifies anyexception scans that may cause adelivery delay, such as customer notavailable.

• Delivery notification indicates whena package has been delivered.

5 Select from HTML, Text, or Wireless formatfor your e-mail notifications.

6 Add a personal message to yournotification(s). This option is not availablefor Wireless format or for non-Englishcharacters.

Note: Save time and keystrokes when preparingyour shipments by setting FedEx ShipAlertpreferences. Refer to the FedEx ShipAlertPreferences instructions on the next page forinstructions.



FedEx ShipAlert®

Preferences

Save time and keystrokes by setting ShipAlertpreferences that fill in automatically when youare preparing your shipment.

1 Select Shipping Profiles from theCustomize menu. The View ShippingProfiles screen displays.

2 Select an existing profile or add a newprofile.

3 Click the 4-FedEx ShipAlert® prefs tab.4 Select Outbound as the Preference Type.

Note: To set FedEx ShipAlert preferencesfor return shipments, select Return as thePreference Type.

5 Select the field from the list and one of thefollowing Behavior options (for all fieldsexcept Format Type and Personal Message):

• Unchecked – Leave this field unchecked.• Automatically select if email

available – Automatically check thisfield if an e-mail ID is shown on theFedEx ShipAlert screen.

• Always checked – Always check thisfield.

• Skip – Skip this field.



FedEx ShipAlert®

FedEx ShipAlert Preferences6 If you select the Format Type or Personal

Message field, select on of the followingBehavior options:• None – Do not assign a default for the

field.• Constant – Select Constant then select

or enter a value in the Field Values fieldto automatically populate this field withthe same information for all shipments.To override field preferences for anindividual shipment, press F11 on theassociated shipping screens.

• Carry – Carry over or repeat informationfrom the previous shipment.

• Skip – Skip this field

7 To save your ShipAlert preferences, click OKon this screen and all subsequent ShippingProfile screens.

Chapter 3: International Requirements


At a GlanceFedEx provides reliable, customs-clearedshipping to over 220 countries around the world.

International requirements for shipments outsideof the U.S. may require detailed commodityinformation, customs documentation, ElectronicExport Information (EEI) filing, etc.

Refer to the following information in this chapterfor international shipping requirements:

• Document Shipments• Commodity/Merchandise Shipments• Customs

Save time and keystrokes when preparingyour international shipments by setting

shipping preferences for NAFTA statements,Terms of Sale, shipment purpose, and more. Theassociated fields are then automaticallypopulated based on the recipient and senderselected for the shipment.

Refer to the Recipient Preferences instructionsin the Address Book section in Chapter 1:Shipment Details or the Shipping Profiles sectionin Chapter 9: Customize for detailed instructions.



Chapter 3: International RequirementsDocument Shipments

Documents include letters, statements,applications, and other types of correspondence.

If your shipment contains only one type ofdocument, refer to the Single Document section.

If your shipment contains more than one type ofdocument, follow steps 1 through 9 in the SingleDocument section, then refer to the MultipleDocuments section.

Note: If your shipment contains more than onepackage, refer to Chapter 5: Multiple-PieceShipments (MPS) for detailed instructions onpreparing multiple-piece shipments.

Note: The document description you select orenter is automatically added to the Documentsummary under the Document tab. You can view,edit, or delete the description on the Documentscreen. Any change made to the description onthe Document screen is automatically updatedon the Shipment details screen.



Document ShipmentsSingle Document

To prepare a single document shipment

1 Complete the Shipment details screen.

In the Package and shipment details section,select Document as the Package containsoption.

2 Document description

Select a customs-approved documentdescription that best applies to yourdocument.

If the appropriate description for yourdocument is not listed, enter your owndescription in the free-form field, up to135 characters.

3 Select I want to Print a CommercialInvoice if your document requires adeclared customs value or if the destinationcountry requires a Commercial Invoice.

4 Enter the Total carriage value for yourdocument.

5 Select the carriage value currency type forFedEx Express shipments for any currencytype allowed by the country to which youare shipping.

6 If required, enter the Total customs valuefor your documents.

7 Complete the Billing details section.

8 If you want to select additional shippingoptions or special services, click theOptions tab and make your selection(s).

9 If you want to send shipment notifications,click the ShipAlert tab and make yourselection(s).

10 When you have completed all informationfor your document, click Ship (F10) toprocess the shipment and print the shippinglabel.


Chapter 3: International RequirementsDocument Shipments

Multiple Documents

If your shipment contains more than one type ofdocument, complete steps 1 through 9 of theSingle Document instructions then continuebelow.

1 Click the Document tab.

2 Select a Document description for adocument in the shipment. If you entered adescription on the Shipment details screen,the description automatically appears in theDocument summary section.

If the appropriate description for yourdocument is not listed, enter your owndescription in the free-form field, up to 135characters.

3 Select the Country of manufacture wherethe document was produced.

4 Click Add to Shipment.

5 Repeat steps 2 through 4 for each documenttype in your shipment.

6 To view, edit, or delete a documentdescription, select the description from theDocument summary and click theappropriate function.

7 When you have added all document types,click Ship (F10) to process the shipmentand print the shipping label.



Commodity/Merchandise ShipmentsTo prepare a commodity/merchandise shipment

1 Complete the Shipment details screen.

In the Package and shipment details section,select Commodity/Merchandise as thePackage contains option.

Note: If your shipment contains more thanone package, refer to Chapter 5: Multiple-Piece Shipments (MPS) for detailedinstructions on sending multiple-pieceshipments.

2 If you want to select additional shippingoptions or special services, click the Optionstab and make your selection(s).

3 If you want to send shipment notifications,click the ShipAlert tab and make yourselection(s).

4 After you complete the screens noted above,click the Commodity/Merchandise tab.The Commodity/Merchandise screendisplays.

Continue with the Add a Commodityinstructions on the next page.


Chapter 3: International RequirementsCommodity/Merchandise Shipments

Add a Commodity

1 Add a commodity to your shipment in oneof the following ways:

• To add an existing commodity to yourshipment, select a Commodity ID fromthe menu and continue with AdditionalCommodity Information in this section.

• To add and save a new commodity, entera new Commodity ID. The View/EditCommodity screen displays. Continuewith step 2 on the next page to enterrequired commodity information. Onceyou have entered the requiredinformation, click OK to save thecommodity to the Commodity databaseand return to the Commodity/Merchandise screen.

• If you do not want to use a CommodityID, skip this field and continue with step2 on the next page.

Note: You can add, view, edit, and deletecommodities in the Commodity database. Youcan also print commodity reports. To access thedatabase, select Commodity from theDatabases menu and refer to the DatabaseFunctions section in Chapter 11: Databases.



Commodity/Merchandise ShipmentsAdd a Commodity

2 Enter a Commodity description of thecommodity, up to 450 characters.

This description eliminates the need to usemanual air waybills and prints on thefollowing customs documents:

• Certificate of Origin (U.S. only)• NAFTA Certificate of Origin• Shipment Detail• Proforma Invoice

Note: FedEx Ship Manager provides awarning message for all FedEx Expressinternational shipments when you enter acommodity description that is consideredvague. Entering a more distinct descriptionhelps reduce customs issues during theclearance process and provides you withmore accurate information when preparingyour commodity shipment.

3 Select the Country of manufacture for thecommodity.

FedEx Ship Manager does not createcustoms documents if XX-MultipleCountries is selected. You can select thisoption if you are creating your own customsdocuments.

The XX-Multiple Countries option isavailable for FedEx Express and FedExGround international shipments, with theexception of FedEx International PriorityDirectDistribution®, FedEx InternationalPriority DirectDistribution® Freight, andFedEx Transborder Distribution.

4 Enter the Quantity of the commodity you areshipping.

5 Select the Unit of measure and enter theUnit value.

6 The Total customs value is calculatedautomatically based on the Quantity andUnit value.

7 If you want to enter optional commodityinformation, continue with the AdditionalCommodity Information instructions on thenext page.

8 If you do not want to enter optionalcommodity information, click Add toshipment and continue with theCommodity Summary instructions on thenext page.



Additional Commodity Information

1 You may enter the following optionalcommodity information:

• Total commodity weight• Harmonized code• Part number or manufacturer number• Distinguishing marks/numbers on the

outside of the package• Unique SKU, item number, or UPC used

to identify the commodity• Export license number and expiration

date

2 If your shipment applies for NAFTA (NorthAmerican Free Trade Agreement), you mayselect Applies for NAFTA Certificate ofOrigin. Follow the NAFTA Certificate ofOrigin instructions on the next page.

3 If NAFTA does not apply, click Add toshipment.

4 Repeat these steps for each commodity inthe shipment.



Commodity/Merchandise ShipmentsCommodity Summary

Each commodity added appears in theCommodity summary section. You can view, edit,or delete each commodity in your shipment.

• To add additional charges to the shipment,enter the amount in the Additional chargesfield.

• To see a list of prohibited commodities forthe destination country, click the Click tosee if your commodity can travel to thiscountry link and select the country fromthe menu.

NAFTA Certificate of OriginNAFTA Certificate of Origin may apply if theshipper and recipient are located in the U.S.,Canada, or Mexico and at least one commoditywas produced in one of these countries.

1 Select Applies for NAFTA Certificate ofOrigin in the Additional commodityinformation section on the Commodity/Merchandise screen.

2 Select a Preference for each commodity inthe shipment.

A – The good was obtained or producedentirely in a NAFTA country.B – The good was produced entirely in aNAFTA country and satisfies the specificorigin that applies to its tariff classification.

C – The good was produced entirely in aNAFTA country from originating materials.D – The goods were produced in a NAFTAcountry but do not meet the rule of originbecause certain non-originating materialsdid not undergo the tariff reclassification.E – Certain data processing goods and theirparts that did not originate in a NAFTAcountry are considered originating uponimportation when the Most-Favored-Nationtariff rate of the good conforms to the rateand is common to all NAFTA countries.F – The good is an origination agriculturalgood under preference criterion A, B, or Cand is not subject to quantitative restrictionin the importing NAFTA country because itis a qualifying good.

3 If you are the Producer of the commodity,select Yes.

If you are not the producer of the commodity,select No and indicate whether thecertificate is based upon

• No (1) – Your knowledge of thecommodity

• No (2) – Written statement fromproducer

• No (3) – Signed certificate fromproducer



NAFTA Certificate of Origin4 The Net cost (NC) method calculates

regional value content (RVC) as apercentage of the net cost to produce thegood.

Net cost represents all costs incurred by theproducer minus promotions, royalties,shipping, and non-allowable interest costs.• No – Select No if the RVC is not

calculated according to the net costmethod.

• NC – Select NC if the RVC is calculatedaccording to the net cost method.

• NC plus date range – Select NC plusdate range if RVC is calculatedaccording to the net cost method overa period of time. Enter the beginningand ending dates of the time periodin a MM/DD/CCYY format or selectfrom the calendar icons.



CustomsFedEx Ship Manager simplifies internationalshipping by printing shipping labels and thefollowing customs and regulatory paperwork:

• Commercial Invoice/Proforma Invoice• NAFTA Certificate of Origin• Electronic Export Information (EEI)• B13A Canada Export Declaration

The Customs screen includes the followingsections:

• Commercial Invoice/Proforma Invoiceinformation

• Importer information• Electronic Export Information (EEI) or

Canadian Customs Export Declarationinformation

• Customs documentation

Tracking number bar code

To allow FedEx Customs Clearance personnel toscan customs documentation and match trackingnumbers with air waybill data for fasterdocument handling, the tracking number bar codeprints on the first page of all customs documents.

The bar code is not included on customsdocuments printed on a dot-matrix printer.


Chapter 3: International RequirementsCustoms

Commercial Invoice/Proforma Invoiceinformation

FedEx Ship Manager prompts you when aCommercial Invoice (CI) is required for your FedExInternational GroundSM shipment. This promptdisplays when you are entering information onthe Shipment details screen.

To print a Commercial Invoice/Proforma Invoice

1 Complete the Shipment details, Options,and Commodity/Merchandise screens.

2 Click the Customs tab.

3 Check Print Commercial Invoice/Proforma Invoice.

Note: If you want this option to be checkedautomatically, select Print CommercialInvoice/Proforma as a preference in the

International Shipping Profile. Refer to theShipping Profiles section in Chapter 9:Customize to set preferences.

Note: You can set the top margin to printthe Commercial Invoice on companyletterhead, which is a requirement for somecountries. Refer to Customize Forms inChapter 10: Reports to select this option.

4 Select the Number of copies to print.

5 Select Commercial Invoice or ProformaInvoice.



CustomsCommercial Invoice/Proforma Invoiceinformation

6 Select the Terms of sale.

1 - Free Carrier (FCA/FOB)Seller is responsible for all costs ofdelivering goods to destination.

2 - Carriage Insurance Paid (CIP/CIF)Seller is responsible for freight,insurance, and miscellaneous charges todestination.

3 - Carriage Paid To (CPT/C&F)Seller is responsible for cost of freightto destination; buyer is responsible forinsurance.

4 - Ex Works (EXW)Seller makes goods available to buyer.Buyer is responsible for delivering goodsto destination.

5 - Delivered Duty Unpaid (DDU)Seller is responsible for delivering goodsto destination. Buyer is responsible forclearing goods through customs.

6 - Delivery Duty Paid (DDP)Seller is responsible for delivering goodsto destination, including duties, taxes,and miscellaneous fees.

7 Enter additional freight, insurance, andmiscellaneous charges to print only on theCommercial Invoice.

8 Enter optional information, such asreference, purpose, and invoice number.

The Purpose field prints on the CommercialInvoice and helps customs correctly assessduties, taxes, and fees for shipments.

The Purpose menu contains the followingcorrect text options for purposeassessments:

• Gift• Not Sold• Personal Effects• Repair and Return• Sample• Sold

9 Enter up to 3 optional comment lines to printon the Commercial Invoice.

10 Select Shipper and recipient arerelated parties if the shipper and recipientare related (e.g., subsidiaries).

11 If the shipper and recipient are located inthe U.S., Canada, or Mexico and at leastone commodity in the shipment wasproduced in one of these countries, selectInclude NAFTA statement.

Importer information

If the recipient is not the importer of record, clickView/Edit Importer to enter and save theImporter of Record information.



Export Information• Electronic Export Information (EEI)

If you are shipping from the U.S. and yourshipment requires SED/EEI filing, refer toElectronic Export Information (EEI) in thissection.

• Canadian Customs Export DeclarationinformationIf you are shipping from Canada and yourshipment requires an Export permit numberor B13A Canada Export Declaration, referto Canadian Customs Export Declarationinformation in this section.



CustomsCustoms documentation

To print shipment details and/or Certificate ofOrigin, check the appropriate checkbox in theCustoms documentation section. These customsdocuments are not generated automatically.

To print a NAFTA Certificate of Origin

1 Select Print NAFTA Certificate of Origin.

2 Click View/Edit to make any changesneeded. The View/Edit NAFTA Certificateof Origin screen displays.

3 For Exporter, select a sender to fill in theexporter name and address on thecertificate. Usually the current sender is theexporter.

4 For Producer, select one of the following:

• Same• Unknown• Available to customs on request• Attached producers list• Other

5 For Authorized signature information, enteryour company name, sender name, andtelephone number.

6 Click OK.

7 Click Ship (F10) to process your shipmentand print customs documents.



Electronic Export Information (EEI)

If you are shipping from the U.S. and yourshipment requires EEI filing, complete theElectronic Export Information (EEI) section on theCustoms screen.

To help you determine if your shipment requiresEEI filing, visit FedEx® Global Trade Manager atfedex.com. Select the SED/EEI Tools andInformation link then select SED/EEI quickcheck. It is recommended that you register as auser on fedex.com to access a variety ofinternational tools online to assist you in yourshipping.

For detailed steps to self-file or agent-file an EEI,please refer to the FedEx SED/EEI Filing OptionsGuide (#311033088). To order a printed copy, call1.800.GoFedEx 1.800.463.3339. To download aPDF copy, go to www.fedex.com/us/softwareand click the Support link.

Follow these steps to file an SED/EEI:

1 File SED/EEI

Select an option to file your SED/EEI:

• AESDirect (self-file)• FedEx Export AgentFile® (agent-file)

2 Enter SED/EEI Exemption or Proof ofFiling Citation

• When using an FTR exemption, select avalid FTR (Foreign Trade Regulations)code. Refer to the following FTR Codestable.

• When using an AES citation number,select the Citation Type and enter thecorresponding AES Citation number.Refer to the AES Citation Typesinformation in this section.



CustomsFTR Codes

This table lists the FTR codes and explanationsthat replace the FTSR (Foreign Trade StatisticsRegulations) codes.



AES Citation Types

When entering an AES (Automated ExportSystem) citation number, select the AES CitationType and enter the corresponding AES citationnumber. You must enter the correct format basedon the citation type selected.

• The Internal Transaction Number (ITN) isissued as a Proof of Filing (POF) statementwhen AES has received the data and hasapproved the shipment for export. The ITNis generally returned by e-mail to theregistered user of AESDirect and not on theAES screen.To enter the ITN on the Customs screen,click Citation Type and select Pre-Departure ITN from the menu. Enter theITN in the AES citation field. An ITN beginswith AES and is followed by X plus 14numeric digits.If both ITN and XTN are provided in thesame e-mail, use ITN. The ITN always takesprecedence.

• Currently, the External Transaction Number(XTN) format may be allowed to be used asan AES proof of filing citation for certaincommodities. You can obtain details aboutAES Exemption requirements fromwww.AESDirect.gov. If the XTN is allowedto be used as the AES proof of filing citation,you can copy the XTN from the AES screenbefore completing your shipment.To enter the XTN on the Customs screen,click Citation Type and select Pre-Departure ITN from the menu. Enter theXTN in the AES citation field. An XTN beginswith AES and is followed by the filer’s EINnumber (9 digits), an option suffix (2alphanumeric characters), a dash, and theunique shipment reference number on thatshipment that you gave to AES (1 to 17characters).If both ITN and XTN are provided in thesame e-mail, use ITN. The ITN always takesprecedence.



CustomsAES Citation Types

Pre-Departure ITN

If you have an AES Pre-Departure Proof ofFiling citation, an internal transaction number(ITN) is included, which is the AES issuedapproval number that allows you to export theshipment out of the U.S. The valid format mustbe AES XYYYYMMDDnnnnnn.

• “AES X” is static and upper case.• “YYYYMMDD” is the valid date.• “nnnnnn” is the 6-digit random number

issued by AES when you file your SED/EEIand the record is accepted by AES.

Post Departure Citation

If you have a Post Departure Proof of Filingcitation, the valid format must be AESPOST#########00 mm/dd/yyyy or AESPOST#########aa mm/dd/yyyy.

• “AESPOST” is static and upper case.• “#########00” or “#########aa”

represents the first 9 characters, which isthe numeric EIN number specific to theshipper, and the last 2 characters are analphanumeric EIN suffix.

AES Downtime Citation

If AES is down for an extended period oftime when you attempt to file your SED/EEI,the Proof of Filing citation format must beAESDOWN #########00 mm/dd/yyyy orAESDOWN #########aa mm/dd/yyyy.

• “AESDOWN” is static and upper case.• “#########00” or ”#########aa”

represents the first 9 characters, which isthe numeric EIN number specific to theshipper, and the last 2 characters are analphanumeric EIN suffix.



Canadian Customs Export DeclarationInformation

If your shipment requires an Export PermitNumber or B13A Canada Export Declaration,follow these steps:

1 Enter the Export Permit #, if required for yourshipment. This number is required whenshipping controlled or regulated goods,destined to various countries, from Canada.

For more information, refer to Export PermitNumber in the online help.

2 B13A Canada Export DeclarationCanadian shippers are required to submit aB13A Canada Export Declaration fordocument and nondocument internationalshipments that contain

• Commodities or documents valued atCAN $2,000 or greater; or

• Commodities that are controlled,regulated, or prohibited

A B13A Canada Export Declaration is notneeded for

• Shipments to the U.S., Puerto Rico, orthe U.S. Virgin Islands; or

• FedEx Transborder Distribution, FedExInternational Priority DirectDistribution,or FedEx International Priority Direct-Distribution Freight shipments



CustomsCanadian Customs Export DeclarationInformation

3 B13A Filing Options

Select a B13A option and complete therequired information.

• 1-No B13A requiredWhen you select this option, provide theB13A Exemption Number application foryour shipment.

• 2-Manual B13A attachedEnter the 21 alphanumeric B13ATransaction Number assigned by Canadacustoms.

• 3-B13A filing electronicallyEnter the 17 or 23 alphanumericauthorization code for your B13A.

• 4-B13A summary reportingThis option requires prior writtenauthorization from Canada Customs.

4 To process your shipment, click Ship (F10).



Labels and Documents

One shipping label and one consignee label isprinted for FedEx Express international shipmentsfrom the U.S.

One shipping label and two consignee labels areprinted for FedEx Express international shipmentsfrom Canada.

To reprint customs documents

1 Click Document reprint on the Reportscreen.

2 Enter or select information in the Searchcriteria section and click Search.

3 Select the appropriate shipment from theSearch results section.

4 Select the documents to reprint in theInternational documents available forreprint section.

5 Select an Output option for printing orviewing the report.

• Screen – View the report on yourscreen.

• Print – Print the report on your reportprinter and enter the number of copiesto print.

• Save File – Save the report. Enter adirectory and file name, then click Savefile.Documents saved as .txt or .rtf files canbe e-mailed.


Chapter 4: Return Shipments (U.S. Only)At a Glance

Convenient return shipping is essential tocustomer service and satisfaction. That’s whyFedEx Ship Manager offers flexible return optionsand shipment processing solutions. You can alsotrack return shipments. Refer to Chapter 8: Trackfor detailed tracking instructions.

Refer to the following information in this chapterto prepare your return shipments and reports:

• Process Return Only• Process Return with Outbound Shipment• Return Information• Package and Shipment Details• Billing Details• Returns Shipping List• Returns Packages Report

Chapter 4: Return Shipments (U.S.Only)

Save time and keystrokes when preparingyour return shipments by setting shipping

preferences for references, package type,package weight and dimensions, service type,and more. The associated fields are thenautomatically populated based on the recipientand sender selected for the shipment.

Refer to the Shipping Profiles section in Chapter9: Customize for detailed instructions.


Chapter 4: Return Shipments (U.S. Only)Process Return Only

To process a return shipment only withoutsending an outbound package, click the Returnshipment tab.

Then continue with the Return Informationsection for instructions on preparing the return.

Process Return with OutboundTo process a return along with an outboundshipment

1 Complete the Shipment details screen forthe outbound shipment.

2 Click the Options tab. Select ReturnLabels and any additional special servicesand options you want for your shipment. TheReturn shipment tab becomes active.

3 Click the Return shipment tab andcontinue with the following ReturnInformation section for instructions onpreparing the return.

Note: When you process a return with anoutbound shipment, the Link to outbound optionbecomes available in the Billing details section.


Chapter 4: Return Shipments (U.S. Only)Return Information

Return Package To

1 Select the appropriate sender to receive thereturn shipment from the Return to menu.

2 To view or edit the sender information, clickView/Edit. Maky any changes and clickOK. These changes are automatically savedfor that sender in the Sender database.

Return Package From

1 Select who is returning the package fromthe Return from menu or manually enterrequired information.

2 Check This is a residential address ifthe package is being returned from aresidence instead of a commercial address.

Continue with the Package and ShipmentDetails section on the next page.


Chapter 4: Return Shipments (U.S. Only)Package and Shipment Details

The fields displayed in the Package and shipmentdetails section on the Return shipment detailsscreen depend on the Return label type selected.

• E-mail return labels are great for customerswith desktop computers or easy access tothe Internet.

• Print return labels are easy for customersto apply to return shipments.

• Ground Call Tags (Courier Pickups) dispatcha FedEx Ground courier to pick up a returnshipment at your customer’s home or officeaddress.

E-mail Return Label

An e-mail return label sends an online returnlabel to a designated e-mail address. E-maillabels require an e-mail address, description ofthe item or merchandise, and an expiration datefor when the e-mail label expires.

To send an e-mail return label

1 Select Email label as the Return label typeand press Tab. The screen refreshes withthe associated e-mail label fields.

2 Enter the Return contact telephone numberin the Return package to section. This is arequired field for e-mail return labels.

3 Enter the total Number of packages in thereturn shipment.

Note: If this is a multiple-piece returnshipment, refer to Chapter 5: Multiple-PieceShipments (MPS) for detailed instructionson entering MPS information.



E-mail Return Label

4 Select Identical packages if the returnshipment includes more than one packagewith the same weight, service type, andpackaging.

5 Enter an Estimated weight. FedEx scans theactual weight.

6 Select the Service type for the return. ForFedEx service commitments, refer to theFedEx Service Guide at fedex.com.

7 Select the Package type.If you select Your Packaging, enter thePackage dimensions manually or selectfrom your preset dimensions.

8 Enter the Declared value for your returnshipment. Refer to the FedEx Service Guideat fedex.com for maximum declared valueamounts.

9 Enter the Item description of the return item,up to 80 characters.

10 Enter the complete e-mail address of theperson you are sending the return label toin the Email label to text field.

11 Enter the Expiration date or click thecalendar and select a date, up to 10 workingdays, when the e-mail label expires.

12 Enter an optional message in the Emailreturn message text box, up to 200characters.

13 Continue with the Billing Details section inthis chapter.



Print Return Label

You can print a return label and return shipperinstructions on your label or laser printer toinclude with an outbound shipment or to senddirectly to your customer.

To print a return label

1 Select Print as the Return label type andpress Tab. The screen refreshes with theassociated print label fields.

2 Enter the total Number of packages in thereturn shipment.Note: If this is a multiple-piece returnshipment, refer to Chapter 5: Multiple-PieceShipments (MP) for detailed instructions onentering MPS information.


4 Enter an Estimated weight. FedEx scans theactual weight.

5 Select the Service type for the return. ForFedEx service commitments, refer to theFedEx Service Guide at fedex.com.

6 Select the Package type.If you select Your Packaging, enter thePackage dimensions manually or selectfrom your preset dimensions.


8 Select Print Return Shipper Instructionsif you want to print return shippinginstructions for your customer. Theinstructions are printed on your reportprinter or laser printer.

9 The current date automatically fills in as theDate Created for the return.




Ground Call Tag

A Ground Call Tag dispatches a FedEx Groundcourier to pick up a return shipment at thecustomer’s location. The courier also prints thereturn label and places it on the return package.

Process a Ground Call Tag only when you haveconfirmed that a return shipment will be readyfor pickup on a certain date. The courier makesup to three pickup attempts.

To send a Ground Call Tag

1 Select Ground Call Tag as the Return labeltype and press Tab. The screen refresheswith the associated Ground Call Tag fields.

2 Enter the total Number of packages in thereturn shipment.Note: If this is a multiple-piece returnshipment, refer to Chapter 5: Multiple-PieceShipments (MP) for detailed instructions onentering MPS information.



5 Enter the Item description of the return item,up to 80 characters.

6 Enter or select the Pickup Date on thecalendar. The pickup date must be 1 to 10business days from the current date.Request a pickup date at a residencebetween Tuesday and Saturday. Request apickup date at a business between Mondayand Friday.

7 Enter additional Pickup instructions.

8 Enter the Ready Time for the returnshipment will be ready for pickup between8:00 A.M. and 6:00 P.M.

9 Enter the latest Close Time the package canbe picked up, no later than 6:00 P.M.




Ground Call Tag Uploads

FedEx Ship Manager automatically sends GroundCall Tags to FedEx Ground every hour.

If you need to notify FedEx Ground about thepickup right away, upload Ground Call Tags fromthe Utilities menu.

1 Select Upload from the Utilities menu.

2 Select Ground Call Tag.

3 Click OK.

Note: The tracking number for a confirmedGround Call Tag pickup displays in the ShippingList.


Chapter 4: Return Shipments (U.S. Only)Billing Details

Enter or select the following information in theBilling details section.

1 Select the payment type from the Billtransportation to menu and enter the FedExbilling account number if the Acct # field isnot automatically populated.

2 Select a department ID from the Departmentmenu or tab to the text field to enter adepartment description.

3 Enter or select a Customer reference toinclude in shipping reports and to use whiletracking packages.

Note: You can add, view, edit, and deletereferences in the Reference database. Youcan also print reference reports. To accessthe database, select Reference from theDatabases menu and refer to the DatabaseFunctions section in Chapter 11: Databases.

4 Enter a unique RMA number (ReturnMaterials Authorization number) to monitorthe return shipment.

5 If you are processing a return label with anoutbound shipment, select Link tooutbound to track the outbound and returnshipments at the same time.

6 If you want to select additional options andspecial services for the return shipment,click Return options. Refer to Chapter 2:Options and Special Services for detailedinformation on the options and servicesoffered on this screen.

7 When you have completed all of the returnshipment information, click Ship (F10) toprocess the return.


Chapter 4: Return Shipments (U.S. Only)Returns Shipping List

As you process return shipments, they are savedin the daily Returns Shipping List. You can view,modify, and delete return shipments before youclose the day.

1 To access return shipments, select Returnsfrom the Shipping List menu.

2 To delete, modify, or repeat a returnshipment, select the shipment and click theappropriate option at the bottom of thescreen.

3 For more information about a returnshipment, select the shipment and clickStatus details, if active.

Note: The tracking number for a confirmedGround Call Tag pickup also displays in theShipping List.


Chapter 4: Return Shipments (U.S. Only)Return Packages Report

The FedEx Return Packages report listsinformation for return shipments processed on acertain date or date range.

1 Click the Report tab at the top of the screen.

2 On the 1-Shipment screen, select FedExReturn Packages report.

3 In the Include section, enter the date range,invoice number, or cycle number the returnshipments were processed.

4 In the Output section, select to output thereport to the screen, print the report, or savethe report to a file.

5 To customize the report (e.g., add the RMAnumber) refer to the Customize Reportssection in Chapter 10: Reports.


Chapter 4: Return Shipments (U.S. Only)


Chapter 5: Multiple-Piece Shipments (MPS)At a Glance

FedEx Ship Manager offers enhanced flexibilityfor multiple-piece shipments. You can select toenter individual package information, enter totalshipment information, or ship parse pak.

Refer to the following information in this chapterto prepare and process your MPS:

• Preparing an MPS • FedEx Express MPS• FedEx Ground MPS

Chapter 5: Multiple-Piece Shipments (MPS)

Save time and keystrokes when preparingyour multiple-piece shipments by setting

shipping preferences for references, packageweight and dimensions, service type, ane more.The associated fields are then automaticallypopulated based on the recipient and senderselected for the shipment.

Refer to the Recipient Preferences instructionsin the Address Book section in Chapter 1:Shipment Details and the Shipping Profilessection in Chapter 9: Customize for detailedinstructions.


Chapter 5: Multiple-Piece Shipments (MPS)Preparing an MPS

1 Shipment details | Return shipmentdetails

Complete the Shipment details screen foryour U.S. and Canada domestic MPS or yourinternational MPS. Refer to Chapter 1:Shipment Details for detailed instructions.

Complete the Return shipment detailsscreen for your return MPS. Refer toChapter 4: Return Shipments (U.S. Only)for detailed instructions.

• In the Package and shipment detailssection, enter the total number ofpackages in the shipment and theweight of the first package.

• If all of the packages in your shipmenthave the same weight, service type, andpackage type, select Identicalpackages and ship the packages usingonly the Shipment details screen.

• If only certain packages in your MPShave the same weight, service type, andpackage type, continue with theseinstructions.

2 Options and Special Services

To select additional shipping options andspecial services, click the Options tab, orthe Return options tab if preparing a returnshipment, and make your selection(s).

Refer to Chapter 2: Options and SpecialServices for detailed information on theoptions and services offered on this screen.

• Some special services, such as alcoholor dry ice, can be applied to individualpackages in the shipment. Select theservice(s) on the Options screen thenselect Special services on theMultiple-Piece Shipment Informationscreen to view or edit the service(s) forindividual or identical packages.

• Some special services, such as Hold atLocation and COD, apply to the entireshipment and cannot be applied toindividual packages. These services areavailable from the Options screen only.

3 FedEx ShipAlert

If you want to send shipment notificationsto your customer, yourself, and others, clickthe ShipAlert tab and make yourselection(s). Refer to the FedEx ShipAlertsection in Chapter 2: Options and SpecialServices for detailed information on thisfeature.

4 Documents (International only)

If you are preparing an internationaldocument MPS, complete the Documentscreen.

Refer to the Document Shipments sectionin Chapter 3: International Requirementsfor more information.


Chapter 5: Multiple-Piece Shipments (MPS)Preparing an MPS

5 Commodity/Merchandise (Internationalonly)

If you are preparing an internationalcommodity/merchandise MPS, completethe Commodity/Merchandise screen.

Refer to the Commodity/MerchandiseShipments section in Chapter 3:International Requirements for detailedinstructions.

6 Customs (International only)

After completing the Commodity/Merchandise screen, complete the Customsscreen, including required EEI or B13A filinginformation.

Refer to the Customs section in Chapter 3:International Requirements for detailedinstructions.

7 Once you have completed the previoussteps, click Multiple-piece shipment atthe bottom of the screen. The Multiple-pieceShipment Information screen displays.

8 Refer to the following instructionsapplicable to your MPS:

• FedEx Express MPS• FedEx Ground MPS

Warning

If you click Cancel when adding items on theMultiple-piece Shipment Information screen, awarning displays to warn you that this will cancelyour entire shipment.

• If you want to save your information andreturn to the Multiple-piece ShipmentInformation screen, click No, then clickSave & Exit.Save & Exit is only available when youselect Print labels after I havecompleted the shipment.

• If you want to cancel the entire shipmentand return to a blank Shipment detailsscreen, click Yes.


Chapter 5: Multiple-Piece Shipments (MPS)FedEx Express MPS

Multiple-Piece Shipment Information

1 If you are shipping a FedEx Express MPS,follow the steps in the previous Preparingan MPS section then continue below withentering information on the Multiple-pieceShipment Information screen.

2 Select Print labels after I havecompleted the shipment so you canmodify the shipment without starting over.All of the labels print when you process theshipment.

U.S. and Canada Domestic MPS

International MPS

3 U.S. and Canada Domestic MPS orReturn MPS: Enter information for eachpackage. For instructions, start with step 2in the following Information for eachpackage instructions.

International MPS: Select one of thefollowing MPS options and follow theassociated instructions on the followingpages.

• Information for each package Select this option to enter individualweights, dimensions, and value for eachpackage in the shipment.

• Total shipment information onlySelect this option to automatically dividethe total weight of the shipment equallyamong all packages in the shipment. Youcan also enter individual packagedimensions.



Information for each package

1 Select Information for each package inthe Shipment information section to enterindividual weights, dimensions and valuefor each package in the shipment.

Note: This option displays for aninternational MPS. For U.S. and Canadadomestic MPS, the Multiple-piece ShipmentInformation screen defaults to this screenlayout.

2 Change the Package weight for the firstpackage, if needed. The weight fills in fromthe Weight entered on the Shipment detailsscreen.

Note: For a return MPS, enter the Estimatedweight and an Item description.

3 For U.S. and Canada domestic MPS or returnMPS, enter or select package dimensionsand other optional information such asdeclared or carriage value and references.

4 If there are identical packages in your MPS,click Identical packages after you haveentered all package information. Then enterthe number of identical packages and clickAdd.

All of the identical packages are listedindividually in the Packages summarysection.

5 Shipment contents (U.S. and Canadadomestic only)

Click Shipment contents to enterinformation specific to the package, suchas part number, SKU, description, etc.




6 Special services

• U.S. and Canada Domestic MPS orReturn MPS: If you want to view,modify, or add special services that youselected on the Options screen, such asalcohol or dry ice, for individualpackages, click Special services thenclick View/Edit next to the service. TheSpecial Services Information screendisplays. View or make any changes,then click OK.If you can not access a service on thisscreen, such as COD, then the serviceapplies to the entire shipment andcannot be modified for individualpackages. Click Save & Exit then clickthe Options tab to make any changes.

• International MPS: Special servicesapply to all packages in an internationalMPS. If you want to view, modify, or addspecial services, click Save & Exit, thenclick the Options tab.

Note: For detailed information on specialservices, refer to Chapter 2: Options andSpecial Services.

7 Additional handling (U.S. and Canadadomestic only)

To add or modify handling charges for U.S.and Canada domestic MPS packages, clickAdditional handling and enter a fixed orvariable amount. Handling charges carryover from one package to the next.

Note: Additional handling is activated onlyif you have set handling charge defaults inyour shipping profiles. Refer to the ShippingProfiles section in Chapter 9: Customize.




8 Once you have entered all packageinformation, click Add to add the packageto the shipment.

Note: If you did not select Print labelsafter I have completed the shipment,then Ship (F10) displays instead of Add.Each time you enter package informationand click Ship (F10), the package isimmediately processed and a label isprinted.

Note: As you add each package, theShipment summary and Packages summarysections are updated.

9 Enter package information for the nextpackage in your MPS.

• To repeat the information entered on theprevious package, click Repeatprevious package. Make any changesand click Add.

• If you are shipping alcohol or dry ice in aU.S. or Canada domestic MPS, clickSpecial services to edit the alcoholcontents or weight of the dry ice for eachpackage as needed.

10 The following functions are available at thebottom of the Multiple-piece ShipmentInformation screen:

• Cancel – Cancel your MPS and allassociated shipment details andoptions.

• Override preferences – Override anyMPS preferences set in shippingprofiles.

• Save & Exit – Save MPS informationand return to previous shipping screen.

• Rate quote – View a courtesy ratequote detailing shipment charges foreach package, including COD andadditional handling.

• Ship (F10) – Process your completedMPS.

• Done – If you did not select Printlabels after I have completed theshipment in the Shipment informationsection, Done displays at the bottomright instead of Ship (F10). When youhave shipped all packages in the MPS,click Done to exit the screen and returnto the Shipment details screen.



Total shipment information only(International only)1 For an international MPS, select Total

shipment information only in theShipment information section to dividethe total weight of the shipment equallyamong all packages in the shipment.

2 If you are entering individual packagesdimensions, check Enter individualpackage dimensions. The screenrefreshes to display the Packageinformation section.

3 Enter the total Number of packages in theshipment.

4 Enter the Total shipment weight.

5 If you are not entering individual packagedimensions, skip to step 8.

6 If you are entering individual packagedimensions, select the dimensions of thefirst package or enter dimensions manually.

7 If this is the only package this size, clickAdd, then repeat these steps for theremaining packages.

If there are identical packages in your MPS,select Identical packages after you haveentered all package information. Then enterthe number of identical packages and clickAdd.




Total shipment information only(International only)8 To view or edit shipment information on the

other shipping screens before you completeyour shipment, click Save & Exit. Makechanges as needed and click Multiple-piece shipment to return to the Multiple-piece Shipment Information screen.


• Cancel – Cancel your MPS and allassociated shipment details and options.

• Override preferences – Override anyMPS preferences set in shipping profiles.

• Save & Exit – Save MPS informationand return to other shipping screens.




Chapter 5: Multiple-Piece Shipments (MPS)FedEx Ground MPS

Multiple-Piece Shipment Information

1 If you are shipping a FedEx Ground MPS,follow the steps in the Preparing an MPSsection at the beginning of this chapter,then continue below with enteringinformation on the Multiple-piece ShipmentInformation screen.

2 Select Print labels after I havecompleted the shipment so you canmodify the shipment without starting over.All labels are printed when you finish theshipment.

3 Select one of the following MPS optionsand follow the associated instructions onthe following pages.

• Information for each package Select this option to enter individualweights, dimensions, and value for eachpackage in the shipment.Note: For a return MPS, the Multiple-piece Shipment Information screendefaults to this screen layout.

• Parse pakSelect this option to automatically dividethe total weight of the shipment equallyamong all packages in the shipment.




1 Select Information for each package inthe Shipment information section to enterindividual weights, dimensions and valuefor each package in the shipment.

2 Change the Package weight for the firstpackage, if needed. The weight fills in fromthe Weight entered on the Shipment detailsscreen.

Note: For a return MPS, enter the Estimatedweight and an Item description.

3 Enter or select package dimensions andother optional information such as declaredor carriage value and references.

4 If there are identical packages in your MPS,click Identical packages after you haveentered all package information. Then enterthe number of identical packages and clickAdd.

All of the identical packages are listedindividually in the Packages summarysection.

5 Shipment contents (U.S. and Canadadomestic only)

Click Shipment contents to enterinformation specific to the package, suchas part number, SKU, description, etc.




6 Special services

• U.S. and Canada Domestic MPS orReturn MPS: If you want to view,modify, or add special services that youselected on the Options screen, such asnon-standard packaging or COD, forindividual packages, click Specialservices then click View/Edit next tothe service. The Special ServicesInformation screen displays. View ormake any changes, then click OK.If you can not access a service on thisscreen, then the service applies to theentire shipment and cannot be modifiedfor individual packages. Click Save &Exit then click the Options tab.

• International MPS: Special servicesapply to all packages in an internationalMPS. If you want to view, modify, or addspecial services, click Save & Exit, thenclick the Options tab.

Note: For detailed information on specialservices, refer to Chapter 2: Options andSpecial Services.

7 Additional handling

To add or modify handling charges for thispackage, click Additional handling andenter a fixed or variable amount. Handlingcharges carry over from one package to thenext.

Note: Additional handling is activated onlyif you have set handling charge defaults inyour shipping profiles. Refer to the ShippingProfiles section in Chapter 9: Customize.




8 Once you have entered all packageinformation, including contents and specialservices, click Add to add the package tothe shipment.

Note: If you did not select Print labelsafter I have completed the shipment,then Ship (F10) displays instead of Add.Each time you enter package informationand click Ship (F10), the package isimmediately processed and a label isprinted.


9 Enter package information for the nextpackage in your MPS.

• To repeat the information entered on theprevious package, click Repeatprevious package. Make any changesand click Add.

• If you have selected a special service,such as non-standard packaging, clickSpecial services to edit theinformation as needed.


• Cancel – Cancel your MPS and allassociated shipment details and options.

• Override preferences – Override anyMPS preferences set in shippingprofiles.

• Save & Exit – Save MPS informationand return to previous shipping screen.



• Done – If you did not select Printlabels after I have completed theshipment in the Shipment informationsection, Done displays at the bottomright instead of Ship (F10). When youhave shipped all packages in the MPS,click Done to exit the screen and returnto the Shipment details screen.



Parse Pak

Parse pak is faster than entering information foreach package. With Parse pak, just enter the totalnumber of packages and the total weight of theshipment to divide the weight equally among allpackages.

1 Select Parse pak in the Shipmentinformation section.

2 Enter the total Number of packages in theshipment.

3 Enter the Total shipment weight.

4 To add or modify special services, such asCOD, click Save & Exit then click theOptions tab. Refer to Chapter 2: Optionsand Special Services for more informationon special services.

To return to the Multiple-piece ShipmentInformation screen, click Multiple-pieceshipment at the bottom of the screen.

Note: When you ship Parse pak COD, youenter one COD amount for the shipment andreceive one COD label.

5 To process your shipment and print labels,click Ship (F10).


Chapter 6: Hold FileAt a Glance

The Hold File is a central holding place whereyou can save shipment information for as longas you like. Once you save a shipment to the HoldFile, you can delete it, edit it, duplicate it, or shipit at any time. The Hold File is perfect for pendingand repeat shipments.

You can access the Hold File in the followingways:

1 Select Hold File from the Shipping listmenu. The Hold File List displays.

2 On the Shipment details screen, clickRecipient ID. The name switches to HoldFile Lookup. Click the binoculars . TheHold File List displays.

Chapter 6: Hold File

Refer to the following information in this chapterto use and customize the Hold File:

• Enable the Hold File

• Save Shipments in the Hold File

• Hold File Functions

• Customize the Hold File

Note: To import shipment information to the HoldFile from a spreadsheet or database file, refer tothe Import section in Chapter 11: Databases. Toidentify imported shipments, look for Import inthe Transaction ID column on the Hold File List.


Chapter 6: Hold FileEnable the Hold File

To enable the Hold File to display the Holdcheckbox on the Shipment details screen



3 Click the 2-FedEx Customer Admin tab.

4 In the Shipping Screen section, selectEnable Hold File and click OK.


Chapter 6: Hold FileSave Shipments to the Hold File

You can save shipments to the Hold File for aslong as you like.

1 Check Hold in the Recipient informationsection on the Shipment details screen.

Note that Ship (F10) changes to Hold (F10)at the bottom of the screen.

2 Select a Recipient ID or enter a newRecipient ID and all required recipientinformation.

Make sure the Save in/Update myaddress book checkbox is checked.

3 Enter remaining required package andbilling information.

4 To select additional shipping options andspecial services, click the Options tab andmake your selection(s).

5 When you have entered all information, clickHold (F10) at the bottom of the screen tosave the shipment in the Hold File.

Note: All commodities listed in an internationalHold File shipment are saved, but only the firstcommodity displays on the Hold File List.

Note: To delete, edit, duplicate, or process ashipment in the Hold File, refer to the followingHold File Functions section.


Chapter 6: Hold FileHold File Functions

You can delete, edit, duplicate, or ship a HoldFile shipment at any time. Refer to the followinginstructions for each Hold File function.

Delete1 Select the shipment on the Hold File List

and click Delete.

2 When prompted, click Yes to delete theshipment.

Assign Tracking #Select the shipment on the Hold File List and clickAssign Tracking #. A tracking number isautomatically assigned to the shipment.

Note: If Tracking # is not displayed on the HoldFile List, refer to the Customize the Hold Filesection later in this chapter to select fields todisplay.


Chapter 6: Hold FileHold File Functions

Edit

1 To edit a shipment directly in the Hold FileList, click the appropriate field and updatethe information, then press Enter to acceptthe change.

2 To edit the shipment information on theShipment details screen, select theshipment on the Hold File List and click Edit.The Shipment details screen displays.

3 Make any changes on the Shipment detailsscreen. To add or edit options or specialservices, click the Options tab and updatethe information as needed.

4 To save the shipment, make sure the Holdcheckbox is checked, then click Hold (F10)at the bottom of the screen. The shipmentremains in the Hold File.

To process the shipment, click Ship (F10).The shipment is processed and removedfrom the Hold File.

Read ScaleIf a scale is attached to your shipping system,select the shipment on the Hold File List and clickRead Scale to read the package weight.

Duplicate ShipmentSelect the shipment on the Hold File List and clickDuplicate Shipment. Unless there is an error,the shipment is processed and you receive ashipping label immediately. The originalshipment stays in the Hold File.

Note: For regular distributions, like payrolls ormonthly reports, enter the shipment informationand save the shipment in the Hold File. Thenduplicate the shipment from the Hold File whenit is time to ship.

Ship `Select the shipment on the Hold File List and clickShip (F10). The shipment is processedimmediately and removed from the Hold File.


Chapter 6: Hold FileCustomize the Hold File

Hold File List Fields

The Hold File List can be customized to displaythe fields you select.

1 Select Hold File from the Shipping listmenu. The Hold File List displays.

2 Click Customize.

3 Check the fields you want displayed on theHold File List.

4 Click OK.

Note: The field selections and column sort orderyou select in the Hold File List are maintainedduring software reboots, software closes, andEnd of Day close.


Chapter 6: Hold FileCustomize the Hold File

Hold File List Lookup Options

Choose from a variety of ways to customizelookups on the Hold File List.

1 Hold File Lookup Exact Matches Only

Check this option then select a field fromthe Hold File Lookup Field menu to matchduring a Hold File search. Field optionsinclude

• Date Created• Department Notes• Invoice number• P.O. number• Recipient ID• Reference• Shipment ID• Transaction ID

2 Uncheck Hold Checkbox on Edit/Lookup

Select this option if you usually shippackages after you retrieve or edit themfrom the Hold File. If this option is checked,the Hold checkbox is deselected when youreturn to the Shipment details screen.

3 Apply current sender and returnaddress to all shipments

Select this option when shipping multiplepackages from the Hold File at the sametime.


Chapter 6: Hold File


Chapter 7: CloseAt a Glance

It is important to close shipments when you finishshipping for the day to prepare for your dailypickup and to send shipment information toFedEx.

Refer to the following information in this chapterto automatically or manually close yourshipments.

• Auto-close• Request Close (Manual)• Reports

Chapter 7: Close


Chapter 7: CloseAuto-close

FedEx Ship Manager automatically closes FedExExpress and FedEx Ground shipments at a certaintime each day. If you have multiple systems andaccounts, each system has its own auto-closetime.

Fifteen minutes before the auto-close time foreach service, you receive a message whichallows you to continue with the auto-close orcontinue shipping until you are finished for theday.

To change the auto-close time for FedEx Groundshipments



The auto-close time for FedEx Groundshipments displays at the bottom of the 1-Your Systems Settings tab.

3 Enter the new time to automatically closeyour FedEx Ground shipping for the day.

4 Click OK.


Chapter 7: CloseRequest Close (Manual)

To request to close shipments manually for FedExExpress and FedEx Ground, follow these steps:

1 Click the Close tab.

2 Click the 1-Request Close tab.

3 In the Select system(s) section, select theappropriate System number if the onedisplayed is not the system you want toclose.

If you have more than one system and wantto close all systems, select All Systems.

4 If FedEx Express is the only option in theSelect shipments to close section, skip tostep 5.

If you have both FedEx and FedEx Groundoptions, select to close all shipments at thesame time or to close FedEx Express orFedEx Ground only.

5 Click End your shipping day. You receivea separate message for FedEx Express andFedEx Ground when the close is finished foreach system.

Note: To check the close status, click FedExExpress close status history or FedExGround close status history at the bottom ofthe screen.


Chapter 7: CloseReports

Select to run shipment and courier reports whenyou close your shipping day. If you have morethan one system and account, select reportoptions for each system.

1 Click the Close tab.

2 Click the 2-Reports tab.

3 Select the appropriate System number if theone displayed is not the system you wantto close.

If you have more than one system and wantto close all systems, select All Systems.

4 Report options

Select the shipment and courier reports toprint in the Report options section.

• If you ship FedEx Ground, select OnlyPrint Ground Manifest Summarypage to prepare for your pickup. Youreceive two copies. Give one copy toyour FedEx Ground courier and keep acopy for yourself.

• To save all End of Day reports to a hardor floppy drive, check Save End of DayShipment Reports, then clickDestination Directory to select adirectory for your reports.

• To generate EPDI (Electronic PackageDetail Information) reports, click EPDIreports. Select the report(s) to run andselect the Output option for the report(s).

5 Uprinted reports

When you have finished making your reportselection(s), select to print or delete reportsshown in the Unprinted End of Day reportssections for FedEx Express and FedExGround.


Chapter 8: TrackAt a Glance

Track your packages online for the latest statuson U.S. and Canada domestic shipments,international shipments, and return shipments.

You can continue using FedEx Ship Managerwhile it receives the tracking information fromFedEx. You receive a message when the trackingresults are available.

Refer to the following information in this chapterto track your shipments:

• Track by Numbers and Reference• Track from Shipping History• Track Results

Chapter 8: Track


Chapter 8: TrackTrack by Numbers and Reference

Track by Numbers

Follow these steps to track outbound and returnshipments by tracking number or Door Tagnumber. A door tag number begins with theletters “DT” and is followed by 12 numbers.

1 Click the Track tab at the top of the screen.

2 Click the Track by numbers andreference tab.

3 Enter the tracking number or Door Tagnumber you want to track in the Trackingnumber field.

• To track an outbound shipmentprocessed along with a return shipment,enter the outbound tracking number.

• For multiple-piece shipments, enter anytracking number in the shipment.

4 Click Add after entering each trackingnumber.

5 Click Track at the bottom of the screen tobegin tracking. When tracking is complete,you receive a message that your trackinginformation is available for viewing.

6 Click the Track results tab to view theresults on your screen, print, or save theresults to a file. Refer to the Track Resultssection for more information.



Track by Reference

Follow these steps to track outbound and returnshipments by using shipment references.

1 Click the Track tab at the top of the screen.

2 Click the Track by numbers andreference tab.

3 Select or enter one of more of the followingreferences:• Service

You may select All Services or aspecific service type from the menu. Inaddition to FedEx Express and FedExGround, you can also track FedEx CustomCritical®, FedEx Freight, and FedEx Cargoshipments by reference.

• Reference type | Reference valueIf you entered unique references for theshipment, select the Reference typeused and enter the exact referenceinformation in the Reference value fieldthat was entered when the package wasshipped. Reference value is a requiredfield.

• Account numberEnter or select a FedEx account number.

• Ship dateClick the calendar to select theapproximate ship date. The trackingsearch feature searches 15 days beforeand after the selected date.



Track by Reference• Destination Country

Select the destination country. This fieldis required if you did not enter anaccount number.

• Destination PostalEnter the destination postal code. Thisfield is required if you entered adestination country that supports postalcodes.

4 Click Add after you have entered allshipment references you want to use foryour tracking search.

5 Click Track at the bottom of the screen.When tracking is complete, you receive amessage that your tracking information isavailable for viewing.



Chapter 8: TrackTrack from Shipping History

Include as much search criteria as possible fromthe shipping history to single out only thepackage(s) you want to track.

Follow these steps to track from shipment history

1 Click the Track tab.

2 Click the Track from shipping history tab.

3 Include as much search criteria as possiblefrom the shipping history to single out onlythe package(s) you want to track, such as

• Date range• References• Recipient information• Sender information• Package content• Special services• Multiple-piece tracking #• COD return

4 Click Search for shipments. Theshipments found display in the Shipmentsearch results table.

5 Select the shipments you want to track inone of the following ways:

• Click only one result• Ctrl+click to select more than one result• Click Select All to select all results

6 Click Track to submit only the records youselected for tracking. When tracking iscomplete, you receive a message that yourtracking information is available for viewing.



Chapter 8: TrackTrack Results

Once you have completed your tracking search,you can view the results on the Track resultsscreen.

1 Click the Track results tab at the top ofthe Track screen.

2 If desired, check to display Exceptionsonly or Undelivered packages only.

3 To show the track result details such asshipment activity and location, select atracking number and click Show details.

4 To print the tracking results, select one ormore tracking numbers and click Print.

5 To save the track results, select one or moretracking numbers and click Save Report toFile. Then enter the file destination andname and click OK.

6 To view a list of FedEx Express and FedExGround exception codes, select Viewexception codes.

7 To delete one or more tracking numbersfrom the Track results list, select thenumber(s) and click Delete, or click Deleteall to delete all tracking numbers listed. Thisonly deletes the number(s) from the list. Itdoes not delete the shipment(s) from yoursystem.


Chapter 9: CustomizeAt a Glance

FedEx Ship Manager is designed to makeshipping faster and more efficient by offering theability to customize your system settings anddetailed shipping information.

You can customize shipping profiles for individualsenders by setting preferences for required andoptional fields, FedEx Express and FedEx Groundservices, group shipping, and FedEx ShipAlertnotifications.

Once you have customized the shipping profiles,assign them to your senders. The preferencesapply automatically based on the Sender ID usedwhen preparing shipments. Refer to the AssignShipping Profiles to Senders instructions in theShipping Profiles section.

Chapter 9: Customize

Refer to the following information in this chapterto customize your system:

• Shipping Profiles• Configurable References• Customize Fields• Customize User Prompts• Customize Doc-Tabs• System Settings

Note: To customize your reports and forms, referto Chapter 10: Reports.


Chapter 9: CustomizeShipping Profiles

You can customize existing or default shippingprofiles or create new ones before you assignthem to individual senders.

For example, create a unique shipping profile forFedEx Ground senders, then assign that profileto your FedEx Ground senders using the Senderdatabase. Refer to the Assign Shipping Profilesto Senders instructions in this section.

To customize shipping profiles


2 To customize an existing or default profile,select the profile and click View/Edit.

3 To create a new profile, click Add. SelectDomestic or International as the profiletype then enter a new Shipping Profile IDand a Description on the Add screen.

4 To duplicate an existing or default profile,select the profile and click Add byduplication, then enter a new ShippingProfile ID and a Description on the Addscreen.

5 Refer to the following sections in thischapter to set

• Field Preferences• FedEx Express Preferences• FedEx Ground Preferences

6 To set group preferences, refer to the GroupPreferences instructions in the GroupsShipments section in Chapter 1: ShipmentDetails.

7 To set FedEx ShipAlert preferences, refer tothe FedEx ShipAlert section in Chapter 2:Options and Special Services.



Field Preferences

1 Click the 1-Field prefs tab.

2 Select one of the following shipment typesfrom the Preference Type menu.

• Outbound - Shipment• Outbound - MPS• Return - Shipment• Return - MPS

3 Select the field from the field list.

4 Select one of the following options for thefield Behavior:

• NoneDo not assign a default for the field.

• ConstantSelect Constant then select or enter avalue in Field Values to automaticallypopulate this field with the sameinformation for all shipments.For example, if you use nonstandardpackaging for FedEx Ground shipments,select FedEx Ground SpecialServices, select Constant as thebehavior, then select Non-StandardPackaging from the Field Values menu.

Note: For the Package Size field, theField Values menu lists your pre-setdimensions. Refer to Chapter 11:Databases to set up your Dimensionsdatabase.



Field Preferences• Carry

Carry over or repeat information from theprevious shipment.

• SkipSkip a field on the Shipment detailsscreen when using the Tab key. Thisoption is available for optional fields.

• ConfigurableThis option is available for referencefields. Refer to the ConfigurableReferences section in this chapter to addand edit these configurable references.

• External sourceUse data from an external script file(extension .txe). This option is availablefor the reference fields and the RecipientID field.

Note: To override field preferences for anindividual shipment, press F11 on theassociated shipping screens.

4 Other preferences

Select additional preferences, if needed.

• COD Remittance IDSelect the Sender ID to print on the CODreturn label from the COD RemittanceID menu. Create a new sender in theSender datatbase if necessary.

• Default recipients to ResidentialIf you ship all packages to residentialaddresses, select this option toautomatically check the This is aresidential address checkbox on theShipment details screen.

• Validate & Require Department/NotesThis option requires you to select adepartment from the Department menuin the Billing details section on theShipment details screen. You can createand update departments in theDepartment database.Note: This option cannot be selected ifthere is a Constant default forDepartment/Notes.

5 Start position

Select where to start the cursor on theShipment details screen.

6 If you have finished setting field preferencesfor one preference type and want tocontinue with another, select the type fromthe Preference Type menu and follow thesame steps.

When you have finished setting preferencesfor the shipping profile, click OK to saveyour settings. Click OK again on the ViewShipping Profiles screen.



FedEx Express PreferencesOptimize your FedEx Express shipping by settingdefaults for references, handling charges, andlabel formats.


2 Select an existing profile and click View/Edit or click Add or Add by duplicationto add a new profile.

3 Click the 2-FedEx Express prefs tab.

4 Miscellaneous

• Tracking number overwrite (U.S. andCanada Domestic profiles only)If you have preassigned trackingnumbers or print standard airbills forU.S. and Canada domestic shipments,select this option to enter trackingnumbers manually.

• Require ReferencesSelect this option if you requirereferences for FedEx Express shipments.

5 Insert in References

Use this option to select a reference to printin the Reference field on shipping labels.

Note: The Dept/Notes field printsautomatically on the shipping label. To avoidduplicating this field, select None or adifferent reference field to print on theshipping label.



FedEx Express Preferences

6 Reference label (U.S. and CanadaDomestic profiles only)

For FedEx Express Freight shipments, checkthe corresponding freight service to print anoptional label with additional deliveryinformation. The Reference label screendisplays when you ship using the selectedfreight service.

7 Handling charge

To include an additional handling charge,check Include additional handlingcharge and enter your fixed and/or variableamounts.

• Combine your fixed handling charge andyour percentage handling charge for allshipment types.

• Subtract your handling charge to passalong a shipping discount to yourcustomers.To subtract your fixed handling charge,select Fixed amount and include adash/minus sign (-) before the dollaramount.To subtract your variable amount, selectVariable amount and include a dash/minus sign (-) before the amount. Thenselect where to apply the variableamount from the menu.

Once you have set handling charge defaults,Add’l handling is activated in the Billingdetails section on the Shipment detailsscreen. To override handling charge defaultsfor a shipment, click Add’l handling andenter new values.

8 Label Format

Select the label format number to identifythe label stock you use. The label format isprinted at the bottom of your labels.

Note: To order the 6” non-doc-tab shippinglabels (Format 435 - 4x6 Thermal Labelwithout Doc Tab), call 1.800.GoFedEx1.800.463.3339 or go to fedex.com.

Note: To configure doc-tabs, refer to theCustomize Doc-Tabs section in this chapter.

9 Return Manager (U.S. and CanadaDomestic profiles only)

If you print return shipping labels, select aSender ID from the Return recipient IDmenu. The sender’s name and address printin the return recipient section of your returnshipping labels.

All U.S. and Canada domestic shippingprofiles use the same return recipient.When you select a return recipient in oneshipping profile, the same Sender ID isautomatically selected in all shippingprofiles.



FedEx Express Preferences

10 International air waybill format(International profiles only)

For international shipments, you can printthe standard multi-ply air waybill on yourreport printer. If you use standard airwaybills for any of your internationalshipments, select the label format from themenu.

11 When you finish selecting preferences forthe shipping profile(s), assign the profile(s)to individual senders. Refer to the AssignShipping Profiles to Senders instructions atthe end of this section for instructions.



FedEx Ground Preferences

Optimize your FedEx Ground shipping by settingdefaults for references, handling charges, andlabel formats.


2 Select an existing profile and click View/Edit or click Add or Add by duplicationto add a new profile.

3 Click the 5-FedEx Ground prefs tab.

4 Miscellaneous

Select Require References if you requirereferences for FedEx Ground shipments.

5 Insert in References

Use this option to select a reference to printin the Reference field on thermal shippinglabels.

Note: The Dept/Notes field printsautomatically on the shipping label. To avoidduplicating this field, select None or adifferent reference field to print on theshipping label.

Note: The Location # is automaticallyembedded in the shipping label bar code. Ifyou select it for the Reference field, it alsoprints on the shipping label in human-readable form.



FedEx Ground Preferences6 Handling charge

To include an additional handling charge,check Include additional handlingcharge and enter your fixed and/or variableamounts.

• Combine your fixed handling charge andyour percentage handling charge for allshipment types.

• Subtract your handling charge to passalong a shipping discount to yourcustomers.To subtract your fixed handling charge,select Fixed amount and include adash/minus sign (-) before the dollaramount.To subtract your variable amount, selectVariable amount and include a dash/minus sign (-) before the amount. Thenselect where to apply the variableamount from the menu.

Once you have set handling charge defaults,Add’l handling is activated in the Billingdetails section on the Shipment detailsscreen. To override handling charge defaultsfor a shipment, click Add’l handling andenter new values.

7 Label Format

Select the label format number to identifythe label stock you use. The label format isprinted at the bottom of your labels.

Note: To order the 6” non-doc-tab shippinglabels (Format 435 - 4x6 Thermal Labelwithout Doc Tab), call 1.800.GoFedEx1.800.463.3339 or go to fedex.com.

Note: To configure doc-tabs, refer to theCustomize Doc-Tabs section in this chapter.

8 When you finish selecting preferences forthe shipping profile(s), assign the profile(s)to individual senders. Refer to the AssignShipping Profiles to Senders instructions atthe end of this section for instructions.



Assign Shipping Profiles to Senders

To save time and keystrokes during the shippingprocess, assign shipping profiles to each sender.

For example, if you have one sender who onlyships FedEx Ground and another who only shipsFedEx Priority Overnight®, create separateshipping profiles and assign them to theassociated senders. For the first sender, selectFedEx Ground as a constant service type, andselect FedEx Priority Overnight for the othersender. When each sender starts shipping for theday, they select their Sender ID as the currentsender in order to activate their preferences.

Note: Recipient preferences override senderpreferences that have been selected in ShippingProfiles for the same field. Refer to the RecipientPreferences instructions in the RecipientInformation section in Chapter 1: ShipmentDetails.

To assign shipping profiles to a sender


2 Select the sender in the Sender list and clickView/Edit. The View/Edit Sender screendisplays.

3 In the Shipping profiles section, select theappropriate Domestic, International, orTransborder distribution shipping profilefrom the associated menus.

4 Click OK to save the changes and return tothe View Senders screen. Click OK againto return to the shipping screen.

The preferences set in the assignedshipping profiles automatically populate theassociated fields for that sender.

To override preferences for an individualshipment, press F11 on the associatedshipping screens.


Chapter 9: CustomizeConfigurable References

The following reference fields are used to recordyour reference information:

• Additional Reference 1• Additional Reference 2• Additional Reference 3• Customer Reference

Note: You can add, view, edit, and deletereferences in the Reference database. You canalso print reference reports. To access thedatabase, select Reference from the Databasesmenu and refer to the Database Functionssections in Chapter 11: Databases.

Note: To change these reference field names,refer to the Customize Fields section in thischapter.

Follow these steps to create prompts forreference fields and select whether each promptis required.


2 Select the shipping profile to update andclick View/Edit.

3 On the 1-Field prefs tab, select the referencefield from the field list.

• For U.S. and Canada domesticshipments, Customer reference and 1additional reference field is available inthe Billing details section on theShipment details screen. Additionalreference fields are available on theOptions screen.

• For international shipments, Customerreference is available in the Billingdetails section on the Shipment detailsscreen. Additional reference fields areavailable on the Options screen.

4 Select Configurable as the Behavior. TheView Configurable References screendisplays.


Chapter 9: CustomizeConfigurable References

5 Click Add to add a new prompt, or clickUpdate to update an existing prompt. Foreither function, the Configurable ReferencesMaintenance screen displays.

6 Field Prompt – Enter the text you want todisplay that prompts you to enter thereference information.

7 Field Length – Enter the maximum numberof characters allowed for this information.Note: The total number of charactersallowed for all prompts combined is 30.

8 Field Data Type – Select the type ofcharacters to allow for this referenceinformation.

9 Field Behavior• To allow any reference information in the

field, select None.• To automatically populate the field with

constant reference information, selectConstant and enter the fieldinformation.

• To carry over reference information fromthe last shipment, select Carry.

10 Select Field Required if you requirereference information for this prompt. Thisoption allows you to require referenceinformation for some prompts and notothers.

Important: If you require references foreach shipment, you must also selectRequire References on the 2-FedExExpress prefs and the 5-FedEx Ground prefsscreens, as applicable.

11 To add additional prompts for this field,click Add.

12 To return to the View ConfigurableReferences screen, click OK.

13 To see how the prompt(s) appear when youclick the field during shipping, select theprompt on the View ConfigurableReferences screen and click ShowScreen.

14 To save your selections and entries, clickOK on all Shipping Profile screens.


Chapter 9: CustomizeCustomize Fields

Set Recipient Country Defaults

To set defaults for the recipient Country fieldon the Shipment details screen

1 Select Customize Fields from theCustomize menu.

2 Recipient country preference

Select one of the following options:

• None – Defaults to the country of themaster meter

• Carry – Defaults to the country selectedin your last shipment

• Constant – Defaults to the countryselected from the Constant menu

3 Recipient country sortIn the section, select to display the Countrymenu on the Shipment details screen bysorted by Country name or Country code.


Chapter 9: CustomizeCustomize Fields

Customize Field Names

You can customize the names of the fields listedbelow. However, they are referred to by theirdefault names throughout this User Guide.

• Recipient ID• Customer reference• Department• Additional reference 1• Additional reference 2• Additional reference 3

Note: The information entered for these fields,except for Recipient ID, prints on thermalshipping labels by default. To print the RecipientID on thermal labels, you must select it in theInsert in references section on the FedEx Expressand FedEx Ground preference screens. Refer tothe FedEx Express Preferences or FedEx GroundPreferences instructions in the Shipping Profilessection in this chapter.

Note: Contents entered in Additional reference1 and Additional reference 2 display on yourFedEx Express invoice.

To customize field names

1 Select Customize Fields from theCustomize menu.

2 In the Customize reference fields section,change the field names that display onscreen to best suit your shipping needs.

3 Select the Reference type for the referencefield(s).

Note: For FedEx Ship Manager Reports,these fields may be configured to displayin any of the four Reference type options:Customer reference, P.O. number, Invoicenumber, or Shipment ID.

4 When you have finished making changes,click OK. The field names are automaticallyupdated on the screen(s).


Chapter 9: CustomizeCustomize User Prompts

You can select to remove or display confirmationprompts and warning messages that appear asyou prepare and process shipments, such as

• Confirmations to save updated recipientinformation or delete database records

• Message prompts when a CommercialInvoice is required in a local language, onletterhead stationery, or both

Note: By default, all user prompts are set toPrompt.

To remove or display user promps


2 Click in the Prompt field for the prompt youwant to change.

3 Select Prompt or Don’t Prompt from thePrompt menu, and repeat this procedure asneeded for other prompts.

4 Click OK to save your selections. You do nothave to restart FedEx Ship Manager for yourprompt changes to take effect.


Chapter 9: CustomizeCustomize Doc-Tabs

A doc-tab is the peel-off strip at the top ofshipping label Format 354 - Thermal Label withDoc Tab.

Doc-tabs are used for back-office records andshould be removed from actual shipping labels.

To customize the information printed on doc-tabsfor FedEx Express and FedEx Ground U.S. andCanada domestic shipments and internationalshipments


2 Select the appropriate shipping profile andclick View/Edit.

3 Click the 2-FedEx Express prefs or 5-FedEx Ground prefs tab.

4 Select Format 354 - 4x6 Thermal Labelwith Doc Tab as the Label Format.

5 Click Customize doc tab configuration.

6 Click Doc tab configuration and continuewith the following instructions for theconfiguration options:

• Package doc tab configuration• Total doc tab configuration


Chapter 9: CustomizeCustomize Doc-Tabs

Package doc tab configuration

1 To change the field names that print on thedoc-tab, click the 1-Package doc tabconfiguration tab on the Doc TabConfiguration screen. The field names areshown in columns 1, 3, and 5. To changethe field names, enter the new text in theappopriate text box.

2 The information associated with the fieldname that prints on the doc-tab is shown incolumns 2, 4, and 6. To change theinformation, select the associated field youwant displayed with the field name.

3 Click OK to save your changes.

Total doc tab configuration

1 To print doc-tab totals for multiple-pieceshipments, click the 2-Total doc tabconfiguration tab on the Doc TabConfiguration screen.

2 Check Print total doc tab.

3 The field names that print on the doc-tabare shown in columns 1, 3, and 5. To changethe field names, enter the new text in theappopriate text box.

4 The information associated with the fieldname that prints on the doc-tab is shown incolumns 2, 4, and 6. To change theinformation, select the associated field youwant displayed with the field name.

5 Click OK to save your changes.


Chapter 9: CustomizeSystem Settings

Customize your FedEx Ship Manager system toset defaults for communications, internationalshipping, language preference, label information,customer administration, and more.

Refer to the following information for details:

• Your System Settings• FedEx Customer Administration• Other System Settings Options

Your System SettingsTo customize your system settings



3 Click the 1-Your System Settings tab toset general application defaults.

4 Make your selections in the followingsections on this screen:

• System Settings• FedEx Express International Settings• Communications Override• FedEx Ground close settings• Ship Database Purge• Language Preference• Field Color• Label Information

5 Click OK to accept your selection(s).


Chapter 9: CustomizeSystem Settings

FedEx Customer Administration

To customize your customer administrationinformation



3 Click the 2-FedEx Cust Admin tab.

4 Make your selections in the followingsections on this screen:

• Account Billing Information• Shipping Screen• Rating/Revenue• Quick Setup

Other System Settings Options

Access to the following System Settings optionsrequires login with the administrator password:

• 3 - Logging• 4 - FedEx Express Admin• 5 - FedEx Ground Admin• 6 - Integration

Contact your FedEx Ship Manager AccountRepresentative for more information on theseadministrative settings.


Chapter 9: Customize


Chapter 10: ReportsAt a Glance

FedEx Ship Manager offers a large portfolio ofreports which include detailed shipping activities,historical data, and database reports. All reportscan be saved to your hard drive or an externaldrive, such as a CD or a USB drive.

Refer to the following information to access,generate, print, and save your reports:

• Shipment and History Reports

• FedEx Express Invoice

• Ship Log

• FedEx Ground Manifest

• Document Reprint

Refer to the following sections to customize yourreports and forms:

• Customize Reports

• Report Field Definitions

• Customize Forms

Chapter 10: Reports

Ship Database Purge

There are two system settings that determinewhen shipments are moved to your historydatabase and when they are purged from yoursystem.

To customize these settings


2 On the 1-Your System Settings screen, enterthe minimum and maximum number of daysin the Ship Database Purge section.

• The Current setting moves currentshipments to your history file within acertain number of days.

• The History setting purges shipments inyour history file after a certain numberof days. Once they are purged, they areremoved from your system.


Chapter 10: ReportsShipment and History Reports

To generate shipment reports using recent orhistorical shipment activity

1 Click the Report tab.

2 To generate reports with recent shippingactivity, click the 1-Shipment tab andhighlight one or more reports.

To generate reports using shipment history,click the 5-Shipment history tab andhighlight one or more reports.

3 To generate reports for a particular ship dateor range of dates, enter the dates in the Daterange fields in the Include section.To generate reports for a particular invoiceor cycle number, select one of the FedExGround or FedEx Express options and selectthe number from the associated menu.

4 Select an Output option for printing orviewing the report.

• Screen – Click Screen to view thereport on your screen. You can also printor save the report shown on screen.

• Print – Enter the number of copies andclick Print.

• Save File – Enter a directory and filename, or click Browse to select thedirectory and file name, then click Savefile.

5 To select the types of shipping data toinclude in the report, click Overrideinclude and select the shipments toinclude for FedEx Express, FedEx Ground,and returns.


Chapter 10: ReportsFedEx Express Invoice

To generate FedEx Express invoices


2 Click the 2-FedEx Express Invoice tab.

3 Highlight the invoices to run.

4 Select an Output option for printing orviewing the invoice(s).• Screen – Click Screen to view the

report on your screen. You can also printor save the report shown on screen.




Chapter 10: ReportsShip Log

The Ship Log displays package information forthe shipment date or range of dates you indicate.You can include U.S. and Canada domesticshipments and international shipments in yourlisting.

To generate the Ship Log


2 Click the 3-Ship Log tab.

3 Enter the date or date range of the packagesto include in the Ship Log in the Includesection.

4 Select the types of shipments to include inthe Include section.

5 Select an Output option for printing orviewing the Ship Log.• Screen – Click Screen to view the





Chapter 10: ReportsFedEx Ground Manifest

To generate FedEx Ground manifests


2 Click the 4-FedEx Ground Manifest tab.

3 Highlight the manifest(s) to run.

4 Select an Output option for the manifest(s).• Screen – Click Screen to view the





Chapter 10: ReportsDocument Reprint

Customs documents, such as the CommercialInvoice and Certificate of Origin, can be displayedfor successful shipments on screen or saved andretrieved to view or reprint.

To reprint or view customs documents


2 Click the 6-Document reprint tab.

3 Enter the date range or other Search criteriaand click Search.

4 Select the shipment from the Search results.5 Select the appropriate documents from the

International documents available forreprint section.

6 Select an Output option for the document(s).• Screen – View the report on your

screen.• Print – Print the report on your report

printer and enter the number of copiesto print.

• Save File – Click Save file, then selectthe appropriate directory, enter the filename, and click OK.Documents saved as .txt or .rtf files canbe e-mailed.

Note: Shipping labels are not available for reprintafter 48 hours, even though they may appear inthe International documents available for reprintsection.


Chapter 10: ReportsCustomize Reports

Follow these steps to customize or createshipment and database reports.


2 For shipment reports, click Customizeshipment reports to the left on the Reportscreen.

For database reports, click Customizedatabase reports to the left on the Reportscreen.

Note: To print database reports, refer to theDatabase Functions section in Chapter 11:Databases.

3 To modify an existing report, select thereport from the reports list and click View/Edit.

If the Report Customization screen displays,select when to print the report and clickData to Include to select the shipmentsto include for FedEx Express, FedEx Ground,and returns.

If the View/Edit Customized Report screendisplays, continue with step 5.

4 To create a new report, click Add, or selectan existing report and click Add byduplication, when available.



5 On the View/Edit or Add screen, enter anew Report Title or modify the existingname, if needed.

6 From the Database menu, select the typeof data to include in the report.

• For shipment reports, selectShipments, Receive (for inboundshipments), or one of the Multiweightoptions.

• For database reports, select theappropriate database, such asRecipient or Sender.

7 For shipment reports only, click Data toInclude to select the types of shipmentsyou want to include in the report for FedExExpress, FedEx Ground, and returns.

Note: You can also select the data toinclude by clicking Override include onthe Shipment and Shipment history reportscreens.

8 For shipment reports only, select one of thePrint options for FedEx Express and FedExGround if you want to print the reportautomatically at the end of the day. If not,do not select any print options.

Note: When you close shipments from theClose screen, you can select the Holdreports operator options on 2-Reports tabif you do not want to print reportsautomatically.



9 Print field list

The fields included in the report display inthe list box. For field definitions, refer to theReport Field Definitions section at the endof this section.

• To add a field to the report, select thefield from the Field menu in the Print fieldlist section.

• To add comments to the report, select***Comment*** from the Field menuand enter the Comment text.

• Enter the Length of field if you do notneed to use the maximum number ofcharacters.

• Enter the number of spaces to indent inLeft margin of field to add a left margin.

• Check Line break after field if youwant the next field to begin on the nextline.

• To add a field to the report once you haveentered the associated information, clickAdd.

• To replace a selected field with anotherfield, select the field from the list box,then select the replacement field fromthe Field menu and click Change.

• To delete a field from the report, selectthe field and click Delete.

• To change the order in which a fieldappears on the report, select the fieldand click the up or down arrow until thefield is in the order you want.



10 Sort field list

• To add a sort field, click Add in the Sortfield list then select the field from themenu on the Add Sort Fields screen.

• Enter 1 as the Start Position to sort thefield using the first character. To sortwith another character, such as the thirdcharacter, enter 3.

• Enter the number of characters to sortthe field by in Length. For example, sortonly 5 characters for department notes:ABC111, ABC122, ABC133.

• If you want to print subtotals, check Printsub-totals.

• When you have finished entering theinformation, click OK. The field is addedto the Sort field list.

• To modify sort field information, selectthe field and click View/Edit. Makechanges as needed then click OK.

• To delete a sort field, select the field andclick Delete.

• To change the order in which fields aresorted, select the field and click the upor down arrow until the field is in thesort order you want.



11 Filter field list

You can customize your reports to run withone or more specific report filters. Onlyshipments that match your filter fieldvalue(s) appear on the report.

• To add a filter field, click Add in the Filterfield list section and select the field fromthe menu on the Add Filter Fields screen,then enter the Value. For example, selectRecipient Company and enter NumberOne Company. To add another filter, clickAdd.

• To modify filter field information, selectthe field in the Filter field list sectionand click View/Edit. Make changes asneeded, then click OK.

• To delete a filter field, select the field inthe Filter field list section and clickDelete.



12 Layout

• To print field names or abbreviations ascolumn headings, check Print columnheadings in the Layout section.

• To display information for individualpackages, check Print detail lines.

• Check Keep multiple lines togetheron same page if desired.

• FedEx Ship Manager automaticallyadjusts the Font Size on your reportsbased on the number of fields youinclude. You can not make manualadjustments to the font size.If your report fonts are too small,customize the report to removeunnecessary fields, and the report isadjusted automatically with a larger fontsize.

• The Line length displays the actualnumber of characters in the report andincludes field lengths, spaces, andmargins.This number updates automatically asyou modify fields in the report. If thenumber exceeds the maximum Linelength amount, you are prompted tomodify the length of the report.

• To indent for a left margin, enter thenumber to indent in Left Margin, or enterzero (0) for no left margin.

• To add blank spaces between eachcolumn, enter the number of blankspaces to add in the Space betweencolumns field, or enter zero (0) for noadditional spaces.

• To advance to a new page after printingtotals, check Page break betweentotals.

• To add a blank line between totals, enterthe number of blank lines in Blank linesbetween totals.

13 Subtotal field list

• To print subtotals for a certain field,select the Field in the Subtotal field listsection and click Add.

• To change the order of the subtotalfields, select the field and click the upor down arrow until the field is in theorder you want.

• To delete a subtotal field, select the fieldand click Delete.

14 When finished modifying or addinginformation to the report, click OK to saveyour changes.


Chapter 10: ReportsReport Field Definitions

The definitions of specific fields that appear oncustomized reports are listed below. Please notethat these definitions apply to doc-tabs, reports,export shipment data, and PassPort shipments,unless otherwise indicated.• Additional Handling Charge• COD Freight Charges to add to COD amount• Courtesy Net Freight Charge• Freight• Gross Charge• Net Charge• Net Freight Charge• Courtesy Effective Discount• List Gross Charge• List Net Charge• List Total Surcharge• List Total Customer Charge• Total Customer Charge• Total Discount• Total Surcharge Amount

Additional Handling ChargeThere are many options from which you canselect to include additional handling charges.Below are the various options based on yourHandling Charge selection.

• Fixed AmountHandling Charge = the fixed amountspecified.

• Variable amount of my shipping chargesHandling charge = (Variable % / 100) * netcharge (not including surcharges orCanadian taxes).

• Variable amount of FedEx list shippingHandling charge = (Variable % /100) * listnet charge (not including surcharges orCanadian taxes).

• Variable amount of FedEx list shippingcharges and surchargesHandling charge = (Variable % / 100) * listnet charge (including surcharges but notCanadian taxes).

• Variable amount of my shippingcharges, surcharges and CanadiantaxesHandling charge = (Variable % / 100) * NetCharge (including surcharges and Canadiantaxes [HST/GST/PST]).

• Fixed amount and Variable amountcheckboxes are both selected• Calculate Fixed Amount Charge (FAC) by

using Fixed Amount entered.Formula: FAC =+ or - Fixed Amount.

• Calculate Variable Amount Charge (VAC)by multiplying Base Charge * VariableAmount percentage.Formula: VAC = (Base Charge * + or -Variable Amount percentage).

• Calculate Total Handling Charge byadding Fixed Amount Charge andVariable Amount Charge.Formula: Total Handling Charge = + or -FAC +/- VAC.

• Percent of List shipping Charges orPercent of List Shipping andSurcharges is selected and Use ListRates is not selected or current listrates are not availableAdditional handling calculated at ship time= zero.



COD Freight Charges to add to CODamountBelow are 6 options from which you can selectto calculate COD Freight charges in the Freightcharges to add to COD amount field.

• 0 – None: COD amount = COD amount.• 1 – COD charge: COD amount = COD

amount + COD Surcharge (for the package).• 2 – Shipping charge: COD amount = COD

amount + courtesy discounted net chargefor the package (excluding all surcharges).

• 3 – Total charge: COD amount = CODamount + courtesy discounted net chargefor the package (including this package andshipment level surcharges and handlingcharge).

• 4 – Order charge total: COD amount = CODamount + courtesy discounted net chargefor all packages in the shipment (includingall package and shipment level surchargesand handling charge).

• 5 – Order charge net: COD amount = CODamount + courtesy discounted charge for allpackages in the shipment (excluding allpackage and shipment level surcharges andhandling charge).

Courtesy Net Freight ChargeCourtesy Net Freight Charge = Base rate –discount + total surcharges (excluding taxes).

FreightThe Freight field is not a charge field calculatedby FedEx. It is a field used on the CommercialInvoice that has to be manually entered by theshipper on the Customs screen. The amountentered by the shipper in the Freight Charges fieldis populated for any import/export templates.

Note: The Freight field is not available for doc-tabs.

The freight charge is added to the total value ofthe shipment and also prints as a break-out ofcharges on the Commercial Invoice.

Gross ChargeGross Charge = Base rate.This is the base shipping rate without surchargesor taxes added.

Net ChargeNet Charge = Base charge – Discount + TotalSurcharges (doc-tabs do not include TotalSurcharges).

Note: For doc-tabs only, the Net Charge(Shipping) amount does not include surcharges.

Net Freight ChargeNet Freight Charge = Base rate – Discount + Totalsurcharges (not including taxes).Note: The only difference between Net FreightCharge and Net Charge is that this calculationexcludes any taxes and the Net Chargecalculation includes them.



Courtesy Effective DiscountCourtesy Effective Discount = List Net Rate – NetCharge.Note: This calculation applies to reports only.

List Gross ChargeList Gross Charge = List Rate.Note: This is the list shipping rate withoutdiscounts, surcharges or taxes added.

List Net ChargeList Net Charge = List Charge + List Surcharges.Note: Use List Rates must be turned on tocalculate List Net Charge.

List Total SurchargeList Total Surcharge = Sum of all List Surchargefields.

List Total Customer ChargeList Total Customer Charge = List Net Charge +Handling Charge.

Total Customer ChargeTotal Customer Charge = Net Charge + HandlingCharge.

Total DiscountTotal Discount = amount discounted off Base Rate(not the discount off List).

Total Surcharge AmountTotal Surcharge Amount = Sum of the list ofSurcharge fields.

Total Surcharge Amount is the sum of all of theindividual courtesy surcharges (not listsurcharges). Additional details are describedbelow.

• Total Surcharge Amount field is reflectedin the Net Charge and Total Charge amount(for reporting only).

• Delivery area surcharge amount is addedto the total surcharge amount for reportingand upload purposes.

• Since both Fuel and Declared value areseparate line items on the report outside ofTotal Surcharge Amount (labeled SpecialFees), they are not included in the TotalSurcharge Amount in the reports. However,for export, doc-tabs and PassPort, the TotalSurcharge Amount contains items suchas fuel, declared value and Canadiantaxes.


Chapter 10: ReportsCustomize Forms

To assign printer settings for FedEx Ship Managerreports and labels and to print CommercialInvoices on letterhead

1 Select Customize forms from the Reportscreen or from the Customize menu. TheForm Settings screen displays.

2 The designated printer displays in thePrinter/Device column next to the Reports/Labels column.

3 To change the printer/device, select thereport or label and click Change. The PrinterSettings screen displays.

4 Click the appropriate printer or device fromthe Available Devices list and click OK.

5 To print your Commercial Invoices oncompany letterhead, select the Paper Typein the Commercial Invoice letterheadsettings section, then enter the top marginamount and select the measurement typein inches or centimeters.


Chapter 11: DatabasesAt a Glance

To access FedEx Ship Manager databases, clickthe Databases tab at the top of the screen andselect one of the following databases:

• Sender• Recipient• Department• Dimensions• Reference• Groups• Commodity• Dangerous Goods• Hazardous Materials• Brokers• Templates• Users (User Setup)

Chapter 11: Databases

Refer to the following information for detailedinstructions on using and maintaining yourdatabases.

• Database Functions• Templates• Backup• Restore• Import• Export

Note: To customize database reports, selectCustomize Database Reports from theDatabases menu or from the Report screen andrefer to the Customize Reports section in Chapter10: Reports.


Chapter 11: DatabasesDatabase Functions

Every FedEx Ship Manager database offers thefollowing functions on the View screen:

• Add• Add by duplication• View/Edit• Delete• Print

The Recipient database (Address Book) is usedas an example for the following instructions.However, the fields and options that appear onthe database screens vary depending on thedatabase selected.

Note: When using the Recipient database, youcan sort the Recipient list by column heading onthe View Address Book screen. Click the columnheading once for ascending order, then clickagain for descending order.

You can also begin shipping to a recipient fromthe Recipient database. Select the recipient andclick Ship to. The recipient informationautomatically populates the associated fields onthe Shipment details screen.



Add

To add a new record to a database:

1 Select the database from the Databasesmenu. The View screen displays.

2 Click Add. The Add screen displays.

3 Enter a new ID and the remaininginformation you want to save. Requiredfields appear in bold on the screen.

4 Click OK to save the record and return tothe View screen.

5 Click Add another to save the record andcontinue adding other records.

6 Click Cancel to cancel your entries andreturn to the View screen.

Add by duplication

To add a new record to a database by usinginformation from an existing record:


2 Select the record and click Add byduplication. The Add screen displays.

3 Enter a new ID and the make any changesto the existing information. Required fieldsappear in bold on the screen.

4 Click OK to save the record and return tothe View screen or click Add another byduplication to save the record and addanother record.



View/Edit

To view or edit a database record:


2 Select the record to view or edit and clickView/Edit. The View/Edit screen displays.

3 Make any changes to the information.

4 Click OK to save the changes and return tothe View screen.

Delete

To delete a record from a database:


2 Select the record and click Delete.

3 Click Yes when prompted to delete therecord.

4 Click No to retain the record and return tothe View screen.



Print

FedEx Ship Manager includes detailed reportsfor each database.

To print database reports


2 Click Print. The Reports screen displays.

3 Select the default or customized databasereport.

Note: To customize database reports andcreate new reports, refer to the CustomizeReports section in Chapter 10: Reports.

4 You may select other options, if available,for your report.

5 Click OK to print the report.

6 Click Cancel to cancel your selections andreturn to the View screen.


Chapter 11: DatabasesTemplates

To import and export databases and shipmentinformation, you must use a template to definethe file layout of the source file. You can use andmodify FedEx Ship Manager templates andcreate your own templates.

Before you import or export a database, select atemplate and carefully view the contents.

Types of Templates• When you import a database to FedEx Ship

Manager, use an Import template. The fileextension is .IMP.

• When you export a database from FedExShip Manager, use an Export template. Thefile extension is .EXP.

Types of DatabasesYou can create templates to import and exportthese databases:• Sender• Recipient• Departments• Groups• Commodity• Dangerous Goods• Hazardous Materials• Brokers

• Shipment Information (Export only)

Note: You can export shipment information fromFedEx Ship Manager, but you cannot importshipment information to FedEx Ship Manager.



Select a Template

1 Select Templates from the Databasesmenu. The View Templates screen displays.

2 To use or modify an existing template, selectthe template and click View/Edit. TheView/Edit Template screen displays.

To add a new template, click Add. The AddTemplate screen displays. Enter a newTemplate ID and enter the followingtemplate information.

3 Enter template information

• Modify or enter a Description for thetemplate.

• Select the template Type.• Select the Database you are importing

or exporting.• Enter a File name, such as sender.csv.



Select a Format

The file format determines how fields areidentified and separated in the source file.

1 Select Delimited or Fixed as the fileformat.• Delimited – Fields are usually

surrounded by single or doublequotation marks and separated bycommas or spaces, as in the followingexample.“SENDER1”,”Jane Doe”,”PetsRus”,”1Front Street”,”Fairfield”,”Ohio”

• Fixed – Each field has a fixed numberof characters. Delimiters and fieldseparators are not used, as in thefollowing example.SENDER1 Jane Doe PetsRus 1 FrontStreet Fairfield Ohio

2 If the file format is delimited, select theDelimiter. The delimiter surrounds the dataand is usually single quotes or doublequotes.

3 If the file format is delimited, select the Fieldseparator. The field separator separatesfields within the file.

4 Select the Date format and Date delimiterused in the source file.

5 Select your Default country code. Thecountry code is used primarily for importingsenders and recipients.

6 If you want the field names to appear ascolumn headers, check Column headerson 1st line.



Add or Remove Database Fields

When you add fields to a template from thesource file, add them in the same order that theyappear in the source file. Also enter themaximum number of characters allowed for thefield length.

Start and End Positions

When using fixed file formats, the Start and Endnumbers indicate where each field is located inthe file. These numbers must be correct to importor export the correct data.

Start and End numbers are not used in delimitedfile formats. You do not see these columns indelimited format templates.

To identify the correct location of fields• The fields in the Template fields section

must be in the same order as the sourcefile.

• The Length of each field must equal themaximum number of characters allowed foreach field or the maximum number ofcharacters to import or export from a field.

• When using fixed file formats, the order andthe length of the fields determine the Startand End positions.

Add database fields

1 If this is a new template, select the first fieldin the source file from the Database fieldssection. Click Add. The field is added to theTemplate fields section. Repeat thisprocedure for each field you want to add tothe template.

2 To add all fields to the template, click Addall.

Note: If there are spaces between two fieldswhere you do not want to collect data, selectFiller to insert a filler between the fields. Enterthe length needed to adjust the Start position ofthe next field.

Remove database fields1 To remove a field from the template, select

the field in the Template fields section andclick Remove.

2 To remove all fields from the template, clickRemove all.



Modify Template Fields

1 Select the field in the Template fieldssection.

2 In the Length box, enter the maximumnumber of characters the field allows.The length and the order of the fields in theTemplate fields section determine wherethe field is located in the source file.

3 In the Spec. Fmt. box, select a special formatfor the field to identify special charactersor formatting allowed for the field.

4 In the Deflt. Value box, enter the defaultvalue information you want to import (e.g.,a Customs ID/EIN for each sender in theSender database).

Export at Close

You can automatically export a database whenyou close shipments for the day.

1 To export, select one or both options:

• Export at Express close• Export at Ground close

2 Select the data to export.

3 Click OK to complete the template.


Chapter 11: DatabasesBackup

It is important to maintain current backup filesof your databases.

• Schedule weekly or monthly backups.• Always back up an existing FedEx Ship

Manager database before and after youimport information into the database.

• Back up databases after you enter severalchanges.

Follow these steps to back up databases:

1 Select File Maintenance from theDatabases menu.

2 Select Backup from the secondary menu.

3 To back up one or more databases, clickBackup selected databases and selecteach database to back up.

To back up all of your databases, clickBackup All or Select All.

4 Click Browse to select the location whereyou want to back up the database(s). Youcan save to your hard drive or an externaldrive, such as a CD or a USB drive.

If using disks, FedEx Ship Manager tells youhow many disks you need and prompts youwhen to enter each one.

5 To proceed with the backup procedure, clickOK.


Chapter 11: DatabasesRestore

By keeping backups of your databases, you canrestore a database from a hard or floppy drive ifa database is damaged or lost on your FedEx ShipManager system.

Follow these steps to restore databases:


2 Select Restore from the secondary menu.

3 To restore one or more databases, clickRestore selected databases and selecteach database to restore.

To restore all of your databases, clickRetore All or Select All.

4 Select Replace or Append.

• Replace – Data on the drive replacesall of the data in your current FedEx ShipManager database. All data in yourcurrent database is removed.

• Append – Data on the drive is added toyour current FedEx Ship Managerdatabase. None of the data in yourcurrent database is removed.

5 Click Browse to select the Restore fromlocation.

6 Click OK and follow the restore instructionson your screen.


Chapter 11: DatabasesImport

You can append, replace, or merge data into thefollowing databases:

• Sender• Recipient• Department• Groups• Commodity• Dangerous Goods• Hazardous Materials• Brokers

Note: Always back up an existing FedEx ShipManager database before and after you importinformation into the database. Refer to theBackup section in this chapter.

Refer to the Templates section in this chapterfor viewing, modifying and creating databasetemplates before importing databases.

Follow these steps to import databases:


2 Select Import from the secondary menu.The File Maintenance-Import screendisplays.

3 Select the Template name.

4 Enter the Input filename, including thedirectory path, or click Browse to selectthe directory and file name.

If applicable, insert the disk which containsthe import file into the proper drive.


Chapter 11: DatabasesImport

5 Select one of the following options forImport behavior:

Append to current data – Data from theimport file is added to your current FedExShip Manager database. None of the datain your current database is removed.

Replace current data – Data from theimport file replaces all of the data in yourcurrent FedEx Ship Manager database. Alldata in your current database is removed.(Make sure you have a current backup!)

Merge data – Use this Address BookMerge data feature to import one or morerecipient records without importing anentire database. This feature compares theimport file with your current database.

If a record in the import file is different froman existing record in the database, theimported record overrides the currentrecord. If a record is not found in the existingdatabase, it is added to the database.

6 Click Auto-assign ID to enter an ID prefix,the length of a numeric suffix, and a startingsuffix number.

7 Click OK to proceed with the import. FedExShip Manager notifies you when the importis complete.

8 To view the imported data, select thedatabase from the Databases menu.


Chapter 11: DatabasesExport

FedEx Ship Manager exports all of the data listedin Import, along with shipment information, inASCII format using the template you specify.

Refer to the Templates section in this chapterfor viewing, modifying and creating databasetemplates before exporting databases.

After defining your template, follow these stepsto export databases:


2 Select Export from the secondary menu.The File Maintenance-Export screendisplays.

3 Select the Template name.

4 Enter the Output filename, including thedirectory path, or click Browse to selectthe directory and file name.

If applicable, insert a disk if exporting to anexternal drive.

5 Click OK to proceed with the export, andcontinue on the next page.

6 If you are exporting shipment data, theExport Data Filter screen displays. Selectfilter criteria and other information thenclick OK. Refer to the following ExportShipment Data with Deleted Entriesinstructions for more information aboutexporting shipment data.

7 The system exports the database file andsaves it to the designated drive.

A screen displays showing the number ofrecords exported.


Chapter 11: DatabasesExport

Export Data with Deleted Entries

When exporting shipment data that includesdeleted entries, you can display a Y next topackage tracking numbers that were deleted andan N next to package tracking numbers that werenot deleted.

To enable this feature, follow these steps:

1 Select Templates from the Databasesmenu. The View Templates screen displays.

2 Select SHIPMENT EXP from the Templatelist and click View/Edit. The View/EditTemplate screen displays.

3 Select Shipment from the Database menuin the Enter template information section.

4 Select Deleted indicator in the Fieldssection and click Add. The Deletedindicator field moves to the Template fieldssection on the right.

5 Click OK. The View Templates screendisplays.

6 Click OK. This feature is now enabled.


Chapter 12: IntegrationAt a Glance

Integration provides speedy information transfercapability between your existing applications,such as accounting and order managementsystems, and FedEx Ship Manager. When youenter information such as the customer addressand shipping instructions into your ordermanagement or accounting system (referred tohereafter as “business application”), it isimmediately available to FedEx Ship Manager forpackage processing.

This transfer of information saves time, reducesdata entry errors, and can potentially eliminatethe need to maintain shipping-relatedinformation in both your application and in FedExShip Manager’s Address Book.

Note: FedEx Integration Assistant is availablein English, Spanish, and Portuguese.

Chapter 12: Integration

Refer to the following information in this chapterto learn more about using FedEx IntegrationAssistant:

• Benefits of Integration• Preparing for Integration• Understanding Your Shipping Process• How Integration Works• Planning Your Profiles• The Integration Process• Using FedEx Integration Assistant• Locating Your Shipping Information• Example Integration Profiles• Using Your Integration Profiles


Chapter 12: IntegrationBenefits of Integration

FedEx Integration Assistant allows you to processyour FedEx shipments more efficiently byproviding the ability to exchange data, such ascustomer address information, between yourorder management or accounting system andFedEx Ship Manager.

The following table illustrates how Integrationcan improve the efficiency and accuracy of yourshipping activities.

Your Shipping Activity Without Integration With Integration

Maintaining customer shipping information

You enter information twice, once in your application and again in FedEx Ship Manager. Information in the Address Book may be missing, out-of-date, or may not match the information maintained by your system.

You no longer need the FedEx Ship Manager Software Address Book. Your application maintains your customer information and transfers it to FedEx Ship Manager at the time you process a shipment. This ensures that the most up-to-date information is available to FedEx Ship Manager Software.

Receiving and handling paper bills of lading

Paperwork is handled twice, once by the originator and once by your shipping department. This can lead to information being entered incorrectly or not at all, and may result in returned shipments.

Because you transfer shipping information from your system directly into FedEx Ship Manager Software, you no longer need to use bills of lading as the source of this information.

Entering customer-specific shipping information based on customer needs, package contents, and so on

You may forget customer-specific shipping details, or apply them incorrectly.

Store variations in shipping methods and required shipping information in integration profiles that you create and save. Select a profile to automatically control what, where and how information is used to process shipments.

Communicating tracking numbers and shipping charges to customer service or accounting after a package ships

Customer service or accounting does not receive tracking and billing information in a timely manner, or not at all.

You can choose to automatically export tracking and shipping charge information to your application.

Reviewing FedEx Ship Manager screens before printing each label

Reviewing shipping information and printing each label is time-consuming.

There is no need to recheck the shipping information. Your customer service department can perform information-verification activities to ensure the accuracy of shipping information. You can print shipping labels automatically in batches, or one at a time.


Chapter 12: IntegrationPreparing for Integration

Integration allows FedEx Ship Manager tocommunicate directly with your businessapplication. At a time that you choose, pre-selected shipping information in your applicationimports into FedEx Ship Manager. Likewise, at atime that you choose, pre-selected informationin FedEx Ship Manager, such as tracking number,exports to your application.

For example, if your order department enters acustomer’s name into an electronic order formunder a “Name” field, you can set up integrationto copy the name information from yourapplication and place it into the Recipient ID fieldin FedEx Ship Manager. When you set upintegration, you match, on a one-to-one basis,the information that you select from yourapplication with the information fields in FedExShip Manager.

Key QuestionsThe key to a successful integration is a thoroughunderstanding of your order management orshipping process and careful planning. Before youcontinue, ensure that you can answer thefollowing questions. If you need assistance,discuss these questions with your IT departmentand your shipping department.

• Do you know if your order/shippingapplication is ODBC-compliant (OpenDatabase Connectivity), if it uses a text file,or if you are using QuickBooks® smallbusiness financial software to storeshipping information?

• If your application is ODBC-compliant, doyou know its Data Source Name (DSN)?Note: The DSN is the logical name assignedto a data repository or database. The DSNcontains look up attributes that the driveruses to access the data.

• If you use a text file to store yourinformation, is all the shipping informationstored in a single file?

• If you use a text file to store shippinginformation, do you know the name andlocation of the file?

• Do you know the names of the tables andthe fields within your data source whereorder/shipping information is stored?

• Are you familiar with the flow ofinformation, from receipt of an order to theprinting of the package label?

• Do you use a unique alphanumeric code, orfield index, to identify packages/orders orrecipients?

• Do you have access rights to the informationthat is stored in your application?


Chapter 12: IntegrationPreparing for Integration

Your Experience Level

FedEx Integration Assistant steps you through theintegration process. However, to ensure that yourintegration proceeds smoothly, you should havefamiliarity with

• Basic database concepts• Applications used at your company to enter

and manage customer/shipping information• Using FedEx Ship Manager• Shipping activities used at your company

If you don’t have database experience or areunfamiliar with your company’s applications orshipping activities, familiarize yourself with theintegration concepts described in the FedExIntegration Assistant Tutorial, which is availablewhen you select FedEx Integration Assistantfrom the Integration menu. Then discuss yourneeds with knowledgeable individuals withinyour company.


Chapter 12: IntegrationUnderstanding Your Shipping Process

In most cases, integration can be set up tosupport your current shipping process. You mayfind, however, that integration allows you toadopt a more efficient shipping method, whichmay require you to make changes to the way youmanage your customer/shipping information.

Review your current shipping process and thinkabout the following questions. This assists youin creating an integration profile that bestmatches your business processes, workflow, etc.

• Do you process packages in batches, thenumber and order of which is establishedby your remote application?

• Do you need to print labels one at a time,or is it okay for multiple labels to print out?

• Do you need to view shipping informationfor a specific package before printing theshipping label?

• Do you need to edit or add information onthe FedEx Ship Manager Screen before youprint the label?

• Do you process multiple piece shipments?• Do you maintain an address book outside

of FedEx Ship Manager?• Do you use a paper bill of lading as the

source of shipping information?• Do you need to check the information

presented in FedEx Ship Manager againsta bill of lading?

• Do you record tracking numbers andshipping charges?

• Do you need to use Alternate ReturnAddresses?

• Will you need to temporarily disableintegration so that you can manuallyprocess a rush shipping job?


Chapter 12: IntegrationHow Integration Works

Creating a New Profile

A profile is like a recipe card for shipping apackage. It contains instructions about how youprocess packages. Each profile that you createcontains information about

• Where FedEx Ship Manager can find yourbusiness information

• When it should get (import) or send (export)information

• How and when you want to view or editshipping information

• When you want labels to print

You can create and save 17 integration profiles.

Editing an Existing ProfileYou can create a new profile by modifying anexisting profile and saving it under a new name.

FedEx Integration Assistant keeps track ofcompleted and incomplete profiles. You can openFedEx Integration Assistant at any time to editan existing profile or complete an unfinishedprofile.

Whenever you are in the editing mode, EditingProfile appears in the lower left corner of thescreen.

Saving ProfilesFedEx Integration Assistant prompts you to saveyour profile when you click:

• Save• Windows close button (x)• Finish

Always save your profile before clicking Back.

Note: Profile names are limited to 64 charactersin length and cannot contain spaces.

Deleting Profiles

To delete integration profiles

1 Select Begin on the Create tab.

2 Select the profile from the list and clickRemove.

Renaming ProfilesCAUTION: Do not use Microsoft WindowsExplorer to rename a profile. Renaming profilesoutside of FedEx Integration Assistant corruptsthe profile.

To rename an existing profile

1 Select Begin on the Create tab.

2 Select Edit an existing profile.

3 Make any necessary changes as you movethrough the tabs and click Finish. You areprompted to save the profile, at which pointyou can rename it.

Note: To remove a profile from the system, youmust manually delete it from FedEx IntegrationAssistant. Renaming a profile does not deletethe existing or original profile.

Default Profile SelectionThe profile you select for use remains selectedafter you close FedEx Ship Manager at the endof the day. When you re-open FedEx ShipManager, your last selected profile remainsactive.

To select an alternate profile, click None to de-select the active profile then choose a differentprofile.


Chapter 12: IntegrationPlanning Your Profiles

Required Shipping Information

FedEx Ship Manager requires that you providecertain shipping information before a packagecan ship. However, FedEx Integration Assistantdoes not check if your profile provides requiredshipping information. Therefore, you mustprovide required shipping information using anycombination of the following:

• FedEx Ship Manager preferences• Importing from your data source• FedEx Ship Manager defaults• Manually entering data onto the shipping

screen

Appendix B in the FedEx Integration AssistantTutorial contains a complete listing of FedEx ShipManager data fields. An asterisk indicatesrequired fields.

You gain the most benefit from integration byimporting as much of the shipping informationas possible.

Note: One of the key benefits of integration isthe ability to automatically batch-processshipments. To avoid shipping errors and ensuresmooth batch processing, it is critical that youprovide all required shipping information.

Field Index

To use several of the key features provided byintegration, records in your data source must beretrievable using a unique alphanumericidentifier, or field index. During the integrationprocess, you may be required to provide a fieldindex to complete your profile.

A field index may be a general reference, suchas an order or package number, or a field indexmay take the form of recipient information, suchas a phone number. In most cases, you select acolumn header (e.g., Account Number) as yourfield index.

The field index is particularly important whenusing an ODBC-compliant data source that storesshipping information in more than one table. Inthis case, the field index is the common threadthat allows integration to locate your shippinginformation in the tables.


Chapter 12: IntegrationPlanning Your Profiles

Alternate Return Address Information

To use alternate return address information withintegration, the address information must alreadyexist in FedEx Ship Manager. If it does not, youhave to manually add this information for eachshipment.

FedEx Ship Manager PreferencesIntegration supports the use of FedEx ShipManager preferences. However, data that youimport through integration or that you manuallyenter using the Batch-Edit or Single-Edit shippingmethod overwrites default information that youset up in preferences. Refer to Part 5 - UsingIntegration in the FedEx Integration AssistantTutorial for information about using the Batch-Edit and Single-Edit shipping methods.

Rush Shipping JobsConsider whether or not people interrupt yournormal shipping workflow to process “rush”shipments. If you need to maintain the ability toprocess rush shipments, you have the option ofassigning a shipping method that allows you totemporarily interrupt integration.

About Multiple Piece ShipmentsIntegration supports fully automated multiplepiece shipping. However, you can set up yourprofile so that you can either import or manuallyenter the number of packages, in which case,FedEx Ship Manager prompts you for informationabout each package.

International Shipping

FedEx Integration Assistant provides support formultiple commodities. Refer to the SpecialInstructions section on the Import > Match pagein the FedEx Integration Assistant Tutorial.

Data ConversionWhen planning an import profile, considerwhether your data is in a format that isacceptable to FedEx Ship Manager. Appendix Bin the FedEx Integration Assistant Tutorialindicates which FedEx Ship Manager fields areformat-specific and require conversion.

Likewise, if you are planning an export profile,consider whether the data that you want toexport from FedEx Ship Manager is in a formatthat is acceptable to your application.

During the integration process, you have theoption of using Conversion to assign FedEx ShipManager data formats to values in your datasource, or assign your formats to FedEx ShipManager values.

Updating the Data Source After aPackage ShipsIntegration provides the capability to updaterecords in your data source after each packageships. To use the update function, your datasource must contain a value that you canassociate with one of the following FedEx ShipManager fields:

• Purchase Order• Customer Reference• Recipient Code

Note: You may also update your data source toreflect deleted shipments.


Chapter 12: IntegrationThe Integration Process

FedEx Integration Assistant uses a series ofselectable tabs. Each tab presents you withquestions to respond to or selections to make.FedEx Integration Assistant uses your responsesto create your integration profile.

The availability of each tab and the sequencethat you move through the tabs vary dependingon the responses that you provide. After you

complete each tab and click Continue, the nextrequired tab appears.

The following figure illustrates the tab sequencethat you follow for each type of integrationprofile. If one of the conditions listed underAlternate Paths exists, your path changes asshown.


Chapter 12: IntegrationUsing FedEx Integration Assistant

System Requirements• Microsoft Internet Explorer 6.0 or later• Adobe Acrobat Reader® 4.0 or later• FedEx Ship Manager version 2246 or later

Installing and Removing FedExIntegration AssistantFedEx Integration Assistant automatically installswith FedEx Ship Manager and cannot beuninstalled without removing FedEx ShipManager. If you need to uninstall FedEx ShipManager, you have the option of savingintegration profiles that you created with FedExIntegration Assistant.

Starting FedEx Integration Assistant

Select FedEx Integration Assistant or theprofile that you want to activate from theIntegration menu.

Getting HelpThe following tools are available to you at eachstep in the integration process when you selectFedEx Integration Assistant from theIntegration menu.

• Help link on each tab• Common Questions links on each tab• Learn More… links for additional

information about key concepts• Tutorial link that opens a comprehensive

FedEx Integration Assistant Tutorial

NavigatingYou can move freely between all active tabswithin FedEx Integration Assitant.

• Purple – Active and selected• White – Active, but not selected• Gray – Inactive, non-selectable

Which tabs are active depends on the type andthe configuration of the profile you are creatingor editing.

Back and Continue

Click Back to move to previously completed tabs.Continue is available after you complete thecurrent tab or attempt to move ahead from acompleted tab.

Save

Click Save to name and save your profile. Youcan create and save 17 integration profiles.

Always save your profile before clicking Back.

Finish

Finish is available on the Finish > Instructionstab. Click Finish to confirm your profile and makeit available in the Integration menu in FedEx ShipManager.


Chapter 12: IntegrationLocating Your Shipping Information

FedEx Integration Assistant must have access toyour shipping information, also called your datasource. FedEx Integration Assistant can accessthree types of data sources: ODBC-compliantapplications, ODBC-compliant text files, andQuickBooks small business financial software.

ODBC-Compliant ApplicationsTypically, customer/shipping information isentered into and stored in ODBC-compliantapplications.

If you select an ODBC-compliant application asyour data source, FedEx Integration Assistantscans your Windows directories and locateODBC-compliant data sources by their DataSource Name (DSN). FedEx Integration Assistantprovides you with a list of all DSNs that it locateson your system.

Note: FedEx Integration Assistant offers supportfor USB scales.

ODBC (Open Database Connectivity)

ODBC is a way for a client application, likeMicrosoft Access, to interact with an ODBC-compliant server. It identifies the capabilities ofthe server and allows the application to workwithin the functions of the server.

ODBC Drivers

Not all ODBC DSN require a driver. Refer to thedocumentation provided with your application todetermine if a driver is required.

If an ODBC DSN is required, ensure that it iscurrent.

Data Source Name (DSN)

The DSN is the logical name assigned to a datarepository or database. The DSN contains lookupattributes that the driver uses to access the data.

ODBC-Compliant Text FilesIf your company uses an application that is notODBC-compliant, or there are technicalobstacles to real-time communication with yourapplication, your application may still be capableof producing ODBC-compliant text files thatFedEx Integration Assistant can read. FedExIntegration Assistant can integrate text fileseven though they do not have a DSN or adatabase driver associated with them.

You can identify text files by their .csv or .txtfile extension. Text files are either Delimited orFixed Width.

Note: FedEx Integration Assistant can import anunlimited number of text file records.

Text files must be mapped to a network drive inorder for FedEx Integration Assistant to find them.


Chapter 12: IntegrationExample Integration Profiles

The following are examples of how two uniqueintegration profiles support two unique shippingsituations.

Shipping Situation 1Every morning, your shipping departmentprocesses packages for orders received fromyour drop-ship customers after 5:00 p.m. on theprevious business day. These customers requireovernight shipping for all packages, and that ashipping confirmation e-mail is sent to eachrecipient.

Profile 1

Name: Drop_Ship

This name appears in the Integration menu andclearly describes the function of the profile.

Note: You can name the profile anything you like.

Type: Import and Export

This profile has the capability to import shippinginformation from your data source and exportinstructions for the e-mail confirmation.

Shipping Method: Batch

“Batch” describes the ability of the profile toautomatically import (when the profile isactivated) shipping information for each packageand print the shipping labels without furtheraction by the shipper.

Shipping Situation 2

During normal business hours, your shippingdepartment processes packages associated withregular orders that you receive by phone andthrough your web site. Packages are processedone at a time, in the order received by yourcustomer service department. The shipping labelmust contain a customer reference number.

Profile 2

Name: Standard

This name appears in the Integration menu andclearly describes the function of the profile.

Note: You can name the profile anything you like.

Type: Import

This profile has the capability to import shippinginformation from your order entry data source.

Shipping Method: Single-Edit

“Single” describes the ability of the profile tolook up shipping information for each order, usingthe recipient’s name, and to print shipping labelsone at a time.

“Edit” means that the profile allows you to typethe customer’s reference number on the shippingscreen before the shipping label prints.


Chapter 12: IntegrationUsing Your Integration Profiles

Activating Your Profile

The names of integration profiles that you createappear on the FedEx Ship Manager menu barunder the Integration menu.

From the Integration menu, select the profile thatyou want to activate. A checkmark indicates thatthe profile is active. Each profile has a uniquecolor associated with it. The color appears in theFedEx Ship Manager field that is associated withthe profile. The name of the active profile appearsin the window title bar.

If you select a batch profile, an activationapproval prompt appears. The profile runsimmediately after you approve it.

Testing Your ProfileConfirm that your integration profile behaves asyou expect by integrating shipping informationfor a single shipment. If this test is successful,then try a small batch, two or three shipments,to confirm that FedEx Ship Manager and yourdata source are communicating correctly.

If you encounter a problem and need to re-openFedEx Integration Assistant to make changes,first click None on the Integration menu todisable the profile then reopen and edit theprofile.

Deactivating an Integration ProfileSelect None on the Integration menu totemporarily turn off Integration.


Chapter 12: Integration


Chapter 13: FedEx SmartPost (U.S. Only)

At a GlanceFedEx SmartPost specializes in the consolidationand delivery of high volumes of low-weight, lesstime-sensitive, business-to-consumer packagesusing the United States Postal Service (USPS).

This is a contract service and can only be enabledby a FedEx representative. Once enabled on yoursystem, the SmartPost tab displays on the FedExShip Manager screen.

Refer to the following information to use FedExSmartPost:

• Service Areas• Preparing a Shipment• Shipping List• Labels• Close

Chapter 13: FedEx SmartPost(U.S. Only)



Service AreasOutbound Service

FedEx SmartPost is available to U.S. origins inthe 48 contiguous United States.

Alaska, Hawaii, Puerto Rico, and the U.S.Territories are not included as origin points forFedEx SmartPost.

Inbound ServiceFedEx SmartPost is available for commercial andresidential destinations in the 50 United States,Puerto Rico, and the U.S. Territories, includingP.O. boxes and military APO and FPO destinations.

The following U.S. Territories and Puerto Rico,while currently considered internationaldestinations by FedEx, are treated as U.S.domestic locations for FedEx SmartPost. Nocustoms paperwork is required.

• American Samoa (AS)• Guam (GU)• Marshall Islands (MH)• Micronesia (FM)• Northern Mariana Islands (MP)• Puerto Rico (PR)• Republic of Palau (PW)• U.S. Virgin Islands (VI)



Preparing a ShipmentTo prepare a FedEx SmartPost shipment

1 Click the SmartPost tab at the top of thescreen.

2 In the Recipient information section, selectan existing Recipient ID from the menu orenter required information manually.Required fields appear bold on the screen

Note: Recipient information entered orupdated on the SmartPost screen cannotbe saved. You can add, view, edit, anddelete recipients in the Recipient database.

To access the Recipient database, selectRecipient from the Databases menu orclick the Address Book tab. Refer to theDatabase Functions section in Chapter 11:Databases.

3 In the Sender information section, you canchange the current sender by selecting theappropriate sender from the Change sendermenu. You can also select a different returnaddress from the Change return addressmenu.

Continue on the next page.


Chapter 13: FedEx SmartPost (U.S. Only)Preparing a Shipment

4 In the Package and shipment details section,select or enter the following information.Required fields appear bold on the screen.

Note: The Number of packages defaults to1 and cannot be edited. SmartPost does notallow multiple-piece shipments.

• Weight• Package dimensions• Postal class• Postal subclass (If Postal class is

Standard B, this field is required.)• Endorsement (If no endorsements are

configured in System Settings, this fieldis disabled.)

• Delivery confirmation (If Postal class isStandard B or Priority Mail, this field isautomatically selected.)

5 In the Billing details section, enter anoptional customer reference if desired.

Note: The Bill transportation to field isautomatically defaulted to Bill Sender. TheAcct # field is automatically populated withthe 5-digit, SmartPost Customer ID number.

6 To view a courtesy rate quote for yourshipment, click Rate quote at the bottomof the screen.

7 To process your SmartPost shipment, clickShip (F10).



Shipping ListA SmartPost Shipping List is available whenSmartPost has been enabled on your system.

To access this list

1 Click the Shipping list tab.

2 Select SmartPost from the menu. The ViewShipped List-SmartPost screen displays.



LabelsA FedEx SmartPost Labels option is available onthe Reports/Labels list on the Form Settingsscreen when SmartPost has been enabled onyour system.

To access this option


2 Click the Customize forms tab.

3 Select FedEx SmartPost Labels from theForm Settings list.



CloseA SmartPost Only option is available for the Closeprocess when SmartPost has been enabled onyour system.

To access this option

1 Click the 1-Request Close tab on the Closescreen.

2 Select the SmartPost Only option in theSelect shipments to close section.

Note: There is no auto-close option forSmartPost.


GlossaryGlossary

Accessorial Charges: FedEx Ground and FedEx Home Delivery services charge extra for certain value-added delivery services. These value-added services include: COD, Call Tags, Hazardous Material (HazMat),Signature Service, and many others. Most of these accessorial charges are per package. Accessorial chargesare not discounted and are added to the final package charge after any discounts and/or to the finalMultiweight charge.

AES: Automated Export System – See also AESDirect.

AESDirect: AESDirect is the U.S. Census Bureau’s free, internet based system for filing Shipper’s ExportDeclaration (SED)/Electronic Export Information (EEI) to the Automated Export System (AES). It is theelectronic alternative to filing a paper SED, and can be used by U.S. Principal Parties in Interest (USPPIs),forwarders, or anyone else responsible for export reporting. (www.aesdirect.gov)

BSO: Broker Select Option

CBP: Customs & Border Protection

CCI: Canada Customs Invoice

CFR (Cost and Freight): (Destination port-paid to arrival at destination port) Title, risk and insurance costpass to buyer when delivered on board the ship by seller who pays the transportation costs to the destinationport. Used for sea or inland waterway transportation.

CI: Commercial Invoice. The official transaction record between an exporter and an importer. Customsofficials rely on this paperwork to clear shipments across international borders. Generally, the CommercialInvoice is required for international shipments of dutiable commodities but varies by country, size, weight,quantity, and value. A Proforma Invoice is often used as an offer to sell or is used to apply for a letter of creditor import permit. A Commercial Invoice supersedes a Proforma Invoice.

CIF (Cost, Insurance and Freight): (Destination port - same as CFR, but includes insurance) Title and riskpass to buyer when delivered on board the ship by seller who pays transportation and insurance cost todestination port. Used for sea or inland waterway transportation.

CIP (Cost and Insurance Paid To): (Place at destination - CPT, but includes insurance) Title and risk pass tobuyer when delivered by seller who pays transportation and insurance cost to destination. Used for any modeof transportation.

COD: Collect on Delivery

Country of ultimate destination: Enter the final country of destination as known to the exporter at the timeof shipment.

CPT (Carriage Paid To): (Place at destination – includes all destination port charges) Title, risk, andinsurance cost pass to buyer when delivered to carrier by seller who pays transportation and insurance costto destination. Used for any mode of transportation.

DDP (Delivery Duty Paid): (Consignee door – includes all charges origin to destination) Title and risk passto buyer when seller delivers goods to named destination point cleared for import. Used for any mode oftransportation.


Glossary

DDU (Delivery Duty Unpaid): (Consignee door – excluding duties and taxes) Title, risk and responsibility forvessel discharge and import clearance pass to buyer when seller delivers goods on board the ship todestination port. Used for sea or inland waterway transportation.

DEA: Drug Enforcement Agency

DSN (Data Source Name): The logical name assigned to a data repository or database. The DSN containslook up attributes that the driver uses to access the data.

DT (Door Tag): The first two characters of a door tag number, followed by 12 numbers.

ECOD: Electronic Collect on Delivery

EEI: Electronic Export Information

EIN: Employer Identification Number

EPDI: Electronic Package Detail Information

ETN: Express Tracking Numbers

EXW (Ex Works): (Factory, mill, warehouse: your door) Title and risk pass to buyer including payment of alltransportation and insurance costs from the seller’s door. Used for any mode of transportation.

FAS: Free Alongside Ship

FCA (Free Carrier): (Pick a place after your origin to start) Title and risk pass to buyer includingtransportation and insurance cost when the seller delivers goods cleared for export to the carrier. Seller isobligated to load the goods on the buyer’s collecting vehicle. It is the buyer’s obligation to receive the seller’sarriving vehicle unloaded.

FHD: FedEx Home Delivery

FICE (FedEx International Controlled Export): Select whether this shipment is a FedEx InternationalControlled Export (FICE) shipment or not. A FICE shipment requires additional/special handling by U.S.Customs & Border Protection (CBP) in order to process the shipment (e.g., Department of State licenses, DEAPermits, in-bond shipments, etc.).

FOB (Free On Board): (Port – same as FAS) Risk pass to buyer including payment of all transportation andinsurance cost once delivered on board the ship by the seller. Used for sea and inland waterwaytransportation.

FTR: Foreign Trade Regulations

FTSR: Foreign Trade Statistics Regulations

Girth: The sum of the four smallest dimensions of a package. Girth = (2* width + 2* height)

IATA: International Air Transport Association

IDF: FedEx International Priority DirectDistribution® Freight

IE: FedEx International Economy®


Glossary

IEFS: FedEx International Economy® Freight

Intermediate consignee: A party in a foreign country makes delivery of the merchandise to the ultimateconsignee or the party so named on the export license.

IP: FedEx International Priority®

IPBSO: FedEx International Priority Broker Select Option

IPD: FedEx International Priority DirectDistribution®

IPFS: FedEx International Priority® Freight

IRS: Internal Revenue Service

ITAR: International Traffic In Arms

ITN: Internal Transaction Number

MAWB: Master Air Waybill

MPS: Multiple-Piece Shipment

Multiweight Shipment (Ground): A group of packages shipped on the same day from the same location tothe same destination. These packages are considered a “shipment” for Multiweight purposes only. Eachpackage in a Multiweight Shipment has its own unique tracking number and is not guaranteed to be pickedup or delivered at the same time as the other packages in the Multiweight Shipment.

NAFTA: North America Free Trade Agreement

NC: Net Cost

ODBC (Open Database Connectivity): ODBC is a way for a client application, like Microsoft Access, tointeract with an ODBC-compliant server. It identifies the capabilities of the server and allows the applicationto work within the functions of the server.

Oversize Packages (Ground): A package whose Length plus Girth is greater than 84 inches is consideredOversize. Oversize packages are considered to have a minimum weight of 30 lbs. (or 50 lbs. if the Length plusthe Girth is greater than 108 inches) for U.S. shipments and 50 lbs. for Canadian shipments. There is also amaximum allowable size of “Length plus Girth less than or equal to 130 inches,” as well as a maximumallowable single dimension of 108 inches.

Package (Ground): The simplest and smallest item that can be shipped via FedEx Ground.

Parse Pak: Divides the total weight of the shipment equally among all packages in the shipment.

POD: Proof of Delivery

Proforma Invoice: Often used as an offer to sell or is used to apply for a letter of credit or import permit. ACommercial Invoice supersedes a Proforma Invoice.

RMA: Return Materials Authorization

RVC: Regional Value Content


Glossary

SED: Shipper’s Export Declaration

SSN: Social Security Number

State of origin: The state in which the merchandise actually starts its journey to the port of export, or thestate of the commodity of the greatest value, or the state of consolidation.

Tax ID/EIN: The 9 digit (plus 2 alphanumeric characters, if applicable) Internal Revenue Service EmployerIdentification Number (EIN) for the U.S. Principal Party in Interest (USPPI). Enter the Social Security Number(SSN) if no EIN has been assigned.

Tax ID/EIN type: The ID Type for the U.S. Principal Party in Interest (USPPI). Select the Internal RevenueService Employer Identification Number (EIN) or the Social Security Number (SSN) if no EIN has beenassigned.

Ultimate consignee: The foreign party actually receiving the shipment for the designated end-user, or theparty so designated on the export license.

URSA: Universal Routing and Sorting Aid

USPPI (U.S. Principal Party In Interest): The person in the U.S. that receives the primary benefit,monetary or otherwise, of the export transaction. Generally that person is the U.S. seller, manufacturer, orderparty or foreign entity. Provide the USPPI complete information.

XTN: External Transaction Number

ZIP (code): Zone Improvement Plan code

Index


Index

AAdditional handling

billing details 41FedEx Express preferences 148FedEx Ground preferences 151report field definition 175

Address Book 42add a recipient when shipping 43recipient preferences 46save in/updated my address book 31search 45

using wild card characters 45when shipping 44

Address Checker. See FedEx Address CheckerAddress fields 29Address, residential option 31AES citation types 94, 95

AES Downtime citation 95Post Departure citation 95Pre-Departure ITN 95

Alcohol 57Appointment Home Delivery 57Auto-populate City and State/Province 30

BB13A Canada Export Declaration 96Bill of Lading 54Billing details 40

additional handling 41bill duties/taxes/fees / acct # 40bill transportation to / acct # 40reference fields 41return shipments 107

Broker Select Option (BSO) 58

CCanadian Customs Export Declaration 96Carriage value 39City field 30

Close 133at a glance 133auto-close 134reports 136request close (manual) 135

COD (Collect on Delivery) 59COD Freight Charges, field definition 176Collect on Delivery (COD) 59Commercial Invoice/Proforma Invoice information

89, 178Commodity/Merchandise. See International

requirements: commodity/merchandiseshipments

Company field 29Configurable references 153Contact name field 29Country field 29Country of manufacture 83Courtesy Effective Discount, field definition 177Courtesy Net Freight Charge, field definition 176Currency type 39Customize 143

assign shipping profiles to senders 152at a glance 143configurable references 153doc-tabs 158FedEx Express preferences 147FedEx Ground preferences 150field names 156field preferences 145fields 155forms 178Hold File 130recipient country defaults 155Recipient ID list 33reports 169shipping profiles 144start position 146system settings 160user prompts 157

Customs. See International requirements: customsCustoms value 39


Index

DDangerous Goods 60Databases 179

at a glance 179backup 189database functions 180

add 181add by duplication 181delete 182print 183view/edit 182

export 193data with deleted entries 194

import 191restore 190templates 184

add or remove database fields 187export at close 188fillers 187modify template fields 188select a format 186select a template 185types of databases 184types of templates 184

Date Certain Home Delivery 65Dimensions, package 38Doc-tabs, customize 158

package doc tab configuration 159total doc tab configuration 159

Document. See International Requirements:document shipments

Dry Ice 65

EE-mail return label 102Electronic Export Information (EEI) 92Evening Delivery 65Export license number 84Export permit number 96External Transaction Number (XTN) 94

FFedEx Address Checker 51

check individual recipients 53set preferences 52

FedEx Expressinvoice 165MPS 114preferences 147

FedEx FreightFreight field definition 176Freight LTL Bill of Lading 54Net Freight Charge, field definition 176

FedEx Groundmanifest 167MPS 120preferences 150

FedEx InSight 72FedEx International Broker Select 58FedEx ShipAlert 74

preferences 75FedEx SmartPost (U.S. only) 209

at a glance 209close 215inbound service 210labels 214outbound service 210preparing a shipment 211Shipping List 213

FedEx Web site 7Field definitions for reports 175Field names, customize 156FTR codes/exemptions 92, 93

GGlossary 217Gross Charge, field definition 176Ground Call Tag 105

uploads 106Group shipments 47

add a group while shipping 49group preferences 50

Index


ship to a temporary group 48ship to an existing group 48Ship to group option 29

HHarmonized code 84Hazardous Materials 66Hold at Location 68Hold File 125

at a glance 125customize 130

Hold File List fields 130Hold File List lookup options 131

enable 126functions 128

assign tracking # 128delete 128duplicate shipment 129edit 129read scale 129ship 129

save shipments to 127

II want to print a Commercial Invoice 39Information for each package

FedEx Express MPS 115FedEx Ground MPS 121

Inside Delivery 68Inside Pickup 68Integration

at a glance 195benefits 196getting help 204how integration works 200installing and removing 204integration process 203language support 195locating your shipping information 205navigating 204ODBC-compliant applications 205

ODBC-compliant text files 205preparing for integration 197, 198profiles

activating 207alternate return address information 202creating a new profile 200data conversion 202deactivating 207default profile selection 200deleting 200editing an existing profile 200examples 206FedEx Ship Manager preferences 202field index 201international shipping 202multiple-piece shipments 202planning 202planning your profiles 201renaming 200required shipping information 201rush shipping jobs 202saving 200testing 207updating data source after package ships 202

starting FedEx Integration Assistant 204system requirements 204understanding your shipping process 199Using FedEx Integration Assistant 204using your integration profiles 207your experience level 198

Internal Transaction Number (ITN) 94International Controlled Exports 69International requirements 77

at a glance 77commodity/merchandise shipments 81

add a commodity 82additional commodity information 84commodity description 83commodity ID 82commodity summary 85commodity/merchandise option 37


Index

country of manufacture 83distinguishing marks or numbers 84export license number 84harmonized code 84multiple countries of manufacture 83NAFTA Certificate of Origin 84, 85part number/manufacturer number 84purpose 89SKU, item number, UPC 84vague commodity description 83

customs 87AES citation types 94, 95AES Downtime citation 95Canadian Customs Export Declaration 96Commercial Invoice/Proforma Invoiceinformation 88, 178commodity description 83customs documentation 91Electronic Export Information (EEI) 92External Transaction Number (XTN) 94FTR codes/exemptions 92, 93importer information 89Internal Transaction Number (ITN) 94label and documents 98Post Departure citation 95Pre-Departure ITN 95reprint customs documents 168Terms of sale 89tracking number bar code 87

document shipments 78document description 38, 79, 80document option 37multiple documents 80single document 79

labels and documents 98Introduction 5

about this User Guide 5support information 7

ITN (Internal Transaction Number) 94

LLabels

e-mail return label 102international 98label format 148, 151print return label 104printer/device settings 178

List Gross Charge, field definition 177List Net Charge, field definition 177List Total Customer Charge, field definition 177List Total Surcharge, field definition 177Location # 31

MMultiple-piece shipments (MPS) 111

at a glance 111FedEx Express MPS 114

information for each package 115multiple-piece shipment information 114total shipment information only 118, 119

FedEx Ground MPS 120information for each package 121multiple-piece shipment information 120parse pak 124

preparing an MPS 112

NNAFTA (North America Free Trade Agreement)

Certificate of Origin 85applies if 84authorized signature 91exporter 91producer 91view/edit 91

Net Charge, field definition 176Net Freight Charge, field definition 176Non-standard packaging 70Number of packages 37

Index


OOnline help 7Options and special services 55

Alcohol 57Appointment Home Delivery 57at a glance 55BSO (Broker Select Option) 58COD (Collect on Delivery) 59Dangerous Goods 60Date Certain Home Delivery 65Dry Ice 65Evening Delivery 65FedEx InSight 72FedEx ShipAlert 74, 75Hazardous Materials 66Hold at Location 68Inside Delivery 68Inside Pickup 68International Controlled Exports 69Non-Standard Packaging 70optional information 71Return Labels 70Saturday Delivery 70Saturday Pickup 70shipment receipt 73signature options 70special services 56

PPackage and shipment details 36

commodity/merchandise 37currency type 39document 37document description 38I want to print a Commercial Invoice 39number of packages 37package contains 37package dimensions 38package type 37returns (U.S. only) 102

service type 37ship date 38total carriage value 39total customs value 39weight 37

Parse pak 124Postal code field 30Postal code formats 32Print return label 104Province field 30

QQuick start 9

at a glance 9domestic shipment 10international shipment 12return shipment (U.S. only) 16

RRecipient information 28

Address 1 and 2 29Address Book 42City 30Company 29Contact name 29Country 29customize Recipient ID list 33Hold 29Location # 31Postal code 30Postal code formats 32Recipient ID 29recipient preferences 46Save in/update my address book 31Ship to group 29State/Province 30Tax ID 31Telephone 30This is a residential address 31ZIP code 30


Index

Reference fieldsbilling details 41configurable 153customize field names 156

Reports 163at a glance 163customize 169customize forms 178document reprint 168end of day close 136FedEx Express invoice 165FedEx Ground manifest 167field definitions 175history reports 164printer/device settings 178ship database purge 163Ship Log 166shipment reports 164

Residential address 31Return address 35Return shipments (U.S. only) 99

at a glance 99billing details 107e-mail return label 102Ground Call Tag 105Ground Call Tag uploads 106package and shipment details 102print return label 104process return only 100process return with outbound 100return information 101return package from 101return package to 101Return Packages Report 109Returns Shipping List 108

SSaturday Delivery 70Saturday Pickup 70Save in/update my address book 31Sender information 34

assign shipping profiles to senders 152change return address 35change sender 35current sender 35

Service type 37Ship date 38Ship Log 166Shipment details 27

at a glance 27billing details 40package and shipment details 36recipient information 28sender information 34

Shipment receipt 73Shipping history tracking 141Shipping list

FedEx SmartPost (U.S. only) 213Hold File 125Returns 108

Shipping profiles 144assign to senders 152FedEx Express preferences 147FedEx Ground preferences 150field preferences 145group preferences 50

Signature options 70Special services. See Options and Special ServicesState/Province field 30Support information 7System settings 160

FedEx customer administration 161other options 161your system settings 160

Index


TTax ID field 31Technical support 7Telephone field 30Terms of sale 89This is a residential address 31Total Customer Charge, field definition 177Total Discount, field definition 177Total shipment information only 118Total Surcharge, field definition 177Track 137

at a glance 137by numbers 138by reference 139from shipping history 141results 142

UUser prompts, customize 157

VVague commodity description 83

WWeight 37What's New 19

Commercial Invoice reminder 23FedEx Address Checker 19FedEx Express Freight Services expansion 23FedEx SmartPost (U.S. only) 20Integration enhancements 22IPD expansion 23Latin America and the Caribbean 24nonresident importer designation 23notifications enhancement 22package type order for customs 23Portuguese language support 25reference database 21return address allowed 23vague commodities message 22

XXTN (External Transaction Number) 94

ZZIP code field 30


Index