USPS® meter label solution

 

 

USER GUIDE

 

 September 24th, 2017


 

Ó 2017 USPS® meter label solution The United States Postal Service®. All Rights Reserved. Terms of Use.

 

USPS® Customer Commitment

The U.S. Postal Service™ fully understands the importance of providing information and service anytime day or night to your Internet and ecommerce customers. For that reason, USPS® is committed to providing service 7 days a week, 24 hours a day, 365 days a year. Thank you for your continued patronage.

 

We invite you to share your comments on how we can improve this application for you and enhance functions offered in future releases of USPS® meter label solution software. 

 

Trademarks

USPS Tracking®, USPS Signature™, Priority Mail Express®, First-Class Package Service®, and Priority Mail® are registered trademarks of the U.S. Postal Service™.

 

Global Express Guaranteed®, Priority Mail International®, Priority Mail Express International®, and First-Class Mail International®, First-Class Package International Service®, USPS Web Tools®, ZIP Code™, and ZIP + 4® are also registered trademarks of the U.S. Postal Service™.

 

Internet Explorer®, Microsoft®, Microsoft Excel®, Microsoft Access®, Vista®, Windows 7®, Windows® 8, Windows 10®  and .NET® are registered trademarks of Microsoft® Corporation.

 

To Our Customers

If you require technical support, contact the USPS® Internet Customer Care Center (ICCC). This center is available Monday thru Friday: 8:00 am to 8:30 pm ET, Saturdays 8:00 am to 6:00 pm ET and is closed Sunday’s and all major holidays.

 

Email: uspstechnicalsupport@mailps.custhelp.com                                      

Telephone: 1-800-344-7779

                                                                      


 

Chapter 1. Introduction..................................... 14

Chapter 2. Getting Started................................ 18

Chapter 3. Shortcuts......................................... 21

Chapter 4. Installation and Upgrade................. 25

Getting Started........................................................... 25

Download USPS® meter label solution software via Internet...................................................................... 25

Upgrade to USPS® meter label solution Software........... 37

Uninstall USPS® meter label solution Software.............. 38

Chapter 5. Registration..................................... 40

Getting Started........................................................... 40

Register with USPS® meter label solution Software........ 41

Modify Connection Settings.......................................... 42

Chapter 6. Shipping Overview.......................... 45

Getting Started........................................................... 45

Create........................................................................ 46

Create New Shipments..................................................... 46

Batch Process Orders...................................................... 48

Manage...................................................................... 49

Manage Pending Shipments............................................ 49

Manage and Update Account Settings............................ 50

Manage and Update Address Book................................. 51

View.......................................................................... 52

View Shipping Activity.................................................... 52

View Available Shipping Tools....................................... 53

View Database Management............................................ 54

View Messages................................................................. 55

Track......................................................................... 56

Chapter 7. Create Shipping Labels................... 58

Getting Started........................................................... 59

Create a Domestic Label.............................................. 59

Create an APO/FPO/DPO and Possessions, Territories and Freely Associated States (PTFAS) Label....................... 68

Create a Priority Mail Express International®, Priority Mail International®, First-Class Mail International® or First-Class Package International Service® Label............................ 79

Create an International Global Express Guaranteed® (GXG®) Label.............................................................. 95

Create a Customs Form 2976/CN22............................ 101

Create a Customs Form 2976A/CP72.......................... 107

Create an electronic Merchandise Return Service (MRS) Label........................................................................ 114

Create an Open and Distribute™ Label........................ 119

Create First-Class Mail® Letter Shipments................... 125

Create a Label Using the Express Checkout Functionality (Only for Domestic, International, APO/DPO/FPO & PTFAS labels, and Customs Forms)....................................... 130

Address Book Contacts and Create Label.................... 135

Chapter 8. Address Book................................ 138

Getting Started.......................................................... 138

Add an Address......................................................... 138

Edit an Address......................................................... 141

Delete an Address..................................................... 142

Add a New Group...................................................... 143

Delete a Group.......................................................... 144

Manage My Groups................................................... 146

View Addresses in a Specific Group............................ 148

Search Address Book................................................ 148

Import Addresses...................................................... 150

View Failed Addresses............................................... 154

Export Addresses...................................................... 157

Chapter 9. Shipping Cart................................. 160

Getting Started.......................................................... 160

Detailed Description of Shipping Cart Status................ 160

Shipping Cart Actions................................................ 161

Print Labels from Shipping Cart.................................. 162

Delete From Shipping Cart......................................... 169

Chapter 10. Import Orders/Labels and Tracking Numbers.......................................................... 172

Import New Orders / Labels........................................ 172

Import eBay® Labels.................................................. 181

Import Existing Orders / Labels................................... 187

Import Tracking Numbers........................................... 197

Chapter 11. Database Management................. 204

Getting Started.......................................................... 204

First Time Configuration............................................. 204

Access............................................................................ 205

CSV................................................................................. 218

Excel............................................................................... 231

MySQL............................................................................ 245

SQL Server..................................................................... 262

Reconnecting or Editing a Configured Data Source....... 281

Chapter 12. Shipping History.......................... 288

Getting Started.......................................................... 288

Search..................................................................... 289

Advanced Filtering..................................................... 289

Check Status of Packages.......................................... 290

Display Labels for a Specific Status............................ 290

Reship / Recreate Label............................................. 292

Reprint a Label.......................................................... 292

Re-Create PS Form 5630, Confirmation Services Certification, (SCAN Form)......................................... 292

Create Electronic Merchandise Return Service (MRS) Label........................................................................ 293

Delete Printed Labels................................................. 293

Export Shipping History.............................................. 293

Return Label Tracking Numbers to eBay...................... 294

Chapter 13. User Reporting............................. 296

Generating the Report................................................ 307

Quick Report Summary.............................................. 309

Chapter 14. Package Pickup........................... 312

Getting Started.......................................................... 312

Schedule Package Pickup.......................................... 312

Edit Package Pickup.................................................. 314

Cancel Package Pickup.............................................. 315

Cancel and Reschedule Package Pickup...................... 315

Chapter 15. Shipping Tools and Track and Confirm Tool................................................... 318

Getting Started.......................................................... 318

Calculate a Price (Domestic)...................................... 318

Calculate a Price (International).................................. 321

Verify Address.......................................................... 324

Track and Confirm Tool.............................................. 325

Chapter 16. Shipping Dashboard and SCAN Forms.............................................................. 328

Getting Started.......................................................... 328

View your Outbound Shipments.................................. 329

Open your Current Dashboard View Preferences – Outbound Shipments................................................. 332

View your Pending SCAN Forms................................. 333

Open your Current Dashboard View Preferences – Pending SCAN Forms............................................................. 336

Create New Pending SCAN Form................................ 337

Add Labels to your Pending SCAN Form...................... 341

Remove Labels from your Pending SCAN Form............ 344

Deleting your Pending SCAN Form.............................. 347

Close Out your Pending SCAN Forms......................... 348

View your Closed SCAN Forms................................... 353

Open your Current Dashboard View Preferences – Closed SCAN Forms............................................................. 355

Deleting your Closed SCAN Forms.............................. 356

Chapter 17. Preferences................................. 359

Getting Started.......................................................... 359

Save Your Preferences............................................. 359

Restore Default Preferences.................................... 386

Chapter 18. Help............................................. 388

Chapter 19. About........................................... 391

Chapter 20. Message Center........................... 393

Chapter 21. Troubleshooting.......................... 395

General FAQs........................................................... 395

Installing USPS® meter label solution Software............ 396

Upgrade USPS® meter label solution.......................... 398

Registration.............................................................. 398

Create Shipping Label................................................ 399

All Labels......................................................................... 399

Domestic Labels............................................................... 400

International Labels.......................................................... 402

International Labels/Customs Forms................................. 403

Electronic Merchandise Return Service............................. 403

Import Orders........................................................... 404

Address Book............................................................ 406

General............................................................................ 406

Import Addresses............................................................. 408

Export Addresses............................................................. 409

Shipping Cart............................................................ 410

Print Label and Shipping Cart............................................ 411

Shipping History........................................................ 412

General............................................................................ 412

Package Pickup............................................................... 412

Shipping Tools.......................................................... 414

Domestic/International Price and Service.......................... 414

Tracking........................................................................... 414

Address Verification.......................................................... 414

ODBC Integration...................................................... 415

Preferences.............................................................. 417

Messages................................................................. 419

Chapter 22. Appendix...................................... 421

Domestic Service Descriptions.................................... 421

Domestic Service Options.......................................... 424

International Service Descriptions........................... 424

International Service Options...................................... 426

Chapter 23. Resources.................................... 428

Chapter 24. Glossary...................................... 430

 

 

 


 

 

 

Chapter 1

 

Introduction


Chapter 1. Introduction

USPS® meter label solution is a free and convenient software application that provides easy access to shipping services from the United States Postal Service®. Major functionality includes the ability to create domestic, international, Open and Distribute™, First-Class Mail® letter shipments and Merchandise Return Service labels as well as customs forms 2976/CN22 and 2976A/CP72; the ability to answer your customers’ questions about shipping fees or tracking information; the ability for your company’s customer service representatives in a call center, customer service, or shipping department to easily access shipping-related data and create electronic Merchandise Return Service labels that may be provided along with your package or e-mailed to your customer. In more detail, USPS® meter label solution software provides the following USPS® shipping services and information:

 

Create Shipping Labels

 

 

Import Orders

 

Shipping Cart

Shipping History

 

Use Shipping Tools

 

Address Book

 

Preferences

 

Messages

Messages provides the ability to view USPS® meter label solution  software or mail service related message updates via a browser within the USPS® meter label solution  software. Also, access The Postal Store® for ordering free mailing supplies or self-adhesive labels.

 

Offline Capabilities

 

For further quick-reference information, refer to the Help link in the USPS® meter label solution application.


 

 

 

 

Chapter 2

 

Getting Started


Chapter 2. Getting Started

System Requirements

USPS® meter label solution software is supported on Vista®, Windows 7®, Windows® 8, and Windows 10® Operating Systems. In addition, you will be required to have:

 

Data Entry Guidelines

Before using USPS® meter label solution software, you should have a working knowledge of the following guidelines for data entry that apply to all screens in the application:


 

 

 

 

Chapter 3

 

Shortcuts


Chapter 3. Shortcuts

When selecting records within Tables

In Shipping Cart, Shipping History, Package Pickup and Shipping Tools - Track/Confirm tables, the following shortcuts apply when selecting (i.e., highlighting) and/or checking records. 

 

IMPORTANT: In general, always first select (i.e., highlight) the rows you wish to apply an action to (i.e., edit, delete) and then make use of the checkboxes.

 

Q. How do I select (i.e. highlight) a record?

A. Click on any of the read-only text field columns in the grid.

 

To check multiple label records in a row:

1   Select (i.e., highlight) a label row by clicking on any of the text fields. When a record is selected, the entire row will be highlighted.

2   Hold down Shift key.

3   Select another label row by clicking on any of the text fields. All records between the first and last selected rows will be selected.

 

TIP

- To deselect one of the rows while multiple rows are selected, press the Ctrl key and click on any of the text fields on the row that you wish to deselect.

 

4     Click on a single checkbox of one of the selected (i.e., highlighted) rows. All highlighted rows will be checked.

 

TIP

- To uncheck all records that are selected simply click one of the checkboxes again. All records that are selected will be unchecked.

 

To check multiple label records not in a row:

1   Select a label row by clicking on any of the text fields. When a record is selected, the entire row will be highlighted.

2   Hold down Ctrl key.

3   Select another label row by clicking on any of the text fields. Only the rows clicked on will be selected.

 

TIP

- To deselect one of the rows while multiple rows are selected, press the Ctrl key and click on any of the text fields on the row that you wish to deselect.

 

4   Click on a single checkbox of one of the selected (i.e., highlighted) rows. All highlighted rows will be checked.

 

TIP

- To uncheck all records that are selected simply click one of the checkboxes again. All records that are selected will be unchecked.

 

Keyboard Shortcuts

To check a checkbox for a record in the Shipping History, Address Book, Package Pickup, Shipping Cart, or Shipping Tools - Track/Confirm tables:

1     Tab into the checkbox column for a specific record.

2     Press the spacebar key. A checkbox for the selected record will be checked.

 

To open the edit panel for an address in the Address book:

1     Tab into the Edit button for a specific record.

2     Press the Enter key. The record will be open for editing.

 

 

To display the context menu in Shipping Cart, Shipping History, and Package Pickup tables:

1     Tab into any of the text columns of a specific record. Note: Shipping History and Package Pickup tables will require you to check the row selected in order to access all of the functionality available in the context menus.

2     Click the Context Menu key and use the up and down arrows to navigate to select an action.

3     Click Enter.

 

To display a specific main window using shortcut keys:

1     To have JAWS users read status in the middle of processing a request, click Insert > Page Down.


 

 

 

Chapter 4

 

Installation and Upgrade


Chapter 4. Installation and Upgrade

In this introduction to installation, you will learn how to do the following:

ONLINE connection status:

·     Download USPS® meter label solution software via the Internet

·     Upgrade USPS® meter label solution software

·     Uninstall USPS® meter label solution software

 

OFFLINE connection status:

·     Uninstall USPS® meter label solution software

 

Getting Started

Prior to installing the USPS® meter label solution application, verify that all System Requirements have been met.

 

Download USPS® meter label solution software via Internet

1       The USPS® meter label solution software can be downloaded from the USPS® meter label solution web site

(https://www.usps.com/business/business-shipping.htm).

2       Scroll down to the Compare Shipping Tools section of the page

3       Click the Download and Install USPS® meter label solution software link.

 USPSDownload

3   Click Install or Run from the popup box.

 

TIP

-  If your computer does not have.NET® 4.5 Framework already installed, it will automatically be installed onto your computer along with USPS® meter label solution software.

 

Note: If you are using Internet Explorer® 6.1 or later versions, you will see the following dialog. Click Run or Save to your desktop and run from the Start menu.

 

This image represents the File Download window that displays when initially downloading Shipping Assistant from USPS.com.

 

4     Click Install from the popup box

.

This image represents the Security Warning screenshot that may appear prior to Installing Shipping Assistant. Click Install to continue with the installation process of Shipping Assistant

 

Note: If you are using Netscape® 6.X or Firefox® browsers, you will see the following dialog. Click OK or Save to your desktop and run from the Start menu. You will then see the USPS® meter label solution software Installation dialog which is digitally signed.

 

This image represents Shipping Assistant Installation dialog when installing via Netcape 6.x or Firefox browsers. There is an Install and Don't Install button on the dialog.

 

5     If you do not have .NET® 4.5 framework already installed, please note that additional dialog boxes will display. Click Run:

 

This image represents the setup launcher that appears if you are installing Shipping Assistant and do not have .NET 2.0 framework already installed. This prompt requests if you wish to run dotnetfx.exe file from the Macrovision Coporation publisher. Click Run to continue with Shipping Assistant installation process.

5a  View Install Shield Wizard indicating that .NET® Framework can be installed.

 

This image represents the install shield wizard that appears if you are installing Shipping Assistant and do not have .NET 2.0 framework already installed. This prompt displays the progress of installing the Microsoft .NET Framework

 

5b In the middle of processing, click Run on the following dialog box.

 

This image represents the setup launcher that appears if you are installing Shipping Assistant and do not have .NET 2.0 framework already installed. This prompt requests if you wish to run dotnetfx.exe file from the Microsoft Corporation publisher. Click Run to continue with Shipping Assistant installation process.

 


5c View Install Shield Wizard after .NET® framework has been installed.

6     View the USPS® meter label solution software Installation Wizard Welcome Page. Click Next.

MLS_SetupWiz_1

 

7     View Terms and Conditions. You will be required to accept the terms and conditions in order to continue with the USPS® meter label solution software installation process. Click Next.

MLS_SetupWiz_2

 

 

 

 

 

8     Enter Customer Information. Click Next.

 

MLS_SetupWiz_3


9     Verify the destination folder to store USPS® meter label solution software files. Click Next. Note: In order to change the destination folder, click Change… and navigate to the new destination folder.

 

MLS_SetupWiz_4


10   Review all Installation settings. Click Install.

 

MLS_SetupWiz_5

 

 

 

  1. Please wait as USPS® meter label solution software installs onto your computer.

 

MLS_SetupWiz_6

 

 

  1. View Install Shield Wizard Completion page. Click Finish. Note: In order to auto-launch USPS® meter label solution software after installation process is complete, verify that the Launch the program checkbox is checked.

 

MLS_SetupWiz_7

 

  1. After downloading the application, the USPS® meter label solution splash bar followed by the USPS® meter label solution registration page will appear for first time users. Note: Registration is NOT required when upgrading to a new version of USPS® meter label solution software.

Upgrade to USPS® meter label solution Software

MICROSOFT VISTA® AND WINDOWS 7® OS USERS ONLY

 

You must be logged in as a System Administrator in order to complete the update process for Click-N-Ship for Business® successfully. Please note that ‘elevated administrator rights’ specific to the Vista® operating environment, will not suffice when attempting to upgrade, install, or uninstall Click-N-Ship for Business®.

 

Please follow the instructions under the Troubleshooting section in order to obtain the required Click-N-Ship for Business® update. Once these steps are completed, all Vista users going forward will automatically be prompted for Click-N-Ship for Business® updates per the guidelines below.

 

 

 

 
Note: USPS® meter label solution software will auto-detect if a patch or file updates and/or a new version of the application is available upon launching the old application. IMPORTANT: Upgrading USPS® meter label solution software will maintain your entire address book, shipping cart, and shipping history data.

 

 

 

 

 

 

 

 

 

 

1   Open the USPS® meter label solution Application.

2   If patch or file updates and/or a new version of the application are available, a pop-up box indicating that an update to the application is available. Click Continue.

 

TIP

- The USPS® meter label solution application will not prompt you to upgrade to a new version while the application is running. To check for updates while the application is running, view new messages in the Message Center. If a new version is available, exit out of USPS® meter label solution application and re-launch the application while ONLINE.

 

Version Updates. IMPORTANT: Version Updates will prompt you to walk through the installation process again upon completing the update.


3    Click Ok.

4    Click Continue.

5   The USPS® meter label solution software will automatically upgrade. Note: No backwards capabilities will be provided for. You will need to obtain a new update to continue using the USPS® meter label solution application.

 

 

Uninstall USPS® meter label solution Software

Note: These steps may differ based on the operating environment. Please see general help in order to locate the add/remove programs functionality on a specific operating environment.

 

1     Click Start on your desktop.

2     Click Control Panel.

3     Click Add or Remove Programs.

4     Select USPS® meter label solution.

5     Click Change/Remove.

6     Select Remove the Application from this Computer.

7     Click OK.


 

 

 

 

Chapter 5

 

Registration


Chapter 5. Registration

In this introduction to registration, you will learn how to do the following:

ONLINE connection status:

·    Complete profile information.

·    Read and agree to Hazmat Question and view Privacy Policy.

·    Modify connection settings.

·    Register with USPS® meter label solution.

 

IMPORTANT: If you have a MID number, contact ICCC at 1-800-344-7779 in order to activate your account in the USPS® meter label solution software.

 

Getting Started

After completing the installation process, you will have the option to auto-launch the USPS® meter label solution application. If you choose to automatically launch, you will be navigated to the USPS® meter label solution Registration screen. Registration is only required the first time after installing the USPS® meter label solution application.

 


Register with USPS® meter label solution Software

1     Fill out the required fields on the registration screen.

 

2     Check to agree to the Hazmat Terms.

3     Please see our Privacy Policy via the link provided.

4     Verify connection settings. The application will automatically default the connection settings to use Internet Explorer® settings. To modify connection settings prior to registering, see Modify Connection Settings.

TIP

- To modify connection settings in the future, access the Preferences > General tab once the application has launched.

 

5     Click Cancel.

6     Click Register. Once registration is successfully completed, the USPS® meter label solution software splash screen will redisplay and navigate you to the Create Shipping Label view of the application.

 

IMPORTANT: If you are having any problems with your addresses, please first ensure that your address is valid by ensuring that your address returns on ZIP Code Lookup page (http://www.usps.com/zip4). If your address does not appear contact your local AMS offices, which can be identified by using the AMS Office Locator Tool (https://ribbs.usps.gov/locators/find-ams.cfm).

 

Modify Connection Settings

1     Click connection settings.

2     Select the Use Proxy Server radio button to manually enter connection information.

3     Enter a Proxy Address (ex. http://proxy.test.com).

 

TIP

- USPS® meter label solution software is not able to execute proxy scripts to determine the actual proxy server. If a proxy script is being used with USPS® meter label solution software, then you should select ‘Use IE settings’ and insert the value in Internet Explorer® as this browser is capable of executing such scripts.

 

4     Enter a Proxy Port (ex.8080).

5     Click Save.


 

 

 

 

Chapter 6

 

Shipping Overview


Chapter 6. Shipping Overview

Getting Started

 

Shipping Overview is now the default start up page of the application. When you open the application for the first time or if you have your preferences set to the default start up page you wil be taken to the Shipping Overview page. If your start up page is not the default you can  view the Shipping Overview by clicking on the USPS meter label solution logo (home button) to access the Landing Page. By clicking on the USPS® meter label solution logo while on any page in the application it will take you to the Shipping Overview page.

 

What you can do in the Shipping Overview

 

 

o   Create

o   Manage

o   View

o   Track

 

 

 

 

Create

Create New Shipments

1     Click here to create a new USPS® shipping label to print or save to the shipping cart.

2     Click one of the following labels to create and print:

a.    Domestic Shipping Label

b.    APO/FPO/DPO & PTFAS Label

c.    Return Label

d.    Customs Form 2076-A/CP72

e.    International Shipping Label

f.     Open and Distribute™ Label

g.    First-Class Mail® Address Label

h.    Customs Form 2976/CN22

 

3     When you click on any of the above menu items it will direct you to that particular label creation page.

 

Batch Process Orders

1     Click here to import shipping labels from a CSV or Access file, eBay, or database.

2     Click one of the following import file types:

a.    Import From Existing File

b.    Import From XML File

c.    Import From eBay

d.    Import From CSV

e.    Import From Microsoft Access File

f.     Import From eVS CSV

3     When you click on any of the above menu items it will direct you to that parctiular import wizard set up window.

Manage

Manage Pending Shipments

1     Click here to view or make edits to your pending shipments.

2     Click on View your Shipping Cart to be able to view, edit, delete or print labels that have been created previously.

 

 

 

Manage and Update Account Settings

1     Click here to view and set account settings through account preferences. You can also find assistance with our help feature.

2     Click on:

a.    Account Preferences to view the account preferences and settings.

b.    Help with the application to view the help guide for assistance with the application.

c.    About the Application to view information about the application and who it is registered to.

 

Manage and Update Address Book

1     Click here to view all addresses, import in new addresses, or export you current address book.

2     Click on:

a.    Create a New Address to create a new Domestic or International address.

b.    Export Addresses to export your addresses or groups to a CSV or Access file.

c.    Import Addresses to import your addresses or groups from a CSV or Access file.

d.    View All Addresses to view your address book containing all the addresses created.

 

View

View Shipping Activity

1     Click here to view your printed shipments and view status of tracking.

2     Click on View your Shipping History to view, reship, delete, or export labels that have been printed previously.

 

 

 

View Available Shipping Tools

1     Click here to make shipping easier by calculating a price of a label, verifying addresses, creating a report, or getting supplies online.

2     Click on:

a.    Calculate a Price to calculate the rate of a Domestic or International label.

b.    Create a Report to create a Shipment Report based on your printing activites.

c.    Verify Address to create a Domestic address using the information you know.

d.    Shipping Dashboard to view your outbound shipments and manage your SCAN Forms.

e.    Open Database Connectivity to integrate internal database(s) with the application.

 

View Database Management

1     Click here setup and access your external database connections using the application.

2     Click on Configure Data Source to setup external database connections or connect to existing daabase connections.

 

 

 

View Messages

3     Click here to view recent messages regarding updates and system downtimes.

4     Click on View Update Messages to view your recent messages in the message center.

 


 

Track

 

1     Click on Track and Confirm Packages to view tracking status of individual shipments or via a batch process.

 

 

 


 

 

 

Chapter 7

 

Create Shipping Labels


Chapter 7. Create Shipping Labels

In this introduction to create shipping labels, you will learn how to do the following:

ONLINE connection status:

·      Add to Shipping Cart for printing at a later time.

·      Compare Service Types related to all services available for an individual package.

·      Use the Calculate functionality to view exact postage, insurance (only printing. postage), and service fees due for an individual package.

·      Email, or Save an electronic Merchandise Return Service (MRS) label by using the Submit button.

·      Edit sender address using information that exists in the Address Book.

·      Edit Recipient Address using Open Address Book.

·      Add Recipient Addresses entered to Address Book using Save to Address Book.

·      Use the Express Checkout functionality and print labels quicker without adding to Shipping Cart

OFFLINE connections status:

·      Add to Shipping Cart for printing at a later time. IMPORTANT: For international addresses, verify that your domestic Sender Address has a phone number in the address book prior to plugging OFFLINE.

·      Edit sender address using information that exists in the Address Book.

·       Edit Recipient Address using Open Address Book.


Getting Started

The Create Shipments navigation allows the user to create Domestic shipping labels, International shipping labels (with a Commercial Invoice for GXG label), Customs 2976/CN22 and Customs 2976A/CP72 Forms, APO/FPO/DPO and Possessions, Territories and Freely Associated States (PTFAS) labels, Open and Distribute™ labels, and First-Class Mail® letter labels. The Return Labels navigation allows the user to create electronic Merchandise Return Service labels.

 

 

Create a Domestic Label

1     Select Domestic Shipping Label from the Create Shipments navigation or the Shipping Overview navigation under Create-> Create New Shipments.

2     Edit the Sender Information by clicking Edit. This button will display the Address Book where a new Sender Address can be chosen or an existing Sender Address can be modified.

 

From Section

 

TIP

-  For more details on how to Edit, see Address Book and Create Labels section.

 

-  For more details on how to pre-populate the domestic label, see edit Preferences.

 

-  Some domestic labels require the use of a customs form.  More details can be found in DMM 608.2.4 and DMM 608.2.5.

    

 


3     Click Recipient expander and enter Recipient Information. Either manually fill in the required fields in the Recipient Information or click Open Address Book.  Open Address Book will display the Address Book where the user can choose a previously saved address(s) for the Recipient Information.  Only domestic addresses and/or APO/FPO/DPO addresses may be selected in this section.

TIP

- For more details on how to Open Address Book, see Address Book and Create Labels section.

 

- Also, when you begin typing in the Full Name or a Short Name, matching full names or short names in the Address book will appear in a dropdown box. Select the correct Full Name or Short Name and click tab in order pre-populate the Recipient field with address information.

    

4   You may save new addresses to the Address Book by clicking Save To Address Book before proceeding with entering package information. All domestic addresses will automatically be standardized to USPS® formatting standards upon performing this action.

 

TIP

- For more details on how to Save To Address Book, see Address Book and Create Labels section.

    

5   Click Details expander and enter Package Information. Also, if available, enter a Value to be insured and subsequently pay for Insurance along with postage.

 

Please visit the Troubleshooting section for the most frequently asked questions regarding USPS® meter label solution software changes due to USPS® price changes.

Example without “Custom Packages” option:

 

TIP:  

How to measure dimensions

- For further direction on how to measure Length, Width, Height, and Girth for Large / Priority Mail® items, click on How to Measure Dimensions button on the create domestic label screen or view Appendix.

 

10:30 A.M. Delivery

- This option is available, for a fee, when the Priority Mail Express® service is selected.  Service availability is determined by the origin and destination ZIP Code™(s) and Post Office acceptance time.  An error message will be displayed when the service is unavailable for the locations entered.

 

Using Custom Packaging option

- If shipping with a constant package size, you can create Custom Packages for selection with certain Services.  For more information on creating Custom Packages, view Preferences.

 

Compare Service Types

-  Enter a Ship From ZIP Code if you intend on mailing your package from a ZIP Code that differs from your Sender ZIP Code to ensure correct postage price attained for your mail piece.

 

- Select the Service you wish to use to ship your package.  If you want to see a list of all available Services based on the Origination and Destination ZIP Code™(s), Weight, and Size entered, click Compare Service Types prior to selecting a service.  This will provide the price, scheduled/expected delivery date, and a brief description of the available Services should you wish to shop across USPS® services.

1     Click Compare Service Types.

2     Highlight the desired Service.

3     Click Apply Selected Service Type.


 

Note: Please refer to Priority Mail Express™ Cutoffs & Commitments link for a list of service commitments. Be advised, the link is only available when selecting the Priority Mail Express™ service.

 

6     Click Option expander and enter Package Options. Depending on the service chosen, various package additional options will be available.  Choose those you wish to include on your Domestic Shipping label as an endorsement. Note: For more information regarding the confirmation services available, refer to the Glossary section.

 

7     Click Calculate in order to display the postage(for domestic destinations, the Commercial Base® price applies to supported products and services if calculated with an IBI postage meter), insurance fees, service fees, and scheduled/expected delivery associated with the label you have created. Provided that enough information is provided, domestic addresses will automatically be standardized to USPS® standards upon performing this action. If there is missing information, you will be prompted to correct error(s) and re-calculate to obtain prices.

 

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- If Priority Mail Express® service was selected, click Priority Mail Express® Cutoffs & Commitments to view drop off location, drop off times, and scheduled delivery dates. Note: Priority Mail Express® scheduled delivery date and time depend on origin, destination and Post Office™ acceptance time. Some restrictions apply. For additional information, visit the Postage Calculator at http://postcalc.usps.com.

 


 

8     Click View Package Summary expander to preview all entered information. You can also use this feature as you view the label form.

9     Click Calculate in order to display the postage, insurance fees, and scheduled/expected delivery date or delivery days associated with the label you have created. Note: Scheduled/Expected delivery date or days represents the time period for the package to go from the origin to its destination; please note that this does not include time for the package to go through customs.

10   Click the Hazardous Materials link.  This link will display the rules and restrictions for what can and cannot be mailed with USPS® services.

11   Click This shipment contains Hazardous Materials to notify USPS® if shipment contains hazardous materials to ensure proper processing and handling.

12   Click This shipment contains Cremated Remains to notify USPS® if shipment contains cremated remains to ensure proper processing and handling (available only when service selected is Priority Mail Express®).

13   Click the Insurance checkbox to agree to Insurance conditions (available only if printing postage & required if applicable).

14   Entering a number into the Number of Unique Labels text box will create that many labels with individual barcode properties.  The maximum number of labels that can be printed or saved in this manner is 2000.

15   Click Add to Cart to save the label to the shipping cart in order to print. If online, all domestic addresses will automatically be checked for proper Postal Service™ format and standardized if necessary. Note: The delivery address manually entered on the label may be different than the address that appears on the label.  Check to ensure that the standardized address displayed on your printed label is accurate.

16   If you do not wish to add to the shipping cart, click the clear all button.

 

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- See Preferences for more details on how to immediately have new preferences take effect.


For information regarding package size requirements and how to measure packages, refer to the screenshot below:

This image provides instructions on how to determine if your package is larger than 84 inches in length and girth:

1. Measure the Length of your package
2. Find the Girth of your package: Height + Height + Width + Width = Girth
3. Add Length + Girth

Maxiumum Measurements
Length + Girth = 108'
Weight = 70 pounds    



 

Create an APO/FPO/DPO and Possessions, Territories and Freely Associated States (PTFAS) Label

Important Note:

- When you create labels on the APO/FPO/DPO and Possessions, Territories and Freely Associated States (PTFAS) module labels will be printed as either an integrated shipping label with a customs form or as a separate domestic label and customs form.

 

1     Select APO/FPO/DPO & PTFAS Label from the Create Shipments navigation or the Shipping Overview navigation under Create-> Create New Shipments.

2     Edit the Sender Information by clicking Edit. This button will display the Address Book where a new Sender Address can be chosen or an existing Sender Address can be modified.

 

 

From Section

 

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-  For more details on how to Edit, see Address Book and Create Labels section.

 

-  For more details on how to pre-populate the APO/FPO/DPO and Possessions, Territories and Freely Associated States (PTFAS) label, see edit Preferences.

 

-  Some domestic labels require the use of a customs form.  More details can be found in DMM 608.2.4 through 2.5.

    


3     Click Recipient expander and enter Recipient Information. Either manually fill in the required fields in the Recipient Information or click Open Address Book.  Open Address Book will display the Address Book where the user can choose a previously saved address(es) for the Recipient Information.  Only APO/FPO/DPO and Possessions, Territories and Freely Associated States (PTFAS) addresses may be selected in this section.

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- For more details on how to Open Address Book, see Address Book and Create Labels section.

- Also, when you begin typing in the Full Name or a Short Name, matching full names or short names in the Address book will appear in a dropdown box. Select the correct Full Name or Short Name and click tab in order pre-populate the Recipient field with address information.   

 

4     You may save new addresses to the Address Book by clicking Save To Address Book before proceeding with entering package information. All domestic addresses will automatically be standardized to USPS® formatting standards upon performing this action.

 

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-For more details on how to Save To Address Book, see Address Book and Create Labels section.

 

5     Click Details expander and enter Package Information and Customs Information describing your package. Also, if available, enter a value to be insured and subsequently pay for Insurance along with postage. Also, choose the delivery option you want if, for some reason, your package cannot be delivered. These options may result in extra charges. Note: For more information regarding the customs information available, refer to the Glossary section.

 

Please visit the Troubleshooting section for the most frequently asked questions regarding USPS® meter label solution software changes due to USPS® price changes.


Example without “Custom Packages” option:

         

 

 

 

TIP:  

How to measure dimensions

- For further direction on how to measure Length, Width, Height, and Girth for Large / Priority Mail® items, click on How to Measure Dimensions button on the create domestic label screen or view Appendix..

 

Compare Service Types

-  Enter a Ship From ZIP Code if you intend on mailing your package from a ZIP Code that differs from your Sender ZIP Code to ensure correct postage price attained for your mail piece.

 

- Select the Service you wish to use to ship your package.  If you want to see a list of all available Services based on the Origination and Destination ZIP Code™(s), Weight, and Size entered, click Compare Service Types prior to selecting a service.  This will provide the price, scheduled/expected delivery date, if applicable, and a brief description of the available Services should you wish to shop across USPS® services.

·      Click Compare Service Types.

·      Highlight the desired Service.

·      Click Apply Selected Service Type.

 

Note: Please refer to Priority Mail Express™ Cutoffs & Commitments link for a list of service commitments. Be advised, the link is only available when selecting the Priority Mail Express™ service.

 

 

6     For some international label types, the Census Bureau requires either an Automated Export Compliance/Internal Tracking Number/Exemption.  To provide AES or ITN information, click the SELECT button.  Either select a commonly used AES, manually enter the AES, or mark the My Package Requires an Export license and enter the ITN information.

 

Automated Export System Exemption

Internal Transaction Number

7     Click Options expander and enter Package Options. Depending on the service chosen, various package options will be available.  Choose those you wish to include on your Domestic Shipping label as an endorsement. Note: For more information regarding the confirmation services available, refer to the Glossary section.

8     Click Items expander and add the various items contained in your package by entering a Description, Quantity, Unit Value, Unit Weight, Country of Origin, and/or HS Tariff Number and click Add Item.  The item and subsequent items added will be displayed in the Item Content table. Note: The maximum number of items that can be added to an APO/FPO/DPO and Possessions, Territories and Freely Associated States (PTFAS) label is 30 items.


TIP

- To Delete a Content Item, select the item in the items table, right-click to view context menu and select Delete Item or click the Delete button.

 

-  To Modify a Content Item double-click an item in the items table, verify that content details populates in respective fields, and modify information. Prior to re-adding the modified item, user must delete original item record from item contents table.

 

-Country of Origin and HS Tariff # are optional fields and are of use to Commercial Senders only.

 

9     Click View Package Summary expander to preview all entered information. You can also use this feature as you view the label form.

 

10   Click Calculate in order to display the postage, insurance fees, and scheduled/expected delivery date or delivery days associated with the label you have created. Note: Scheduled/Expected delivery date or days represents the time period for the package to go from the origin to its destination; please note that this does not include time for the package to go through customs.

 

11   Click on the Click for More Information hyperlink. This link will display static customs information related to all international labels

12   Click the Mailing Restrictions, Customs Information, and Mailer Responsibilities checkbox to agree to international mailing restrictions, customs information, and mailer responsibilities (required only If printing).

13   Click the APO/FPO/DPO Restrictions checkbox to agree to APO/FPO/DPO restrictions (if applicable – required only if printing).

14   Click the Insurance Conditions checkbox to agree to insurance conditions (if applicable – required only if printing).

15   Entering a number into the Number of Unique Labels text box will create that many labels with individual barcode properties.  The maximum number of labels that can be printed or saved in this manner is 2000.

16   Click the “Separate Label and Customs Form” checkbox if you would like the APO/FPO/DPO and PTFAS Label to be added to the cart as a separate Domestic Label and Customs Form 2976A/CP72 label. This will allow you to print the Domestic Label and Customs Form 2976A/CP72 in different print formats.

17   Click Add to Cart to save the label to the shipping cart in order to print.

 

 

TIP

-If you receive an error message that states “Requested Service is not available” it could mean that (1) The service indicated is not available to the destination country or (2) The weight or value indicated exceeds the maximum allowed by the destination country. For more information on how to view what services are available to different destination countries and details regarding maximum weight and dimension, refer to the Shipping Tools section.

 

-If you choose to add a separate Domestic label and Customs form to the shipping cart, these labels will be treated independently i.e., if you edit the domestic label, the customs form associated to this label will not reflect these changes and must be manually updated. Please see Shipping Cart for instructions on how to edit labels from the shipping cart. 


 

18   If you do not wish to add to the shipping cart, click clear all button.

 

TIP

- See Preferences for more details on how to immediately have new preferences take effect.

 

 

 

 

 

 

 

 


Create a Priority Mail Express International®, Priority Mail International®, First-Class Mail International® or First-Class Package International Service® Label

1     Select International Shipping Label from the Create Shipments navigation or the Shipping Overview navitagation under Create-> Create New Shipments. .

2       Edit the Sender Information by clicking Edit. This button will display the Address Book where a new Sender Address can be chosen or an existing Sender Address can be modified.

 

From Section

 

TIP

-  For more details on how to Edit Sender Information, see Address Book and Create Labels section.

 

-  For more details on how to pre-populate the international label, see edit Preferences.

 


3       Click Recipient expander and enter Recipient Information. Either manually fill in the required fields in the Recipient Information or click Open Address Book.  Open Address Book will display the Address Book where the user can choose a previously saved address to populate the Recipient Information.  Only international addresses may be selected.

 


 

TIP

-  For more details on how to Open Address Book, see Address Book and Create Labels section.

- Also, when you begin typing in the Full Name or a Short Name, matching full names or short names in the Address book will appear in a dropdown box. Select the correct Full Name or Short Name and click tab in order pre-populate the Recipient field with address information.

 

4     You may save a new address to the Address Book by clicking Save To Address Book (optional).

 

TIP

- For more details on how to Save To Address Book, see Address Book and Create Labels section.

 

5     Click Confirm Address to verify if the recipient address qualifies for Priority Mail Express International® with guaranteed service.  Note: Confirm Address button is only enabled when Priority Mail Express International® with guaranteed service is available for the selected country.

6     If recipient address entered is correct and eligible for Priority Mail Express International® with guaranteed service, a confirmation modal will be displayed.  Click Close and proceed with international label creation.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Example with Address Found:

7     If recipient address entered is incorrect and/or ineligible for Priority Mail Express International® with guaranteed service, a modal will be displayed that will allow you to either look up the correct address, select the closest matching address found, or continue with the address as entered.  If you continue with the address as entered, Priority Mail Express International® with guaranteed service will be unavailable. 

Example with Incorrect Address – Match Found

MLS_PMEI_G2

Example with Incorrect Address – Lookup Address (Province)

 

          Example with Incorrect Address – Lookup Address (City)

 


Example with Incorrect Address – Lookup Address (Postal Code)

 

 

8     Click Details expander and Enter Package Information. Enter total weight of the package in pounds and ounces including packaging and shipping labels. Note: Your total unit weight should not exceed the package weight.      

 

Please visit the Troubleshooting section for the most frequently asked questions regarding USPS® meter label solution software changes due to USPS® Price Change.

 

Example with “Custom Packages” option:

 


TIP

Compare Service Types   

- Enter a Ship from ZIP Code if you intend on mailing your package from a ZIP Code that differs from your Sender ZIP Code.

 

- Select the Service you wish to use to ship your package. If you want to see a list of all available Services based on the Weight and Country entered, click Compare Service Types prior to selecting a service.  This will provide the price, scheduled/expected delivery date, if applicable, and a brief description of the available Services. Note: If no service displays, then it is a good indication that the services offered for creating online labels via the USPS® meter label solution application is not available to the destination country entered. Another convenient way to check what services are available is by going to your Shipping Tools. If no services display in the Compare Service Types pop-up, it means that none of the services are available for creating an international label in the USPS® meter label solution application to the destination country.

1   Click Compare Service Types.

2   Highlight the desired Service.

3   Click Apply Selected Service.

 

 

 


9     Click Customs expander  and enter the Customs Information describing your package.  Also, choose the delivery option you want if, for some reason, your package cannot be delivered. These options may result in extra charges.  Also, enter or select an Automated Export System (AES) Exemption or Internal Transaction Number. Note: For more information regarding the customs information available, refer to the Glossary section.

 

 

 

 

10   For some international label types, the Census Bureau requires either an Automated Export Compliance/Internal Tracking Number/Exemption.  To provide AES or ITN information, click the SELECT button.  Either select a commonly used Exemption, manually enter the AES, or mark the My Package Requires an Export license and enter the ITN information.

 

Automated Export System Exemption

 


Internal Transaction Number


11   Click Items expander and add the various items to your package by entering a Description, Quantity, Unit Value, Unit Weight, Country of Origin, and/or HS Tariff Number and click Add Item.  The item and subsequent items added will be displayed in the Item Content table. Note: The maximum number of items for Priority Mail Express International®, and Priority Mail International® parcels (excludes the Flat Rate Envelops and Small Flat Rate Boxes),, Large Flat Rate Box, and Medium Flat Rate Box is 30 items. For other international service types (e.g. The Priority Mail International Flat-Rate Envelopes and Small Flat Rate boxes), the maximum is 5 items.

 

 

 

 

 

 

 

TIP

- To Delete a Content Item, select the item in the items table, right-click to view context menu and select Delete Item or click the Delete button.

 

-  To Modify a Content Item double-click an item in the items table, verify that content details populates in respective fields, and modify information. Prior to re-adding the modified item, user must delete original item record from item contents table.

 

-Country of Origin and HS Tariff # are optional and are of use to Commercial Senders only.

 

12   Click View Package Summary expander to preview all entered information. You can also use this feature as you view the label form.

13   Click Calculate in order to display the postage, insurance fees, and scheduled/expected delivery days associated with the label you have created. Note: Expected delivery days represent the time period for the package to go from the origin to its destination; please note that this does not include time for the package to go through customs. For Priority Mail Express International® with guaranteed service, a guaranteed date will be scheduled and displayed.

14   Click the mailing conditions hyperlink.  This link will display any Restrictions, Prohibitions, Observations, Customs Form Notes, and Priority Mail Express International® Notes based on the country you have selected.

15   Click on the Click for More Information hyperlink. This link will display static customs information related to all international labels.

16   Click the mailing conditions, customs information, and Insurance conditions (applicable and required only if printing postage) checkbox to agree to international mailing conditions, customs information, and insurance conditions (required).

17   Entering a number into the Number of Unique Labels text box will create that many labels with individual barcode properties.  The maximum number of labels that can be printed or saved in this manner is 2000.

18   Click Add to Cart to save the label to the shipping cart in order to print.

 

TIP

- If you receive an error message that states “Requested Service is not available” it could mean that (1) The service indicated is not available to the destination country or (2) The weight or value indicated exceeds the maximum allowed by the destination country. For more information on how to view what services are available to different destination countries and details regarding maximum weight and dimension, refer to the Shipping Tools section.

 

 

 

19   If you do not wish to print or save to the shipping cart, click clear all button.

 

TIP

- See preferences for more details on how to immediately have new preferences take effect.

         

Create an International Global Express Guaranteed® (GXG®) Label

1     Select International Shipping Label from the Create Shipments navigation or the Shipping Overview Navigation under Create-> Create New Shipments.

2     Edit the Sender Information by clicking Edit. This button will display the Address Book where a new Sender Address can be chosen or an existing Sender Address can be modified.

 

From Section

 

TIP

-  For more details on how to Edit Sender Information, see Address Book and Create Labels section.

 

-  For more details on how to pre-populate the international label, see edit Preferences.

 


3       Click Recipient expander and enter Recipient Information. Either manually fill in the required fields in the Recipient Information or click Open Address Book.  Open Address Book will display the Address Book where the user can choose a previously saved address to populate the Recipient Information.  Only international addresses may be selected.

TIP

-  For more details on how to Open Address Book, see Address Book and Create Labels section.

- Also, when you begin typing in the Full Name or a Short Name, matching full names or short names in the Address book will appear in a dropdown box. Select the correct Full Name or Short Name and click tab in order pre-populate the Recipient field with address information.

 

 

 

4     You may save a new address to the Address Book by clicking Save To Address Book (optional).

 

TIP

- For more details on how to Save To Address Book, see Address Book and Create Labels section.

 

5     Click Details expander and enter Package Information. Enter total weight of the package in pounds and ounces including packaging and shipping labels. In addition, select Global Express Guaranteed® (GXG®) as your service type as well as an option for container type. Note: Your total unit weight should not exceed the package weight.  

6     Select Origin Post Office. Check the checkbox of the Post Office facility you intend to drop your GXG® package at.  If you do not wish to drop the package off at any of the listed Post Office™(s) you will have the option to check the drop off at another location checkbox. When complete, click the Next button. Note: By checking the other location checkbox, the guaranteed delivery date will be void.

 

1


7     Select Delivery City. Select the delivery city radio button that you wish to use for your package. When complete, click the Next button.  Note: You will be able to save all updates to your selected address by checking the Save in Address Book checkbox. 

 

1


8     Enter Package Information. Select or enter all required Package and Content Information.  When complete, click the Next button.  Note: You will be required to add at least one and no more than four contents.  Also Note: If required, you might have to answer some additional questions or fill out a commercial invoice (PS Form 6182) if your contents require it.

         

Package Info


9     Summary. The Summary page will list a condensed review of your order. You will have to agree to the terms and conditions before you will be able to Save the label to the shipping cart.

 

GXG final


Create a Customs Form 2976/CN22

1     Select Customs Form 2976/CN22 from the Create Shipments navigation or the Shipping Overview navigation under Create-> Create New Shipments.

2     Edit the Sender Information by clicking Edit. This button will display the Address Book where a new Sender Address can be chosen or an existing Sender Address can be modified

 

 

From Section

 

TIP

- For more details on how to Edit Sender Information, see Address Book and Create Labels section.

 

-  For more details on how to pre-populate the Customs 2976/CN22 Form, see edit Preferences.

    


3       Click Recipient expander and enter Recipient Information. Either manually fill in the required fields in the Recipient Information or click Open Address Book.  Open Address Book will display the Address Book where the user can choose a previously saved address to populate the Recipient Information.  Only International addresses, APO/FPO/DPO addresses, or Possessions, Territories and Freely Associated States (PTFAS) addresses may be selected. NOTE: Possessions, Territories and Freely Associated States (PTFAS) addresses are listed as Domestic addresses.

 

 Example: APO/FPO/DPO

TIP

- For more details on how to Open Address Book, see Address Book and Create Labels section.

    

4       You may save a new address to the Address Book by clicking Save To Address Book (optional).

 

TIP

- For more details on how to Save To Address Book, see Address Book and Create Labels section.

    

5       Click Details expander and enter Package Information. Enter total weight of the package in pounds and ounces including packaging and shipping labels. Note: Your total unit weight should not exceed the package weight. Also, enter or select an Automated Export Compliance/Internal Tracking Number/Exemption.

 Example:

 

6     For CN22 Custom Forms, the Census Bureau sometimes requires that an Automated Export System (AES) Exemption be selected.  The AES/ITN/Exemption field will be enabled and marked with an * when required.  To provide AES information, click the SELECT button and select an AES from the Choose an Automated Export System (AES) Exemption dropdown.

 

 

 

 

Automated Export System (AES) Exemption


7       Click Items expander and add the various items to your package by entering a Description, Quantity, Unit Value, and Unit Weight, and clicking Add Item.  The item and subsequent added items will be display in the Item Content Box. Note: The maximum number of items that can be added to a CN22 form is 3 items.

 

TIP

- To Delete a Content Item, select the item in the items table, right-click to view context menu and select Delete Item or click Delete button

 

- To Modify a Content Item double-click an item in the items table, verify that content details populates in respective fields, and modify information. Prior to re-adding the modified item, user must delete original item record from item contents table

 

-Country of Origin and HS Tariff # are optional fields and are of use to Commercial Senders only.

 

 

 

 

8     Click View Package Summary expander to preview all entered information. You can also use this feature as you view the label form.

9     Click on the Click for More Information hyperlink. This link will display static customs information related to all customs labels.

10   Click the mailing restrictions, customs information, and mailer responsabilities (applicable and required only if printing postage)

11   Click Add to Cart to save the label to the shipping cart in order to print.

12   If you do not wish to print or save to the shipping cart, click on the clear all button.

 

TIP

- See Preferences for more details on how to immediately have new preferences take effect.


 

 

 

 

 

 

 

 

 

 

Create a Customs Form 2976A/CP72

1     Select Customs Form 2976A/CP72 from the Create Shipments navigation or the Shipping Overview navigation under Create-> Create New Shipments.

2       Edit the Sender Information by clicking Edit. This button will display the Address Book where a new Sender Address can be chosen or an       existing Sender Address can be modified.

 

From Section

 

TIP

- For more details on how to Edit Sender Information, see Address Book and Create Labels section.

 

-  For more details on how to pre-populate the Customs 2976A/CP72 form, see edit Preferences.

    

3     Click Recipient expander and enter Recipient Information. Either manually fill in the required fields in the Recipient Information or click Open Address Book.  Open Address Book will display the Address Book where the user can choose a previously saved address for the Recipient Information.  Only International addresses, APO/FPO/DPO addresses, or Possessions, Territories and Freely Associated States (PTFAS) addresses may be selected. NOTE: Possessions, Territories and Freely Associated States (PTFAS) addresses are listed as Domestic addresses.

 

TIP

- For users shipping to APO/FPO/DPO or US Possessions, Territories, and Freely Associated States, the “APO/FPO/DPO and PTFAS” Label can be used. This label combines all required domestic and customs form information.

 

 

 

     Example: International

TIP

- For more details on how to Open Address Book, see Address Book and Create Labels section.

    

4      You may save new addresses to the Address Book by clicking Save To Address Book (optional).

TIP

- For more details on how to Save To Address Book, see Address Book and Create Labels section.

 

5     Click Details expander and enter Package Information. Enter total weight of the package in pounds and ounces including packaging and shipping labels. Note: Your total unit weight should not exceed the package weight. Also, choose the delivery option you want if, for some reason, your package cannot be delivered; note that these may result in extra charges. Also, enter or select an Automated Export System (AES) Exemption or Internal Transaction Number (ITN).

 

6      For Customs Form 2976A/CP72, the Census Bureau sometimes requires either an Automated Export Compliance/Internal Tracking Number/Exemption.  The AES/ITN/Exemption field will be enabled and marked with an * when required.  To provide AES or ITN information, click the SELECT button.  Either select a commonly used AES or enter the ITN for the package, or mark the My Package Requires an Export License box and enter the ITN information.


 Automated Export System Exemption


Internal Transaction Number

 

 


7     Click Items expander and add the various items in your package by entering a Description, Quantity, Unit Value, and Unit Weight, and clicking Add Item.  The item and subsequent items added will be displayed in the Item Box. Note: The maximum number of items that can be added to a CP72 form is 30 items.

 

TIP

- To Delete a Content Item, select the item in the items table, right-click to view context menu and select Delete Item or click Delete Item button.

 

-  To Modify a Content Item double-click an item in the items table, verify that content details populates in respective fields, and modify information. Prior to re-adding the modified item, user must delete original item record from item contents table.

 

-Country of Origin and HS Tariff # are optional fields and are of use to Commercial Senders only.

 

 

 

 

8     Click View Package Summary expander to preview all entered information. You can also use this feature as you view the label form.

9     Click on the Click for More Information hyperlink. This link will display static customs information related to all customs labels.

10   Click the mailing restrictions, customs information, and mailer responsibilities (applicable and required only if printing postage).

11   Click Add to Cart to save the label to the shipping cart in order to print.

12   If you do not wish to add to cart, click the clear all button.

TIP

- See Preferences for more details on how to immediately have new preferences take effect.


 

 

 

 

 

 

 

 

 

 

 

Create an electronic Merchandise Return Service (MRS) Label

1     Click the Return label button on the lower navigation or the Shipping Overview navigation under Create-> Create New Shipments.

2     Click Retailer expander and enter your required Retailer Information. Either manually fill in the required fields in the Retailer Information or click Open Address Book.  Open Address Book will display the Address Book where the user can choose a previously saved address to populate the Retailer Information.  Only Retailer addresses may be selected.

 

TIP

- The Permit holder guarantees payment of the proper postage and fees on all returned merchandise return service (MRS) articles distributed under the permit holder's MRS permit number. Information about  MRS permits and related advance deposit accounts can be obtained at USPS.com, in DMM 505.3.0, or  from your local Post Office™.

    

3     Click Postage Due Unit expander and enter the required Postage Due Unit Information.  Either manually fill in the required fields in the Postage Due Unit Information or click Open Address Book.  Open Address Book will display the Address Book where the user can choose a previously saved address to populate the Postage Due Unit Information.  Only PDU addresses may be selected. The PDU (“POSTAGE DUE UNIT”) in the delivery address line includes the city, state, and ZIP Code™ of the postage due unit at the Post Office™ where the permit is authorized.

 

4     Click Customer expander and enter the required Customer Information requesting a parcel return.  This information will serve as the Return Address on the electronic Merchandise Return Service label.  If you wish to email the Return Label to your customer, be sure to enter the customer’s email address. Either manually fill in the required fields in the Customer Information or click Open Address Book.  Open Address Book will display the Address Book where the user can choose a previously saved address to populate the Customer Information.  Only Domestic or APO/FPO/DPO addresses may be selected.

5     Click Package Information expander and enter Package Information.

 

 

 

6     Click Options expander and enter any Label Options that you wish to appear on the electronic Merchandise Return Service label.  You may choose to enter an amount of insurance coverage desired, a package identification number, and a return merchandise authorization (RMA) number (to expedite your inbound returns processing).  The system will calculate the insurance fee and display it on the label based on the value of contents you have specified.  You may also choose to apply USPS Tracking®. Note: USPS Tracking® selected for electronic Merchandise Return Service labels is charged at the retail price for Package Services parcels. USPS Tracking® for Priority Mail and First-Class Package Service are at no additional charge.  . 

 

Use RMA # in Barcode checkbox and Label Format radio buttons have been added. If the user checks Use RMA # in Barcode, the RMA # would then be substituted for the Sequential Package ID in the label number (PIC). This option is only available to those mailers who have obtained and entered their unique Mailer ID during registration. The Label Format radio buttons allow any user the ability to print electronic Merchandise Return Service labels so that the Customer Address appears within the window of two different types of #10 window envelopes.

 

 

 

 

7     Click View Package Summary expander to preview all entered information. You can also use this feature as you view the label form.

**Insert screenshot of View Package Summary expander**

8     If you wish to email the Return Label to the customer, select the Email Label To Customer radio button and click Submit. If you wish to save the Return Label in order to store it for a later date, select the Save Label to Cart radio button and click Submit.

9     If you do not wish to email or save, click the clear all button.


Create an Open and Distribute™ Label

Note: Open and Distribute Label will not be enabled unless users have a MID (Mailer Identification) number assigned to their USPS® meter label solution application.  Also, a popup will open telling users to call ICCC if they attempt to access the Open and Distribute Label page without a MID number.

Note: Instructions on how to create a permit can be found at http://pe.usps.com/BusinessMail101?ViewName=PermitApplication

1     Select Open and Distribute Label from the Create Shipments navigation or the Shipping Overview navigation under Create-> Create New Shipments.

2     Edit the Sender Information by clicking Edit. This button will display the Address Book where an existing Sender Address can be modified or a new Sender Address can be chosen or added.

 

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- For more details on how to Edit Sender Information, see Address Book and Create Labels section.

 

- For more details on how to pre-populate the Open and Distribute form, see edit Preferences,

 

 

 

 

3     Click Recipient expander and enter Facility Information. Either manually fill in the required fields in the Facility Information or click Open Address Book.  Open Address Book will display the Address Book where the user can choose a previously saved address to populate the Facility Information.  Only Open and Distribute addresses may be selected.

 

         

Note: Select the destination Facility Type based on the mailing contents. If facility information is needed, click the Lookup Facility Address button and you will be directed to USPS® Facility Access and Shipment Tracking (FAST®) page. Follow the FAST® instructions that appear when you click the Lookup Facility Addresses button.    

 

This image represents the Facility Access and Shipment Tracking (FAST) web page on www.usps.com.

 

 

4     You may save new addresses to the Address Book by clicking Save To Address Book (optional). Open and Distribute addresses can only be used within the Open and Distribute label.

 

 

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- For more details on how to Save To Address Book, see Address Book and Create Labels section.

 

5     Click Details expander and enter Package Information. Enter total weight of the drop shipment package in pounds and ounces including packaging and shipping labels. Enter Ship Date, Ship From ZIP Code if different from sender ZIP Code, the mail class of the Open and Distribute drop shipment, and the mail class enclosed. If the mail class enclosed is not listed, choose Other and enter the appropriate text in the Explanation field.

6     Click Options expander and enter Package Options. If you wish to pay for postage through your Permit, enter the Permit Number here along with the ZIP Code™ where the permit is authorized. Check Separate Receipt to print the label and the receipt on separate pages.

7     Click View Package Summary expander to preview all entered information. You can also use this feature as you view the label form.

8     Click Calculate to obtain the price for the Open and Distribute™ package. Click Add to Cart for printing at a later time. Multiple Open and Distribute™ labels can be created at one time using the Number Of Unique Copies function.

9     From the Shipping Cart, Open and Distribute™ labels may be printed.  Open and Distribute™ labels can only be printed with other Open and Distribute™ labels.  When Printing an Open and Distribute™ label, the USPS® meter label solution application will automatically create and print a PS 5630 Form, Confirmation Services Certification.

 

 

Note: If you wish to assign multiple labels to the same PS Form 5630 you will need to select all labels you wish to associate in the Shipping Cart and then click the Print button.

Urgent Message:

- When you click the Print button in the Shipping Cart tab for Open and Distribute labels, an electronic file with label information is transmitted to the Postal Service. Once submitted, there are no means to retrieve the file or remove any of the labels or label information linked to the file. Please only print labels intended for use.

 

For detailed information and frequently asked questions surrounding the Open and Distribute service, please see Troubleshooting.



Create First-Class Mail® Letter Shipments

1     Select First-Class Mail® Letter from the Create Shipments navigation or the Shipping Overview navigation under Create->Create New Shipments.

2     Edit the Sender Information by clicking Edit. This button will display the Address Book where an existing Sender Address can be modified or a new Sender Address can be chosen or added.  A checkbox to Print the Sender Information for your print job is also available below the sender address.

 

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- For more details on how to Edit, see Address Book and Create Labels section.

 

- For more details on how to pre-populate the First-Class Mail®Letter, see edit Preferences.

 


3     Click Recipient (To) expander and enter Recipient Information. If you wish to manually fill in the required fields in the Recipient Information, do so.  You may save new addresses to the Address Book by clicking Save To Address Book before proceeding with entering package information. All domestic addresses will automatically be standardized to USPS® formatting standards upon performing this action.  Once this is complete, you can add the address to the print job by clicking Add To Job.

 

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- For more details on how to Save To Address Book, see Address Book and Create Labels section.

 

- Also, when you begin typing in the Full Name or a Short Name, matching full names or short names in the Address book will appear in a dropdown box. Select the correct Full Name or Short Name and click tab in order pre-populate the Recipient field with address information.

 

4     Click Details expander and enter Package Information. Enter the weight of the letter; select the service and container you wish to use and check the Non-Machinable checkbox if applicable. Note: All label stocks and envelopes offered in the Stock Type dropdown list are available to purchase from The Postal Store® (https://shop.usps.com).

 


5     Click Recipients expander and Select Recipients. If you do not wish to manually fill in the required fields in the Recipient Information, the Recipient section allows you to click the Open Address Book button.  Open Address Book will display the Address Book where the user can choose a previously saved address(es) for the Recipient Information.  Only domestic addresses may be selected.  The Remove Address From Job button will allow you to remove any address from the job.

 

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- For more details on how to Open Address Book, see Address Book and Create Labels section.

 


 

6     Click View Package Summary expander to preview all entered information. You can also use this feature as you view the label form.

7     Click Calculate in order to display the postage and service fees with the label you have created. If there is missing information, you will be prompted to correct error(s) and re-calculate to obtain prices.

 

8     Click Add to Cart to save the label to the shipping cart in order to print.

9     If you do not wish to save to the shipping cart, click clear all.


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- See Preferences for more details on how to immediately have new preferences take effect.

 

 

 

 

 

 

 

 

 

 

 

 

Create a Label Using the Express Checkout Functionality (Only for Domestic, International, APO/DPO/FPO & PTFAS labels, and Customs Forms)

1     Select the type of label you want to create from the Create Shipments navigation or the Shipping Overview navigation under Create-> Create New Shipments.

2     Enter recipient address, details about the shipment (including weight, Ship Date, etc.), any all other requested information on the page and click Express Check-Out.

3     The Express Checkout page displays asking you to select your payment method and indicating details of your shipment including total number of labels and total cost.

4     Select your payment method, agree to the Terms and Conditions and Hazmat Policy and click Print Labels. Verify the Print Wizard – Preparing Labels page will appear. IMPORTANT: 1) Only payment methods stored in your account preferences (see Preferences for instructions on how to store payment methods in account) will display as active for selection on the Thanks for Your Order page. 2) If an invalid meter is stored in your account preferences, a popup window will display instructing you to correct the meter information in Payment Option Preferences or select another payment method. 3) Check the “Please save my payment method as default for future use.” checkbox if you would like to save the payment method as default selection for future use.

 

 

 

 

 

 

 

5     Click Next. View the second page of the Print Wizard – Indicating enhanced print preferences.

 

 

6     Check Next. View the printer name selection page.

 

7     Click your printer name and click OK. A “Save the file as” window opens.

8     Enter a file name for the label and the location you would like it saved in and click Save. Navigate to the location you saved the label in and open the file – label displays correctly. View the Shipping History section and see the label you just printed.


 

 

 

Address Book Contacts and Create Label

Edit Sender Address

To edit information in current sender information: (IMPORTANT: When choosing a sender address, verify that a 10-digit numeric phone number has been entered as most of the labels will require a phone number when attempting to the print the label.)

1     Select any label option from the Create Shipments navigation.

2     Click Edit. The Address Book section will display.

3     Click Edit next to the address currently in the Sender information.

4     Make changes.

5     Click Save.

OR

To change sender information to an address stored in address book:

1   Click Edit. The Address Book section will display.

2   Select (i.e., highlight) a different Domestic address that should be inputted as the Sender Address.

3   Click Use Selected.

 

Open Address Book

1     On the Create Shipping Label screen, click Open Address Book.

2     Select (i.e., highlight) the address(es) that should be inputted as the Recipient Address.

3     Click Use Selected.

 

Save to Address Book

1     Enter the Recipient Information into Create Shipping Label screen.

2     Click Save to Address Book.


 

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-  A unique short name will automatically be created if no Short Name is entered, based on the Full Name and/or Company entered.

 

- All addressed added will be added to default group “Unassigned”.

 

- You cannot save addresses OFFLINE because all domestic addresses must be validated prior to being saved to the Address Book requiring communication with USPS®.

 

3     Click Save.

 


 

 

Chapter 8

 

Address Book


Chapter 8. Address Book

Getting Started

The Address Book allows you to add, edit, delete, bulk import/export addresses as well as manage addresses within groups.  The search functionality further allows you to quickly find addresses within the Address Book for use in the application.

 

Add an Address

1     Click on the Address Book section in the upper navigation. The Address Book selections shall appear. You can also Add New Address through the Shipping Overview navigation under Manage-> Manage and Update Address

2     Click on the Add New Address button to option.

3     To add a Domestic Address, leave the default Country as United States, and fill out all required fields.

4     Select one or more groups to assign the address (optional).

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- If no groups are checked or available, the address will automatically be placed as an Unassigned address.

- To create a new user defined group, refer to Add New Group section.

 

5     Click Save to save the new domestic address to the Address Book. Note: If you decide not to save the address, make sure to click the Cancel button to exit the Add a New Address section.

 

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- All domestic addresses are immediately validated against the USPS® Address Management database and standardized upon saving/editing or importing. No invalid domestic addresses will be allowed to be saved in the USPS® meter label solution Address book.

- The system will automatically create a Short Name for the address record if you do not provide one.  The Short Name is used as a unique identifier and cannot be duplicated.

 

 

6     To add an International Address, select a country other than the U.S., and fill out all of the required fields.

 

 

 

 

7     Click Save to save the new international address to the Address Book.

8     Facility addresses are to be used for Open and Distribute™ drop shipments. Users must use the Save to Address Book button directly from the Open and Distribute™ Create Shipping Label view to save facility addresses. Once saved to the address book, a user can edit the facility address from the Address Book.

9     Retailer and PDU (Postage Due Unit) are to be used for electronic Merchandise Return Service labels.  Users must use the Save to Address Book button directly from the Merchandise Return Service label view to save Retailer or PDU addresses.  Once saved to the address book, a user can edit the Retailer or PDU address from the Address Book.

Edit an Address

1     Click on the Address Book section in the upper navigation. The Address Book selections shall appear. You can also Add New Address through the Shipping Overview navigation under Manage-> Manage and Update Address

2     Click on the View All Addresses option from the menu.

3     Click on the Edit button under the Actions column for the address you want to edit.

4     View the Address Details panel with pre-populated information.

 

5     Modify the address information as desired.

6     To change the type of address record (domestic or international), simply change the selected Country.

7     Click Save to save the edited address to the Address Book or Cancel to discard changes.

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- All domestic addresses are immediately validated upon saving/editing or importing addresses. No invalid domestic addresses will be allowed to be saved in the USPS® meter label solution Address book.

 

- If the Country is grayed out, this indicates that the specific address that you are attempting to edit is currently being used as the Sender Address in the Create Shipping Label Tab. Since the Sender address can only be a domestic address, the country cannot be edited for this address until a new Sender Address is selected.

 

Delete an Address

1     Click on the Address Book section in the upper navigation. The Address Book selections shall appear. You can also Add New Address through the Shipping Overview navigation under Manage-> Manage and Update Address

2     Click on the View All Addresses button.

3     Use the checkboxes in the left most column to select the addresses you want to permanently delete.

4     Click the DELETE ADDRESS button to delete the addresses.

 

5     Click OK in the confirmation window. Note: Deleting an address will permanently delete an address from the application, regardless of how many groups the address may be a part of.

 

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- To simply remove an address from a specific group refer to Manage My Groups.

 

Add a New Group

1     Click on the Address Book section in the upper navigation. The Address Book selections shall appear. You can also Add New Address through the Shipping Overview navigation under Manage-> Manage and Update Address

2     Click on the View All Addresses button.

3     Use the checkboxes in the left most column to select the addresses you want to add to a new group. To select all addresses, click on the top most checkbox (in the table title row)

4     Click on the Add Group button.

 

 

5     Enter a group name and click Save.

6     View the new group in the Show drop-down. This dropdown allows you to filter your addresses based on user-defined groups. For more details on how to filter the address book, refer to View Addresses in a Specific Group section.

 

 

7     View the new group in the Groups selection box in the Address Details panel when adding/editing an address record (shown in Step 4 of the Edit an Address section above).

 

Delete a Group

1     Click on the Address Book section in the upper navigation. The Address Book selections shall appear. You can also Add New Address through the Shipping Overview navigation under Manage-> Manage and Update Address

2     Click on the View All Addresses button.

3     Select a Group from the Show drop-down menu to filter address book list.

 

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- Unassigned group cannot be deleted as this is the default group that addresses are added to when no specific group has been specified. In other words, ‘Unassigned’ represents those addresses that are not assigned to any specific group.

 

 

4     Click the delete group button to delete an existing group. IMPORTANT: This action DOES NOT permanently delete any addresses. In order to permanently Delete an Address, see Delete an Address section.

 

Scenario 1: If you have an address assigned to only one group, please note that by performing delete a group, the address will reset this address to unassigned, as it is not assigned to any user-defined groups.

 

Scenario 2: If you have an address assigned to more than one group, please note that by performing delete a group, the address will remain in the group that was not deleted.

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5     Click OK to confirm deletion.



Manage My Groups

The Manage Addresses section is particularly useful for managing a large number of addresses at one time.  However, users may also modify group assignments individually by accessing the address details panel for individual records via the Edit button.

 

Move an Address to Another Group

This feature allows users to remove addresses from one group and/or move them to a new group. This functionality should primarily be used when dealing with multiple addresses.

1     Click on the Address Book section in the upper navigation. The Address Book selections shall appear. You can also Add New Address through the Shipping Overview navigation under Manage-> Manage and Update Address

2     Click on the View All Addresses button.

3     Select a group from the Show drop-down menu to filter the address book by a specific group. For more details on how to filter the address book, refer to View Addresses in a Specific Group section.

4     Check one or more addresses within the group selected using the checkboxes on the left most column. To select all addresses, click on the top most checkbox (in the table title row). View the dropdowns for managing your addresses in the lower right-hand corner of the Address Book panel.

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5     Select Move to from the Select Action drop-down menu.

6     Select a group from the Address Group drop-down menu. IMPORTANT: Any address that is not assigned to a user-defined group is listed as an Unassigned Address. The selected address(es) will be removed from their group and listed as Unassigned if ‘Unassigned’ is selected in the Address Group dropdown.

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IMPORTANT: If you wish to simply remove an address from a particular group, click on the Edit button in the Address book and uncheck the group in which you wish to remove the address from. See Edit an Address section for more details


7     Click Go.

 

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- The selected address record now no longer exists in the group for which the table is filtered but does exist in the group selected in the Address Group drop-down menu. To verify, select the group name that the address was moved to in the Show dropdown box in the Address Book.

 

Add an Address to Another Group

This feature allows users to assign an address to multiple user-defined groups in the address book. Please note:  Address records cannot exist in a user-defined group AND in “Unassigned” addresses.  “Unassigned” is the default for address records not assigned to any other group?

1     Click on the Address Book section in the upper navigation. The Address Book selections shall appear. You can also Add New Address through the Shipping Overview navigation under Manage-> Manage and Update Address

2     Click on the View All Addresses button.

3     Select a group from the Show drop-down menu to display the addresses within that group. Note: A user-defined group does not include All Addresses or Unassigned.

4     Select one or more addresses from the group selected to add to an additional group by selecting the corresponding checkbox. To select all addresses, click on the top most checkbox (in the table title row). View the Manage Addresses section in the lower right-hand corner of the Address Book panel.

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5     Select Add to from Select Action drop-down menu.

6     Select a group from the Address Group drop-down menu.

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- Any address that is not assigned to a user-defined group is considered unassigned.  If an address is moved to Unassigned, the address will be removed from all groups that it was previously assigned to.

 

7     Click Go.

 

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- The selected address record now exists in the user defined group for which the table is filtered AND in the group selected in the Address Group drop-down menu.

 

View Addresses in a Specific Group

Show (i.e., filter) Addresses within a Group

1     Click on the Address Book section in the upper navigation. The Address Book selections shall appear. You can also Add New Address through the Shipping Overview navigation under Manage-> Manage and Update Address

2     Click on the View All Addresses button.

3     Select a group from the Show drop-down menu in order to view addresses in a specific group selected.

 

Search Address Book

Search Addresses

1     Click on the Address Book section in the upper navigation. The Address Book selections shall appear. You can also Add New Address through the Shipping Overview navigation under Manage-> Manage and Update Address

2     Click on the View All Addresses button.

3     Verify that the show dropdown displays a view of addresses in a specific group of the records you wish to conduct your search on.

4     Verify that ALL is selected under the Search For dropdown to ensure that ALL addresses within the selected group in the Show dropdown are displayed.

5     Enter a keyword in the Search For textbox.

6     Select a column name in the Field Name drop-down to specify a specific column to search.

7     Click Filter. Only addresses that match the search criteria will display in the Address Book table.

 

IMPORTANT: In order to clear the filter to view All Addresses, please conduct the following steps:

1   Clear out Search For text.

2   Select All Columns in Search dropdown.

3   Select All Addresses in the Show dropdown.

4   Select All link below the Search For box.

5   Click Go next to the All Columns dropdown.

 

Filter by Letter

1     Click on the Address Book section in the upper navigation. The Address Book selections shall appear. . You can also Add New Address through the Shipping Overview navigation under Manage-> Manage and Update Address

2     Click on the View All Addresses button.

3     Click a letter link to view all addresses with a Full Name that begins with that letter.

 

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- If a letter is disabled it means that there are no addresses in the address book where the Full Name begins with that letter.

 

 

Import Addresses

1     Click on the Address Book section in the upper navigation. The Address Book selections shall appear. You can also Add New Address through the Shipping Overview navigation under Manage-> Manage and Update Address

2     Click on the Import Addresses button.

3     Export your addresses from another application or create your own .csv file.

4     On the Address Import Wizard popup, you are able to choose to import CSV or Microsoft Access® formatted files.  Note: You can only store 25 imports at a time.  Go to the Preferences hyperlink to delete extra imports.

5     Once you have selected your data source type, click the Next button.

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6     On the Select Import File, select File Path using the Browse button.

a.    If you wish to add your imported addresses to an existing address group, please check on the address group checkbox.

7     Click the Next button. 

 

 

8     (Certain files types only) On the Select a mapping page, you may select to create a new or select an existing mapping for the import.  If you select a New Mapping, you must enter a mapping name.

a.    If you selected an Existing Import, the Select a mapping page will default to show the previously used mapping for the import.  You can still choose to create a new one or select a different existing mapping.

 

9     Click the Next button.

 

10   (Certain files types only) On the Mapping Page, you can align the CSV file column names with the USPS® meter label solution  application fields that match.  The USPS® meter label solution application will automatically match columns that have identical names to their respective Shipping Label Field.  You may also enter a value into the Default Value, which will fill any blank cell in that column with the default value.  Fields with Asterisks (*) are required.

a.    If you selected an Existing Mapping, the columns will be aligned as the Existing Mapping had them.  The columns are still editable.

11   Click the Next button.

12    View the import summary window, which details how many records were successful imported (added and/or overwritten)/and which address failed import.

 

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- If an address is imported with a duplicate Short Name as an address that currently exists in the application, the system will overwrite the existing address. The number of overwritten addresses will be displayed in the Import Summary window.

 

- All domestic addresses imported will be validated. Any invalid domestic addresses will NOT be imported into the Address Book. In order to identify which lines of your .csv file failed to import, see View Failed Import Address Section

 

13   Click the Finish button to return to the Address Book. Note: It is recommended to disable the ‘Enable Verbose Application Log’ checkbox once all import actions are completing for better performance.

 

View Failed Addresses

1     After the import process is complete, click on the Failed Records hyperlink. The Failed Records pop-up will appear.

This image represents the Failed Records page. The table has a row number column indicating the original row number that failed in the imported .csv file and an error column which details why a particular record failed. The following hyperlinks on the screen are: row number which, when clicked, displays the original address on the bottom half of the screen. The following buttons are on this screen: Export Error Details (text file), Export Failed Address (new .csv file), and close. 


2     To view the address related to each error on the screen, click on any of the row number hyperlinks.

 This image represents the Failed Records page. The table has a row number column indicating the original row number that failed in the imported .csv file and an error column which details why a particular record failed. The following hyperlinks on the screen are: row number which, when clicked, displays the original address on the bottom half of the screen. The following buttons are on this screen: Export Error Details (text file), Export Failed Address (new .csv file), and Close.

 

3a   To export the error log (a text file version of the errors on the screen) click on the Export Error Details button.

          Description: The Error Details allows you to easily identify which rows in your original .csv file failed, the reasons why they              failed, and the address information associated with each failed record.

a.    Enter in a name and a directory to save the error log and click Save.

b.    View confirmation pop-up that confirms that your error log has been written to a file. Click Close.

c.    Open error log in a text pad application to view details on which records failed

 

This image represents the look of the error log that can be exported from the Failed Records page. This file details the original row number, the reason why an address failed, and details regarding the particular address 

 

3b   To export ONLY failed address records into a NEW .csv file, click Export Failed Addresses.

          Description: The Export Failed Addresses allows you to easily create a new .csv file of ONLY failed addresses that you can work on to correct the missing information detailed on the screen and re-import easily into your Click-N-Ship®  for Business address book

a.    Enter in a name and directory to save the .csv file with exported addresses and click Save.

b.    View confirmation pop-up that confirms that your .csv file has been written to your desktop. Click Close.

c.    Open .csv file, correct errors and re-import.

This image represents the Failed Records page. The table has a row number column indicating the original row number that failed in the imported .csv file and an error column which details why a particular record failed. The following hyperlinks on the screen are: row number which, when clicked, displays the original address on the bottom half of the screen. The following buttons are on this screen: Export Error Log (text file), Export Failed Address (new .csv file), and Finished.

4     Click Close.

 

Export Addresses

1     Click on the Address Book section in the upper navigation. The Address Book selections shall appear. You can also Add New Address through the Shipping Overview navigation under Manage-> Manage and Update Address

2     Click on the Export Addresses button.

3     Click the Browse button to choose a file path for the exported file and type in the new file name for your exported desired address list.

4     Click Save File. Make sure the file path is displayed in the ‘Select a File Path’ text box.

5     In the Select Desired Address Group drop-down menu, select All Addresses or a specific address group to export records from a specific group.

6     Click the Export button to export the records into a .csv file.

 

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- If replacing an existing file, make sure the .csv file is not open upon trying to export addresses. The system will throw an error message if the file is in use.

- Exporting addresses is recommended prior to deleting addresses for archiving purposes. In order to delete addresses after archiving, refer to the Delete Address section for instructions.

- Open and Distribute facility addresses will not be exported by the USPS® meter label solution application.

 

7     Follow the chosen file path to view the .csv file containing the exported address records. All exported files can be re-imported into the application using the import instructions in the .csv format detailed in the Import Address section above. Note: As long as the Short Name remains the same, modifications to the export file will overwrite the original record upon re-importing.


 

 

 

 

Chapter 9

 

Shipping Cart


Chapter 9. Shipping Cart

In this introduction to shipping cart, you’ll learn how to do the following:

ONLINE connection status:

·      Print READY labels.

·      Print PENDING labels.

·      Close SCAN Form with this Shipment PENDING labels.

·      Save as Pending SCAN FORM PENDING labels.

·      Edit labels.

·      Update the Date the label will be printed.

OFFLINE connections status:

·      Edit labels.

 

Getting Started

The Shipping Cart provides a venue where labels and forms can be stored for printing at a later date. From the shipping cart, a user can preview a label, edit a label, and view errors on a label. Refer to the Detailed Description of Shipping Cart Status below for more information.

 

Detailed Description of Shipping Cart Status

In order to view ALL labels with the respective statuses below, take advantage of the Show dropdown on the upper right hand corner of the Shipping Cart which allows you to filter all records based on a specific status.

 

READY: Represents a label that is ready to be printed.

PENDING: Label has not been processed, print will validate label information.

      If a label is added to the Shipping Cart while the user is OFFLINE, the label will always be set to PENDING status. In order to successfully print labels in PENDING status, ONLINE status is required.

ERROR: Represents a label that has errors that need to be corrected prior to reprocessing and printing.

      Upon printing a PENDING label, the system will set the label to ERROR status if an error is encountered while processing the label.

 

For more information related to the Shipping Cart actions available, refer to the Shipping Cart Actions instructions below.

 

 


Shipping Cart Actions

 

 

 

 

Edit Label

1     Click on the Label tab on the upper right hand side of the application. The Shipping Cart side tab will display. You can also access the Shipping cart page through the Shipping Overview navigation under Manage-> Manage Pending Shipments.

2     Click the Edit button net to a label.


3     View the confirmation pop-up window, which explains that upon editing the label, the label will be removed from the shipping cart and re-populated in the label view for editing.  Click OK.

 

 

4     View the label page you wish to edit (based on the label type) with pre-populated information in the fields.

5     Modify the information as necessary.

6     Click the Add to Cart button to add the edited label back into the Shipping Cart.

 


Print Labels from Shipping Cart

1     Click on the Label tab on the upper right hand side of the application. The Shipping Cart side tab will display. You can also access the Shipping cart page through the Shipping Overview navigation under Manage-> Manage Pending Shipments.

2     Select the label you wish to print using the checkbox. IMPORTANT: Labels can only be printed when ONLINE.


3     Click Check-Out and Print. View the Print Wizard – Updating Postage rates.

 


4     Click Next. View the Thanks for Your Order page asking you to select your payment method and indicating details of your shipment including total number of labels and total cost.

5     If you wish to have a SCAN Form (PS Form 5630) included with your label, click on the Close SCAN Form with this Shipment checkbox. IMPORTANT: The Close SCAN Form with this Shipment checkbox will only be enabled if the following conditions are met:

a.    If one label is selected from the Shipping Cart:

                                     i.    The selected label is in the "Pending" state and

                                    ii.    The selected label is an "Open and Distribute" label and

                                            iii.     All selected labels have the same Ship Date and

                                            iv.     All labels must have the same Sender or Ship From ZIP Code

1.     If a label has a "Ship From" ZIP Code that will be used as the ZIP code

2.     If not, use the label's "Sender" ZIP Code.

b.     If two or more labels are selected from the Shipping Cart:

                                     i.    All selected labels are in the "Pending" state and

                                    ii.    All "Ship Dates" match and

                                  iii.    All ZIP Code™(s) match and

1.    If a label has a "Ship From" ZIP Code, match against that.

2.    If not, use the label's "Sender" ZIP Code.

                                   iv.    All selected labels are one of the following four types:

1.    Domestic.

2.    International.

3.    Customs Form 2976/CN22.

4.    Customs Form 2976A/CP72.

 

6     If you wish to save the label(s) in a Pending SCAN Form, click on the Save as Pending SCAN Form checkbox.

IMPORTANT: The Save to SCAN Form checkbox will only be enabled if the following conditions are met:

c.    If one label is selected from the Shipping Cart:

                                     i.    The selected label is in the "Pending" state and

                                    ii.    The selected label is an "Open and Distribute" label and

                                            iii.     All selected labels have the same Ship Date and

                                            iv.     All labels must have the same Sender or Ship From ZIP Code

1.     If a label has a "Ship From" ZIP Code that will be used as the ZIP code

2.     If not, use the label's "Sender" ZIP Code.

d.     If two or more labels are selected from the Shipping Cart:

                                     i.    All selected labels are in the "Pending" state and

                                    ii.    All "Ship Dates" match and

                                  iii.    All ZIP Code™(s) match and

1.    If a label has a "Ship From" ZIP Code, match against that.

2.    If not, use the label's "Sender" ZIP Code.

                                   iv.    All selected labels are one of the following four types:

1.    Domestic.

2.    International.

3.    Customs Form 2976/CN22.

4.    Customs Form 2976A/CP72.

 

TIP

- The “Save as Pending SCAN Form” checkbox will save SCAN Forms as Pending SCAN Form. This capability provides users the ability to manage and associate labels to a SCAN Form after labels have been printed and allow users to close out shipments at the end of the day. If the “Save as Pending SCAN Form” checkbox was not selected prior to printing, the labels can still be added to a Pending SCAN Form through the Shipping Dashboard.  For more information, See Create a New Pending SCAN Form.

 

7     Select your payment method, agree to the Terms and Conditions and Hazmat Policy and click Print Labels. Verify the Print Wizard – Preparing Labels page will appear. IMPORTANT: 1) Only payment methods stored in your account preferences (see Preferences for instructions on how to store payment methods in account) will display as active for selection on the payment method selection page. 2) If an invalid meter is stored in your account preferences, a popup window will display instructing you to correct the meter information in Preferences (Payment Options) or select another payment method. 3) Check the “Please save my payment method as default for future use.” checkbox if you would like to save the payment method as default selection for future use. 4) Click the “Print with Quick Report Summary” checkbox if you would like to print a Quick Report Summary.

 

TIP

- If any of the labels cannot be processed because they are in ERROR, a message will display asking whether or not you wish to continue processing all remaining labels. Once remaining labels are processed, the statuses of all the labels in the shipping cart will be updated. In the Label section, click on the ERROR status to view and fix the error.

 

8     Click Next. View the second page of the Print Wizard – Indicating enhanced print preferences.

 

9     Click Next. View the second page of the Print Wizard – Indicating enhanced print preferences.

a.    Print labels normally – This means that all labels selected will print back to back and include all pages (inc. separate receipt, if indicated, mailing instructions pages, etc.)

10   Check do not show checkbox if you do not wish to every print two 4x6 labels per page or print preview labels prior to printing. (optional)


 

TIP

- Once checking ‘do not show’ checkbox, users can always re-enable the ability to specify enhanced print preferences for each print job by going to Preferences link – General tab. 

 

11   Check Next. View either print preview dialog box or print dialog box.

a.    On the print preview dialog box, click the print icon on the top in order to complete print job.

b.    On the print dialog box, click the OK button in order to complete print job.

12   View the Shipping History section to see the list of shipping labels that successfully printed.

 

Delete From Shipping Cart

1     Click on the Label tab on the upper right hand side of the application. The Shipping Cart side tab will display. You can also access the Shipping cart page through the Shipping Overview navigation under Manage-> Manage Pending Shipments.

2     Check one or more labels for deletion.

 

TIP

- In order to quickly check one or more labels, see Shortcuts for more instructions.

 

3     Click Delete.


 

4     View Delete Shipping Cart record confirmation module. Click OK.


 

 

 

 

Chapter 10

 

Import Orders/Labels and Tracking Numbers


Chapter 10. Import Orders/Labels and Tracking Numbers

Import New Orders / Labels

1     Click the Import Orders button on the bottom navigation or the Shipping Overview navigation under Create-> Batch Process Orders.

2     Click on either Import from XML File, Import from CSV File, Import from Microsoft Access® or Import from eBay® options.  Note: You can only store 25 imports at a time.  Go to the Preferences hyperlink to delete extra imports if needed.

3     On the Select Import File, select a Label Import File Type, Data Source Name, and a File Path using the Browse button.

4     Click the Next button.  Note: For XML files, clicking NEXT navigates you to the Summary page, step 10.

5     (Certain files types only) On the Select a mapping page, you may select to create a new or select an existing mapping for the import.  If you select a New Mapping, you must enter a mapping name.

6     Click the Next button.


Domestic Example:

 


International Example:

7     On the Mapping Page, you can align the CSV or Microsoft Access® files column names with the USPS® meter label solution fields that match.  Shipping Assist will automatically match columns that have identical names to their respective Shipping Label Field.  You may also enter a value into the Default Value, which will fill any blank cell in that column with the default value.  Fields with Asterisks (*) are required.


8     Click the Next button.

 


9     The Import Summary page allows you to view a count of failed and successful labels, view All, Successful, and Failed labels, Fix/Modify labels, view the errors in failed labels, Save the Imported Labels by clicking Add to Cart.

  

a.    There is a count of the successful and failed label imports.  You can also change the Filter to view All Labels, Successful Labels, and Failed Labels.

b.   

    

c.    When a Failed label is highlighted, the system will list the errors for the label.

 

d.    To Modify a successful label or Fix a failed label, click the Modify or Fix button.  This will open a popup with the fields listed.  Edit the incorrect fields.  Fields that must be corrected are marked with red text.  Note: The system will not allow you to fix or modify a label if a field is left incorrect.

 

Domestic Example:

SNAGHTMLe14a7b

International Example:


e.    The Summary page also gives the option to Save the labels to the Shipping Cart.  Failed labels will not be printed or moved to the Shipping Cart.  Note: If USPS® meter label solution software is offline, the Print option will not be available.

 

Import eBay® Labels

1     Click the Import Orders button on the bottom navigation or the Shipping Overview navigation under Create-> Batch Process Orders.

2     Click on the Import from eBay® option.  Note: You can only store 25 imports at a time.  Go to the Preferences hyperlink to delete extra imports.

3     Once you have selected either a new or existing data source type, click the Next button.

4     On the Set Up Your eBay® Import screen, enter an Import Name as well as your eBay UserID.

5     Click the Next button.  Note: For existing imports, NEXT navigates you to the Summary page, step 11.

6     On the Set Up eBay® Access screen, click on the eBay® Authentication Page link.

7     On the Set Up eBay® Access screen, click on the eBay Authentication Page link.

8     Once the new pop-up appears, enter your eBay® User ID and Password.  Once this is complete, click on the Sign In button.

1

 

9     On the Link your eBay® account to United States Postal Service® screen, click on the I Agree button.

10   Click on the Close button on the confirmation pop-up.

11   On the Select Transactions to import screen, select the checkboxes of all of the labels you wish to import.

12   Click the Next button.

 

 

13   The Import Summary page allows you to view a count of failed and successful labels, view All, Successful, and Failed labels, Fix/Modify labels, view the errors in failed labels, Save the Imported Labels by clicking Add to Cart.

 

a.           There is a count of the successful and failed label imports.  You can also change the Filter to view All Labels, Successful Labels, and Failed Labels.

b.     

 

c.    When a Failed Label is highlighted, the system will list the errors for the label.

d.    To Modify a successful label or Fix a failed label, click the Modify or Fix button.  This will open a popup with the fields listed.  Edit the incorrect fields.  Fields that must be corrected are marked with red text.  Note: The system will not allow you to fix or modify a label if a field is left incorrect.

SNAGHTMLe14a7b

 

e.    The Summary page also gives the option to Save the labels to the Shipping Cart.  Failed labels will not be printed or moved to the Shipping Cart.  Note: If USPS® meter label solution software is offline, the Print option will not be available.

 

Import Existing Orders / Labels

1     Click the Import Orders button on the bottom navigation or the Shipping Overview navigation under Create-> Batch Process Orders.

2     Click the Use Existing Import option. 

3     Select which file you want to import from the Select Existing Data Source table


4     On the Select Import File the Data Source Name and File Path will be pre-populated, but editable.

 


5     Click the Next button.  Note: For XML files, clicking NEXT navigates you to the Summary page, step 10.

 

 

6     (Certain files types only) On the Select a mapping page, you may select to create a new or select an existing mapping for the import.  If you select a New Mapping, you must enter a mapping name

a.    If you selected an Existing Import, the Select a mapping page will default to show the previously used mapping for the import.  You can still choose to create a new one or select a different existing mapping.

7     Click the Next button.


Domestic Example:

 


International Example:

 

8     (Certain files types only) On the Mapping Page, you can align the CSV file column names with the USPS® meter label solution fields that match. USPS® meter label solution software will automatically match columns that have identical names to their respective Shipping Label Field.  You may also enter a value into the Default Value, which will fill any blank cell in that column with the default value.  Fields with Asterisks (*) are required.

9     If you selected an Existing Mapping, the columns will be aligned as the Existing Mapping had them.  The columns are still editable.

10   Click the Next button.

 


11   The Import Summary page allows you to view a count of failed and successful labels, view All, Successful, and Failed labels, Fix/Modify labels, view the errors in failed labels, Save the Imported Labels by clicking Add to Cart.

a.    There is a count of the successful and failed label imports.  You can also change the Filter to view All Labels, Successful Labels, and Failed Labels.

 

b.     

 

When a Failed label is highlighted, the system will list the errors for the label:

 

 

c.    To Modify a successful label or Fix a failed label, click the Modify or Fix button.  This will open a popup with the fields listed.  Edit the incorrect fields.  Fields that must be corrected are marked with red text.  Note: The system will not allow you to fix or modify a label if a field is left incorrect.

Domestic Example:

SNAGHTMLe14a7b


International Example:


d.    The Summary page also gives the option to Save the labels to the Shipping Cart.  Failed labels will not be printed or moved to the Shipping Cart.  Note: If USPS® meter label solution software is offline, the Print option will not be available.

 

Import Tracking Numbers

1     Click the USPS Tracking® button on the bottom navigation or the Shipping Overview navigation under Track. The Track & Confirm page displays.

 

2     Click the IMPORT button. The Tracking Number Import Wizard window opens.

 

3     Click the BROWSE… button and select the file you wish to import the tracking numbers from.


4     Click the Next button. The Import Summary window opens showing the progress and summary of the import.


5      Click on the Finish button. A popup window opens displaying the number of tracking number(s) added.

 

6     Click the OK button. The Track & Confirm page displays the imported tracking numbers and their status. MLS_TrackConfirm2


 

 

 

Chapter 11

 

Database Management


Chapter 11. Database Management

In this introduction to Database Management, users will learn how to configure a data source, how to edit that configuration, and the capabilities of the External Database Access homepage.

Getting Started

If a user has not selected a data source, the following table offers insight into various data sources.  After the user has selected a data source, proceed to the corresponding section.  Configuration steps of each data source are listed alphabetically.  

File Type

Description

Currently Supported?

Flat File

A database stored as an ordinary unstructured file.

.csv (comma separated values)

.XLSX, .XLS

Open XML spreadsheet file format used with Microsoft Excel.

Microsoft Excel

Relational Database

Collective set of multiple datasets organized by tables, records, and columns.

Microsoft Access, MySQL, SQL Server

 

First Time Configuration

 

When connecting a data source for the first time, the user will be directed through the following progression of pages: (1) External Database Connectivity, (2) Create or Use Existing External Database Mapping, (3) External Database Mapping, and (4) External Database Access. The graphic on the left side of the page will keep you informed as to where you are in the configuration process. 

Access

 

1     Click the Database Management button on the bottom navigation bar and select “Configure Data Source” from the pop-up context menu. This will navigate the user to the “External Database Connectivity” page.

 

2     On the “External Database Connectivity” page, click the Configure DSN button on the upper right portion of the page. This will navigate the user to the “ODBC Data Source Administrator (32-bit)” popup.

 

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3     On the “ODBC Data Source Administrator (32-bit)” popup, click the Add… button.  This will navigate the user to the “Create New Data Source” popup.

 

  

4     Select “Microsoft Access Driver (*.mdb, *.accdb)”.  If this driver does not appear, the user will need to download it.  The download is available here: https://www.microsoft.com/en-us/download/details.aspx?id=13255  

 

 

5     After selecting the appropriate driver, click the Finish button.

6     On the “ODCB Microsoft Access Setup” popup, name your data source in the “Data Source Name:” textbox. Click the Select… button located on the left side toward the middle of the popup, which will navigate the user to the “Select Database” popup. 

7     On the “Select Database” popup, navigate to the desired Access file. Click the OK button. This will navigate the user back to the “ODBC Data Source Administrator (32-bit)” window. 

8     On the “ODBC Data Source Administrator (32-bit)” window, click the OK button. This will close the ODBC Data Sources administrator and navigate the user back to the “External Database Connectivity” page.

 

9     On the “External Database Connectivity” page, type the data source name from step 6 in the “*Data Source Name:” textbox. If the database has a username and password associated with it, enter each within their respective fields. CAUTION: Most Access databases, even if password protected, do not have a username.  As such, the user should only enter the password before proceeding to step 10.

10   Click the Connect button in the lower right corner of the page. A successful connection will prompt a confirmation stating, “Connection Successful. Select a Database below.”

11   Select a database from the “Select a Database” dropdown in the lower left corner of the page. Click the Next button.  This will navigate the user to the “Create or Use an Existing External Database Mapping” page.

 

 

 

12   On the “Create or Use Existing External Database Mapping” page, name the mapping by typing it in the “Name:’ textbox.  Click the Create Mapping button in the lower right corner of the page. This will navigate the user to the External Database Mapping page.

 

 

13   On the External Database Mapping page, select the appropriate table from the Available External Database Tables dropdown.  The list grid will populate with fields from the connected data source.

14   If a user would like to define a primary key, highlight the appropriate field in from the “Available External Database Fields” list grid.  After highlighting the field, click the Define Primary Key button.

 

 

 

15   If a user would like to map multiple fields at once, click the Auto-Map Fields button. This process saves the user time by mapping Available External Database Fields to similarly named Available Fields.

 

 

16   If a user would like to map fields individually, select a field from the Available External Database Fields list grid, select an associated field from the Available Fields list grid, and click the Map Fields button.

 

 

 

17   If a user would like to delete a mapping, select a mapping from the Configured Mappings data grid and click the Remove Mapping(s) button. A user can also delete all mappings by clicking the Remove All button. This will remove the mapping(s) from the configured mappings and re-populate the fields in their respective list grids.

 

 

18   After mapping has been completed, click the Next button in the lower right corner of the page. This will navigate the user to the External Database Access page.

 

 

19   On the External Database Access page, users can search their database, allowing them to auto-populate various label types.

20   To search for a customer, begin typing their name in the “Search Database:” textbox.  From the indexed dropdown, select that customer. 

 

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21   Upon selecting the customer, their shipping information will populate the External Database Contact section in the upper left portion of the page.  If that same contact is also within the MLS Address Book, it will populate the Address Book section on the right side of the page.

22   To track that customer’s shipments, click a tracking number from the list grid on the lower half of the page.

23   To populate a label, select the desired label type from the “Select Label” dropdown.  This will navigate the user to that label type with the auto-populated shipping information for the customer.

 

CSV

 

1     Click the Database Management button on the bottom navigation bar and select “Configure Data Source” from the pop-up context menu. This will navigate the user to the “External Database Connectivity” page.

2     On the “External Database Connectivity” page, click the Configure DSN button on the upper right portion of the page. This will navigate the user to the “ODBC Data Source Administrator (32-bit)” popup.

 

 

3     On the “ODBC Data Source Administrator (32-bit)” popup, click the Add… button.  This will navigate the user to the “Create New Data Source” popup. 

 

4     On the “Create New Data Source” popup, select “Microsoft Access Text Driver (*.csv, *.txt)”.  If this driver does not appear, the user will need to download it.  The download is available here: https://www.microsoft.com/en-us/download/details.aspx?id=13255  

5     Click the Select Directory… button in the middle of the “ODBC Text Setup” popup. This will navigate the user to the “Select Directory” popup.     

6     In the “Select Directory” popup, select the appropriate directory within the list grid on the right. The user will need to name the file and click the OK button. This will take the user back to the ODBC Text Setup window.

7     Click the OK button. This will navigate the user back to the “ODBC Data Source Administrator (32-bit)” window. 

8     On the “ODBC Data Source Administrator (32-bit)” window, click the OK button. This will close the ODBC Data Sources administrator and navigate the user back to the “External Database Connectivity” page.

9     On the “External Database Connectivity” page, type the data source name from step 6 in the “*Data Source Name:” textbox. Click the Connect button in the lower right corner of the page. A successful connection will prompt a confirmation stating, “Connection Successful. Select a Database below.”

10   Select a database from the “Select a Database” dropdown in the lower left corner of the page. Click the Next button.  This will navigate the user to the “Create or Use an Existing External Database Mapping” page.

10BA

 

10AA

 

11   On the “Create or Use Existing External Database Mapping” page, name your mapping by typing it in the “Name:’ textbox.  Click the Create Mapping button in the lower right corner of the page. This will navigate the user to the External Database Mapping page.

 

 

12   On the External Database Mapping page, select the appropriate table from the Available ODBC Database dropdown.  The list grid will populate with fields from the connected data source.

13   If a user would like to define a primary key, highlight the appropriate field in the ODBC list grid.  After highlighting the field, click the Define Primary Key button.

13BA

 

13AA

 

12A

 

14   If a user would like to map multiple fields at once, click the Auto-Map Fields button. This process saves the user time by mapping ODBC fields to similarly named MLS fields.

 

15   If a user would like to map fields individually, select a field from the ODBC fields list grid, select an associated field from the MLS fields list grid, and click the Map Fields button.

15C

A

 

15BA

 

15AA

 

16   If a user would like to delete a mapping, select a mapping from the Configured Mappings data grid and click the Remove Mapping(s) button. A user can also delete all mappings by clicking the Remove All button. This will remove the mapping(s) from the configured mappings and re-populate the fields in their respective list grids.

17   After mapping has been completed, click the Next button in the lower right corner of the page. This will navigate the user to the External Database Access page.

 

 

18   On the External Database Access page, users can search their database, allowing them to auto-populate various label types.

19   To search for a customer, begin typing their name in the “Search Database:” textbox.  From the indexed dropdown, select that customer.  Upon selecting the customer, their shipping information will populate the External Database Contact section in the upper left portion of the page.  If that same contact is also within the MLS Address Book, it will populate the Address Book Contact in the upper right portion of the page.

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20   To track that customer’s shipments, click a tracking number from the list grid on the lower half of the page.

21   To populate a label, select the desired label type from the “Select Label” dropdown.  This will navigate the user to that label type with the auto-populated shipping information for the customer.

21A

 

20A

 
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Excel

 

1     Click the Database Management button on the bottom navigation bar and select “Configure Data Source” from the pop-up context menu. This will navigate the user to the “External Database Connectivity” page. A screenshot of a social media post

Description generated with very high confidence

 

2     On the “External Database Connectivity” page, click the Configure DSN button on the upper right portion of the page. This will navigate the user to the “ODBC Data Source Administrator (32-bit)” popup.

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3     On the “ODBC Data Source Administrator (32-bit)” popup, click the Add… button.  This will navigate the user to the “Create New Data Source” popup.

A screenshot of a computer screen

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4     Select “Microsoft Excel Driver (*.xls, *.xlsx, *.xlsm, *.xlsb)”.  If this driver does not appear, the user will need to download it.  The download is available here: https://www.microsoft.com/en-us/download/details.aspx?id=13255

5     On the “ODCB Microsoft Excel Setup” popup, name your data source in the “Data Source Name:” textbox. Click the Select Workbook… button to select the appropriate workbook. 

6     Click the OK button. This will navigate the user back to the “ODBC Data Source Administrator (32-bit)” window. 

7     On the “ODBC Data Source Administrator (32-bit)” window, click the OK button. This will close the ODBC Data Sources administrator and navigate the user back to the “External Database Connectivity” page. 

8     On the “External Database Connectivity” page, type the data source name from step 5 in the “*Data Source Name:” textbox.

9     Click the Connect button in the lower right corner of the page. A successful connection will prompt a confirmation stating, “Connection Successful. Select a Database below.”

10   Select a database from the “Select a Database” dropdown in the lower left corner of the page. Click the Next button.  This will navigate the user to the “Create or Use an Existing External Database Mapping” page.

10A

A

 

10BA

 
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11   On the “Create or Use Existing External Database Mapping” page, name your mapping by typing it in the “Name:’ textbox.  Click the Create Mapping button in the lower right corner of the page. This will navigate the user to the External Database Mapping page.

11AA

 

11BA

 
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12   On the External Database Mapping page, select the appropriate table from the Available External Database Tables dropdown. The list grid will populate with fields from the connected data source.

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13   If a user would like to define a primary key, highlight the appropriate field in the Available External Database Fields grid.  After highlighting the field, click the Define Primary Key button.

13AA

 

13BA

 
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14   If a user would like to map multiple fields at once, click the Auto-Map Fields button. This process saves the user time by mapping External Database Fields to similarly named Available Fields.

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15   If a user would like to map fields individually, select a field from the ODBC fields list grid, select an associated field from the MLS fields list grid, and click the Map Fields button.

14CA

 

14BA

 

14AA

 
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16   If a user would like to delete a mapping, select a mapping from the Configured Mappings data grid and click the Remove Mapping(s) button. A user can also delete all mappings by clicking the Remove All button. This will remove the mapping(s) from the configured mappings and re-populate the fields in their respective list grids.

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17   After mapping has been completed, click the Next button in the lower right corner of the page. This will navigate the user to the External Database Access page.

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18   On the External Database Access page, users can search their database, allowing them to auto-populate various label types.

19   To search for a customer, begin typing their name in the “Search Database:” textbox.  From the indexed dropdown, select that customer. 

A screenshot of a social media post

Description generated with very high confidence

20   Upon selecting the customer, their shipping information will populate the External Database Contact section in the upper left portion of the page.  If that same contact is also within the MLS Address Book, it will populate the Address Book Contact in the upper right portion of the page.

A screenshot of a computer

Description generated with very high confidence

21   To track that customer’s shipments, click a tracking number from the list grid on the lower half of the page.

22   To populate a label, select the desired label type from the “Select Label” dropdown.  This will navigate the user to that label type with the auto-populated shipping information for the customer.

23A

 

22A

 
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MySQL

 

1     Click the Database Management button on the bottom navigation bar and select “Configure Data Source” from the pop-up context menu. This will navigate the user to the “External Database Connectivity” page.

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2     On the “External Database Connectivity” page, click the Configure DSN button on the upper right portion of the page. This will navigate the user to the “ODBC Data Source Administrator (32-bit)” popup. 

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3     On the “ODBC Data Source Administrator (32-bit)” popup, click the Add… button.  This will navigate the user to the “Create New Data Source” popup.

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4     Select “MySQL ODBC 5.3 ANSI Driver”.  If this driver does not appear, the user will need to download it.  The download is available here: https://dev.mysql.com/downloads/connector/odbc/5.1.html

5     After selecting the driver, click the Finish button.

5A

 

4A

 
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6     On the “MySQL Connector/ODBC Data Source Configuration” popup, name your data source in the “Data Source Name:” textbox.

7     Ensure the “TCP/IP Server:” radio button is selected.  This should be the default. 

 

8     Enter the username and password. The username and password are those you have set within MySQL. From the Database dropdown, select the desired database.  Click the Test button. A popup will confirm a successful connection.       

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9     On the “ODBC Data Source Administrator (32-bit)” window, click the OK button. This will close the ODBC Data Sources administrator and navigate the user back to the “External Database Connectivity” page.

 

10   On the “External Database Connectivity” page, type the data source name from step 1 in the “*Data Source Name:” textbox. Click the Connect button in the lower right corner of the page. A successful connection will prompt a confirmation stating, “Connection Successful. Select a Database below.”

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11   Select a database from the “Select a Database” dropdown in the lower left corner of the page. Click the Next button.  This will navigate the user to the “Create or Use an Existing External Database Mapping” page.

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12   On the “Create or Use Existing External Database Mapping” page, name your mapping by typing it in the “Name:’ textbox.  Click the Create Mapping button in the lower right corner of the page. This will navigate the user to the External Database Mapping page.

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13   On the External Database Mapping page, select the appropriate table from the Available External Database Tables dropdown. The list grid will populate with fields from the connected data source.

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14   If a user would like to define a primary key, highlight the appropriate field in the Available External Database Fields grid.  After highlighting the field, click the Define Primary Key button.

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15   If a user would like to map multiple fields at once, click the Auto-Map Fields button. This process saves the user time by mapping Available External Database Fields to similarly named Available Fields.

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16   If a user would like to map fields individually, select a field from the Available External Database Fields list grid, select an associated field from the Available Fields list grid, and click the Map Fields button.

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17   If a user would like to delete a mapping, select a mapping from the Configured Mappings data grid and click the Remove Mapping(s) button. A user can also delete all mappings by clicking the Remove All button. This will remove the mapping(s) from the configured mappings and re-populate the fields in their respective list grids.

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18   After mapping has been completed, click the Next button in the lower right corner of the page. This will navigate the user to the External Database Access page.

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19   On the External Database Access page, users can search their database, allowing them to auto-populate various label types.

20   To search for a customer, begin typing their name in the “Search Database:” textbox.  From the indexed dropdown, select that customer. 

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21   Upon selecting the customer, their shipping information will populate the External Database Contact section in the upper left portion of the page.  If that same contact is also within the MLS Address Book, it will populate the Address Book Contact in the upper right portion of the page.

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22   To track that customer’s shipments, click a tracking number from the list grid on the lower half of the page.

23   To populate a label, select the desired label type from the “Select Label” dropdown.  This will navigate the user to that label type with the auto-populated shipping information for the customer.

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SQL Server

 

1     Click the Database Management button on the bottom navigation bar and select “Configure Data Source” from the pop-up context menu. This will navigate the user to the “External Database Connectivity” page.

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2     On the “External Database Connectivity” page, click the Configure DSN button on the upper right portion of the page. This will navigate the user to the “ODBC Data Source Administrator (32-bit)” popup.

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3     On the “ODBC Data Source Administrator (32-bit)” popup, click the Add… button.  This will navigate the user to the “Create New Data Source” popup. 

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4     Select “SQL Server Native Client 11.0”. The driver should be installed with the installation of SQL Server.  However, if you need to download the driver, it is available here: https://docs.microsoft.com/en-us/sql/connect/odbc/microsoft-odbc-driver-for-sql-server.

5     After selecting the driver, click the Finish button. This will navigate the user to the “Create a New Data Source to SQL Server” popup.                   

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6     In the “Create a New Data Source to SQL Server” popup, name your data source in the “Name:” textbox.  In the “Server:” textbox, type in your server name, which will be found in Microsoft SQL Server Management Studio’s Object Explorer as pictured in the red box below:

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7     Click “Finish”.  This will navigate the user to the “ODBC Microsoft SQL Server Setup” popup.

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8     On the “ODBC Microsoft SQL Server Setup” popup, click test data source. Click “OK”. This will close the popup and navigate the user back to the “ODBC Data Source Administrator (32-bit)” window.

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9     On the “ODBC Data Source Administrator (32-bit)” window, click the OK button. This will close the ODBC Data Sources administrator and navigate the user back to the “External Database Connectivity” page.

10   On the “External Database Connectivity” page, type the data source name from step 6 in the “*Data Source Name:” textbox. Click the Connect button in the lower right corner of the page. A successful connection will prompt a confirmation stating, “Connection Successful. Select a Database below.”

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11   Select a database from the “Select a Database” dropdown in the lower left corner of the page. Click the Next button.  This will navigate the user to the “Create or Use an Existing External Database Mapping” page.

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12   On the “Create or Use Existing External Database Mapping” page, name your mapping by typing it in the “Name:’ textbox.  Click the Create Mapping button in the lower right corner of the page. This will navigate the user to the External Database Mapping page.                   

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13   On the External Database Mapping page, select the appropriate table from the Available External Database Tables dropdown.  The list grid will populate with fields from the connected data source.

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14   If a user would like to define a primary key, highlight the appropriate field in the Available External Database Fields listgrid.  After highlighting the field, click the Define Primary Key button.

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15   If a user would like to map multiple fields at once, click the Auto-Map Fields button. This process saves the user time by mapping Available External Database Fields to similarly named Available Fields.

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16   If a user would like to map fields individually, select a field from the Available External Database Fieldslist grid, select an associated field from the Available Fields list grid, and click the Map Fields button.

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17   If a user would like to delete a mapping, select a mapping from the Configured Mappings data grid and click the Remove Mapping(s) button. A user can also delete all mappings by clicking the Remove All button. This will remove the mapping(s) from the configured mappings and re-populate the fields in their respective list grids.

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18   After mapping has been completed, click the Next button in the lower right corner of the page. This will navigate the user to the External Database Access page.

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19   On the External Database Access page, users can search their database, allowing them to auto-populate various label types.

20   To search for a customer, begin typing their name in the “Search Database:” textbox.  From the indexed dropdown, select that customer. 

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21   Upon selecting the customer, their shipping information will populate the External Database Contact section in the upper left portion of the page.  If that same contact is also within the MLS Address Book, it will populate the Address Book Contact in the upper right portion of the page.

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22   To track that customer’s shipments, click a tracking number from the list grid on the lower half of the page.

23   To populate a label, select the desired label type from the “Select Label” dropdown.  This will navigate the user to that label type with the auto-populated shipping information for the customer.

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Reconnecting or Editing a Configured Data Source

Once a user has completed a configuration it is accessible upon restarting the application.  The user will need to complete the following steps. 

 

1     Click the Database Management button on the bottom navigation bar and select “Configure Data Source” from the pop-up context menu.  This will navigate the user to the “External Database Connectivity” page. 

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2      Select a Data Source on the bottom half of the page under the “Connect to An Existing Data Source” section.  Once selected, the user should click “Connect”. 

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3     After connecting to the data source, select the desired database from the dropdown on the left side.  Click Next.  This will navigate the user to the Create or Use Existing External Database Mapping page.

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4     On the Create or Use Existing External Database Mapping page, select the Mapping.  Click Edit Mapping.

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5     This will navigate the user to the External Database Mapping Page.  If a user would like to edit mappings, it can be done here.  Otherwise, click Next to proceed to the External Database Access page.

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6     The user will be able to search the external database, track customer information, and auto-populate labels from the page.

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Chapter 12

 

Shipping History


Chapter 12. Shipping History

In this introduction to Shipping History, you’ll learn how to do the following:

ONLINE connection status:

·      Recreate previously printed Label or Form.

·      Create electronic MRS Label (applies to domestic, APO/FPO/DPO and Possessions, Territories and Freely Associated States (PTFAS), or First-Class Mail® Letter labels only).

·      Reprint a PS Form 5630, Confirmation Services Certification

·      Delete printed labels.

·      Check Status of Packages.

·      Filter Labels in Shipping History table based on general tracking status.

·      Search Shipping History.

OFFLINE connections status:

 

Getting Started

The Shipping History page shows you all labels and forms that have been printed within the USPS® meter label solution application, based on the user selected purge history information. It allows you to recreate previously printed labels/forms (with a new label/receipt number), create Electronic Merchandise Return Service labels, pay for and re-print labels, and track the status of shipments. In addition, you can schedule free Package Pickup requests for package(s) that were printed via USPS® meter label solution software. By default, each row in the Shipping History table displays a summary view of a printed label. To view detailed information about a label, click on DETAILS under the Expand column for that label.

 

Search

1     Click on Package Management button on the bottom navigation and select Shipping History or the Shipping Overview navigation under View-> View Shipping Activity.

2     Enter search criteria in the Search for textbox.

 

3     Select a specific column from the in dropdown to search within (optional).

4     Click Filter. The Filter popup window opens displaying the Show and Sort by dropdowns. Note: To clear the search click Clear.

 

Advanced Filtering

1     Click on the Advanced Filtering link. The Shipment Filtering Options popup window will display.

 

 

2     Enter search criteria in the Search for textbox.

3     Select a specific column from the In dropdown to search within (optional)

4     In the Show dropdown, select a specific group (based on tracking status) that you want to filter by. In the Sort by dropdown, select the option that you want the filtering results to be sorted by.

5     Click FILTER to apply the filtering option selections and return the results. The popup window will close. Note: To clear all filter and sort options (including any existing filtering prior to the Advanced Filtering link being clicked), click Clear. To close the popup without changing any existing filtering, click Cancel.

 

Check Status of Packages

1     Click on Package Management button on the bottom navigation and select Shipping History or the Shipping Overview navigation under View-> View Shipping Activity.

2     Click on the hyperlinked tracking number under the Status column.

3     User will be navigated to the USPS Tracking® Results web page where the detailed package status is displayed.

 

IMPORTANT: the time at which the status was last updated is indicated by the “Tracking status last updated:” line located towards the bottom of the Shipping History page.

 

Display Labels for a Specific Status

1     Click on Package Management button on the bottom navigation and select Shipping History or the Shipping Overview navigation under View-> View Shipping Activity.

2     Select a status from the Show dropdown in order to display labels based on a specific status the Shipping History table. Note: Verify that Search is clear if you wish to view all labels in a particular status.  Statuses include the following below:

 

LABEL PRINTED: This represents a label that has been printed but whose package label information has not been transferred to USPS®. Once the tracking number has been acknowledged by the USPS® mailing system, you will notice that the status column for a particular record will change to ELECTRONIC SHIPPING INFO RECEIVED. Although the detailed status has changed, the label will still display when filtering the Shipping History table by LABEL PRINTED, as the package has still not been transferred to USPS®.

 

PRE-SHIPMENT: This represents all Product Tracking System (PTS) scan event status that imply that a package has been provided to the Postal Service but the package has not yet been processed through the USPS network. For more details regarding the delivery, refer to the view track details instructions.Delivered

 

ACCEPTED: This represents all PTS scan event status that imply that a package has been physically tendered to the Postal Service.  For more details regarding the delivery, refer to the view track details instructions.

         

IN-TRANSIT: This represents all PTS scan event status that imply that a package is on the move to its final destination. For more details regarding where specifically a package is within the system, refer to the view track details instructions.

 

ALERTS: This represents all PTS scan event status that imply that there is an issue or a delay in the shipment of the package. For more details regarding the delivery, refer to the view track details instructions.

         

DELIVERED: This represents all PTS scan event status that imply that a package has successfully reached its final destination. For more details regarding the delivery, refer to the view track details instructions.

         

 

Reship / Recreate Label

Assumption: A label has already been printed via the Create Shipping Label view or via Shipping Cart. For further instructions on how to add a label to the shipping cart, refer to Create Shipping Label section.

1     Click on Package Management button on the bottom navigation and select Shipping History or the Shipping Overview navigation under View-> View Shipping Activity.

2     Click on the Select Action dropdown from the ACTIONS column and select Ship Again.

3     All information that was detailed in the printed label is transferred into the respective label page. Note: New PIC and new price will be attained for this label.

 

Reprint a Label

Note: Applies to labels that have already been printed using e-VS® as payment method.

1     Click on Package Management button on the bottom navigation and select Shipping History or the Shipping Overview navigation under View-> View Shipping Activity.

2     Select the label(s) you would like to reprint by clicking the checkboxes.

3     Click on the REPRINT button located towards the bottom of the page and follow the steps until the end to reprint the label.

 

Re-Create PS Form 5630, Confirmation Services Certification, (SCAN Form)

IMPORTANT: PS Form 5630 is required for all Open and Distribute™ shipments.

1     Click on Package Management button on the bottom navigation and select Shipping History or the Shipping Overview navigation under View-> View Shipping Activity.

2     Click on an Open and Distribute™ label or label printed with a SCAN Form .

3     Right click the label or Click on the “Select Action” drop down menu.

4       Click Reprint SCAN Form.

 

Create Electronic Merchandise Return Service (MRS) Label

IMPORTANT: A MRS permit account and an advance deposit account must be established to pay return postage using merchandise return service. Contact your local Post Office for more information. Assumption: A domestic label has already been created and you have a MRS Permit Number with USPS®. For further instructions on how to add a domestic label to the shipping cart, refer to Create Shipping Label section.

1   Click on Package Management button on the bottom navigation and select Shipping History or the Shipping Overview navigation under View-> View Shipping Activity.

2   Click on the Action column and select Create MRS label.

3   All information that was detailed in the domestic label is transferred into an electronic MRS form for printing/emailing. The original label will NOT be removed from the Shipping History table.

 

Delete Printed Labels

1     Click on Package Management button on the bottom navigation and select Shipping History or the Shipping Overview navigation under View-> View Shipping Activity.

2     Select one or more labels using the checkboxes on the left most end of the page.

3     Click Delete or right click to view context menu and click Delete package record(s). The record(s) will be permanently removed from the Shipping History table.

 

 

Export Shipping History

1     Click on Package Management button on the bottom navigation and select Shipping History or the Shipping Overview navigation under View-> View Shipping Activity.

2     Select one or more labels using the checkboxes on the left most end of the page.

3     Click Export and choose a file path and file  name for the export

4     Click Continue and select the columns that you wish to be included in the export

5     Click Export and when the export has successfully completed, click Finish

TIP

- Users can save a default selection of the columns they wish to export. This is done by selecting “Save as Default” on the Review Shipping History Export screen. The next time the user exports their shipping history, their default column selections will be

 

Return Label Tracking Numbers to eBay

1     Click on Package Management button on the bottom navigation and select Shipping History or the Shipping Overview navigation under View-> View Shipping Activity.

2     Check the checkbox of all of the eBay® labels you want to update.

3     Click on UPDATE EBAY® button.

4     Check the checkbox of all of the eBay® labels you want to update.

5     Click on UPDATE button.


 

 

 

 

 

 

 

 

 

 

 

Chapter 13

 

User Reporting


Chapter 13. User Reporting

In this chapter you will learn how to create reports on labels created using CNSB. This functionality allows you to apply various filters such that your report contains only the data you need.

In order to generate a report, you may navigate to the Shipping History page and click CREATE A REPORT. You may also select the Create a Report option from the Shipping Tools menu or the Shipping Overview navigation under View-> View Available Shipping Tools. These options are shown on the figures below.

 

When you click the CREATE A REPORT button from the Shipping History page or select the Create a Report option from either the Shipping Tools menu or the Shipping Overview navigation under View-> View Available Shipping Tools, a Generate Report page opens displaying various options for customizing the report you want. The figure below shows the Generate Report page.


Customizing Your Report:

The Select Reports section on the Generate Report page allows you to select the types of reports you would like to generate. For a description of each type of report, click on the View Report Descriptions link.

 


You may also apply various types of filters to limit the information in the report only to what you need. The “Select a period” dropdown allows you to specify how far back in the past you want the data to be from (e.g. the past 6 months). You may also enter custom date ranges by checking the “Select a specific date range” checkbox and entering past dates in the “From” and “To” boxes.

You may further filter the report by various criteria listed as links in the Advanced Filtering Options list under the Report Filtering section. The options are: by label type(s), by shipping service(s), by price, by payment type(s), and by content type(s). You may click on these options and specify your selection in the pop-up window that opens.

 


Filtering by Label Type:

When you click on the “By Label Type(s)” link, the pop-up window below opens displaying checkboxes for the various label types you may select as filtering criteria. The label types are organized in three categories: Domestic Labels, Global Labels/Forms, and Other Label Types.

 

 


Filtering by Shipping Service(s):

When you click on the “By Shipping Service(s)” link, the pop-up window below opens displaying checkboxes for the various shipping service(s) you may select as filtering criteria. The checkboxes are organized in three categories: Products, Services, and Package Type.

 

 

 


Filtering by Price:

When you click on the “By Price” link, the pop-up window below opens displaying a dropdown that allows you to select the cost of shipping. The “Retail” checkbox allows you to specify if it was cost was retail price. You may also enter a custom price range by entering a minimum and maximum value in the Minimum and Maximum fields, respectively.

 

 

 


Filtering by Payment Type:

When you click on the “By Payment Type” link, the pop-up window below opens displaying checkboxes for the various payment types you may select as filtering criteria.

 

 

 


Filtering by Content Type(s):

When you click on the “By Content Type(s)” link, the pop-up window below opens displaying checkboxes for the various content types you may select as filtering criteria.

 

 

 


The third section on the Generate Report page, Report Output Options, allows you to select how you want to output the information in the report. As shown in the figure below, it allows you to output to a CSV file. If you select the Output to CSV File option, you will need to specify the name you would like to give the file and where you would like to save it by clicking Browse… button.

 

 


Generating the Report

Once you select your filtering options on the Generate Report page, click on the Generate Report button.

 

One the example above, Output to Screen was selected from the report output options. When the Generate Report button is clicked, the report is generated in the Report Viewer window as shown below:

 

 


Quick Report Summary

Instead of entering filtering criteria every time, you may use the Quick Report Summary functionality to generate a report based on filtering criteria saved in the application preferences. The preference selections are made by clicking on the Account tab at the top of the page and selecting Preferences from the menu or through the Shipping Overview navigation under Manage-> Manage and Update Account Settings. Once on the preferences page, choose Shipping History from the list on the left and then select User Reporting tab (shown on the figure below).

 

 

 

The Quick Summary Report Options selection page allows you to specify the type(s) of report(s) you want included, the output type, and period of time to be used by default when you generate a report using the Quick Report Summary functionality.

To generate a report using the Quick Report Summary functionality, navigate to the Shipping History module (located at the bottom of the page or the Shipping Overview navigation under View-> View Shipping Activitiy) and click on the Quick Report Summary button shown on the figure below.

 


 

 

 

 

Chapter 14

 

Package Pickup


Chapter 14. Package Pickup

In this introduction to Package Pickup, you’ll learn how to do the following:

ONLINE connection status:

·      Schedule a Package Pickup request.

·      Modify or edit a Package Pickup request.

·      Cancel a Package Pickup request.

·      Cancel and Reschedule a Package Pickup request.

 

Getting Started

The purpose of the schedule Package Pickup feature is to allow you to schedule a pickup of packages from a designated location by a postal mail carrier, rather than having to bring your packages to the Post Office™.

 

Schedule Package Pickup

1     Click Shipping History button on the bottom navigation or the Shipping Overview navigation under View-> View Shipping Activity.

2     Check one or more labels for next day Package Pickup. IMPORTANT: At least one domestic Priority Mail Express®, domestic Priority Mail®, First-Class Package Service®, First-Class Package Return® Service, Global Express Guaranteed®, Priority Mail Express International®, Priority Mail International®, or First-Class Package International Service® mailpiece is required in order to schedule Package Pickup. To add your First-Class Mail® (parcel), First-Class Package Service® and Package Services labels to an open Package Pickup request, check the labels and click Add to Package Pickup. Note: Labels can only be added/removed from Package Pickup upon scheduling or rescheduling. Scheduling or Rescheduling Package Pickup does not guarantee a specified collection.

TIP

-       Items bearing a Customs 2976/CN22 forms or Customs 2976-A/CP72 forms cannot be part of Package Pickup if the item is paid with only postage stamps, the customs forms are handwritten, the forms are not computer-generated, or for any item for which the customs data was not electronically transmitted .

 

3     Click Create New Package Pickup. Note: For additional information on next day Package Pickup view USPS.com® Package Pickup (http://www.usps.com/shipping/carrierpickup/welcome.htm) link for more details per free, next day Package Pickup.

 

TIP

- To add labels to Package Pickup request, check the label from the Shipping History table and click Add to Package Pickup. Note: Labels can only be added to/removed from Package Pickup upon scheduling or rescheduling. Scheduling or Rescheduling Package Pickup can only be scheduled for the next regular mail delivery day.

 

- To remove labels from Package Pickup, select the label from the Packages in Package Pickup table and click Remove from Package Pickup.

 

- Tracking Details is not available while in Package Pickup mode.

 

4     Enter the Package Pickup Address information in the Package Pickup Details or click Open Address Book.

5     Enter the Package Pickup location information in the Package Pickup Details. The pickup location of the packages is associated with your next day Package Pickup request. You may want to give further description to your carrier in the Special Instructions section text box if Other is selected.


6     Click Schedule Package Pickup. Once scheduled, all packages will appear in the Shipping History table with a confirmation number. IMPORTANT: Please note that the collection date cannot be specified upon scheduling and cannot be modified without rescheduling the Package Pickup request. Collection dates are determined by the Next Scheduled Delivery Date available. Both the collection date and confirmation number are displayed after successfully scheduling Package Pickup.

 

7     A Package Pickup confirmation number for packages in your collection will be available from the Shipping History table. Note: To hide the Package Pickup panel, click on hide Package Pickup

 

Edit Package Pickup

1     Click Shipping History button on the bottom navigation or the Shipping Overview navigation under View-> View Shipping Activity.

2     Click Show Package Pickups.

3     Check a scheduled Package Pickup.

4     Click Show Package Pickup Details or right-click and click Show Package Pickup Details.

5     Edit the PACKAGE PICKUP LOCATION and/or SPECIAL INSTRUCTIONS information. Only the collection location and special instructions can be changed. If you wish to add/remove packages or modify pickup address, refer to Cancel and Reschedule Package Pickup instructions.

6     Click Modify Package Pickup.  IMPORTANT: Package Pickup requests can only be modified/cancelled prior to 2AM CST of the day of collection.

 

Cancel Package Pickup

1     Click Shipping History button on the bottom navigation or the Shipping Overview navigation under View-> View Shipping Activity.

2     Click Show Scheduled Pickups.

3     Check the Package Pickup that is to be canceled.

4     Click Cancel Package Pickup or right click and select Cancel Package Pickup.

5     Click Cancel from the popup box.

6     The canceled Package Pickup request will be removed from the Scheduled Package Pickup table. IMPORTANT: Package Pickup requests can only be cancelled or location pickup can be modified prior to 2AM CST of the day of pickup.

 

TIP

- To cancel multiple Package Pickup requests, select the Package Pickup records and click the Cancel Package Pickup(s) button at the bottom of the Package Pickup screen

 

Cancel and Reschedule Package Pickup

1     Click Shipping History button on the bottom navigation or the Shipping Overview navigation under View-> View Shipping Acitivity.

2     Click Show Scheduled Pickups.

3     Check the Package Pickup request that is to be rescheduled.

4     Click Cancel Package Pickup.

5     Click the Cancel and Reschedule from the popup box. IMPORTANT: Clicking Cancel and Reschedule does in fact first Cancel the Package Pickup request and sets up a new Package Pickup request to be re-scheduled. Please note that upon rescheduling a Package Pickup request, a NEW confirmation will be created.

6     Add/Remove Packages as desired (optional).

7     Modify Package Pickup Address and/or Package Pickup Location (optional). Note: Collection address and location will default to what is indicated in preferences and note what was previously populated.

8     Click Schedule Package Pickup.

9     The rescheduled Package Pickup date will appear in the Package Pickup table. IMPORTANT: Collection date cannot be specified upon modifying Package Pickup requests. The collection date is determined based on the Next Scheduled Delivery Date available and will be displayed after successfully scheduling a Package Pickup request.


 

 

 

 

Chapter 14

 

Shipping Tools and Track and Confirm Tool


Chapter 15. Shipping Tools and Track and Confirm Tool

In this introduction to shipping tools, you’ll learn how to do the following:

ONLINE connection status:

·      View Domestic Prices/Service Commitments and APO/FPO/DPO restrictions. 

·      View International Prices/Service Commitments, international mailing conditions, maximum weight/dimensions allowed to a specific country, etc.

·      Track and Confirm packages printed both inside and outside USPS® meter label solution software.

·      Conduct an Address lookup, ZIP Code lookup, and/or City/State lookup.

 

Getting Started

With the Address Lookup feature you can verify an address, look up a ZIP Code for any given city/state, or look up a city/state using any given ZIP Code. You can check the status of a mailing by entering a label or receipt number using the track packages feature.  The Service Prices Calculator allows the user to compare service options, delivery times, and prices for Domestic or International packages. All information entered in Shipping Tools will only be maintained within a single session.

 

Calculate a Price (Domestic)

1     Click Shipping Tools upper navigation and select Calculate a Price. You can also use the Shipping Overview navigation to access the Calculate a Price page, under View->View Available Shipping Tools.  

2     Enter all required fields.

 

TIP

- Enter optional confirmation service and/or value of contents to obtain fees associated with confirmation service and insurance respectively.

 


3     Click Calculate Rates.

Example: Calculate a Price Page (Domestic)

 

 

The following information is returned as you scroll over:

SERVICE: This column displays the service names that are associated with the domestic prices.

 

SCHEDULED/EXPECTED DELIVERY DAYS: This column details the scheduled/expected delivery dates and days for all services based on the Ship Date, Weight, and origin and destination ZIP Code™(s).

 

TOTAL DUE: This column details the total due (i.e., LABEL TOTAL) including all postage, fees, and insurance associated with a particular service.

 

POSTAGE: This column details the postage associated with a particular service.

 

INSURANCE: This column details the insurance fee associated with a particular service based on the Value of Contents.

 

CONFIRMATION SERVICE: This column details the confirmation service fees for an online label. Confirmation service is required when creating a domestic label via the USPS® meter label solution application, except for Priority Mail Express® service. USPS Tracking® is included at no additional charge when using Priority Mail® or First-Class Mail® (parcels only) when generating your own labels via the USPS® meter label solution application.

 

4     Click APO/FPO/DPO restrictions to see mailing conditions regarding military addresses (if applicable button will be enabled). On the labels, you MUST agree to APO/FPO/DPO restrictions prior to printing or saving this label to the shipping cart if the Recipient address is a military address.

 


Calculate a Price (International)

1     Click Shipping Tools upper navigation and select Calculate a Price. You can also use the Shipping Overview navigation to access the Calculate a Price page, under View->View Available Shipping Tools. 

2     Select a Destination country.

3     Enter all required fields.

 

TIP

- In order to view the max weight for a specific country, enter ‘1 LBS’ in the weight field and click calculate rate. Then, scroll over to view max weight for the specific country selected.

 


4     Click Calculate Rates.

Example: Calculate a Price Page (International)

 

The following information is returned as you scroll over:

SERVICE: This column displays the service names associated with international prices.      

 

SCHEDULED/EXPECTED DELIVERY DATES: This column details the scheduled/expected delivery dates and days for services based on the Ship Date, Weight, and destination country.

 

TOTAL DUE: This column details the total due (i.e., LABEL TOTAL) including all postage and insurance associated with a particular service and the information provided.

 

POSTAGE: This column details the postage associated with a particular service and the information provided.

 

INSURANCE FEE: This column details the insurance fee associated with a particular service and the information provided.

 

INSURANCE COMMENT: This column details the insurance details associated with a particular service and the information provided.

 

MAX WEIGHT: This column details maximum package weight allowed to the specified destination country.

 

DIMENSIONS: This column details maximum package dimensions allowed to specified destination country.

 

ORDINARY INDEMNITY: This column details the ordinary indemnity associated with a Priority Mail International® label.  Uninsured Priority Mail International® parcels include indemnity against loss, damage, or missing contents. Coverage is calculated based on the weight of the parcel or the value of the contents, whichever is less. You can purchase insured mail service if available for an additional fee. Additional insurance limits vary by country. When international insurance is purchased, it replaces indemnity coverage. Individual country prohibitions and restrictions apply. Indemnity and insurance is not available for Priority Mail International Flat Rate Envelopes or Small Flat Rate Priced Boxes.

 

5     Select mailing conditions to view the required customs forms, restrictions and prohibitions for each country. IMPORTANT: Click Calculate to be able to access mailing conditions. ONLINE connectivity is required.

 

Verify Address

Verify/Standardize Address

1     Click Shipping Tools upper navigation and select Verify Address. You can also use the Shipping Overview navigation to access the Verify Address page, under View->View Available Shipping Tools.   

2     Enter Address Information (as much as known).

3     Click Find. A validated address will be returned and displayed in all CAPS.

 

Lookup a City and State

1     Click Shipping Tools upper navigation and select Verify Address. You can also use the Shipping Overview navigation to access the Verify Address page, under View->View Available Shipping Tools.  

2     Enter a ZIP Code in Address Information.

3     Click Find. A valid city/state will populate based on the ZIP Code entered.

 

Lookup a ZIP Code

1     Click Shipping Tools upper navigation and select Verify Address. You can also use the Shipping Overview navigation to access the Verify Address page, under View->View Available Shipping Tools.    

2     Enter Street Address.

3     Enter a City.

4     Enter a State

5     Click Find. A valid ZIP Code will populate based on the Address Lookup. Note: If an Apt/Suite/Other has not been entered and is needed the system will throw a message indicating that additional information is required for a valid address, but will proceed to populate the correct ZIP Code. Street Address must be provided to lookup a ZIP Code, as multiple ZIP Code™(s) can exist for a specific city and state combination.

 

Track and Confirm Tool

Track Packages

1     Click Track and Confirm Tool tab on the lower navigation main tab or the Shipping Overview navigation under Track.

2     Enter the Label No. or Receipt No. field. Note: There should be no spaces or dashes.

3     Click Check Status.  The last USPS® delivery scan event will display. For detailed information about the last scan event, and all scans related to your barcode(s), click on the tracking number hyperlink.

 

 

TIP

- There is no limit to the number of tracking numbers that can be added to the track/confirm table; but all tracking numbers will be removed upon exiting the application. Invalid tracking numbers will not be allowed to be added to the track/confirm table. Tracking status is auto-updated per the frequency you specify in the account preferences (Account > Preferences > General > ‘Auto Update Tracking Information Every:’ dropdown).

 

4     In order to obtain the newest scan event information for tracking numbers that already exist in the table, click Refresh.

 

Delete Tracking Numbers 

1     Click Track and Confirm Tool tab on the lower navigation main tab or the Shipping Overview navigation under Track.

2     Check the records to be deleted.

3     Click Delete.


 

 

 

 

Chapter 16

 

Shipping Dashboard and SCAN Forms

 

 

 

 

 


Chapter 16. Shipping Dashboard and SCAN Forms

In this introduction to Shipping Dashboard and SCAN Forms, you’ll learn how to do the following:

 

ONLINE connection status:

·       Close out your pending SCAN Forms

 

ONLINE & OFFLINE connection status:

·       View your outbound shipments

·       View your pending and closed SCAN Forms

·       Open your current dashboard view preferences

·       Create new pending SCAN Form

·       Edit your pending SCAN Form

·       Add Labels to your pending SCAN Form

·       Remove Labels from your pending SCAN Form

·       Delete your pending and closed SCAN Forms

 

Getting Started

In this chapter you will learn how to use the Shipping Dashboard to view your outbound shipments and manage your SCAN Forms. This Shipping Dashboard provides you visibility into the statuses of all your outbound shipments and allow you to do more than just create SCAN Forms at the time of checkout. While you can still print at the time of checkout, you can now create new pending SCAN Form from scratch, edit already created pending SCAN Forms, delete current pending and closed SCAN Forms and close out pending SCAN Forms once completed. You can also open the current dashboard view preferences within Shipping Dashboard view.

 

 

 

In order to view the Shipping Dasboard you may:

 

 

View your Outbound Shipments

1     Navigate to the Shipping Dashboard from the Shipping Overview page, Shipping Tools or via Package Management button.

2     Select the Outbound Shipments option from the select dashboard view dropdown, it will show the summary of your outbound shipments.

a.    NOTE: Outbound Shipments will be set up as the default view.

3     The Outbound Shipments datagrid will display:

a.    SCAN Form ID

b.    Pre-Shipment

c.    Accepted

d.    In-Transit

e.    Alerts

f.     Delivered

g.    Total

 

4     To view packages of a certain outbound shipment, select the hyperlinked package number under a particular status column.

5     Shipment Details datagrid, located below the Outbound Shipments datagrid, will display all the packages that are inside the selected outbound shipment.

6     The Shipment Details datagrid will display:

a.    Expand

b.    Status

c.    Shipping Info

d.    Package and Service Info

 

TIP    

-In the Shipment Details datagrid you can check the status of your packages through a hyperlink tracking number similarly to the way you check it in the  Shipping History page. (see Check Status of Packages)

                             

Open your Current Dashboard View Preferences – Outbound Shipments

Once inside the Outbound Shipments dashboard view you can open up Shipping Dashboard preferences page from there

 

1     Navigate to the Shipping Dashboard from the Shipping Overview page, Shipping Tools or via Package Management button.

2     Select the Outbound Shipments option from the select dashboard view dropdown.

a.    NOTE: Outbound Shipments will be set up as the default view.

3     Click on Dashboard Preferences button

View your Pending SCAN Forms

1     Navigate to the Shipping Dashboard from the Shipping Overview page, Shipping Tools or via Package Management button.

2     Select the Pending SCAN Forms option from the select dashboard view dropdown, it will a list of all your pending SCAN Forms.

a.    NOTE: Outbound Shipments will be set up as the default view.

3     The Pending datagrid will display:

a.    SCAN Form Name

b.    Shipment Date

c.    Creation Date

 

 

 

4     To view labels of a certain pending SCAN Form, select the checkbox of the pending SCAN Form you want to view.

5     Selected Pending SCAN Form Labels Preview datagrid, located below the Pending datagrid, will display all the labels that are inside the selected pending SCAN Form.

6     The Selected Pending SCAN Form Labels Preview datagrid will display:

e.    Status

f.     Shipping Info

g.    Package Service Info

 

 

 

 

Open your Current Dashboard View Preferences – Pending SCAN Forms

Once inside the Pending SCAN Forms dashboard view you can open up SCAN Forms preferences page from there

 

1     Navigate to the Shipping Dashboard from the Shipping Overview page, Shipping Tools or via Package Management button.

2     Select the Pending SCAN Forms option from the select dashboard view dropdown.

a.    NOTE: Outbound Shipments will be set up as the default view.

3     Click on SCAN Forms Preferences button

 

 

Create New Pending SCAN Form

Once inside the Pending datagrid you can create a new pending SCAN Form:

 

1     Click on Create New Pending SCAN Form button.

2     A list of compatible labels will appear in the first datagrid for you to add to your pending SCAN Form.

 

3     Select label(s) from the upper datagrid and click Add Labels button.

IMPORTANT: Labels are required to share the same Ship Date and From ZIP Code™. If the labels selected do not meet these conditions, an error message will display

4     The label selected will be added to the SCAN Form Labels (lower) datagrid.

5     Click Save once you have added all the labels you want to the pending SCAN Form. A pop-up window will appear showing that the pending SCAN Form was saved and given a SCAN Form name.

 


 

The SCAN Form Name consist of:

·      From ZIP Code

·      Date and Time it was created for a total of 11-12 digits

·      Payment Type

 

 

 

 

 

Add Labels to your Pending SCAN Form

 

1     Select a pending SCAN Form from the Pending datagrid to see all the labels in the pending SCAN Form.

2     Click on Edit Pending SCAN Form button and the Edit Pending SCAN Form page will display.

 

 


 

TIP    

-  In Edit Pending SCAN Form page you can add labels to your pending SCAN Form while viewing the pending SCAN Form information.

-Pending SCAN Form Info:

        -Shipment Date

               -# Labels

               -Label Types

               -Creation Date

-  In the Pending SCAN Forms Labels (upper) datagrid you can view all your labels currently in the selected pending SCAN Form.

      -Select labels from the datagrid below the SCAN Form Labels datagrid.

      -Click Add Labels button when you have selected all the labels you want to add to the selected SCAN Form.                                               


3     Click Update button before leaving the page to make sure your changes are saved. A pop-up window will appear showing that the pending SCAN Form was updated.

 

Remove Labels from your Pending SCAN Form

Removing labels can be done from a number of different places in the Shipping Dashboard, when adding labels in the Edit Pending SCAN Form page and when creating a new pending SCAN Form.

 

Removing Labels from the Edit Pending SCAN Form Page

When you are adding labels to a pending SCAN Form you may find that you do not want the labels you just added or that you see a label already in the pendng SCAN Form that you no longer want.

 

1     Select the Pending SCAN Forms dashboard view in dropdown in the Shipping Dashboard.

2     Select a pending SCAN Form in the pending datagrid.

3     Click on Edit Pending SCAN Form button

4     Select a label(s) from the SCAN Form Labels datagrid

5     Click Remove Labels button

6     Click Update button to save your changes.

 

 

 

 

Removing Labels when Creating a New Pending SCAN Form

 

1     Select the Pending SCAN Forms dashboard view in dropdown in the Shipping Dashboard.

2     Select a pending SCAN Form.

3     Click on Create New Pending SCAN Form button

4     Click Remove Labels button once you have added at least one label to the SCAN Form Labels datagrid.

5     Click Save button when you are ready to create the pending SCAN Form.

 

 

TIP

- At anytime you can get back to the Pending SCAN Forms view by clicking on the Back to Pending SCAN Forms button.

 

Deleting your Pending SCAN Form

 

Deleting SCAN Form(s) can be useful if you started to create SCAN Form(s) and the order was cancelled or no longer needed.

 

1     Select the Pending SCAN Forms dashboard view in dropdown in the Shipping Dashboard.

2     Select your pending SCAN Form(s) from the pending datagrid

3     Click on Delete Pending SCAN Forms button.

4     Click Yes on the pop-up window to complete the removal of the SCAN Form(s).

 

 

Close Out your Pending SCAN Forms

Closing out your pending SCAN Form(s) means that you have made all changes needed and want to print out the pending SCAN Form(s) to prepare for shipment. There are two ways to close out your pending SCAN Form(s), the first is manually, by clicking on the Close Out Pending SCAN Forms button and the second is done automatically by the application at the end of day, which is at 12:00 AM CT.

 

Manual Close Out Pending SCAN Forms

 

1     Select your pending SCAN Form(s) from the Pending datagrid in the Pending SCAN Forms dashboard view.

2     Click on Close Out Pending SCAN Forms button

3     Click Yes button to close the pending SCAN Form(s) when the Close Out Pending SCAN Forms pop-up window appears.

4     In order to close out, the pending SCAN Form(s) must have a shipdate of the current date or a future date.

5     Once the application verifies the pending SCAN Form(s) can be closed:

a.    If one pending SCAN Form was selected for close, it will be printed.

b.    If more than one pending SCAN Form was selected, the SCAN Forms will be closed and the SCAN Form can be printed from the Shipping History (see Re-Create PS Form 5630, Confirmation Services Certification, (SCAN Form)).

6     The pending SCAN Form(s) will then be moved to the Closed datagrid in the Closed SCAN Forms dashboard view and have a status of Closed.

 

 

         

Auto Close Out (Need to update Screenshots)

 

1     The application will automatically close out all pending SCAN Forms with a shipdate that matches the current date at 12:00 AM CT daily.

Note: the application will perform the Auto Close Out

2     Click OK button when the pop-up window appears.

3     If there is a minute of idle time, the application will proceed to close out the pending SCAN Forms.

4     Once the application verifies the pending SCAN Forms can be closed, the pending  SCAN Forms can be printed from the Shipping History (see Re-Create PS Form 5630, Confirmation Services Certification, (SCAN Form)).

5     The pending SCAN Forms will then be moved to the Closed datagrid in the Closed SCAN Forms dashboard view and have a status of Auto-Closed.

 

 

 

TIP

- If you attempt to exit the application before auto-close out occurs and there are pending SCAN Forms to close, a pop-up window will appears: Would you like to close all pending SCAN Forms with today’s shipdate now?

       1. If you Click Yes button, the application will close all pending SCAN Forms with today’s shipdate and exit the application.

       2. If you Click No button, the application will exit without closing the pending SCAN Forms with today’s shipdate.

       NOTE: If you do this and do not log back into the application before 12:00 AM CT, the pending SCAN Forms will Auto-Close once the application is relaunched.                

                                                  


View your Closed SCAN Forms

 

1     Navigate to the Shipping Dashboard from the Shipping Overview page, Shipping Tools or via Package Management button.

2     Select the Closed SCAN Forms dashboard view from the dropdown if it isn’t the default view, it will show a list of all your closed SCAN Forms.

3     The Closed datagrid will display:

a.    SCAN Form Name

b.    Status

c.    Shipment Date

d.    Creation Date

4     To view labels of a certain closed SCAN Form, select the checkbox of the closed SCAN Form you want to view.

5     Selected Closed SCAN Form Labels Preview datagrid, located below the Closed datagrid, will display all the labels that are inside the selected closed SCAN Form.

6     The Selected Closed SCAN Form Labels Preview datagrid will display:

a.    Status

b.    Shipping Info

c.    Package Service Info

Open your Current Dashboard View Preferences – Closed SCAN Forms

Once inside the Closed SCAN Forms dashboard view you can open up SCAN Forms preferences page from there

 

1     Select the Closed SCAN Forms dashboard view from the dropdown if it isn’t the default view

2     Click on SCAN Forms Preferences button

 

Deleting your Closed SCAN Forms

 

Deleting SCAN Form(s) can be useful to remove the SCAN Form(s) that are closed.

 

1     Select the Closed SCAN Forms dashboard view in dropdown in the Shipping Dashboard.

2     Select your closed SCAN Form(s) from the closed datagrid

3     Click on the Delete Closed SCAN Forms button.

4     Click Yes button on the pop-up window to complete the removal of the closed SCAN Form(s).

    

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Chapter 17

 

Preferences

 

 

 

 

 

 

 

 

 

 

 

 

 

Chapter 17. Preferences

In this introduction to preferences, you’ll learn how to do the following:

ONLINE & OFFLINE connection status:

·       Save your preferences

·       Create multiple profiles of preferences

·       Restore default preferences

 

Getting Started

The Preferences section allows you to set the most often re-used fields when creating Domestic Label, International Label, Customs 2976/CN22 Form, Customs 2976-A/CP72 Form, Electronic Merchandise Return Label, Open and Distribute Label, or APO/FPO/DPO and Possessions, Territories and Freely Associated States (PTFAS) Label. Your preferences will automatically populate the selected fields every time you launch USPS® meter label solution software. In addition, default view of the USPS® meter label solution application upon launching, default view for the Shipping Dashboard, default values for when creating Package Pickup, and much more can also be set in preferences. A profile of preferences can be created one at a time for each sender address specified in the labels at any given time.

 

Save Your Preferences


1     Click Account in and upper navigation and then click on the Preferences option. You can also access the Preferences option through the Shipping Overview navigation, under Manage-> Manage and Update Account Settings.

2     Click General (default).

·      The address currently selected as the default Sender address displays on the summary tab. This indicates the profile preferences that can currently be saved.


 

TIP Multiple Profiles for Preferences

- To create a new profile of preferences for a different address, first edit sender address and then return to these instructions.

 

 

3     Select a page from the open USPS® meter label solution application with dropdown to display upon launching the application.

4     Enter Connection Preferences. For more details on how set connection settings, refer to Modify Connection Settings section.

·      Select General Preferences.PURGE FROM HISTORY AFTER: 60, 90, 120 days, or hold indefinitely, represent the number of days you wish to keep old printed labels in Shipping History. If 120 days is selected, labels that were printed more than 120 days ago and Package Pickup(s) whose collection dates were more than 120 days ago will automatically be permanently deleted upon launching the USPS® meter label solution application. Once these labels/Package Pickup records are deleted, they cannot be retrieved.  IMPORTANT: Information deleted or purged from Shipping History cannot be retrieved. If you wish to save your historical information outside of Click-N-Ship®  for Business, copy the information displayed in the Shipping History table and paste into a Microsoft Excel or click on the ‘export results’ button in Shipping History.

·      TRACKING INFORMATION AUTO UPDATE FREQUENCY: the “Auto Update Tracking Information Every:” dropdown allows you to select the frequency with which you would like the tracking information for your shipment to be updated. This applies only to labels printed within the last 30 days.

·      PRINT WIZARD OPTIONS: These checkboxes allow you to indicate enhanced print preferences when printing labels from the Shipping Cart. These items include: ability to print select labels 2 per page (4x6), ability to print preview print jobs prior to sending to printer, and print a 4X2 receipt on 4X8 stock.

·      OTHER ADVANCED OPTIONS: This section allows you to change the preference to use the X button to completely exit the USPS® meter label solution application or turn off Tooltips.

5     Click Payment Options.

6     Click on the Payment Default dropdown and select a payment option (Note: Only enabled options shall appear in the dropdown).

 

 

 

 

 

 

 

7     Click Label Defaults.

 

TIP

- The USPS meter label solution has introduced a new way of viewing your label preferences. All your label preferences and configurations that have been saved will be conveniently carried over for you for your previous version(s) of the application. You can find your label defaults by selecting the Label Defaults preference option. Then, simply select the label type you would like to view in the "Label Type" dropdown above. The label type preference settings that you select will display below. The table above indicates where you can find each respective set of label preferences.

 

8     Select Domestic Label from Label Type dropdown.

9     Enter Default Domestic Package Details.

10   Enter Default Domestic Package Options.

 

11   Select International Label from Label Type dropdown.

12   Enter Default International Package Details.

13   Enter Default International Content Details.

14   Enter Default International Package Options.

 

 

15   Select APO/FPO/DPO & PTFAS from Label Type dropdown.

16   Enter Default Package Details.

17   Enter Default Package Options.

 

18   Click on Customs Information tab.

19   Enter Default Customs Information Package Details.

20   Enter Default Customs Information Content Details.

 

21   Select Priority Mail Open & Distribute Label from Label Type dropdown.

22   Enter Default Open and Distribute Package Details.

23   Enter Default Open and Distribute Package Options.

 

     

 

24   Select Merchandise Return Service Label from Label Type dropdown.

25   Enter Default Retailer Information.

26   Enter Default MRS Label PDU Information.

27   Enter Default MRS Label Package Details.

28   Enter Default MRS Label Service Options.


 

29   Select Address Label from Label Type dropdown.

30   Enter Default Stock Type.

31   Select Default Label Information.

 

 

 

32   Select Customs Forms from Label Type dropdown.

33   Click on Customs Form 2976-A/CP72 tab.

34   Enter Default Customs Form 2976A Package Details.

35   Select Default Customs Form 2976A Content Details.

36   Select Default Customs Form 2976A Destination Options.

37   Click on Customs Form 2976/CN22 tab.

38   Enter Default Customs Form 2976 Package Details.

39   Select Default Customs Form 2976 Content Details.

40   Select Default Customs Form 2976 Destination Options.

 

 

 

 

 

 

 

41   Click Set Service Defaults.

 

TIP

 - The USPS® meter label solution will offer a new feature which allows customers to specify what USPS® services and containers options are available to them when creating labels. Using this new feature you are now able to customize your USPS® meter label solution, enabling you to work more efficiently and effectively when processing shipments.

 

 

 

42   Select Domestic Label from Label Type dropdown.

 

 

 

 

 

 

 

 

43   Select International Label from Label Type dropdown.

 

 

 

 

 

 

 

44   Select APO/FPO/DPO & PTFAS Label from Label Type dropdown.

 

 

 

 

 

 

 

45   Click Shipping History.

46   Click on User Reporting tab.

47   Enter Quick Summary Report Options.

48   Enter Top Report Configuration.

 

 

49   Click on Package Pickup tab.

50   Enter Package Pickup Preferences.

 

51   Click Shipping Dashboard.

52   Click on Shipping Dashboard tab.

53   Select Default View

 

·      OUTBOUND: Outbound Shipments, Pending SCAN Forms, or Closed SCAN Forms, represent the different dashboard views to be shown first each time you visit the Shipping Dashboard.

54   Click on SCAN Forms tab.

55   Select Purge Options

56   Select Reset Reminders you would like to be shown

 

·      PURGE EXPIRED SCAN FORM RECORDS FROM HISTORY AFTER: 60, 90, 120 days, or hold indefinitely, represent the number of days you wish to keep SCAN Form with a status of “Auto-Closed” in the Closed SCAN Forms view in the Shipping Dashboard. If 120 days is selected, “Auto-Closed” SCAN Forms more than 120 days ago will automatically be permanently deleted upon launching the USPS® meter label solution application. Once these “Auto-Closed” SCAN Form records are deleted, they cannot be retrieved.  IMPORTANT: Information deleted or purged from Shipping Dashboard cannot be retrieved.

·      PURGE CLOSED SCAN FORM RECORDS FROM HISTORY AFTER: 60, 90, 120 days, or hold indefinitely, represent the number of days you wish to keep SCAN Form with a status of “Closed” in the Closed SCAN Forms view in the Shipping Dashboard. If 120 days is selected, “Closed” SCAN Forms more than 120 days ago will automatically be permanently deleted upon launching the USPS® meter label solution application. Once these “Closed” SCAN Form records are deleted, they cannot be retrieved.  IMPORTANT: Information deleted or purged from Shipping Dashboard cannot be retrieved.

·      RESET REMINDERS: This section allows you to turn off confirmation pop-up windows

 

 

57   Click Import Options.

58   Setup/Edit or Delete Imports on the Import Management tab

59   Delete or view Import Mappings

60   Click Custom Packages.

61   Enter a custom package name.

62   Enter Length, Width, Height and Girth.

63   Click Save.

64   View message that indicates that all preferences will take effect upon creating the next shipping label. Click OK.

TIP

- In order to have preferences take effect immediately, either click Clear All Label Fields button on the shipping label form or Clear button on Package Pickup or simply exit and re-launch the application. This was done in order to prevent the user from losing currently stored shipping label information.

 

65   Click Database Management.

66   Click Configure New Data Source to create new data source.

67   Click Modify Current Mapping to modify your current data source mapping.

68   Click Modify Default Mapping to modify your default data source mapping.

69   Click Delete Data Source to delete your existing data souce.

70   Click Delete Database to delete your existing database.

71   Click Delete Mapping to delete your existing mapping.

72   Click Set As Default Configuration to set new changes as default configuration.

 

 

 

Restore Default Preferences

1     Click Account in and upper navigation and then click on the Preferences option. You can also access the Preferences option through the Shipping Overview navigation, under Manage-> Manage and Update Account Settings.

2     Click Reset All Preferences. Preferences in all of the tabs for the specified Sender address indicated on the Summary tab will automatically be reset to their original settings that took effect upon original installation.

3     Click Save.

4     View message that indicates that all preferences will take effect upon creating the next shipping label. Click OK.

TIP

- In order to have preferences take effect immediately, either click Clear All Label Fields button on the shipping labels form or Clear button on Package Pickup or simply exit and re-launch the application. This was done in order to prevent the user losing currently stored shipping label information.


 

 

 

 

Chapter 18

 

Help


Chapter 18. Help

Click Help to view full instructions for USPS® meter label solution software.

1     Click Account - Help option on the upper navigation or use the Shipping Overview navigation, the Help page will be under Manage-> Manage and Update Account Settings.

 

Use the following tabs to find information easier:

 

CONTENTS: The contents tab allows you to click on keywords in order to easily reference quick instructions related to a specific area of the application.

 

INDEX: Allows you to type in a keyword and conducts a search based on the content keywords defined.

 

SEARCH: Allows you to type in a keyword and search ALL content in the Help file in order to find any information related to the keyword entered. Under Options > Search Highlight On will allow you to easily find the keyword that was entered within each related module.

helpdoc


 

 

 

 

Chapter 19

 

About


Chapter 19. About

Click Account - About or or use the Shipping Overview navigation under  Manage-> Manage and Update Account Settings to view material regarding USPS® meter label solution software trademark information and customer support. In addition, users can easily access the privacy policy and terms and conditions that were initially available during registration.

 

IMPORTANT: When contacting Customer Support, whether via email or phone, please provide the identification number (located within the ‘Registered To:’ section).


 

 

 

 

Chapter 20

 

Message Center


Chapter 20. Message Center

Click the Messages tab or use the Shipping Overview navigation under View-> View Messages to view the latest news from USPS®. Be sure to check when the message center tab turns yellow. News can include weather alerts, country restrictions or if there are new messages available on the USPS® meter label solution software browser. If you are ONLINE and cannot access the message center, be sure to update connection settings via Preferences > General tab.

TIP

- Your Internet Explorer browser connection settings must be set correctly in order to access the Message Center within the Click-N-Ship  for Business® application, even if manual settings have been indicated under the Preferences link.


 

 

 

Chapter 21

 

Troubleshooting


Chapter 21. Troubleshooting

This document provides answers to frequently asked questions about USPS® meter label solution software.

General FAQs

 

Q. How do I set my Screen Resolution to be a minimum of 1024 x 768?

A. Right click on your desktop and select properties. Click on the Settings tab and drag your screen resolution to be set at 1024 x 768.

 

Q. When I highlight multiple rows, only the first and last records actually check off.

A. There is a difference between selecting (i.e., highlighting) and checking records throughout the USPS® meter label solution application. When selecting (i.e., highlighting) rows, make sure to click on one of the read-only fields prior to checking the checkbox. See Shortcuts section for more information.

 

Q. I received an error, “Another Instance of USPS® meter label solution software is already running!”, but I do not appear to have USPS® meter label solution software running.

A. USPS® meter label solution software will run in the task bar, as opposed to exiting, when clicking ‘X’. To display the current session of the USPS® meter label solution application double-click on the system tray on the task bar. Note: If you wish to exit the application entirely upon clicking ‘X’, see Preferences > General section for more details.

 

Q. I get an error message stating, “Unable to connect to remote server.” What does this mean and what should I do?

A. This error message indicates that your computer is not able to connect to a network. This could either mean that Click-N-Ship  for Business® could not connect to the USPS.com® Web Services or may indicate that the preferences > General settings are incorrect. Please verify these settings with your system administrator.

 


Q. I am receiving a message indicating that USPS® meter label solution software could not connect to the Message Center Server, but I know that the proxy settings I manually entered in my Preferences are correct.

A. The Message Center actually is displaying a browser within the Click-N-Ship  for Business® application; therefore even if manual proxy settings are established in Preferences > General tab you MUST have the correct proxy settings in your Internet Explorer® browser to access the Message Center. In order to fix, exit the USPS® meter label solution application, verify that your Internet Explorer proxy settings are correct, and re-launch. Proxy settings in Internet Explorer can be found under Tools > Internet Options > Connections > LAN Settings.

Installing USPS® meter label solution Software

 

Q. I received an error, “USPS® meter label solution could not detect your network connection status. Please verify that any desktop security software (intrusion protection, firewall, virus protection, etc.) allows USPS® meter label solution to run as a trusted application.  Please contact your system administrator or USPS® Customer Care Center (uspstechnicalsupport@mailps.custhelp.com).” What should I do?

A. This message indicates that there is another application on your desktop that is preventing USPS® meter label solution software from identifying your connection status. To fix this, you must identify which software is preventing this application and ensure that it is notified to run USPS® meter label solution software as a trusted application.

 

Q. How do I uninstall USPS® meter label solution software?

A. USPS® meter label solution software can be uninstalled through the Add/Remove Programs function under the Start menu. IMPORTANT: Uninstalling USPS® meter label solution software will NOT remove any of your data or registration information.  This ensures that all of your information will remain intact, regardless if a new version of USPS® meter label solution software is downloaded. Please note that the add/remove programs function location may differ for Vista users.

 

Q. I received a .NET® Framework Initialization Error when attempting to launch USPS® meter label solution software. What should I do?

A. under Start > Control Programs > Add/Remove Programs run a repair on .NET® Framework 4.5 and re-launch USPS® meter label solution software.
Q. Is Windows 98
® supported?

A. No. USPS® meter label solution software supports Vista®, Windows 7® and Windows® 8, Windows® 10.  Please refer to System Requirements for further details. XP Home®, XP Professional®,

 

Q. Is Windows XP Home® and XP Professional® supported?

A. No. USPS® meter label solution software supports Vista®, Windows 7® and Windows® 8, Windows® 10.  Please refer to System Requirements for further details. XP Home®, XP Professional®,

 

Q. When installing on a Vista® machine, I received the following error message while running the setup.exe file, “Unable to save file: c:\\Windows\Downloaded Installations\ {A42486BE-D155-4ECA-AC29-089D0|Assistant 3.0.msi.  The system cannot find the path specified.” What should I do?

A. Upon clicking OK in this dialog box, you will be prompted to select a different path. Select the Public > Public Downloads folder and click OK; then complete the installation process as normal.

 

Q. How do I remove my data and my registration information if I want to install a clean-version of USPS® meter label solution software under the same logon name?

A. The default location for USPS® meter label solution software files is the following. Although, please note that during the installation process you do have the ability to change the destination location of these files:

 

WARNING: Completing the following steps WILL PERMANENTLY DELETE ALL DATA FROM YOUR USPS® METER LABEL SOLUTION  SOFTWARE. It is recommended that a backup file be saved.

 

BE SURE TO COMPLETE BOTH STEPS. Please note that the hard drive (ex. C:\) may differ depending on the default hard drive setup on the individual computer:

 

1        To remove the registration, remove the folders in the following mapping: C:\Documents and Settings\<logon name>\Local Settings\Application Data\Click-N-Ship for Business

2        To remove the database, remove the Database and Images folders in the following mapping: C:\Documents and Settings\<logon>\Local Settings\Application Data\Click-N-Ship for Business Delete all folders

Q. My question is not answered in the FAQ. What should I do?

A. Contact  uspstechnicalsupport@mailps.custhelp.com .

Upgrade USPS® meter label solution

Having trouble upgrading your version of USPS® meter label solution software? Read below for the most Frequently Asked Questions

 

Q. Is there any way to bypass the upgrade process?

A. No. All updates to USPS® meter label solution software are mandatory.

 

Q. How do I upgrade my version of USPS® meter label solution software if I am not an admin user?

A. You must be a System Administrator in order to complete any updates and/or uninstall/re-install USPS® meter label solution software. Once your system administrator has upgraded to the new version of USPS® meter label solution software, all non-admin users will be automatically updated.

 

Q. Upon upgrading USPS® meter label solution software, will I lose all of my data?

A. No. Upon upgrading to a new version of USPS® meter label solution software, all your data will remain intact; data includes registration information, preferences, address book contacts, shipping cart labels, Shipping History information, and Package Pickup(s).

Registration

 

Q. I keep receiving ‘Invalid email’ when attempting to register, but everything looks correct.

A. Verify that no spaces exist within your email addresses.

 

Q. Do I have to register with USPS® meter label solution software?

A. Yes. Registration is required prior to accessing USPS® meter label solution software.

 


Create Shipping Label

All Labels

 

Q. Do I need Adobe Acrobat to view my labels?

A. In the USPS® meter label solution application, you do not need Adobe Acrobat Reader® 5.0 or higher to “Print Label”. The new USPS® meter label solution software does not use Adobe® for printing the electronic MRS Label. However, if you use the “Email Label To Customer” option, a PDF attachment will be emailed to the customer and retailer, the customer and the retailer require Adobe Acrobat® Reader 5.0 or higher to open and print the electronic MRSLabel.

 

Q. I am attempting to highlight a service when viewing Compare Service Types, but the highlighted service changes before I am able to click Apply Selected Service. How do I select a specific service?

A. You must either double-click the service you wish to select or click where there is white space on the row the service is listed on (as opposed to the hyperlink). Clicking on the white space will ensure the service remains highlighted while moving the mouse to click Apply Selected Service.

 

Q. I modified an address in the Recipient section and clicked Save to Address Book, but my address in my address book was not updated, why?

A. Clicking Save to Address Book only adds new addresses to the Address Book. If the exact same address is added more than once, a new Short Name will be created. To modify an existing address you must go into the Address Book and click the Edit panel. See Edit Address section for more details.

 

Q. I attempted to print multiple copies of my label, through the print dialog box, but only one copy printed.

A. The application will only allow one copy of the label to be printed at a time. In addition, changing any of the format options in the print dialog box will not take effect as labels must be printed based on USPS® standards.

 


Q. The Ship Date dropdown doesn’t appear to include today’s date. What should I do?

A. The Ship Date dropdown currently repopulates every time the application is launched. If the application has been running in the task bar for more than four days, you must exit the USPS® meter label solution application and re-launch in order for the ship date dropdown to repopulate with today’s date.

Q. Can I print ONLY 1 page of a label?

A. For all labels, when printing immediately, you can specify a consecutive range of pages you wish to print via the print dialog box. For example, if you are creating a domestic label w/ separate receipt and click ‘print’, you can indicate that you wish to only print 1 out of 2 pages in order to avoid printing the ‘separate receipt’ page.

 

Q. How do I ‘check’ the address when in the process of creating a shipping label?

A. Prior to saving a label to the shipping cart, you can click Calculate which will automatically check your address and re-populate the Recipient address with the validated information. Please note that if you do not click calculate prior to saving to the shipping cart, your address will automatically be checked and display validated at the time of saving the label.

 

Q. In what type of units do I enter Length, Width, Height, and Girth?

A. Length, Width, Height, and Girth should be measured, rounded to the nearest integer and entered in by inches.

 

Q. Does USPS® meter label solution software support thermal printers?

A. Yes. USPS® meter label solution software supports all Zebra/ZDesigner printers.

 

Domestic Labels

 

Q. Why can’t I enter Value of Contents in on the domestic label?

A. The ability to calculate the insurance, based on the value of contents entered, is currently not available at this time via the Create Shipping Label. To view the amount of insurance available, based on a specific value of contents, see Shipping Tools section.


Q. Since USPS® meter label solution software prints only single-ply labels for Priority Mail Express® service, how do I obtain a receipt?

A. USPS® meter label solution software replaces the usual Priority Mail Express® multi-ply label with a single-ply label and a printed Online Label Record. When delivering the package to the Post Office™, present the printed Online Label Record to USPS® personnel to receive the service guarantee and become eligible for a refund if the service guarantee isn’t met.

 

Q. How do I know if my package is non-machinable?

A. Non-machinable is a mail pieces that cannot be sorted on mail processing equipment because of size, shape, content, or address legibility. Such mail must be processed manually.

 

Q. Why is the “Leave Shipment if no Response” option not available for all domestic labels?

A. The Leave Shipment if No Response option is only available for domestic labels that do not require a signature or additional insurance. In most cases, Priority Mail shipments include free insurance up to $50.  For more information, visit usps.com/easyshipping.  With Priority Mail shipping, the Leave Shipment if no Response option is only available when insurance equal to or greater than $200 has not been added and the USPS Signature service is has not been added.  Priority Mail Express® pieces automatically come with the USPS Signature Service, therefore the Leave Shipment if No Response option is unavailable.  However, if you choose to waive the signature by deselecting the “Require Signature” option, this will serve the same function as the Leave Shipment if No Response option.

 

Q. What is the 10:30 A.M. delivery option available with Priority Mail Express® service?

A. The 10:30 A.M. delivery option is a new service offering available (for a fee) when shipping via Priority Mail Express® service.  Service availability is based on the origin and destination ZIP Code™ and Post Office™ acceptance time.  If you choose not to utilize the 10:30 A.M. delivery service, mail will be delivered to the destination address at either 12P.M. or 3 P.M., depending on the service available for the origin and destination ZIP Code™.

 

Q. Why can’t I print a label for live animal shipments with USPS® meter label solution software?

A. Live animal shipments can only be presented at a retail Post Office™ and may require special handling service be purchased. USPS® meter label solution software displays messaging directing users to retail for live animal shipments to ensure proper handling and processing.

 

Q. Why do I need to notify USPS if I am shipping cremated remains or mailable hazardous materials?

A. Shipments of cremated remains or hazardous materials require special attention for handling and processing.  By indicating if the shipment includes cremated remains or hazardous materials, the USPS® can improve visibility internally and ensure proper processing and handling. Cremated remains can only be shipped with Priority Mail Express® service.  Hazardous materials can be shipped with all domestic services offered via USPS® meter label solution software.  See the hazmat policy at https://www.usps.com/send/can-you-mail-it.htm#2 for details.

International Labels

 

Q. How do I know what services are available to a specific destination country when creating an international shipping label?

A. By selecting a destination country, and entering the required package information, you can view all available services by clicking Compare Service Types button. All available services as well as their prices, based on the information provided, will display. This feature is also available via the Calculate a Price Shipping Tool.

 

Q. What isn’t my mailing conditions being displayed?

A.  Hit the Calculate button again to ensure that the correct mailing conditions are being displayed.

 

Q. I’m getting an “Unable to calculate postage rates.” message when I calculate or try to save to the shipping cart.

A. Not all services are available to every country.  Additionally, some countries have limits on the weight that a service can be.  A list of countries, available services, and maximum weights for services can be found on the USPS® Price List (http://pe.usps.com/text/dmm300/Notice123.htm)

 

Q. How does Priority Mail Express International® with Money-Back Guarantee service differ from regular Priority Mail Express International®?

A. Priority Mail Express International® with Money-Back guaranteed service provides delivery of the shipment by the date provided in the application and printed on the labels, otherwise the customer can request a refund for the cost of the label.  This service is only available for participating countries.

 

Q. How do I know if Priority Mail Express International® with Money-Back Guarantee Service is available for an address?

A. The Confirm Address button displayed on the International Label screen below the international address fields provide the user with the ability to confirm if money-back guarantee service is available for the entered country.  This feature is only available when the country selected qualifies for the money-back guarantee service and will validate the address entered is correct and notify the user if money-back guarantee service is available.  If the address is incorrect, the user will have the opportunity to select the correct address, look up the correct address, or proceed with Priority Mail Express International® service without the money-back guarantee.

International Labels/Customs Forms

 

Q. How do I delete a content item that I have already added on the International and/or Customs forms?

A.  Right-click on the content item table and select delete item or highlight the content item and click the delete item button.

 

Q.  How do I modify an existing content item?

A. You must double-click an existing content item in the table to re-populate all information. IMPORTANT: Prior to re-adding the modified item, you must first delete the existing content item in the table. To delete a content item, right click on the content item and select delete item.

 

Q. Why can’t I enter all of my customs information when creating an international shipping label?

A. When fields are grayed out on the create shipping label page, it indicates that the fields do not apply based on the service selected. You will notice that when different services are selected, all information that does not apply will be disabled.

Electronic Merchandise Return Service

 

Q. What is the USPS® Merchandise Return Service?

A. USPS® Merchandise Return Service (MRS) enables a retailer to provide a customer with a return shipping label (i.e., from customer to retailer), with postage being collected from the permit holder only when a package is returned to them. A retailer must pay an annual permit fee and establish an advance deposit account to pay postage and extra service fees in order to use the Merchandise Return Service option. Information about how to obtain MRS permits and establish and account can be obtained at USPS.com, in DMM 505.3.0, or from your local Post Office™.

 

Q. How does USPS® meter label solution software support Merchandise Return Service?

A. In the USPS® meter label solution application, you can print a Merchandise Return Service label to place inside the outgoing package, or you can submit a label to the USPS® electronic Merchandise Return Service for delivery to your customer via e-mail.

Import Orders

 

Q. I’m getting an error “You already have 25 imports.  You must remove one to add a new import”.

A. You will need to delete an import from preferences in order to create a new import.  Note, you can use an existing import without deleting an import.  Below are the steps to delete import from the Preferences.

1     Click Account in and upper navigation and then click on the Preferences option.

2      Select Import Options.

3      Select one or more imports to delete.

4      Click Delete and agree to the confirmation popup.

 

Q. Why aren’t all my eBay orders displaying?

A. Due to eBay limitations, only orders from the last 30 days are displayed.  If the order is less than 30 days old, follow the following steps to ensure that no filter is prohibiting the orders from displaying.

1       Select All from the Last Modified Date dropdown.

2       Select All from the Transaction Status dropdown.

 

Q. Can I import Global Express Guaranteed® (GXG®) labels?

A. At this time, Global Express Guaranteed® (GXG®) labels cannot be imported.

 

Q. When I save my imported labels, I get an error saying that I have labels that will not be imported.

A. Labels with validation errors will not be imported.  To correct errors on the labels click Fix next to the label in error, make the required updates and click the Fix button to save the changes.

 

Q. Where can I find a sample of the label import files?
A.
You can find sample import files by accessing the below links:

·       Sample Domestic .csv file – https://www.usps.com/business/meter-label-solution/sample-import-files/domestic-sample.csv

·       Sample International .csv file - https://www.usps.com/business/meter-label-solution/sample-import-files/international-sample.csv

·       Sample Domestic .xml file – https://www.usps.com/business/meter-label-solution/sample-import-files/domestic-sample.xml

·       Sample International .xml file – https://www.usps.com/business/meter-label-solution/sample-import-files/international-sample.xml

 

Q. How does the mapping page work?

A. The mapping automatically matches column names from the imported file with the field names on the mapping page if the names are identical.  If a field is not automatically mapped, you can select the desired column name from the dropdown next to the field.  Additionally, if you wish to change the mappings of an auto mapped field, you will be able to do so as well.

 

Q. What kind of files can I import?

A. USPS® meter label solution software currently supports CSV, XML, and Microsoft Access file types.  Additionally, USPS® meter label solution software allows you to import labels from your eBay account.

 


Address Book

General

 

Q. I cannot seem to access my existing address book contacts, instead I see a form in which to add or edit an address.

A. Click cancel on the add or edit address book window that is currently displayed. This will close the address book panel and return you to your address contact information.

 

Q. It appears that some of my addresses are no longer in Address Book. Where did they go?

A. Conduct the following steps to ensure that there is no filter that is prohibiting specific addresses from displaying:

1     Clear out Search For text.

2     Select All Columns in Search dropdown.

3     Select All Addresses in the Show dropdown.

4     Select All link below the Search For box.

5     Click Go next to the All Columns dropdown.

 

Q. Why is the Country dropdown grayed out on my Sender Address in Address Book?

A. This represents that the current address being viewed is also the same address that is listed as the Sender Address on all of the labels. Since the sender address can only be a domestic address, the Country cannot be modified until a new Sender address is selected. In order to change the sender address, click Edit on a create label page and select a new sender address. See Address Book and Create Label instructions for more details.

 

Q. How do I select multiple addresses in the address book list?

A. See Shortcuts section for further details.

 

 

Q. How many addresses can the Address Book hold?

A. The Address Book’s capacity is limited only by the amount of space available on your hard drive.

 

Q. Can I restore a deleted address?

A. No. Deleted addresses cannot be recovered. When you delete an address, you are asked to confirm the deletion. That is your last opportunity to decide whether or not you want to delete the address. It is recommended to export addresses you wish to delete in order to archive for future reference.

 

Q. What can I use address groups for?

A. Groups provide a way to organize addresses. If you run a small business, for example, you might have “Friends”, “Family” and “Customers” groups. If you run multiple businesses, you could set up an address group for each business.

 

Q. If I remove an address from a group, does that delete those addresses from the Address Book?

A. No. Removing addresses from a group does not delete those addresses from the Address Book. Addresses removed from a group are marked as Unassigned (unless previously assigned to another group). You can view them by selecting Unassigned in the Show list.

 

Q. What is the difference between ‘Export Error Log’ and ‘Export Failed’ Addresses button in the ‘Failed Records’ pop-up in Address book?

A. The Export Error log allows you to view the original row number (from the original .csv imported file), the address as it was imported into the USPS® meter label solution application, and the reason that the particular line failed. The Export Failed Addresses allows you to simply create a new .CSV of only the failed addresses from your original imported .CSV file. You can use this new .CSV file to modify any errors noted in the Error Log.


Import Addresses

 

Q. What is .CSV file?

A. The comma-separated values (or CSV) file format has each data record on a line, with each record containing data fields separated by commas.

 

Q. Where can I find a sample .csv file to import so that I can ensure my file properly formatted?
A.
You can find sample import files by accessing the below links: https://www.usps.com/business/meter-label-solution/sample-import-files/address-sample.csv

 

Q. How much time can I expect USPS® meter label solution software to take to import a file?

A. There is no exact time estimate that will be provided via USPS® meter label solution software at this time. Please note that the larger the file, the longer the import process will take, depending on your internet connection status and the time required to standardize these addresses.

 

Q. None of my addresses imported, why?

A. Verify that all of your proxies are correct in Preferences > General section prior to importing. Since domestic addresses are required be standardized prior to importing, if your file contains domestic addresses and USPS® meter label solution software cannot connect correctly, the addresses will fail import.

 

Q. How can I view which address lines failed during my import process?

A. The ability to view a report of which address lines failed during the import process is currently not available through the user interface at this time. In order to identify which lines failed, conduct the failed import instructions for further instructions.

 

Q. I attempt to import a .csv file and the entire application froze.

A. In this case, we recommend ending the task by clicking Ctrl > Alt > Delete, selecting the task, and clicking End Task. This may have occurred due to a bad file or internet connection. First, refer to the Import Address Specifications section in the user guide to ensure that your .csv file is correctly formatted prior to importing into the USPS® meter label solution application. Then re-launch, and try again. If you are still having problems, contact uspstechnicalsupport@mailps.custhelp.com.

 

Q. I re-imported a address import file and expected some of the addresses to be overwritten, but instead the system created a whole new address record. Why?

A. The system recognizes whether or not an imported address is the same as an existing address record if and only if the ‘short name’ detailed is the same. If you initial did not provide a ‘short name’ for each address record upon importing, the system will have created a short name for you; therefore it is recommended that you export the entire address book (which will include the associated short names) if you wish to make modifications offline and then e-import.

 

Q. In the ‘Failed Records’ detailed pop-up, is the row numbers referring to my original .csv file that I imported or is it referring to the new .csv file that can be exported by clicking ‘Export Failed Addresses’ from the Failed Records pop-up.

A. The row numbers referenced on the Failed Records pop-up references the row number on the original imported .csv file. The new .csv file that can be created of ONLY failed addresses is to allow users to easily pull out failed address lines.

Export Addresses

 

Q. Is there a way to export only certain addresses?

A. By selecting a group from the “Select Desired Address Group” dropdown, you can export only addresses in the specified group.

 


Shipping Cart

 

Q. What is a PENDING shipping label?

A. USPS® meter label solution software must be able to communicate with a USPS® Server to process and create your shipping label. When communication isn’t possible, you cannot print labels – you can only save them to the Shipping Cart. In the Shipping Cart, these labels with have PENDING in the Status column. You can print pending labels from the Shipping Cart after communication is established. See Detailed Description of Shipping Cart Status for further details.

 

Q. I printed a label in the Shipping Cart and now it’s gone. Where is it?

A. All printed shipping labels are listed in the Shipping History page (click the Shipping History button near the top of Click-N-Ship  for Business® to see the list).

 

Q. Can I restore a deleted shipping label?

A. No. Deleted shipping labels cannot be recovered. When you delete a shipping label, you are asked to confirm the deletion. That is your last chance to decide whether you really want to delete the label.

 

Q. How do I select multiple labels in the shipping cart list?

A. See Shortcuts section for further details.

 

Q.  My label is in ERROR.  Is there any way I can check what error the label has?

A.  Yes.  Click on the ERROR link that displays under the STATUS column for that label. A popup window opens displaying details about the error.

 

 

Print Label and Shipping Cart

 

Q. When I click ‘print’ from the ‘print preview’ view in the Shipping Cart, nothing happens and my label does not move to ‘Shipping History’

A. Most likely, you are OFFLINE and your default printer is a network printer (vs. a local printer). Since network printers require you to be connected to the network, you must be ONLINE in order to print or if you wish to print READY labels offline, change your default printer to a local printer.

 

Q. What are the different types of 4x6 labels that are eligible to be printed two-per page when indicating print preferences?

A. 4x6 labels include

·       Domestic Priority Mail®

·       Domestic First-Class Mail® parcel

·       Domestic First-Class Package Service®

·       Domestic Library Mail

·       Domestic Media Mail®

·       International Priority Mail Express International®

·       International Priority Mail International®

·       International First-Class Mail International®

·       International First-Class Package International Service®

 

Q. Why aren’t the receipts/mailing instructions pages for my 4x6 labels printing out?

A. Prior to printing if you specify that you wish to print two 4x6 labels per page, USPS® meter label solution software will NOT print any of the corresponding receipt or mailing instructions page associated with the labels.

 

Q. Is it possible, when printing two 4x6 labels on one page, for an international label and a domestic label to be printed on the same page?

A. Yes.

 

Shipping History

General

 

Q. Is there a way to check the status of ALL my labels in Shipping History?

A. Yes. Verify that none of your labels are checked, and click check status. You will be asked to confirm whether or not you wish to check the status of all of the labels in your Shipping History table, as it may take sufficient processing time.

 

Q. Why aren’t any of my tracking details displaying when I click the tracking number hyperlink?

A. In order to view tracking details under Shipping History section, you must exit out of the Package Pickup view by clicking hide Package Pickup and be ONLINE.

Package Pickup

 

Q. When I click Cancel and Reschedule Package Pickup, will my previous request be cancelled?

A. Yes. Upon re-scheduling a Package Pickup request please note that a new confirmation number will be available upon completing your request. See Cancel and Reschedule Package Pickup instructions for more details.

 

Q. I selected (i.e., highlighted) a label in Shipping History and clicked Create Package Pickup, but none of my packages moved over to the Package Pickup view, why?

A. You must check which items you wish to include in your Package Pickup request prior to clicking Create Package Pickup. Clicking Create Package Pickup without checking any items will simply create a blank Package Pickup form in which you can then add and remove labels.

 

Q. I selected a label to be added to a Package Pickup request and it no longer appears under my Shipping History view.

A. When creating a Package Pickup request, any labels that have been added to the Package Pickup request will temporarily not display in the Shipping History table. Once you have completed scheduling your Package Pickup requests, the labels that are a part of the Package Pickup request will reappear in your Shipping History table and will include a confirmation number in the last column of the table to illustrate that they are part of the Package Pickup request.

 

Q. In the Package Pickup view, I placed a checkbox next to the labels I wished to include in my scheduled pickup, but after scheduling it, it appears that all of my labels were included.

A. Clicking the checkboxes only relates to the Remove from Package Pickup button. If you do not wish to include labels currently in your Package Pickup view, you must first check those labels and click Remove from Package Pickup prior to Scheduling the Package Pickup.

 

Q. Why won’t the USPS® meter label solution application let me cancel or modify a Package Pickup request?

A. Package Pickup(s) can only be cancelled and/or modified prior to 2AM CST of the day of the pickup. Any modifications at this time are prohibited.

 

Q. I clicked on show scheduled Package Pickup, but do not see a list of all scheduled Package Pickup(s).

A. Click close on the Package Pickup view that you are currently on. Upon completing this action, you will be returned to a list of all scheduled Package Pickup(s).

 

Q. Why doesn’t the Schedule Package Pickup button do anything when I click it?

A. Package Pickup must include at least one domestic Priority Mail Express® or Priority Mail® package, so review the packages you’ve selected to be sure one such package is present. Also, make certain all required fields are filled in.

 

Q. Can I schedule a Package Pickup request for next week?

A. No. Package Pickup request(s) can only be scheduled for the next scheduled delivery day.

 

Q. Can I remove a package from a scheduled Package Pickup request?

A. No. Once a Package Pickup request is scheduled you cannot remove a package from it without canceling the current collection. USPS® meter label solution software makes canceling and editing labels in a package easy by making use of the Cancel and Reschedule Package Pickup functionality. See Cancel and Reschedule Package Pickup section for more details.

Shipping Tools

Domestic/International Price and Service

 

Q. I want to calculate postage with Insurance and a confirmation service (USPS Tracking® or USPS Signature™), but both fields are disabled.

A. Insurance, USPS Tracking®, and USPS Signature™ fees can only be calculated when using specific services.  To calculate postage with Insurance, USPS Tracking®, or USPS Signature™, select a service option from the Service dropdown and an option from the Container dropdown, if available.

Tracking

 

Q. Why can’t I add certain tracking numbers to the tracking table?

A. If a tracking number does not have a status that is deemed valid (i.e., information has been archived), a message will immediately appear indicating why the tracking number is invalid.

Address Verification

 

Q. What does address verification do?

A. Address verification compares the address you entered to the USPS® list of known addresses. If you entered an address incorrectly (wrong ZIP Code™ or misspelled street name, for instance), verification automatically updates the address fields with the correct information.

 

 

Q. What happens if an address can’t be verified?

A. If USPS® meter label solution software cannot verify an address, it will display a message identifying a possible problem. Correct the problem and try verifying the address again.

 

Q. Why does address verification change addresses to all uppercase letters?

A. USPS® has standardized on uppercase letters to eliminate capitalization inconsistencies during information processing and automated mail processing.

 

ODBC Integration

 

Q. Do we need a SQL database to use the ODBC capabilities?

A. No.  While we realize a SQL database is an efficient way to organize and store data, some businesses are more comfortable with flat files such as Excel spreadsheets and CSV files.  As such, the application interfaces with these files.

 

Q. What databases are currently supported by the application?

A. Microsoft Access, SQL Server, and MySQL. 

 

Q. What are the benefits of integrating my database?

A. In short, it will make your shipping experience more efficient through quicker label creation and enhanced visibility of customer shipment information. Leveraging the database allows users to auto-populate required fields within each label module via a search box.  Within the Database Access module, it is as simple as searching your customer database and selecting the label type to auto-populate. Also within the Database Access module, users can quickly view and track a selected customer’s shipments.

 

 

 

 

 

 

Q. What data sources are supported by the application?

A.

Data Source

Driver

 

Excel

 

Microsoft Excel Driver (*.xls, *.xlsx, *.xlsm, *.xlsb)

 

Download this driver here: https://www.microsoft.com/en-us/download/details.aspx?id=13255 

 

CSV

 

Microsoft Access Text Driver (*.csv, *.txt)

 

Download this driver here: https://www.microsoft.com/en-us/download/details.aspx?id=13255 

 

Access

 

Microsoft Access Driver (*.mdb, *.accdb)

 

Download this driver here: https://www.microsoft.com/en-us/download/details.aspx?id=13255 

 

MySQL

 

MySQL ODBC 5.3 ANSI Driver

 

Download this driver here: https://dev.mysql.com/downloads/connector/odbc/5.1.html

 

SQL Server

 

SQL Server Native Client 11.0 (Select newest version)

 

Driver should be installed upon installation of SQL Server

 

 

Q. Which connection is better suited?

A.

File Type

Description

Currently Supported?

Flat File

A database stored as an ordinary unstructured file.

.csv (comma separated values)

.XLSX, .XLS

Open XML spreadsheet file format used with Microsoft Excel.

Microsoft Excel

Relational Database

Collective set of multiple datasets organized by tables, records, and columns.

Microsoft Access, MySQL, SQL Server

 

Preferences

 

Q. Why aren’t my preferences taking affect?

A. In order to avoid overwriting existing information entered on the labels, you must either click clear all label fields on each of the respective labels and/or finish saving to cart. Exiting and re-launching USPS® meter label solution software will also allow preferences to take effect immediately for all labels.

 

Q. Can I have different preferences setup for different Sender Addresses within the same copy of USPS® meter label solution software?

A. Yes. Every time you select a new Sender Address by clicking edit sender address in the Create Shipping Label section, a new profile is created and new preferences can be set. Please note that when a new sender address is selected, all preferences defined in the previous sender address are automatically duplicated. In order to reset preferences to blank for all fields, click reset preferences in Preferences.

 

 

Q. If I recreate a label, will the Sender Address’s preferences that are populated in the Sender field take affect after I print the current label?

A. No. Recreating labels from Shipping History only temporarily populates the Sender Address in the respective label. After printing/saving to shipping cart, the current Sender addresses’ preferences will populate the create shipping label fields.

 

Q. How can I tell which addresses I have created preferences for?

A. This functionality is not available at the current time. You can only view the preferences that have been saved for the current Sender Address.

 

Q. What do the preference settings do?

A. Most of the preferences automatically populate fields when you are creating labels. By presetting fields to the values you use most often, you will reduce label creation time and minimize errors.

 

Q. Do I have to fill in every preference field?

A. No fill in just the fields that will be the same for most labels. Preference fields you don’t fill in will remain blank (or at least their default settings) when you create labels.

 

Q. If I set preference fields, will I have to use those values in every label?

A. No. When you are creating labels, you can override any pre-populated field.

 

Q. How should I set the Connection Preferences in the General tab?

A. In most cases, select the Use Internet Explorer option. If you have a proxy server, select the Use Proxy Server option and fill in the Address and Port. If you aren’t certain which option to select, check with your System or Network Administration.

 

Q. What does ‘Specify Print Preferences’ checkbox represent?

A. If this is checked, you will have the ability to view the enhanced print preferences page during every print job from the Shipping Cart. This will allow you to indicate special print features such as ability to print two 4x6 labels on a single page or print preview a set of selected labels prior to printing.

 

Messages

 

Q. Why is the Messages section yellow?

A. The Messages section is yellow when new information is available from USPS®. When you open the Messages, the tab changes back to its normal color.

 

Q. What kinds of information shows up in the Messages?

A. What you see in the Messages may change from day to day. Messages may include USPS® news, USPS® meter label solution software announcements and tips, special promotions and information from USPS® partners.



 

 

 

 

 

Chapter 22

 

Appendix


Chapter 22. Appendix

Domestic Service Descriptions

 

Priority Mail Express® – Delivery is made in one day (Priority Mail Express 1-Day™) or two days (Priority Mail Express 2-Day™) to most U.S. locations 365 days a year, including Sundays and holidays for an extra charge. Note: Sunday and holiday delivery is not available through CNSB Must be mailed by scheduled acceptance time.  The scheduled delivery date is based on the originating and destinating ZIP Code™(s) as well as Post Office™ acceptance time.        

 

 

Applicable packages for the above services:

 

o   Standard/Customer’s Own Packaging – For sending a package up to 70 pounds and maximum length plus girth of 108 inches.

o   Flat Rate Envelope (12.5” x 9.5”) – For sending a document for one rate, regardless of weight. Official USPS® packaging or Label 127R is required for domestic USPS® flat rate products; these can be obtained online at the Postal Store or at your local retail Post Office for free.

o   Legal Flat Rate Envelope (9.5” x 15”) – For sending legal documents for one rate, regardless of weight.  Official USPS® packaging or Label 127R is required for domestic USPS® flat rate products; these can be obtained online at the Postal Store or at your local retail Post Office for free.

o   Padded Flat Rate (12.5” x 9.5”) – Lined with with bubble padding to provide a little extra protection to the package contents. Official USPS® packaging or Label 127R is required for domestic USPS® flat rate products; these can be obtained online at the Postal Store or at your local retail Post Office for free.

o   Small Flat Rate Box (8.625” x 5.375” x 1.625”) – For sending a small package for one rate, regardless of weight up to 70 lbs. Official USPS® packaging and stickers is required for USPS® flat rate products; these can be obtained online at the Postal Store or at your local retail Post Office™ for free.

o   Medium Flat Rate Box (11.25” x 8.75” x 6”) – For sending a medium-sized package for one rate, regardless of weight up to 70 lbs. Official USPS® packaging and stickers is required for USPS® flat rate products; these can be obtained online at the Postal Store or at your local retail Post Office™ for free.

o   Medium Flat Rate Box 2 (14” x 12” x 3.5”) – For sending a medium-sized package for one rate, regardless of weight up to 70 lbs. Official USPS® packaging and stickers is required for USPS® flat rate products; these can be obtained online at the Postal Store or at your local retail Post Office™ for free.

o   Large Flat Rate Box (12.25” x 12.25” x 6”) – For sending a large-sized package for one rate, regardless of weight up to 70lbs. Official USPS® packaging and stickers is required for USPS® flat rate products; these can be obtained online at the Postal Store or at your local retail Post Office™ for free.

 

Priority Mail® In most cases, delivery is made in one day (Priority Mail 1-Day™), two days (Priority Mail Express 2-Day™), or three days (Priority Mail 3-day™) to most U.S. locations 365 days a year. Delivery date is based on the originating and destinating ZIP Code™(s) and Post Office™ acceptance time. Exceptions and restrictions apply. Visit https://www.usps.com/ship/priority-mail.htm for details.

 

Applicable packages for the above services:

o   Standard/Own Packaging – For sending a package up to 70 pounds and maximum length plus girth of 108 inches.

o   Flat Rate Envelope (12.5” x 9.5”) – For sending a document for one rate, regardless of weight. Official USPS® packaging and stickers is required for USPS® flat rate products; these can be obtained online at the Postal Store or at your local retail Post Office for free.

o   Legal Flat Rate Envelope (9.5” x 15”) – For sending legal documents for one rate, regardless of weight.  Official USPS® packaging and stickers is required for USPS® flat rate products; these can be obtained online at the Postal Store or at your local retail Post Office for free.

o   Gift Card Flat Rate Envelope (10” x 7”) – For sending gift/greeting cards (and oversized cards) for one rate, regardless of weight. Official USPS® packaging and stickers is required for USPS® flat rate products; these can be obtained online at the Postal Store or at your local retail Post Office for free.

o   Window Flat Rate Envelope (5” x 10”) – For sending pre-addressed envelopes visible through a clear window for one rate, regardless of weight. Official USPS® packaging and stickers is required for USPS® flat rate products; these can be obtained online at the Postal Store or at your local retail Post Office for free.

o   Small Flat Rate Envelope (6” x 10”) - For sending folded or small (e.g., passports) documents for one rate, regardless of weight. Official USPS® packaging and stickers is required for USPS® flat rate products; these can be obtained online at the Postal Store or at your local retail Post Office for free.

o   Padded Flat Rate Envelope (12.5” x 9.5”) – Lined with bubble padding to provide a little extra protection to the package contents. Official USPS® packaging and stickers is required for USPS® flat rate products; these can be obtained online at the Postal Store or at your local retail Post Office for free.

o   Small Flat Rate Box (8.625” x 5.375” x 1.625”) – For sending a small package for one rate, regardless of weight up to 70 lbs. Official USPS® packaging and stickers is required for USPS® flat rate products; these can be obtained online at the Postal Store or at your local retail Post Office™ for free.

o   Medium Flat Rate Box (11.25” x 8.75” x 6”) – For sending a medium-sized package for one rate, regardless of weight up to 70 lbs. Official USPS® packaging and stickers is required for USPS® flat rate products; these can be obtained online at the Postal Store or at your local retail Post Office™ for free.

o   Medium Flat Rate Box 2 (14” x 12” x 3.5”) – For sending a medium-sized package for one rate, regardless of weight up to 70 lbs. Official USPS® packaging and stickers is required for USPS® flat rate products; these can be obtained online at the Postal Store or at your local retail Post Office™ for free.

o   Large Flat Rate Box (12.25” x 12.25” x 6”) – For sending a large-sized package for one rate, regardless of weight up to 70lbs. Official USPS® packaging and stickers is required for USPS® flat rate products; these can be obtained online at the Postal Store or at your local retail Post Office™ for free.

 

Media Mail® for sending parcels, or large envelopes with specific contents and that is neither mailed or required to be mailed as First-Class Mail nor entered as Periodicals. Contents is limited to books, manuscripts, sound recordings, recorded videotapes and recorded computer-readable media.

Library Mail – for sending items between schools, colleges, universities, public libraries, museums, or herbarium or a nonprofit religious, education, scientific, philanthropic (charitable), agricultural, labor, veterans, or fraternal organization or association and that is neither mailed or required to be mailed as First-Class Mail nor entered as Periodicals.

 

Domestic Service Options

 

Summary: The list below displays the weight limit and size options available for each of the domestic mail service container options.

 

Ö     Priority Mail Express®: Standard/Customer’s Packaging weight limit is 70 lb. 0 oz.

Ö     Priority Mail Express®: Flat Rate Envelope weight limit is 70 lb. 0 oz.

Ö     Priority Mail®: Standard/Customer’s Packaging weight limit is 70 lb. 0 oz.

Ö     Priority Mail®: Flat Rate Envelope weight limit is 70 lb. 0 oz.

Ö     Priority Mail®: Small Flat Rate Box weight limit is 70 lb. 0 oz.

Ö     Priority Mail®: Medium Flat Rate Box weight limit is 70 lb. 0 oz.

Ö     Priority Mail®: Large Flat Rate Box weight limit is 70 lb. 0 oz.

Ö     First-Class Package Service®: Parcel weight limit is 0 lb. 13 oz.

Ö     Library Mail weight limit is 70 lb. 0 oz.

Ö     Media Mail® weight limit is 70 lb. 0 oz.

 

International Service Descriptions

 

Global Express Guaranteed® = Global Express Guaranteed® (GXG®)  international delivery provided by FedEx Express® (FedEx Express® is a registered trademark of the Federal Express Corporation and is used by permission)  in 1-3 business days (For many major markets.  Actual number of days may vary.  See Publication 141 at http://about.usps.com/publications/pub141/intro1.htm#Service) to more than 190 countries with a money-back guarantee (Some restrictions apply.  See GXG money-back guarantee details at http://about.usps.com/publications/pub141/welcome.htm).

Priority Mail Express International® = Expedited air service to over 185 countries with delivery time average of 3-5 business days and a money-back guarantee to select destinations. Tracking available and free insurance up to $100 for nonnegotiable documents or $200 for merchandise depending on contents (Visit usps.com/ship/service-chart.htm and International Mail Manual, available at http://pe.usps.com/text/imm/welcome.htm for details). Check destination country weight limitations.

Priority Mail International® = Accelerated air service with 6 - 10 business days standard delivery.  Tracking available to major destinations with ordinary indemnity included at no additional cost based on the item’s weight. No indemnity is provide for the Priority Mail Flat Rate envelopes or the Priority Mail Small Flat Rate priced boxes.

First-Class Mail International® and First-Class Package International Service® = Airmail service worldwide up to 4 pounds and up to $400 in value.  Registered Mail™ service is available.

 


International Service Options

 

Summary: The list below displays the weight and content item limits for each of the international mail service options. International mail services options available vary by destination country. Refer to the International Mail Manual for additional information

Ö     Global Express Guaranteed® weight limit is 70 lb. 0 oz. and content item limit is 30 items.

Ö     Priority Mail Express International® weight limit is 70 lb. 0 oz. and content item limit is 30 items. Note: by choosing ‘Priority Mail Express International®’ the Abandon option of In Case Of No Delivery will be disabled.

Ö     Priority Mail Express International® / Flat Rate Envelope weight limit is 4 lb. 0 oz. and content item limit is 5 items.

Ö     Priority Mail Express International® / Legal Flat Rate Envelope weight limit is 4 lb. 0 oz. and content item limit is 5 items.

Ö     Priority Mail Express International® / Padded Flat Rate Envelope weight limit is 4 lb. 0 oz. and content item limit is 5 items.

Ö      sPriority Mail International® weight limit is 70 lb. 0 oz. and content item limit is 30 items.

Ö     Priority Mail International® / Flat Rate Envelope weight limit is 4 lb. 0 oz. and $400 in value and content item limit is 5 items.

Ö     Priority Mail International® / Small Flat Rate Box weight limit is 4 lb. 0 oz. and $400 in value and content item limit is 5 items.

Ö     Priority Mail International® / Medium Flat Rate Box weight limit is 20 lb. 0 oz. and content item limit is 30 items.

Ö     Priority Mail International® / Large Flat Rate Box weight limit is 20 lb. 0 oz. and content item limit is 30 items.

Ö     First-Class Package International Service® package (small packet) weight limit is 4 lb. 0 oz. and $400 in value and content item limit is 5 items.


 

 



 

 

 

 

Chapter 23

 

Resources

 



Chapter 23. Resources

 

Order Self-Adhesive Labels (https://store.usps.com/store/browse/subcategory.jsp?categoryId=shipping-labels&categoryNavIds=shipping-supplies%3Ashipping-labels)

 

Order Shipping Supplies (https://store.usps.com/store/)

 

Domestic Mail Manual (http://pe.usps.gov/text/dmm300/dmm300_landing.htm)

 

International Mail Manual (http://pe.usps.gov/text/imm/welcome.htm)

 

IMM® Extra Services (http://pe.usps.gov/text/imm/immc3_001.htm)

 

General Information
1-800-ASK-USPS® or (800) 275-8777

Hours of Operation:
Monday through Friday from 8:00 a.m. to 8:30 p.m. (Eastern Time)
Saturdays from 8:00 a.m. to 6:00 p.m. (Eastern Time)
Closed Sundays and Holidays

 

 

 

Domestic Package Tracking
1-800-222-1811

Hours of Operation:
Monday through Friday from 7:30 a.m. to 10:30 p.m. (Eastern Time)
Saturdays, Sundays and Holidays from 9:00 a.m. to 8:00 p.m. (Eastern Time)

International Package Tracking
1-800-222-1811
Hours of Operation:
Monday through Friday from 8:00 a.m. to 9:30 p.m. (Eastern Time)
Saturdays from 9:00 a.m. to 7:00 p.m. (Eastern Time)
Closed Sundays and Holidays

Federal Relay (TDD/TTY)
1-800-877-8339
Hours of Operation:
Monday through Friday from 7:30 a.m. to 10:00 p.m. (Eastern Time)
Saturdays from 8:00 a.m. to 8:00 p.m. (Eastern Time)
Sundays and Holidays from 9:00 a.m. to 8:00 p.m. (Eastern Time)

 

USPS® Internet Customer Care Center  uspstechnicalsupport@mailps.custhelp.com




 

 

 

 

Chapter 24

 

Glossary


Chapter 24. Glossary

Add to: add an address to multiple groups.

AES/ITN: data required for sending Priority Mail Express International®, and Priority Mail International® Standard/Customer’s Packaging, Medium Flat Rate Box, and Large Flat Rate Boxes, which require a customs form 2976/CN22 or a customs form 2976A/CP72.

APO/FPO/DPO information: describes mailing conditions for sending a mail piece to an Army Post Office™ (APO), Fleet Post Office™ (FPO), or Diplomatic Post Office™ (DPO) address.

Check Status: updates the tracking status of selected labels.

Contents: general description of the package contents.

Country of Origin: the country from which the item(s) being mailed originated from.

Create electronic MRS label: creates an electronic Merchandise Return Service label.  (Note: Labels can be created by manually entering information or by creating a label from a CNSB domestic label that has already been printed.

Create Package Pickup: creates a new Package Pickup request.

Customer Reference #: a number identifier chosen by the user for the recipient.

Default Sender Address: indicates the address currently displayed in the Sender Address for all of the labels. This address is the same address that displays on the Summary tab of the Preferences link, indicating that saved preferences are tied to this Sender Address.

Edit Sender Address: changes/modifies sender address for the selected shipping label.

Error: label has errors that need to be corrected.

Export Addresses: copies selected addresses into a .csv file and saves them in a user defined location.

HS Tariff Number:  a 6 digit number used to classify products for customs purposes as a means amongst international business community to standardize import/export classifications.  When users ship products internationally, they are required to assign products this 6 digit long code that complies with the HS (Harmonized System) standard.  All businesses required to determine/assign code.  Selling a single item, however, such as from an auction site, internationally may not require a HS number, only a customs form.

Import Addresses: imports a .csv file of addresses into the address book.

In: searches in a chosen field of a table for the criteria entered in ‘Search for’.

Leave Shipment If No Response: option that notifies the carrier to leave the customer’s shipment when there is no response at the destinating address.

Ordinary indemnity value: an indemnity (provided at no charge) value that is associated with a Priority Mail International® label for a Priority Mail International parcel, (excludes the Priority Mail International Small Flat Rate Priced Box), for which indemnity coverage against loss, damage, or missing contents, up to the amounts shown in IMM Exhibit 232.83, is provided as part of the service. Indemnity is limited to the lesser of the actual value of the contents or the maximum indemnity based on the weight of the article. 

Open Address Book: inserts a recipient address into the selected shipping label from the Address Book.

Package Pickup Location: identifies where the package will be left for collection.

Mailing Permit: a payment method for bulk and commercial mailings. (Note: Permit payment is only eligible for Electronic Merchandise Return labels and Open and Distribute™ labels using USPS® meter label solution software.)

Move to: move an address from one group to another.

No Holiday Delivery: will not deliver the Priority Mail Express® package on a Holiday.

Non-Machinable: mailpieces that cannot be sorted on mail processing equipment because of size, shape, content, or address legibility. Such mail must be processed manually.

No Weekend Delivery: will not deliver the Priority Mail Express® package on a Weekend.

Package ID: an ID created/specified by the retailer to associate a label to a product, or customer.  It really is wholly retailer defined.  It is an identifier of the package coming back that a retailer may or may not choose to use.

Permit Number: the merchandise return service (MRS) permit holder guarantees payment of the proper postage and extra service fees (except for insurance and certificate of mailing purchased by the sender) on all parcels returned via a special label produced by the permit holder.  MRS permit information can be obtained from your local Post Office™.

Pending: label is in queue.

Product Tracking Service (PTS): The system that provides the status of Priority Mail®, Priority Mail Express®, and Package Services (Library Mail and Media Mail®) packages with USPS Tracking®.

PS Form 5630: a Confirmation Service Certification form that is required for Priority Mail Open and Distribute containers.

Quantity: number of items being shipped.

Ready: label is ready to be printed.

Recreate Label or Form: recreates a label or form that has already been printed.

Request Service Address: directs the Postal Office™ on how to handle a mail piece that cannot be delivered.

Require Signature: authorizes delivery of a Priority Mail Express® piece requiring a recipient signature.

Return Label: prints a Merchandise Return Service (MRS) label to be used by the recipient if he or she sends the mailed item back to the sender.  Postage is collected only for items returned.

Save to Address Book: saves the recipient address information to the Address Book.

SCAN Form: a form (PS Form 5630) that contains a master barcode that represents the packages in a shipment which is scanned when your shipment is presented to by the Postal Service™ for mailing. This single scan enters all of your associated packages into our Track & Confirm database as "Shipment Accepted" and allows both you and the recipient to see when the package entered the mailstream.

Search for: searches a table for the criteria entered in the text box.

Send Email to Recipient: generates and sends an email to the recipient informing them of shipment details.

Separate Receipt: prints a separate receipt showing details about the shipping label.

Service: lists the mail service types available to ship a package.

Ship Date: the date the package will be delivered to the Postal Service.

Ship from ZIP Code: identifies the ZIP Code from which the package is being shipped if different from the sender address.

Show: shows only the group or status selected in the table.

USPS Signature Service: provides date, ZIP Code, time your package was delivered and requires a signature from the person who accepts the package.

Unit Value $: represents the value of a single item. For example, a box of 50 pens is worth $1.00; therefore the unit value is $1.00.

Unit Weight: represents the weight of a single item. For example, a box of 50 pens weights 1 lb 0 ounces; therefore the unit weight is 1 lbs. 0 ounces.

USPS Tracking® Service:  provides date, ZIP Code and time your package was delivered.

Value of Contents: identifies the value of the contents being shipped.