USPS meter label solution

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2 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 release s 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. uspstechnicalsupport@mailps.custhelp.com Telephone: Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 2

3 USPS METER LABEL SOLUTION USER GUIDE TABLE OF CONTENTS Chapter 1. Introduction Chapter 2. Getting Started Chapter 3. Shortcuts Chapter 4. Installation and Upgrade Getting Started Download USPS meter label solution software via Internet Upgrade to USPS meter label solution Software Uninstall USPS meter label solution Software Chapter 5. Registration Getting Started Register with USPS meter label solution Software Modify Connection Settings Chapter 6. Shipping Overview Getting Started Create Create New Shipments Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 3

4 USPS METER LABEL SOLUTION USER GUIDE TABLE OF CONTENTS Batch Process Orders Manage Manage Pending Shipments Manage and Update Account Settings Manage and Update Address Book View View Shipping Activity View Available Shipping Tools View Database Management View Messages Track Chapter 7. Create Shipping Labels Getting Started Create a Domestic Label Create an APO/FPO/DPO and Possessions, Territories and Freely Associated States (PTFAS) Label Create a Priority Mail Express International, Priority Mail International, First-Class Mail International or First-Class Package International Service Label Create an International Global Express Guaranteed (GXG ) Label Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 4

5 USPS METER LABEL SOLUTION USER GUIDE TABLE OF CONTENTS Create a Customs Form 2976/CN Create a Customs Form 2976A/CP Create an electronic Merchandise Return Service (MRS) Label Create an Open and Distribute Label Create First-Class Mail Letter Shipments Create a Label Using the Express Checkout Functionality (Only for Domestic, International, APO/DPO/FPO & PTFAS labels, and Customs Forms) Address Book Contacts and Create Label Chapter 8. Address Book Getting Started Add an Address Edit an Address Delete an Address Add a New Group Delete a Group Manage My Groups Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 5

6 USPS METER LABEL SOLUTION USER GUIDE TABLE OF CONTENTS View Addresses in a Specific Group Search Address Book Import Addresses View Failed Addresses Export Addresses Chapter 9. Shipping Cart Getting Started Detailed Description of Shipping Cart Status Shipping Cart Actions Print Labels from Shipping Cart Delete From Shipping Cart Chapter 10. Import Orders/Labels and Tracking Numbers Import New Orders / Labels Import ebay Labels Import Existing Orders / Labels Import Tracking Numbers Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 6

7 USPS METER LABEL SOLUTION USER GUIDE TABLE OF CONTENTS Chapter 11. Database Management Getting Started First Time Configuration Access CSV Excel MySQL SQL Server Reconnecting or Editing a Configured Data Source Chapter 12. Shipping History Getting Started Search Advanced Filtering Check Status of Packages Display Labels for a Specific Status Reship / Recreate Label Reprint a Label Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 7

8 USPS METER LABEL SOLUTION USER GUIDE TABLE OF CONTENTS Re-Create PS Form 5630, Confirmation Services Certification, (SCAN Form) Create Electronic Merchandise Return Service (MRS) Label Delete Printed Labels Export Shipping History Return Label Tracking Numbers to ebay Chapter 13. User Reporting Generating the Report Quick Report Summary Chapter 14. Package Pickup Getting Started Schedule Package Pickup Edit Package Pickup Cancel Package Pickup Cancel and Reschedule Package Pickup Chapter 15. Shipping Tools and Track and Confirm Tool Getting Started Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 8

9 USPS METER LABEL SOLUTION USER GUIDE TABLE OF CONTENTS Calculate a Price (Domestic) Calculate a Price (International) Verify Address Track and Confirm Tool Chapter 16. Shipping Dashboard and SCAN Forms Getting Started View your Outbound Shipments Open your Current Dashboard View Preferences Outbound Shipments View your Pending SCAN Forms Open your Current Dashboard View Preferences Pending SCAN Forms Create New Pending SCAN Form Add Labels to your Pending SCAN Form Remove Labels from your Pending SCAN Form Deleting your Pending SCAN Form Close Out your Pending SCAN Forms View your Closed SCAN Forms Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 9

10 USPS METER LABEL SOLUTION USER GUIDE TABLE OF CONTENTS Open your Current Dashboard View Preferences Closed SCAN Forms Deleting your Closed SCAN Forms Chapter 17. Preferences Getting Started Save Your Preferences Restore Default Preferences Chapter 18. Help Chapter 19. About Chapter 20. Message Center Chapter 21. Troubleshooting General FAQs Installing USPS meter label solution Software Upgrade USPS meter label solution Registration Create Shipping Label All Labels Domestic Labels Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 10

11 USPS METER LABEL SOLUTION USER GUIDE TABLE OF CONTENTS International Labels International Labels/Customs Forms Electronic Merchandise Return Service Import Orders Address Book General Import Addresses Export Addresses Shipping Cart Print Label and Shipping Cart Shipping History General Package Pickup Shipping Tools Domestic/International Price and Service Tracking Address Verification ODBC Integration Preferences Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 11

12 USPS METER LABEL SOLUTION USER GUIDE TABLE OF CONTENTS Messages Chapter 22. Appendix Domestic Service Descriptions Domestic Service Options International Service Descriptions International Service Options Chapter 23. Resources Chapter 24. Glossary Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 12

14 USPS METER LABEL SOLUTION USER GUIDE 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 c all 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 ed to your customer. In more detail, USPS meter label solution software provides the following USPS shipping services and information: Create Shipping Labels Domestic Shipping Label generates a single-ply barcode label for Priority Mail Express, USPS Tracking or USPS Signature bar-coded labels for Priority Mail, First-Class Package Service parcels, and Package Services (Media Mail and Library Mail International Shipping Label generates a multiple-ply bar-coded label for Global Express Guaranteed, Priority Mail Express International, Priority Mail International, and First-Class Package International Service. (Note: The Commercial Invoice (PS Form 6182), the required documentation for certain Global Express Guaranteed items, is also available if needed.) Customs Declarations Form: generates either PS Form 2976 or PS Form 2976-A (based on mail class, value, weight and destination) required for most international shipments, as well as items sent to domestic APO/FPO/DPO and US Territories locations. Electronic Merchandise Return Service (MRS) Label generates a return label with your MRS Permit account number for items to be returned by Priority Mail, First-Class Package Service or Package Services. Open and Distribute Label provides the ability to create Priority Mail Open and Distribute labels, as well as automatically creating a PS 5630 Form, Confirmation Services Certification. Users can pay for postage via permit or meter device. First-Class Mail address labels provides the ability to print sender and return addresses on envelopes and The Postal Store offered label stock. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 14

15 USPS METER LABEL SOLUTION USER GUIDE CHAPTER 1. INTRODUCTION Import Orders Import Orders provides the ability to import domestic or international labels using an XML, CSV, or Microsoft Access file or ebay account. Shipping Cart Shipping Cart provides the ability to store created labels for processing and printing at a later time. In addition, the Shipping Cart allows you to print SCAN forms for your label shipments and view/fix errors for labels in an ERROR state. Shipping History Shipping History provides the ability to view and export previously printed label data, recreate and pay for a previously printed label, track status, schedule Package Pickup requests, generate reports from shipping history, leverage information to recreate labels, update ebay with tracking status (when shipments are synchronized with ebay), and create electronic Merchandise Return Service (MRS) labels. Package Pickup section provides the ability to schedule USPS Package Pickup requests for printed domestic and international labels based on the Next Postal Delivery Date available. Use Shipping Tools USPS Tracking allows you to check the status of any package shipped using the barcoded number, whether created with USPS meter label solution software, USPS retail location, or other channel, for which the USPS Tracking tool is available. Get Address Info is a standalone address-checking tool. The address-checking tool provides address standardization, and city/state and ZIP Code lookup features. USPS meter label solution software uses the USPS Address Management System database to standardize addresses by correcting errors in street addresses and returns the ZIP + 4. City/state lookup provides the city and state corresponding to any given ZIP Code. Calculate a Price standards calculate and compare single piece postage prices, delivery standards, discounted electronic prices, Confirmation services fees, and insurance fees for packages shipped domestically by, First-Class Package Service, Priority Mail Express (includes standard/customer s own packaging, and flat rate envelopes), Priority Mail (includes standard/customer s own packaging, flat rate envelope, medium flat rate box, large flat rate box, and small flat rate box), and Package Services mail classes, or Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 15

16 USPS METER LABEL SOLUTION USER GUIDE CHAPTER 1. INTRODUCTION internationally by Global Express Guaranteed, Priority Mail Express International, Priority Mail International, and First-Class Package International Service. Also provides country specific mailing conditions and restrictions. Cutoffs & Commitments (Priority Mail Express only) allows you to know the scheduled delivery time, drop-off time cutoff, and nearest drop-off facility types and addresses. Address Book Address Book provides the ability to add, edit, and delete individual addresses, manage address groups, and apply addresses to create labels faster and easier. Preferences Preferences provide the ability to assign default information into your shipping labels and other areas of USPS meter label solution software. A unique set of preferences can exist for each selected sender address, allowing you to create multiple profiles of pre ferences within a single version of USPS meter label solution software. Preferences also provide the ability to manage an external device such as a postage meter and imports. 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 Offline capabilities throughout the application provide a way to make use of limited-functionality of USPS meter label solution software without Internet connectivity. Offline functionality available includes, but is not limited to, addingg domestic, international, and/or customs labels/forms to the Shipping Cart. For further quick-reference information, refer to the Help link in the USPS meter label solution application. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 16

18 USER GUIDE 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: Internet Explorer version (or higher). At least 89 MB of free space to install and run the program (If.NET 4.5 framework is already installed). Screen Resolution is set at a minimum of 1024 x 768 pixels. At least one printer installed in order to use the Print Preview functionality in Shipping Cart. Adobe Reader is required to view electronic Merchandise Return Service (MRS) labels via the attachment when an recipient is requested by the Sender. A PC with an Internet connection is required to register for USPS meter label solution software and use the key online capabilities and attain application updates from USPS. 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: Any fields with an asterisk adjacent to field label name are required fields. USPS meter label solution software will not alert you to invalid data until a request is submitted. An error message dialog box will be returned when an error is encountered. Fields with drop down boxes contain all valid entries for that field. You cannot enter any other data. ZIP Code fields only accept five numeric characters. ZIP + 4 fields only accept four numeric characters. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 18

19 USER GUIDE CHAPTER 2. GETTING STARTED Pounds and ounces fields only allow numeric characters. If the total weight is invalid, an error message will be displayed. Invalid combinations of city/state or city/state/zip Code will cause an error message to be displayed. This error message will have to do with an invalid address rather than invalid characters. If an error message is returned, a pop-up box will appear with the error description. If the error was due to the input on the screen, corrections can be made and the request re-submitted. Communication between your session of USPS meter label solution software and USPS servers occurs via a Secure Sockets Layer (SSL) connection to maintain integrity of the data. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 19

21 USER GUIDE 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, th e 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 21

22 USER GUIDE CHAPTER 3. SHORTCUTS 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 22

23 USER GUIDE CHAPTER 3. SHORTCUTS 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 23

25 USER GUIDE CHAPTER 4. INSTALLATION 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 ( 2 Scroll down to the Compare Shipping Tools section of the page 3 Click the Download and Install USPS meter label solution software link. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 25

26 USER GUIDE CHAPTER 4. INSTALLATION 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 26

27 USER GUIDE CHAPTER 4. INSTALLATION 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. 4 Click Install from the popup box. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 27

USER GUIDE CHAPTER 4. INSTALLATION 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.

28 USER GUIDE CHAPTER 4. INSTALLATION 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. 5 If you do not have.net 4.5 framework already installed, please note that additional dialog boxes will display. Click Run: Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 28

29 USER GUIDE CHAPTER 4. INSTALLATION 5a View Install Shield Wizard indicating that.net Framework can be installed. 5b In the middle of processing, click Run on the following dialog box. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 29

USER GUIDE CHAPTER 4. INSTALLATION 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.

30 USER GUIDE CHAPTER 4. INSTALLATION 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. 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 30

USER GUIDE CHAPTER 4. INSTALLATION Copyright 2017.

USER GUIDE CHAPTER 4. INSTALLATION 8 Enter Customer Information. Click Next.

33 USER GUIDE CHAPTER 4. INSTALLATION 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 33

USER GUIDE CHAPTER 4. INSTALLATION 10 Review all Installation settings. Click Install.

35 USER GUIDE CHAPTER 4. INSTALLATION a. Please wait as USPS meter label solution software installs onto your computer. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 35

36 USER GUIDE CHAPTER 4. INSTALLATION b. 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. c. 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 36

37 USER GUIDE CHAPTER 4. UPGRADE Upgrade to USPS meter label solution Software 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. 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. 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 37

38 USER GUIDE CHAPTER 4. UPGRADE 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 38

40 USER GUIDE 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 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 40

41 USER GUIDE CHAPTER 5. REGISTRATION 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 41

42 USER GUIDE CHAPTER 5. REGISTRATION 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 addr ess returns on ZIP Code Lookup page ( If your address does not appear contact your local AMS offices, which can be identified by using the AMS Office Locator Tool ( 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. 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 42

USER GUIDE CHAPTER 5. REGISTRATION Copyright 2017.

45 USER GUIDE CHAPTER 7. CREATE SHIPPING LABELS Chapter 6. Shipping Overview Getting Started Shipping Overview is now the default start up page of the application. When you open the application f or 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 View information about who the application is registered to. View metrics on: o The number of shipping labels in shipping cart o The number of packages with today s ship date o Today s date o Package information The number of labels created yesterday The number of shipments recently delivered The number of shioments scheduled for pickup today o To view the Shipping Overview click on the USPS meter label solution logo (home button) to access the Landing Page. Click on the following options for your shipping needs: o Create o Manage o View o Track Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 45

USER GUIDE CHAPTER 7. CREATE SHIPPING LABELS Create Create New Shipments 1 Click here to create a new USPS shipping label to print or save to the shipping cart.

46 USER GUIDE CHAPTER 7. CREATE SHIPPING LABELS 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 Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 46

USER GUIDE CHAPTER 7. CREATE SHIPPING LABELS d. Customs Form 2076-A/CP72 e. International Shipping Label f. Open and Distribute Label g. First-Class Mail Address Label h.

47 USER GUIDE CHAPTER 7. CREATE SHIPPING LABELS 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 47

USER GUIDE CHAPTER 7. CREATE SHIPPING LABELS Batch Process Orders 1 Click here to import shipping labels from a CSV or Access file, ebay, or database.

48 USER GUIDE CHAPTER 7. CREATE SHIPPING LABELS 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 48

49 USER GUIDE CHAPTER 7. CREATE SHIPPING LABELS 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 49

USER GUIDE CHAPTER 7. CREATE SHIPPING LABELS Manage and Update Account Settings 1 Click here to view and set account settings through account preferences.

50 USER GUIDE CHAPTER 7. CREATE SHIPPING LABELS 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 50

USER GUIDE CHAPTER 7. CREATE SHIPPING LABELS 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.

51 USER GUIDE CHAPTER 7. CREATE SHIPPING LABELS 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 51

52 USER GUIDE CHAPTER 7. CREATE SHIPPING LABELS 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 52

53 USER GUIDE CHAPTER 7. CREATE SHIPPING LABELS 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 53

USER GUIDE CHAPTER 7. CREATE SHIPPING LABELS View Database Management 1 Click here setup and access your external database connections using the application.

54 USER GUIDE CHAPTER 7. CREATE SHIPPING LABELS 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 54

55 USER GUIDE CHAPTER 7. CREATE SHIPPING LABELS 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 55

56 USER GUIDE CHAPTER 7. CREATE SHIPPING LABELS Track 1 Click on Track and Confirm Packages to view tracking status of individual shipments or via a batch process. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 56

58 USER GUIDE 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. , 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 58

59 USER GUIDE CHAPTER 7. CREATE DOMESTIC SHIPPING LABELS 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. 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 and DMM Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 59

60 USER GUIDE CHAPTER 7. CREATE DOMESTIC SHIPPING LABELS 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 60

61 USER GUIDE CHAPTER 7. CREATE DOMESTIC SHIPPING LABELS 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: Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 61

62 USER GUIDE CHAPTER 7. CREATE DOMESTIC SHIPPING LABELS 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 Origi nation 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 62

63 USER GUIDE CHAPTER 7. CREATE DOMESTIC SHIPPING LABELS 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, domes tic addresses will automatically be standardized to USPS Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 63

64 USER GUIDE CHAPTER 7. CREATE DOMESTIC SHIPPING LABELS standards upon performing this action. If there is missing information, you will be prompted to correct error(s) and re -calculate to obtain prices. TIP - 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 Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 64

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.

65 USER GUIDE CHAPTER 7. CREATE DOMESTIC SHIPPING LABELS 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 65

66 USER GUIDE CHAPTER 7. CREATE DOMESTIC SHIPPING LABELS 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 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. TIP - See Preferences for more details on how to immediately have new preferences take effect. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 66

67 USER GUIDE CHAPTER 7. CREATE DOMESTIC SHIPPING LABELS For information regarding package size requirements and how to measure packages, refer to the screenshot below: Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 67

68 USER GUIDE CHAPTER 7. CREATE APO/FPO/DPO AND PTFAS LABEL 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. TIP - 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 through 2.5. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 68

69 USER GUIDE CHAPTER 7. CREATE APO/FPO/DPO AND PTFAS LABEL 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. 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 app ear 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 69

70 USER GUIDE CHAPTER 7. CREATE APO/FPO/DPO AND PTFAS LABEL 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 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 70

72 USER GUIDE CHAPTER 7. CREATE APO/FPO/DPO AND PTFAS LABEL 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 72

73 USER GUIDE CHAPTER 7. CREATE APO/FPO/DPO AND PTFAS LABEL 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 Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 73

75 USER GUIDE CHAPTER 7. CREATE APO/FPO/DPO AND PTFAS LABEL 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 75

76 USER GUIDE CHAPTER 7. CREATE APO/FPO/DPO AND PTFAS LABEL 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 76

77 USER GUIDE CHAPTER 7. CREATE APO/FPO/DPO AND PTFAS LABEL 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 Click the Separate Label and Customs Form checkbox if you would like the APO/FPO/DPO and PTFAS Label to be added to the car t 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 77

78 USER GUIDE CHAPTER 7. CREATE APO/FPO/DPO AND PTFAS LABEL 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 inf ormation 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 78

79 USER GUIDE CHAPTER 7. CREATE INTERNATIONAL LABELS 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 cho sen or an existing Sender Address can be modified. 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 79

80 USER GUIDE CHAPTER 7. CREATE INTERNATIONAL LABELS 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 s aved address to populate the Recipient Information. Only international addresses may be selected. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 80

81 USER GUIDE CHAPTER 7. CREATE INTERNATIONAL LABELS 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 81

83 USER GUIDE CHAPTER 7. CREATE INTERNATIONAL LABELS 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 clo sest 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 Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 83

87 USER GUIDE CHAPTER 7. CREATE INTERNATIONAL LABELS 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: Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 87

88 USER GUIDE CHAPTER 7. CREATE INTERNATIONAL LABELS 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 ent ered, 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 onl ine 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 88

89 USER GUIDE CHAPTER 7. CREATE INTERNATIONAL LABELS 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 89

90 USER GUIDE CHAPTER 7. CREATE INTERNATIONAL LABELS 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 Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 90

92 USER GUIDE CHAPTER 7. CREATE INTERNATIONAL LABELS 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 Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 92

93 USER GUIDE CHAPTER 7. CREATE INTERNATIONAL LABELS - 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 93

94 USER GUIDE CHAPTER 7. CREATE INTERNATIONAL LABELS 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 proper ties. The maximum number of labels that can be printed or saved in this manner is 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 94

95 USER GUIDE CHAPTER 7. CREATE INTERNATIONAL LABELS 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. 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 95

96 USER GUIDE CHAPTER 7. CREATE INTERNATIONAL LABELS 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 96

97 USER GUIDE CHAPTER 7. CREATE INTERNATIONAL LABELS 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 97

USER GUIDE CHAPTER 7. CREATE INTERNATIONAL LABELS 7 Select Delivery City. Select the delivery city radio button that you wish to use for your package. When complete, click the Next button.

98 USER GUIDE CHAPTER 7. CREATE INTERNATIONAL LABELS 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 98

USER GUIDE CHAPTER 7. CREATE INTERNATIONAL LABELS 8 Enter Package Information. Select or enter all required Package and Content Information. When complete, click the Next button.

99 USER GUIDE CHAPTER 7. CREATE INTERNATIONAL LABELS 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 99

100 USER GUIDE CHAPTER 7. CREATE INTERNATIONAL LABELS 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 100

101 USER GUIDE CHAPTER 7. CREATE CUSTOMS FORM 2976/CN22 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 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 101

102 USER GUIDE CHAPTER 7. CREATE CUSTOMS FORM 2976/CN22 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 Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 102

103 USER GUIDE CHAPTER 7. CREATE CUSTOMS FORM 2976/CN22 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 103

105 USER GUIDE CHAPTER 7. CREATE CUSTOMS FORM 2976/CN22 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 readding 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 105

106 USER GUIDE CHAPTER 7. CREATE CUSTOMS FORM 2976/CN22 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 106

107 USER GUIDE CHAPTER 6. CREATE CUSTOMS FORM 2976A/CP72 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. 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 L abel can be used. This label combines all required domestic and customs form information. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 107

108 USER GUIDE CHAPTER 6. CREATE CUSTOMS FORM 2976A/CP72 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 108

109 USER GUIDE CHAPTER 6. CREATE CUSTOMS FORM 2976A/CP72 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 inf ormation, 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 109

112 USER GUIDE CHAPTER 6. CREATE CUSTOMS FORM 2976A/CP72 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 112

USER GUIDE CHAPTER 6. CREATE CUSTOMS FORM 2976A/CP72 8 Click View Package Summary expander to preview all entered information. You can also use this feature as you view the label form.

113 USER GUIDE CHAPTER 6. CREATE CUSTOMS FORM 2976A/CP72 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 lab els. 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 113

114 USER GUIDE CHAPTER 7. CREATE OPEN AND DISTRIBUTE LABEL 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 , 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 114

115 USER GUIDE CHAPTER 7. CREATE OPEN AND DISTRIBUTE LABEL 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 the Return Label to your customer, be sure to enter the customer s 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 115

116 USER GUIDE CHAPTER 7. CREATE OPEN AND DISTRIBUTE LABEL 5 Click Package Information expander and enter Package Information. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 116

117 USER GUIDE CHAPTER 7. CREATE OPEN AND DISTRIBUTE LABEL 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 valu e 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 117

USER GUIDE CHAPTER 7. CREATE OPEN AND DISTRIBUTE LABEL 7 Click View Package Summary expander to preview all entered information. You can also use this feature as you view the label form.

118 USER GUIDE CHAPTER 7. CREATE OPEN AND DISTRIBUTE LABEL 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 the Return Label to the customer, select the 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 or save, click the clear all button. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 118

119 USER GUIDE CHAPTER 7. CREATE OPEN AND DISTRIBUTE LABEL 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 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. 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 Open and Distribute form, see edit Preferences, Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 119

120 USER GUIDE CHAPTER 7. CREATE OPEN AND DISTRIBUTE LABEL 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 120

USER GUIDE CHAPTER 7. CREATE OPEN AND DISTRIBUTE LABEL Copyright 2017.

122 USER GUIDE CHAPTER 7. CREATE OPEN AND DISTRIBUTE LABEL 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. 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 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 122

123 USER GUIDE CHAPTER 7. CREATE OPEN AND DISTRIBUTE LABEL 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 oth er 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 123

124 USER GUIDE CHAPTER 7. CREATE OPEN AND DISTRIBUTE LABEL 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 124

125 USER GUIDE CHAPTER 7. CREATE FIRST-CLASS MAIL LETTER LABEL 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 al so available below the sender address. TIP - 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 125

126 USER GUIDE CHAPTER 7. CREATE FIRST-CLASS MAIL LETTER LABEL 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. TIP - 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 app ear 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 126

127 USER GUIDE CHAPTER 7. CREATE FIRST-CLASS MAIL LETTER LABEL 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 ( Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 127

128 USER GUIDE CHAPTER 7. CREATE FIRST-CLASS MAIL LETTER LABEL 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. TIP - For more details on how to Open Address Book, see Address Book and Create Labels section. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 128

USER GUIDE CHAPTER 7. CREATE FIRST-CLASS MAIL LETTER LABEL 6 Click View Package Summary expander to preview all entered information. You can also use this feature as you view the labe l form.

129 USER GUIDE CHAPTER 7. CREATE FIRST-CLASS MAIL LETTER LABEL 6 Click View Package Summary expander to preview all entered information. You can also use this feature as you view the labe l 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. TIP - See Preferences for more details on how to immediately have new preferences take effect. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 129

130 USER GUIDE CHAPTER 7. CREATE LABEL USING EXPRESS CHECKOUT FUNCTIONALITY 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 130

131 USER GUIDE CHAPTER 7. CREATE LABEL USING EXPRESS CHECKOUT FUNCTIONALITY 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 Ord er page. 2) If an invalid meter is stored in your account preferences, a popup window will display instructing you to correct the meter informa tion 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 131

133 USER GUIDE CHAPTER 7. CREATE LABEL USING EXPRESS CHECKOUT FUNCTIONALITY 5 Click Next. View the second page of the Print Wizard Indicating enhanced print preferences. 6 Check Next. View the printer name selection page. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 133

134 USER GUIDE CHAPTER 7. CREATE LABEL USING EXPRESS CHECKOUT FUNCTIONALITY 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 134

135 USER GUIDE CHAPTER 7. ADDRESS BOOK CONTACTS AND CREATE LABEL 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 Recip ient 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 135

136 USER GUIDE CHAPTER 7. ADDRESS BOOK CONTACTS AND CREATE LABEL TIP - 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 r equiring communication with USPS. 3 Click Save. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 136

138 USER GUIDE 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. Th e 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). Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 138

139 USER GUIDE CHAPTER 8. ADDRESS BOOK TIP - 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. TIP - 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 139

140 USER GUIDE CHAPTER 8. ADDRESS BOOK 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 140

141 USER GUIDE CHAPTER 8. 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 141

142 USER GUIDE CHAPTER 8. ADDRESS BOOK TIP - All domestic addresses are immediately validated upon saving/editing or importing addresses. No invalid domestic addresses wi ll 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 142

143 USER GUIDE CHAPTER 8. ADDRESS BOOK 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. TIP - 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 143

144 USER GUIDE CHAPTER 8. ADDRESS BOOK 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. TIP - Unassigned group cannot be deleted as this is the default group that addresses are added to when no specific group has been s pecified. 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 144

145 USER GUIDE CHAPTER 8. ADDRESS BOOK 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. 5 Click OK to confirm deletion. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 145

146 USER GUIDE CHAPTER 8. ADDRESS BOOK 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. 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. 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 Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 146

147 USER GUIDE CHAPTER 8. ADDRESS BOOK 7 Click Go. TIP - The selected address record now no longer exists in the group for which the table is filtered but does exist in the group selecte d 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. 5 Select Add to from Select Action drop-down menu. 6 Select a group from the Address Group drop-down menu. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 147

148 USER GUIDE CHAPTER 8. ADDRESS BOOK TIP - 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. TIP - The selected address record now exists in the user defined group for which the table is filtered AND in the group s elected in the Address Group dropdown 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 148

149 USER GUIDE CHAPTER 8. ADDRESS BOOK 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 Bo ok 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 149

150 USER GUIDE CHAPTER 8. ADDRESS BOOK TIP - 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 150

151 USER GUIDE CHAPTER 8. ADDRESS BOOK 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 151

152 USER GUIDE CHAPTER 8. ADDRESS BOOK 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 152

153 USER GUIDE CHAPTER 8. ADDRESS BOOK 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 overwr itten)/and which address failed import. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 153

USER GUIDE CHAPTER 8. ADDRESS BOOK TIP - 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.

154 USER GUIDE CHAPTER 8. ADDRESS BOOK TIP - 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 154

155 USER GUIDE CHAPTER 8. ADDRESS BOOK 2 To view the address related to each error on the screen, click on any of the row number hyperlinks. 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 Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 155

156 USER GUIDE CHAPTER 8. ADDRESS BOOK 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 156

157 USER GUIDE CHAPTER 8. ADDRESS BOOK 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 157

158 USER GUIDE CHAPTER 8. ADDRESS BOOK 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. TIP - If replacing an existing file, make sure the.csv file is not open upon trying to export addresses. The system will throw an err or 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 158

160 USER GUIDE 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 Desc ription 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 160

161 USER GUIDE CHAPTER 9. SHIPPING CART Shipping Cart Actions Edit: This action gives the users the ability to remove the label from the Shipping Cart and repopulate the original information in to the create label page for editing. Delete: This action gives users the ability to remove label(s) from the Shipping Cart. Deleting a label(s) will permanently remove t hat label. This action is available to all labels. Update Date: This action gives users the ability to update the printing date for label(s) in the Shipping Cart. Doing this will cause the updated labels to have a status of PENDING. 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 161

162 USER GUIDE CHAPTER 9. SHIPPING CART 3 View the confirmation pop-up window, which explains that upon editing the label, the label will be removed from the shipping cart and repopulated 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 162

164 USER GUIDE CHAPTER 9. SHIPPING CART 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 Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 164

165 USER GUIDE CHAPTER 9. SHIPPING CART 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/CN 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: Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 165

166 USER GUIDE CHAPTER 9. SHIPPING CART 1. Domestic. 2. International. 3. Customs Form 2976/CN 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 166

168 USER GUIDE CHAPTER 9. SHIPPING CART 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) Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 168

169 USER GUIDE CHAPTER 9. SHIPPING CART 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 comp lete 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 169

USER GUIDE CHAPTER 9. SHIPPING CART 4 View Delete Shipping Cart record confirmation module.

171 USER GUIDE CHAPTER 10. IMPORT ORDERS/LABELS AND TRACKING NUMBERS Chapter 10 Import Orders/Labels and Tracking Numbers Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 171

172 USER GUIDE 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 172

173 USER GUIDE CHAPTER 10. IMPORT ORDERS/LABELS AND TRACKING NUMBERS 4 Click the Next button. Note: For XML files, clicking NEXT navigates you to the Summary page, step (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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 173

175 USER GUIDE CHAPTER 10. IMPORT ORDERS/LABELS AND TRACKING NUMBERS 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 wi th the default value. Fields with Asterisks (*) are required. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 175

177 USER GUIDE CHAPTER 10. IMPORT ORDERS/LABELS AND TRACKING NUMBERS 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 177

178 USER GUIDE CHAPTER 10. IMPORT ORDERS/LABELS AND TRACKING NUMBERS 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: Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 178

180 USER GUIDE CHAPTER 10. IMPORT ORDERS/LABELS AND TRACKING NUMBERS 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 180

181 USER GUIDE CHAPTER 10. IMPORT ORDERS/LABELS AND TRACKING NUMBERS 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 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 181

USER GUIDE CHAPTER 10. IMPORT ORDERS/LABELS AND TRACKING NUMBERS 9 On the Link your ebay account to United States Postal Service screen, click on the I Agree button.

182 USER GUIDE CHAPTER 10. IMPORT ORDERS/LABELS AND TRACKING NUMBERS 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 182

183 USER GUIDE CHAPTER 10. IMPORT ORDERS/LABELS AND TRACKING NUMBERS 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 183

184 USER GUIDE CHAPTER 10. IMPORT ORDERS/LABELS AND TRACKING NUMBERS b. c. When a Failed Label is highlighted, the system will list the errors for the label. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 184

185 USER GUIDE CHAPTER 10. IMPORT ORDERS/LABELS AND TRACKING NUMBERS 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. 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 185

187 USER GUIDE CHAPTER 10. IMPORT ORDERS/LABELS AND TRACKING NUMBERS 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 Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 187

188 USER GUIDE CHAPTER 10. IMPORT ORDERS/LABELS AND TRACKING NUMBERS 4 On the Select Import File the Data Source Name and File Path will be pre-populated, but editable. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 188

189 USER GUIDE CHAPTER 10. IMPORT ORDERS/LABELS AND TRACKING NUMBERS 5 Click the Next button. Note: For XML files, clicking NEXT navigates you to the Summary page, step (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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 189

191 USER GUIDE CHAPTER 10. IMPORT ORDERS/LABELS AND TRACKING NUMBERS 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. Fie lds with Asterisks (*) are required. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 191

192 USER GUIDE CHAPTER 10. IMPORT ORDERS/LABELS AND TRACKING NUMBERS 9 If you selected an Existing Mapping, the columns will be aligned as the Existing Mapping had t hem. The columns are still editable. 10 Click the Next button. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 192

193 USER GUIDE CHAPTER 10. IMPORT ORDERS/LABELS AND TRACKING NUMBERS 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 193

194 USER GUIDE CHAPTER 10. IMPORT ORDERS/LABELS AND TRACKING NUMBERS 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: Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 194

196 USER GUIDE CHAPTER 10. IMPORT ORDERS/LABELS AND TRACKING NUMBERS 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 th e Shipping Cart. Note: If USPS meter label solution software is offline, the Print option will not be available. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 196

197 USER GUIDE CHAPTER 10. IMPORT ORDERS/LABELS AND TRACKING NUMBERS 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 197

198 USER GUIDE CHAPTER 10. IMPORT ORDERS/LABELS AND TRACKING NUMBERS 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 198

199 USER GUIDE CHAPTER 10. IMPORT ORDERS/LABELS AND TRACKING NUMBERS 4 Click the Next button. The Import Summary window opens showing the progress and summary of the import. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 199

201 USER GUIDE CHAPTER 10. IMPORT ORDERS/LABELS AND TRACKING NUMBERS 5 Click on the Finish button. A popup window opens displaying the number of tracking number(s) added. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 201

202 USER GUIDE CHAPTER 10. IMPORT ORDERS/LABELS AND TRACKING NUMBERS 6 Click the OK button. The Track & Confirm page displays the imported tracking numbers and their st atus. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 202

204 USER GUIDE 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 204

205 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 205

206 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 206

207 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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 d ownload is available here: Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 207

208 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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 t he database has a username and password associated with it, enter each within their respective fields. CAUTION: Most Access Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 208

209 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT databases, even if password protected, do not have a username. As such, the user should only enter the password before proceeding to step 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 209

USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 13 On the External Database Mapping page, select the appropriate table from the Available External Database Tables dropdo wn.

210 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 13 On the External Database Mapping page, select the appropriate table from the Available External Database Tables dropdo wn. 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 210

211 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 211

212 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 212

USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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.

213 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 213

214 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 214

USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 19 On the External Database Access page, users can search their database, allowing them to auto-populate various label types.

215 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 215

216 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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 righ t side of the page. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 216

USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 22 To track that customer s shipments, click a tracking number from the list grid on the lower half of the page.

217 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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 lab el type with the auto-populated shipping information for the customer. CSV Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 217

USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 1 Click the Database Management button on the bottom navigation bar and select Configure Data Source from the pop -up context menu.

218 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 218

USER GUIDE CHAPTER 11. DATABASE MANAGEMENT Copyright 2017.

220 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 220

221 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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: 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 221

222 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 6 In the Select Directory popup, select the appropriate directory within the list grid on the right. The user will need to na me 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. Clic k 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 wi ll navigate the user to the Create or Use an Existing External Database Mapping page. 10A 10B Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 222

223 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 223

224 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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 A 13B Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 224

225 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 225

226 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 15 If a user would like to map fields individually, select a field from the ODBC fields list grid, select an associated field fr om the MLS fields list grid, and click the Map Fields button. 15C 15A 15B Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 226

227 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 227

228 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 228

229 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 229

230 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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 Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 230

231 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 231

232 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 232

233 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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 Excel Driver (*.xls, *.xlsx, *.xlsm, *.xlsb). If this driver does not appear, the user will need to download it. The download is available here: 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 Adm inistrator (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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 233

USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 9 Click the Connect button in the lower right corner of the page. A successful connection will prompt a confirmation stating, Connection Successful.

234 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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 10B Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 234

235 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. 11A 11B Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 235

236 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 236

237 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. 13A 13B Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 237

238 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 238

239 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 15 If a user would like to map fields individually, select a field from the ODBC fields list grid, select an associated field fr om the MLS fields list grid, and click the Map Fields button. 14C 14A 14B Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 239

240 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 240

241 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 241

242 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 242

243 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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 Cont act in the upper right portion of the page. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 243

244 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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 navi gate the user to that label type with the auto-populated shipping information for the customer Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 244

245 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 245

246 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 246

247 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 247

USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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.

248 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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: 5 After selecting the driver, click the Finish button 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 248

USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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.

249 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. 7 8A 8B 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 249

USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 10 On the External Database Connectivity page, type the data source name from step 1 in the *Data Source Name: textbox.

250 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 10 On the External Database Connectivity page, type the data source name from step 1 in the *Data Source Name: textbox. Clic k 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 250

USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 11 Select a database from the Select a Database dropdown in the lower left corner of the page. Click t he Next button.

251 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 11 Select a database from the Select a Database dropdown in the lower left corner of the page. Click t he Next button. This will navigate the user to the Create or Use an Existing External Database Mapping page. 11A 11B Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 251

USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 12 On the Create or Use Existing External Database Mapping page, name your mapping by typing it in the Name: textbox.

252 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. 12A 12B Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 252

253 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 253

254 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. 14A 14B Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 254

255 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 255

256 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. 16A 16C 16B Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 256

257 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 257

258 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 258

259 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 19 On the External Database Access page, users can search their database, al lowing 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 259

260 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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 r ight portion of the page. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 260

261 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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 lab el type with the auto-populated shipping information for the customer Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 261

262 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 262

263 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 263

264 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 264

265 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 4 Select SQL Server Native Client The driver should be installed with the installation of SQL Server. However, if you need to download the driver, it is available here: 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. 4 5 Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 265

266 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 6 In the Create a New Data Source to SQL Server popup, name your data source in the Name: textbox. In the Server: textbo x, 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: Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 266

267 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 7 Click Finish. This will navigate the user to the ODBC Microsoft SQL Server Setup popup. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 267

268 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 268

269 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. Clic k 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. 10A 10B Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 269

270 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. 11A 11B Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 270

271 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. 12A 12B Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 271

272 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 13 On the External Database Mapping page, select the appropriate table from the Available External Database Tables dropdown. Th e list grid will populate with fields from the connected data source. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 272

273 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 14 If a user would like to define a primary key, highlight the appropriate field in the Available External Database Fields listg rid. After highlighting the field, click the Define Primary Key button. 14A 14B Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 273

274 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 274

275 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. 16C v 16B 16A Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 275

276 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. v Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 276

277 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. v Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 277

278 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 278

279 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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 r ight portion of the page. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 279

280 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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 lab el type with the auto-populated shipping information for the customer Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 280

281 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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 t he 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 281

282 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. 2A 2B Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 282

283 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 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. 3A 3B Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 283

284 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 4 On the Create or Use Existing External Database Mapping page, select the Mapping. Click Edit Mapping. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 284

285 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 5 This will navigate the user to the External Database Mapping Page. If a user would like to edit map pings, it can be done here. Otherwise, click Next to proceed to the External Database Access page. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 285

286 USER GUIDE CHAPTER 11. DATABASE MANAGEMENT 6 The user will be able to search the external database, track customer information, and auto -populate labels from the page. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 286

288 USER GUIDE 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: 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 and must be online to or print). Delete printed labels. Display only Labels In Shipping History table based on general tracking status. Search Shipping History. 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 Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 288

USER GUIDE CHAPTER 12. 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.

289 USER GUIDE CHAPTER 12. 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 289

290 USER GUIDE CHAPTER 12. SHIPPING HISTORY 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: Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 290

291 USER GUIDE CHAPTER 12. SHIPPING HISTORY 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 US PS 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 291

292 USER GUIDE CHAPTER 12. SHIPPING HISTORY 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 respectiv e 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 e nd 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 292

293 USER GUIDE CHAPTER 12. SHIPPING HISTORY 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/ ing. 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 Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 293

294 USER GUIDE CHAPTER 12. SHIPPING HISTORY 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 Rev iew 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 294

296 USER GUIDE 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 p age 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 296

298 USER GUIDE CHAPTER 13. USER REPORTING 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 298

299 USER GUIDE CHAPTER 13. USER REPORTING 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 299

300 USER GUIDE CHAPTER 13. USER REPORTING You may also apply various types of filters to limit the information in the report only to what you need. The Select a perio d 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 300

301 USER GUIDE CHAPTER 13. USER REPORTING 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 301

302 USER GUIDE CHAPTER 11. USER REPORTING 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 302

303 USER GUIDE CHAPTER 11. USER REPORTING 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 303

304 USER GUIDE CHAPTER 11. USER REPORTING 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 304

305 USER GUIDE 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 305

USER GUIDE CHAPTER 9. IMPORT ORDERS / LABELS 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.

306 USER GUIDE CHAPTER 9. IMPORT ORDERS / LABELS 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 306

307 USER GUIDE CHAPTER 11. SHIPPING HISTORY Generating the Report Once you select your filtering options on the Generate Report page, click on the Generate Report button. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 307

308 USER GUIDE CHAPTER 11. SHIPPING HISTORY 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: Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 308

309 USER GUIDE CHAPTER 11. SHIPPING HISTORY 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 o f 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). Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 309

310 USER GUIDE CHAPTER 11. SHIPPING HISTORY 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 310

312 USER GUIDE 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 312

313 USER GUIDE CHAPTER 14. PACKAGE PICKUP 3 Click Create New Package Pickup. Note: For additional information on next day Package Pickup view USPS.com Package Pickup ( 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 313

314 USER GUIDE CHAPTER 14. PACKAGE PICKUP 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 314

315 USER GUIDE CHAPTER 14. 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 Ca ncel 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 315

316 USER GUIDE CHAPTER 14. 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 316

318 USER GUIDE CHAPTER 15. SHIPPING TOOLS AND TRACK AND CONFIRM 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 318

319 USER GUIDE CHAPTER 15. SHIPPING TOOLS AND TRACK AND CONFIRM 3 Click Calculate Rates. Example: Calculate a Price Page (Domestic) Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 319

320 USER GUIDE CHAPTER 15. SHIPPING TOOLS AND TRACK AND CONFIRM 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 320

321 USER GUIDE CHAPTER 15. SHIPPING TOOLS AND TRACK AND CONFIRM 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 321

322 USER GUIDE CHAPTER 15. SHIPPING TOOLS AND TRACK AND CONFIRM 4 Click Calculate Rates. Example: Calculate a Price Page (International) Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 322

323 USER GUIDE CHAPTER 15. SHIPPING TOOLS AND TRACK AND CONFIRM 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 an d 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. Indiv idual country prohibitions and restrictions apply. Indemnity and insurance is not available for Priority Mail International Flat Ra te Envelopes or Small Flat Rate Priced Boxes. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 323

324 USER GUIDE CHAPTER 15. SHIPPING TOOLS AND TRACK AND CONFIRM 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 popul ate Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 324

325 USER GUIDE CHAPTER 15. SHIPPING TOOLS AND TRACK AND CONFIRM 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 325

326 USER GUIDE CHAPTER 15. SHIPPING TOOLS AND TRACK AND CONFIRM TIP - There is no limit to the number of tracking numbers that can be added to the track/confirm table; but all tracking numbers wi ll 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 326

328 USER GUIDE 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 328

329 USER GUIDE CHAPTER 16.SHIPPING DASHBOARD AND SCAN FORMS In order to view the Shipping Dasboard you may: Click on the Package Management button on the bottom navigation bar and select Shipping Dashboard option which will navigate you to the Shipping Dashboard. On the Shipping Overview page, click on the View tab then select View Available Shipping Tools option -> Shipping Dashboard. Click on the Shipping Tools button on the top navigation bar and select Shipping Dashboard option which will navigate you to the Shipping Dashboard. 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 Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 329

USER GUIDE CHAPTER 16.SHIPPING DASHBOARD AND SCAN FORMS 4 To view packages of a certain outbound shipment, select the hyperlinked package number under a particular status column.

330 USER GUIDE CHAPTER 16.SHIPPING DASHBOARD AND SCAN FORMS 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 Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 330

331 USER GUIDE CHAPTER 16.SHIPPING DASHBOARD AND SCAN FORMS 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) Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 331

332 USER GUIDE CHAPTER 16.SHIPPING DASHBOARD AND SCAN FORMS 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 Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 332

333 USER GUIDE CHAPTER 16.SHIPPING DASHBOARD AND SCAN FORMS 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 Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 333

USER GUIDE CHAPTER 16.SHIPPING DASHBOARD AND SCAN FORMS 4 To view labels of a certain pending SCAN Form, select the checkbox of the pending SCAN Form you want to view.

334 USER GUIDE CHAPTER 16.SHIPPING DASHBOARD AND SCAN FORMS 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 Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 334

USER GUIDE CHAPTER 16.SHIPPING DASHBOARD AND SCAN FORMS Copyright 2017.

336 USER GUIDE CHAPTER 16.SHIPPING DASHBOARD AND SCAN FORMS 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 Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 336

337 USER GUIDE CHAPTER 16.SHIPPING DASHBOARD AND SCAN FORMS 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 337

338 USER GUIDE CHAPTER 16.SHIPPING DASHBOARD AND SCAN FORMS 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 338

339 USER GUIDE CHAPTER 16.SHIPPING DASHBOARD AND SCAN FORMS 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 339

340 USER GUIDE CHAPTER 16.SHIPPING DASHBOARD AND SCAN FORMS The SCAN Form Name consist of: From ZIP Code Date and Time it was created for a total of digits Payment Type Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 340

341 USER GUIDE CHAPTER 16.SHIPPING DASHBOARD AND SCAN FORMS 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 341

USER GUIDE CHAPTER 16.SHIPPING DASHBOARD AND SCAN FORMS TIP - In Edit Pending SCAN Form page you can add labels to your pending SCAN Form while viewing the pending SCAN Form information.

343 USER GUIDE CHAPTER 16.SHIPPING DASHBOARD AND SCAN FORMS 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 343

344 USER GUIDE CHAPTER 16.SHIPPING DASHBOARD AND SCAN FORMS 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 alre ady in the pendng SCAN Form that you no longer want. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 344

USER GUIDE CHAPTER 16.SHIPPING DASHBOARD AND SCAN FORMS 1 Select the Pending SCAN Forms dashboard view in dropdown in the Shipping Dashboard. 2 Select a pending SCAN Form in the pending datagrid.

345 USER GUIDE CHAPTER 16.SHIPPING DASHBOARD AND SCAN FORMS 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 345

USER GUIDE CHAPTER 16.SHIPPING DASHBOARD AND SCAN FORMS Removing Labels when Creating a New Pending SCAN Form 1 Select the Pending SCAN Forms dashboard view in dropdown in the Shipping Dashboard.

346 USER GUIDE CHAPTER 16.SHIPPING DASHBOARD AND SCAN FORMS 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 346

347 USER GUIDE CHAPTER 16.SHIPPING DASHBOARD AND SCAN FORMS 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). Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 347

348 USER GUIDE CHAPTER 16.SHIPPING DASHBOARD AND SCAN FORMS 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 o n 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 t he 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)). Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 348

349 USER GUIDE CHAPTER 16.SHIPPING DASHBOARD AND SCAN FORMS 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 349

350 USER GUIDE CHAPTER 16.SHIPPING DASHBOARD AND SCAN FORMS 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 350

351 USER GUIDE CHAPTER 16.SHIPPING DASHBOARD AND SCAN FORMS 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 351

USER GUIDE CHAPTER 17.PREFERENCES View your Closed SCAN Forms 1 Navigate to the Shipping Dashboard from the Shipping Overview page, Shipping Tools or via Package Management button.

353 USER GUIDE CHAPTER 17.PREFERENCES 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 Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 353

354 USER GUIDE CHAPTER 17.PREFERENCES 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 Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 354

355 USER GUIDE CHAPTER 17.PREFERENCES 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 Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 355

356 USER GUIDE CHAPTER 17.PREFERENCES 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). Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 356

359 USER GUIDE 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 preferen ces that can currently be saved. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 359

360 USER GUIDE CHAPTER 17.PREFERENCES 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) Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 360

361 USER GUIDE CHAPTER 17.PREFERENCES 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 Shi pping 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). Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 361

USER GUIDE CHAPTER 17.PREFERENCES 7 Click Label Defaults. TIP - The USPS meter label solution has introduced a new way of viewing your label preferences.

363 USER GUIDE CHAPTER 17.PREFERENCES 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 prefer ences. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 363

364 USER GUIDE CHAPTER 17.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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 364

365 USER GUIDE CHAPTER 17.PREFERENCES 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 365

366 USER GUIDE CHAPTER 17.PREFERENCES 18 Click on Customs Information tab. 19 Enter Default Customs Information Package Details. 20 Enter Default Customs Information Content Details. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 366

367 USER GUIDE CHAPTER 17.PREFERENCES 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 367

368 USER GUIDE CHAPTER 17.PREFERENCES 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 368

370 USER GUIDE CHAPTER 17.PREFERENCES 29 Select Address Label from Label Type dropdown. 30 Enter Default Stock Type. 31 Select Default Label Information. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 370

371 USER GUIDE CHAPTER 17.PREFERENCES 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 371

374 USER GUIDE CHAPTER 17.PREFERENCES 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 374

378 USER GUIDE CHAPTER 17.PREFERENCES 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 378

379 USER GUIDE CHAPTER 17.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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 379

380 USER GUIDE CHAPTER 17.PREFERENCES 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 solut ion 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 380

381 USER GUIDE CHAPTER 17.PREFERENCES 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 Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 381

382 USER GUIDE CHAPTER 17.PREFERENCES 57 Click Import Options. 58 Setup/Edit or Delete Imports on the Import Management tab 59 Delete or view Import Mappings Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 382

USER GUIDE CHAPTER 17.PREFERENCES 60 Click Custom Packages. 61 Enter a custom package name. 62 Enter Length, Width, Height and Girth. 63 Click Save.

383 USER GUIDE CHAPTER 17.PREFERENCES 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 cre ating the next shipping label. Click OK. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 383

384 USER GUIDE CHAPTER 17.PREFERENCES 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 384

USER GUIDE CHAPTER 17.PREFERENCES 68 Click Modify Default Mapping to modify your default data source mapping. 69 Click Delete Data Source to delete your existing data souce.

385 USER GUIDE CHAPTER 17.PREFERENCES 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 385

386 USER GUIDE CHAPTER 17.PREFERENCES 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 386

388 USER GUIDE 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 t o 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 rel ated to the keyword entered. Under Options > Search Highlight On will allow you to easily find the keyword that was entered within each related m odule. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 388

USER GUIDE CHAPTER 18. HELP Copyright 2017.

391 USER GUIDE 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 or phone, please provide the identification number (located within the Registered To: section). Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 391

USER GUIDE 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.

393 USER GUIDE 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. Copyright The United States Postal Service. All Rights Reserved. Terms of Use. 393

Click-N-Ship Business Pro TM (CNS BPro) External User Guide

Click-N-Ship Business Pro TM (CNS BPro) External User Guide Status: Final Version 7.0 Date Last Modified: 03/03/2016 03/03/2016 Click-N-Ship Business Pro TM (CNS BPro) External Guide Page 1 of 40 Table