Table Of Contents. iii

exp.o Help

Table Of Contents Welcome to the exp.o Help Center... 1 Questions about exp.o?... 1 Check out the exp.o Demo Center... 1 What is exp.o?... 1 Learn about exp.o's Features... 1 View our Suggested Browser Settings... 1 Getting Started... 2 What is exp.o?... 2 Features Overview... 3 Execute multiple searches and reports at once...... 3 View document images related to your search... 3 Save your searches and reports for follow-up later... 4 Schedule reports to run any day, any time...... 4 Improved searching options... 5 Expand/Collapse functionality...... 6 Print more than just one section of results...... 6 Multiple browser support...... 7 exp.o Demo Center... 7 Requirements for Using the Demo Center... 7 Additional Recommendations... 8 Tour of the exp.o Interface... 9 1 Search Type & Criteria... 9 2 exp.o Links... 9 3 Search Monitor... 10 4 Searches and Reports Navigation... 10 5 Expeditors Links... 10 6 Support Info & Release Notes... 10 7 Utility Links... 10 8 User Info... 11 9 Action Icons... 11 10 Quick Search & Saving... 11 11 Results... 11 About the Login Page... 13 1. Log In Section... 13 2. Guest Search Section... 13 3. Tip of the Day Section... 14 4. Support Section... 14 Suggested Browser Settings... 15 Overview of Suggested Browser Settings... 15 Adjusting Font Size... 16 Adjusting Screen Resolution... 17 Bookmarking exp.o... 18 Browser Page Cache Settings... 19 Enabling Cookies... 22 Enabling the META Refresh Option... 24 Removing the IE Refresh Sound... 26 Removing the IE Status Bar... 29 Managing Your Reports & Templates... 30 Saving a Search or Report... 30 Configuring Templates... 32 ii

Table Of Contents Customizing Report Columns... 37 Additional Information... 37 Scheduling a Report... 42 Customizing and Preferences... 46 Customizing Preferences Overview... 46 Updating User Profile Information... 50 E-mail Delivery Options... 52 Changing Date/Time Zone Formats... 54 Common Tasks... 56 E-mailing a Report... 56 Expanding and Collapsing... 59 Exporting Data... 62 Printing Results... 64 Sorting Data Columns... 67 Viewing Shipment/e.doc Images... 69 Additional Troubleshooting... 73 Send Us Feedback... 79 Search Monitor... 80 Search Monitor Overview... 80 Search Monitor Tabs... 80 Using the Search Monitor... 82 Customs Declarations Help... 84 Welcome to Customs Declarations Help... 84 What's in Customs Declarations Help?... 84 Other Options in Customs Declarations Help... 84 Overview of Customs Declarations... 85 Input Field Definitions... 85 Searching for Customs Declarations... 87 Understanding Search Results... 88 Entry Details Tab... 88 Events Tab... 88 References Tab... 89 Distribution Help... 91 Welcome to Distribution Help... 91 What's in Distribution Help?... 91 Other options in Distribution Help... 91 Distribution Searches... 92 Real Time Inventory Report Overview... 93 Input Field Descriptions... 93 Creating a Real Time Inventory Report... 95 Viewing Real Time Inventory Results... 97 Min/Max Status Lights Details... 97 SKU Details... 98 Expected Inbound... 98 Work Order Search Overview... 99 Input Field Descriptions... 99 Searching for a Work Order...100 Viewing Work Order Search Results...101 Order Details Tab...101 Inventory Status Tab...101 Shipment Details Tab...102 Advanced Work Order Search Overview...104 Field Descriptions...104 iii

Table Of Contents Creating an Advanced Work Order Search...105 Receipt PO Activity Overview...107 Input Field Descriptions...107 Creating a Receipt PO Activity Search...109 Viewing Receipt PO Activity Results...110 Receipt Visibility Search Overview...112 Input Field Descriptions...113 Creating A Receipt Visibility Search...114 Viewing Receipt Visibility Search Results...116 Receipt Details Tab...116 Inventory Status Tab...116 Distribution Reports...118 Shipping Reports Overview...119 Input Field Descriptions...119 Creating a Shipping Report...121 Pending Shipment Reports Overview...123 Field Definitions...123 Creating a Pending Shipments Report...125 Receipt Reports Overview...127 Field Definitions...127 Creating a Receipt Report...129 Activity Reports Overview...131 Field Descriptions...131 Creating an Activity Report...134 Inventory Aging Reports Overview...136 Field Descriptions...136 Creating an Inventory Aging Report...138 VMI Reports...140 VMI Inventory Reports Overview...141 Input Field Descriptions...141 Creating a VMI Inventory Report...143 VMI Activity Reports Overview...144 Input Field Descriptions...144 Creating a VMI Activity Report...146 Templates and Scheduled Reports...152 Scheduling the Report...153 Order Management Help...157 Welcome to Orders Help...157 What's in Orders Help"...157 Other Options in Orders Help...157 Orders...158 Track Orders Overview...159 Input Field Descriptions...159 Tracking Orders...161 Track Ordered Items By Item ID Overview...162 Input Field Descriptions...162 Tracking Ordered Items By Item ID...165 Track Ordered Items By Date Range Overview...166 Input Field Descriptions...166 Tracking Ordered Items By Date Range...168 Tracking Delayed Items Overview...169 Input Field Descriptions...169 Tracking Delayed Items...171 iv

Table Of Contents Order Status Report Overview...172 Input Field Descriptions...172 Creating An Order Status Report...174 Vendor Performance- Summary Overview...175 Input Field Descriptions...175 Creating a Vendor Performance- Summary Report...177 About the 'Average Weighted Days' Column...178 How to Calculate the Average Weighted Days...178 Vendor Performance- Detail Overview...180 Input Field Descriptions...180 Creating a Vendor Performance- Detailed Report...182 Shipped Items...183 Shipped Order/Item Search Overview...184 Input Field Descriptions...184 Creating a Shipped Order/Items Search...186 Items Received, Not Shipped Overview...187 Input Field Descriptions...187 Creating an Items Received, Not Shipped Search...189 Items In Transit Overview...190 Input Field Descriptions...190 Searching Items In Transit...192 Shipped Item Summary Overview...193 Input Field Descriptions...193 Searching Shipped Item Summaries...194 Order/Item Arrival Schedule Overview...195 Input Field Descriptions...195 Searching Order/Item Arrival Schedules...197 Containers...198 Container Search Overview...199 Input Field Descriptions...199 Searching Containers...201 Container Loadability Overview...202 Input Field Descriptions...203 Container Loadability...205 Printing Container Manifests...206 Order Management Business Definitions...209 A...209 B...209 C...210 D...210 E...211 F...211 G...211 H...211 I...212 J...212 K...212 L...212 M...212 N...213 O...213 P...213 Q...214 v

Table Of Contents R...214 S...215 T...216 U...216 V...216 W...217 X...217 Y...217 Z...217 Transportation Help...218 Welcome To Transportation Help...218 What's in Transportation Help?...218 Other Options in Transportation Help...218 General Shipment Tracking...219 General Shipment Tracking Overview...219 Enhanced Shipment Status Descriptions...221 General Shipment Searches...222 Advanced Shipment Searches...225 Multiple Shipment Searches...227 Understanding Shipment Results...229 Events...229 References...229 Orders...230 Container Details...230 Client Details...230 Entry Details...230 Images...231 Status Reports...232 Status Reports Overview...232 Where are the Status Reports located?...232 What to remember before running a status report......232 What can you do with results from a status report?...232 At Origin Status Reports...233 In Transit Status Reports...234 At Destination Status Reports...235 Printing the Help...236 View and Download...236 Print...236 Save...237 Frequently Asked Questions (FAQs)...238 General...238 Viewing Shipment (e.doc) Images...240 Browser Related...246 Creating/Saving/Scheduling Reports...247 Transportation...249 Customs Declarations...250 Couldn't find an answer to your question?...250 Contact exp.o Support...252 About exp.o Help...253 Intended Audience...253 Printing exp.o Help...253 Comments & Suggestions...253 Publish Date...253 vi

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Welcome to the exp.o Help Center Questions about exp.o? Check out the Frequently Asked Questions page to find answers. Check out the exp.o Demo Center View screen-recorded video demonstrations of new exp.o features and functionality in the exp.o Demo Center. What is exp.o? exp.o is Expeditors' Internet based tracking and reporting tool. Learn more. Learn about exp.o's Features Check out the Features Overview page to see all the details. View our Suggested Browser Settings If you're experiencing problems with exp.o, you may need to adjust your browser's settings. Learn more. copyright holder. 1

Getting Started What is exp.o? Getting Started > What is exp.o? As Expeditor's Internet-based tracking and reporting tool, exp.o is designed and built to efficiently serve the needs of logistics professionals. Whether looking for order status at origin, locating shipments in transit, viewing entry details, or checking on warehouse inventory levels, exp.o offers a single source of information for effective management of logistics operations. In 1995, Expeditors launched exp.o to support tracking and tracing your international shipments through our centralized database. This database is continuously fed by every station in our worldwide network. Over the last nine years, we have added customs declarations, consolidation views, distribution reporting, and most recently, end-to-end order management. At Expeditors we are committed to being the systems leader in our industry. Our technology enables our customers, employees, and trading partners to be more efficient, save time, and drive down costs. We have invested heavily in advanced Web technologies, and offer you exp.o. copyright holder. 2

Getting Started Features Overview Getting Started > Features Overview Read the sections below for details on exp.o's features. Execute multiple searches and reports at once... When performing a search or running a report in exp.o, you have the option to navigate through the interface and perform other searches or run other reports while the previous search/report continues to process. This freedom is made possible by a feature called the Search Monitor. With the Search Monitor, you can see which searches and reports are still processing and which are complete. View document images related to your search... exp.o displays images in edoc - Expeditors' document imaging system. A standard set of documents is currently available, which includes Customs forms and Proof of Delivery documents. Other documents will soon be available. copyright holder. 3

Getting Started Save your searches and reports for follow-up later... exp.o allows you to save specific searches and reports to your "My Templates Folder". By doing so, you can access the results of a report at any time without having to re-type the reference number or re-input data in various fields. Saved searches and reports can save you time on urgent shipments. When you log out, your saved searches and reports remain associated with your user ID so they're available the next time you log in to exp.o. Schedule reports to run any day, any time... copyright holder. 4

Getting Started If you find yourself running the same report periodically, make exp.o work for you and schedule that report to run daily, weekly, or monthly, and at any time of day. Learn more Improved searching options... With the Advanced Search feature, you can find the set of shipments you are looking for based on date range, mode, or lane segment - no tracking number required. With the Multi Search feature, exp.o allows you to enter several tracking numbers and view a single snapshot of the status of your freight movements. copyright holder. 5

Getting Started Expand/Collapse functionality... exp.o provides you with "expand/collapse" functionality for specific sections. The expand/collapse functionality gives you the option to view only the data you need. Click the small arrows to expand the section, and click them again to collapse the section. You also have the option to expand and collapse the left navigation bar. Print more than just one section of results... exp.o provides you with the option to create a printable page - allowing you to make sure you're results are going to look correct. Simply click the print icon to open the printable page window, and then select any number of sections to print. copyright holder. 6

Getting Started Multiple browser support... T hough a large percentage of online users use Internet Explorer, we make an effort to support other web browsers. Therefore, you can now use the following internet browsers for exp.o: Internet Explorer (5.0 or later) Netscape Navigator (6.0 or later) Mozilla/Firefox (1.0 or later) exp.o Demo Center Getting Started > exp.o Demo Center The exp.o Demo Center contains screen-recorded videos that instruct how to run searches and use exp.o's features. The exp.o Demo Center presented by Launch the exp.o Demo Center! Requirements for Using the Demo Center There are two main requirements in order to use the exp.o Demo Center: 1. Macromedia Flash Player The online exp.o Demo Center requires your computer to have the latest version of the Macromedia Flash Player installed. To install the latest Flash player, go to http://www.macromedia.com/go/getflashplayer and click the Install Now button. 2. Internet Connection Since the exp.o Demo Center is only available online, you must have an Internet connection to view the demos. However, for optimal use of the copyright holder. 7

Getting Started Demo Center, your Internet connection speed should be at least 56 Kbps. Please contact exp.o Support if this requirement is a problem. Additional Recommendations The online exp.o Demo Center was designed to run on monitors with a display resolution of 1024 x 768. If your monitor s resolution is set to a different value (i.e. 800x600 or 1152x768) we recommend you adjust your display to 1024 x 768 while using the Demo Center. Learn how... copyright holder. 8

Getting Started Tour of the exp.o Interface Getting Started > Tour of exp.o Below is a screen capture of an exp.o shipment search results page. Click an orange callout to link to details for that section. 1 Search Type & Criteria exp.o displays the title of each page in this area so you know your location in the application. Since the example above is a search results page, exp.o also displays the criteria you searched by and the time the data was last reported. 2 exp.o Links Clicking the exp.o Home link will take you to exp.o's home page. Some users will have other links in this area, such as the Administration link. copyright holder. 9

Getting Started 3 Search Monitor The Search Monitor is a new feature that tracks the progress of all the searches and reports you submit while logged in to exp.o. To learn more, go to the Search Monitor page. 4 Searches and Reports Navigation These links allo w you to find all available searches and reports. For example, if you're a Distribution user, you can navigate to the VMI Reports from here instead of having to return to the home page. Clicking the blue expand/collapse links will display links associated with the cate gory. The links you see here should be the same links you have in the Searches and Reports section on the exp.o Home page. However, these links may be more convenient for you to use since they're located on the left navigation bar, which is available on every page in exp.o. 5 Expeditors Links Use these links to navigate to the Expeditors web site or the Tradewin Home page. NOTE: Once you leave exp.o, your session will end and you will be required to log in again upon return. If you want to use either link but don't want to lose your session in exp.o, you can right click on either link and select "Open in New Window". 6 Support Info & Release Notes Click the Support link to view contact information about exp.o Support and their hours of operation. Click the Release Notes link to view information about recent updates and enhancements to exp.o. 7 Utility Links Use these links to Logout, access the Help file, and edit your preferences. The preferences section allows you to change your password, update your user profile information (like name, phone, e-mail...), and adjust system wide defaults (like the number of rows per page and your time zone). Learn more copyright holder. 10

Getting Started 8 User Info. exp.o now displays your User Name and Organization in the upper-right corner of every page. 9 Action Icons Clicking any of these icons will perform an action in exp.o. Hover over the icon to see what action the icon performs. These icons are only available on the results page of a search or report. The five icons do the following: Refresh Data - refreshes the data in the search or report so you can view the most current information. Chang e Date Format/Timezone - allows you to adjust the current date format and time zone setting for a specific search or status report. Export Data - allows you to export the data to be viewed in Microsoft Excel*. E-mail This Report - allows you to e-mail report data to yourself or others. Create a Printable Page - allows you to print specific or all sections of results. 10 Quick Search & Saving The Quick Search panel allows you to perform three actions: Edit the current search criteria and search again. Search for another shipment/report by entering the appropriate criteria. Save the current search criteria to the "My Templates" folder. 11 Results Your search or report results are displayed in a tabbed view. You may select any available tab to view its contents. Note: not all tabs will be available for every set of results. The contents in some tabs may be expanded or collapsed by clicking the small gray triangle to the left of the data. *Microsoft and Excel are registered trademarks of Microsoft Corporation. copyright holder. 11

Getting Started copyright holder. 12

Getting Started About the Login Page Getting Started > Login Page Information The exp.o login page consists of four sections: 1. The standard user Log In section 2. The Guest Search section 3. The Tip of the Day section 4. The Support information section Figure 1. exp.o login page. 1. Log In Section Since exp.o is a secure application, you must first log in to begin using its features. If you forgot your password, you may click the "Forgot your password?" link in blue, and you will be directed to a page that allows you to recover your password. 2. Guest Search Section You can view basic shipment information without logging in by using the guest search. To use the guest search: 1. Enter a reference number in the Reference Field within the Track a Shipment box. 2. Click Search. copyright holder. 13

Getting Started Note: You will only see minimal shipment information when using the guest search feature. 3. Tip of the Day Section The exp.o Tip of the Day is a Flash-driven feature that cycles through a new exp.o tip each day of the month. Each tip provides details about many of exp.o's features - some you may or may not know about. If you like, you can cycle through all the tips in the exp.o Tip of the Day by using the small gray arrows at the lower-right corner of the section. 4. Support Section If you need a new User Name and Password or if you are having problems logging in to exp.o, you may send exp.o support an e-mail by using the link available in this section. copyright holder. 14

Suggested Browser Settings Overview of Suggested Browser Settings Suggested Browser Settings > Overview of Suggested Browser Settings This section of exp.o Help provides you with some procedures on how to customize your Internet browser. These settings are not required but might be worth reviewing. As a reminder, exp.o is available in *Internet Explorer, *Netscape Navigator, and Mozilla. Customization Options: Adjusting Font Size Adjusting Screen Resolution Bookma rking exp.o Browser Page Cache Settings Enabling Cookies Enabling the META Refresh Option Removing the IE Refresh Sound R emoving the IE Status Bar *Internet Explorer is a registered trademark of Microsoft Corporation. Netscape Navigator is a registered trademark of Netscape Communications Corporation copyright holder. 15

Suggested Browser Settings Adjusting Font Size Suggested Browser Settings > Adjusting Font Size exp.o allows you to adjust the font size of a majority of the text you see throughout each page. By adjusting the font size, you can make the font either larger for easier viewing or smaller to save screen space. To adjust your browser's font size: 1 2 From the View menu, select Text Size or Text Zoom. Select larger or smaller font sizes as necessary. Figure 1. Adjusting font size in Mozilla (left) and Internet Explorer (right) copyright holder. 16

Suggested Browser Settings Adjusting Screen Resolution Suggested Browser Settings > Adjusting Screen Resolution exp.o is best viewed on monitors with their resolution set at 1024 by 768 display size. If your monitor resolution is set at 800 by 600 pixels, we recommend you adjust the settings to 1024 by 768 so you are able to view all exp.o has to offer. If your monitor resolution is set higher, for example 1152 by 864, then there is no need for you to make changes. To adjust your screen resolution: 1 Minimize any open windows, right-click on your desktop, and then select Properties. View Figure 1. The Display Properties window. 2 Select the Settings tab. 3 Click and drag the resize bar under Screen Area until 1024 by 768 pixels is displayed 4 Click Apply, then Okay, and then Yes. 5 Now click Ok to close the Display Properties window. copyright holder. 17

Suggested Browser Settings Bookmarking exp.o Suggested Browser Settings > Bookmarking exp.o You can add t he exp.o Login page as a link in the Favorites or Bookmarks menu of your web browser. Doing so will allow you to access the site without having to re-type the address each tim e you visit exp.o. Unfortunately, you cannot save any page after you have logged in to exp.o and expect to link to it in the future. If you try, you will be redirected to the Login page. To add the exp.o site to your Internet Explorer Favorites: 1 Click and hold the icon in the Address Bar. 2 Drag and drop the IE icon onto the Favorites folder. To add the exp.o site to your Netscape Navigator Bookmarks: 1 Click and hold the icon in the Address Bar 2 Drag and drop the icon into the Links toolbar. copyright holder. 18

Suggested Browser Settings Browser Page Cache Settings Suggested Browser Settings > Browser Page Cache Settings The term 'cache' refers to your browser keeping copies of frequently visited web pages on your hard drive. Therefore, 'caching' allows you to access these pages faster when they are on your hard drive as apposed to accessing them on the internet. However, exp.o requires your browser to be on a specific cache setting since the pages and data in exp.o are continually changing. In short, your browser needs to be set to Refresh the page on every visit. To adjust your Internet Explorer cache settings: 1 From the IE menu bar, select Tools > Internet Options. View Image 1. Selecting the Internet Options. 2 In the Internet Options window, make sure you are on the General tab and then select Settings from the Temporary Internet files section. View Image 2. Clicking Settings. 3 In the Settings window, select Every visit to the page. copyright holder. 19

Suggested Browser Settings View Image 3. Selecting Every visit to the page. To adjust your Netscape Navigator and Mozilla cache settings: 1 From the menu bar, select Edit > Preferences. View Image 4. Selecting the Preferences. 2 In the Preferences window, expand the Advanced category, and then select Cache. Of the cache options available, select Every time I view the page. View Image 5. Setting cache. copyright holder. 20

Suggested Browser Settings 3 Click OK to close the Preferences window copyright holder. 21

Suggested Browser Settings Enabling Cookies Suggested Browser Settings > Enabling Cookies To successfully use exp.o, your browser needs to be set up to allow cookies. If your browser is not set to allow cookies, then you may experience problems logging in to exp.o. To enable cookies in Internet Explorer (Version 5.5): 1 In the IE window, click Tools > Internet Options... from the top menu bar. View Image 1. Selecting tools and the Internet Options. 2 Select the Security tab and then select the Custom Level button. View Image 2. The security tab. 3 Scroll down the list until you get to the Cookies section. Select the Enable option under the Allow cookies to be stored on your computer heading. View Image 3. Enabling cookies. copyright holder. 22

Suggested Browser Settings 4 Click OK to close the Security Settings window. Then click OK to close the Internet Options window. copyright holder. 23

Suggested Browser Settings Enabling the META Refresh Option Suggested Browser Settings > Enabling the Meta Refresh Option The META Refresh option in Internet Explorer (IE) 6 is a feature that is disabled by default if you upgraded from a previous version. If you experience problems viewing e.doc images from exp.o, you may need to enable the META Refresh option. Once enabled, you should be able to view the requested e.doc images within the IE browser window. To enable the META Refresh option in Internet Explorer: 1 In the IE window, click Tools > Internet Options... from the top menu bar. View Figure 1. Selecting Tools and Internet Options. 2 Select the Security tab and then select the Custom Level button. View Figure 2. The Security tab. 3 Scroll down the list until you get to the Miscellaneous section. Select the Enable option under the Allow META REFRESH heading. View Figure 3. Enabling the META Refresh option. copyright holder. 24

Suggested Browser Settings 4 Click OK to close the Security Settings window. Then click OK to close the Internet Options window. copyright holder. 25

Suggested Browser Settings Removing the IE Refresh Sound Suggested Browser Settings > Refreshing the IE Refresh Sound If you use Internet Explorer (IE) for viewing exp.o, you may hear a sound every time the page refreshes. This sound acts as an identifier so you know when the page is refreshing or when you have clicked a link or button. If you find this sound to be annoying or distracting, it can be disabled. To disable the IE refresh sound: 1 From the Windows desktop, select Start > Settings > Control Panel. View Image 1. Selecting the Control Panel. 2 Double click the Sounds and Multimedia or Sounds icon (name depends on your version of Windows). View Image 2. Selecting the Control Panel. copyright holder. 26

Suggested Browser Settings 3 Scroll down the list and click on Start Navigation in the Windows Explorer category. View Image 3. Selecting the Control Panel. 4 Click the drop-down list and select (NONE) from the top of the list. View Image 4. Selecting the Control Panel. 5 Click OK when you are done. Note: If you want to turn the sound back on in the future, perform the same steps as above and select Start instead of (NONE) in step 4. copyright holder. 27

Suggested Browser Settings copyright holder. 28

Suggested Browser Settings Removing the IE Status Bar Suggested Browser Settings>Removing the IE Status Bar If you use Internet Explorer (IE) for viewing exp.o, you may be distracted by the Status Bar at the bottom of the window. The Status Bar displays the progress of the page loading each time the page is refreshed. If this blue bar is annoying or distracting, you can temporarily remove it. Figure 1. The IE Status Bar and percent of page loaded. To remove the IE Stats Bar: 1 In the IE window, click View and then uncheck Status Bar. The Status Bar should no longer be visible. To display the IE Stats Bar: 1 In the IE window, click View and then check Status Bar. The Status Bar should now be visible again. copyright holder. 29

Managing Your Reports & Templates Saving a Search or Report Managing Reports & Templates > Saving a Search or Report exp.o allows you to save your search criteria as a saved template so you can schedule, e- mail, and customize the columns of the report. The save option is available from every search, and results page. You can save searches both before and after you submit the search criteria. There are two ways to save a search or report BEFORE submitting criteria: 1 Click the Save icon on the search name from the Shared Templates tab. --or-- 2 Click the Save button on the search or report page. T here are two ways to save a search or report AFTER submitting criteria: copyright holder. 30

Managing Your Reports & Templates 1 Click the Save icon on the results page. --or-- 2 Expand the Quick Search twisty and click the Save button. Now that you have saved your report, learn how to configure it. copyright holder. 31

Managing Your Reports & Templates Configuring Templates Managing Reports & Templates > Configuring Templates The options for saving, scheduling, and e-mailing templates are centralized onto one 'Template Configuration' page. The Template Configuration page allows you to, for example, save your report criteria, and then configure the template's scheduling and e-mail options all at once. To configure a template: 1 Navigate to the Template Configuration page in any of the following ways: Click Shared Templates from the left navigation bar. Open a folder and then click the Edit/Save icon next to the desired search or report. View Image 1. The Edit/Save icon. Click My Templates from the left navigation bar. Check the desired report and then click Configure. View Image 2. The Configure button on My Templates. copyright holder. 32

Managing Your Reports & Templates Click the Save or Schedule icon found in the top-right corner of any search or shipment results page. View Image 3. The Save & Schedule icon. 2 Input a new name for the template in the Name: field. View Image 4. The template Name: field. 3 Input search criteria on the Search Criteria Tab. The Search Criteria tab allows you to input the desired search criteria. This tab contains all fields related to the type of search or report the template is based on. For example, if you are creating a template from an Advanced Shipment Search, then all fields found on the Advanced Shipment Search page will be displayed on the Search Criteria Tab. Once you have entered the required criteria, move on to the Format Results Tab. copyright holder. 33

Managing Your Reports & Templates View Image 5. The Search Criteria Tab. 4 Make changes to the report columns on the Format Results Tab. The Format Results tab gives you the option to format your report results, such as adding, removing, and renaming columns. Go to the Customizing Report Columns topic to learn more. Once you have made the desired changes, move on to the Schedule Tab. View Image 6. The Format Results tab. 5 Input scheduling information on the Schedule Tab. The Schedule tab allows you to schedule the search or report to run automatically at a specified time. There are a variety of scheduling options, allowing you to run daily, weekly, or monthly reports. Go to the Scheduling a copyright holder. 34

Managing Your Reports & Templates Report topic to learn more. Once you have set up the schedule, move on to the E-mail Options Tab. View Image 7. The Scheduling tab. 6 Indicate the desired e-mail method on the E-mail Options Tab. The E-mail Options tab allows you to indicate whether or not exp.o will e-mail your report information when it has finished processing. Select one of the three e-mail options. The option 'Do not e-mail me.' is selected by default. View Image 8. The E-mail options tab. 7 Click Save once you have completed all the necessary template information. copyright holder. 35

Managing Your Reports & Templates copyright holder. 36

Managing Your Reports & Templates Customizing Report Columns Managing Reports & Templates > Customizing Report Columns exp.o allows you to fully customize the default report view for any search/report configuration that has been saved to your 'My Templates' folder. For example, if you wanted the first column of your report to show the Housebill instead of the Origin, you could make this modification from the Format Results tab on the Template Configuration page. Figure 1. Customizing the position of the Housebill column. Additional Information Following is a list of reports where the Format Results tab is available: Transportation Shipment Search (basic and advanced) Status Reports (At Origin, In Transit, and At Destination) Container Search Orders (e.cms) Track Orders Shipped Order/Item Container Search Track Delayed Items Order/Item Arrival Schedule Distribution All Following is a list of all features that can be customized in a report's column section: Remove columns from a report (only non-required columns). Add columns to a report. Note, some reports will have more additional columns available to add than others. Change the order of individual columns. Rename individual column header labels. Adjust an individual column's alignment to left, center, or right aligned. To customize report columns: 1 Get to the Template Configuration page in any of the following ways: Click the Save icon on the shared template directory, or copyright holder. 37

Managing Your Reports & Templates After running a search, click the Save icon in the report tool-bar, or Open your My Templates page, select the desired report, and then click Configure. View Figure 2. Selecting a report from the 'My Templates' page. 2 On the Template Configuration page, select the Format Results tab to customize that report's columns. View Figure 3. The Format Results tab. 3 From the Format Results tab, perform any of the following: Remove Columns from a Report (only non-required columns) 1) Select a column name from the 'Selected Columns:' list box. 2) Click the leftward-pointing arrow to remove that column from the results table. That column will now appear in the 'Available Columns:' list box. Note, columns in red text with an asterisk * can not be removed. View Figure 4. Removing columns from a report. copyright holder. 38

Managing Your Reports & Templates Add Columns to a Report (where available) 1) Select the desired columns from the "Available Columns:" list box. 2) Click the rightward-pointing arrow button to move the columns over to your "Selected Columns:" list box. The additional columns you just moved over will now appear in your report the next time it is run. Note, some reports will have more additional columns available to add than others. View Figure 5. Adding additional columns to a report. Change the Order in Which the Columns Appear on the Report 1) Select a column name from the 'Selected Columns:' list box. 2) Click the upward-pointing or downward-pointing arrows to move the name up or down. The vertical order of the column names in the list box corresponds to the horizontal order that the column names will appear in the results table (see example top- >bottom = left->right). View Figure 6. Changing the order of individual columns. copyright holder. 39

Managing Your Reports & Templates Rename Column Header Labels that Appear on the Report 1) Select a column name from the 'Selected Columns:' list box. 2) In the 'Column Properties:' section, enter a new name in the 'Label:' field and then click Update. The updated column name will now appear in parenthesis in the 'Selected Columns:' list box. View Figure 7. Changing the names of individual columns. Adjust a Column's Alignment to Left, Center, or Right Aligned 1) Select a column name from the 'Selected Columns:' list box. 2) In the 'Column Properties:' section, select any of the Left, Center, or Right options. Note, you do not need to click the 'Update' button for this customization to take effect. View Figure 8. Changing the order of individual columns. copyright holder. 40

Managing Your Reports & Templates 4 Click Save once you have made the desired customizations on the Format Results tab. copyright holder. 41

Managing Your Reports & Templates Scheduling a Report Managing Reports & Templates > Scheduling a Report The scheduling option in exp.o allows you to configure a report that will be run daily, weekly, or monthly, and at any time of day. After you have scheduled the report, your results will show up in the Search Monitor each time the report is run. To schedule a report: 1 Open the My Templates folder. View Figure 1. The My Templates link. 2 Select the template you want to schedule, then click Schedule. View Figure 2. Inside My Templates. 3 On the Scheduling page, provide the time period for which the report will run: Every: For example, enter 2 if you want the report to run every other day/week/month. Enter 3 if the report is going to run every three days/weeks/months, and so on. View Figure 3. The Every field. copyright holder. 42

Managing Your Reports & Templates Day(s): Select to run the report daily. No additional fields appear when selected. View Figure 4. The Days option. Week(s): Select to run the report weekly. The On: field appears. Select one or any number of days you want the report to run on. View Figure 5. The Weeks option. Month(s): Select to run the report monthly. The By: and On: fields appear. Select by Day to specify a day of the week to run the report or select by Date to specify a numerical day during the month to run the report. View Figure 6. The Months option. copyright holder. 43

Managing Your Reports & Templates Note: If you want the report to run on the last day of each month, enter 31. exp.o will automatically run the report on the last day of the month, even if there's only 30 days in the month. 4 Provide the time of day (in hours) for which the report will run. At: Enter the time in format HH:MM. From the drop-down list, select AM, PM, or 24-hr. If using the 24-hr option, you must enter times after 12:00 noon as 13:45, or 21:30, and so on. View Figure 7. The At field. 5 Provide the Until date - the date for which the report will stop running on. Until: You may manually enter a date in format mm/dd/yy, or use the calendar pop- up by clicking the calendar icon and selecting a date with the mouse pointer. View Figure 8. The Until field. copyright holder. 44

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Customizing and Preferences Customizing Preferences Overview Customizing Preferences Links > Customizing Preferences exp.o provides you with the option to customize the following preferences: User Profile Information. You can set a new password or update your contact information as necessary. Go to the Upda te User Profile topic to learn more. Rows Displayed Per Page. You can set the number of rows you want to appear on each page of your search results. Less rows per page will result in faster page load times, whereas more rows per page will result in longer load times. However, having more rows per page may make it easier for you to find the desired row since you won't have to visit multiple pages. You can set the rows per page anywhere from 5 to 50, in multiples of 5. View Visual Example. Report Delivery Options. You can set the default options for your processed reports. For example, reports can be delivered to yourself and/or others in a specific format (.CSV,.HTML, or.xls). You can even select to compress the report files in the e-mail. Go to the e-mail Delivery Options topic to learn more. Date/Time Zone Settings. In addition to being able to adjust the date format and time zone settings for a specific search or status report, you can now adjust the default Date/Time Zone settings in exp.o. Doing so will make every search or report you run thereafter display date formats and times according to the settings you saved. View Visual Example. copyright holder. 46

Customizing and Preferences To customize your user Preferences: 1 Click the Preferences link at the upper right corner of any page while in exp.o. 2 Select the desired tab: Select the User Profile tab to update your password or contact information. Select the Report View tab to adjust the rows displayed per page. Onc e on the tab, select a number from the Rows Per Page drop-down list. copyright holder. 47

Customizing and Preferences Select the Delivery Options tab to set the default delivery options for all reports you run in exp.o. You can e-mail reports to yourself and/or others. You can also select what format you want the reports e-mailed in. Select the Date/Time Zone tab to adjust the default date and time zone settings. Once on the tab, select a Local Time Zone and/or Preferred Date Format from the drop-down lists. copyright holder. 48

Customizing and Preferences 3 Click Save once you have made the desired changes. After doing so, you will receive a confirmation message. View Figure 5. View of the confirmation message. copyright holder. 49

Customizing and Preferences Updating User Profile Information Customizing Preferences Links > Updating User Profile Information exp.o allows you to maintain your own user profile information, which includes the following: Password Name Job Title Phone Number Fax Number MailStop E-Mail You may want to update your user profile information when, for example, your phone number changes or you need to create a new password. To update your user profile information: 1 Click the Preferences link at the upper right corner of any window in exp.o. 2 On the User Profile tab, you can do the following: Type your new password in the two password fields, and then click Save. --or-- Update any necessary fields for your profile information, and then click Save. copyright holder. 50

Customizing and Preferences If your updates were saved successfully, you will receive a message indicating successful update. If the system encountered problems saving your updates, you will receive an error message indicating the specific problem. a 3 After making the necessary updates, you can use your browser's Back button to return to the screen you were previously viewing, or use the links on the left navigation bar. Note: It is recommended that you Logout after you change your PASSWORD. Once logged out, you may log in again to make sure your new password is working correctly. copyright holder. 51

Customizing and Preferences E-mail Delivery Options Customizing Preferences Links > E-mail Delivery Options exp.o allows you to configure your default e-mail delivery options from the Preferences page. For example, if you want all report results to be returned in CSV format, zipped, and sent to yourself and two other co-workers, you can make this your default setting from the Delivery Options tab. Figure 1: View of the Preferences page with the e-mail Delivery Options tab selected. To configure your default e-mail delivery options: 1 Click the Preferences link from the upper right corner of the page, then select the Delivery Options tab. 2 Configure your default e-mail delivery options: E-mail a notification to me: exp.o will e-mail you a notification once your report has completed processing. Email this report to me: exp.o will e-mail you the report results as an attachment. Use compression: Check this option if you want the report results sent as a zip file (to reduce the attachment's file size). Recipients will need Winzip installed on their computer to unzip the zipped file. E-mail this report to: Enter e-mail addresses of additional recipients who will receive the report results as an attachment. Use compression: Check this option if you want the report results sent as copyright holder. 52

Customizing and Preferences a zip file (to reduce the attachment's file size). Recipients will need Winzip installed on their computer to unzip the zipped file. Do not e-mail me: This option is selected by default. Report formats: At least one report format must be selected. You may select all three formats if necessary. 3 Click Save once you have completed making your configurations. copyright holder. 53

Customizing and Preferences Changing Date/Time Zone Formats Customizing Preferences Links > Changing Date/Time Formats Note: To change the default Date/Time Zone settings, go to the Customizing Preferences topic. To change an individual report's Date/Time Zone format, continue reading below. exp.o allows you to adjust the date format and time zone format for a specific search or status report. If you would like a different format for your Date or Time Zone, you can change their settings from the Change Date/Format Time Zone pop-up. To change the Date/Time Zone format: 1 From your search or report results, click the Change Date Format/Timezone icon at the top of the page. 2 Select a different Date Format and/or Timezone from the lists. Take note of the current Date Format and Time Zone settings so you can go back to them if necessary. copyright holder. 54

Customizing and Preferences Note: The option "Show in Local Time" has been added to the 'Timezone Format' drop-down list. Selecting this option will display the local time an event took place, regardless of your location. For example, if you're located in Los Angeles (PST), and your shipment was Confirmed on Board in Fiji (NST), clicking "Show in Local Time" will display the time in Fiji when the event occurred, not the time in Los Angeles. 3 After you make your selection, click Update. The page with your search or report results will refresh to display the changes you selected. copyright holder. 55

Common Tasks E-mailing a Report Common Tasks > E-mailing Reports exp.o allows you to run a report and then e-mail the results to specified individuals, allowing them to view detailed shipment information in the format you choose. Y ou have two options for e-mailing the reports: 1. e-mail a report to yourself. 2. e-mail a report with additional text to someone else. To e-mail a report to YOURSELF: 1 Enter your shipment information in the required fields on the shipment search page (or any search page). 2 Expand the Report Delivery Options section and select the desired e-mail option: E-mail a notification to me. Select this option to have exp.o notify you by e-mail when the report is done (good for reports that take a long time to run). You will not see any data about the report in the e-mail. E-mail this report to me. Select this option to have exp.o send you an e-mail with the report's results attached as a text-based.csv (comma separated value) file and a browser-based.html file. Use compression: Check this option if you want the report results sent as a zip file (to reduce the attachment's file size). Recipients will need Winzip installed on their computer to unzip the zipped file. E-mail this report to: Enter e-mail addresses of additional recipients who will receive the report results as an attachment. Use compression: Check this option if you want the report results sent as a zip file (to reduce the attachment's file size). Recipients will need Winzip installed on their computer to unzip the zipped file. View Figure 1. Example of the e-mail options. copyright holder. 56

Common Tasks Note: This method can also be done after running the report. Simply expand the Quick Search panel and follow the procedures above. To e-mail a report with additional text to SOMEONE ELSE: 1 Run the report like normal. Once you're on the Report Details page, click the E- mail This Report icon from the upper-right corner of the window. View Figure 2. The E-mail This Report icon. 2 On the E-mail Report page, enter the recipient's e-mail address (format is name@domain.com) and any additional information in the Optional Message text box. View Figure 3. The E-mail Report page. copyright holder. 57

Common Tasks To setup your default e-mail options, go to the E-mail Delivery Options topic. copyright holder. 58

Common Tasks Expanding and Collapsing Common Tasks > Expanding and Collapsing The expand/collapse functionality built into exp.o allows you to adjust the amount of information displayed on the page you're viewing. For example, you can collapse unnecessary sections of data in your search results to give you more screen space. There are two areas where you can use exp.o's expand/collapse functionality: 1. Sections of data from your search or report results 2. The left navigation bar To Expand/Collapse sections of data: 1 Perform a search or run a report that displays standard results. View Figure 1. Example results view. 2 Click any triangular "twistie" to expand or collapse a section of data. View Figure 2. Expand and collapse data sections. copyright holder. 59

Common Tasks To Expand/Collapse the left navigation bar: 3 Select the 'Collapse' icon found at the bottom of the left navigation bar. View Figure 3. The Collapse icon. 4 Once the left navigation bar has been collapsed, you can expand it at any time by selecting the 'Expand' icon. View Figure 4. The Expand icon. copyright holder. 60

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Common Tasks Exporting Data Commo n Tasks > Exporting Data exp.o provides you with the following options when exporting your report data: 1. Export as a CSV file. Choosing this option only allows you to select one category of your shipment information to be exported. The report generated will display only raw data in the most basic format. One known issue with this option is that numeric values starting with a "0" will be omitted. For example, a PO number of 07000205 will be displayed in Excel as 7000205 (this is an Excel limitation, not exp.o). 2. Export as a Spreadsheet. Choosing this option allows you to select any number of categories of shipment information to be exported. The report generated will display all sections you selected as individual sheets within Excel. Additionally, the cells will be auto-fitted, columns will have titles, and coloring will be added to the separate column titles from data. One known issue with this option is that all columns are considered characters. Therefore, you can't total numeric columns such as weight or pieces. Additionally, Excel can't accurately sort numeric or date columns due to this issue. To export data to your computer: 1 If you are viewing a Shipment or Report, click the Export Data icon at the top of the page. A new browser window will appear. View Figure 1. The Export Data icon. 2 In the Export Data window, select either Export as CSV or Export as Spreadsheet. copyright holder. 62

Common Tasks View Figure 2. The Export Data window. 3 Select the section(s) you want included in the report. View Figure 3. The Export Data window. 4 Click Export after you have selected the desired section(s). If you have Microsoft Excel installed on your computer, a new Excel document should open and display the data for the report section(s) you selected. 5 If you want to save the data from the Excel file, click File and then select Save As. Rename the file and save it to a location on your computer 6 Once you have completed exporting data, click Cancel to close the Export Data window and return to your exp.o search. *Microsoft and Excel are registered trademarks of Microsoft Corporation. copyright holder. 63

Common Tasks Printing Results Common Tasks > Printing Results exp.o allows you to create a printable page that is formatted specifically for printers. Additionally, you have the option to select which sections of a report to print, for example, you may only want to print the Events and Client Details sections. This is a good way to save time and paper by printing a customized report that excludes unnecessary data. To print results: 1 Click the Create a Printable Page icon when viewing a shipment or report. View Figure 1. The Create a Printable Page icon. 2 Check the boxes next to the name of the report section to add to the printable page. To include all sections in your printable page, click Select All. View Figure 2. The Print Options page. 3 Click Create after you have selected the desired report sections. Doing so will display your printable page. It should look similar to the shipment or report page, just without the left navigation bar. 4 Before printing a page, chose the Print Preview... option and make sure the copyright holder. 64

Common Tasks page margins are correct. View example of page with data cut off. View example of page without data cut off. copyright holder. 65

Common Tasks If the print preview looks as though some data will get cut off, you can adjust the page to be printed in landscape view. To print a page in landscape view, perform the following steps: 1. From the Internet Explorer menu bar, select File > Page Setup. 2. In the Page Setup window, select Landscape from the Orientation section, then click OK. 3. Now select File > Print Preview... from the Internet Explorer menu bar to make sure the data won't get cut off. 4. If the print preview looks good (as in the second image above), print the page. 5 If the print preview looks good and no changes are required, print the page by going to File and then selecting Print. Configure your print job, and then click OK or Print. copyright holder. 66

Common Tasks Sorting Data Columns Common Tasks > Sorting Data Columns The sorting option in exp.o allows you to sort alphabetical and numerical columns in ascending or descending order. This option is useful when, for example, you want to view a list of containers in order from lightest to heaviest or you want to view a list of client names in alphabetical order. To sort columns of data: 1 Run a Search or Report to view a table of results. View Figure 1. Example of a table of results. 2 Hover the mouse cursor over the column title. If the column is sortable, the cursor will change from the arrow pointer to the hand pointer and the column's color will change from gray to blue. View Figure 2. View of a sortable column. 3 Click the column once. exp.o will reload the page with a small arrow indicating the selected column has been sorted. View Figure 3. View of a column that has been sorted in ascending order. copyright holder. 67

Common Tasks 4 Click the column again to sort the data in descending order. View Figure 4. View of a column that has been sorted in descending order. copyright holder. 68

Common Tasks Viewing Shipment/e.doc Images Common Tasks > Viewing Shipment Images Many searches and reports performed within exp.o will have additional images available for you to view. These images are digital versions of the actual shipment documents being transferred with the cargo. If images are available for your particular search or report, the Images tab will be available (not grayed out). Note, images are not currently available in all countries. Following is a list of document images that may be available for you to view within exp.o: Housebills Commercial Invoices Packing Lists Customs Declarations Proofs of Delivery To view images in exp.o: 1 Go to http://www.alternatiff.com and install/register Alternatiff, a free TIFF image viewer for Windows web browsers. Note: If you already have another TIFF image viewer, such as Apple's *QuickTime, it is still recommended that you install Alternatiff due to its compatibility and features. Go here to learn how to disable QuickTime. 2 Perform a search and then select the Images tab to view the list of available images. View Figure 1. The Images tab. 3 Select the name of the image in the Document Type column. View Figure 2. The Images Tab. copyright holder. 69

Common Tasks 4 After a moment, the image will appear. If using Alternatiff, options such as Zoom and Rotate are located at the top of the image. View Figure 3. View of an image using AlternaTIFF. * QuickTime is a registered trademark of Apple Computer, Inc. copyright holder. 70

Common Tasks Troubleshooting - Viewing Images Common Tasks > Troubleshooting - Viewing Images If you're having trouble viewing images in exp.o, please try the following: Set Internet Explorer to refresh a page on every visit Enable the META Refresh option in Internet Explorer Download and install Alternatiff, a free tiff image viewing application To set Internet Explorer to refresh a page on every visit: 1 From the IE menu bar, select Tools > Internet Options. View Image 1. Selecting the Internet Options. 2 In the Internet Options window, make sure you are on the General tab and then select Settings from the Temporary Internet files section. View Image 2. Clicking Settings. 3 In the Settings window, select Every visit to the page. View Image 3. Selecting Every visit to the page. copyright holder. 71

Common Tasks To enable the META Refresh option in Internet Explorer: 1 In the IE window, click Tools > Internet Options... from the top menu bar. View Figure 1. Selecting Tools and Internet Options. 2 Select the Security tab and then select the Custom Level button. View Figure 2. The Security tab. 3 Scroll down the list until you get to the Miscellaneous section. Select the Enable option under the Allow META REFRESH heading. View Figure 3. Enabling the META Refresh option. copyright holder. 72

Common Tasks 4 Click OK to close the Security Settings window. Then click OK to close the Internet Options window. To download and install Alternatiff: 1 Go to http: //www.alternatiff.co m and install/register Alternatiff, a free TIFF image viewer for Windows web browsers. Note: If you already have another TIFF image viewer, such as Apple's *QuickTime, it is still recommended that you install Alternatiff due to its compatibility and features. Go here to learn how to disable QuickTime. Additional Troubleshooting Q: What TIFF image viewer should I use for viewing e.doc images in exp.o? A: It is recommended that you use the AlternaTIFF viewer for viewing e.doc images in exp.o. Go to http://www.alternatiff.com to download, install, and register the TIFF viewer. Q: How do I know if AlternaTIFF is installed and working? A: To determine if AlternaTIFF is installed and working properly, perform the following: copyright holder. 73

Common Tasks 1. From the Internet Explorer menu bar, select Tools > Internet Options. View Image 2. On the Internet Options window, select Settings. View Image 3. Click View Objects... from the Temporary Internet files folder section. View Image 4. Check to see that AlternaTIFF ActiveX is found in the Downloaded Program Files folder. View Image copyright holder. 74

Common Tasks Q: How do I disable *QuickTime so it's not my default.tiff image viewer? A: If you don't want QuickTime as your computer's default.tiff image viewer, then perform the following steps: 1. Click Start > Programs > QuickTime > QuickTime Player. View Image 2. On the QuickTime player, click Edit > Preferences > QuickTime Preferences. View Image 3. Select File Type Associations from the drop-down list. View Image copyright holder. 75

Common Tasks 4. Click File Types from the bottom of the QuickTime Settings window. View Image 5. Click to expand the Images section. View Image 6. Uncheck the TIFF image file option. View Image 7. Click Okay and close the QuickTime Player. Q: Why can't I see the edoc image from the Images tab? A: As a reminder, not all searches and reports will have images available to view. If the Images tab is grayed out, that means there are no images available. If there are images available and you are unable to view them, then you may need to install the AlternaTIFF viewer. Go to the following link: http://www.alternatiff.com to download and install the TIFF viewer. After doing copyright holder. 76

Common Tasks so, try and view the images again in exp.o. Q: How can I see what my default application is for opening.tiff (e.doc) images? A: To determine what your default application is for viewing TIFF (e.doc) images, perform the following: 1. Open any folder and then select Tools > Folder Options from the menu bar. View Image 2. On the Folder Options window, select the File Types tab. View Image 3. Scroll down to the TIFF Extensions, and determine the application associated. View Image: note the default application in this example is "Imaging Preview." Q: How do I stop TIFF files from automatically opening in Internet Explorer? A: If you don't want TIFF files to automatically open in Internet Explorer copyright holder. 77

Common Tasks (meaning you want to receive a confirmation message each time before viewing the TIFF), perform the following: 1. Open any folder and then select Tools > Folder Options from the menu bar. View Image 2. On the Folder Options window, select the File Types tab. View Image 3. Scroll down to the TIFF Extensions, highlight the row, and then click Advanced. View Image 4. Check Confirm open after download and then click OK to close the windows. View Image copyright holder. 78

Common Tasks Send Us Feedback Did this topic help you? Please let us know so we can better assist you. copyright holder. 79

Search Monitor Search Monitor Overview Search Monitor Help > Search Monitor Overview The exp.o Search Monitor is a new feature that keeps track of your searches and reports submitted from your current and previous sessions in exp.o. The Search Monitor allows you to access completed reports, view reports that are processing, and delete reports that are unwanted. Figure 1. View of the Search Monitor tabs. Search Monitor Tabs Completed The Completed tab displays searches and reports that are available to view. The searches you see in this tab will be searches you have performed from both current and previous sessions in ex p.o. The Search Monitor will delete any Completed Report that has not been viewed for 7 days. You can think of the Completed tab as a history tab for your actions in exp.o. Processing The Processing tab displays reports that exp.o is currently processing. If a report is taking too long to complete, you can selected it to be deleted from the Processing tab at any time. Deleted The Deleted tab displays reports that you have manually selected to be deleted from the Completed or Processing tabs. Any searches or reports in the Deleted tab will be deleted after you log out of your session in exp.o. However, you can still select reports to be restored if necessary. copyright holder. 80

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Search Monitor Using the Search Monitor Search Monitor Help > Using the Search Monitor You can use the Search Monitor to see a description of the reports you have searched for or viewed during your session in exp.o. Each time you search for a report, the Search Monitor logs that search and places the report under the correct status: complete or processing. To use the Search Monitor: 1 Navigate to the Search Monitor by using the left navigation bar. View Figure 1. The Search Monitor link. 2 View the Search Monitor page and determine what actions you need to perform. View Figure 2. The Search Monitor screen. Search Monitor Actions: copyright holder. 82

Search Monitor View a completed report by clicking the report's name in the Name column. Delete a report by selecting the check box next to the report's name and then clicking Delete. View processing reports by selecting the Processing tab. Cancel/Delete a processing report by selecting the check box next to the report's name and then clicking Delete. Refresh the Search Monitor by clicking the refresh icon in the upper right corner of the screen. Some reports from the processing tab may move to the Completed tab. View reports that are going to be deleted by selecting the Deleted tab and clicking on a report's name. Restore a deleted report by selecting the check box next to the report's name and then clicking Restore. copyright holder. 83

Customs Declarations Help Welcome to Customs Declarations Help Customs Declarations Help > Welcome to Customs Declarations Help The Customs Declarations section of exp.o Help attempts to answer any questions you may have about the following: Customs entry searches Search Results What's in Customs Declarations Help? You will find the following types of information within the Customs Declarations section: Procedures for performing a search Input field descriptions Descriptions of results Other Options in Customs Declarations Help Check out the FAQs page to see if your question has already been answered. Remember, you can use the Search and Index tabs to help you find a specific keyword or topic. copyright holder. 84

Customs Declarations Help Overview of Customs Declarations Customs Declarations Help > Overview of Customs Declarations Customs Declarations allows you to search for, view, and analyze the details of your company's Customs Declarations as they were filed with the Customs authorities around the world. You can view the actual values, quantities, and tariffs declared to a Customs authority. Additionally, you can view the associated duty rates, duties, taxes, and fees paid. This information is visible in many cases down to the part number level and may be extracted to a spreadsheet for further analysis. Input Field Definitions 1 Country: Indicates which country your Customs entry search is associated with. As more countries become available for customs entry details in exp.o, they will be added to this list. 2 Reference Type: Indicates the Reference Type that relates to your specific search. 3 Reference Number: Indicates you are searching for the specified Reference Number. The format must be either NNN-NNNNNNN-N or NNNNNNN-N. 4 Multi: Click this button to open a small pop-up window which allows you to add up to 10 reference numbers. You can also add multiple reference numbers by entering a comma (,) after each reference number. 5 Date Type: Indicates the type of date range search you are going to perform. This field is used in conjunction with the Begin Date and End Date fields. copyright holder. 85

Customs Declarations Help 6 Date: You have three date options: 1. Single Date: Indicates a single date for exp.o to search for. You may enter the date manually or by using the calendar pop-up. 2. Absolute Date Range: Indicates absolute 'From' and 'To' dates for exp.o to search by. Again, you may enter the dates manually or by using the calendar pop-up. 3. Relative Date Range: Indicates relative dates for exp.o to search by. Relative date ranges are recommended when creating templates that you plan on either scheduling or running at a later date. Input the 'From' and 'To' dates by selecting values in the drop-down lists. copyright holder. 86

Customs Declarations Help Searching for Customs Declarations Customs Declarations Help > Searching for Customs Declarations To search for Customs Declarations: 1 Navigate to the Import Declaration Search page by selecting Customs Declarations > Import Declaration Search from the left navigation bar. View Figure 1. The Customs Entry Search link. 2 Input data in at least the following fields: Country Reference Type Reference Number 3 Click Search once you have entered the necessary data. exp.o will display your results when complete. copyright holder. 87

Customs Declarations Help Understanding Search Results Customs Declarations Help > Understanding Search Results Unlike a General Shipment Search that displays the seven tabs (Events, References, Orders...), a Customs Declarations Search displays only three tabs: Entry Details Events References Entry Details Tab The Entry Details section displays information about Customs Declarations that have been filed for the shipment. The information is displayed in a hierarchical fashion: the header level of the entry is displayed at the top level, and if you drill into the header, you can view the tariff, duty, tax and fee information, and in some cases drill further down to view the invoice and item information that comprise each tariff line. View Figure 1. Example of the Entry Details Tab. Events Tab The Events section organizes key shipment events by the locations in which they occur. The event locations are displayed first and the actual event descriptions are located within the location's expanding list. Most recent events are located at the top of the list. Each event has a date, description, and comments field. The comments field is not required and may be blank. View Figure 2. Example of the Events Tab. copyright holder. 88

Customs Declarations Help References Tab The References section displays all reference types and numbers associated with a specific shipment. Some shipments may have more reference types than others. When rolling over a reference numbe r with the mouse pointer, the column may turn light blue, which means it can be clicked. If, for example, you click the Container Reference number, exp.o will search for related information on that specific container number. View Figure 3. Example of the References Tab. copyright holder. 89

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Distribution Help Welcome to Distribution Help Distribution Help > Welcome to Distribution Help The Distribution section of exp.o Help attempts to answer any questions you may have about the following: Searching for reports. Viewing report results. Understanding Distribution information. What's in Distribution Help? You will find the following types of information within the Distribution section: Overviews of each search page (for example, VMI Reports, Real Time Inventory Reports...). Input Field descriptions of every field on every search page. Procedures on how to perform specific searches. Descriptions of the results you receive from a report. Other options in Distribution Help Remember, you can use the Search and Index tabs to help you find a specific keyword or topic. copyright holder. 91

Distribution Help Distribution Searches copyright holder. 92

Distribution Help Real Time Inventory Search Real Time Inventory Report Overview Distribut ion Help > Real Time Inventory Report Overview The Real Time Inventory Report is an item level view of the customer's inventory at an Expeditor's Distribution Center. It shows the quantity on hand, committed, requested/not committed, unavailable, and expected inbound inventory for a selected customer. Additionally, the SKU spec information can be viewed if the results are displayed in exp.o. You may search by SKU number or by a Wildcard (*). The results from this search can be viewed online or sent in an e-mail. Note:For online viewing, the maximum number of records that will be returned is 700. Input Field Descriptions 1 Branch/Client: Indicates the Branch/Client you wish to view a report on. The options within the drop-down list are different for various users. 2 Customize Report: Clicking this button will open a small window that allows you to customize the options for a report. Once you have customized the report, you can save it as a report name that will be displayed in the drop-down list of the Report Name field. 3 E-mail Address: You must provide your e-mail address for this type of report. After submitting the report, exp.o will e-mail you the generated report in both a text format and CSV format. 4 SKU No.: You must provide the SKU number of the item(s) you are searching for. If you want multiple SKUs, separate them by a comma. The SKU number is an identification, usually alphanumeric, of a particular product that allows it to be copyright holder. 93

Distribution Help tracked for inventory purposes. Typically, an SKU (pronounced with the individual letters or as SKYEW) is associated with any purchasable item in a store or catalog. For example, a woman's blouse of a particular style and size might have an SKU of "3726-8," meaning "Style 3726, size 8." The SKU identification for a product may or may not be made visible to a customer. 5 Suppress SKUs with No Activity: Select Yes if you don't want inactive SKUs to be included in your results. Select No if you do want inactive SKUs to be included in your results copyright holder. 94

Distribution Help Creating a Real Time Inventory Report Distribution Help > Creating a Real Time Inventory Report Reminder: Real Time Inventory Reports can be viewed in exp.o. They do not have to be sent by e-mail. To create a Real Time Inventory Report: 1 Navigate to the Real Time Inventory Report page by selecting Distribution > Real Time Inventory. 2 Use the Branch/Client drop down menu to select the client you wish to view. 3 Select the Report Name or click Customize to create a new report layout. See Customizing Distribution Reports for more information. 4 - Optional - Input the email address of the recipient you would like to send this report to. If you do not provide an e-mail address, the report will be displayed online. 5 Input a specific SKU No. or a partial SKU incorporating an asterisk (*) to search for SKUs containing certain values (for example, 12*, *04). Enter a single asterisk as a wildcard search to view all SKUs for that client. To search for multiple SKUs, separate each SKU by a comma and no space. 6 Select Yes to Suppress SKUs with No Activity - meaning you do not want to see SKUs that have no activity associated to them (for example, No on-hand inventory, no expected inventory, or no pending orders). Select No to view all SKU s regardless of inventory levels. 7 Click Search to have exp.o begin processing the report. -or- If you would like to save the search criteria for this report as a Saved Template to be used in the future, input the name in the Save this search to the My Templates folder as: field and click Save. Note: If you chose to have the report e-mailed to a recipient, the recipient will receive an e-mail from EDMS.EXPO@expeditors.com with a comma-delimited (CSV) attachment. copyright holder. 95

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Distribution Help Viewing Real Time Inventory Results Distribution Help > View Real Time Inventory Results W hen viewing Real Time Inventory Report results online, the results will be in the displayed in a table format with Min/Max Status lights associated to each SKU. Min/Max Status Lights Details 1 Red light indicates inventory is at or below the minimum defined level. 2 Yellow light indicates inventory levels are at or below the Re-Order Point, but above the minimum level. 3 Green light indicates inventory levels are above the Re-Order Point, but below the Maximum. 4 Blue lights indicate inventory levels are at or above the maximum level. copyright holder. 97

Distribution Help Click directly on a light to open the screen that displays the levels currently set for the selected SKU. SKU Details If you would like to see the SKU detail and specifications, select the twisty to the left of the Client Name. Doing so will show you the SKU Description, UPC, Weight, Cube and Units per Master Pack. Expected Inbound Expected Inbound quantities link directly into the Receipt Visibility details associated with that quantity. Place your mouse over the quantity in the Expected Inbound column and click once. copyright holder. 98

Distribution Help Work Order Search Work Order Search Overview Distribution Help > Work Order Search Overview The Work Order Search allows you to request the status of a specific work order. This is intended to be a quick search and the entire order number is required - no Wildcard Searches are allowed. The search results will be displayed online. For online viewing, the maximum number of records that will be returned is 100. To search for a Work Order, navigate to the Work Order page by selecting Distribution > Work Order Search. Input Field Descriptions 1 Branch/Client: Indicates the Branch/Client you wish to view a report on. The options within the drop-down list are different for various users.. 2 Work Order No.: Indicates the work order number to search for. Example, 123456-789. copyright holder. 99

Distribution Help Searching for a Work Order Distribution Help > Searching for a Work Order Reminder: Work Order Searches can be viewed in exp.o. They do not have to be sent by e- mail. To search for a Work Order: 1 Navigate to the Work Order page by selecting Distribution > Work Order Search. 2 Use the Branch/Client drop down menu to select the client you wish to view. 3 Input the work order number in the Work Order No. field. For example; 123456-789. No wildcard searches allowed. 4 Select an e-mail option: Email a notification to me when this report is complete. Select this option to have exp.o send you an e-mail that indicates this report is complete. The results can be accessed within exp.o via the Search Monitor. Email this report to me when it is complete. Select this option to have exp.o e-mail the entire report to you when it is complete. The e-mail will include a comma separated value (CSV) file attached. Do not email me. Select this option to have exp.o run the report online and display the results when complete. No e-mail notification will be sent. 5 Click Search to have exp.o begin processing the report. -or- If you would like to save the search criteria for this report as a Saved Template to be used in the future, input the name in the Save this search to the My Templates folder as: field and click Save. copyright holder. 100

Distribution Help Viewing Work Order Search Results Distribution Help > Viewing Work Order Search Results When viewing the results from a Work Order search, you will see three tabs of data: 1. Order Details 2. Inventory Status 3. Shipment Details Order Details Tab The Order Details tab will show you all the line level detail information for the requested Work Order. View example of the Order Details Tab. Inventory Status Tab The Inventory Status tab will show the same data that is returned in the Real Time Inventory Search. View example of the Inventory Status Tab. copyright holder. 101

Distribution Help Shipment Details Tab The Shipment Details tab will show you all BOL Numbers that contain that work order. View example of the Shipment Details Tab. Shipment details can be viewed by clicking on the twisty to the left of the BOL Number column. The PRO# is also a link that will bring you directly into the carriers tracking website, if available. copyright holder. 102

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Distribution Help Advanced Work Order Search Advanced Work Order Search Overview Distribut ion Help > Advanced Work Order Search Overview The Advanced Work Order Search section is used to find the status of an individual or multiple work orders. You can search using a work order number, outbound serial number, SKU, or consignee PO number. The search results display online and include order and shipment details along with a link to the inventory. To search for a Work Order, navigate to the Work Order page by selecting Distribution >Advanced Work Order Search. Note: At lest 3 character must be specified if using a wildcard search (i.e. "123"). Field Descriptions 1 Type: Indicates the type of work order search you want to perform. 2 Branch/Client: Indicates the Branch/Client you wish to view a report on. The options within the drop-down list are different for various users. 3 Search Text: Indicates the text you want exp.o to search by.. 4 Start Date: Indicates a start date for the system to search for. You can use the calendar pop-up or manually type in a date. The format must be dd/mm/yyyy (for example, 11/19/2002). 5 End Date: Indicates an end date for the system to search for. You can use the calendar pop-up or manually type in a date. The format must be dd/mm/yyyy (for example, 11/19/2002). copyright holder. 104

Distribution Help Creating an Advanced Work Order Search Distribution Help > Creating an Advanced Work Order Search Reminder: Advanced Work Order searches can be viewed in exp.o. They do not have to be sent by e-mail. To create an Advanced Work Order Search: 1 Navigate to the Advanced Work Order Search page by selecting Distribution > Advanced Work Order Search. 2 Select the Type of data that will be used to search for associated work orders - work order number, outbound serial number, SKU, or consignee PO number. 3 Use the Branch/Client drop-down list to select the client you wish to view. 4 Input the Search Text you want exp.o to search by that corresponds to the selected Type. Use a wildcard search to find multiple orders with minimum of 3 characters either followed or preceded by an asterisk (*) (i.e. 1234* or *654 ). 5 In the Start Date field, input the first date that the order is available to ship. 6 In the End Date field, input the last date that the order is available to ship. (30 days is maximum search range.) 7 Select an e-mail option: Email a notification to me when this report is complete. Select this option to have exp.o send you an e-mail that indicates this report is complete. The results can be accessed within exp.o via the Search Monitor. Email this report to me when it is complete. Select this option to have exp.o e-mail the entire report to you when it is complete. The e- mail will include a comma separated value (CSV) file attached. Do not email me. Select this option to have exp.o run the report online and display the results when complete. No e-mail notification will be sent. 8 Click Search to have exp.o begin processing the report. -or- If you would like to save the search criteria for this report as a Saved Template to be used in the future, input the name in the Save this search to the My Templates folder as: field and click Save. Once the search is completed, if there are multiple work orders that match the search criteria, you will see a list of matching orders. Click on the work order that you would like to view and the results will be the same as the standard Work Order Search display. copyright holder. 105

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Distribution Help Receipt PO Activity Receipt PO Activity Overview Distribution Help > Receipt PO Activity Overview The Receipt PO Activity Search is intended for a specific customer business model and is not available to all customers. This feature will show Receipt and Shipment activity of a customer specific Purchase Order Number. The search results will be displayed online and will show the SKU, quantity of received & shipped cartons, and the inbound receipt information such as container number, origin ship date, inbound receipt date, carrier, and total quantity. Wildcard Searches are not available. The Receipt PO Activity Searches are only available to customers who have a limited number of transactions against a single PO number. That number would be less than 30 combined Receipt and Shipment transactions on average. Your Distribution Manager can advise if this feature is available for your business model. For online viewing, the maximum number of records that will be returned is 200. To perform a search for Receipt PO Activity, select Distribution -> Receipt PO Activity. Input Field Descriptions 1 Branch/Client: Indicates the Branch/Client you wish to view a report on. The options within the drop-down list are different for various users. 2 Receipt PO No: Indicates exp.o will search for shipments with the given Receipt PO number. Receipt PO Numbers have length restriction of 16 characters. copyright holder. 107

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Distribution Help Creating a Receipt PO Activity Search Distribution Help > Creating a Receipt PO Activity Search Reminder: Receipt PO Activity Searches can be viewed in exp.o. They do not have to be sent by e-mail. To create a Receipt PO Activity Search: 1 Navigate to the Receipt PO Activity page by selecting Distribution > Receipt PO Activity. 2 Use the Branch/Client drop-down list to select the client you wish to view. 3 Input the complete Receipt PO number you would like to search for Wildcard Searches are not available. 4 Select an e-mail option: Email a notification to me when this report is complete. Select this option to have exp.o send you an e-mail that indicates this report is complete. The results can be accessed within exp.o via the Search Monitor. Email this report to me when it is complete. Select this option to have exp.o e-mail the entire report to you when it is complete. The e- mail will include a comma separated value (CSV) file attached. Do not email me. Select this option to have exp.o run the report online and display the results when complete. No e-mail notification will be sent. 5 Click Search to have exp.o begin processing the report. -or- If you would like to save the search criteria for this report as a Saved Template to be used in the future, input the name in the Save this search to the My Templates folder as: field and click Save. copyright holder. 109

Distribution Help Viewing Receipt PO Activity Results Distribution Help > Viewing Receipt PO Activity Results Once the search is completed, the subtotal of the received, shipped & unshipped cartons of each SKU associated to the selected PO Number will be displayed: Click on the twistie in the left-most column to display the SKU, Container Number, Date Received, Cartons Received, Ship Date, Shipped Cartons, Carrier, E.dms Shipment ID, Consignee, Trailer Number, and Work Order Number associated to that SKU: copyright holder. 110

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Distribution Help Receipt Visibility Search Receipt Visibility Search Overview Distribution Help > Receipt Visibility Search Overview The Receipt Visibility Search enables you to search for an inbound shipment to an Expeditor s Distribution Center using a Receipt PO, SKU, ASN Number, Conveyance number, or e.dms Receipt ID. You can also narrow the search by the Receipt Status: Expected, Arrived, Reconciled, Put Away, or Canceled. The search results will be displayed in exp.o and include the receipt details and links to the inventory statuses for the returned data. For online viewing, the maximum records that will be returned is 100. To perform a Receipt Visibility Search, go into Distribution -> and choose Receipt Visibility Search. The Receipt Visibility Search enables you to search for an inbound shipment to an Expeditor s Distribution Center using a Receipt PO, SKU, ASN Number, Conveyance number, or e.dms Receipt ID. You can also narrow the search by the Receipt Status: Expected, Arrived, Reconciled, Put Away, or Canceled. The search results will be displayed in exp.o and include the rece ipt details and links to the inventory statuses for the returned data. For online viewing, the maximum records that will be returned is 100. To perform a Receipt Visibility Search, go into Distribution -> and choose Receipt Visibility Search. copyright holder. 112

Distribution Help Input Field Descriptions 1 Branch/Client: Indicates the Branch/Client you wish to view a report on. The options within the drop-down list are different for various users. 2 Type: Indicates the type of receipt visibility search to perform. 3 Search Text: Indicates the textual criteria exp.o will be searching for. 4 Status From: Optional field indicating the specific search's from status. 5 Status To: Optional field indicating the specific search's to status. 6 Start Date: Indicates a Start Date for the system to search for. You can use the calendar pop-up or manually type in a date. The format must be dd/mm/yyyy (for example, 11/19/2002). 7 End Date: Indicates an End Date for the system to search for. You can use the calendar pop-up or manually type in a date. The format must be dd/mm/yyyy (for example, 11/19/2002). copyright holder. 113

Distribution Help Creating A Receipt Visibility Search Distribution Help > Creating a Visibility Search Reminder: Receipt Visibility Searches can be viewed in exp.o. They do not have to be sent by e-mail. To perform a Receipt PO Activity Search: 1 Navigate to the Receipt Visibility Search page by selecting Distribution > Receipt Visibility Search. 2 Use the Branch/Client drop-down list to select the client you wish to view. 3 Select the Type of reference number you will use to search by - Receipt PO, SKU, ASN Number, Conveyance number, or e.dms Receipt ID 4 Input the complete Search Text that corresponds with the Type chosen - Wildcard Searches are not available.> 5 Select the Status From range you would like to start the search by: Expected This shipment is expected to arrive into the Expeditor s facility based on the Estimated Receipt Date Arrived The inbound freight has arrived at the facility, but has not been posted to available inventory. Reconciled The inventory on the shipment has been checked against the system s expected receipt or paperwork & any adjustments have been made. This inventory is posted and available. Put Away The inventory has been put away in the assigned storage locations within the distribution center. Canceled The inbound receipt has been canceled, no inventory expected. 6 Select the Status To - ending status in which to include in the search. 7 Input the Start Date - the first transaction date for defining the starting point of your report range. 8 Input the End Date - the last transaction date for defining the ending point of your report range. 9 Select an e-mail option: Email a notification to me when this report is complete. Select this option to have exp.o send you an e-mail that indicates this report is complete. The results can be accessed within exp.o via the Search Monitor. Email this report to me when it is complete. Select this option to have exp.o e-mail the entire report to you when it is complete. The e- mail will include a comma separated value (CSV) file attached. Do not email me. Select this option to have exp.o run the report copyright holder. 114

Distribution Help online and display the results when complete. No e-mail notification will be sent. 10 Click Search to have exp.o begin processing the report. -or- If you would like to save the search criteria for this report as a Saved Template to be used in the future, input the name in the Save this search to the My Templates folder as: field and click Save. copyright holder. 115

Distribution Help Viewing Receipt Visibility Search Results Distribution Help > Viewing a Receipt Visibility Search When the search results are returned, you will see two tabs 1. The Receipt Details tab 2. The Inventory Status tab Receipt Details Tab The Receipt Details tab will show the SKU, purchase order number, lot number, number of expected units, actual units received (if the status is Reconciled or Put Away), pieces per master carton, total number of cartons, volume and weight for this inbound shipment. View example of the Receipt Details Tab. Inventory Status Tab The Inventory Status tab will show the same data that is returned in the Real Time Inventory Search. View example of the Inventory Status Tab. copyright holder. 116

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Distribution Help Shipment Reports Shipping Reports Overview Distribution Help>Shipping Reports Overview The Shipping Reports page in Distribution allows you to initiate a report request for orders & items that were shipped during a specific time frame. No Reference Numbers are required for the report request. The report results will be sent to you as an e-mail attachment. To run a Sh ipping Report, go to Distribution -> Distribution Reports -> Shipping Report: Input Field Descriptions 1 Branch/Client: Indicates the Branch/Client you wish to view a report on. The opti ons within the drop-down list are different for various users. 2 Report Name: Indicates the name of the report you wish to view. You can select or customize an existing report from the drop-down list. 3 Customize Report: Clicking this button will open a small window that allows you to customize the options for a report. Once you have customized the report, you can save it as a report name that will be displayed in the drop-down list of the Report Name field. 4 Start Date: Indicates a Start Date for the system to search for. You can use the calendar pop-up or manually type in a date. The format must be dd/mm/yyyy (for example, 11/19/2002). 5 End Date: Indicates an End Date for the system to search for. You can use the calendar pop-up or manually type in a date. The format must be dd/mm/yyyy (for example, 11/19/2002). copyright holder. 119

Distribution Help 6 E-mail Address: You must provide your e-mail address for this type of report. After submitting the report, exp.o will e-mail you the generated report in both a text format and CSV format. copyright holder. 120

Distribution Help Creating a Shipping Report Distribution Help>Creating a Shipping Report Reminder: Shipping Reports can only be sent to you by e-mail. To create a Shipping Report: 1 Navigate to the Shipping Report page by selecting Distribution > Distribution Reports > Shipping Report. 2 Use the Branch/Client drop-down list to select the client you wish to view. 3 Select the Report Name or click Customize to create a customized report layout. See Customizing Distribution Reports for more information. 4 Input the Start Date - the first transaction date for defining the starting point of your report range. 5 Input the End Date - the last transaction date for defining the ending point of your report range. 6 Select an e-mail option: Email a notification to me when this report is complete. Select this option to have exp.o send you an e-mail that indicates this report is complete. The results can be accessed within exp.o via the Search Monitor. Email this report to me when it is complete. Select this option to have exp.o e-mail the entire report to you when it is complete. The e-mail will include a comma separated value (CSV) file attached. Do not email me. Select this option to have exp.o run the report online and display the results when complete. No e-mail notification will be sent. 7 Click Search to have exp.o begin processing the report. -or- If you would like to save the search criteria for this report as a Saved Template to be used in the future, input the name in the Save this search to the My Templates folder as: field and click Save. copyright holder. 121

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Distribution Help Pending Shipment Reports Pending Shipment Reports Overview Distribution Help>Pending Shipment Reports Overview The Pending Shipments Report page in Distribution allows you to request a report for orders that are still in the Distribution Center waiting to be shipped. No Reference Numbers are required for the report request. The report results will be sent to you as an e-mail attachment and the maximum number of records it can contain is 1,500. Field Definitions 1 Branch/Client: Indicates the Branch/Client you wish to view a report on. The options within the drop-down list are different for various users. 2 Report Name: Indicates the name of the report you wish to view. You can select or customize an existing report from the drop-down list. 3 Customize Report: Clicking this button will open a small window that allows you to customize the options for a report. Once you have customized the report, you can save it as a report name that will be displayed in the drop-down list of the Report Name field. 4 Start Date: Indicates a start date for the system to search for. You can use the calendar pop-up or manually type in a date. The format must be dd/mm/yyyy (for example, 11/19/2002). 5 End Date: Indicates an end date for the system to search for. You can use the calendar pop-up or manually type in a date. The format must be dd/mm/yyyy (for example, 11/19/2002). copyright holder. 123

Distribution Help 6 E-mail Address: You must provide your e-mail address for this type of report. After submitting the report, exp.o will e-mail you the generated report in both a text format and CSV format. copyright holder. 124

Distribution Help Creating a Pending Shipments Report Distr ibution Help>Creating a Pending Shipment Report Reminder: Pending Shipment Reports can only be sent to you by e-mail. To create a Pending Shipments Report: 1 Navigate to the Pending Shipments Report page by selecting Distribution > Distribution Reports > Pending Shipments Report. 2 Use the Branch/Client drop-down list to select the client you wish to view. 3 Select the Report Name or click Customize to create a customized report layout. See Customizing Distribution Reports for more information. 4 Input the Start Date - the first transaction date for defining the starting point of your report range. 5 Input the End Date - the last transaction date for defining the ending point of your report range. 6 Select an e-mail option: Email a notification to me when this report is complete. Select this option to have exp.o send you an e-mail that indicates this report is complete. The results can be accessed within exp.o via the Search Monitor. Email this report to me when it is complete. Select this option to have exp.o e-mail the entire report to you when it is complete. The e-mail will include a comma separated value (CSV) file attached. Do not email me. Select this option to have exp.o run the report online and display the results when complete. No e-mail notification will be sent. 7 Click Search to have exp.o begin processing the report. -or- If you would like to save the search criteria for this report as a Saved Template to be used in the future, input the name in the Save this search to the My Templates folder as: field and click Save. 8 When you receive the e-mail from EDMS.EXPO, open it from your Inbox and view the data as necessary. The e-mail includes an attached CSV file which you can detach and opened with Microsoft Excel*. From your Inbox, the e-mail will look similar to the image below. copyright holder. 125

Distribution Help *Microsoft and Excel are registered trademarks of Microsoft Corporation. copyright holder. 126

Distribution Help Receipt Reports Receipt Reports Overview Distribution Help>Receipt Reports Overview The Receipt Reports page in Distribution allows you to search only for receipt information in a specified date range. No Reference Numbers are required for searching (for example, PO number or SKU number). You can search by Date Range and Client. When you perform this type of report, the results are too large for viewing in exp.o. Because of this constraint, the report results will be sent to you in an e-mail. Field Definitions 1 Branch/Client: Indicates the Branch/Client you wish to view a report on. The options within the drop-down list are different for various users. 2 Report Name: Indicates the name of the report you wish to view. You can select or customize an existing report from the drop-down list. 3 Customize Report: Clicking this button will open a small window that allows you to customize the options for a report. Once you have customized the report, you can save it as a report name that will be displayed in the drop-down list of the Report Name field. 4 Start Date: Indicates a start date for the system to search for. You can use the calendar pop-up or manually type in a date. The format must be dd/mm/yyyy (for example, 11/19/2002). 5 En d Date: Indicates an end date for the system to search for. You can use the calendar pop-up or manually type in a date. The format must be dd/mm/yyyy (for example, 11/19/2002). 6 E-mail Address: You must provide your e-mail address for this type of report. copyright holder. 127

Distribution Help After su bmitting the report, exp.o will e-mail you the generated report in both a text format and CSV format. copyright holder. 128

Distribution Help Creating a Receipt Report Distribution Help>Creating a Receipt Report Reminder: Pending Shipment Reports can only be sent to you by e-mail. To create a Pending Shipments Report: 1 Navigate to the Pending Shipments Report page by selecting Distribution > Distribution Reports > Pending Shipments Report. 2 Use the Branch/Client drop-down list to select the client you wish to view. 3 Select the Report Name or click Customize to create a customized report layout. See Customizing Distribution Reports for more information. 4 Input the Start Date - the first transaction date for defining the starting point of your report range. 5 Input the End Date - the last transaction date for defining the ending point of your report range. 6 Select an e-mail option: Email a notification to me when this report is complete. Select this option to have exp.o send you an e-mail that indicates this report is complete. The results can be accessed within exp.o via the Search Monitor. Email this report to me when it is complete. Select this option to have exp.o e-mail the entire report to you when it is complete. The e- mail will include a comma separated value (CSV) file attached. Do not email me. Select this option to have exp.o run the report online and display the results when complete. No e-mail notification will be sent. 7 Click Search to have exp.o begin processing the report. -or- If you would like to save the search criteria for this report as a Saved Template to be used in the future, input the name in the Save this search to the My Templates folder as: field and click Save. 8 When you receive the e-mail from EDMS.EXPO, open it from your Inbox and view the data as necessary. The e-mail includes an attached CSV file which you can detach and opened with Microsoft Excel*. From your Inbox, the e-mail will look similar to the image below. copyright holder. 129

Distribution Help *Microsoft and Excel are registered trademarks of Microsoft Corporation. copyright holder. 130

Distribution Help Activity Reports Activity Reports Overview Distribution Help>Activity Reports Overview The Activity Reports function in exp.o allows you to request a report for the overall events or actions for a specified SKU or entire client for a period of time. The report results will be sent to you in an e-mail attachment. To run an Activity Report, go into Distribution -> Distribution Reports -> Activity Report. Field Descriptions 1 Branch/Client: Indicates the Branch/Client you wish to view a report on. The options within the drop-down list are different for various users. 2 Report Name: Indicates the name of the report you wish to view. You can select or customize an existing report from the drop-down list. 3 Customize Report: Clicking this button will open a small window that allows you to customize the options for a report. Once you have customized the report, you can save it as a report name that will be displayed in the drop-down list of the Report Name field. 4 Start Date: Indicates a Start Date for the system to search for. You can use the calendar pop-up or manually type in a date. The format must be dd/mm/yyyy (for example, 11/19/2002). 5 End Date: Indicates an End Date for the system to search for. You can use the calendar pop-up or manually type in a date. The format must be dd/mm/yyyy (for copyright holder. 131

Distribution Help example, 11/19/2002). 6 E-mail Address: You must provide your e-mail address for this type of report. After submitting the report, exp.o will e-mail you the generated report in both a text format and CSV format. 7 SKU No.: You must provide the SKU number of the item(s) you are searching for. If you want to enter multiple SKUs, separate them by a comma. The SKU number is an identifier, usually alphanumeric, of a particular product that allows it to be tracked for inventory purposes. Typically, an SKU (pronounced with the individual letters or as SKYEW) is associated with any purchasable item in a store or catalog. For example, a woman's blouse of a particular style and size might have an SKU of "3726-8," meaning "Style 3726, size 8." The SKU identification for a product may or may not be made visible to a customer. copyright holder. 132

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Distribution Help Creating an Activity Report Distribution Help > Creating an Activity Report Reminder: Activity Reports can only be sent to you by e- mail. To create an Activity Report: 1 Navigate to the Activity Report page by selecting Distribution > Distribution Reports > Activity Report. 2 Use the Branch/Client drop-down list to select the client you wish to view. 3 Select the Report Name or click Customize to create a customized report layout. See Customizing Distribution Reports for more information. 4 Input the Start Date - the first transaction date for defining the starting point of your report range. 5 Input the End Date - the last transaction date for defining the ending point of your report range. 6 Select an e-mail option: Email a notification to me when this report is complete. Select this option to have exp.o send you an e- mail that indicates this report is complete. The results can be accessed within exp.o via the Search Monitor. Email this report to me when it is complete. Select this option to have exp.o e-mail the entire report to you when it is complete. The e-mail will include a comma separated value (CSV) file attached. Do not email me. Select this option to have exp.o run the report online and display the results when complete. No e-mail notification will be sent. 7 Input a specific SKU Number, or a partial SKU followed by an asterisk (*) to search for SKU s beginning with a certain value (i.e. 12*). Or, enter an asterisk (*) as a wildcard search to view ALL SKU s for the selected client. 8 Click Search to have exp.o begin processing the report. -or- copyright holder. 134 If you would like to save the search criteria for this report as a Saved Template to be used

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Distribution Help Inventory Aging Reports Inventory Aging Reports Overview Distribution Help > Inventory Aging Reports Overview The Inventory Aging Report allows you to request a report reflecting the age, in days, for inventory stored in a Distribution Center. When you request this Inventory Aging Report, the report results will be sent to you in an e-mail attachment and the maximum number of records it can contain is 1,000. To run an Inventory Aging Report, go into Distribution -> Distribution Reports -> Inventory Aging Report. Field Descriptions 1 Branch/Client: Indicates the Branch/Client you wish to view a report on. The options within the drop-down list are different for various users. 2 Report Name: Indicates the name of the report you wish to view. You can select or customize an existing report from the drop-down list. 3 Customize Report: Clicking this button will open a small window that allows you to customize the options for a report. Once you have customized the report, you can save it as a report name that will be displayed in the drop-down list of the Report Name field. 4 E-mail Address: You must provide your e-mail address for this type of report. After submitting the report, exp.o will e-mail you the generated report in both a copyright holder. 136

Distribution Help text format and CSV format. 5 SKU No.: You must provide the SKU number of the item(s) you are searching for. If you want to enter multiple SKUs, separate them by a comma. The SKU number is an identifier, usually alphanumeric, of a particular product that allows it to be tracked for inventory purposes. Typically, a SKU (pronounced with the individual letters or as SKYEW) is associated with any purchasable item in a store or catalog. For example, a woman's blouse of a particular style and size might have an SKU of "3726-8," meaning "Style 3726, size 8." The SKU identification for a product may or may not be made visible to a customer. 6 Lot No.: Optional field indicating exp.o will search for shipments with the given number. Lot Numbers have a length restriction of 20 characters. 7 Receipt PO No.: Optional field indicating exp.o will search for shipments with the given Receipt PO Number. Receipt PO Numbers have a length restriction of 16 characters. 8 Start Date: Indicates a Start Date for the system to search for. You can use the calendar pop-up or manually type in a date. The format must be dd/mm/yyyy (for example, 11/19/2002).. 9 End Date: Indicates an End Date for the system to search for. You can use the calendar pop-up or manually type in a date. The format must be dd/mm/yyyy (for example, 11/19/2002). 10 Greater Than # Days: Optional field indicating exp.o will search for shipments greater than the specified number of days 11 Less Than # Days: Optional field indicating exp.o will search for shipments less than the specified number of days. Lot copyright holder. 137

Distribution Help Creating an Inventory Aging Report Distribution Help>Creating an Inventory Aging Report Reminder: Inventory Aging Reports can only be sent to you by e-mail. To Create an Inventory Aging Report: 1 Navigate to the Inventory Aging Report page by selecting Distribution > Distribution Reports > Inventory Aging Report. 2 Use the Branch/Client drop-down list to select the client you wish to view. 3 Select the Report Name or click Customize to create a customized report layout. See Customizing Distribution Reports for more information. 4 Input the Email Address you would like to have this report sent to. NOTE: This is a required field. No online viewing allowed for the Inventory Aging Report. 5 Input a specific SKU Number, or a partial SKU followed by an asterisk (*) to search for SKU s beginning with a certain value (i.e. 12*). Or, enter an asterisk (*) as a wildcard search to view ALL SKU s for the selected client. 6 -Optional- Input the Receipt PO Number you would like to specifically search for. 7 -Optional- Input the Lot Number you would like to specifically search for. 8 Greater Than (Days) - Enter the minimum number of days the inventory has been stored within the distribution center for the report output. 9 Less Than (Days) - Enter the maximum number of days the inventory has been stored within the distribution center for the report output. 10 Click Search to have exp.o begin processing the report. -or- If you would like to save the search criteria for this report as a Saved Template to be used in the future, input the name in the Save this search to the My Templates folder as: field and click Save. 11 When you receive the e-mail from EDMS.EXPO, open it from your Inbox and view the data as necessary. The e-mail includes an attached CSV file which you can detach and opened with Microsoft Excel*. From your Inbox, the e-mail will look similar to the image below. copyright holder. 138

Distribution Help *Microsoft and Excel are registered trademarks of Microsoft Corporation. copyright holder. 139

Distribution Help VMI Reports copyright holder. 140

Distribution Help Inventory Reports VMI Inventory Reports Overview Distribution Help>Inventory Reports Overview The VMI (Vendor Managed Inventory) Inventory Report is a customized setup for those of you who need to view inventory levels for multiple vendors handled within an Expeditor's facility. A Branch/Client must be selected along with a SKU number to search by. Wildcard Sea rches are allowed. There is also the option of having the report displayed online or sent to you by e-mail Input Field Descriptions 1 Branch/Client: Indicates the Client you wish to view a report on. 2 Email Address: Indicates the e-mail address that you would like the report to be sent to (not required). 3 SKU No.: You must provide the SKU number of the item(s) you are searching for. If you want multiple SKUs, separate them by a comma. The SKU number is an identification, usually alphanumeric, of a particular product that allows it to be tracked for inventory purposes. Typically, an SKU (pronounced with the individual letters or as SKYEW) is associated with any purchasable item in a store or catalog. For example, a woman's blouse of a particular style and size might have an SKU of "3726-8," meaning "Style 3726, size 8." The SKU identification for a product may or may not be made visible to a customer. 4 Suppress SKUs with No Activity: Select Yes if you don't want inactive SKUs to be included in your results. Select No if you do want inactive SKUs to be included in your results. copyright holder. 141

Distribution Help copyright holder. 142

Distribution Help Creating a VMI Inventory Report Distribution Help>Creating a Inventory Report Reminder: VMI Inventory Reports can be viewed in exp.o. You are not required to provide an e-mail address. To create an VMI Inventory Report: 1 Navigate to the VMI Inventory Report page by selecting Distribution > VMI Reports > Inventory Report. 2 The following fields are required before exp.o will process the report: Branch/Client SKU No. 3 Click Submit once you have entered the necessary data. exp.o will begin processing your report and display results when complete. copyright holder. 143

Distribution Help VMI Activity Reports VMI Activity Reports Overview Distribution Help > Topic Title (no deeper than 3) The VMI (Vendor Managed Inventory) Activity Report is a customized setup for those of you who need to view activity for multiple vendors handled within an Expeditor's facility. A branch/ client must be selected along with the start and end date, and SKU number to search by. Wildcard Searches are allowed. When you perform this type of report, the results are too large for viewing in exp.o. Because of this constraint, the report results will be sent to you in an e-mail. Input Field Descriptions 1 Branch/Client: Indicates the Branch/Client you wish to view a report on. The options within the drop-down list are different for various users. 2 Start Date: Indicates a start date for the system to search for. You can use the calendar pop-up or manually type in a date. The format must be dd/mm/yyyy (for example, 11/19/2002). 3 End Date: Indicates an end date for the system to search for. You can use the calendar pop-up or manually type in a date. The format must be dd/mm/yyyy (for example, 11/19/2002). 4 E-mail Address: You must provide your e-mail address for this type of report. After submitting the report, exp.o will e-mail you the generated report in both a text format and CSV format. 5 SKU No.: You must provide the SKU number of the item(s) you are searching for. If you want multiple SKUs, separate them by a comma. The SKU number is an identification, usually alphanumeric, of a particular product that allows it to be tracked for inventory purposes. Typically, an SKU (pronounced with the individual copyright holder. 144

Distribution Help letters or as SKYEW) is associated with any purchasable item in a store or catalog. For example, a woman's blouse of a particular style and size might have an SKU of "3726-8," meaning "Style 3726, size 8." The SKU identification for a product may or may not be made visible to a customer. copyright holder. 145

Distribution Help Creating a VMI Activity Report Distribution Help > Creating a VMI Activity Report Reminder: VMI Activity Reports can only be sent to you by e-mail. To Create a VMI Activity Report: 1 Navigate to the VMI Activity Report page by selecting Distribution > VMI Reports > VMI Activity Report. 2 The following fields are required before exp.o will process the report: Branch/Client Start Date End Date E-mail Address SKU No. 3 Click Submit once you have entered the necessary data. exp.o displays a notification that the report results will be sent to the e-mail address you provided. Note: Both the size of the report and the amount of Internet traffic determine the length of time it takes for the exp.o system to send your e-mail with results. copyright holder. 146

Distribution Help Customizing Distribution Reports (the new way) Distribution Help > Customizing Distribution Reports (the new way) There have been some changes made to the way you customize your Distribution reports. Please read this topic before customizing any Distribution reports so you are familiar with the new customizing process. exp.o is in the process of standardizing the way you will customize all reports within the system. This includes Distribution, Transportation, and Orders (e.cms) reports. Thank you for your patience during this transition process. To customize a Distribution report (the new way): 1 If you're already on the Save Template - Configure Template Options page (with the four tabs at the top), go to step 2. If you're on the standard search page (that doesn't have the four tabs at the top), click the Save button at the bottom of the page. View Figure 1. View of the "Real Time Inventory" page. 2 On the Save Template - Configure Template Options page, enter any search criteria as necessary in Search Criteria tab. View Figure 2. View of the "Search Criteria" tab. copyright holder. 147

Distribution Help 3 Select the Format Results tab and format the results for your report: Note: For users with the "Composite report" option - selecting this option will gray-out the formatting options below it. The composite report follows a predefined format that can not be changed. It will create a continuous report (like a manifest report) that you can view after it has completed running. Remove Columns from a Report (only non-required columns) 1) Select a column name from the 'Selected Columns:' list box. 2) Click the leftward-pointing arrow to remove that column from the results table. That column will now appear in the 'Available Columns:' list box. Note, columns in red text with an asterisk * can not be removed. View Figure 3. Removing columns from a report. Add Columns to a Report (where available) 1) Select the desired columns from the "Available Columns:" list box. 2) Click the rightward-pointing arrow button to move the columns over to your "Selected Columns:" list box. The additional columns you just moved over will now appear in your report the next time it is run. Note, some reports will have more additional columns available to add than others. View Figure 4. Adding additional columns to a report. copyright holder. 148

Distribution Help Change the Order in Which the Columns Appear on the Report 1) Select a column name from the 'Selected Columns:' list box. 2) Click the upward-pointing or downward-pointing arrows to move the name up or down. The vertical order of the column names in the list box corresponds to the horizontal order that the column names will appear in the results table (see example top- >bottom = left->right). View Figure 5. Changing the order of individual columns. Rename Column Header Labels that Appear on the Report 1) Select a column name from the 'Selected Columns:' list box. 2) In the 'Column Properties:' section, enter a new name in the 'Label:' field and then click Update. The updated column name will now appear in parenthesis in the 'Selected Columns:' list box. View Figure 6. Changing the names of individual columns. copyright holder. 149

Distribution Help Adjust a Column's Alignment to Left, Center, or Right Aligned 1) Select a column name from the 'Selected Columns:' list box. 2) In the 'Column Properties:' section, select any of the Left, Center, or Right options. Note, you do not need to click the 'Update' button for this customization to take effect. View Figure 7. Changing the order of individual columns. 4 Go to the Schedule and E-mail Options tabs as necessary. Learn more about scheduling a report. 5 Enter a new Name for your customized report. This name will appear in your report list on the My Templates page after saving. View Figure 8. View of the "Name:" field. copyright holder. 150

Distribution Help 6 Click Save and Search or click Save once you're done. Note: Y ou can always go back and configure the report by going to the My Templates section, selecting the report you want, and then clicking the Configure button. copyright holder. 151

Distribution Help Templates and Scheduled Reports Distribution Help > Templates and Scheduled Reports Each time you run a report or search in exp.o, you have the option of saving that search or re port in the My Templates section. exp.o has the ability to set up scheduled reports based on the criteria you have specified, and that data will be sent via email at the requested times. Once you save the report, exp.o will take you to the Save Template Configure Template Options page. There is a tab where you can schedule the report to run at specific times. If you save the report without scheduling it, you will see the following confirmation that the report has been saved to My Templates. To set up one of these templates as a Scheduled Report, select the My Templates tab and all your saved templates will be displayed. Select the template you would like to set up for scheduling by putting a check in the box to the left of it. Then choose Configure to set up the timing of the report. copyright holder. 152

Distribution Help Scheduling the Report Inpu t the frequency of the report in the Every field. You will have the option of setting up the report for a daily, weekly, or monthly schedule, along with the time and date range to continue sending this report For Daily report, put in the frequency in the Every field and verify Day(s) is selected. You can specify, if you like, to receive the report every 1-7 days. For example, if you would like the report every day, input in 1 ; however, if you would like the data every other day, input 2. Then specify the time of day you would like the report to be sent. Be sure to setup your time zone in the Preferences section, otherwise the system will default to GMT. The Preferences section is circled in red below. For weekly reports, input the frequency in the Every field and verify Week(s) is selected. When you select Week(s), you must then choose the weekday(s) on which you want to receive the report and input a time. An end date is required as well. Be sure to setup your time zone in the Preferences section, otherwise the system will default to GMT. The Preferences section is circled in red below. copyright holder. 153

Distribution Help For monthly reports, you have the option of choosing to have the report sent on a specific day of the month (i.e. the first Monday of each month), or choosing a specific date (i.e. always the 15th, etc.). If you choose to set up the report by Day, select the On: field. Your options are First, Second, Third, Fourth, or Last. Then select the day of the week (Sunday Saturday). An end date is required as well. Be sure to setup your time zone in the Preferences section, otherwise the system will default to GMT. The Preferences section is circled in red below. copyright holder. 154

Distribution Help If you choose to set the report up by Date, input the exact date(s) in the On: day(s) field. For example, if you would like the report the 1st and the 15th of each month, input 1, 15. If the month has fewer days than specified in your list, the report will be sent on the last day of each month. An end date is required as well. Be sure to setup your time zone in the Preferences section, otherwise the system will default to GMT. The Preferences section is circled in red below. Once the report has been saved, a confirmation will be displayed stating the criteria selected copyright holder. 155

Distribution Help for this scheduled report: Once a report has been scheduled, you will see a clock indicator next to the template in the My Templates folder. copyright holder. 156

Order Management Help Welcome to Orders Help Order Management Help>Welcome to Orders Help The Orders section of exp.o Help attempts to answer any questions you may have about the following: Shipped Orders/Items Orders Containers Order Management Business Definitions What's in Orders Help" You will find the following types of information within the Orders section: Procedures for performing a search Input field descriptions Descriptions of results Business Definitions Other Options in Orders Help Check out the Business Glossary to see a list of terms related to Order Management. Remember, you can use the Index and Search tabs to help you find a specific keyword or topic. copyright holder. 157

Order Management Help Orders copyright holder. 158

Order Management Help Track Orders Track Orders Overview Order Management Help > Track Orders Overview The Track Orders option allows you to look up specific order numbers, or look up orders that meet a certain criteria. You must provide either an order number or date range for exp.o to search by. Upon a successful search, exp.o will return basic information for one or multiple orders (depending on the search criteria) that you may view in detail. By viewing order details, you can determine such information as what items are associated to the order, the quantity, and whether the order has been received or shipped. Figure 1. View of the Track Orders screen with sample data in the fields. Input Field Descriptions 1 Order Number(s): Indicates the number(s) exp.o will search for. Click Multi to enter multiple Order Numbers. 2 Date Type: Indicates type of date for exp.o to search for. Expand the drop-down list to select an available type 3 Begin/End Date: Indicates the time period for exp.o to search by. Use the calendar pop-up or enter dates manually in the format mm/dd/yyyy or copyright holder. 159

Order Management Help mm/dd/yy. 4 Order Status: Indicates any of the selected order statuses: Cancelled = customer/client cancelled the order. Closed = order shipped in it's entirety. Could be entire order or a partial quantity. Partial = order is partially shipped. For example, 50 out of the total 100 items have been shipped. Open = order is outstanding, nothing has shipped yet. Other = status to be defined by client if necessary. Unknown = order status is not known. 5 Origin Port: Indicates the order's port of origin. It is best to use the Port Lookup option (client specific) when entering the Origin Port. 6 Delivery Location: Indicates the order's delivery location. Locations in the dropdown list will be company-specific. 7 Vendor: Indicates the name of the vendor exp.o will search for. Enter a valid vendor name to further narrow your search. 8 Department: Can be codes or names that are derived from the electronic PO. You may input the correct code or name in this field to help further narrow your search. 9 Buyer: Can be codes or names that are derived from the electronic PO. You may input the correct code or name in this field to help further narrow your search. 10 Reference Type: Indicates additional values that you want exp.o to use when searching for your order. Expand the drop-down list to select an available type. 11 Reference Number: Indicates the Reference Number exp.o will search for. For example, SKU numbers could be input here. copyright holder. 160

Order Management Help Tracking Orders Order Management Help > Tracking Orders If you want to view general information about your orders, perform a Track Orders Search. You can search either by Order Number or by Date Type and Range. To search by Order Number: 1 Enter a single Order Number in the Order Number(s) field or click Multi to enter multiple Order Numbers. 2 Click Search after entering the desired Order Numbers. To search by date type and range: 1 Select a Date Type from the drop-down list. Your options are the following: Requested Ex-Factory Requested Receipt at Origin Requested Ship Date Requested Delivery Date These dates will have been filled by the electronic PO, otherwise they would not be available. 2 Enter a Begin/End Date by either manually entering dates in the format "mm/dd/yyyy" or "mm/dd/yy" or by using the calendar pop-ups. 3 Click Search after entering the desired dates. copyright holder. 161

Order Management Help Track Ordered Items- By Item ID Track Ordered Items By Item ID Overview Order Management Help > Track Ordered Items by Item ID Overview Tracking an ordered item by item ID is similar to the 'Track Orders' Search. The main diff erence here is that you're tracking the order at an Item level instead of at the Order N umber level. You can look up specific item numbers, or look up items that meet a certain criteria. Figure 1. View of the Track Ordered Items by Item Id screen with sample data in the fields. Input Field Descriptions 1 Item ID(s): Indicates the item number exp.o will search for. The item number will have derived from the electronic PO. 2 Order Status: Indicates any of the selected order statuses: Cancelled = customer/client cancelled the order. copyright holder. 162

Order Management Help Closed = order shipped in it's entirety. Could be entire order or a partial quantity. Partial = order is partially shipped. For example, 50 out of the total 100 items have been shipped. Open = order is outstanding, nothing has shipped yet. Other = status to be defined by client if necessary. Unknown = order status is not known. 3 Order Line Number: The order line number is a unique number Expeditors assigns to an order. It allows us to handle the same item that may be listed multiple times on a purchase order. 4 Delivery Location: Indicates the order's delivery location. Locations in the dropdown list will be customer/client-specific. 5 Vendor: Indicates the name of the vendor exp.o will search for. Input a valid Vendor name to further narrow your search. 6 Department: Can be codes or names that are derived from the electronic PO. You may input the correct code or name in this field to help further narrow your search. 7 Buyer: Can be codes or names that are derived from the electronic PO. You may input the correct code or name in this field to help further narrow your search. 8 Origin Port: Indicates the item's port of origin. It is best to use the Port Lookup option when entering the Origin Port. 9 BL Destination Port: Indicates the destination port as displayed on the bill of lading. It is best to use the Port Lookup option (client specific) when entering the BL Destination Port. 10 Reference Type: Indicates additional values that you want exp.o to use when searching for your order. Expand the drop-down list to select an available type.. 11 Reference Number: Indicates the reference number exp.o will search for. For example, SKU numbers could be input here. 12 Date Type: Indicates type of date for exp.o to search for. Expand the drop-down list to select an available type. 13 Begin/End Date: Indicates the time period for exp.o to search by. Use the calendar pop-up or enter dates manually in the format mm/dd/yyyy or mm/dd/yy. copyright holder. 163

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Order Management Help Tracking Ordered Items By Item ID Order Management Help>Tracking Ordered Items by Item ID If you want to search specifically for an Item you have the ID for, perform a Track Ordered Items by Item ID search. To track an ordered item by item ID: 1 Enter the item ID number in the Item(s) ID field. Click Multi to enter multiple item IDs. 2 Click Search. Depending on your search criteria, exp.o will provide results including one or multip le items. copyright holder. 165

Order Management Help Track Ordered Items- By Date Range Track Ordered Items By Date Range Overview Order Management Help > Track Items by Date Range Overview When tracking ordered items by Date Range, you are not required to provide the item's ID lik e you are with the Track Ordered Items by Item ID search. You can simply specify a Date Range and input data in one additional field for exp.o to search by. Figure 1. View of the Track Ordered Items by Date Range screen with sample data in the fields. Input Field Descriptions 1 Date Type: Indicates type of date for exp.o to search for. Expand the drop-down list to select an available type. 2 Begin/End Date: Indicates the time period for exp.o to search by. Use the calendar pop-up or enter dates manually in the format mm/dd/yyyy or mm/dd/yy.. copyright holder. 166

Order Management Help 3 Order Status: Indicates any of the selected order statuses: Cancelled = customer/client cancelled the order. Closed = order shipped in it's entirety. Could be entire order or a partial quantity. Partial = order is partially shipped. For example, 50 out of the total 100 items have been shipped. Open = order is outstanding, nothing has shipped yet. Other = status to be defined by client if necessary. Unknown = order status is not known. 4 Order Line Number: The order line number is a unique number Expeditors assigns to an order. It allows us to handle the same item that may be listed multiple times on a purchase order. 5 Delivery Location: Indicates the order's delivery location. Locations in the dropdown list will be customer/client-specific. 6 Vendor: Indicates the name of the vendor exp.o will search for. Input a valid Vendor name to further narrow your search. 7 Department: Can be codes or names that are derived from the electronic PO. You may input the correct code or name in this field to help further narrow your search. 8 Buyer: Can be codes or names that are derived from the electronic PO. You may input the correct code or name in this field to help further narrow your search. 9 Origin Port: Indicates the item's port of origin. It is best to use the Port Lookup option (client specific) when entering the Origin Port. 10 BL Destination Port: Indicates the destination port as displayed on the bill of lading. It is best to use the Port Lookup option when entering the BL Destination Port. 11 Reference Type: Indicates additional values that you want exp.o to use when searching for your order. 12 Reference Number: Indicates the reference number exp.o will search for. For example, SKU numbers could be input here. copyright holder. 167

Order Management Help Tracking Ordered Items By Date Range Order Management Help>Track Ordered Items-By Date Range If you don't have an item's ID, you can track all Items in a specified date range by performing a Track Ordered Items by Date Range Search. To track by date type and range: 1 Select a Date Type from the drop-down list. Your choices are: Requested Ex-Factory Requested Receipt at Origin Requested Ship Date Requested Delivery Date These d ates will have been filled by the electronic PO, otherwise they would not be available. 2 Ent er a Begin/End Date by either manually entering dates in the format mm/d d /yyyy or mm/dd/yy or by using the calendar pop-ups. 3 Click Search after entering the correct dates. copyright holder. 168

Order Management Help Track Delayed Items Tracking Delayed Items Overview Order Management Help > Tracking Delayed Items Overview Delayed items are defined as items that have been shipped outside the desired shipping window or have not yet shipped and the shipping window has passed. For example, if the shipping window was 1/1 to 1/7 and today is 1/10 and the items have not been shipped yet, then the items would be designated as 'delayed' in exp.o. The Track Delayed Items option displays the order lines of all delayed items. Figure 1. View of the Track Delayed Items screen with sample data in the fields. Input Field Descriptions 1 Date Type: Indicates type of date for exp.o to search for. 2 Begin/End Date: Indicates the time period for exp.o to search by. Use the calendar pop-up or enter dates manually in the format mm/dd/yyyy. 3 Origin Port: Indicates the item's port of origin. It is best to use the Port Lookup option (client specific) when entering the Origin Port. 4 Delivery Location: Indicates the order's delivery location. Locations in the dropdown list will be customer/client-specific. 5 Vendor: Indicates the name of the vendor exp.o will search for. Input a valid copyright holder. 169

Order Management Help Vendor name to further narrow your search. 6 Department: Can be codes or names that are derived from the electronic PO. You may input the correct code or name in this field to help further narrow your search. 7 Buyer: Can be codes or names that are derived from the electronic PO. You may input the correct code or name in this field to help further narrow your search. copyright holder. 170

Order Management Help Tracking Delayed Items Order Management Help > Tracking Delayed Items If you want to view a list of all your delayed items, perform a Track Delayed Items Search. To track all delayed items by Date Type and Range: 1 Select a Date Type from the drop-down list. Your choices are: Requested Ex-Factory Requested Receipt at Origin Requested Ship Date Requested Delivery Date These dates will have been filled by the electronic PO, otherwise they would not be available. 2 Enter a Begin/End Date by either manually entering dates in the format mm/dd/yyyy or mm/dd/yy or by using the calendar pop-ups. 3 Click Search after entering the correct dates. copyright holder. 171

Order Management Help Order Status Report Order Status Report Overview Order Management Help > Order Status Report Overview The Order Status Report option provides you with a status report of all Order Items in the date range you specify. The report will display a broader range of data as opposed to other more detailed Orders Searches. Once the results are displayed online, you can select the 'Export Data' icon from the upper right corner of the window to view the report in an Excel spreadshee t format. Note: T he Order Status reports can be fairly large due to the amount of data they return. Please be aware these reports can take several minutes to run, especially for users with slower internet connections. Figure 1. View of the Order Status Report screen with sample data in the fields. Input Field Descriptions 1 Date Type: Indicates type of date for exp.o to search for. copyright holder. 172

Order Management Help 2 Begin/End Date: Indicates the time period for exp.o to search by. Use the calendar pop-up or enter dates manually in the format mm/dd/yyyy. 3 Sort Preference: Indicates the order in which you want the columns to appear in the report, starting at the leftmost column. 4 Order Status: Indicates any of the selected order statuses: Cancelled = customer/client cancelled the order. Closed = order shipped in it's entirety. Could be entire order or a partial quantity. Partial = order is partially shipped. For example, 50 out of the total 100 items have been shipped. Open = order is outstanding, nothing has shipped yet. Other = status to be defined by client if necessary. Unknown = order status is not known. 5 Buyer: Can be codes or names that are derived from the electronic PO. You may input the correct code or name in this field to help further narrow your search. 6 Department: Can be codes or names that are derived from the electronic PO. You may input the correct code or name in this field to help further narrow your search. 7 Division: You may input a department here if your company sent the department information regarding this field on the original electronic PO. 8 Vendor: Indicates the name of the vendor exp.o will search for. Input a valid Vendor name to further narrow your search. 9 Order Number: Indicates the number exp.o will search for. Input a valid Order Number to further narrow your search. 10 Item ID: Indicates the item number exp.o will search for. The item number will have been sent to Expeditors via EDI transmission. copyright holder. 173

Order Management Help Creating An Order Status Report Order Management Help > Creating an Order Status Report If you want to view an online report displaying a broader range of data for the status of your orders, create an Order Status Report. To create an Order Status Report: 1 Select a Date Type from the drop-down list. Your choices are: Requested Ex-Factory Requested Receipt at Origin Requested Ship Date Requested Delivery Date These dates will have been filled by the electronic PO, otherwise they would not be available. 2 Enter a Begin/End Date by either manually entering dates in the format mm/dd/yyyy or mm/dd/yy or by using the calendar pop-ups. 3 Select the desired Sort Preference from the options provided. 4 Click Search. copyright holder. 174

Order Management Help Vendor Performance Summary Vendor Performance- Summary Overview Order Management Help > Vendor Performance-Summary Overview The Vendor Performance Reports are useful for obtaining information that illustrates how your vendors have performed in meeting your requirements. The Summary Report in particular shows the overall compliance of the vendor's ability to meet your required dates. For example, you can use the report to display the following: how a vendor performed in the execution of a purchase order how many times the vendor delivered your freight early, on-time, or late Such information can help you correct problems in your supply chain. Note: The Vendor Performance Summary reports can be fairly large due to the amount of data they return. Please be aware these reports can take several minutes to run, especially for users with slower Internet connections. Figure 1. View of the Vendor Performance Summary screen with sample data in the fields. Input Field Descriptions 1 Date Type: Indicates type of date for exp.o to search for. 2 Begin/End Date: Indicates the time period for exp.o to search by. Use the calendar pop-up or enter dates manually in the format mm/dd/yyyy or copyright holder. 175

Order Management Help mm/dd/yy. 3 Sort Preference: Indicates whether you want Origin in column one or column two of the results. 4 Vendor: Indicates the name of the vendor exp.o will search for. Input a valid Vendor name to further narrow your search. 5 Origin Port: Indicates the vendor's port of origin. It is best to use the Port Lookup option (client specific) when entering the Origin Port. copyright holder. 176

Order Management Help Creating a Vendor Performance- Summary Report Order Management Help > Creating a Vendor Performance- Summary Report If you want to measure how well your vendors are delivering your goods, create a Vendor Performance Summary report. To create a Vendor Performance Summary Report: 1 Select a Date Type from the drop-down list. Your choices are: Requested Ex-Factory Requested Receipt at Origin Requested Ship Date Requested Delivery Date These dates will have been filled by the electronic PO, otherwise they would not be available 2 Enter a Begin/End Date by either manually entering dates in the format mm/dd/yyyy or mm/dd/yy or by using the calendar pop-ups. 3 Select the desired Sort Preference from the options provided. 4 Click Search. copyright holder. 177

Order Management Help About the 'Average Weighted Days' Column Order Management Help>About the 'Average Weighted Days' Column The Average Weighted Days Column is visible in the results of a Vendor Performance Summary Report. The numbers in the Average Weighted Days Column are created from the following equation: (Sum of Qty Non-Compliant * Days Early or Late) / Total Items Ordered How to Calculate the Average Weighted Days Your Vendor Performance Summary will show data similar to the following: Figure 1. View of the Average Weighted Days column. To find the Sum of 'Qty Non-Compliant' and 'Days Early/Late', you will have to select the row to drill down to its details. After doing so, you will need to extract the data to Excel and calculate the sum of the 'Qty Non-Compliant' and 'Days Early/Late' columns. Note: By extracting the data to Excel, you can use Excel to perform the calculations for you. In the image below, Excel is multiplying the 'Qty Non-Compliant' and 'Days Early/Late' columns. Figure 2. View of the data extracted to Excel. Notice the two columns being multiplied. Now that you have the value for (Sum of Qty Non-Compliant * Days Early/Late), you can complete the equation: copyright holder. 178

Order Management Help 1392/241 = 5.78 copyright holder. 179

Order Management Help Vendor Performance Detail Vendor Performance- Detail Overview Order Management Help>Vendor Performance Detail Overview The Vendor Performance Reports are useful for obtaining information that illustrates how your vendors have performed in meeting your requirements. The Detail Report in particular is useful for obtaining the level of compliance for a vendor by tracking order and line item fulfillment. The main difference between the Detail and Summary Reports is that the Detail Report provides greater detail by displaying the vendor's performance item by item. Additionally, the Detail Reports tend to be longer than the Summary Reports. Note: The Vendor Performance DetailRreports can be fairly large due to the am ount of data the return. Please be aware that these reports can take several minutes to run, especially for users with slower internet connections. Figure 1. View of the Vendor Performance Detail screen with sample data in the fields. Input Field Descriptions 1 Date Type: Indicates type of date for exp.o to search for. 2 Begin/End Date: Indicates the time period for exp.o to search by. Use the calendar pop-up or enter dates manually in the format mm/dd/yyyy or mm/dd/yy. 3 Sort Preference: Indicates the order in which the columns Origin, Vendor, and Order # will appear on the report. copyright holder. 180

Order Management Help 4 Vendor: Indicates the name of the vendor exp.o will search for. Input a valid Vendor name to further narrow your search. 5 Origin Port: Indicates the vendor's port of origin. It is best to use the Port Lookup option (client specific) when entering the Origin Port.. copyright holder. 181

Order Management Help Creating a Vendor Performance- Detailed Report Order Management Help>Creating a Vendor Performance Detailed Report If you want to view a detailed report displaying the level of compliance for a vendor by tracking order and line item fulfillment, create a Vendor Performance Detailed Report. To create a Vendor Performance Summary Report: 1 Select a Date Type from the drop-down list. Your choices are: Requested Ex-Factory Requested Receipt at Origin Requested Ship Date Requested Delivery Date These dates will have been filled by the electronic PO, otherwise they would not be available. 2 Enter a Begin/End Date by either manually entering dates in the format mm/dd/yyyy or mm/dd/yy or by using the calendar pop-ups. 3 Select the desired Sort Preference from the options provided. 4 Click Search. copyright holder. 182

Order Management Help Shipped Items copyright holder. 183

Order Management Help Shipped Order/Item Search Shipped Order/Item Search Overview Order Management Help > Shipped Order/Item Search Overview The Shipped Order Item Search allows you to track the progress of your shipped orders/ items - including orders/items that have moved and those that are moving. Search results will only display information on orders/items that have been booked or received at origin. Figure 1. View of the Shipped Order Item Search screen with sample data in the fields. Input Field Descriptions 1 Order Number(s): Indicates the number(s) exp.o will search for. Click Multi to add multiple Order Numbers. 2 Item Id(s) : Indicates the item number exp.o will search for. The item number will have derived from the electronic PO. 3 Reference Type: Indicates additional values that you want exp.o to use when searching. Expand the drop-down list to select an available type. 4 Reference Number: Indicates the reference number exp.o will search for. For copyright holder. 184

Order Management Help example, SKU numbers could be input here.. 5 Date Type: Indicates type of date for exp.o to search for. Expand the drop-down list to select an available type.. 6 Begin/End Da te: Indicates the time period for exp.o to search by. Use the calendar pop-up or enter dates manually in the format mm/dd/yyyy or mm/dd/yy 7 Shipment Status: Indicates the different types of events. Expand the drop-down list to select an available status. 8 Delivery Location: Indicates the order's delivery location. Locations in the dropdown list will be customer/client-specific. 9 Buyer: Can be codes or names that are derived from the electronic PO. You may input the correct code or name in this field to help further narrow your search. 10 Origin Port: Indicates the order's port of origin. It is best to use the Port Lookup option (client specific) when entering the Origin Port. 11 BL Destination Port: Indicates the destination port as displayed on the bill of lading. It is best to use the Port Lookup option when entering the BL Destination Port. copyright holder. 185

Order Management Help Creating a Shipped Order/Items Search Order Management Help > Creating a Shipped Order/Item Search If you want to track the progress of your shipped items, create a Shipped Order/Item search. To create a Shipped Order/Items Search: 1 Input data in at least one of the following options for exp.o to search by: Order Number(s) Item ID(s) Reference Number/Reference Type Date Type/Range 2 Additionally, if performing a Date Type/Range search, you also need to supply data in at least one of the following fields: Shipment Status Delivery Location Buyer Origin Destination 3 Click Search. copyright holder. 186

Order Management Help Items Received, Not Shipped Items Received, Not Shipped Overview Order Management Help > Items Received, Not Shipped Overview The Items Received, Not Shipped Search option will display what items are still at the origin port. You can either specify an origin port or leave the field blank to receive results displaying all items at all your associated origin ports (origin ports are customer/client specific). Figure 1. View of the Items Received, Not Shipped screen with sample data in the fields. Input Field Descriptions 1 Sort Preference: Indicates the order in which the specified columns will appear in the results, starting from the leftmost column. 2 Origin Port: Indicates the origin port exp.o will search by. It is best to use the Port Lookup option ( client specific) when entering the Origin Port. 3 Buyer: Can be codes or names that are derived from the electronic PO. You may input the correct code or name in this field to help further narrow your search. 4 Department: Can be codes or names that are derived from the electronic PO. You may input the correct code or name in this field to help further narrow your search. copyright holder. 187

Order Management Help 5 Division: You may input a department here if your company sent the department information regarding this field on the original electronic PO. 6 Order Number: Indicates the order number exp.o will search for. Input a valid Order Number to further narrow your search. 7 Item ID: Indicates the item number exp.o will search for. The item number will have derived from the electronic PO. copyright holder. 188

Order Management Help Creating an Items Received, Not Shipped Search Order Management Help > Creating an Items Received, Not Shipped Search If you want to see which of your items have not shipped yet and are still at the origin port, create an Items Received, Not Shipped Search. To create an Items Received, Not Shipped Search: 1 From the Items Received, Not Shipped page, you can perform a search without submitting any data. However, you can further refine your search results by submitting data in any of the following fields: Origin Port Buyer Department Division Order Number Item ID 2 Click Search. copyright holder. 189

Order Management Help Items in Transit Items In Transit Overview Order Management Help > Items in Transit Overview Items In Transit are defined as any items that have been confirmed on board a vessel or on an airplane and have not been flagged as "arrived" or "delivered" at destination yet. Therefore, the Items In Transit search will display all of your items with a status of in transit. Figure 1. View of the Items In Transit screen with sample data in the fields. Input Field Descriptions 1 Sort Preference: Indicates the order in which the specified columns will appear in the results, starting from the leftmost column. 2 Buyer: Can be codes or names that are derived from the electronic PO. You may input the correct name in this field to help further narrow your search. 3 Department: Can be codes or names that are derived from the electronic PO. You may input the correct code or name in this field to help further narrow your search. 4 D ivision: You may input a valid division here if your company sent the division copyright holder. 190

Order Management Help information regarding this field on the original electronic PO. 5 Arrival Port: Indicates the arrival port as stated on the Bill of Lading. It is best to use the Port Lookup option when entering the Arrival Port. 6 Destination Port: Indicates the destination port as stated on the Bill of Lading. It is best to use the Port Lookup option when entering the Destination Port. 7 Order Number: Indicates the order number exp.o will search for. Input a valid Order Number to further narrow your search. 8 Item ID: Indicates the item number exp.o will search for. The item number will have derived from the electronic PO. copyright holder. 191

Order Management Help Searching Items In Transit Order Management Help > Searching Items in Transit If you want to see all your items in transit, perform an Items In Transit Search. To perform an Items in Transit search: 1 From the Items In Transit page, you can perform a search without submitting any data. However, you can further refine your search results by submitting data in any of the following fields: Buyer Department Division Arrival Port Destination Port Order Number Item ID 2 Click Search. copyright holder. 192

Order Management Help Shipped Item Summary Shipped Item Summary Overview Order Management Help > Shipped Item Summary Overview The Shipped Item Summary displays the total quantity shipped for a specific Item Id. Results will include information such as the Item Description, the Quantity in Transit, and the quantity received. Figure 1. View of the Shipped Item Summary Input Field Descriptions screen with sample data in the fields. 1 It em Id(s) : Indicates the item number exp.o will search for. The item number will have derived from the electronic PO. Click Multi to enter multiple Item Ids. copyright holder. 193

Order Management Help Searching Shipped Item Summaries Order Management Help > Searching Shipped Item Summaries If you want to view general information about an Item, perform a Shipped Item Summary Search. To perform a Shipped Item Summary search: 1 Enter the Item Id. Click Multi to enter multiple Item Ids. 2 Click Search. copyright holder. 194

Order Management Help Order/Item Arrival Schedule Order/Item Arrival Schedule Overview Order Management Help > Order/Item Arrival Schedule Overview The Order/Item Arrival Schedule displays the orders and items that will be arriving over the next 4 weeks from the dat e that the report was run. Note: A PO/item must be on a shipment where an ETA date has been entered in order to appear on this report. This report does not pull PO/items based on Requested Arrival or Delivery Dates. F igure 1. View of the Order/Item Arrival Schedule screen with sample data in the fields. Input Field Descriptions 1 Orde r Number(s) : Indic ates the number(s) exp.o will search for. 2 Item Id(s) : Indicates the item number exp.o will search for. The item number will have derived from the ele ctronic PO. Click Multi to enter multiple Item Ids. 3 Arrival Port: Indicates the arrival port as stated on the Bill of Lading. It is best to use the Port Lookup option when entering the Arrival Port. 4 BL Dest Port: Indicates the destination port as stated on the bill of lading. It is best to use the Port Lookup option when entering the BL Destination Port. copyright holder. 195

Order Management Help copyright holder. 196

Order Management Help Searching Order/Item Arrival Schedules Order Management Help > Searching Order/Item Arrival Schedules If you want to view the arrival status of a particular Order Item, Arrival Port, or Destination Port, perform an Order/Item Arrival Schedule Search. To perform an Order/Item Arrival Schedule Search: 1 Input data in at least one of the following fields: Order Number Item Id Arrival Port BL Dest Port 2 Click Search. copyright holder. 197

Order Management Help Containers copyright holder. 198

Order Management Help Container Search Container Search Overview Order Management Help > Container Search Overview The Container Search option displays such information as the number of containers arriving on a specified date and what items are inside a specific container. Figure 1. View of the Container Search screen with sample data in the fields. Input Field Descriptions 1 Reference Type: Indicates the type of number being provided in the Reference Number field. Expand the drop-down list to select an available type. 2 Reference Number: Indicates the number exp.o will search for. 3 Date Type: Indicates type of date for exp.o to search for. Expand the drop-down list to select an available type. 4 Begin/End Date: Indicates the time period for exp.o to search by. Use the calendar pop-up or enter dates manually in the format mm/dd/yyyy.. 5 Origin Port: Indicates the port of origin for exp.o to search by. It is best to use the Port Lookup option (client specific) when entering the Origin Port. copyright holder. 199

Order Management Help 6 Arrival Port: Indicates the arrival port as stated on the Bill of Lading. It is best to use the Port Lookup option when entering the Arrival Port. 7 Destination Port: Indicates the destination port as stated on the Bill of Lading. It is best to use the Port Lookup option when entering the Destination Port. 8 Reference: Can be codes or names that are derived from the electronic PO. You may input the correct code or name in this field to help further narrow your search. 9 Vendor: Indicates the name of the vendor exp.o will search for. Can be codes or names that are derived from the electronic PO. You may input the correct name in this field to help further narrow your search. 10 Order Line Number: Indicates the Order Line Number for exp.o to search by. Inpu t a valid Order Line Number to further narrow your search. 11 Item Id: Indicates the Item Id for exp.o to search by. Input a valid Item Id to further narrow your search. The item number will have derived from the electronic PO. copyright holder. 200

Order Management Help Searching Containers Order Management Help > Searching Containers If you want to know such information as the status of a container or the number of containers arriving at a specified port, perform a Container Search. To perform a Container search: 1 Input data in at least one of the following fields: Reference Type and Number Date Type/Range 2 Click Search. copyright holder. 201

Order Management Help Container Loadability Container Loadability Overview Order Management Help > Container Loadability Overview The Container Loadability Search option provides you with the details about the average amount of space being used in the containers you're shipping. A higher percentage (closer to 100%) indicates all of the space available inside the containers is being used, where as a lower percentage indicates valuable space is not being used. copyright holder. 202

Order Management Help Figure 1. View of the Container Loadability screen with sample data in the fields. Input Field Descriptions 1 Group Containers By: Allows you to group containers by Origin or Vendor. Grouping by Vendor (only available to OM clients) displays the vendors in alphabetical order within each container size. Default grouping is by Origin. 2 Container Number: Indicates the container number for exp.o to search by. copyright holder. 203

Order Management Help 3 Date Type: Indicates type of date for exp.o to search for. Expand the drop-down list to select an available type. 4 Begin/End Date: Indicates the time period for exp.o to search by. Use the calendar pop-up or enter dates manually in the format mm/dd/yyyy. 5 Move Type: Indicates the container move type for exp.o to search by. Expand the drop-down list to select an available type. 6 Vendor: Indicates the name of the vendor exp.o will search for. Can be codes or names that are derived from the electronic PO. You may input the correct name in this field to help further narrow your search. 7 Origin Port: Indicates the port of origin. It is best to use the Port Lookup option (client specific) when entering the Origin Port. 8 Arrival Port: Indicates the arrival port for exp.o to search by. It is best to use the Port Lookup option when entering the Arrival Port. 9 BL Destination Port: Indicates the destination port as displayed on the bill of lading. It is best to use the Port Lookup option when entering the BL Destination Port. 10 Delivery Location: Can be codes or names that are derived from the electronic PO. You may input the correct code or name (client specific) in this field to help further narrow your search. 11 Container Standards: Allows you to configure the standard container volumes, which will be used to calculate how well the container performed against your standard volume indicated. Enter specific standard volumes or use the default volumes provided. copyright holder. 204

Order Management Help Container Loadability Order Management Help > Container Loadability If you would like to see how well your vendors are loading your containers, perform a Container Loadability Search. To perform a Container search: 1 Input data in at least one of the following fields: Container Number Date Type/Range Move Type 2 Configure the standard container volumes as necessary. These will be used to calculate how well the container performed against your standard volume indicated. Enter specific standard volumes or use the default volumes provided. 3 Click Search. copyright holder. 205

Order Management Help Printing Container Manifests Order Management Help > Printing Container Manifests The Container Manifest Report allows you to generate a single report containing all or any number of selected container manifests. Once the report is generated, you can print the contents of multiple container manifests. The benefit of the Container Manifest Report is that it allows you to print multiple container manifests at once, instead of having to print each manifest individually. To print a Container Manifest Report: 1 Perform a Container Search by clicking Orders > Containers > Container Search from the left hand navigation bar. Figure 1. View of the Container Search link. 2 Input data in at least one of the following fields: Reference Type and Number Date Type/Range 3 Click Search. 4 On your search results page, click the Create Manifest Report icon from the upper-right corner of the window. Figure 2. View of the Create Manifest Report icon. 5 From the Create Manifest Report screen, select the desired container manifests from the list available, and then click Submit. Figure 3. View of the Container Manifest page. copyright holder. 206

Order Management Help 6 After a moment, exp.o will display your Container Manifest Report. From here, you can create a printable page by clicking the Create a Printable Page icon from the upperright corner of the window. Figure 4. View of the Create Printable Page icon. 7 A printer friendly page appears with only the container manifest information visible. Figure 5. View of the Portrait and Landscape print previews. copyright holder. 207

Order Management Help Caution: Before printing the page, select File > Print Preview to make sure all the information is visible. If it appears like some of the information will be cut off, then close the Print Preview and select File > Page Setup and change the page orientation to print in Landscape mode. ) copyright holder. 208

Order Management Help Order Management Business Definitions Order Management Hel p > Business Definitions To view the glossary terms for exp.o Order Management, please click on one of the letters in Table 1. To find a specific word, press CTRL+F on your keyboard, type the word you would like to find. A B C D E F G H I J K L M N O P Q R S T U V W X Y Z Table 1 A Adjustment An adjustment to an Order Line's Extended Amount or to the sum of these amounts, commonly expressed as a monetary amount, but sometimes also expressed as a quantity, i.e., in the case of goods in kind. Common examples are Charges, Allowances and Customs Adjustments. Airplane A type of conveyance that travels in the air. Analyst A role tasked with assessing current practices. Auditor A role tasked with ensuring that the order data generated by the issuer matches that recorded in Expeditor's system. B Bill of Lading A document describing goods laden on a conveyance or otherwise received for transport between origin and destination, and the associated terms and conditions. A type of purchase order representing a commitment to copyright holder. 209

Order Management Help purchase specified items over an extended period of time. Buyer A role tasked with placing and managing purchase orders. C Classifier Color Size Run Level Container Manifest Line Color Size Run Line Container Manifest Container Manifest Line A role tasked with classifying items according to the Harmonized Tariff Schedule. A type of container manifest line describing shipment order color size run lines or parts thereof associated with a container. A line describing a collection of ordered items having a common Item ID, color and size. A document describing a container and its contents. A line describing a collection of things contained in a transportation container. Container Position A defined area within a Transportation Container. Conveyance A means of transporting goods. Customer Service Representative A role tasked with handling and resolving customer inquiries. D Delivery Instructions Directions as to by when and to where ordered items must be delivered. May apply to an entire order or to a designated quantity of a specified item. copyright holder. 210

Order Management Help E e.tms Expeditor An internal Expeditors system managing shipments. for processing and A role tasked with expediting shipments that have become urgent. F Flight A type of trip made in conjunction with airplanes. Freight Fulfillment Instructions A collection of goods to be conveyed between one point to another. Directions as to by when ordered items must be fulfilled and/or shipped. May apply to an entire order or to a designated quantity of a specified item. G Goods A collection of one or more items. H N/A copyright holder. 211

Order Management Help I Import Coordinator Item A role tasked with coordinating the importation of shipments. An object, physical in character and distinct in identity. May both be comprised of and/or a component of other Items. Within the context of commerce, it is the article that is traded or sold. J N/A K N/A L Line A horizontal row of written or printed characters. M N/A copyright holder. 212

Order Management Help N N/A O Order A description of items being bought or sold, and the associated conditions under which the transaction takes place. Order Issuee The party to whom an order is issued. Order Issuer The party that issues an order. Order Level Container Manifest Line Order Line Order Line Level Container Manifest Line A type of container manifest line describing shipment orders associated with a container. A line describing a collection of ordered items having at a minimum the following in common: Item ID, Item Description and Unit Price. Additional factors that may or may not be relevant depending on the issuer include color/size, fulfillment instructions and delivery instructions. A type of container manifest line describing shipment order lines or parts thereof associated with a container. P Package A non-durable container, pallet or other instrument used to facilitate the transportation of Items or inner Packing Units. Examples include pallets, crates, cartons and slipsheets. copyright holder. 213

Order Management Help Packing Instructions Packing List Packing List Line Directions as to how to package the ordered items. This extends to the type and size of packaging, the marking of the packages, and the quantity of item per package. A type of document describing packages associated with a given shipment in terms of their marks and numbers, physical dimensions and weights, and contained items. A line describing a collection of packages having common physical characteristics and containing a common assortment of interchangeable items. Party A person or group participating in an action or affair. Pipeline A type of conveyance for transporting liquids, gases, or finely divided solids characterized by a fixed installation of pipes with pumps, valves and control devices. Prepack A defined color/size assortment involving a given Item ID. type of order issued by a buyer to a seller that constitutes an offer to purchase specific items under designated terms. Upon acceptance by the seller, a Purchase Order purchase order becomes a contract between buyer and seller wherein the buyer is obligated to purchase and the seller is obligated to provide the specified items according to the purchase order's terms. Q N/A R Railcar Receipt A type of transportation container used in conjunction with a train. A document acknowledging receipt of a specified shipment. copyright holder. 214

Order Management Help Release A type of purchase order directing the shipment of specified items covered by a blanket order. S Sales Order A type of order issued by a seller describing items being sold to a designated party. A collection of freight as arranged for transport between Shipment two specified locations available at the same time and requiring a common level of service. Shipment Color Size Run Line Shipment Level Container Manifest Line Shipment Line Shipment Line Level Container Manifest Line Shipment Order Shipment Order Line Shipment Package Line Sub-Item Line Sub-Item Line Sub-Item Line Sub-Item Line Level Container Manifest Line A line describing the portion of a color size run line fulfilled by a given shipment. A type of container manifest line describing shipments associated with a container. A line describing a collection of freight having a common shipping commodity description and rate. A type of container manifest line describing shipment lines associated with a container. The portion of an order that is conveyed by a given shipment. A line describing the portion of an order line fulfilled by a given shipment. A line describing a collection of packages having a common package type, size, weight and set of contents. A line describing the portion of a sub-item line fulfilled by a given shipment. A standard sized transportation container used in the logistics industry that facilitates intermodal transportation. A line describing a collection of sub-items having a common parent item, Item ID, and Item Description. A type of container manifest line describing shipment order sub-item lines or parts thereof associated with a container. copyright holder. 215

Order Management Help T Traffic Manager Trailer Transportation Container Transportation Planner A role tasked with managing the planning and arrangement of shipments. A type of transportation container used for transporting freight over the road. Train A type of conveyance that travels over rail roads. A device for holding freight while it is being transferred between locations. A role tasked with planning and arranging the optimal transportation of goods in a cost effective manner consistent with a shipment's delivery requirements. Trip A journey between two or more locations. Truck A type of conveyance that travels over roads. U Unit Load Device A type of transportation container used in conjunction with an airplane. V Vessel A type of conveyance that travels on water. Voyage A type of trip made in conjunction with vessels. copyright holder. 216

Order Management Help W Warehouse Manager Warehouse Shipping Order A role tasked with managing the receipt, storage and shipment of goods. A type of order placed by a warehouse depositor to a warehouse to ship specified items to a designated party by a specified date. X N/A Y N/A Z N/A copyright holder. 217

Transportation Help Welcome To Transportation Help Transportation Help > Welcome to Transportation Help The Transportation section of exp.o Help attempts to answer any questions you may have about the following: Shipment tracking - General, Advanced, and Multiple Status reports Truck shipments What's in Transportation Help? You will find the following types of information within the Transportation section: Overviews of each search page Field descriptions Procedures on how to perform specific searches Descriptions of the results you receive from a search Other Options in Transportation Help Check out the FAQs page to see if your question has already been answered. Remember, you can use the Search and Index tabs to help you find a specific keyword or topic. copyright holder. 218

Transportation Help General Shipment Tracking General Shipment Tracking Overview Transportation Help > General Shipment Tracking Overview All exp.o users have the ability to perform a General Shipment Search. Additionally, you can use any shipping related reference number or customer related reference number for searching. Table 1 below displays the fields that are identified by exp.o as reference numbers. Reference Type Example Container Number ABCD1234567 Customs Entry Number 231-1234567-8 Commercial Invoice Number 1234 Purchase Order Number 1234567 Part/SKU Number sku123, 12344, 123-456 Department Code 0003, client specific Item Number client specific, alpha/numeric Table 1. Reference number types available for general searching. copyright holder. 219

Transportation Help Status Designations Transportation Help > Status Designations There are six status designations that Expeditors uses to describe the location of your shipment in the shipping cycle - see the table below for details. Status 1. Not On Hand 2. On Hand 3. In Transit 4. Arrived, Not Released Definition The Origin office has been informed of the shipment, but has not received the freight. Your freight has arrived at the origin and is pending shipment. Your freight is moving from the origin to the destination. The shipment has arrived at the destination office, but has not cleared Customs. 5. Released By Customs Customs has released your freight. Expeditors has delivered the freight to the 6. Delivered consignee. Table 1. Status Designations. copyright holder. 220

Transportation Help Enhanced Shipment Status Descriptions exp.o uses status descripti ons to describe the location of your shipment in the shipping cycle. The wording for each shipment status has been improved to provide you with greater detail. For example, a shipment t hat used to have a status of 'In Transit' may now be 'In Transit, Docs Received at Destination.' The table below lists each previous status description with its possible replacements. Old Status Description New Status Description Not Onhand Booked Not Onhand Documents Received Onhand Pending AES Declaration Onhand Freight Received Onhand Freight & Docs Received Pending Export Ready for Transport In Transit In Transit In Transit In Transit, Docs Received at Destination In Transit Cleared for Import, not Arrived Arrived, not Released Arrived Port of Entry, not Cleared for Import Arrived, not Released Arrived, Docs not Received at Destination Arrived, not Released Arrived, not Cleared for Import Released Notified for Pickup Released Arrived & Cleared, Pending Release by Carrier Released Ready for Delivery Pending Delivery Out for Delivery Delivered Services Completed: Confirmed on Board Delivered Services Completed: Arrived at Destination Delivered Services Completed: Documents Turned Over Delivered Services Completed: Trucker Notified Delivered Services Completed: Delivered Delivered Services Completed: Customs Cleared Delivered Services Completed: Picked Up Delivered Services Completed: AES Declaration Accepted Table 1. Comparison of old and new status descriptions. copyright holder. 221

Transportation Help General Shipment Searches Transportation Help > General Shipment Searches exp.o allows you to track a shipment by using nearly any type of reference number. For example, you can track a shipment by it's Air Waybill Number, House Bill Number, or Ocean Container Number. You can begin tracking your shipment from the exp.o Home page or from the Shipments section. To track a shipment: 1 On the exp.o Home page, enter your reference number in the Reference Number field and then click Search. View Figure 1. Tracking a shipment from the exp.o Home page. 2 While the system searches for your reference number, you can do any of the following: 1. Wait until the system completes the search and displays your results. 2. Click Continue to tend to other tasks in exp.o while this report is processing. This is a good option if your search is going to take a while. 3. Click Cancel Report if you no longer wish to continue. View Figure 2. Example of exp.o processing your request. copyright holder. 222

Transportation Help 3 Once your search has finished processing, exp.o will display the results. At this point, you can view the data, print, extract, and save. If the reference number you submitted returned multiple results, you will see a list of results available for you to view. If the reference number returned only one result, exp.o will display the data for that individual result. View Figure 3. Example of a search with multiple results. copyright holder. 223

Transportation Help View Figure 4. Example of a search with one result. copyright holder. 224

Transportation Help Advanced Shipment Searches Transportation Help > Advanced Shipment Searches The Advanced Shipment Search option allows you to perform a search without a Reference number. The only information you need to provide is the date type and date range. To Use the Advanced Shipment Search Option: 1 From the exp.o Home page, click Advanced in the Shipment Search section. View Figure 1. The Advanced search link. 2 Select a Date Type from the drop-down list. View Figure 2. The Date Type drop-down list. Note: The Date Type and Date Range fields are the only required fields to perform an Advanced Shipment Search. 3 Enter the Date Range you want exp.o to search by. View Figure 3. The Date options: Single, Absolute, and Relative. copyright holder. 225

Transportation Help You have three date options: 1. Single Date: Enter a single date for exp.o to search for. You may enter the date manually or by using the calendar pop-up. 2. Absolute Date Range: Enter absolute 'From' and 'To' dates for exp.o to search by. Again, you may enter the dates manually or by using the calendar pop-up. 3. Relative Date Range: Relative date ranges are recommended when creating templates that you plan on either scheduling or running at a later date. Input the ' From' and 'To' dates by selecting values in the drop-down lists. 4 If necessary, you may further filter your search by checking Modes of Transportation or by providing an Origin/Destination port code. copyright holder. 226

Transportation Help Multiple Shipment Searches Transportation Help > Multiple Shipment Searches The Multiple Shipment Search option allows you search by up to 10 different Reference Type values. When using this method of searching, you must specify what type of Reference Values you are entering (SKU Number, Purchase Order...). To use the Multiple Shipment Search option: 1 From the exp.o Home page, click Multiple in the Shipment Search section. View Figure 1. The Multiple shipment link. 2 Select a Reference Type from the drop-down list. View Figure 2. The Reference Type drop-down list. 3 Click Multi to open the window for entering multiple Reference Values, and then input the desired values. View Figure 3. The Multi pop-up. copyright holder. 227

Transportation Help Note: You can also type the Reference Value directly in the Refrence(s) field and separate them with a comma. This method may be quicker than opening the pop-up window. 4 Click OK to close the Multi pop-up window, and then click Search. copyright holder. 228

Transportation Help Understanding Shipment Results Transportation Help > Understanding Shipment Results exp.o displays each category of shipment re sults in a tab. This allows you to quickly see the data you're interested in. Events The Shipment Events section organizes key shipment events by the locations in which they occur. After you click events, all locations where the events occurred are displayed. To view event details, click on one of the locations. Most recent events are located at the top of the list. Each event has a date, description, and comments field. The Comments field is not required and may be blank. References The Shipment References section displays all reference types and numbers associated with a specific shipment. Some shipments may have more reference types than others. You can click columns that turn light blue when you roll over them with the mouse pointer. If, for example, you click the Container Reference Number, exp.o will search for related information on that specific container number. copyright holder. 229

Transportation Help Orders Once you are viewing your shipment, you can view every order and item associated with each order. exp.o will display the order number, each item, the quantity, and unit of measure. Container Details Once you are viewing your shipment, you can access information regarding the container holding your items. You may click a container number to view additional information about shipments related to the container. Client Details Once you are on the Tracking Page you can view details about the client. The Client Details section allows you to access information about the clients associated with the currently selected shipment. Click on the client's name to view their address information. Entry Details Once you are viewing your shipment, you can access any entry details associated with it. The Entry Details section displays information about Customs Declarations that have been filed against the shipment. The information is displayed in a hierarchical fashion: the header level of the entry is displayed at the top level, and if you drill into the header, you can view the copyright holder. 230

Transportation Help tariff, duty, tax and fee information, and in some cases drill further down to view the invoice an d item information that comprise each tariff line. Images Some shipments and reports will have images available for you to view. These images are scanned shipment documents from edoc. edoc is Expeditors' document imaging system that allows users to scan and distribute digital versions of shipment-related documents. If no images are available for your shipment or report, then the Images tab will be unavailable/grayed out. copyright holder. 231

Transportation Help Status Reports Status Reports Overview Transportation Help > Status Reports Overview exp.o allows you to run a Status Report on At Origin, In Transit, and At Destination shipments. Please read below to review some general information about running status reports in exp.o. Where are the Status Reports located? Status reports are located within the Transportation section of exp.o. To run a Status Report: 1. Select Transportation from the left navigation bar 2. Select Status Repo rts from the main exp.o window 3. Select the type of status report to run, and then click Search. What to remember before running a status report... Please remember that running a Status Repor t can take quite some time since most status reports display a large amount of data. In some cases, the report can be so large that the data cannot be sent over the Internet. If this o ccurs, please con tact exp.o support so they can make the proper arrangements for you to view the requested information. What can you do with results from a status report? With the data you receive from running a Status Report, you can do any of the following: 1. Sort each column to view results in various orders. 2. View details about a specific order by clicking its row. 3. Export that data to a Microsoft Excel * spreadsheet for various uses. 4. Save the report to your My Reports folder if you need to access it at a later date. *Microsoft Excel is a registered trademark of the Microsoft Corporation. copyright holder. 232

Transportation Help At Origin Status Reports Transportation Help > At Origin The At Origin Status Report lists all of your shipments being prepared for transit. Each shipment is described by the following: a reference number the time it was received at the origin its estimated time of departure the name of the associated shipper, vendor, or consignee Figure 1. Example of an 'At Origin' status report. copyright holder. 233

Transportation Help In Transit Status Reports Transportation Help > In Transit The In Transit Status Report lists all of your sh ipments currently in transit to a final destination. Each shipment is described by the following: a reference number its origin and destination the date it was confirmed on board its estimated date & time of arrival the name of the associated shipper, v endor, or consignee. Figure 1. Example of an 'In Transit' status report. copyright holder. 234

Transportation Help At Destination Status Reports Transportation Help > At Destination The At Destination Status Report lists all of your shipments that have arrived at an Expeditors Destination office. Each shipment is described by the following: Reference number of your choice Origin and destination Date & time it arrived at an Expeditors destination office Date & time it cleared Customs Date & time it was delivered Name of the associated consignee, shipper, or vendor Figure 1. Example of an 'At Destination' status report. copyright holder. 235

Printing the Help Page Outline View and Download Print Save Print-friendly versions of exp.o Help are available. If you have the Adobe Acrobat Reader * installed on your computer, you can view, download, save, and print the entire Help in the Portable Document Format ( PDF) file format. View and Download Below you will find links to the individual PDF documents for exp.o Help. Depending on your Internet connection speed, the files may take some time to download. Click on the following links to view and download the print-friendly PDFs. exp.o Help (all topics) - 4 MB exp.o General Help 2 MB (all topics except for Customs, Dist., OM, and Trans.) exp.o Transportation Help - 0.4 MB exp.o Order Management Help - 0.6 MB exp.o Distribution Help - 0.8 MB exp.o Customs Declarations Help - 0.2 MB Print To print the PDF: 1 Click the Print icon on the Acrobat Reader. 2 Configure the print settings. copyright holder. 236

exp.o Printer Friendly Help 3 Click Print. Save To save the PDF: 1 Click the Save a Copy icon on the Acrobat Reader. 2 In the Save a Copy dialog, select a location and name for the PDF. 3 Click Save. *Adobe, Acrobat, and Acrobat Reader are the registered trademarks of Adobe Systems Incorporated. copyright holder. 237

Frequently Asked Questions (FAQs) The following FAQs answer some common questions you may have regarding exp.o. Click a question to expand the answer. If you can't find an answer to your question, please consider contact ing exp.o support. Page Outline General Shipment (e.doc) Images Browser Related Creating/Saving/Scheduling Transportation Customs Declarations Couldn't find an answer? General Q: How do I update my Personal Information/User Profile? A: Go to the Update User Profiles topic. A: The answer to your question is shown in plain text. Q: How do I change my password? A: Go to the Updating User Profile page. Q: Why didn't exp.o find results for the reference number I entered? A: Please review the following options: 1. To view shipment information in exp.o, your company needs to be either the Shipper, Consignee, or RevenueClient for the shipment. If your company is none of these three entities, you may use the Guest Feature on the login page for basic shipment information. Please contact exp.o Support by phone or e- mail for further details. 2. Check the table below to be sure the reference number is being entered in the correct format. Your particular reference number may require a hyphen "-" for example. Reference Type Container Number ABCD1234567 Example Customs Entry Number 231-1234567-8 Commercial Invoice Number 1234 Purchase Order Number 1234567 Part/SKU Number sku123, 12344, 123-456 Department Code Item Number 0003, client specific client specific, alpha/numeric 3. Finally, if you are still unable to retrieve search results, contact exp.o Support and provide your user name and the exact reference number you were submitting. Q: When I print results, why does some of the data get cut off the page? A: For starters, there are many different printers out there. Therefore, any problems you have with printing may be due to your particular printer. However, there are copyright holder. 238

Frequently Asked Questions-FAQs certain Settings in Internet Explorer that you can adjust, which may help correct problems with data being cut off your printed pages. Tip - Before printing a page, always chose the Print Preview... option to see if the page margins are correct. View example of page with data cut off. View example of page without data cut off. If the print preview looks as though some data will get cut off, you can adjust the page to be printed in landscape view. To print a page in landscape view, perform the following steps: 1. From the Internet Explorer menu bar, select File > Page Setup. 2. In the Page Setup window, select Landscape from the Orientation section, then click OK. copyright holder. 239

Frequently Asked Questions-FAQs 3. Now select File > Print Preview... from the Internet Explorer menu bar to make sure the data won't get cut off. 4. If the print preview looks good (as in the second image above), print the page. Q: What do I need to unzip a zipped file? A: To unzip a file that has been zipped, you will need a program such as *WinZip. A free trial version of WinZip is available a t: http: //www.winzip.com/downwz.htm A: To unzip a file that has been zipped, you will need a program such as *WinZip. A free trial version of WinZip is available at: http://www.winzip.com/downwz.htm Viewing Shipment (e.doc) Images Q: Why doesn't exp.o return the image I selected, it just keeps displaying a message saying "Please wait while we retrieve your image."? A: If exp.o is not returning the image you requested and keeps displaying the message "Please wait while we retrieve your image.", you may need to enable the META Refresh option in Internet Explorer. Go to the META Refresh Option topic to learn how. Q: Why is my images tab grayed out? A: As a reminder, not all searches and r eports will have images available to view. If the Images tab is grayed out, that means there are no images available for that particular shipment. Contact exp.o Support for further details about shipment images in exp.o. Q: What TIFF image viewer should I use for viewing e.doc images in exp.o? A: It is recommended that you use the AlternaTIFF viewer for viewing e. doc images in exp.o. Go to http://www.alternatiff.com to download, install, and register the TIFF viewer. Q: How do I know if AlternaTIFF is installed and working? A: To determine if AlternaTIFF is installed and working properly, perform the following: 1. From the Internet Explorer menu bar, select Tools > Internet Options. View Image copyright holder. 240

Frequently Asked Questions-FAQs 2. On the Internet Options window, select Settings. View Image 3. Click View Objects... from the Temporary Internet files folder section. View Image 4. Check to see that AlternaTIFF ActiveX is found in the Downloaded Program Files folder. View Image copyright holder. 241

Frequently Asked Questions-FAQs Q: How do I disable *QuickTime so it's not my default.tiff image viewer? A: If you don't want QuickTime as your computer's default.tiff image viewer, then perform the following steps: 1. Click Start > Programs > QuickTime > QuickTime Player. View Image 2. On the QuickTime player, click Edit > Preferences > QuickTime Preferences. View Image 3. Select File Type Associations from the drop-down list. View Image copyright holder. 242

Frequently Asked Questions-FAQs 4. Click File Types from the bottom of the QuickTime Settings window. View Image 5. Click to expand the Images section. View Image 6. Uncheck the TIFF image file option. View Image 7. Click Okay and close the QuickTime Player. Q: Why can't I see the edoc image from the Images tab? A: As a reminder, not all searches and reports will have images available to view. If the Images tab is grayed out, that means there are no images available. If there are images available and you are unable to view them, then you may need to install the AlternaTIFF viewer. Go to the following link: http://www.alternatiff.com to download and install the TIFF viewer. After doing copyright holder. 243

Frequently Asked Questions-FAQs so, try and view the images again in exp.o. Q: How can I see what my default application is for opening.tiff (e.doc) images? A: To determine what your default application is for viewing TIFF (e.doc) images, perform the following: 1. Open any folder and then select Tools > Folder Options from the menu bar. View Image 2. On the Folder Options window, select the File Types tab. View Image 3. Scroll down to the TIFF Extensions, and de termine the application associated. View Image: note the default application in this example is "Imaging Preview." Q: How do I stop TIFF files from automatically opening in Internet Explorer? A: If you don't want TIFF files to automatically open in Internet Explorer copyright holder. 244

Frequently Asked Questions-FAQs (meaning you want to receive a confirmation message each time before viewing the TIFF), perform the following: 1. Open any folder and then select Tools > Folder Options from the menu bar. View Image 2. On the Folder Options window, select the File Types tab. View Image 3. Scroll down to the TIFF Extensions, highlight the row, and then click Advanced. View Image 4. Check Confirm open after download and then click OK to close the windows. View Image copyright holder. 245

Frequently Asked Questions-FAQs Browser Related TQ: How can I remove the annoying refresh noise in Internet Explorer?T A: Go to the TURemoving the IE Refresh SoundUT page. TQ: My browser won't go to the next or previous page of results when I click the arrows in exp.o, why?t A: The problem could be that your browser's cache settings need to be adjusted. Please review the TUBrowser Page Cache SettingsUT topic to learn how to fix this problem. TQ: How do I set Internet Explorer to enable cookies?t A: Go to the TUCookie Settings topicut to learn how. TQ: Which web browsers work with exp.o?t A: You can use the following web browsers for exp.o: TUInternet ExplorerUT (5.0 or later) TUNetscape NavigatorUT (6.0 or later) TUMozillaUT (1.0 or later) TUMozilla FirefoxUT (1.0 or later recommended) TQ: Can I use the 'MyWebSearch' toolbar with exp.o?t A: No. The 'MyWebSearch' toolbar can cause issues when using exp.o, for example, the left navigation won't load when you log in, or searches will quickly end without returning results. If such issues occur with your toolbar active, please uninstall the toolbar from your computer. copyright holder. 246

Frequently Asked Questions-FAQs To uninstall the 'MyWebSearch' toolbar: 1. Close any open Internet Explorer (IE) windows. 2. From the Windows Taskbar, click Start > Settings > Control Panel and then open 'Add/Remove Programs.' 3. Scroll down the list to select 'MyWebSearch Toolbar' and then click Remove. 4. Follow the prompts to complete the removal process. If you experience problems removing the toolbar, you may find more help at TUhttp://www.free-web-browsers.com/support/remove-mysearch.shtmlUT Creating/Saving/Scheduling Reports TQ: How do I save a search or report?t A: Review the TUSaving a Search or ReportUT topic. TQ: I just saved a search/report, where did it get saved to?t A: Any search/report you save will be placed in the My Templates folder, which can be accessed by clicking the 'My Templates' link from the left navigation bar. Note: If you just saved a search for the first time, you will need to click the Browser's Refresh button to make the My Templates link appear in the left navigation bar. TQ: How do I schedule a report?t copyright holder. 247

Frequently Asked Questions-FAQs A: To schedule a report, go to the TUScheduling a ReportUT topic. TQ: How do I get my scheduled report results e-mailed to me?t A: Perform the following steps: 1. Open the My Templates folder. 2. Select the report that is scheduled, and then click Configure. 3. Select the E-mail Options tab and then select "E-mail this report to me.". 4. Click Save. TQ: How do I know which reports are scheduled?t A: All scheduled reports are located on the Scheduled Templates tab. Additionally, you can view the My Templates tab to see which templates have a Scheduled Icon next to them. TQ: How do I schedule a report to run on the last day of each month?t A: In the By Date option, enter 31. Even if the month has 30 days instead of 31, the report will still run on the last day of that month. copyright holder. 248

Frequently Asked Questions-FAQs TQ: How do I delete/remove/cancel a schedule running on my report?t A: Perform the following steps: 1. Open the My Templates folder. 2. Select the report that is scheduled, and then click Configure. 3. On the Schedule tab, uncheck the Schedule Search option and then click Save. You will notice the Scheduling icon does not appear in the My Templates view for your report anymore. Transportation TQ: What types of Reference numbers does exp.o accept?t A: Go to the TUshipment tracking overviewut page. TQ: What do the different status designations mean?t A: Go to the TUStatus DesignationsUT page. copyright holder. 249

Frequently Asked Questions-FAQs TQ: What can I do if my Status Report can't be displayed?t A: If your Status Report can't be displayed because there's too many results, you can run an Advanced Search to try and locate your desired shipment. TQ: Where are the status reports now located?t A: Go to the TUStatus Reports OverviewUT page. Customs Declarations TQ: What is the correct format for entering Customs Entry numbers?t A: For US entry numbers, use the format NNN-NNNNNNN-N. However, exp.o will recognize the entry number if you leave off the first part (NNN) and enter the remaining numbers. Note:To view shipment information in exp.o, your company needs to be either the Shipper, Consignee, or RevenueClient for the shipment. TQ: How do I save a Customs Declarations search?t A: Review the TUSaving a Search or ReportUT topic. Couldn't find an answer to your question? Please contact exp.o support so they may assist you: copyright holder. 250