Header Tab

On the Header tab, users provide the basic information required to create a shipment.

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Enter values for fields described in the table below. Fields with an asterisk ( * ) are required.

Field

Description

* Shipper

Type the shipper name or click the picker tool to select one.

* Ship From

Select a Site, Address, or Location as the shipment origin from the dropdown list. Type the name and address or use the picker tool to select one.

* Ship From Contact

Enter the name and contact information for the shipper point of contact. You must enter the contact name and phone number. You can provide additional information like Fax and Email.

* Consignee

Type the consignee name or click the picker tool to select one.

* Ship To

Select a Site, Address, or Location as the shipment destination from the dropdown list. Type the name and address or use the picker tool to select one.

* Ship To Contact

Enter the name and contact information for the shipper point of contact. You must enter the contact name and phone number. You can provide additional information like Fax and Email.

* Shipment Number

Type a shipment number or click Auto Generate to generate a shipment number.

* Pickup

Use the calendar tool to select the pickup date range.

Service Level

Type the service level name or use the picker tool to select one.

Order Number

Type the associated order number, if applicable.

Package Type

Select a package type from the dropdown list.

PRO No (Tracking Number)

This field is auto-populated after the shipment is created.

Freight Terms

Select freight terms from the dropdown list. Available options are Prepaid and Collect.

* Delivery

Use the calendar tool to select the delivery date range.

Declared Value

Enter the declared value of the goods shipped and select the desired currency from the dropdown list.

Pickup Instructions

Enter additional instructions for pickup, delivery, or anything else.

Delivery Instructions

Other Instructions

Adding Shipment Lines

  1. Scroll down to the Shipment Lines section and click Add Line.
    The system auto-populates the Line No.

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  2. Enter values for fields described in the table below. Fields with an asterisk ( * ) are required.

    Field

    Description

    * Line No

    This field is auto-populated by the system. You can edit the system-generated line number if required.

    * Wt

    Type the shipment line weight and select a unit of measurement from the dropdown list.

    Content

    Type the line content. Select the appropriate option from auto-complete.

    Description

    Type a brief description of the line contents.

    Hazardous

    Click the field to display the Hazardous popup. Select the Hazardous checkbox and enter the following details and click Save:

    • Contact Info: Enter the name and phone number of a point of contact.

    • Number: Type the hazardous material number or use the picker tool to select one.

    • PSN: Type the proper shipping name for the hazardous material or use the picker tool to select one.

    • Class: Type the hazardous material class or use the picker tool to select one.

    • Hazmat Packaging Group: Type the applicable hazmat packing group or use the picker tool to select one.

    LxWxH

    Enter length, width, and height measurements and select a unit of measurement from the dropdown list.

    Vol

    Enter the line volume and select a unit of measurement from the dropdown list.

    Declared Value

    Enter the declared value of the shipment line and select a currency from the dropdown list.

    Cost Codes

    Type the applicable cost codes.

  3. Repeat Step 2 to add more shipment lines.

  4. In the Additional Services field, select additional UPS services.

  5. Click Carrier Options and select a suitable UPS service level.

  6. Click Save to save the new shipment and come back to it later. Or,

  7. Click Next to go to the Documents tab.