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InfoShip User Guide 2.94.1257
InfoShip User Guide 2.94.1257
User Guide
Version 2.94
Table of Contents
Chapter
1
Page
Table of Contents
Chapter
Page
Table of Contents
Chapter
Page
Table of Contents
Chapter
Page
iv
Getting Started
Getting Started
1-1
Toolbar
Shipment Detail
Weight
Field Descriptions
Last Shipment window
Special Services window
Current Package window
Message window
Status/Error Message window
Ship Date User Status
Drop-Down Menus
Provide access to InfoShip functionality either via the keyboard or the mouse. You may
access the Drop-Down Menus using the keyboard by pressing the Alt key. This will highlight
the Packages drop-down menu item. Use the arrow keys ( ) to view menu options.
Highlight the option you want then press Enter to select it.
Pressing the key or key combination that appears to the right of the menu item can be used to
access some Drop-Down Menu items. For example, to ship a package, you can select Ship
from the Packages drop-down menu or press F12.
Getting Started
1-2
System Processes
InfoShip is based upon the Microsoft Windows operating system. Therefore, most of the
commands will be the same ones you would use for Windows. For example to close the
program, you may use the mouse and left click on the x in the top right side of the page, or go to
file and select quit.
Getting Started
1-3
To move around InfoShip from one field to another use the Tab key.
Getting Started
1-4
Supplies
CLS has very competitively priced labels, ribbons and paper for all your systems needs. To order
or to receive quotes on supplies, please contact us at:
Phone: 800-407-0280
Phone: 410-793-0708
Fax: 410-721-1099
Getting Started
1-5
2-1
2-2
UPS
FedEx
InfoShip DMS
InfoShip DMS,
Progistics & FedEx & Progistics
SQL Server
App Server
Internet
DHL
Host
System(s)
LAN
WAN
USPS
`
Laser Printer
Laser Printer
InfoShip
Workstation
Thermal Label
Printer
`
InfoShip
Workstation
Scanner
Scanner
200.0
200.0
Thermal Label
Printer
Scale
Scale
2-3
UPS
FedEx
InfoShip DMS,
Progistics & FSMS
App & SQL Server
Internet
DHL
Host
System(s)
LAN
USPS
Laser Printer
Laser Printer
`
InfoShip
Workstation
InfoShip
Workstation
Thermal Label
Printer
Scanner
Scanner
Thermal Label
Printer
200.0
Scale
200.0
Scale
2-4
Start of Day
InfoShip uses client server technology with Windows 2012, Windows 2008 R2, Windows 7,
and Windows Vista. Normally, a system consists of a separate server and workstation(s).
However, with a few systems the workstation is also the server. Systems with a separate server
must have the server running before each workstation is started otherwise they cannot
communicate.
8. When your InfoShip screen appears, a Security dialog will prompt you to enter a User Name
and Password. Enter a valid User Name and Password, and then click on Login. InfoShip
will validate the User Name and Password and close the Security dialog.
The Security dialog will not appear if your system is set up to login
through a Startup script.
Start of Day
3-1
Host Connections
Your InfoShip system will normally be connected to your host system. It might be a Warehouse
Management System (WMS), mainframe, or Enterprise Resource Planning (ERP) system. These
systems will provide you with the name, address, and depending upon your business, other data
necessary to ship a parcel or shipment.
To accomplish this, one field will be set up on your system to be used to query the host system
for this data. This is usually the order number, but may be the customer number, carton ID, or
some other unique number tied to the parcel or shipment you are processing.
If after entering or scanning in this data you do not obtain the address data, or if an error message
appears, you might need to check your host connection to see if you are communicating
correctly. See Error Codes for further information with this type of problem. We suggest you
contact the system administrator (person from your company designated for InfoShip support) if
you find you cannot connect to your host system.
Ship Date
Due to multiple shifts with a distribution center, the correct ship date must be maintained in your
InfoShip system. Entering a new ship date impacts shipments for all carriers. For example, UPS
has picked up, and you enter a new ship date. If you have manifests open for FedEx Ground
services or other carriers, the system will now start new manifests for all open carriers as you
continue to ship boxes using their services. Your CLS installation technician will explain this
process and can provide modifications to meet the needs of your operation. Normally, a new
manifest will require a new ship date. For example, you are shipping on Friday, and the 1st shift
has ended at 3pm and has closed out the system for the carrier to pick up the parcels. Now the 2nd
shift arrives at 3:30pm and begins to ship parcels for the next business day. You must make sure
the 2nd shift correctly changes the ship date to Mondays date.
3-2
2. You may change the ship date by clicking on the day represented in the window, when
highlighted, type in the new date. Or, click on the down arrow and when the calendar
appears, click on the appropriate day.
3. Press Enter, or click on OK. If the Ship Date entered is the current date, then the Ship Date is
grayed in the Ship Date window of the InfoShip screen. The Ship Date is displayed in a bold
magenta if the date entered is not the current date as a reminder that you are shipping under a
future carrier pick up date.
Start of Day
3-3
Shipping Boxes
Required Fields
The majority of the data you will need to ship a box will be downloaded from your host system.
However, in the case of a manual shipment, you will need to enter data into certain fields to be
able to ship a box. Some of these fields will be defaulted with the correct information and you
may bypass data entry. These required fields are:
1. Postal Code the zip code or international postal code the shipment is going to
2. Ship Date the date you are processing your parcels and the date the manifest is
presented to the carrier.
3. Service the carrier service you wish to use for your shipment
4. Terms who is paying the shipping charges for the shipment
5. Packaging some services need to know if you are using special box sizes will
normally be defaulted to Customer Packaging
6. Dimensions the length, width and height of the package is required for most
international carriers and domestic carriers to determine dimensional weights
7. Shipper the company processing the shipment will normally be defaulted to your
company
8. Weight the weight of the shipment
Units for Dimension fields need to be entered in the default units for the
shippers locale. E.g. if you are using a Canadian shipper, the units for
dimensions are assumed to be centimeters, and for a USA shipper, the units are
assumed to be inches.
If shipping an international or hazardous material shipment, you will need to
enter the international or hazardous material fields required by the carrier for
the selected service.
Currency fields should be entered in the default currency for the shippers
locale. (E.g. Euros if the shipper is in France; US Dollars if the shipper is in
USA.) However, the currency can be overridden by using the CURRENCY
shipment-level fields.
Rate a Shipment
InfoShip provides you the ability to rate a shipment without actually shipping the shipment
(tendering the shipment to the carrier). To rate a shipment,
Follow all of the steps to Ship a shipment, but instead of pressing the Ship key (F12),
clicking the Ship toolbar button, press the Rate key (F9) or click the Rate toolbar button.
Shipping Boxes
4-1
The rate for the selected carrier service appears in the Current Parcel Message window near
the bottom of the InfoShip screen.
To rate the same shipment by another carrier service, change the Service,
then press the Rate key (F9) or click the Rate toolbar button.
After successfully rating the shipment, you may Ship the shipment by
pressing the Ship key (F12), clicking the Ship toolbar button.
Units for Dimension fields need to be entered in the default units for the
shippers locale. E.g. if you are using a Canadian shipper, the units for
dimensions are assumed to be centimeters, and for a USA shipper, the units
are assumed to be inches.
Shipping Boxes
4-2
Multi-Box Shipment
InfoShip allows shipments to be processed as individual boxes as described in Single-Box
Shipment above or as a multiple box shipment to a single consignee. With multi-box shipping,
your cost per parcel does not apply; rather you will receive a cost after all parcels are processed,
for the shipment. In addition, labels are not created until after the last carton is processed.
Data communication with host systems and how InfoShips scripts are written
determines whether you should use the single-box or the multi-box Shipment
mode. Consult your system administrator or integrator for more information.
The following details how to process a shipment in the multi-box Shipment mode:
1. Place the carton on the scale.
2. Scan or key in the unique field ID. This field is the data field that will identify the parcel you
are shipping. It could be the order number, customer number, or other data synonymous to
your operation. Press the Tab key.
3. Continue to move through the screen using the Tab key to enter data necessary to ship the
box. Some of these fields could be:
a. Postal Code
b. Service
c. Terms
d. Packaging
e. Shipper
f. Dimensions (enter values in sequence for Length, Width and Height; use either a
lower case x or an upper case X to separate the values, do not mix the casing)
Shipping Boxes
4-3
Dimensions must be entered in the following order: 1st is Length using the
longest dimension of the box; 2nd is Width using the second longest
dimension; 3rd is Height using the shortest dimension. Valid examples are:
24x18x12, 40X12X9, 24X18x12. Invalid example is:
12x20x14 (the proper order is 20x14x12).
Units for Dimension fields need to be entered in the default units for the
shippers locale. E.g. if you are using a Canadian shipper, the units for
dimensions are assumed to be centimeters, and for a USA shipper, the units are
assumed to be inches.
Currency fields should be entered in the default currency for the shippers locale.
(E.g. Euros if the shipper is in France; US Dollars if the shipper is in USA.)
However, the currency can be overridden by using the CURRENCY shipmentlevel fields.
4. Click on the Add package button in the tool bar or press the Crtl-A keys at the same time.
This adds the package to the shipment. Note the before and after screens to show what is
happening.
Before:
Shipping Boxes
4-4
After:
5.
6.
7.
8.
9. Once you fill in the data for the last package, press F12 to release/process the shipment, or
click on the Ship button in the Tool Bar.
BE SURE TO REMOVE EACH LABEL TO PREVENT JAMMING THE
PRINTER
10. A shipping label for each package in the shipment is now printed (if you have a label printer).
11. Apply the labels to the correct boxes.
Removing a Package From a Multi-carton Shipment Prior to Shipping
1. Using the mouse click on Previous Package button to display the package you want to
remove
Shipping Boxes
4-5
Label Printing
Your InfoShip system may print address or document labels for your parcels. The labels will
print automatically after each single piece parcel is processed. If you ship a multi-piece
shipment, the labels will not print until the last box has been processed for the shipment.
InfoShip is configured to print all standard carrier labels. In addition, your system may be
configured to print custom labels.
Shipping labels normally print the return address for the Shipper sending
the shipment. However, an Alternate Return Address may be used by
setting the ALT_RETURN_ADDRESS_FLAG to 1 and supplying
values in the Return Address fields (RETURN_ADDRESS1,
RETURN_CITY, etc.) Contact your InfoShip Integrator for additional
details.
LTL Shipping
InfoShip can rate and process your LTL shipments. You may choose to print a manifest or a
consolidated VICS bill of lading at the end of the day when the LTL carrier picks up, or a bill of
lading (VICS or Standard Short Form) after each shipment is processed. If your system is set up
for LTL shipping, proceed as follows:
1. Enter the shipment information as you normally do for a shipment.
2. Select an LTL carrier service from the Service list box.
3. Click on the Contents toolbar button. The Package Contents dialog appears. See Package
Contents section for details on entering package content information.
A Commodity Code is required for the box being shipped.
Shipping Boxes
4-6
The VICS Bill of Lading normally prints the return address for the Shipper
sending the shipment. However, an Alternate Return Address may be used
by setting the ALT_RETURN_ADDRESS_FLAG to 1 and supplying
values in the Return Address fields (RETURN_ADDRESS1,
RETURN_CITY, etc.) Contact your InfoShip Integrator for additional
details.
2. InfoShip can be configured to print a consolidated VICS bill of lading at carrier close out.
Add a VICS bill of lading as a Report Document if you want consolidated bills of lading to
print after closing out a carrier.
Shipping Boxes
4-7
3. You may choose to print a manifest instead of a bill of lading at carrier close out. The
printing of the manifest can only be done when the carrier has approved this option. Your
CLS representative can discuss these options with you.
International Shipping
You may process your International shipments with InfoShip in much the same manner as you
do domestic shipments. International shipments typically require information about the contents
of the shipment for Customs purposes. To ship internationally:
1. Enter the package information required by your company, such as Order #, Consignee Code,
Company Name, etc.
Shipping Boxes
4-8
Use the Consignee Information window (F10 key) to ensure all consignee
information is entered. Be sure to fill in the Consignee Contact Name and
Telephone Number. Also, make sure that the correct Consignee CountryID
is selected.
2. Select the appropriate International carrier service in the Service list box.
3. Click on the International (World) toolbar button. The International Shipment Information
dialog appears. It contains five tabs: General, Duty/Taxes, Importer, Exporter, and Broker.
4. Change the Ultimate Destination Country drop down list to the same country that was used
for the Consignee CountryID in the Consignee Information window.
Which fields are required varies from carrier to carrier and may change
periodically; consult your carrier representative(s) for the latest required fields.
Shipping Boxes
4-9
Currency fields should be entered in the default currency for the shippers
locale. (E.g. Euros if the shipper is in France; US Dollars if the shipper is
in USA.) However, the currency can be overridden by using the
CURRENCY shipment-level fields.
(Figure 4-6: International Shipment Information Dialog General Tab, AES Transaction No. prompt)
Commonly used exemption values for the AES Transaction Number (ITN) are:
NO EEI 30.36 (for shipments from the USA to Canada ONLY)
NO EEI 30.37a (for shipments from the USA ONLY if there is no SED and
the value of the commodity content items are < $2500)
(The above information is provided as a courtesy and might be inaccurate at
the time you are shipping. Consult your carrier, US Census Bureau or
appropriate US government agency for the latest government requirements.)
Shipping Boxes
4-10
InfoShip can print a pro forma commercial invoice, Canada Customs Invoice,
NAFTA Certificate of Origin, and Certificate of Origin; it also allows entry of data
if you would like the carrier to prepare these documents for you. Enter Importer,
Exporter and Broker information as you want it to appear on the pro forma
commercial invoice; Broker information is only used for FedEx Broker Select
shipments.
Shipping Boxes
4-11
Duty and Taxes may be charged to a different account than the freight charges.
Use the Duty/Taxes tab to select Consignee in the Duty/Tax Payment list box, then
enter the consignees carrier account number to bill the duty/taxes to the
consignee. To bill the duty/taxes to a 3rd party, select Consignee in the Duty/Tax
Payment list box, check the Bill 3rd Party box, and enter the 3rd partys carrier
account number in the Account # field.
Shipping Boxes
4-12
4-13
14. Select the Unit of Measure from the Qty Unit of Measure list box.
Valid values are Piece or Pieces.
Shipping Boxes
4-14
18. Enter a description of this packages contents in the Package Description field.
The Package Description field cannot be blank.
19. Click Add. An icon appears on the Package X Contents window, where X is the package
number in the shipment.
20. Repeat steps 9-19 for each item in the carton.
21. Click OK. The package contents are added to the package and the Package Contents dialog
closes.
22. If the Weight field on the main InfoShip screen shows 0 lbs 0 oz, either enter the package
weight or place the box on the scale.
23. If this is the last package in the shipment, skip to step 26.
24. Press Ctrl-A to add the package to the shipment if this is not the last package in the
shipment. All data common to each package in the shipment is grayed out.
25. Repeat steps 8-24 for each package in the shipment.
26. Click the Ship toolbar button or press F12 key to process the shipment.
Terms
The Terms field in InfoShip is where you select the payment option for a shipment. All available
payment options are found under the Terms field.
4-15
In order for UPS to properly bill Consignee Billing shipments or for FedEx to
properly bill FedEx Collect shipments, you must leave the
CONSIGNEE_ACCOUNT field blank; this is the Account # field in the
Consignee dialog.
Freight Collect
The consignee pays the freight charges. With most small parcel carriers, you must enter the
consignees account number for proper billing. Otherwise, the carrier will reverse bill the
shipment to the shipper. To process a Collect shipment:
1. Enter the shipment information as you normally do for a shipment.
2. Select Freight Collect for the Terms.
3. Click on the Consignee toolbar button. The Consignee dialog appears.
Shipping Boxes
4-16
4. Enter the consignees carrier account number in the Account # field in the Consignee dialog
shown above; this is InfoShips internally named field CONSIGNEE_ACCOUNT.
5. Click OK to close the Consignee dialog.
6. Click on the Add toolbar button or press Ctrl-A to add the package to the shipment if this is
not the last package in the shipment. Otherwise, go to step 6.
7. Place the next package on the scale and repeat step 4 for all but the last package in the
shipment.
8. For the last package in the shipment, click on the Ship toolbar button or press F12 to ship the
shipment.
Shipping Boxes
4-17
4. Enter the Third Party Billing account number, name, address, etc. in this dialog.
You must enter a valid carrier account number in the Account # field. For
UPS Third Party Billing, the Third Party must be a USA-based company
and account number.
5. Click OK when finished entering Third Party Billing information.
6. Click on the Add toolbar button or press Ctrl-A to add the package to the shipment if this is
not the last package in the shipment. Otherwise, go to step 7.
7. Place the next package on the scale and repeat step 6 for all but the last package in the
shipment.
8. For the last package in the shipment, click on the Ship toolbar button or press F12 to ship the
shipment.
Shipping Boxes
4-18
2. When you select Contents or Ctrl-C, the following box appears where you enter data on your
shipment. Your system may be automated via DMS scripts to allow you to only enter the
item number, and the system will obtain all the other data from your host system.
3. When the box appears, enter in the Item #, Description, Serial Number (if applicable), Value,
Weight, Quantity, Dimensions, and Package Description (e.g. NMFC# & description).
Shipping Boxes
4-19
When shipping via FedEx International services, the FedEx TAWB prints the
following fields:
EEI = SED_EXEMPTION_NUMBER
DESC1 = PACKAGE_DESCRIPTION unless it is blank, then
ITEM_DESCRIPTION from first Item.
DESC2 = ITEM_DESCRIPTION from second Item.
DESC3 = ITEM_DESCRIPTION from third Item.
DESC4 = ITEM_DESCRIPTION from fourth Item.
Carriage Value = DECLARED_VALUE.
Customs Value = DECLARED_CUSTOMS_VALUE.
4. Click on the Item Details tab.
5. If an LTL shipment, enter the Commodity Class for the item.
You can default the commodity class if you ship all the same class; or default
the most frequently used commodity class so it only needs to be changed for
items of another class. (See Default in the Field Settings section of this User
Guide.)
6. If an international shipment, enter the Qty Unit of Measure, Country of Manufacturer,
Harmonized Code, SED License #, SED Expiration Date, License Exemption (if applicable),
and ECCN.
Shipping Boxes
4-20
7. If the item is a hazardous item, click on the Item Hazardous tab. Otherwise, skip to step 11.
8. Enter the hazardous information.
You must check the Hazardous check box in the Special Services window
or in the Special Services Menu before you can enter hazardous
information in the Package Contents Hazardous dialogs.
A valid entry for the Hazard ID is required for all hazardous shipments
except Dry Ice.
Shipping Boxes
4-21
11. If the item contains alcohol, click on the Item Alcohol tab. Otherwise, skip to step 13.
12. Enter the alcohol information for this item.
Use the following table as a guide regarding which fields are required or
optional with various carriers. However, do NOT use it as an absolute. Always
check with your carrier when shipping hazardous material.
Comments
Required for all hazardous
Carrier Notes
Required for all carriers
4-22
Shipping Boxes
Comments
shipments
Required for all hazardous
shipments
Carrier Notes
Required for all carriers
Required for FedEx
Required for FedEx
Required for FedEx
Required for FedEx
Required for FedEx
"Inaccessible" if unchecked
Not radioactive if unchecked
Required for FedEx if
Shipping Name ends in "*"
Comments
Carrier Notes
Required for FedEx when
shipping alcohol
Required for FedEx when
shipping alcohol
Required for FedEx when
shipping alcohol
13. Click on Add to enter the package contents of the first item. The item appears in the Package
Content list on the right side of the dialog.
14. Continue to add items until you have entered all contents for the package by repeating steps
3-13.
15. Click on OK when you are finished entering items. InfoShip will consolidate items with the
same class and description for LTL shipments on the bill of lading.
You may enter all the items for a shipment as package contents in one box of
the shipment or in the appropriate box in which the goods are packed. If
knowing which box contains which goods is important to you, it is
recommended that you enter the package contents information on a box-bybox basis, and not as if all content is in one box.
Click on the left or right arrows below the Package X Contents window to
view the contents for each package in the shipment. Click on a specific
content item in the Package X Contents window to display the details about
that content item.
Shipping Boxes
4-24
Ship-With Fields
Ship-With fields is a feature that allows for the input of multiple orders for a shipment. Specific
package contents may be assigned to a particular order. All of the contents that are associated to
a given order number can then be managed by the order number.
There are six standard Ship-With fields in InfoShip:
SW Shipper #
(e.g. additional shipper Invoice number, shippers order number)
SW Shipper Notes
(notes related to this Ship-With group)
SW Consignee #
(e.g. additional consignee PO #)
SW Consignee Notes (notes from the consignee related to this Ship-With group)
SW Carrier #
(e.g. additional carrier reference number)
SW Carrier Notes
(notes for the carrier related to this Ship-With group)
Access the Note field for each of the three Ship-With fields by
clicking on the triangle to the right of the Ship-With field.
Shipping Boxes
4-25
3. Enter information for the first group of Ship-With fields for the shipment.
Shipping Boxes
4-26
Shipping Boxes
4-27
4.
5.
6.
7.
8.
Shipping Boxes
4-28
FedEx will deliver FedEx Home Delivery shipments during its normal
delivery schedule if one of the delivery options is not selected.
World Ease requires using UPS World Ease 4x11 stock for the World
Ease Address & Over-Label. (This is currently supported for Zebra printers
only in InfoShip)
Shipping Boxes
4-29
Shipping to US Territories
Requirements for shipping to US territories can vary by carrier. Some carriers require the use of
domestic services while other carriers use international services. The following table provides
specific field values for the major fields required by FedEx, UPS and USPS when shipping to
each US territory listed in the table. Check with the carrier for their latest requirements.
US Territory
FedEx
UPS
American Samoa
Guam
Shipping Boxes
USPS
USA services;
State = AS or empty;
Country = AS;
Terms = Shipper(DDP);
Terms of Sale = N/A;
Content information is not
required, but is needed if
InfoShip prints the 2976A;
Unless shipped via Express
Mail or Priority Mail with
Registered Mail service, a
box weighing >= 16oz
requires a 2976A
USA services;
State = GU or empty;
Country = GU;
Terms = Shipper(DDP);
Terms of Sale = N/A;
Content information is not
required, but is needed if
InfoShip prints the 2976A;
Unless shipped via Express
Mail or Priority Mail with
Registered Mail service, a
box weighing >= 16oz
requires a 2976A
4-30
FedEx
UPS
Marshall Islands
Micronesia
Northern Mariana
Islands
Shipping Boxes
USPS
USA services;
State = MH or empty;
Country = MH;
Terms = Shipper(DDP);
Terms of Sale = N/A;
Content information is not
required, but is needed if
InfoShip prints the 2976A;
Unless shipped via Express
Mail or Priority Mail with
Registered Mail service, a
box weighing >= 16oz
requires a 2976A
USA services;
State = FM or empty;
Country = FM;
Terms = Shipper(DDP);
Terms of Sale = N/A;
Content information is not
required, but is needed if
InfoShip prints the 2976A;
Unless shipped via Express
Mail or Priority Mail with
Registered Mail service, a
box weighing >= 16oz
requires a 2976A; Delivery
Confirmation is not
available
USA services;
State = MP or empty;
Country = MP;
Terms = Shipper(DDP);
Terms of Sale = N/A;
Content information is not
required, but is needed if
InfoShip prints the 2976A;
Unless shipped via Express
Mail or Priority Mail with
Registered Mail service, a
box weighing >= 16oz
requires a 2976A
4-31
FedEx
Puerto Rico
US Virgin Islands
UPS
USA services;
State = PR or empty;
Country = PR;
Term = Collect, DDU;
Terms of Sale = blank;
Package Description is
required;
Item Number, Item
Description, Item
Quantity, Item Value, &
Item Unit Of Measure
(must be "Piece" or
"Pieces") are required;
Commercial Invoice is
required
Worldwide services;
State = VI or empty;
Country = VI;
Term = Collect, DDU;
Terms of Sale = blank;
Package Description is
required;
Item Number, Item
Description, Item
Quantity, Item Value, &
Item Unit Of Measure
(must be "Piece" or
"Pieces") are required;
Commercial Invoice is
required
USPS
USA services;
State = PR or empty;
Country = PR;
Terms = Shipper(DDP);
Terms of Sale = N/A;
Content information is not
required, but is needed if
InfoShip prints the 2976A;
Commercial Invoice is not
required;
2976A is required when
AES filing is required
(total value for one
schedule B item is greater
than $2,500)
USA services;
State = VI or empty;
Country = VI;
Terms = Shipper(DDP);
Terms of Sale=N/A;
Content information is not
required, but is needed if
InfoShip prints the 2976A;
Commercial Invoice is not
required;
2976A is required when
AES filing is required
(total value for one
schedule B item is greater
than $2,500)
The chart above is for guidance purposes only. Check with the carrier for
the latest information of their requirements when shipping to a US
Territory.
Shipping Boxes
4-32
Call Tag
Many carriers support the Call Tag feature where the original shipper of the box pays the carrier
to return the box upon demand. To issue a Call Tag:
1. Enter the shipment information for the box that you want returned.
2. Enter the weight of the box that you want returned.
3. Click on the Call Tag box in the Special Services section of the InfoShip screen. Optionally,
select Call Tag from the Special Services drop-down menu. The Call Tag dialog appears.
4. Enter the Call Tag Number if the carrier has a unique number on their Call Tag stock.
5. Click OK.
6. Click on the Ship toolbar button or press F12 to ship the shipment.
Call Tags are not supported by FedEx FSMS. You should use FedEx
Return service.
Certified Mail
Sending USPS Certified Mail is simple to do using InfoShip. Follow these steps.
1. Enter the basic shipment information: Order #, Consignee Code, Postal/ZIP Code, etc.
2. Select the USPS Service you wish to use.
3. Select the Certified Mail feature by either using your mouse to click on Special Services from
the Menu bar, then Certified Mail, or click on the Special Services Certified Mail check box
in the lower right-hand corner of the InfoShip screen. The Certified Mail dialog appears.
4. Enter the data for the shipment in the Certified Mail dialog screen.
Using Special Services
5-1
COD Shipping
InfoShip makes it easy to ship COD. If you have a package that is to go COD to the customer:
1. Enter the basic information about the shipment: Order #, Consignee Code, Postal/ZIP Code,
etc.
2. Select the Service you wish to use.
Not all carrier services allow COD shipments.
3. Select the COD feature by either using your mouse to click on Special Services from the
Menu bar, then COD, or click on the Special Services COD check box in the lower righthand corner of the InfoShip screen. The COD dialog appears.
4. Enter the data for the shipment in the COD dialog screen.
5. Click OK when finished.
Using Special Services
5-2
Cash can only be used with FedEx Ground; most other carriers will accept
cashiers check or money order in lieu of cash.
UPS Express COD is supported for UPS Canada origin Shippers. Check the
Package-level field COD Express Return Flag
(CODPACKAGE_EXPRESS_RETURN_FLAG) to use this overnight return of
COD payments. If needed, add this field so it is displayed in the Special
Services window.
Declared Value
To declare a value of a package or a shipment for carrier insurance purposes:
1. Enter the shipment information as you normally do for a shipment.
2. Select a carrier Service that supports Declared Value shipping.
3. Click on the Declared Value box in the Special Services section of the InfoShip screen.
Optionally, select Declared Value from the Special Services drop-down menu. The Declared
Value dialog appears.
5-3
4. Enter the value that you are declaring for the package.
5. Click OK.
6. Click on Add toolbar button or press Ctrl-A if this is not the last box in shipment. If this is
the last box in the shipment, do not click Add or press Ctrl-A, go to step 8.
7. Repeat steps 3-6 for additional boxes in shipment.
8. Click on the Ship toolbar button or press F12 to ship the shipment.
Hazardous
InfoShip provides the ability to ship Hazardous shipments. However, InfoShip does not support
printing Hazardous Materials documents. To process a hazardous shipment:
1. Enter the shipment information as you normally do for a shipment.
2. Select a carrier Service that supports hazardous shipping.
3. Click on the Hazardous box in the Special Services section of the InfoShip screen. The
Hazardous Material dialog appears.
5-4
4.
5.
6.
7.
8.
9.
5-5
Proof of Delivery
Many carriers offer a Proof of Delivery service as an option. To ship using Proof of Delivery:
1. Enter the shipment information as you normally do for a shipment.
2. Select a carrier Service that supports Proof of Delivery shipping.
3. Click on the Proof of Delivery box in the Special Services section of the InfoShip screen. The
Proof of Delivery dialog appears.
4. Click on Signature Required if you want the carrier to obtain a signature at the delivery
point.
5. Click on Adult only? after clicking on Signature Required if you want the carrier to only
accept an adults signature.
6. Click on Alternate Control Number if you want the carrier to use your reference number
(InfoShip field Shipper_Package_Reference) in the returned report or document. Check with
your carrier to see if they support this option.
7. Enter the POD Tag Number if the carrier has a unique number on their POD stock.
8. Click OK. The Proof of Delivery dialog closes.
9. Click on Add toolbar button or press Ctrl-A if this is not the last box in shipment. If this is
the last box in the shipment, do not click Add or press Ctrl-A, go to step 10.
10. Repeat steps 3-8 for additional boxes in shipment.
11. Click on the Ship toolbar button or press F12 to ship the shipment.
The Auto-P.O.D. option for FedEx Ground shipments automatically
includes Signature Required even when the Signature Required box is not
checked in InfoShip.
Using Special Services
5-6
To use FedEx Signature Home Delivery without Auto P.O.D., you must
first check the Proof of Delivery box in the Special Services window to
display the Proof of Delivery dialog, then check the Signature Required box
and click on OK to close the Proof of Delivery dialog. You must now
uncheck the Proof of Delivery box in the Special Services window before
shipping the box otherwise, the box will be shipped with Auto P.O.D. and
Signature Required.
Checking the Proof of Delivery box in the Special Services window for
DHL Express shipments uses DHLs Signature Preferred special service.
Registered Mail
USPS shipments using the Registered Mail special service are supported in InfoShip. Registered
Mail can be sent with or without insurance by following the steps below.
1. Enter the shipment information as you normally do for a shipment.
2. Select a carrier USPS Service that supports Registered Mail shipping.
3. Click on the Registered Mail box in the Special Services section of the InfoShip screen.
Optionally, select Registered Mail from the Special Services drop-down menu. The
Registered Mail dialog appears.
5-7
4. Click on the number of Pickup attempts that the carrier should make or whether to use the
Mail or Electronic option. Remember that the fee charged for this service may increase
based on the number of pickup attempts.
At this time, FedEx Express Return Services are available for FedEx
Priority Overnight, FedEx Standard Overnight, and FedEx 2Day and
provides one pickup attempt, while FedEx Ground Return Services are
available for FedEx Ground and FedEx Home Delivery and provides
three pickup attempts.
5. Click OK.
6. Click on Add toolbar button or press Ctrl-A if this is not the last box in shipment. If this is
the last box in the shipment, do not click Add or press Ctrl-A, go to step 8.
7. Repeat steps 2-6 for additional boxes in shipment.
8. Click on the Ship toolbar button or press F12 to ship the shipment.
5-8
5-9
Voiding
There are several ways to void a parcel. You may search by a shipment number, package
number, or carrier tracking number. To void a parcel or shipment, proceed as follows:
1. Click on the menu bar item Packages and select Void from the menu selection. Or you may
press F8.
6-1
Searching
InfoShip includes a very flexible search utility. You can define what fields are used to search and
what fields are returned by the search. You can save your most used search criteria as templates
so they can be executed easily. The search utility is optimized to quickly search for a small
number of shipments in a database containing a large number of shipments. The more fields that
you include in the search will increase the time required to complete the search. Searches can
take from one second to a few minutes depending upon how many fields and how many
transactions are retrieved. The search utility only works on searches that retrieve data from fewer
than 5,000 shipments. The search results can be printed to any Windows printer whether it is
connected locally or available across the network and you can print multiple copies. The search
utility does not replace a good report writer, but it does provide many benefits for searching
transactions. A true report writer should be used for extensive reporting requirements.
Some examples of what the search utility can be used to do are:
Locate information about a single package or shipment
Locate information about shipments to a specific customer
Show totals on the number of packages processed by a system operator
Show totals on the number of packages shipped via a given carrier or carrier service
Search templates are stored by InfoShip profiles, so you can setup searches that operate only on
specific workstations. This provides supervisors and administrators the ability to define searches
on their systems that are not used by system operators.
Each search template stores its last values used by a certain computer. You can also define
default values for search fields for each search template.
InfoShips search utility uses the DMS Client SimpleSearch method. Any of the SimpleSearch
commands can be used in the InfoShip search utility. Such commands as LEFT, RIGHT,
DISTINCT are available. This allows you to do things like search for a service that has the left
three characters of UPS (e.g. [LEFT,3]UPS). Refer to the DMS Client Interface documentation
for details about SimpleSearch commands.
Define a Search Template
1. Select the Data drop-down menu or press Ctrl-F (if Ctrl-F, skip to step 3).
2. Select Search. (The Search Criteria dialog appears.)
6-2
When the Search Criteria dialog first appears and no search templates have been
defined, the Search Fields tab is displayed. Once search templates are defined, the
Search Criteria dialog starts up at the Search Data tab to make it easy for you to
run a pre-defined search.
3. Click on the Search Fields tab if the Search Data tab is in front.
4. Click Add next to the Search Fields window. The Fields dialog appears.
6-3
7. Arrange the fields in the order that you want them to appear in the search results. Do this
by clicking on a field to highlight it, then use the Up and Down arrow keys to position the
field.
8. Select a field that you want to enter values for the search. Do this by double clicking on
the field in the Search Fields window. A binocular icon appears to the left of the field to
indicate that this is a search criterion field. To remove the binocular and remove it as a
search criterion field, double click again on the field.
6-4
9. Enter a default value for a field by highlighting the field in the Search Fields window,
then entering the value in the Default Criteria field. The search will use this value for the
field when the search is executed.
10. Click on the Search Templates list box and enter a name for this search.
11. Click Add below the Search Templates list box. The template is saved.
12. Click Done if you do not want to run the search. The Search Criteria dialog closes.
To modify an existing Search template, select the template in the Search
Template list box. Make any adjustments to the template as desired, and then
click Modify. Click Done to close the Search Criteria dialog.
Click on the X in the upper right corner of the dialog to exit the Search Criteria
dialog without saving changes entered in either the Search Data or Search Fields
tab.
6-5
4. Enter your search criteria in the field(s). If you make a mistake and want to reset the
search criteria to the defined search templates default settings, click on Use Defaults.
5. Select the Shipped date(s) for the search. The available selections are: Shipped: Today,
Yesterday, This Week, Last Week, Last 2 Weeks, This Month, Last Month, Last 2
Months, Other.
6. If you did not select Other in step 5, skip to step 10. If you selected Other in step 5, the
Date Range dialog appears.
6-6
7. Click on the beginning date for the search in the left calendar window. Use the left and
right arrows at the top of the calendar to move to different months if needed.
8. Click on the ending date for the search in the right calendar window. Use the left and
right arrows at the top of the calendar to move to different months if needed.
9. Click OK when finished. The Date Range dialog closes and the selected date range
appears below the Shipped list box in the Search Data tab.
10. Click the Summary Data box if you only want a summary of the weight and money fields
and the number of transactions for your search. If you want details, do not click this box.
11. Select the type of transactions for your search from the Status list box. The choices are:
All Shipments
includes any shipment regardless of its status.
Open Shipments includes shipments that have been processed through the system, are
not On Hold, have not been Voided or Closed out for a carrier.
Held Shipments includes only shipments that have the On Hold flag set; these
shipments have not been Closed out for a carrier.
Voided Shipments includes only shipments that have the Voided flag set; these
shipments have not been Closed out for a carrier.
Closed Shipments includes only shipments that have been closed-out for the carrier(s)
in the search.
12. Click on Search to run the search. Depending upon the amount of fields the search
contains and the number of transactions in the database, the search will take from a few
seconds to a few minutes to execute. The Search Results window appears when the
search completes. The results include the fields that you selected in the search template.
You can scroll through the result data. If a field has a plus (+) sign next to it, you can
click on the (+) to view additional information. You can click on a minus (-) sign next to
a field to hide from view that sections data.
13. Click on Print at the bottom of the Search dialog if you want to print out the search
results. The results are directed to the Windows default printer, however you can redirect
the output to any Windows printer through the Windows Print dialog. Click the X in the
upper right corner of the Search Results dialog to close the window without printing. The
Search Criteria dialog appears.
6-7
14. Click Done to close the Search Criteria dialog when you are finished executing searches.
A Search will check the Archive (Replication) database when the search in the
active transaction database returns no results and Replication is enabled.
Document Reprinting
InfoShip provides the ability to reprint any shipment or package document for any shipment that
is recorded in InfoShips DMS Server database. This functionality is performed through the
Reprint Documents dialog that is accessed from the Packages menu.
The Reprint Documents dialog utilizes Search templates, as described in the previous subsection,
to retrieve the document data for the requested shipment. The search fields displayed in the
Reprint Documents dialog are determined by how the Search template was defined so the
Reprint Documents dialog on your system might look slightly different than the examples below.
The Reprint Documents dialog will display the message in the figure below if
Reprint is selected from the Packages menu and no Search templates have been
defined. Define a Search template from the Data menu, and then try Reprint
again.
6-8
6-9
6-10
If you want to reprint current shipments only, be sure to set the Status to Open
Shipments for the Search template.
5. Enter the data in the Search field(s) for the shipment desired by manually entering the
data or selecting from the fields list box.
6. Click the Search button. The Search Results dialog appears showing information about
the shipment.
6-11
If there was no match found during the search, then a message appears informing
you of such at the bottom of the Reprint Documents dialog.
7. Click anywhere in the displayed data for the shipment in the Search Results dialog to
display all available documents.
If you click OK without first clicking on the Search Results data for the shipment,
the Search Results dialog will close without updating the Previous Shipments
tabs Available Documents window of the Reprint Documents dialog. NO
documents will be displayed for reprinting.
6-12
8. Click OK in the Search Results dialog. The Search Results dialog closes and the Reprint
Documents dialog appears. All shipment documents and package documents for this
shipment appear in the Available Documents window of the Reprint Documents dialog.
All documents are highlighted (selected to reprint).
6-13
9. If you do NOT want to reprint all documents for the shipment, click on each document
that you do NOT want to reprint to deselect it.
10. Click OK to reprint the selected documents. The Reprint Documents dialog closes after
reprinting. Click Cancel to close the Reprint Documents dialog without reprinting.
6-14
End of Day
This section will detail how you close out InfoShip when carrier(s) arrive to pick up your
shipments. InfoShip allows you to either close out all carriers at once, or each carrier as they
arrive. If your system is configured, you may have multiple accounts with a carrier therefore
multiple shippers. You may also select which account number (shipper) you are closing out.
Close-Out Carrier
To close out:
1. Move the mouse pointer to End of Day and press the left mouse button. You will see the
screen below. The list of carriers that are specific to your system may be different than those
shown.
2. Select the Shipper from the Shipper list box. If the Shipper you want to use is not already
displayed in the Shipper box, you will need to select it from the list box by clicking on the
down arrow at the right of the Shipper list box, and then clicking on the desired Shipper.
3. Select the Carrier from the Carriers list by moving your mouse pointer over the carrier you
want to close out and pressing the left mouse button.
End of Day
7-1
4. In the Open Reports window, move the mouse pointer over the day you would like to close
out and press the left mouse button.
5. To close out that day and carrier, move the mouse pointer over the Close Out button and
press the left mouse button. You have now closed out the carrier.
End of Day
7-2
You may use these same instructions to re-transmit a file to a carrier if the carrier
ever requests it.
The process is as follows:
1.
2.
3.
Move the mouse pointer to End of Day and press the left mouse button. You will see the
End of Day dialog.
Click on the Transmit Files tab.
Select the Shipper from the Shipper list box. If the Shipper you want to use is not already
displayed in the Shipper box, you will need to select it from the list box by clicking on
the down arrow at the right of the Shipper list box, and then clicking on the desired
Shipper.
End of Day
7-3
Click on the carrier you are sending files to in the Carriers list on left side of the dialog.
This will display a list of available dates to transmit. The reports that have already been
transmitted will have an asterisk (*) next to them.
Click on todays date in the Closed Files window to transmit todays file. Or, click on the
date that you want to transmit/re-transmit. The selected date is highlighted.
Click on the Transmit button below the Carriers and Closed Files lists. There will be a
message at the bottom of the End of Day dialog window that says Transmitting Report,
please wait Upon completion of transmittal, it will change to Transmit Successful.
Click on the Done button in the lower right corner of the End of Day dialog window. The
End of Day dialog window will close and return to the InfoShip shipping screen.
7-4
When using Progistics CS rating components with InfoShip, if you change the Ship Date you
change the ship date for all packages shipped until you again change the Ship Date. This can be
done on a carrier-by-carrier basis. After closing out the desired carrier, but before shipping any
boxes for this carrier for the next day, you need to change the Ship Date to the next business day.
But you also need to remember to change the Ship Date back to todays date when shipping for
the other carriers that you have not yet closed-out. Rather than having to remember to manually
change the Ship Date to the correct date for each carrier, your InfoShip system can be automated
by having certain scripts added to your system. Consult your InfoShip integrator for details.
See ShipDate in Section 3 on how to change the Ship Date for a new manifest.
End of Day
7-5
Configuring InfoShip
Every operation is different; therefore, we have provided you with many different ways you may
configure your InfoShip system. This section will detail all the standard conventions you may
use to configure your system. Contact your InfoShip installation technician if you need further
customizing.
Displaying Fields
InfoShip allows you to define which fields are displayed in three areas:
Main screen for the Current Package and Last Shipment area
Contents dialog
Special Services area of the main screen.
There are three categories of fields within InfoShip for displaying. (The fourth category,
ShipWith fields, is currently not fully implemented in InfoShip.) Each category is selected from
a list box in the upper right section of the Display Fields dialog. Selecting a category in the list
box results in the fields for that category being displayed in the right window. The three
categories are:
Shipment
Package
Contents
Each field available in the Display Fields dialog has an icon to the left of the field name to let
you know what type of field it is. The types are:
Check Box
Alphanumeric
Dimensions
Numeric
Date
Money
Weight
Notes
List Box
Label
Your InfoShip screen may be customized to show as many or as few fields as needed. Each
operation has its own needs, and therefore, InfoShip is designed to allow you to change the
display for your operation. We suggest that you keep as few fields as necessary on the display as
this will speed processing and reduce operator uncertainty.
Main Display
1. To change the fields on the Main display, click on Administration in the menu bar.
Configuring InfoShip
8-1
2. Click on Display in Administration Menu and you will see the Display Fields dialog.
3. The List box at the top right allows you to select Shipment, Package, or Content fields.
The window on the right shows all the Shipment, Package, or Content fields available for
the display. The window on the left shows what fields are currently on the display, and in
what order. Lets say we would like to add a new field Dimensions, a Package field. We
Configuring InfoShip
8-2
6. Once you have pressed the left mouse button, Dimensions is added at the bottom of the
Main Display list. To view this field, scroll down until the field appears.
7. When the field is highlighted, you can now move the field to where you would like it
displayed on the main InfoShip screen. If this field is used often, then it is normally
placed near the top. If it is seldom used, then place it near the bottom.
Configuring InfoShip
8-3
9. When you finished adding and moving fields, you must press the OK button to avoid
losing your work. You may press Cancel at any time to discard any work you have done,
and return back to the InfoShip screen without any changes.
10. To save, click on OK. You will be returned to the InfoShip screen and will see a message
appear Updating Profile. This informs you that your changes have been accepted and you
will see the new field(s) on the screen, in the order you have selected.
11. Once updated, your screen will display the field(s) added. Our example for Dimensions
will show this field below.
Configuring InfoShip
8-4
Content Display
InfoShip allows for you to control which fields are displayed in each of the four tabs of the
Contents dialog. Follow these steps to add or remove fields.
1. To change the fields on the Content display, click on Administration in the menu bar.
2. Click on Display in Administration Menu and you will see the Display Fields dialog.
3. Click on the Content Display tab. The Content Display tab appears as below.
4. Select Content Fields from the list box in the upper right corner of the dialog. The
available Content fields are listed in the window below the list box.
Configuring InfoShip
8-5
Configuring InfoShip
8-6
5. Select Shipment Fields, Package Fields, or Content Fields from the list box in the upper
right corner of the Special Display tab.
6. Select the field to display from the list of fields in the right window below the fields type
list box.
7. Click Add. The field is added to the bottom of the list of displayed fields in the left
window.
8. To reposition the field, click on the field in the left window.
9. Click on the up or down arrows. The field will move up or down one position with each
click.
10. If you want to change the caption for this area of InfoShips screen, highlight the text in
the Caption field and enter a new caption name.
11. Repeat steps 4-8 to add additional fields.
12. Click OK to save your changes.
8-7
Field Settings
Fields Settings allows you to customize fields in many different ways. You are also able to add
new fields and to rename fields in your InfoShip system. Each setting will impact how data is
displayed on the screen. To enter Field Settings and make changes, follow these steps.
1. Click on Administration in the Menu bar.
2. Move the mouse pointer to Field Settings when the window appears, and click on Field
Settings. The Field Settings dialog will now appear.
3. Highlight the desired field in the Available Fields list. The current settings for that field
are displayed in the list on the right from Prompt to Default. InfoShips internal field
name, a description of the field and the field type are listed in the window near the
bottom of the dialog.
4. Make any changes to the settings.
5. Click Done when finished. The new settings will now be used by InfoShip.
Auto-Increment
Auto-Increment enables a field value to increase by one number every time you ship a box.
This is useful if you need to have a non-duplicating value/number for every shipment. The
USPS manifest mailing feature uses this type of value/number.
Carry-Forward
This repeats the last value you enter for a field, box after box, until you change the value.
Configuring InfoShip
8-8
8-9
Lets go back to our example about Dimensions. Lets say that over 90% of your boxes are one
dimension when they go by air. Instead of having to type in the dimension every time you ship
these boxes, you have several options. You can set up a default value of the box size you
normally use, or you may set this field up to repeat from the previous box, or carry forward with
the box size until you decide to change it, or a combination. Simply select what process best suits
your needs.
Configuring InfoShip
8-10
Configuring InfoShip
8-11
If a button is grayed out, it is not currently available for use. For example, the
Next Package button grayed out indicates that you are viewing the last package
in the shipment.
The standard toolbar buttons, as they appear in order from left to right, are:
Create (Shipment) reset current shipment data to default settings
Load (Shipment Information from Host) execute load scripts for data entered
Rate (Shipment) rate currently entered shipment data, but does not Ship shipment
Ship (Shipment) ship the currently entered shipment data
Void (Shipment) display Void dialog
Weigh (Package on Scale) send weigh command to scale
Examine (Additional Information about Currently Selected Field) displays dialog, such
as Notes, that is attached to the selected field
Consignee Information display Consignee dialog for viewing and editing
Add (Package to Current Shipment) add current package data to current shipment,
prepares system for next package in shipment
Configuring InfoShip
8-12
Remove (Package in Current Shipment) remove the displayed package from the current
shipment
Previous (Package in Current Shipment) display the previously added package to the
current shipment
Next (Package in Current Shipment) display the package that was added next to the
current shipment
Package Contents display the Package Contents dialog
International Dialog display the International dialog for international shipments
Adding a Toolbar Button
1. Select Administration from the Menu Bar.
2. Select Toolbar.
3. Select Modify. The Customize Toolbar dialog appears.
Configuring InfoShip
8-13
10. Click on OK. The icon and description appear in the Buttons list in the Customize
Toolbar dialog.
Configuring InfoShip
8-14
15. Click on OK. The new Toolbar button now appears in the Toolbar in InfoShip.
Configuring InfoShip
8-15
8-16
Routing Groups
Many systems provide a feature often called BestWay or Least Cost Carrier rating. This is where
the rates for a shipment of two or more carrier services are compared and the system selects the
service with the lowest rate. That is as far as most systems go in selecting the best carrier service
for a shipment. InfoShip expands on this concept to provide additional functionality in selecting
a carrier service for a shipment. Some examples of what can be done using Routing Groups are:
Configuring InfoShip
8-17
4. If you want to limit what ZIP Codes are available for this carrier service in this Route Group,
enter a new Start ZIP and End ZIP.
5. If you want to limit what package/shipment weights are available for this carrier service in
this Route Group, enter a new Start Weight and End Weight.
6. Enter a Tolerance percentage if you want this carrier service to be considered if its rate is the
entered percentage higher than the carrier service with the lowest rate in the Routing Group.
7. Select the carrier service from the Service list box.
8. Select the Shipper from the Shipper list box.
9. Click Add. The carrier service appears in the Services Included in This Routing Group list.
10. Repeat steps 4-8 for each carrier service you want to add to the Routing Group.
11. Enter a Group Name. This is the internal name used in scripts for this Routing Group.
Configuring InfoShip
8-18
(Figure 827:
Routing
Group
Added to
Routing
Guide)
Click on the plus (+) sign to the left of the new Routing Groups name and for
each of the carrier services in the Routing Group to view the configuration.
Configuring InfoShip
8-19
15. Click OK. The Routing Guide Configuration dialog closes and the main InfoShip screen
appears. The new Routing Group is now available as a selection in the Service list box.
Configuring Printers
InfoShip uses printer drivers that are defined in Windows. Report printers, such as laser and
inkjet printers, use their supplied drivers. However, thermal printers do not use the
manufacturers supplied driver. A Windows generic printer driver must be installed and the
driver named to that of the thermal printer manufacturers name. For example, the generic printer
driver would be renamed Zebra for a Zebra 203dpi printer. Consult your InfoShip integrator for
details. Once properly named, InfoShip automatically recognizes parallel and any serial printers
that are connected to an internal port as well as network printers.
Configuring InfoShip
8-20
InfoShip supports 300 dpi Zebra (not Eltron) and Datamax thermal label
printers. The printer drivers must be named in the format of: Generic XXX
300dpi without the quotation marks where XXX is the brand of the printer.
(E.g. Generic Zebra 300dpi)
1. To configure InfoShip to recognize serial printers that are attached to a multi-port controller:
2. Select Administration from the Menu bar.
3. Select Printers. The Configure Printers dialog appears with all available printers in the
System Printers list at the top of the screen.
Configuring InfoShip
8-21
5.
6.
7.
8.
9.
Click on the Port Number where the printer is connected to the multi-port controller.
Select the communication Settings to match the printers.
Select the printer from the Printer list.
Repeat steps 4-8 for any additional printers connected to the multi-port controller.
Click on OK when finished. The added printers now appear in the Multi-Port Printers list in
the Configure Printers dialog.
10. Click OK. InfoShip saves the settings.
Configuring a Scale
InfoShip will automatically detects what make of scale is connected once the communication
settings have been configured. To configure the communications for the scale:
1. Select Administration from the Menu bar.
2. Select Scale. The Scale Configuration dialog appears.
Configuring InfoShip
8-22
3. Click on the COM Port number that the scale is connected to the computer. If the scale is
connected to a Multi-Port controller, click on MUP1, and then select MUP1-MUP4 from the
list box depending upon which port of the Multi-Port controller the scale is connected.
4. Select the Communications Settings to match the scale.
5. Make sure that the scale has power.
6. Remove any box that might be on the scale.
7. Click on Tare.
8. Place a box on the scale.
9. Click on Weigh. The package weight should appear to the left of the Weigh and Tare buttons.
If an error occurs, double-check the entered settings and try again.
10. Click OK once communication with the scale is established. The Scale Configuration dialog
exits and InfoShip saves the settings.
3. Click on the COM Port number that the scanner is connected to the computer. If the scanner
is connected to a Multi-Port controller, click on MUP1, and then select MUP1-MUP4 from
the list box depending upon which port of the Multi-Port controller the scanner is connected.
4. Select the Communications Settings to match the scanner.
Configuring InfoShip
8-23
7. Enter the Bar Code Output 1st Position. In other words, enter which character to begin
placing data into InfoShip. The 1st Pos. begins with 0, not 1.
Configuring InfoShip
8-24
13. Click Add below the list window on the right side of the Scanner Templates dialog. The
template description now appears in the list.
14. Repeat steps 4-13 for any additional templates.
To modify an existing bar code template:
1. Click on the template description in the list of templates. The templates characteristics
appear.
2. Make any changes to the template.
3. Click Modify under the list of templates on the right side of the dialog.
8-25
3. Click on the COM Port representing the computers serial port where the multi-port
controller is attached.
4. Select the Communications Settings to match the multi-port controllers.
InfoShips default settings match the Baytech 524A's default settings.
Configuring Documents
InfoShip can print a variety of carrier labels and reports. In order to print, InfoShip must be
configured so each document to be printed is assigned to a printer. InfoShips documents are
listed in three different categories: Package, Shipment, and Report documents.
If a report needs to be distributed to more than one department, the report can
be configured multiple times; once to a printer in each department for
example. When the operator selects the report to print, it is directed to all
printers configured to print the report.
Configuring InfoShip
8-26
To configure a document:
1. Select Administration from the Menu bar.
2. Select Documents. The Documents Configuration dialog appears.
8-27
Changing Profiles
Each workstation can be configured independently in InfoShip. This is useful if specific
workstations process only small package shipments and other workstations process only LTL
shipments for example. It is also useful in the implementation of new functionality for testing
purposes. Configurations for workstations can be stored as profiles in InfoShip. A profile stores
all of the settings made in the Administration Menu, plus the scripts that are assigned. Refer to
the InfoShip Technical User Guide and DMS Client documentation for more on Profiles. To
change to another profile, if another is available, follow these steps:
1. Select Administration from the Menu bar.
2. Select Profile. The Change Profile dialog appears.
3. The Profile currently being used is displayed in bold type near the top of the dialog.
4. Select another profile from the New Profile list box.
5. Click on Change to enable the new profile for this workstation or click on Cancel to exit
without saving any changes. The main InfoShip screen appears; if you changed which profile
the workstation uses, then the workstation is now configured with the new profiles
characteristics.
The names (displayed field prompts) in the InfoShip Display Field Name column of the table
above are the default field prompts in InfoShip. These names can be changed to more meaningful
names that the shipping operators view. See "Change field name - Prompt" under Field Settings
in this section (Configuring InfoShip) of the manual for information on how to change the field
prompts. If any field prompts have been changed, you can scroll through the Available Fields in
the Field Settings dialog which is accessed under the Administration Menu and look for the
Internal Field Name in the window below the Available Fields list to find the correct fields.
The InfoShip PLD reference fields may be displayed for the operator to
manually enter the information. An integrator may also write InfoShip
scripts to populate these fields.
Display Documents
InfoShip includes the ability to display on the screen documents that are printed when a shipment
is shipped. This can be extremely beneficial for support personnel to see labels and documents
exactly as they would be printed if the physical printers were connected. To enable this feature:
1. Select Administration from the Menu bar.
2. Select Display Documents. A checkmark appears to the left of the Display Documents menu
selection indicating it is enabled.
3. Ship a shipment as you normally would do. The image of the document appears.
You can right-click anywhere in the displayed document and select Copy
to copy the image to the Windows clipboard. You can then paste the
image in an email or a document.
Configuring InfoShip
8-29
8-30
Address Validation
InfoShip can provide street-level Address Validation. The street name, street number, city, state,
country, and postal code are validated. Address Validation has the ability to set
Residential/Commercial information in candidate addresses. If the Address Validation process
returned a status of Residential for the requested address, then InfoShip sets the Consignee
Residential Flag to true.
Address Validation in the InfoShip client requires the implementation of business rules and
PropertySets. Address Validation may also be implemented as a black box process where a Host
system sends Address Validation requests through a web service or through a socket connection
to the InfoShip server; InfoShip server responds with an Address Validation response that
contains possible matches. See the InfoShip Technical User Guide for additional information
regarding Address Validation.
Contact CLS for Address Validation implementation assistance.
Configuring InfoShip
8-31
Tables
Multiport Controllers
COD Tag Printers
Report/BOL Printers
In-motion Scales, Fix-mounted Scanners,
and Programmable Logic Controllers
Device Models
NCI 7880, NCI 7820, NCI 7620, Mettler
Toledo 8213, Mettler Toledo PS60, GSE
552, Ohaus, Pennsylvania
Symbol LS3408FZ, Any serial scanner
with configurable communication
parameters
Zebra 140XiII, 105Se, 105SL, Z4Mplus,
Z6000, S600, (or any Zebra model that
supports ZPL II), Datamax Prodigy Max,
Intermec 4440, Sato 8400, Eltron 2044,
Eltron 2348
BayTech 524
Lexmark 2380 Plus, Okidata 520
HP Laser printers, any Windows supported
laser printer
Contact CLS
Services
Worldwide Priority Express
International Document
International Letter
Canada origin: Ground
Canada origin: Express 9:00
Canada origin: Express
12:00
Canada origin: Express
18:00
Canada origin: International
Ground
Canada origin: Express
Worldwide
Canada origin: Express
Worldwide 9:00
Tables
Documents/Files/Comments
Shipping Label
Manifest
Thermal Airwaybill
Electronic Upload File per DHL
specification
9-1
Tables
Services
Canada origin: Express
Worldwide 10:30
Canada origin: Express
Worldwide 12:00
UK origin: Priority 12:00
UK origin: Express 24
UK origin: Express 48
UK origin: Express 24 (to
Northern Ireland)
UK origin: Express 48 (to
Northern Ireland)
UK origin: Express 48 (to
Islands)
UK origin: Priority 10:00
UK origin: @Home 24
UK origin: @Home 48
UK origin: @Home
Catalogue
UK origin: Europack
UK origin: Economy Select
Northern Ireland origin:
Express 24 (Northern Ireland
internal)
Northern Ireland origin:
Express 24 (Northern Ireland
to UK)
Northern Ireland origin:
Express 48 (Northern Ireland
to UK)
FedEx First Overnight
FedEx Priority Overnight
FedEx Standard Overnight
FedEx 2Day
FedEx Express Saver
FedEx 1Day Freight
FedEx 2Day Freight
FedEx 3Day Freight
FedEx Ground
FedEx Home Delivery
FedEx SameDay
FedEx SmartPost (requires
FXRS 11.0.7 or higher for
Documents/Files/Comments
9-2
UPS
Services
IMpb bar code compliance)
(see the table below for
required firmware versions if
using an Eltron printer)
FedEx International Next
Flight
FedEx International First
FedEx International Priority
FedEx International
Economy
FedEx International Priority
Plus
FedEx International Priority
Freight
FedEx International
Economy Freight
FedEx International Priority
DirectDistributionSM
Next Day Air Early AM
Next Day Air
Next Day Air Saver
2nd Day Air AM
2nd Day Air
3 Day Select
Ground
Basic
Standard Canada
Worldwide Express Plus
Worldwide Express
Worldwide Expedited
World Ease support
Canada origin: UPS Express
Early A.M.
Tables
Documents/Files/Comments
9-3
Tables
Services
Canada origin: UPS Express
Canada origin: UPS Express
Saver
Canada origin: UPS
Expedited
Canada origin: UPS Standard
Canada origin: UPS
Economy
Canada origin: UPS
Worldwide Express Plus
Canada origin: UPS
Worldwide Express
Canada origin: UPS
Worldwide Expedited
Canada origin: to USA, UPS
Express Early A.M.
Canada origin: to USA, UPS
Express
Canada origin: to USA, UPS
Next Day Air Saver
Canada origin: to USA, UPS
Expedited
Canada origin: to USA, UPS
3 Day Select
Canada origin: to USA, UPS
Standard
Europe origin: UPS Express
Plus
Europe origin: UPS Express
Europe origin: UPS Express
Saver
Europe origin: UPS
Expedited
Europe origin: UPS Standard
Asian origin: UPS Express
Asian origin: UPS Express
Saver
Asian origin: UPS
Worldwide Express
Asian origin: UPS
Worldwide Express Plus
Asian origin: UPS
Worldwide Express Saver
Asian origin: UPS
Documents/Files/Comments
9-4
Services
Worldwide Expedited
Expedited
Expedited Bound Printed
Matter
Expedited Media Mail
International Priority
Documents/Files/Comments
Shipping Label
Shipment Control Form
PS Form 2976 (CN22 Customs
Declaration)
PS Form 2976A (CP72 Customs
Declaration and Dispatch Note)
International Economy
UPS Supply Chain
Solutions
USPS
Next Day AM
Shipping Label
Next Day PM
2nd Morning
Deferred
Manifest
Shipping Label
MMS Manifest
MMS Mailing Statements
eVS
Shipping Label through
Endicia.com
9-5
Canada Post
Services
Airmail M-bags
Priority Courier
Express Post
Expedited Parcel
Documents/Files/Comments
Shipping Label
Manifest
Electronic Upload File per Canada
Post specification
Regular Parcel
Express Post USA
Commercial Expedited
Parcel USA
Air Parcel International
Surface Parcel International
LTL Carriers
(Implemented in DMS
Engine)
Non-rated
Rated
Thermal Printers for FedEx FSMS (ver. 10.6x and higher) Compatibility
The following printers may be used with FedEx FSMS 11.x and 10.6x to print shipping
labels.
Zebra (ZPL)
Datamax (iClass and ProdigyMax*)
Eltron (EPL; see the table below for firmware requirements for SmartPost)
Sato*
Intermec
Laser
* SmartPost is NOT supported for Datamax ProdigyMax and Sato printers. ProdigyMax is
not capable of printing the necessary font sizes for SmartPost approval. Sato is supported
with FSMS version 11x.
3.21.23
4.00.16
4.01.11
4.00.03
All versions
All versions
All versions
3.16.04
All versions
4.01.11
4.00.15
DHL
FedEx Express
services
FedEx Ground
services
UPS
UPS Mail Innovation
UPS SCS
USPS
Tables
Billing Terms
Prepaid, Bill Recipient, Bill 3rd Party, COD
Prepaid, Freight Collect, Bill 3rd Party (International), COD,
DDP (Delivered Duties Prepaid for International), DDU
(Delivered Duties/Taxes Unpaid for International)
Prepaid, Freight Collect, COD, Bill Recipient, Bill 3rd Party
(Domestic and International), DDP (Delivered Duties Prepaid
for International), DDU (Delivered Duties/Taxes Unpaid for
International)
Prepaid, COD, Freight Collect, Bill Recipient, Bill 3rd Party
Prepaid, Bill 3rd Party (Domestic and International for US
Based Account #), COD, Freight Collect, Consignee Billing,
DDU (Delivered Duties/Taxes Unpaid for International)
Prepaid
Prepaid, Bill Recipient, Bill 3rd Party
Prepaid, COD, DDU (Delivered Duties/Taxes Unpaid for
International)
9-7
10
The hardware and 3rd party software requirements listed below are recommended minimums for
Creative Logistics Solutions InfoShip DMS (Distribution Management System) installations.
Under-powered computers or the use of the incorrect 3rd party software can have a dramatic
performance and reliability impact on the system.
10-1
10-2
High-speed remote access to the system by CLS for support that does not use a modem on
either end. (e.g. VPN, Terminal Services)
InfoShip communicates with FSMS via port 2000; no other software can utilize this port.
Microsoft Windows 7 with latest service pack (requires local administrator privileges)
Microsoft Windows Vista with latest service pack
.NET Framework 4.5.
10-3
11
Troubleshooting
Try This
1) Check the cable from the bar code device
to the computer or multiport controller to
ensure that it is connected properly. 2)
Verify that the communications parameters
for the bar code device in InfoShip match the
settings of the bar code device itself. 3) Scan
a bar code while in the Scanner
Configuration dialog to ensure that data is
reaching InfoShip. 4) Make sure that the bar
code templates defined in InfoShip match the
data from the bar code reader. 5) If
connected to a multiport controller, make
sure that the communications settings are
correct in the Multiport Controller dialog for
the COM port where the scanner is attached.
1) Verify that the bar code templates are
defined correctly. 2) Check for two or more
conflicting bar code templates. If two or
more templates have similar patterns, the
data gets entered into the first template.
1) Check the power to the bar code device.
2) Make sure that the bar code device is
turned on. 3) Make sure the bar code device
is configured to read the particular bar code
type that you are attempting to scan. For
example, make sure that the scanner is
programmed to read Code 128 if the bar code
that you are scanning is Code 128.
Carrier Rating
Problem
No Rate for a Carrier Service
Troubleshooting
Try This
1) Make sure that you entered the following:
a valid Weight, a valid Postal Code, selected
a destination Country ID, set the Terms that
are valid for the carrier service, entered valid
Dimensions, entered a valid Shipdate,
selected a Shipper. Reminder, if you are
shipping on a weekend, many carriers do not
allow shipping on weekends so you may
need to set the Shipdate to a week day (the
11-1
Try This
day you will tender the shipments to the
carrier.)
1) Make sure that the carrier rating
component is running. If using Progistics CS
rating components, an icon for the carrier
appears in the Windows Task Bar. 2) If the
carrier rating component is not running, close
all InfoShip clients, shut down DMS Server
and stop Progistics on the server. Restart
Progistics and DMS Server, then restart
InfoShip clients. 3) If the Progistics carrier
rating component does appear in the
Windows Task List, close and restart
InfoShip client; you should not need to
restart DMS Server and Progistics.
1) Verify that you have entered valid ZIP
code range and weight range for each service
in Routing Group. 2) Individually Rate (F9)
the shipment by each carrier service in the
Routing Group to confirm each services
rates. 3) Use the up and down arrow buttons
in the Routing Group dialog to rearrange the
order of the carrier services. 4) Delete the
Routing Group and re-enter all of the carrier
service information.
Try This
Contact CLS
Contact CLS
Contact CLS
Contact CLS
Error Codes
Error Code
338 (Error Message: Ship
Error: Must equal or exceed
the minimums for Length,
Height, or Length+Girth.)
500 to 600
615 (Error Message: Unable
to initialize application
service. Failed to create
Troubleshooting
Error Type
FedEx FXRS
DMS Vendor Error
DMS Vendor Error
Try This
Verify the package Dimensions
are equal to or exceed FedEx
Express services minimums
of: 7x4x2
Contact CLS
Attempted to initially start
InfoShip without designating
the proper port (default
11-2
Error Type
-2147209202
(GetLocalCache:
Decompress) Access to the
file or folder is denied
-2147209206
(GetLocalCache:
Decompress) Could not
decompress the data. An
error occurred retrieving
resource data from the local
cache.
Try This
is:6000) after the server name.
The server name registry entry
may need to be edited; contact
CLS
Contact CLS
Contact CLS
Contact CLS
InfoShip stores local copies of
all scripts, behaviors, etc. on
the workstation so InfoShip
operates faster. These files are
stored in the file cache.dat.
This error will occur if the
Windows user does not have
full permissions on the
directory where cache.dat is
located. The default directory
for cache.dat is n:\Program
Files\InfoShip where InfoShip
is installed, but can be
modified at installation.
InfoShip stores local copies of
all scripts, behaviors, etc. on
the workstation so InfoShip
operates faster. These files are
stored in the file cache.dat. If
InfoShip has a problem
opening the cache.dat file, it
will report the error. The
problem is usually selfcorrecting--InfoShip just
rebuilds the cache.dat file upon
its next exit.
Label Printer
Problem
No Labels Print
Troubleshooting
Try This
1) Make sure the printer has power. 2) Make
sure the printer cable is properly connected to
the computer or multiport controller. 3)
Make sure the printer has labels. 4) Make
sure that the label is listed as configured and
assigned to the correct printer in the
11-3
Try This
Documents dialog. 5) If connected to a
multiport controller, make sure that the
communications settings are correct in the
Multiport Controller dialog for the COM port
where the printer is attached.
1) Remove the jammed or misfed label(s). 2)
Reprint the label. 3) If printer continues to
misfeed or jam labels, the printer needs to be
serviced.
The document that is attempting to print is
added as a Shipment document, but it should
be a Package document. Remove the
Shipment document and add it as a Package
document under Documents in the
Administration Menu.
Multiport Controller
Problem
Try This
1) Make sure the multiport controller has
power. 2) Make sure the multiport controller
cable is properly connected to the computer.
3) Verify that the settings in the Multiport
Configuration dialog are set correctly. 4)
Click on Check in the Multiport Controller
dialog to confirm communications. 5)
Toggle the power on and off to the multiport
controller and try step 4 again.
Report Printer
Problem
Troubleshooting
Try This
1) Make sure the printer has power. 2) Make
sure the printer cable is properly connected to
the computer. 3) Verify that the printer has a
good paper supply. 4) Make sure that the
report is listed as configured and assigned to
the correct printer in the Documents dialog.
5) If the printer is a network printer, confirm
that the printer is properly shared over the
network.
1) Remove all misfed or jammed paper. 2)
Reprint the report.
11-4
Scale
Problem
No Weight
Bad Weight
Slow Response (10-15 seconds)
from Toledo scale
Try This
1) Make sure the scale has power. 2) Make
sure the scale cable is properly connected to
the computer or multiport controller. 3)
Remove any boxes on the scale, then tare the
scale. Place box back on scale and press
Reweigh.
1) Make sure that the scale is on a stable
surface. 2) Make sure that the sides of the
scale are not touching anything. 3) Remove
any boxes on the scale, then tare the scale.
Place box back on scale and press Reweigh.
4) The scale might need to be calibrated.
Consult a service technician.
Explicitly set the scale mode to Toledo.
System Locked Up
Problem
Workstation Not Responding
Server Not Responding
Try This
Contact CLS
Contact CLS
Closing InfoShip
Problem
Try This
This is a Windows permissions issue and not
an issue with InfoShip. The user that is
The following message appears in a
logged into Windows does not have
dialog when closing InfoShip
permission to write to the InfoShip program
"InfoShip: System Stop {Set Local
Cache (Compress)} Access to the file or directory. Give all users full permissions in
Windows to the InfoShip program directory.
folder denied."
Troubleshooting
11-5
Troubleshooting
11-6