March 2008 Contacts Cathy Hammond Sr. Account Mgr. 713-443-9786 Reyes Garcia Customer Solutions 832-633-0964 Verna Molandes Administrator 281-847-6769 UPS Preferred Customer Service UPS - Confidential 800-377-4877 * Package Tracking, ETC 2 Contents • UPS CampusShip – Set Up – Shipping – Administrative UPS - Confidential 3 UPS CampusShip UPS - Confidential 4 What Is UPS CampusShip? An easy-to-use Web-based shipping system that enables multiple users within Allied Home Mortgage to ship packages from any computer connected to the Internet without the need for mailroom processing or handwritten airbills. UPS - Confidential 5 How Does UPS CampusShip Help My Department? • Streamline the allocation of shipping charges by capturing Allied’s Branch Number at the time the package is shipped • Provide better service to your customers or clients with address validation, proactive e-mail notification and package tracking UPS - Confidential 6 CampusShip Set Up How to Get Set Up You will receive two e-mails: • An e-mail with your User ID and the Web address to access the site • An e-mail with your temporary Password TIP: Save this e-mail and write down your User ID. TIP: Bookmark or write down your company’s CampusShip Web address. NOTE: Your User ID and Password are case-sensitive and must be entered exactly as they appear. UPS - Confidential 8 Who Is My Company’s Administrator? Dear TEMP TRAINING: Welcome to UPS CampusShip(TM). To access your new web-based shipping system, please visit: www.CampusShip.ups.com/allied . To begin shipping, you will need to enter your User Name (ID) and Password. • Your Welcome E-mail will also provide you with the name, e-mail and phone number of your administrator. Your *temporary password is: hKmH3p *Please Note: Upon initial login, you will be required to change your password. Your User Name (ID) and Password are case sensitive. If you have any questions, please contact your Company Administrator. Company Contact: Administrator Phone: ###-###-#### E-mail: email@example.com Allied Home Mortgage Contact Thank you and enjoy UPS CampusShip. Please do not reply directly to this e-mail. UPS will not receive any reply message. For questions or comments, contact your UPS CampusShip Company Administrator. UPS - Confidential 9 Login # Input Employee “User ID” “Copy & Paste” Password “Click” Log In Using the Web address provided in your “Welcome to UPS CampusShip” e-mail, access your CampusShip site. The initial Login screen will appear. Enter your User ID and temporary Password and click the Log In button. Optional Step: To change the language on the login page, choose from the Languages drop-down menu, then select the blue arrow. UPS - Confidential 10 Login Input “New Password” “Click” Update • The Update Profile screen will appear when you log on the first time. It prompts you to change your temporary Password to a Password of your choice. • Select the Update button. You are now ready to begin using UPS CampusShip. UPS - Confidential 11 CampusShip Shipping Screen (Home Page) “Click” My Settings When you log in, you will be taken to the shipping screen. To update your personal information and access address books, select the My Settings button on the top, right side of the tool bar. UPS - Confidential 12 My Settings 1 3 2 After selecting My Settings on the tool bar, you can select the appropriate link to edit user profile, change password, and create and search address books. UPS - Confidential 13 #1 Edit User Profile Verify Information “Click” Update By selecting the Edit User Profile link on the My Settings screen, you can update your user name, e-mail, and phone and fax numbers. UPS - Confidential 14 #2 My UPS Address Book “Click” Create New Address From My Settings, you can create, search and import address books, or add to your My UPS Address Book. UPS - Confidential 15 #2 Create New Address & Ship From Address Complete all fields (Bold fields are required) “Check” Box “Click” Create UPS - Confidential 16 #3 Edit Shipping Preferences Select “Service Level” Select “Most used Packaging” Select “Your Address” Select “Your Address” Verify Branch Number UPS - Confidential 17 #3 Edit Shipping Preferences (Con’t) firstname.lastname@example.org Select QVN Options UPS - Confidential 18 #3 Edit Shipping Preferences (Con’t) If you want a Receipt “Check” Box If you want to automatically add addresses to your address book “Check” Box “Click” Update UPS - Confidential 19 CampusShip Shipping Shipping 4 easy steps to get you shipping with UPS CampusShip: 1. 2. 3. 4. Address — Who are you sending the package to? Service Options — When do you want to get it there? Branch Number — What department should be charged? Additional Services — Do you need email notification sent to your customer? Note: For detailed instructions, select the Help link in the left-side navigation or see the Shipping Quick Start Guide. UPS - Confidential 21 Address “Select” or Enter “New Address” After logging in, you will automatically be taken to the Shipping screen. Select an address from: • Your My UPS Address Book • Or, select the Enter New Address link. UPS - Confidential 22 Enter New Address • When you select the Enter New Address link, a popup window will appear. Key in the address. • To save the new address, select Save as New Entry (in drop-down) from My UPS Address Book Options. Make sure to record a “nickname” for this entry. Enter new address • Then, select the Update button. Save new address (include “nickname”) “Click” Update UPS - Confidential 23 Shipment Information — Service Level • In the Shipment Information section, enter the appropriate service level detail. “Select” Service Level and Packaging UPS - Confidential 24 Shipment Information — Additional Services • In the Shipment Information section, you can also choose from several additional features. • Select the Add Shipping Options button (lower left). “Click” Preview Shipme nt “Click” for Additional Options UPS - Confidential “Clic k” to ship Now NOTE: Service options may vary based on the shipping privileges your administrator has selected. 25 Shipping Options “Click” to view Guaranteed Delivery Time This is the Add Shipping Options screen. It allows you to select: email@example.com Add additional email addresses for e-mail notifications • Quantum View NotifySM – Ship Notification – Exception Notification – Delivery Notification • Calculate Delivery Time “Input” a message UPS - Confidential 26 Shipping Options (cont’d) Package information will carry over from Main Shipping screen. Payment Method will automatically default to the appropriate account number. UPS - Confidential “Click” to Preview Info. “Click” Ship Now 27 Preview Shipment “Click” Edit to make any changes • When you select the Preview Shipment button, this screen will appear. Review shipment detail for accuracy. • To make address or service changes, select the appropriate Edit links. • To process the shipment, select the Ship Now button. • To cancel the shipment, select the Cancel Shipment button. “Click” Ship Now UPS - Confidential 28 Complete Shipment • This screen appears when you select the Ship Now button. • Your shipping label will be sent directly to your printer. • To void shipment, select the Void Shipment button. “Click” if you want a Receipt “Click” if you want Void Shipment “Click” View/Print “Click” if you want to print a Return Label UPS - Confidential 29 Shipping Label • Follow the instructions on the label to complete the shipment. • Take your package to the UPS drop-off within MD Anderson. • Or, to find a drop-off location near you: • Select the “Resources” tab • Then select the UPS Locations link UPS - Confidential 30 View History or Void Shipment “Click” to View History or Void a Shipment UPS - Confidential 31 Tracking and Voiding Tracking and voiding shipments are easy with UPS CampusShip. No need to write down numbers; it’s all right at your fingertips. Time Period • Select the View History or Void Shipment link on the left-side navigation of the CampusShip screen and select the OK button. Select appropriate Category “Check” • To Track: – Select the box next to the shipment(s) you wish to track and then select the Track button. Box UPS - Confidential 32 Tracking and Voiding (cont’d) • To Void: – Select box next to the shipment you wish to void and then select the Void Shipment button. – Select the OK button to void the shipment or the Cancel button to quit. – An X will appear next to the voided shipment. “Click” Void Shipment “Check” Box TIP: You may void shipments within 24 hours of processing, if UPS has not picked up the package. UPS - Confidential 33 Help • Select the Help link from the left-side navigation of the CampusShip screen. • Or, see the Shipping Quick Start Guide under Downloads in the Help menu. • Or, call your UPS CampusShip Administrator. UPS - Confidential 34 Questions? © Copyright 2004 United Parcel Service of America, Inc. UPS, the UPS brandmark, and the color brown are trademarks of United Parcel Service of America, Inc. All rights reserved. July 2004 release.