EasyShip Quick Reference Guide

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dy for your Courier............................................................... 13

re your Packages are Ready to Ship....................................... 13

the End of Day Manifest ........................................................ 13

the Shipment Summary and Detailed Driver’s Manifest ..... 13

o Common EasyShip Questions

I Send a Shipment Advisory? .............................................. 14

I Import Shipment Data? .................................................... 14

use the EasyShip Commercial Invoice? ................................ 14

asyShip Notify DHL to Pick Up my Shipments? .................. 14

I Run a Report? .................................................................... 14

can I find detailed EasyShip procedures? ............................. 14

n I Learn EasyShip Basic Procedures? .................................. 14

an I Void a Shipment?............................................................ 15

o I Do If I Am Invoiced For a Shipment I Voided Or Did d? ........................................................................................... 15

le of Contents (continued...)

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ne Helpecommends you access EasyShip Help if you have any ut the use of EasyShip.

tem provides comprehensive procedural information on all syShip functionality.

system, press F1 or use the Help menu. With the Help you can:

Contents tab to access the EasyShip Help table of

Index to access Help content by key word.

Search tab to locate information by specific .

pics using the Help viewer Print button.

asyShip Tutorial to learn more about specific features.

The DHL Service Deskcient means of getting EasyShip assistance is to access the If you do encounter a problem that cannot be solved by ip's online Help, or for information regarding processing lease call the EasyShip Service Desk at 1 (800) 527-7298.

Log

Logging On/Help

AND LOG ON TO EASYSHIP

n the Windows desktop, click the EasyShip shortcut .

er a few moments, you are prompted to log on to EasyShip.

ter your Username and Password, and then click Login.

Username: easyship

Password: admin

S THE EASYSHIP TUTORIAL

Windows desktop, click the EasyShip Tutorial shortcut

Ship Help.

GET HELP.

Access OnliDHL highly rquestions abo

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ging On / Getting Help

4

To sort the consignee address book list for quicker searching, a column heading. The list will sort in ascending and nding order based on your column selection.

and simultaneously save a new consignee to your consignee ss book. To do so:

pe a new consignee Code, press TAB, and then click s on the confirmation message to add a new nsignee.

ter all pertinent information on the New Con-nee Form and then click OK.

consignee information on the form without providing a . The consignee information will not be saved to your gnee address book for future use.

ur customs information.

ur shipment information.

e shipment piece detail, including weight, either y or by reading the scale. If entering multiple pieces:

New to add each additional piece.

he up and down arrow keys to review detail of each piece.

or more of the following:

mplete a Commercial Invoice, go to page 8.

mplete or file the EEI, go to Step 8 below.

Shipments

ip can create dutiable and non-dutiable shipments. Dutiable nts will require a Commercial Invoice (CI) and may also require an nic Export Information (EEI) if certain conditions are met.

EasyShip Help (from the Help menu) for full information on:

ties and Taxes

I requirements

eld information

S Filing Requirements

ther Export Paperwork such as NAFTA Certificate of rigin

E AN INTERNATIONAL SHIPMENT

n the EasyShip toolbar, click —OR— on the task launcher, ck New International Shipment.

ick the Shipper tab and make certain the correct shipper formation is shown.

ick the Consignee tab and supply recipient information using one of the following methods:

Type the consignee Code, if known.

Click consignee lookup to access the consignee address book. Review the address book and double-click the appropriate consignee.

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w the print dialog to ensure the proper type and quantity of rt documents are selected, and then click Print.

ocess and print labels for a shipment that has a SELF-FILED

click † on the EasyShip toolbar, review the print dialog to e the proper type and quantity of export documents are

ted, and then click Print.

ve the shipment, click on the EasyShip toolbar. After you he shipment, you can exit EasyShip or go on to other hip tasks.

lete the shipment, close the shipment window and then click n the “Do you want to save?” confirmation dialog.

click to print shipment labels.

Shipments

If neither a Commercial Invoice or EEI are required, go to Step 9 below.

your shipment requires an EEI:

a. Indicate how your EEI is to be filed with AES (Automated Export System). (See “Selecting Your AES Filing Option” on page 10.)

b. Complete the EEI form if necessary. (See “Complete the Electronic Export Information (EEI)” on page 9).

one of the following:

To process and print labels for a shipment WITHOUT AN EEI,

click † on the EasyShip toolbar, review the print dialog to ensure the proper type and quantity of export documents are selected, and then click Print.

To process and print labels for a shipment WITH AN EEI that is being filed via WebLink, see “Process & Print Shipments Being Filed via WebLink” on page 6.

To process and print labels for a shipment WITH AN EEI that is being filed by DHL, see “Process & Print Shipments Being Filed by DHL” on page 7. (Note: An additional fee is applied for this service.)

To process and print labels for a shipment that is EXEMPT from

EEI filing requirements, click † on the EasyShip toolbar,

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EEI, ensurselec

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† You can also

rnational Shipments (continued...)

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u receive email from AES containing the ITN* for ment, go to your Pending ITN list, open the t, and change the EEI filing status to Self-File.

(Internal Transaction Number) is a unique transaction number provided by AES indicating it has accepted your t.

to process and print your shipment documents.

Shipments

s & Print Shipments Being Filed via WebLink

ick on the EasyShip toolbar, review the print dialog to ensure e proper type and quantity of export documents are selected, and en click Print.

ter a few moments, a window appears displaying the AES ebLink access page.

ick Submit EEI on the WebLink access page. Your EEI ta will be submitted to AES via WebLink and your ipment will be saved to your shipment history with the tus of “Pending”.

n the AES Direct login dialog, enter your username and ssword and then click OK.

llow the AES Direct instructions to complete the filing.

6. When yothe shipshipmen

*The ITNreferenceshipmen

7. Click PORTANT:

• If your network uses a proxy server, your proxy server settings must be properly configured to access WebLink (www.aesdirect.gov).

• If your browser contains a pop-up blocker, the blocker must be configured to allow pop-ups from the AES WebLink web site. For more information, refer to your browser's online Help.

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check to see if the ITN has been received and the ipment is ready to print do either one of the follow-g:

• When the shipment update message appears, click OK and access your shipment(s) from the Shipment Pending ITN window.

• On the EasyShip Tools menu, click Show Pending ITN and access your shipment(s) from the Shipment Pending ITN window.

Shipments

s & Print Shipments Being Filed by DHL

ick on the EasyShip toolbar, review the print dialog to ensure e proper type and quantity of export documents are selected, and en click Print.

message appears, indicating that EasyShip can only print e shipment documents after the ITN has been received. te: Acquisition of the ITN can take several minutes.

ick OK to dismiss the message, and then do one of the llowing:

Wait for ITN acquisition. EasyShip will display a shipment update message when the ITN is received. When this occurs:

a. Click OK on the message. The Shipments Pending ITN window appears.

b. Double-click the shipment you want to print.

c. Click on the EasyShip toolbar.

d. Review the print dialog to ensure the proper type and quantity of export documents are selected, and then click Print.

Save the shipment and print your documents later. To do so:

a. Click to close and save the shipment. You can now go about performing other EasyShip tasks.

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and simultaneously save a new commodity item to your tory list. To do so:

pe a new Item Code and press TAB.

ick Yes on the confirmation message to add a new mmodity item.

ter all pertinent field information on the Edit ventory Item form and then click OK.

ter the Quantity, confirm the Unit Value and then ck OK.

teps 2-3 as necessary.

hip Help (from the Help menu or by pressing F1) for full on international shipment creation, including export on, AES filing, and shipment processing procedures.

Shipments

LETE THE COMMERCIAL INVOICE TAB

ick the Commercial Invoice (CI) tab and complete information in e header area of the form.

ght-click in the lower, commodity area of the form, and en select Add Line Item from the shortcut menu.

ter the line item commodity information using one of e following methods:

Type the Item Code, if known.

Click Item lookup to access the CI inventory list. Review the list and double-click the appropriate commodity item.

Enter commodity information on the form without providing a Code. The item information will not be saved to your inventory list for future use.

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Available to approved exporters only. It allows the approved rter to send the shipment without pre-departure notification S. Full post-departure information must be reported within orking days from the date of exportation.

of the following:

selected AES Filing Option 2, enter your ITN* and then OK.

ITN (Internal Transaction Number) is a unique transaction nce number provided by AES indicating it has accepted your ent.

selected AES Filing Option 4, enter your EIN (IRS loyer Identification Number) and then click OK.

, but Need Port of Export & Carrier Info

filing with AES but need to acquire Port of Export and mation, do the following:

t Info located within the EEI filing option area of the shipment form. After a few moments the Port of Export

rier Information appear.

e Port of Export and Carrier information into AES

reparation)

Shipments

TING YOUR AES FILING OPTION

shipment requires an EEI, you must indicate how the declaration filed with AES (Automated Export System). lowing options are available:

lf file.

lf file via AES Direct, but need to acquire the Port of port and Carrier information.

lf-file via WebLink.

ipment exempt from EEI requirements.

L to file the EEI. (Additional charges may apply.)

le

re filing the EEI yourself, you must provide DHL with your AES ption as well as your ITN (Internal Transaction Number). o:

ick the I want to self file selection button located within the EEI ing option area of the EasyShip shipment form.

n the Self File dialog, select one of the two possible AES ing options:

2 — Requires full pre-departure transmission and is the basic way of reporting export shipments in AES.

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via WebLinke WebLink selection button located within the EEI filing rea of the EasyShip shipment form.

te data entry on the EEI form and then click OK to form.

xempt from EEI Filing Requirementshipment is exempt from EEI filing requirements, click the on selection button located within the EEI filing option area asyShip shipment form.

xempt from EEI dialog, select the Foreign Trade al Regulation number under which your shipment t.

EEIe DHL filing agent selection button located within the EEI tion area of the EasyShip shipment form.

te data entry on the EEI form and then click OK to form.

Shipments

nce you receive your ITN back from AES Direct, click the ant to self file selection button located within the EEI

ing option area of the EasyShip shipment form.

n the Self File dialog, select one of the two possible AES ing options:

2 — Requires full pre-departure transmission and is the basic way of reporting export shipments in AES.

4 — Available to approved exporters only. It allows the approved exporter to send the shipment without pre-departure notification to AES. Full post-departure information must be reported within ten working days from the date of exportation.

one of the following:

If you selected AES Filing Option 2, enter your ITN* and then click OK.

*The ITN (Internal Transaction Number) is a unique transaction reference number provided by AES indicating it has accepted your shipment.

If you selected AES Filing Option 4, enter your EIN (IRS Employer Identification Number) and then click OK.

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Tracking

PMENTS BY REFERENCE

asyShip Tools menu or task launcher, click Track by ce.

rack/Trace window, select Track by Reference and e Reference you want to track.

hen tracking Waybills not produced on EasyShip, you must account number for the shipment.

lly select a delivery date range.

ack.

PMENTS IN YOUR HISTORY LIST

asyShip Tools menu, click Shipment History —OR— on launcher, click History of Shipments.

eader area of the Shipment History window, select criteria and then click Apply Filters.

ents meeting your criteria are displayed.

ick the shipment you want to track and then select n the shortcut menu.

ENT TRACKING

ip provides access to all tracking functionality. You can track by l number, by shipment reference, or by selecting and tracking nts in your shipment history. Access EasyShip Help for full ation on tracking.

ww is DHL’s newest online service giving you total visibility to all ipments. It’s easy to use and accessible anywhere and anytime.

w provides email notification and text messages when shipments ed up, delivered, and more. This means you’re always in the know, r you’re in the office or on the go.

ttp://www.dhl-usa.com to register and use ProView.

SHIPMENTS BY WAYBILL NUMBER

n the EasyShip Tools menu, click Track by Number/Trace —OR— the task launcher, click Track by Number.

the Waybill box, type one or more Waybill numbers.

te: Only one Waybill number can be entered per line.

ick Track.

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13

Manifest

ipment Summary and Detailed Driver’s Manifest

all copies of the Shipment Summary and Detailed Driver’s e complete copy of each report is for your records, and two report are for DHL.

HL Courier arrives, he or she will:

pare your packages against the Detailed Driver’s Manifest.

and date the Shipment Summary and the Detailed Driver’s fest, notating any discrepancies between your shipments and etailed manifest.

you need to process more packages after running the End-fest, you can run a second End of Day Manifest before your off time. Remember to give your DHL Courier copies of anifests.

EADY FOR YOUR COURIER

day activities are simple procedures you should follow to ready ckages for your DHL Courier Pickup:

your Packages are Ready to Ship Each package should have a label attached.

Proper export documentation must accompany all dutiable (nondoc) shipments.

e End of Day Manifestn the EasyShip Actions menu, click Start End of Day.

n the End of Day dialog:

Enter or select the number of manifest copies required.

If this is the final manifest of the day, select the check box.

Click Start.

The Shipment Summary report and Detailed Driver’s Manifest reports print out.

Sign the Sh

Sign and dateManifest. Oncopies of each

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14

Common Questions

RUN A REPORT?

vides a number of standardized reports that can help you of your shipping activity and costs. To run a report:

eports menu, select a report.

he report date range by selecting beginning and end

nish.

rt is displayed in a preview window.

information on reports, including instructions to print and data, refer to EasyShip Help.

N I FIND DETAILED EASYSHIP PROCEDURES?

menu or press F1. The EasyShip Help system details vering all EasyShip functionality.

I LEARN EASYSHIP BASIC PROCEDURES?

asyShip Tutorial. To access the tutorial, click the EasyShip tcut on your desktop or from EasyShip Help.

DO I SEND A SHIPMENT ADVISORY?

reating a shipment, make sure to select the Send Email ation check box and enter your consignee’s email address. The ox and email field are located on the Consignee tab. When you run anifest, the shipment advisory will process automatically.

DO I IMPORT SHIPMENT DATA?

Tools menu, click Launch Import Utility. Full information on ing shipment data is detailed in the EasyShip Help under the “Importing & Exporting EasyShip Data”.

I USE THE EASYSHIP COMMERCIAL INVOICE?

can use a Commercial Invoice produced by EasyShip or one ed by your company, as long as all required information is d on the invoice.

EASYSHIP NOTIFY DHL TO PICK UP MY SHIPMENTS?

r courier pick up schedule is arranged at the time you open your count. If you require an extra pickup, call your local DHL office or ALL-DHL.

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15

Common Questions

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CAN I VOID A SHIPMENT?

bills printed by DHL shipment automation tools* are invoiced, hey are properly voided. Each system has unique voiding processes e frames that must be followed to prevent billing for shipments not sent. Please refer to the shipment voiding procedures below to EasyShip Professional. For immediate technical assistance, all 1-800-527-7298.

a shipment in EasyShip Professional, do one of the following:

pen the shipment, and on the Edit menu, click Void.

the Shipment History list, right-click a shipment that has tatus of Shipped, and then select Void on the shortcut enu.

ip®, CorporateShip®, EasyShip® Connect, EasyShip® Professional, ip® Professional Plus and EasyShip® Enterprise

DO I DO IF I AM INVOICED FOR A SHIPMENT I D OR DID NOT SEND?

vent that you are invoiced for a shipment that was not sent or please contact the DHL Customer Finance Support Center at 1-800-CALL DHL (225-5345).

wers to Common EasyShip Questions (contin

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