Set up Shipping Defaults / Profiles
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Why wasn't my package delivered in three days, as indicated?
"Three days" means three business days. Please note that the UPS Time in Transit Guarantee applies only to business days...
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A profile is a saved collection of predefined preferences, including various service options, package options, shipment options, and reference numbers. Use the Profile Editor to add, delete, and modify profiles.
If you do not assign a profile to a shipper, UPS WorldShip assigns the UPS Profile. The UPS Profile is a default profile packaged with the application that is assigned to a shipper or customer if one is not assigned. Using the profile editor, you can view this profile, but you cannot delete or modify it.
After you create a profile, you can:
- Select a particular profile from the Profile box in the Shipping window.
- Use the Profile Editor or the Shipper Editor to assign a particular profile to a shipper.
- Use the Address Book Editor to assign a particular profile to a customer.
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On the Tools menu, click Profile Editor. The Profile Editor window replaces the Shipping window. Note that even though it is similar to the Shipping window, the Profile Editor window is different.
On the left side of the Profile Editor window:
- Type a unique name, up to 35 alphanumeric characters, in the Profile Name box. If you want to assign a profile to a shipper, select the Shippers button. The Shipper Profiles window appears.
- Select the Residential Address check box if the packages sent using the profile are to be delivered to a domestic residential location. Clear this check box if the packages are to be delivered to a domestic commercial location. Your choice will appear as the default in the Residential Address check box on the Ship To tab for domestic shipments; it is not shown on the Pickup From tab or on the Ship To tab for international shipments.
- Select the down arrow in the Country box and select a Ship To country for the profile. Your choice will appear as the default in the Country box on the Ship To tab in the Shipping window.
- Select the down arrow in the Preferred Domestic Service box and select the service for the profile. Depending on the Ship To country, your choice will appear as the default in the UPS Service box on the Service tab in the Shipping window.
- Select the down arrow in the Preferred International Service box and select the service for the profile. Depending on the Ship To country, your choice will appear as the default in the UPS Service box on the Service tab in the Shipping window.
- Select the down arrow in the Tab Order box and select the preferred tabbing order for the profile. If you want to add or modify a tab order, click the "Editors" button. The Tab Order Editor window appears.
- Select the down arrow in the Required Field Set box and select the preferred required field set for the profile. If you want to add or modify a required field set, select the "Editors" button. The Required Field Set Editor window appears.
On the right side of the Profile Editor window, select the preferred values for:
- All the fields shown on the Service, Options, Detail, Reference, and Documents tabs. On the Documents tab, the fields are shown on the Invoice, Customs Value, SED, CO, and NAFTA subtabs. Your choices will appear as the defaults in the corresponding fields in the Shipping window. Subsequent windows may also appear for you to enter more preferred values depending on your choices (such as Quantum View Notify on the Options tab).
- All the fields shown in the Goods window. These fields are shown on the Good - Invoice, Good - SED, Good - CO, and Good - NAFTA subtabs. Your choices will appear as the defaults in the corresponding fields in the Goods window.
- Click the Save Profile button. UPS WorldShip validates the new profile information. If the validation is successful, the information is saved. If the validation is not successful, WorldShip displays a message showing which entry you must change.
Notes:
- No fields are required for a profile. The fields in blue are required only when the profile is used for shipping.
- The Create Shipment command on the Activities menu remains active in the Profile Editor window.
- The Shipment Navigation Bar remains active in the Profile Editor window, and you can create multi-piece shipment information for a profile.
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- On the Tools menu, select Profile Editor. The Profile Editor window replaces the Shipping window. Note that even though it is similar to the Shipping window, the Profile Editor window is different.
- On the left side of the Profile Editor window, select the down arrow in the Profile Name box and select the name of the profile you want to modify. (The list is alphabetical.) The preferences associated with the profile display.
- Make the modifications.
- Select the Save Profile button. UPS WorldShip validates the profile information. If the validation is successful, the information is saved. If the validation is not successful, WorldShip displays a message showing which entry must be changed.
Note: If you modify a profile that is assigned to a shipper or customer that has a shipment in progress, the modified profile information will not display in the Shipping window until after the shipment is processed.
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- On the Tools menu, select Profile Editor. The Profile Editor window replaces the Shipping window. Note that even though it is similar to the Shipping window, the Profile Editor window is different.
- On the left side of the Profile Editor window, select the down arrow in the Profile Name box and select the name of the profile you want to delete. (The list is alphabetical.) The preferences associated with the profile appear.
- Select the Delete Profile button. A message prompts you to confirm the deletion. If you delete a profile assigned to a shipper, the shipper will be assigned the UPS standard profile values. If you delete a profile assigned to a customer, the Profile box in the Address Book Editor for that customer will be changed to (No Profile).
- Select the Yes button to continue the deletion or the No button to cancel the deletion.
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On the Tools menu, select Profile Editor.
- Select the Freight checkbox.
On the left side of the window:
- Type a unique name, up to 35 alphanumeric characters, in the Profile Name box.
- Select the Residential check box if the packages sent are to be delivered to a residential location in the United States, Puerto Rico, Mexico, or Canada.
- Select the down arrow in the Ship From Country/Territory box and select a Ship From country or territory for the profile.
- Select the down arrow in the Ship To Country/Territory box and select a Ship To country or territory for the profile.
- Select the down arrow in the Preferred Service box and select the service for the profile. Depending on the Ship To country, your choice appears as the default in the UPS Service box on the Service tab in the Shipping window.
On the right side of the Profile Editor window:
- Select the preferred values for: All the fields shown on the Service, Options, Detail, and Reference tabs.
Note: No fields are required for a profile. The fields in blue are required only when the profile is used for shipping.
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To change your profile from UPS Standard to a profile you created, follow these steps:
- On the Tools menu, select Shipper Editor. The Shipper Editor window will appear.
- To modify a shipper, select the shipper under Existing Shipper Numbers and select the Modify button. The Modify Shipper window will appear.
- Select the Preferences tab.
- Select the down arrow in the Profile box and then select a profile.
- When you are finished, select the OK button.
- Select the Close button to close the Shipper Editor window.
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If the status of a shipper is Rejected in the Shipper Editor window, you can delete it from the Existing Shipper Numbers list.
Note: You cannot delete a shipper with an Approved or a Pending status.
To delete a rejected shipper, follow these steps:
- On the Tools menu, select Shipper Editor. The Shipper Editor window appears.
- Under Existing Shipper Numbers, select the rejected shipper you want to delete.
- Select the Delete button. A message asks you to confirm the deletion.
- Select the Yes button to continue the deletion.
- When you are finished, select the Close button.
Workaround:
If you are using multiple shipper numbers and all of the shipper numbers have a status of either Approved or Pending, you can change the active shipper on your system by following these steps:
- On the Tools menu, select Shipper Editor. The Shipper Editor window appears.
- Under Existing Shipper Numbers, select the shipper that you want to make the active shipper.
- Select the Set Active Shipper button. The new active shipper now has a green circle icon next to the shipper number.
- When you are finished, select the Close button.
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How do I set defaults / profiles for common shipping tasks?