Add a Profile

You can create a profile using the Profile Editor and then assign the profile to one or more shippers and customers.

Important Tip: This procedure discusses how to add a profile using the Profile Editor. After you add a profile, you can assign it to a customer or shipper. See Assign a Profile to a Shipper or Customer.

To add a profile:

1. On the Tools menu, click Profile Editor. The Profile Editor window replaces the Shipping window. The Profile Editor window looks like the Shipping window, but a closer look reveals a few differences.

2. On the left side of the window:

• Type a unique name, up to 35 alphanumeric characters, in the Profile Name box.
  
  Tip: If you want to assign a profile to a shipper, click the Shippers button. The Shipper Profiles window appears. See Assign a Profile to a Shipper using the Profile Editor.

• Select the Residential check box if the packages sent are to be delivered to a residential location in the United States or Puerto Rico. Clear this check box if the packages are to be delivered to a commercial location in the United States or Puerto Rico. Your choice appears as the default in the Residential check box on the Ship to tab.
  
  Tips:

• This check box is shown only on the Ship To tab; it is not shown on the Pickup From tab or on the Ship To tab for addresses outside the United States.

• Only affects new addresses typed in the Shipping window. If you select a name in the Company or Name box, the Address Book entry overrides the profile entry.

• Click the down arrow in the Ship From Country/Territory box and select a Ship From country or territory for the profile. Your choice appears as the default in the Country box on the Ship From tab in the Shipping window.

• Click the down arrow in the Ship To Country/Territory box and select a Ship To country or territory for the profile. Your choice appears as the default in the Country box on the Ship To tab in the Shipping window.

• Click 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.

• Click the down arrow in the Alternate 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.

• Click the down arrow in the Tab Order box and select the preferred tabbing order.
  
  Tip: If you want to add or modify a tab order, click the Editor button. The Tab Order Editor window appears. See About the Tab Order Editor and Use a Tab Order to Speed Up Processing.

• Click the down arrow in the Required Field Set box and select the preferred required field set.
  
  Tip: If you want to add or modify a required field set, click the Editor button. The Required Field Set Editor window appears. See About the Required Field Editor and Use a Required Field Set to Make Fields Required.

• Click the Select Custom Label button to display the Select Custom Label window and select which custom consignee and doc labels to print when using this profile. See Select Custom Consignee and Doc Labels.

3. 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.
  
  Tip:  Subsequent windows may also appear for you to enter more preferred values depending on your choices (such as Dry Ice, Quantum View Notify on the Options tab).

• All the fields shown on the Customs Documentation tab; however, note the following on this tab:

• The fields are shown on the Invoice, Customs Value, SED/EEI, CO, and NAFTA subtabs. Your choices appear as the defaults in the corresponding fields in the Shipping window.

• The Create an Invoice check box is selected and inactive if the shipper has a Paperless documentation contract and the following conditions are met: International and transborder (not domestic) forward small package shipment, nondocument shipment, non-Return Services option shipment, and non-transborder Goods In Free Circulation shipment.

• The Additional Documents check box is selected and inactive for all UPS World Ease shipments.

• The fields shown in the Goods grid. Your choices appear as the defaults in the corresponding fields in the Shipping window.

4. 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.

• If you want to base a new profile on an existing profile (including the UPS profile):

• Click the down arrow in the Profile Name box and select that profile name.  

• Modify the required fields.

• Type a new name in the Profile Name box.

• Click the Save button.

Your new profile is saved without changing the profile on which it was based.

• A message appears if you try to modify and save an existing profile or if you try to save a new profile using an existing profile name.

• The UPS profile is predefined and cannot be modified and saved using the predefined name. A message appears if you try to save this profile.

• If you work in a workgroup environment, see Profile Editor Rules in a Workgroup Environment.