User Guide
Contents
1. 2014 United Parcel Service of America Inc All rights reserved Quantum View Manage User Guide Overview cont Preferences Preferences save you time by enabling you to define how you generally want your shipment information to be displayed Click the Preferences button to manage your settings Default tab You may be enrolled to use up to five tabs You may select one as the tab you wish to be first displayed each time you log in Default view Within each tab you may have multiple views You may select one as the view you wish to be displayed first each time you visit that tab Or select My View from Last Time to display the view as it was the previous time you used Quantum View Manage Number of days available for display Choose the period of time to be used as the default date range for each tab Default time zone Select the time zone in which you generally use Quantum View Manage e Display weight as Users enrolled for the Inbound tab may select whether their Summary of Inbound Shipments should display the weight of expected deliveries if pounds or kilograms 2014 United Parcel Service of America Inc All rights reserved Quantum View Manage Preferences Default Tab Combined Outbound Inbound Third Party Imports Default View for If you would like Quantum View Manage to automatically remember any changes you have made to your display choose My View From Last Ti2. A fee for each disc may be applied to your account to cover processing and shipping the discs e You may request discs for imports during the previous five years 60 months e Processing and delivery time will vary based on the date range of your request and the number of images associated with those imports All discs are encrypted for your security A user code and password assigned to the encrypted disc are required in order to access any of the disc contents the document images Once your request is processed the user code and password are emailed to the address you provide in your request e The disc contents cannot be accessed with your Quantum View Manage ID and password only the user code and password assigned to the disc itself will permit access If you are unable to locate the user code and password for a disc contact the Quantum View support team by sending an email to the address printed on the disc and including the Request Number which is also printed on the disc 2014 United Parcel Service of America Inc All rights reserved Upload product catalog Upload a product catalogue file to assist UPS in correctly classifying your imported goods Please keep in mind the following information applicable to all uploads Be sure the contact details on the upload form are correct UPS Brokerage will contact you if there are issues with the uploaded product catalogue Be sure to specify the correct
3. In the Imports tab you may select a date type of Clearance Date Entry Filed Date Exported Date Final Submission Date Import Date or Ship Date Information about package shipments except for return service packages is retained in Quantum View Manage for 45 days after the manifest date Information about return service packages and freight shipments is retained in Quantum View Manage for 120 days after the manifest date Customs entry information available in the Imports tab only is retained in Quantum View Manage for 365 days after the import date e Once a shipment is older than the data retention periods mentioned above it will no longer be included in your summary even if you have selected a date range that includes older dates You may select a default date range for each tab with the Preferences button Select a Date Range Date Type Manifest Date Start Date 21 08 2013 EI August 8M TW T F i 2 4 5 6 7 8 9 11 12 13 14 15 16 18 19 20 21 22 23 25 26 27 28 X 21 22 23 24 25 26 27 28 29 Combined Outbound Inbound Third Party Imports Last Updated 13 08 2014 09 02AM Print n Help m Default Outbound View E Date Range 29 07 2014 to 13 08 2014 JE Enter search text Search All Fields Summary of Outbound Shipments UPS Account Manifest 0 UPS Customer 1 108 19 0 8 350 0 485 108 0 0 o on 3 0 0 1 UPS Customer 2 0 d
4. such as a tracking number to locate one or very few shipments Or you can enter less specific search text such as the name of a city to locate a larger group of shipments with something in common As you type characters into the search field Quantum View Manage dynamically locates shipments that match your search text and excludes those that do not By default Quantum View Manage will Search All Fields for matching values For example e As you type comp Quantum View Manage will search all fields in the Shipment Details list for values that include the letters comp such as Company in the Ship To Name field or Compton in the Ship To City field d d e As you continue to type the letter a the list of matching shipments becomes smaller as shipments being shipped to Compton are excluded only shipments that match the value compa remain If you prefer not to search a fields currently selected in the Shipment Details list select a specific field using the menu Note When your summary includes many shipments it will be displayed in High Volume mode You may still search while in High Volume mode but the feature is no longer dynamic it will not locate matches while you type and it does not support searching all fields at the same time In High Volume mode you must select a specific field to search and you must click on the search button to begin searching Enter search text Search All F
5. Imports Last Updated 13 08 2014 09 02AM Print m Help m Default Outbound View E Date Range 29 07 2014 to 13 08 2014 i Enter search text Search All Fields v B Apply Filters Summary of Outbound Shipments 0 19 0 0 pem Customer 1 0 al 3 0 0 UPS Customer 2 1 UPS Customer 3 1 0 0 EN o 17 2014 United Parcel Service of America Inc All rights reserved Quantum View Manage User Guide Save and schedule custom views The Date Range Filters Add Remove Fields and Search features provide you with tools to customise your summary view to focus on specific shipments of interest Saving a custom view allows you to retrieve those same settings instantly at any time you need You can even create and save multiple custom views each focused on a particular subset of your total shipments Once you have customised a view to your preferences click on the Save Custom View button O in the upper left hand corner of the tab to save your customised settings You must assign a name to the saved view and a date range Custom view name You may enter any name that you feel will help you to remember the type of information included in the saved view General date range Automatically adjust the date range of the saved view to the selected period of time For example selecting Last 7 Days will load shipments for the previous week each time you load the saved view Exact date ra
6. NE LAREDO TX US lt i 2014 United Parcel Service of America Inc All rights reserved Quantum View Manage User Guide Outbound cont Ready for collection Shipments that have been delivered to a UPS Access Point location and are available for collection by the receiver Exception Shipments that have an exception recorded against them that has not yet been resolved Delivered Shipments that have been turned over to the receiver at their final destination e Void Shipments that have been cancelled by the shipper after manifest information was sent to UPS The Shipment Details list located directly below the summary table provides additional information about each shipment currently displayed in your summary Select a tracking number from the list to display even more information about a specific shipment You may also email information on up to twenty of these shipments by clicking on the Email button Or download the entire list by clicking on the Download as CSV button Quantum View Manage provides numerous tools that empower you to customise your shipment view to summarise only those shipments that are most important to you You can even create and then save multiple custom views each focused on a particular subset of your total shipments Refer to these sections of this User Guide for information about using these tools Date Range Save and Schedule QD Fil
7. e Summary of Import Shipments UPS Importer Account Number Number of Shipments Transportation Charges Total Duties Total Taxes Total Fees 99999999 69890 19 USD 1819 96 USD 3973 10 USD 9999999999 5924 91 USD T 0 00 1507 03 USD Totals a Show Totals Only PS Shipment Details Displaying 244 Email Download as CSV Download Images Add Remove Fields 5 3 UPS Importer Entry Filed Date Lead Tracking Number Entry Number Shipper Name Transportation Total Duties zi k 9999999999 9999999999 9999999999 9999999999 9999999999 9999999999 26 08 2013 25 08 2013 25 08 2013 25 08 2013 24 08 2013 23 08 2013 1YE595999999999999 1YE595999999999999 1YE595999999999999 1YE595999999999999 1YE595999999999999 1YE595999999999999 UPS99999999 UPS99999999 View View UPS99999999 UPS99999999 View UPS99999999 View UPS99999999 View UPS CUSTOMER 1 UPS CUSTOMER 2 AERONA UPS CUSTOMER 3 UPS CUSTOMER 4 UPS CUSTOMER 5 TORONTO UPS CUSTOMER 6 TORONTO 136 73 USD 136 73 USD 237 82 USD 150 81 USD 104 50 USD 17 75 USD 0 00 0 00 0 00 0 00 0 00 12 Quantum View Manage User Guide Imports cont Request CD ROM Request a CD ROM containing images of any customs and commercial documents associated with a UPS importer account assigned to your Quantum View Manage privileges Please keep in mind the following information applicable to all requests
8. nickname in place of the account number itself The Summary of Outbound Shipments categorises your shipments into a separate column based on the current status of each shipment e Manifest Shipping information manifest has been sent to UPS by the shipper but the shipment is not yet received into the UPS network In transit Shipments currently in the UPS network on the way to their final destination with no known exceptions that are not already resolved Out for delivery Shipments in the final phase of being delivered at their final destination generally on the current or next business day Combined Outbound Inbound Third Party Imports Last Updated 13 08 2014 09 02AM Print amp Help Default Outbound View v E Date Range 29 07 2014 to 13 08 2014 yj Alerts Enter search text Search All Fields E Summary of Outbound Shipments 0 108 19 0 8 485 ered UPS Customer 1 350 UPS Customer 2 0 UPS Customer 3 0 1 3 i 0 Totals 0 110 353 Show Totals Only a Shipment Details Displaying 491 Meman Downoad as csv Add Remove Fields 5 Tracking Number Reference Number s Manifest Date Ship To Scheduled Delis 1YE59599 MSTN 99999999 In Transit 12 08 2014 UPS CUSTOMER 1 Economy 13 08 2014 MESQUITE TX US 1YE59599 MSTN 9999999 Delivered 12 08 2014 UPS CUSTOMER 2 Economy Not Avail EL PASO TX US 1YE5959999 MSTN 99999999 In Transit 12 08 2014 UPS CUSTOMER 3 Economy 15 08 2014
9. numerous tools that empower you to customise your shipment view to summarise only those shipments that are most important to you You can even create and then save multiple custom views each focused on a particular subset of your total shipments Refer to these sections of this User Guide for information about using these tools Date Range Save and Schedule e Filters Custom Views Add Remove Fields O Alerts O Search 2014 United Parcel Service of America Inc All rights reserved lj 10 Quantum View Manage User Guide Imports The Imports tab displays a summary of customs entries filed by UPS Brokerage for package shipments imported by your company Your summary includes information for any of the UPS importer accounts assigned to your Quantum View Manage privileges Other people at your company may be assigned different accounts and therefore have a summary that is different from yours The Summary of Import Shipments table groups your entries into a separate row for each UPS importer account assigned to you When applicable the summary will display the account nickname in place of the account number itself The table then summarises for each account the number of shipments customs entries filed during the selected date range and the estimated import charges associated with those shipments Note All charges displayed in the Imports tab are estimated amounts based on customs entry information fi
10. of America Inc All rights reserved Quantum View Manage User Guide Combined Outbound Inbound Third Party Imports Last Updated 30 08 2013 12 59PM Print a Help m O Default Inbound View v 1 Range 23 08 2013 to 06 09 2013 EZ O search text Search All Fields Apply Filters 2 Summary of Inbound Shipments Number of Shipments and Total Weight Receiving Address 28 08 2013 29 08 2013 30 08 2013 03 09 2013 04 09 2013 05 09 2013 16 9 29 6 2 1 102 UPS Customer 1 278 10 LB 65 40 LB 73 68 LB 16 00 LB 9 08 LB 1 00 LB 859 46 LB UPS Customer 2 5 4 1 0 0 0 8 94 70 LB 2 60LB 0 10LB OLB OLB OLB 97 50 LB UPS Customer 3 3 1 d 0 0 0 14 30 20 LB 4 00 LB 0 10 LB OLB OLB OLB 71 50 LB Total Shipments 24 11 31 6 2 1 124 Total Weight 3 00 LB 72 00 LB 73 88 LB 9 08 LB 1 00 LB 1028 46 LB a Show Totals Only a Shipment Details Displaying 124 Emai oo Add Remove Fields 51 76 1YE595999999999999 Delivered 23 08 2013 UPS CUSTOMER 1 UPS Next Day Air 22 08 2013 RIVIERA BEACH FL US 1YE595999999999999 9999999999 Delivered 23 08 2013 UPS CUSTOMER 2 UPS 2nd Day Air 22 08 2013 9999999999 BALTIMORE MD US 1YE595999999999999 9999999999 Delivered 23 08 2013 UPS CUSTOMER 3 UPS Ground 22 08 2013 9999999999 RICHMOND VA US 1YE595999999999999 9999999999 Delivered 23 08 2013 UPS CUSTOMER 4 UPS Ground 16 08 2013 MAHWAH NJ US Quantum View Manage User Guide Thir
11. you with visibility into your outbound inbound and or third party UPS shipments Visibility includes both domestic and international shipments utilising UPS package services as well as surface air and ocean freight services Quantum View Data Quantum View Data is ideal for businesses that want to utilise UPS visibility information in their own software applications and databases Information about your inbound outbound and third party package shipments is available in CSV flat file and XML formatted data files for easy integration into your own systems Quantum View Notify Quantum View Notify provides critical shipment status updates for package and freight shipments Whether you want to keep yourself informed or keep your customer informed email or SMS where available notifications make it easy to know when goods are shipped and delivered or even when they incur an exception in between System requirements Quantum View Manage works entirely through your Web browser so it does require an Internet connection Your computer must have Adobe Flash Player version 10 2 or later installed it is available free of charge at http get adobe com flashplayer For Microsoft Windows operating systems UPS supports Firefox Chrome and Internet Explorer browsers For Apple operating systems we support Firefox Chrome and Safari browsers Other browsers and platforms are not officially supported Log in Upon enrolment you wi
12. 10 800 852 06 98 800 143 268 80 33 22 55 0800 1 877 2255 0805 025550 0800 100 2630 8206 2133 068 0016482 00 0800 852 1113 1800 202227 800 122732 00531 85 0020 800 80 4709 01 800 714 6535 2014 United Parcel Service of America Inc All rights reserved Netherlands Norway Philippines Poland Portugal Puerto Rico Romania Russia Singapore South Korea Spain Sweden Switzerland Taiwan Thailand Turkey United Kingdom United States Quantum View Manage User Guide 08002225587 800 32 255 1800 185 50023 1800 808 50020 0222030321 800 783458 800 247 9035 4021 233 88 7 495 961 2211 8008523362 00798 8521 3669 90022 58 77 020 120 2255 0800 82 25 54 00801 855 662 02 713 6050 54 local 001 800 852 3658 90 212 4440066 0800 331 6010 800 247 9035 26
13. UPS Customer 2 47 UPS Customer 3 0 4 Show Totals Only 4 Shipment Details Add Remove Fields 51 3 Tracking Number Reference Number s Manifest Date Shipper Ship To Scheduled Delivery 1YE5959999 In Transit 13 08 2014 UPS CUSTOMER 1 UPS CUSTOMER 2 UPS Air Freight 20 08 2014 HONG KONG HK DALLAS TX US Consolidated 1YE5959999 999999999 In Transit 13 08 2014 UPS CUSTOMER 3 UPS CUSTOMER 4 UPS Air Freight Direct 15 08 2014 OREBRO SE ELK GROVE VILLAGE IL US 1YE5959999 999999999 In Transit 13 08 2014 UPS CUSTOMER 5 UPS CUSTOMER 6 UPS3DayFreight NGS 18 08 2014 ELK GROVE VILLAGE IL US PORTLAND OR US 1YE5959999 999999999999 In Transit UPS CUSTOMER 7 UPS CUSTOMER 8 UPS Air Freight 19 08 2014 999999999999 GUATEMALA GT LOCKBOURNE OH US Consolidated E 2014 United Parcel Service of America Inc All rights reserved Combined Combined Outbound Inbound Third Party Imports D Default Combined View v lt gt OE search text Search All Fields 7 e Summary ate Range 19 08 2013 to 26 08 2013 The Combined tab is simply a combination of the shipments displayed in your Outbound Inbound and Third Party tabs It includes all the shipments available in those other tabs combined into a single list Other people at your company may be assigned different accounts and locations and therefore have a summary that is different from yours V Outbound 934 V Inbound 157 V Thir
14. UPS Customer 3 0 3 E o l 14 2014 United Parcel Service of America Inc All rights reserved Filters Filters are an efficient way to use your time because they help you quickly narrow a summary of many shipments to just those shipments you have a specific interest in seeing Filters are used to exclude all shipments from your summary except those with characteristics or attributes that match the filters you select For example if you need to see if your company recently shipped any packages being returned to you because they were refused by the receiver you can use a filter to exclude from your summary all shipments except those with a return exception One way to filter your view is to click on any hyperlink in your summary table For example if your summary includes several different UPS accounts clicking on one of them will quickly filter your view to exclude all shipments except those processed against the selected account Another way to filter your view is to click on the Apply Filters button then select one or more values from the list of available filters To modify or remove filters click on the Apply Filters button to make changes or click on Clear All Filters to remove all of them 2014 United Parcel Service of America Inc All rights reserved Quantum View Manage User Guide Filter Shipments By x Choose your filter options and select update to continue Values mark
15. UPS importer accounts to be associated with the product catalogue Selecting an account that does not apply to the catalogue may cause Classification errors Contact customs brokerage Sending a fax or email to the UPS customs brokerage team is fast and easy with Quantum View Manage Use this tool to submit information directly to the team via email or to print a fax cover letter A fax may be necessary if you have documentation that needs to accompany your message Note If you need to contact UPS Brokerage about a specific import shipment it is often best to locate that shipment in your summary then select its tracking number to display the Shipment Detail page The Email Customs Brokerage option located near the top of that page will email UPS Brokerage and automatically associate your email with the appropriate shipment 13 Quantum View Manage User Guide Date range The shipment summary in your view will include only shipments within the date range you have specified You may manually key a starting date and ending date or you may click on the calendar icon to select dates from the calendar Please keep in mind the following information applicable to date ranges e You may select a date range of up to 45 days e In the Outbound Inbound Third Party and Combined tabs you may select a date type of either Manifest Date the date information about the shipment was initially sent to UPS or Scheduled Delivery Date
16. User Guide Quantum View Manage 2014 United Parcel Service of America Inc UPS the UPS brandmark and the colour brown are trademarks of United Parcel Service of America Inc All rights reserved gb_en Quantum View Manage User Guide Table of Contents Quantum View Manage User Guide S M 1 OUDOUR sree fecret reana e EEEE E EREET 4 IND OWNG ope E E EERS 6 Third party eec ehem rie ee mensa 8 ain e OUn 10 npo TqMMM 11 Date FANGe 0c cnet ee 14 dc M 15 Add remove fields sess 16 cz 17 Save and schedule custom viewS 0055 18 Alerts MEME 21 Administration oae eadem surges NU raea 22 Technical Support 0 0 0 000 26 2014 United Parcel Service of America Inc All rights reserved Quantum View Manage User Guide Overview Quantum View is a portfolio of services designed to provide increased visibility into the movement of goods Visibility can help you improve the performance of virtually every function in your business customer service sales accounts receivable inventory management and more Quantum View Manage Quantum View Manage is a free Web based application that enables one or more users within your organisation to quickly and easily monitor the status of all your UPS shipments from any computer connected to the Internet Quantum View Manage can be configured to provide
17. arch text Geaareh AIL Eialdic Y Air Freight for Past Week N v fl Date Range 21 08 Delete This View Quantum View Manage User Guide 19 Quantum View Manage User Guide Save and schedule custom VIEWS cont Schedule a custom view report Scheduling a saved custom view as a report is a convenient way to receive information about the shipments in that view in a format easily integrated into your spreadsheet database and other applications A custom view report consists of an email with a link the receiver of the email may click on the link to download the Shipment Details list for the saved view The list will be in a comma separated values CSV format and will include columns for each of the data fields selected for the saved view Note The information in the report is current at the time the report is run and the email is sent The information is not updated at the time the report is downloaded To schedule a custom view report at the same time you initially save the view simply click on the Save amp Schedule a Report button rather than the Save button Or if you have already saved the custom view and wish to schedule it select the view from the Saved Custom Views menu then click on the Schedule a Report button above the Shipment Details list You may schedule the report to run daily weekly or monthly Or select No Recurrence to run the report immediately just once To ed
18. d Party 300 Shipment Details The Summary provides a count of Outbound Inbound and Third Party shipments currently displayed in the Combined tab If that number exceeds the maximum Quantum View Manage is able to display you must use the date range Outbound iYES95999999900999 99999999 and filters to narrow the focus to fewer shipments ides Outbound 1YE595999999999999 9999999 Add Remove Fields 71 3 Tracking Number Outbound 1YE595999999999999 Manifest 26 08 2013 Manifest 26 08 2013 Manifest 26 08 2013 The Shipment Details list located directly below the ET 1YE595999999999999 999999999 In Transit 26 08 2013 Quantum View Manage User Guide Last Updated 26 08 2013 10 30AM Print Help amp Ei Mens 6 UPS CUSTOMER 1 TAIWAN TW UPS CUSTOMER 3 MANISA TR UPS CUSTOMER 5 TAIWAN TW UPS CUSTOMER 7 Email Download as CSV Reference Number s Status Manifest Date Shipper Shpo UPS CUSTOMER 3 NEW BERLIN WI U UPS CUSTOMER NEW BERLIN WI UPS CUSTOMER NEW BERLIN WI U UPS CUSTOMER v summary provides additional information about each i shipment currently displayed in your summary Select a tracking number from the list to display even more information about a specific shipment You may also email information on up to twenty of these shipments by clicking on the Email button Or download the entire list by clicking on the Download as CSV button Quantum View Manage provides
19. d party The Third Party tab displays a summary of package and freight shipments shipped by a third party on your company s behalf generally you are the payer only Your summary includes shipments for any of the UPS accounts assigned to your Quantum View Manage privileges Other people at your company may be assigned different accounts and therefore have a summary that is different from yours The Summary of Third Party Shipments table groups your shipments into a separate row for each UPS account assigned to you These accounts may include six digit package accounts eight digit ground freight accounts and nine digit air amp ocean freight forwarding accounts depending on the types of UPS services your company uses and the specific accounts assigned to you by your Quantum View administrator When applicable the summary will display the account nickname in place of the account number itself The Summary of Third Party Shipments categorises your shipments into a separate column based on the current status of each shipment e Manifest Shipping information manifest has been sent to UPS by the shipper but the shipment is not yet received into the UPS network In transit Shipments currently in the UPS network on the way to their final destination with no known exceptions that are not already resolved Out for delivery Shipments in the final phase of being delivered at their final destination generally on the current o
20. e 29 07 2014 to 13 08 2014 Preferences Alerts Enter search text Search All Fields v B Apply Filters Summary of Outbound Shipments LITT ZUITTSETTETOTTNELTTHEHU NENNT NN 0 108 19 0 8 350 0 485 f UPS Customer 1 PS Custome 0 T 0 3 0 5 NAS Duties Email sent each time UPS Brokerage has scheduled the payment of duties for one of your import shipments Assign a name to your new alert then select the UPS Services and UPS Accounts of the shipments for which you wish alerts to be sent Finally enter an email address for up to five alert recipients Click on the Save button to add the new alert You may also edit or delete an alert Simply select the Alert Type choose the Alert Name in the list then click on the Edit or Delete option 21 Administration Your company may designate one or more of its employees as a Quantum View administrator An administrator has four primary duties Add Users e Remove Users Assign User Privileges e Create Inbound Location IDs Select Administration from the Tracking menu of ups com to access the Company Administration menu Add users Each employee of your company who needs to access Quantum View Manage and or Quantum View Data will need to have a User ID associated with your Quantum View company If the employee you wish to add to your Quantum View company already has a ups com User ID but that User ID is not associated with your Quantum View company click
21. e User ID click on Delete User To suspend the user s access to Quantum View but allow the user to continue to access other UPS technologies with their User ID click on Update User Information You may suspend any applications such as Quantum View Manage and Quantum View Data that have previously been assigned to the user Search for a User Company Administration Search Search By Search Qualifier Select an administrative function ial m a eee EdShow Optional Search Criteri Company Administration ow Optional Search Criteria Users gt Create User e Select a user to continue or modify your search criteria to search again gt Search for a User 9 Update Company Information 3 Manage Company Services gt Invite User to Join Company Name User ID John Doe 9999999 User Administration User Information Name John Doe User ID 5252252323 User Administration Select the administrative function below Manage User Services gt Edit Quantum View Data Subscription gt Update User Information Reset User Password gt Transfer User Privileges gt Modify Search Back to Company Administration 23 2014 United Parcel Service of America Inc All rights reserved Administration cont Assign user privileges Privileges determine which tabs of Quantum View Manage the user is able to access and which accounts or locations the user is autho
22. ed with indicate that there is at least one shipment with that value in the current data set The summary and detail tables will be updated to show the shipments that match the selected filters Clear All Filters UPS Account Number None Selected gt Shipment Status None Selected Y Exception Description Some Selected Select All Clear All To modify your current view select the filter values you want to include from the list below Only shipments that match the selected filter values will be shown gt 7 Damages gt 7 Pickup Delivery Attempted gt 7 Holds gt 7 Incorrect Incomplete Data gt 7 Prohibited Restricted gt Returns gt Service Disruptions gt 7 Weather Delay Emergency Manifest Date None Selected Scheduled Delivery Date None Selected Date Delivered None Selected UPS Service None Selected Return Services None Selected M Shipment Charge Type _ None Selected Cancel Update Last Updated 13 08 2014 09 02AM Print Help UPS Customer 1 UPS Customer 3 UPS Account Manifest In Transit Out for Delivery Ready for Collecti Exception Delivered Void 15 Quantum View Manage User Guide Add remove fields In each Quantum View Manage tab the Shipment Details list located directly below the summary provides additional information about each shipment currently displayed in your summary This information is displayed in a
23. ields comp Search All Fields v Tracking Number Manifest Date Ship To Name Ship To City 1YE59599 In Transit 07 19 2014 1YE5959999 In Transit 07 18 2014 1YE59599 In Transit 07 18 2014 1YE59599 Delivered 07 18 2014 1YE5959999 In Transit 07 18 2014 1YE5959999 In Transit 07 18 2014 1YE5959999 In Transit 07 18 2014 1YE5959999 Outfor Delivery 07 18 2014 UPS CUSTOMER COMPANY MESQUITE Economy UPS CUSTOMER 2 COMPTON UPS 2nd Day Air Freight UPS COMPLIANCE FORMS MESQUITE Economy UPS COMPLETED ORDERS EL PASO Economy UPS CUSTOMER COMPANY 2 LAREDO Economy UPS CUSTOMER COMPANY3 LAREDO Economy UPS CUSTOMER COMPANY EL PASO Economy UPS CUSTOMER COMPANY 5 LEBANON UPS 3 Day Freight NGS mn compa Search All Fields v Tracking Number Manifest Date Ship To Name Ship To City Service 1YE59599 In Transit 07 19 2014 UPS CUSTOMER COMPANY MESQUITE Economy 1YE5959999 In Transit 07 18 2014 UPS CUSTOMER COMPANY IRWINDALE UPS 2nd Day Air Freight 1YE59599 In Transit 07 18 2014 UPS CUSTOMER COMPANY MESQUITE Economy 1YE59599 Delivered 07 18 2014 UPS CUSTOMER COMPANY EL PASO Economy 1YE5959999 In Transit 07 18 2014 UPS CUSTOMER COMPANY LAREDO Economy 1YE5959999 In Transit 07 18 2014 UPS CUSTOMER COMPANY LAREDO Economy 1YE5959999 In Transit 07 18 2014 UPS CUSTOMER COMPANY EL PASO Economy 1YE5959999 Out for Delivery 07 18 2014 UPS CUSTOMER COMPANY LEBANON UPS 3 Day Freight NGS Combined Outbound nbound Third Party
24. ing all your shipments delivered in the past 24 hours Because it is sent once daily rather than as the event occurs you may select the time of day you want it sent Exception Email sent each time an exception occurs to a shipment matching your alert criteria You may specify the types of exceptions important to you UPS freight forwarding Email sent when critical events occur for your air and ocean freight forwarding shipments Shipment registered Email sent each time an import shipment is registered with the government clearing agencies Shipment released Email sent each time an import shipment is released by the government clearing agencies e Clearance exception Email sent each time an import shipment incurs an exception that may affect its scheduled delivery date e Clearance exception resolution Email sent each time a Clearance exception has been resolved 2014 United Parcel Service of America Inc All rights reserved Quantum View Manage User Guide Outbound Alerts Step 1 of 2 Select an alert type to view the list of alerts available to edit or delete or select Add New to create a new alert for the type Alert Type Delivery Confirmation v Alert Names Daily Domestic Deliveries Fd Edit g3 Delete Cancel Add New gt Combined Outbound Inbound Third Party Imports Last Updated 13 08 2014 09 02AM Print n Help m Default Outbound View v I Date Rang
25. ipments that have an exception recorded against them that has not yet been resolved e Delivered Shipments that have been turned over to the receiver at their final destination e Void Shipments that have been cancelled by the shipper after manifest information was sent to UPS The Shipment Details list located directly below the summary table provides additional information about each shipment currently displayed in your summary Select a tracking number from the list to display even more information about a specific shipment You may also email information on up to twenty of these shipments by clicking on the Email button Or download the entire list by clicking on the Download as CSV button Quantum View Manage provides numerous tools that empower you to customise your shipment view to summarise only those shipments that are most important to you You can even create and then save multiple custom views each focused on a particular subset of your total shipments Refer to these sections of this User Guide for information about using these tools Q Date Range o Save and Schedule Add Remove Fields O Alerts o Search Combined Outbound Inbound Third Party Imports Print a Help H Default Third Party Viev v Hee Range 29 07 2014 to 13 08 2014 ij 6 Enter search text Search All Fields Y iB Apply Filters Summary of Third Party Shipments 6 0 2 73 l UPS Customer 1 1
26. it your schedule select the custom view from the Saved Custom Views menu and click on the Edit a Report button You may change the frequency duration email recipient and personal message Deactivate the report by removing the tick in the Run Recurring Report box tick that box later to reactivate the report 2014 United Parcel Service of America Inc All rights reserved Create a Custom View Report You can send this custom view now or on a recurring basis Required fields are indicated with Custom View Sample Saved View Custom View Date Range All Available Dates Frequency O No Recurrence Daily O Every week on Wednesday The 28 day of every month Duration Start End 28 08 2013 E83 27 10 2013 Ef Y No End Date W Run Recurring Report Recipient E mail Address Country and Language amail sample com United Kingdom English Personal Message 150 characters maximum Cancel Save Report 20 Alerts Alerts help keep you and others informed of important events and exceptions for your shipments To get started click on the Alerts button located in the upper right hand corner of any Quantum View Manage tab Add new alerts To add a new alert select an Alert Type then click on the Add New button Depending on your company s Quantum View Manage settings and the tab you are using you may be able to choose the following types Delivery confirmation Daily email list
27. kages to more than one of your addresses you must give the vendor a unique Location 2014 United Parcel Service of America Inc All rights reserved Manage Company Services Company Information Company Name UPS Customer 1 Company Nickname johnd The services available for your company are listed below Select the appropriate link to view the details about a service Quantum View Service Status Action Outbound Active View Inbound Location Active View Create IDs ID for each different address and ensure they know which Location ID is associated with each address When your vendors ship UPS packages to you they must enter the Location ID associated with the destination address of the package into the Location ID field of the UPS shipping system they are using UPS Internet Shipping UPS CampusShip WorldShip etc Once the vendor uploads the shipment information to UPS UPS will read the Location ID and provide visibility to that package in the Inbound tab of Quantum View Manage for users who have been assigned privileges for that Location ID 25 Technical support Technical support for Quantum View is available by telephone in the following countries Australia Austria Belgium Brazil Canada China Czech Republic Denmark Finland France Germany Hong Kong Hungary India Ireland Italy Japan Malaysia Mexico 1800 148 934 0800 312 407 080021877 5511 5694 6606 1877 336 1100
28. led for the shipments Final charges are available on your UPS billing invoice Import Country If you have been assigned privileges to view information about your company s imports into more than one country select a country using the menu 2014 United Parcel Service of America Inc All rights reserved The Shipment Details list located directly below the summary provides additional information about each shipment currently displayed in your summary Select a tracking number from the list to display even more information about a specific shipment You may also email information on up to twenty of these shipments by clicking on the Email button Or download the entire list by clicking on the Download as CSV button Click on the Download Images button to download document images for the shipments in the list If the size of the documents exceeds the maximum Quantum View Manage is able to download use the date range and filters to narrow the focus to fewer shipments Because the Imports tab is designed to help you audit your company s customs entries it provides product information not available in the other tabs Invoice Detail Product information and value taken from the commercial invoice provided to UPS Commodity Detail Product classification value duties taxes and fees declared to customs by UPS If you choose to use Quantum View Manage to email invoice or commodity detail sensitive information about
29. ll receive two separate emails from UPS One will provide you with your Quantum View Manage User ID and the other will provide you with a temporary password Visit ups com and click on Log In at the top of the page Users logging in using a temporary password are required to create a new password If you forget your User ID or password click on Forgot User ID or Password on the Log In page Note User IDs and passwords are case sensitive Three failed attempts to log in will cause your ID to be locked out for 30 minutes Microsoft and Windows are either registered trademarks or trademarks of Microsoft Corporation in the United States and or other countries Apple is a trademark of Apple Inc registered in the USA and other countries 2014 United Parcel Service of America Inc All rights reserved Quantum View Manage User Guide Overview cont Navigation Click Quantum View Manage in the Tracking menu of ups com The application will display a summary of your shipments organised in up to five different tabs Outbound Inbound Third Party Combined and Imports Select the appropriate tab based on the type of shipments you need to monitor In order to use a particular tab you must have one or more privileges assigned to you A privilege is an account number or receiving location that you are authorised to access in Quantum View Manage To have privileges assigned contact your company s Quantum View Administrator
30. m Views list located in the upper left hand corner of the tab The date range filters selected Shipment Details fields and even search criteria will be retrieved and a fresh summary of shipments matching those settings displayed Information displayed in the summary table and corresponding shipment list will be refreshed with the most current information each time the saved custom view is loaded Modify a saved custom view You may modify the settings associated with a saved custom view at any time To do so simply select the appropriate view from the Saved Custom Views menu Once the view is displayed make all desired changes to your settings date range filters selected Shipment Details fields search criteria and click on the Save Custom View button To replace the previously saved settings with the modified settings save without changing the name To retain the previously saved settings unchanged and create a new custom view with the modified settings simply assign a new name Delete a saved custom view To delete a saved custom view select the appropriate view from the Saved Custom Views menu then click on the Delete This View button located immediately to the right of the menu 2014 United Parcel Service of America Inc All rights reserved Default Outbound View Date Range 21 08 2013 Default Outbound View Saved Custom Views Summary of Outbound Shi Inbound Returns Air Freight for Past We Enter se
31. me as the default view for a tab Combined i Default Combined View Outbound Default Outbound View Inbound Default Inbound View Third Party Default Third Party View Imports Default Imports View Number of Days Available for Display For Combined View T Days For Outbound Inbound and Third Party 15 Days For Imports 45 Days Default Time Zone GMT Casablanca Monrovia Reykjavik Only Applies to Delivery Alerts Display Weight As Pounds lbs Only Applies to weight displayed in Inbaund summary table Close Update Quantum View Manage User Guide Outbound The Outbound tab displays a summary of package and freight shipments for which your company is the shipper Your summary includes shipments for any of the UPS accounts assigned to your Quantum View Manage privileges Other people at your company may be assigned different accounts and therefore have a summary that is different from yours The Summary of Outbound Shipments table groups your shipments into a separate row for each UPS account assigned to you These accounts may include six digit package accounts eight digit surface freight accounts and nine digit air and ocean freight forwarding accounts depending on the types of UPS services your company uses and the specific accounts assigned to you by your Quantum View administrator When applicable the summary will display the account
32. nge Maintain the same calendar dates in the saved view As shipments age beyond the Quantum View Manage data retention period this saved view will reduce to fewer and eventually zero shipments Note In the Inbound tab you may also choose whether or not to include shipments without a known scheduled delivery date 2014 United Parcel Service of America Inc All rights reserved Default Outbound View P o Range 21 0 Enter search text Save Custom View Save Custom View Required fields are indicated with Custom View Name Cl Set as my default Outbound view Date Type Manifest Date Date Range S General Date Range All Available Dates v QO Exact Range 21 08 2013 28 08 2013 Note Adjusting the date range may adjust the contents of your view Cancel Save Save amp Schedule a Report Combined Outbound Inbound Third Party Imports Last Updated 13 08 2014 09 02AM Print o Help Default Outbound View 5 Date Range 29 07 2014 to 13 08 2014 3j Enter search text Search All Fields Y iB Summary of Outbound Shipments UPS Account Manifest 0 UPS Customer 1 10s 0 8 350 485 108 5 3 0 l UPS Customer 2 0 UPS Customer 3 0 19 0 0 0 0 o I 0 0 0 0 18 Save and schedule custom VIEWS cont Select a saved custom view Once a custom view has been saved it will be placed in the Saved Custo
33. on Invite User to Join Company This option will allow the employee to access Quantum View using the same User ID and password they already use 2014 United Parcel Service of America Inc All rights reserved Quantum View Manage User Guide Company Administration Company Administration gt Create User gt Search for a User Update Company Information 3 Manage Company Services gt Invite User to Join Company 1 22 Quantum View Manage User Guide Administration cont If the employee you wish to add to your Quantum View company does not have a ups com User ID click on Create User This option will create a new User ID for the employee and simultaneously associate it with your Quantum View company e When creating a new user be sure to select the appropriate applications the user is authorised to use Depending on availability these applications may include Quantum View Manage Quantum View Data Claims and UPS Delivery Intercept e You may designate the new user as an administrator Take note that doing so will afford the user all the same administrative capabilities that you have Remove users Any employee of your company who should no longer have access to Quantum View should be removed Click on Search for a User in the administration menu to locate the employee s User ID Click on the user s name to display the User Administration menu e o completely remove th
34. ove Up or Move Down Available Fields Currently Displayed Fields Alternate Tracking Number Tracking Number Appointment Made Reference Number s Appointment Requested Date Status Appointment Requested Time Range Includes the followin Manifest Date Appointment Requested Start Time ci Ship To Appointment Requested End Time Service Arrival Date Scheduled Delivery Arrival Time Images Bill To Information Includes the following Bill To Name v Example Table Tracking Number Reference Status Manifest Date Ship To Service Scheduled Ima Number s Delivery 1YE595999999999999 999999999999 Manifest 115 2007 Jane Doe Next Day Air 1 15 2007 Vie Atlanta GA US Combined Outbound Inbcund Third Party Imports Last Updated 13 08 2014 09 02AM Print a Help m Default Outbound View v E pate Range 29 07 2014 to 13 08 2014 ij Enter search text Search All Fields Y Summary of Outbound Shipments 9 0 8 UPS Customer 1 0 108 350 485 UPS Customer 2 0 UPS Customer 3 3 0 5 1 PEE Totals Only PS Add Remove Fields 53 Tracking NUTTTDET Reference Number s Manifest Date Ship To Scheduled E 1YE59599 MSTN 99999999 In Transit 12 08 2014 UPS CUSTOMER 1 Economy 13 08 2014 ME S 16 Quantum View Manage User Guide Search Use the search field to exclude from your summary all shipments except those with a value matching your search text You can enter very specific search text
35. r next business day 2014 United Parcel Service of America Inc All rights reserved Combined Outbound Inbound Third Party Imports Print Help amp Default Third Party Viev v E Date Range 29 07 2014 to 13 08 2034 yj Preferences Alerts Enter search text Search All Fields Y iB Apply Filters Summary of Third Party Shipments 6 0 2 Te k UPS Customer 1 1 UPS Customer 2 47 UPS Customer 3 0 4 Show Totals Only 4 Shipment Details Add Remove Fields 51 Tracking Number Reference Number s Manifest Date Shipper Ship To Scheduled Delivery Alt 1YE5959999 In Transit 13 08 2014 UPS CUSTOMER 1 UPS CUSTOMER 2 UPS Air Freight 20 08 2014 HONG KONG HK DALLAS TX US Consolidated 1YE5959999 999999999 In Transit 13 08 2014 UPS CUSTOMER 3 UPS CUSTOMER 4 UPS Air Freight Diret 15 08 2014 OREBRO SE ELK GROVE VILLAGE IL US 1YE5959999 999999999 In Transit 13 08 2014 UPS CUSTOMER 5 UPS CUSTOMER 6 UPS 3 Day Freight NGS 18 08 2014 ELK GROVE VILLAGE IL US PORTLAND OR US 1YE5959999 999999999999 In Transit 13 08 2014 UPS CUSTOMER 7 UPS CUSTOMER 8 UPS Air Freight 19 08 2014 999999999999 GUATEMALA GT LOCKBOURNE OH US Consolidated i Eua n neni i E Quantum View Manage User Guide Third party cont Ready for collection Shipments that have been delivered to a UPS Access Point location and are available for collection by the receiver Exception Sh
36. rised to see within each of those tabs Users who are authorised to use Quantum View Data may also subscribe for data files for any of the accounts locations assigned to their Quantum View privileges To assign privileges click on Manage User Services in the User Administration menu Click on Edit next to the appropriate service to select the accounts locations the user is authorised to view You will be unable to assign an account location to a user until your UPS Representative has added that account to your company s Quantum View profile Contact your UPS Representative if accounts locations are missing To suspend all privileges for a particular service click on Suspend next to the appropriate service You may Unsuspend those privileges at any time Note Remember that after you create a new user or a user accepts an invitation to join your company you must assign privileges to the user The user will be unable to access any shipment information in Quantum View until privileges are assigned 2014 United Parcel Service of America Inc All rights reserved Manage User Services User Information Name John Doe User ID 9999999 The senmices available for the current user are listed below Select the appropriate link to manage a service Quantum View Outbound Active Inbound Location ID Active Inbound Receming Active Addresses Third Party Active Imports Active Claims Claims Mone 50 to User Admini
37. round 22 08 2013 2 9999999999 RICHMOND VA US 1YE595999999999999 9999999999 UPS CUSTOMER 4 UPS Ground 16 08 2013 The Summary of Inbound Shipments categorises your MAHWAH NJ US shipments into a separate column based on the scheduled Is delivery date of each shipment Any shipments for which the scheduled delivery date is not available are categorised into a single column near the right hand edge of the table 2014 United Parcel Service of America Inc All rights reserved Inbound cont The Shipment Details list located directly below the summary table provides additional information about each shipment currently displayed in your summary Select a tracking number from the list to display even more information about a specific shipment You may also email information on up to 20 of these shipments by clicking on the Email button Or download the entire list by clicking on the Download as CSV button Quantum View Manage provides numerous tools that empower you to customise your shipment view to summarise only those shipments that are most important to you You can even create and then save multiple custom views each focused on a particular subset of your total shipments Refer to these sections of this User Guide for information about using these tools Q Date Range o Filters Add Remove Fields o Search o Save and Schedule Custom Views O Alerts 2014 United Parcel Service
38. ssigned to your Quantum View Manage privileges ae Other people at your company may be assigned different UPS Customer 1 16 o 29 8 2 1 102 locations and therefore have a summary that is different nido RN cd essa linisti d binc Vect UPS Customer 2 5 4 1 0 0 0 8 than yours 94 70 LB 2 60 LB 0 10 LB 0LB 0LB 0LB 97 50 LB UPS Customer 3 3 1 1 0 0 0 14 The Summary of Inbound Shipments table groups your is pa wala mae PEE RJ Total Shipments 2 11 31 6 2 E 124 shipments into a separate row for each UPS location Total Weight 000B 720018 73 88 LB 9 08 LB 1 00 LB 1028 46 LB assigned to you These locations may include receiving addresses and or location IDs associated with small package shipments eight digit surface freight accounts Shipment Details and nine digit air and ocean freight forwarding accounts DES Tl depending on the types of UPS shipments your company Pa EnA Em POE dest LIITTENLICITOETENETTIT IEC HN senice Manifest ate E receives and the specific locations assigned to you by 1YE595999999999999 Delivered 23 08 2013 UPS CUSTOMER 1 UPS Next Day Air 22 08 2013 your Quantum View administrator When applicable the elite eee F I 1YE595999999999999 9999999999 Delivered 23 08 2013 UPS CUSTOMER 2 UPS 2nd Day Air 22 08 2013 summary will display the location nickname in place of the 9999999999 BALTIMORE MD US acc ount number itself 1YE595999999999999 9999999999 Delivered 23 08 2013 UPS CUSTOMER 3 UPS G
39. stration Action Edit Edit di m Edit Edit Edit suspend suspend suspend suspend suspend Quantum View Manage User Guide 24 Quantum View Manage User Guide Administration cont Create inbound Location IDs A Location ID is a code used to identify an address where your company receives packages from UPS To create a Location ID log into ups com select Administration from the Tracking menu to access the Company Administration menu Select Manage Company Services then click on Create next to Inbound Location IDs The Location ID may be any alphanumeric value between 3 and 10 characters long that does not include lower case letters Enter the full physical address associated with the Location ID then click on Submit e Be sure to provide the Location ID to your vendors and to assign the Location ID in the Inbound privileges for appropriate employees How to use a Location ID The process for using a Location ID is as follows 1 Your company s Quantum View administrator creates a unique Location ID for each different physical address where your company receives UPS packages 2 he administrator assigns privileges for the Location ID to any user who needs to be able to see packages being delivered to that address in Quantum View Manage in the Inbound tab 3 Your company provides all your vendors who ship UPS packages to the address with the Location ID If the vendor ships pac
40. tabular format that can easily be downloaded in CSV format to be utilised in a spreadsheet or database application The fields data elements that make up the columns of this table can be modified to your preferences by clicking on the Add Remove Fields link A dialogue will be displayed that provides a list of available fields and currently displayed fields Simply use the left and right arrow buttons or drag and drop using your mouse to move fields back and forth between these two lists You may also use the up and down arrows or drag and drop using your mouse to change the sequence in which the fields are displayed Note In the Imports tab you also have access to invoice and commodity details To select these fields use the Show Fields For menu to select the type of data fields to display in the Available Fields list Be aware that invoice and commodity details may result in multiple rows in your Shipment Details list for the same shipment because one shipment may include multiple invoice and or commodity records 2014 United Parcel Service of America Inc All rights reserved Add Remove Fields for Outbound Shipment Details To add a field choose an item in the Available Fields list and select Add Fields To remove a field choose an item in the Currently Displayed Fields list and select Remove Fields To change the order of the displayed fields choose an item in the Currently Displayed Fields list and select either M
41. ters Custom Views Add Remove Fields O Alerts Search 2014 United Parcel Service of America Inc All rights reserved Combined Outbound Inbound Third Party Imports Last Updated 13 08 2014 09 02AM Print amp Help amp Default Outbound View v te Range 29 07 2014 to 13 08 2004 Enter search text Search All Fields Summary of Outbound Shipments 0 108 19 0 8 485 ered UPS Customer 1 350 UPS Customer 2 0 1 0 3 UPS Customer 3 0 4 0 0 Totals 0 110 0 353 a Show Totals Only a Shipment Details Displaying 491 EINE Add Remove Fields 71 Tracking Number Reference Number s Manifest Date Ship To Scheduled Deliv 1YE59599 MSTN 99999999 In Transit 12 08 2014 UPS CUSTOMER 1 Economy 13 08 2014 MESQUITE TX US 1YE59599 MSTN 9999999 Delivered 12 08 2014 UPS CUSTOMER 2 Economy Not Avail EL PASO TX US 1YE5959999 MSTN 99999999 In Transit 12 08 2014 UPS CUSTOMER 3 Economy 15 08 2014 LAREDO TX US ki l m l EN ll u gt Quantum View Manage User Guide Inbound Combined Outbound Inbound Third Party Imports Last Updated 30 08 2013 12 59PM Print a Help m The Inbound tab displays a summary of package and freight Default Inbound View v E Date Range 23 08 2013 to 06 09 2013 x shipments for which your company is the receiver Your Sibi Search Al Fieis JE EESTI summary includes shipments for any of the UPS locations ee a
42. your products including their value will be included 11 Quantum View Manage User Guide Imports cont Quantum View Manage provides numerous tools that empower you to customise your shipment view to summarise only those shipments that are most important to you You can even create and then save multiple custom views each focused on a particular subset of your total shipments Refer to these sections of this User Guide for information about using these tools Date Range e Filters Add Remove Fields o Search o Save and Schedule Custom Views Alerts Import resources The Imports tab provides additional tools to support your company s import compliance programme Click on the Import Resources button to access the following tools availability may vary based on the country of import Get account level images Download images of any account level documents associated with a UPS importer account assigned to your Quantum View Manage privileges Account level documents are not associated with any specific import shipment but rather with all imports for the account 2014 United Parcel Service of America Inc All rights reserved Combined Outbound Inbound ThirdParty Imports Last Updated 26 08 2013 11 23AM Print Help 3 Default Imports View v z Import Country United States Puerto Rico Bare Range 12 07 2013 to 26 08 2013 J Enter search text Search All Fields z
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