dhl ONLINE SHIPPING USER GUIDE

Transcription

1 Click & Ship dhl ONLINE SHIPPING USER GUIDE A customer guide for sending time definite international and domestic shipments online

2 2 Click & Ship contents contents 04 Getting started 08 Start Shipping 09 Address Details 10 Shipment Details (incl. Payment Options) 11 Create a Customs Invoice 12 Service Options (incl. Schedule Pickup) 13 Shipment Summary 14 Print Shipment Paperwork 14 Pickup Confirmation 15 Useful features 16 Rate Quote 16 Schedule a Pickup 17 Shipment History/Tracking 18 Address Book 19 My Profile

3 Click & Ship 3 Welcome to the dhl ONLINE SHIPPING USER GUIDE Ideal for busy small-business owners, office managers, or anyone on the go. DHL Online Shipping makes shipping via the Internet easier than ever before. You can print labels, schedule pickups, store contact details, track your shipments and much more all directly from your computer. With DHL Online Shipping s easy-to-use forms and helpful features, sending shipments is made convenient and efficient. From start to finish, the system guides you through the shipping process with everything you need right at your fingertips. There s no software to install, and use of this shipping tool is absolutely free. All you need is a computer with Internet access, a laser printer and a DHL Express account number to get started. Benefits: No software to install User-friendly design with easy-to-complete forms Book pickups from any UK address Transit time and rate quotes* Tracking visibility at shipment and piece level Import address books from other applications Address validation with city, suburb, and postal code lookup NEW! Access via MyDHL * The availability of rate quotes may be subject to agreement with the registered account holder.

4 4 Click & Ship GETTING STARTED DHL Online Shipping is accessed via MyDHL. MyDHL provides quick and easy access to our full suite of online shipping and tracking tools, plus e-billing, with just one single login. Have your DHL Express number to hand and follow these simple steps to register. MyDHL Registration and Login Page Go to MyDHL at and select New User? Register Now. You will need your DHL account number (beginning 13 or 18) to register on MyDHL and access DHL Online Shipping. Remember to bookmark for speedier access in future! Register for MyDHL Select United Kingdom from the country list and click

5 Click & Ship 5 GETTING STARTED Register for MyDHL Complete the MyDHL registration form. Enter your company information. Enter your personal information and select a User ID and password for MyDHL. Select I have one or more DHL account numbers and enter your account number(s). Select the option I am not currently using any DHL tools. Please select tools for me. This quick set up option will also automatically create access to DHL ProView our advanced shipment tracking and monitoring tool. If you entered a DHL Import account, access to DHL Import Express Online will also be created. Review and accept DHL s Terms & Conditions of Carriage and Privacy Policy. Complete the security check (characters are case-sensitive). D Click to continue

6 6 Click & Ship GETTING STARTED Register for MyDHL E Review the tools you will have access to once you have completed registration and activated your MyDHL login. Click Registration Complete - Activation Pending F Registration is now complete and you will receive an to activate your login. MyDHL Activation G Click the activation link in the and then log into MyDHL.

7 Click & Ship 7 getting started Navigating to DHL Online Shipping H After logging into MyDHL, click the DHL Online Shipping link either from the Ship menu on the top navigation or the MyDHL Status page. DHL Online Shipping opens on the Start Shipping tab. If this is your first visit to DHL Online Shipping, go to the My Profile tab (page 19) and check that your details are correct. In My Profile, you can also specify default shipment and pickup settings to save time each time you ship. Adding Existing Tool Logins to MyDHL Already using DHL Online Shipping? Existing users of Online Shipping, or any of our other online tools, can register on MyDHL and enter their existing login details. As you complete your registration details, select I have one or more DHL account numbers and enter your account number(s). Select the option I already use DHL tools. Select the tools you use and enter your existing login details. once you have completed registration, simply log into MyDHL to access your online tools.

8 8 Click & Ship 1. start shipping Start Shipping On the Start Shipping tab, ensure that the Ship From address is correct for this shipment. Use the drop-down list or Open Address Book link to quickly select a different shipper address from your Address Book. Select Change Shipping Location to add a new Shipper address (see page 9 for details). Select a previously saved receiver from the Select Nickname list or by clicking the Open Address Book link. If the receiver is new, click Ship to a New Receiver to go to the Address Details page (see page 9 for details). Select the Shipping Date and click From the Recent Shipments section, you can quickly: View and copy previous shipments Track your shipments Search your Shipment History Now go to page 10 for instructions on completing the shipment details.

9 Click & Ship 9 2. ADDRESS DETAILS Address Details To enter new address details, complete the Shipper and Receiver Details, as required. Click when finished. If you wish to save addresses for future use, remember to tick Save to Address Book at the bottom of the page. You can also import your own address books into DHL Online Shipping. See page 18 for details.

10 10 Click & Ship 3. shipment details Shipment Details For each piece in your shipment, enter the weight and dimensions and click If you select DHL Card Envelope 1 as your Packaging Type, the dimensions are automatically populated. Only one Packaging Type can be used per shipment. Enter the Description of Contents for the shipment. Enter a Shipper s Reference of your choice, as required. This is your own reference, such as a cost centre. To check if your shipment is dutiable, click the Help me decide if my shipment is dutiable or not link. Typically non-dutiable shipments are documents of no commercial value. Need Shipment Insurance? Although a Declared Value is only required for dutiable shipments, if you wish to insure your shipment, whether dutiable or not, you must enter a value for insurance. This will enable you to select the insurance option on the Service Options page. For destinations outside the EU, indicate whether the shipment is Document or Non-Document. If your shipment is Non-Document (dutiable), you must enter a Declared Value and create a Customs invoice. Select whether to create your Customs invoice using DHL Online Shipping. We recommend this option to save you time. Check the Payment Options are correct. You can select who the shipment will be billed to and, for Non-Document shipments, who will pay any duties and taxes levied by Customs. Click when finished.

11 Click & Ship Create a Customs Invoice Customs Invoice If your shipment is Non-Document (dutiable) and you chose to create an invoice using DHL Online Shipping, complete the details on this page. Select an invoice type from the drop-down menu and enter the required information. A Proforma Invoice should used if you are sending a non-commercial shipment for non-business purposes, such as a sample, faulty item or personal gift. A Commercial Invoice should be used for all commercial shipments with a commercial value. Further information on completing the invoice can be found in the on-screen Help menu. Commodity Information Enter your commodity information and click. If you are sending multiple commodities, provide details of each item separately. Click when finished.

12 12 Click & Ship 5. service options Service Options Select the express service you wish to use, taking note of the latest booking and pickup times for your address. To arrange a courier collection, ensure that the Schedule a Pickup box is ticked. This is located in the Extra Service Options section. When this box is ticked, the Schedule Pickup section below is enabled. Check the details and amend as required. Tick Use a different pickup address? to change the pickup address. You pickup request will be submitted when your shipment is processed. If Saturday Delivery is available to the receiver s address, the option will be displayed in the Extra Service Options section. However, Saturday Delivery should only be selected when the Delivery By date would otherwise be a Monday. E If you wish to insure your shipment, you must enter the value for insurance on the Shipment Details page (see page 10 for details). Then simply tick the insurance box to insure your shipment. Use the Notifications section to send shipment pre alerts to the receiver or other interested parties. If you do not want to check your shipment details before the shipment is processed, untick I would like view the Shipment Summary page. F Click continue. to

13 Click & Ship shipment SUMMARY Shipment Summary This page is only displayed if you selected to view the Shipment Summary on the Service Options page. Ensure the details of your shipment are correct. If you need to change any information, you can go back to the previous pages by clicking or by using the navigation links at the top of the page. Click to process your shipment and submit your pickup request (if selected).

14 14 Click & Ship 7. PRINT PAPERWORK / PICKUP CONFIRMATION Print Shipment Paperwork All available paperwork is automatically selected for printing. If you wish to print the documents individually, you can select which documents to print and the number of copies. click to print the selected paperwork. If you have arranged a pickup from a different address, use the option to generate the paperwork in PDF format. Then the PDF to the pickup location so that the paperwork can be printed for the courier. The Next button is disabled ( the paperwork has been printed. ) until Pickup Confirmation If you requested a pickup, the Booking Reference is displayed at the top of the page. If the pickup request was not successful, the Schedule Pickup window will open. Check the error message and correct the problem if you can. If the error persists, you have the option to Skip Pickup. You can try again later using the Schedule Pickup tab (see page 16). Alternatively, you can call Customer Service to make your booking.

15 Click & Ship 15 useful Features This section will introduce you to some handy features to help you with your everyday shipping process. Find out how to get a rate quote, track your shipments, search your shipment history, build your address book and maintain your profile.

16 16 Click & Ship RATE QUOTE / SCHEDULE PICKUP Rate Quote* To get a price estimate, enter the required Ship From, Ship To and Package Details. For a breakdown of the charges, click on the price or Get Charge Details. Schedule a Pickup This option is provided as an alternative to requesting a pickup as you prepare a shipment. (See page 14 for details). Multiple shipments can be picked up at one time; you do not need to arrange a collection for each shipment. The pickup information displayed are the details you entered during registration, but you can change the pickup address if required. If you schedule your pickup as you prepare a shipment, you do not need to arrange another pickup from this page. * The availability of rate quotes may be subject to agreement with the registered account holder.

17 Click & Ship 17 SHIPMENT HISTORY / TRACKING Shipment History/Tracking You can view, manage and track your shipments, check pickup details, and even download a spreadsheet of your shipments from Shipment History. The Shipment History feature offers a number of ways to search and sort your shipments. Shipment records are stored for 99 days. Searching Shipment History Enter key words into the Find field to search for a particular shipment. You can narrow your search by selecting a filter, such as Shipper s Reference, from the Contained in Column drop-down list. You can also refine your search by changing the number of previous shipping days to be included. On the Shipment History page, as well as the Start Shipping tab, you can click to save time when sending the same shipment again. When you copy a shipment you are able to edit previously entered details, as required. Sorting Shipment History You can also sort your shipments by clicking on any of the red column headings click once to arrange information in ascending order and twice for descending order. Downloading Shipment History To download the displayed shipment records to a spreadsheet, click

18 18 Click & Ship address book Address Book The Address Book stores both sender and receiver information, allowing you to prepare shipments without repeatedly entering the same contact information. DHL Online Shipping holds a maximum of 2000 addresses shipper and receiver combined. Importing Addresses Address books can be imported into DHL Online Shipping by uploading comma delimited (CSV) files. To import your own address books, click the bottom of the address list. Select whether you want to import Shipper or Receiver addresses. Indicate whether the file to be imported has headers, attach file, and click Match the DHL Online Shipping field names with those of the CSV file to be imported. Click You will receive a an confirming whether the import was successful or not. When importing an address book, the maximum CSV file size that can be uploaded at one time is 500KB. at Address Book Functions Add new addresses to the Address Book directly or as you prepare a shipment. Edit, copy and delete an existing address - tick the box next to the relevant Nickname and then select the appropriate action button. Delete multiple addresses - tick the boxes next to the contacts you want to delete or click Select All Records to delete the whole Address Book. Download your Address Book into an Excel spreadsheet. Ship to a existing address. Searching the Address Book Enter key words into the Find field to search for a particular contact. You can narrow your search by selecting a filter, such as Contact or Company, from the Contained in Column drop-down list. Sorting the Address Book You can also sort your addresses by clicking on any of the red column headings click once to arrange information in ascending order and twice for descending order.

19 Click & Ship 19 my profile My Profile From My Profile you can change any of your default settings, such as shipper details, shipment and pickup settings. After updating your details, click to save your changes.

20 TECHNICAL HELPDESK For DHL Online Shipping We re here to help... If you need support with a technical issue, our Technical Helpdesk is available 24 hours a day, 365 days a year. A ticket number will be allocated to you; please keep it safe as you may need it for future reference. ecomuk@dhl.com If you have a general DHL enquiry, please call Customer Service on DHL International (UK) Limited, Great South West Road Hounslow, Middlesex TW4 6JS Version: 06 Valid from: 04/2013 Registration No: