RB User Guide > Production > Shipping > Shipping to clients

Shipping via FedEx & UPS

RB9 only

With your FedEx and/or UPS account(s), you can print official labels and track shipments without leaving RB9.

Continued from Shipping to clients.

  1. Set up label

    1. In the FedEx/UPS Shipping Label panel, if you want to use a different FedEx/UPS account than the default, select it from the FedEx Account/UPS Account drop-down. FedEx accounts are set up in System Preferences > Production > FedEx Accounts for Shipping Labels. UPS accounts are set up in System Preferences > Production > UPS Accounts for Shipping Labels.

    2. RB9 fills in default shipping information:

      • Ship From fields default to your preferred business unit (set in User Preferences). Select a different BU, if needed.
      • Ship To fields default to the contact that matches the contact type selected in Send To (Sold To, Bill To, or Other). If Other was selected, enter Ship To information manually or click lookup button and look up the contact. (See Looking up contacts.) If any contact information is incorrect or missing, click detail button. (See Updating contacts.)
    3. If you don’t want FedEx/UPS to verify the city, state, and postal code combination of the Ship To address, click the Validate Address slider to select No.
    4. To enter or update label and shipping information, see Setting shipping label specifications.
    IMPORTANT

    Before you can print labels and track FedEx or UPS shipments, you must first obtain account information and a key from FedEx/UPS, then enter it in System Preferences > Production.

  2. Print label

    1. Click Download Label.

    2. If the Validate Address window appears, FedEx/UPS was unable to verify the address as entered. Recommended addresses will appear below the Ship To address originally entered in RB9. To print using:

      • The original address – Click Skip.
      • A recommended address – Click radio button for the desired address, then click Replace.
    3. The label appears with the associated program for the file type that you selected in Label Image Type. Print the label from this screen. Then click Close on the Print FedEx/UPS label panel.
    4. The Tracking No. and Ship Date appear in their respective fields in the New Shipment window.
    5. To track the shipment, see Tracking shipments.
NOTE: Alert Billing department of shipments

If your billing department does not invoice a job until it has shipped, notify them by changing the job’s status to Shipped. See Changing case or job status.

Reference
Step-by-step instructions