LSO

The LSO omnishipSM System

Step By Step Instructions

Here are the essential steps to creating an AB on the new LSO omnishipSM

system. This software offers an all in one shipping solution to the small to mid-

size customers that ship with LSO and the global giants. With it being all in one

the added convenience to the shipper is immeasurable. No more logging in

and out and back in to do their shipping. No more multiple systems training for

all the employees that ship packages. One stop shopping at its finest. It is a

very straight forward system and easy to use. Here is how you get it going:

How to Turn on The LSO omnishipSM

System• Turning on your new LSO omnishipSM is as easy as 3 clicks of your mouse. First step

is for you to login to the LSO webship site, just as before. Next, click on the “User Preferences” button. Next, on the bottom of the left column you will see a checkbox labeled “Use omniship portal”, click on the box. Next, click on “update”. That is all there is to it. If you log out and then log back in you will be in the new LSO omnishipSM system. Please see the illustration below.

We begin at the LSO Website, www.lso.com

Go to “Ship a Package with account”, type in the account number, then the username and password assigned to the accounts multi carrier site. Click <log in>

View #1 View #2

You should now be on the Shipping screen. From here you can do all of your shipping for all

carriers. The first time in you’ll need to set some settings and get the system ready to use:

Click on <settings> in the upper right hand side of the screen:

The first thing we want to set is the default setting for the customers packages. What

service do they wish to have as their default service? For this example we will use “LSO

ground”.

The rest of the selections are optional to the customer. Do you want “simple pricing”? Are

billing reference #’s required? Then, Click on <Save>, this process saves these settings.

The next part on the settings screen is to setup the other carriers. It is very important to

note that to setup FedEx and UPS on this system, the customer must have an account #

with those carriers as well as a username and login to their shipper sites. The multi carrier

site is asking for permission on the clients behalf to connect to the UPS and FedEx

websites and data. That is why the customer must have the username, login and account #

for those carriers. The next step is to get authorization to access these accounts. On the

web page, select the carriers which the customer plans to use. [Note], to use USPS the

client will be required to enter a credit card #. We will use UPS as an example for the next

steps. Setting up UPS and FedEx are the same over the next steps.

In the box named “Account Number”, type in the UPS account number.

Under that box you will see where it says “if you do not a UPS developer key please

click here to create it. Click on “here”.

The pop up screen explains the process and how long it should take to get the key

code back from UPS. Type in the username, password and account # in the

appropriate boxes. Click on “Activate UPS”.

To activate FedEx is to follow the exact same steps.

As it states on the key activation screen, it could take up to 3 days to get the information back from the carriers.

The information will come back to omniship’s partner, Postmaster and they will send it on to the account holder. At

this stage the settings page is finished. Be sure and click <Save> on the page before you leave it.

Let’s get some addresses in the system that can be used to ship packages. At the bottom of the screen you

will see a blue button and a green button. The Blue one is for <New> and the green is to <Import>. <New> is

the option to put one in at a time and <import> is to bring in a group of addresses. Click on <New> and add

an individual address.

Type in a quick code so that the whole name does not have to be typed to enter

their address when shipping. You can use numbers as quick codes.

Fill in the rest of the address fields. Note the last box is for a reference number. If

your company requires a reference number, this box has to be filled. Click <Add>

to add the address.

Now let’s look at importing an address book. Click on <Import>.

This page gives a very technical detail to the process of importing the address book. The

type of file is described and detailed for your convenience. You will find the file in which you

want to import and make sure it is in the correct .csv format. Once found, you will select it in

the box labeled “File to Import”. You can then choose to replace an existing address book or

add this address book to the current listing. If you choose to replace it will delete all the

other addresses in that address book. Click <submit>

Ok we have our settings set and your customer addresses in the system. It is almost time to ship

packages. There is one last tab to look at on the top, <Groups>. Under this tab you can create groups

from your address book so that you can make one click and it will ship to a group of your addresses.

Click on the <New Group> button to name a group. Once that has been done you will see the name of

the group in the drop down box under the header Groups. You can use the drop down arrow to go

between groups. This feature is great if you have 25 of the same box, same weight going to 25

different addresses. All you have to do is click on “Create Shipment”, put in the weight and click on

<print labels>. Very quick, very easy.

Now it is time to create an Airbill. On the main page click on <Ship>. This will take you to the page that we

opened to when we began the program.

The From side of the page should be already be filled in as it is the default address of the account # used

when logging into the system.

The To side will be empty and awaiting the address.

Click on the <quick code> box and begin typing a quick code. The system will show you all the quick code

customers with those letters or numbers. You select which you want and it fills in all the blanks. Of course,

if you choose, you can type each field in for the shipping name and address.

You may put in reference numbers, choose a declared value, change the number of

packages, type in the weight, have the carrier selection set to <automatic> (defaults

to LSO in our service area) or pick a carrier of their choice, what type of service you

wish to ship, use simple pricing, include a PO#, require a signature, and then how you

are printing the label.

Now it is time to print the label. Click on <Print Label>. The system will spool up however many labels

you need (based on how many packages you chose to ship).

Click on <label> and the printer will spool up to print that label. Click on <summary> and it will print the

summary confirmation page.

That is all there is to creating a label and printing airbills on the multi carrier software system.

There are a few more tabs at the top of the page that are self-explanatory, Track, Pick-up,

Rate quote and Reports. They each do exactly what the titles state. The rate quote does

include FSC when giving you the estimation.

The next option at the top of the page is Pickup. This option will allow you to schedule a pick-up

without leaving the multi carrier site. When you bring up this page you will see your (shipper) address

on the left hand side and the pick-up options on the right. Simply fill in the boxes on the right hand

side with the appropriate information and then click on <pickup>. Be sure and allow a 1 hour window

between the pick-up time and the time the business closes, for the driver to arrive.

OPT Out Availability: There is one more detail to examine on the multi carrier site. If you begin

using the multi carrier system and then for some unforeseen reason, you wish to go back to the LSO

webship site for your shipping needs, it can be done by the click of a button. While in the multi carrier

system, click on the “Settings” button in the top right portion of the screen. The setting screen will be

opened and you will see a red button labeled “Switch to old Portal”, click on it. By clicking on this button

the you will be asked if you would like to return to the old portal and let them know that you will not be able

to ship via alternate carriers. If you wish to go to the LSO webship site, just click on “yes”. There will also

be a button of similar nature on the LSO webship site that will allow you to go from webship to the multi

carrier site. It is as easy as clicking a button.