Lexmark Version 3.0 manual Masterform Setup, Setup Accounts

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MASTERFORM Setup

MASTERFORM needs to know your UPS account number, log book number, and option preferences before you begin shipping. Click the Setup icon on the MASTERFORM main menu to set up this information. Figure 11 shows the Setup screen.

Figure 11: Inside Setup you can enter UPS account information, choose options, and configure reports.

SETUP ACCOUNTS

1.In the Account column, enter your UPS account number. MASTERFORM can save shipment information for multiple account numbers; simply enter all the account numbers you use in Setup and then select the appropriate number for each shipment from the account number drop-down list when you’re filling out the shipping paper.

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Contents User’s Guide East Pine Street, Suite Seattle, WA Toll free Local Fax User’s GuideContents Getting Started Using Printing the Shipper’s Installation and Setup Introduction to Masterform General featuresInstalling Masterform for UPS Domestic Edition Download New UPS Chemical Table featureProfessional and Military Edition Suites What’s my name & password? Structure of MasterformDomestic or International? Where to install Masterform Where to get formsNew shipping paper design for laser printers Set up the System DSN connection Install the softwareTo manually set up the System DSN connection Sending your Masterform shipments to UPS OnLine WorldShipHazmat Confirm that Hazmat is now listed, then click OK Specify a hazmat package in WorldShip Send hazmat shipping paper data to WorldShipTo specify a hazmat package in WorldShip Deleting HAZMAT/DG recordsSupport and Resources By Phone Technical Support and Contact InformationVia E-mail Online InfoOther Contacts DOT ContactLabelmaster Software Hardware Recommendations Remember Chemical table resourcesTemplates Managing Templates and AddressesAddresses File ExtensionsMasterform Setup Accounts Masterform SetupSave template by default Bypass Authorization ScreenPackage Label Warning Allow Proper Shipping Name editsShipping under multiple accounts To add users to the list Security Defining user names and passwordsHow log book numbers work Why are my log book numbers repeating?To Save a Template Making, naming, and saving templatesWhen should I use templates? What is a template?What should I name my template? How do I reenter a saved template?Working with templates Deleting templates Editing the proper shipping name PSNTo select the Edit PSN option Confirming the labels required for your package Using an Exemption Packaging numberPre-printing forms for future use Turning off the Labels Required field warningFeatures and Options Writing notes inside To write a noteTo read a note Entering addresses in the Address Book Prepare your data Import Excel or Access address data to the Address BookFormat your address data into columns with these exact names Import your data into the upsAddress tableSelect Get External Data Import from the File menu To export addresses from Masterform Exporting addresses from the Address BookSelect how you want to save the table To set a default field value Setting default field valuesTo remove a default field value Saving multiple field valuesViewing the regulations Form-Fill Wizard Step by Step Choose a template and a form type to begin Screen 1 Shipment TemplateScreen 2 Shipper Information Screen 3 Shipment InformationScreen 4 Proper Shipping Name Screen 5 The Chemical Table Screen 7 Print Preview Screen 6 Ground or Air ShipmentQuantity and Unit of Measure UOM Limitations Add up to three materialsPrint Preview you can Screen 8 Print and Save Shipment TemplatePrinting the Hazardous Materials Shipping Paper Form 1 Hazmat Shipping Paper General Printing OverviewForm 2 Shipper’s Certification PrintersCreating a custom paper size tractor Installing a printerSelect the option Use Specific Printer To manually create a custom paper size Windows 9567 in 800 To manually create a custom paper size Windows NTSuggested printer drivers Changing the printer driverTo change to the Epson driver Changing the Emulation Mode on the printer tractorTo change the Emulation Mode on an Okidata 320/321 Setting the MarginsIf you are using the tractor form If you are using the new laser formNudge tool Moving fields on the form use the Nudge toolTo use the Nudge tool Add or remove lines from the printed form Increase or decrease the size of printed textPrinting the Shipper’s Certification To print a Shipper’s Certification Printing the certificationSaving shipments to the certification Removing mistakes or duplicates from the certificationSave to Shipper’s Certification? Click Purge Data Purge old certification recordsTroubleshooting Overview Account number not in the drop-down list Printing gibberish or symbolsCustom paper size not in paper size list Printer feeds forms up too farShipper’s Certification prints on two pages Laser forms are not lining up properly Printer prints blank pagesLog book numbers are repeating Can’t edit the PSN proper shipping nameText you entered isn’t an item on the list UPS WorldShip, the HAZMAT/DG Reference list is blank UPS WorldShip, the HAZMAT/DG Reference list is grayed outUnexpected error occured Subsystem Do you want to convert or enable the database? Run Time Error 9 in Configure ReportsYou do not have a license with MS Access Uninstalling Masterform Before you uninstallTo uninstall Masterform License Agreement Page Page Index Page Naid Page 156 East Pine Street, Suite Seattle, WA