Getting Started with Shipping Solutions Export Software

 

Shipping Solutions export software is the fast, easy and affordable way to complete and your export forms. This eight-minute video shows how easy it is to use Shipping Solutions to create and print more than two dozen export forms, file through AES, and stay compliant with export regulations.

AESDirect Data Requirements

 

If you are exporting goods from the United States valued at more than $2,500 per Schedule B code, you or your agent generally needs to file your export information electronically through the Automated Export System (AES). While this process can seem intimidating at first, Shipping Solutions software makes it easy to file through AES while also completing more than two dozen standard export forms. This 3-minute video shows you what data are required by the Foreign Trade Regulations for filing through AES and how to enter the data in the Shipping Solutions export software.

AESDirect Filing via the ACE Portal

 

Once you have entered the data needed for an AESDirect filing, watch this 4-minute video that shows you how to complete the filing through AESDirect via the ACE portal. If you are exporting goods from the United States valued at more than $2,500 per Schedule B code, you or your agent generally needs to file your export information electronically through the Automated Export System (AES). While this process can seem intimidating at first, Shipping Solutions software makes it easy to file through AES while also completing more than two dozen standard export forms.

Shipping Solutions Export Compliance

 

Shipping Solutions can be an integral part of your company's export compliance program. The shipment log allows you to track all the activities you do to comply with U.S. export regulations, and the Export Compliance Module has three features: 1) Restricted Party Screening allows you to screen the parties in your transaction against the government's denied parties lists, 2) Export License Determination helps you determine if you need an export license for your shipment and 3) Document Determination helps you determine what export documents are needed for your shipment. This video demonstrates each of the export compliance features in Shipping Solutions.

Importing Your Data into the Contact and Product Databases

 

A major benefit of using Shipping Solutions is storing your customer and product information in the software’s databases, so you don’t have to type the addresses and product detail every time you create a new shipment. If you already have this information stored in another source such as an accounting or ERP system or Excel spreadsheet, you can easily import this data into Shipping Solutions rather than type it in by hand. This four-and-a-half-minute video shows you how.

Data Exchange Manager-Part 1: Overview

   
 
       
   

This video provides an overview of the Data Exchange Manager (DXM), which allows you to import orders from your company’s accounting, order entry or ERP system into Shipping Solutions Professional in order to produce your export documents, file your electronic export information, and fulfill your export compliance requirements.  The video helps you decide if the DXM is right for your company and outlines the initial decisions you will have to make before you setup the DXM.

Data Exchange Manager-Part 2: Setup with Text Files

   
 
       
   

After you have watched the overview video, watch this video if you have decided to setup the Data Exchange Manager (DXM) using text files that are either file or folder based.

Data Exchange Manager-Part 3: Setup with XML Files

   
 
       
   

After you have watched the overview video, watch this video if you have decided to setup the Data Exchange Manager (DXM) using XML files that are either file or folder based.

Data Exchange Manager-Part 4: Running the DXM

   
 
       
   

After you have watched either Part 2 or 3 of this video series to learn how to setup the Data Exchange Manager (DXM) using either text files or XML files, watch this video to learn how to run the DXM.

Data Exchange Manager-Version 9.07 and earlier

 

If you are using Shipping Solutions Professional Version 9.07 or earlier, watch this video to learn how to setup and run the Data Exchange Manager (DXM).  If you are using version 9.08 or later, see the four part video series on how to setup and run the DXM in the current version of Shipping Solutions Professional.

Combine Individual Orders Into a Consolidated Set of Shipping Documents

 

The Shipping Solutions Consolidation Utility allows you to combine multiple shipping records stored in the Shipping Solutions Professional software into a single set of export documents. This Utility is often used in conjunction with the Data Exchange Manager, which is used to import orders from your accounting, order-entry or ERP system, because the information is imported as individual orders rather than as a single shipment. This four-minute video shows you how to quick and easy the Consolidation Utility is to use.

Importing Your Old Shipping Solutions Data into Version 8 or Version 9

 

Once you have installed Shipping Solutions Professional version 9 or Shipping Solutions Classic version 8, you may have data from a previous version of the Shipping Solutions software (version 6.x or later) that you want to import. This four-minute video walks you through the process of converting your old data so that it appears in the new version of the software.

Customizing Your Documents in the Shipping Solutions Export Software

 

The Shipping Solutions software allows you to make modest changes to the appearance and functionality of certain export forms generated in the software. This three-and-a-half minute video shows you how to change print options; change form and field labels; modify date, price and Schedule B formats; and hide certain data fields depending on your company's needs and preferences.

Adding Signatures and Logos to Your Export Forms

 

Shipping Solutions allows you to print your export forms with your company logo and/or an electronic version of a signature included on select export documents. This two-and-a-half-minute video shows you how to save logos and signatures in the Shipping Solutions software and how to select a signature to print on a specified export form. Watch the Setting Up User Profiles in the Shipping Solutions Export Software video for more information about assigning logos and signatures to specific Shipping Solutions software users.

Setting Up User Profiles in the Shipping Solutions Export Software

 

Regardless of whether you are using the single- or multi-user version of Shipping Solutions, you may have different people using the software to create your export paperwork, or you may have one person creating paperwork for different locations or different divisions of the company. The Shipping Solutions software allows you to create different user profiles and store a different company logo, a different signature, and different default settings for each profile. This four-and-one-half-minute video shows you how to set up one or more user profiles.

Setting Up User Groups and User Accounts in the Shipping Solutions Export Software

 

The multi-user version of the Shipping Solutions software allows you to create user groups and then set up user accounts for each of your users. This allows you to limit access to different parts of the software to different groups of users. You may, for instance, give some users the ability to create new shipment records, add and change information to that record, and then print out the export forms, file through the Automated Export System (AES), and run export compliance screenings. You may have other users who only need to be able to print out the export documents. This video shows you how to create those different user groups and then assign specific Shipping Solutions users to those groups.

How to Complete NAFTA or Other Free Trade Agreement (FTA) Certificate of Origin

Shipping Solutions software makes it easy to complete a NAFTA Certificate of Origin in English, French or Spanish as well as Certificates of Origin for the Australia FTA, CAFTA-DR FTA, Chile FTA, Colombia FTA, and the Korea FTA. This short video walks you through the steps you need to create these documents in less than three minutes and then print them out on plain paper, save them as a PDF files, or email them to your customer.

How to Complete a Commercial Invoice

Shipping Solutions software makes it easy to complete a Commercial Invoice in English, French or Spanish while also creating more than two dozen other export forms. This short video walks you through the steps you need to create the invoice in less than three minutes and then print it out on plain paper, save it as a PDF file, or email to your customer.

How to Complete A Generic Certificate of Origin

 

Some countries require that exports from the United States include a certificate of origin form signed by a U.S. Chamber of Commerce to verify that the goods originated in the U.S. This short video walks you through the steps you need to create the Certificate of Origin in less than three minutes.

How To Create A Packing List

The purpose of the Packing List is to show the contents of a shipment when it leaves the exporter's dock and to indicate the weight, measurements and piece count of the packages included in the shipment. Watch this four minute video to see how easy it is to create a Packing List using Shipping Solutions export document and compliance software.

Try Shipping Solutions free with no obligation and see why it’s the
#1 selling export document software.

"We use Shipping Solutions by InterMart. Using this software greatly reduced the amount of time it took us to generate Word or Excel based documents. It also provides for consistency of information between the documents —no more  incidental typos!"

Jodi Schneider
American Dairy Brands

"This is such a great tool! I love the Windows look and the ease with which it works. I feel very confident recommending Shipping Solutions to all my customers who export." 

Mary Apking
Alco Spring Industries, Inc.

"Thank you so much for developing an export software program that is actually user friendly! I am so thrilled to have this new tool at my fingertips. I just installed it this morning and cannot believe how easy it is to use."

Joy Keller
OS Walker Co.