Shipping Solutions® Video Tutorials

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Shipping Solutions Software Demos

Generating Export Documents


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.


Creating 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.


Creating an Electronic Certificate of Origin


If you are used to manually creating your certificate of origin, delivering it to a local chamber, waiting for it to be reviewed, signed and returned to you and then sending it to your customer, you can save a lot of time, and probably money, by completing your certificates of origin through Shipping Solutions. This video shows you how.


Creating a USMCA Certificate of Origin


The United States-Mexico-Canada Agreement (USMCA) replaced NAFTA in 2020 and requires companies that want to take advantage of reduced duties under the agreement to provide some type of certification of origin in written or electronic form. While there is no specific certification form, there are certain data elements that must be provided in order to qualify. The short video shows you how to quickly create a USMCA Certificate of Origin that meets those data requirements and how to print it out on plain paper, save it as a PDF file, or email it to your trading partners.


Creating 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.


Creating a Shipper's Letter of Instruction


A Shipper's Letter of Instruction (SLI) is often provided by the exporter to his or her freight forwarder with details about the export shipment. If you are also relying on your freight forwarder or other agent to file your electronic export information (EEI) through the Automated Export System (AES), the SLI in NCBFAA format includes all the details they need to make this filing. This short video walks you through the process of creating an SLI using the Shipping Solutions export documentation software.


Creating Dangerous Goods Documents


Shipping dangerous goods often requires that you properly complete the required transportation documents as required by the International Air Transport Association (IATA) and the International Maritime Organization (IMO). This video demonstrates how to use the Shipping Solutions Professional export documentation software to create the IATA and IMO dangerous goods forms and to locate and store the correct dangerous goods information with your product information in the software's Product Database.

Shipping Solutions Additional Functionality


Filing Your EEI through AESDirect on 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.


Export Compliance Module


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.


Combining 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.


Generating Reports


Shipping Solutions export software allows you to create reports from your shipment data, so you can analyze what you are shipping to whom and how often. There are preformatted reports that organize your shipments by date, customer, the country you're shipping to, and more. Or you can create a custom report with the data you need and export it to Excel. To learn how to generate reports in Shipping Solutions, watch this short video.

Shipping Solutions Data Exchange Manager (DXM)

Shipping Solutions Software Setup


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.


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


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


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.


Customizing Your Export Documents


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.

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"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.
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Shipping Solutions
A Division of InterMart, Inc.
1400 Corporate Center Curve
Suite #130
Eagan, MN 55121
Phone: 651-905-1727
Fax: 651-905-1827
Toll Free: 888-890-7447

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