Zenkraft Blog

Run your Logistics and Post-Purchase Experience on the Salesforce Platform.

Status Exception Report

Published on 08 May 2018 by in returns 

This report will show you a list of shipments which have an atypical status description for example stuck at customs, held at UPS location or customer unavailable.

Step 1

Create a report for ‘UPS Shipments’

Step 2

Add the following fields:

  • UPS Shipments: UPS Shipment Number
    UPS Checkpoint: UPS Checkpoint Name
    Status Exception Description
    Event Description
    Recipient Name
    Recipient Phone
    Email Recipient

Add the following filter:

Status Exception Description not equal to “” (Empty)
AND Delivered = “False”

Tip – You can also filter by date to show you most recent shipments.

Step 3

Save the report

Final Result

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Report on unused RMA labels

Published on 01 May 2018 by in salesforce fedex reports returns 

If you have sent our an RMA label for a customer to return a faulty product, this report will show you exactly how many of them are still outstanding.

Step 1

Create a report for ‘UPS Shipments with Order’

Step 2

Add the following fields:

UPS Shipment: UPS Shipment Number

Status Description

Order: Order Number

Recipient Name

Recipient Phone

Add the following filters:

Returns Shipment = “True”

AND Delivered = “False”

This will allow you to produce a call list of those customers who have received returns labels but have not used them yet.

Step 3

Save the report

Final Result

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Customer Success – Meyer Dunlap

Published on 25 April 2018 by in salesforce fedex 

Meyer Dunlap is a promotional product distributor – Working with brands such as Samsung, Jim Beam and American Airlines, they provide the vital link between brands who want their logo on products and manufacturers who produce these products. You can find them at

The Challenge

  • Meyer Dunlap needed a way to track shipments from their suppliers, all the way through to their end customers.
  • With up to 6,300 shipments being sent out at a time, they needed to be able to see at a glance if there were any exceptions or problems with shipping. In the past, this would require uploading 20-30 tracking numbers to at a time, taking hours of valuable time and restricting scalability.
  • Exceptions and shipping problems which would occur could not be dealt with quickly enough leading to potentially unhappy customers.
  • These exceptions would be then sent back to their original destination costing Meyer Dunlap money to ship again.

The Solution

  • Meyer Dunlap use Zenkraft to track and report on thousands of shipments every day. Their suppliers send them details of order numbers when they ship them, which are then uploaded into Zenkraft where they can be reported on instantly.
  • Meyer Dunlap first found out about Zenkraft after they had committed to using Accounting Seed, a valued partner of Zenkraft.
  • Due to the simple set up and excellent customer service Zenkraft is famous for, Meyer Dunlap were able to get started in a couple of days.
  • Meyer Dunlap are now able to upload all of their order numbers to Zenkraft and instantly track and report on every single shipment at a glance. This allows them to predict and solve any potential issues right away.
  • The ability to configure the frequency of tracking updates allows them to notify customers within an hour of problems with shipments occurring.

The Results

  • The ability to instantly track and report on thousands of shipments in seconds is a life saver for Meyer Dunlap.
  • Meyer Dunlap use a 3rd party e-commerce platform which Zenkraft integrates with easily allowing everything to work without any problems at all.
  • Being able to alert customers as soon as a problem occurs gives Meyer Dunlap a huge boost to their already excellent customer service.

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Find out your total shipping spend with this report

Published on 15 March 2018 by in salesforce reports 

Step 1

Select ‘UPS Shipments’ as the report type

Step 2

Add the following fields:

UPS Shipment: UPS Shipment Number

Negotiated Rates Grand Total

Total Charges

Tip – You may see a difference between the Negotiated Rates Grand Total and Total Charges, this is because the ‘Total Charges’ field doesn’t take into account any discounts which you are entitled to.

Step 3

Summarize the Negotiated Rates Grand Total field

Check the ‘Sum’ checkbox

Step 4

Save the report

Final Result

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Is your business suffering because of its returns policy?

Published on 09 February 2018 by in  

Returns policy

Is your returns policy hurting your retail business?


With so much being bought online it is typical that users will occasionally want to return products for any number of reasons. This means as a retailer you must be ready to accept these returns. This doesn’t mean have enough cash flow to be able to refund the customer, or even to give them store credit (more on this later). You must have a plan to deal with the return as quickly as possible, providing a seamless returns experience.

The potential impact of not having a smooth returns process could be astronomical. 40% of users stated that they would not buy from that retailer again. This can be disastrous as we all know it is 5 to 25 times more expensive to acquire a new customer than it is to retain an existing one.

cash refund

It is the short-sighted retailer who refuses customers a cash refund.

The demands of today’s consumer are such that a refund of store credit may lead them to feel cheated. This could make them think twice before returning to shop with you again. Short term thinking suggests that giving store credit keeps the customer buying with you. This is not true as 95% of customers would shop again with a retailer if their returns experience was a good one.

As a retailer, especially when operating online where customers don’t have the option of talking to a person. It is especially important to show your returns policy as clearly as possible before someone decides to purchase. As many as 49% of shoppers will actively check the returns policy of a retailer prior to making a purchase. In the same way requiring customers to create an account before buying can put them off, offering a convoluted or restrictive returns policy, also creates a barrier to purchase.

A great example of this in the UK is that I recently bought some business cards for Zenkraft, there were two websites I could have bought them from, one didn’t have a returns policy listed, and the second gave a no quibble returns guarantee, so whether it was misprinted, or just wasn’t what I was expecting, even though the other website was cheaper, I bought from the second site simply because if anything went wrong I’d be able to send them back. This is so important, especially in this case for the retailer as I will definitely use them again.

Manage expectations and keep total transparency

According to e-commerce management platform Navar, the most important part of the returns process is transparency.

“Consumers are satisfied largely due to strong communication about package and refund status,” says Narvar about Amazon.

Enabling your customers to see the status of their return online, and keeping in touch via email is so important. Even though Amazon has more hoops to jump through before your return can be processed. Customers are more satisfied when kept in the loop by the retailer.

streamlined returns

So how can you streamline your returns process?

The demand for transparency, lack of restriction and speed of return/refund mean that the use of technology is a must.

You must be able to first allow your customer a simple and easy way to book a return with you. This means that the customer doesn’t have to call be on hold for 10 minutes. They want to be able to book the return on their computer, (or increasingly their mobile phone). Here are some things to think about:

  • Do you have a dedicated returns portal where customers can log in, or even just enter their order number?
  • How do you send your customers their return shipment label?
  • How do you let your customers know when their return will be processed/picked up and refund issued?

All of this can be done with the use of technology, have a look at this video we put together.

In the video, the customer is able to visit a returns portal. They can enter their order number and choose which product they want to return. The most important part for the retailer is being able to give a reason why they are returning it. This last feature allows the retailer the visibility over the reasons for returns. If the product is consistent of insufficient quality. The wrong size or color, the retailer will be able to make adjustments further up the chain.Once the return is booked automatically with the carrier company, the customer can print the return label or have it emailed to them.

Call centre returns

The Solution

Another way you could do this, especially if you have call centre facilities, or a customer service team, is to have customers call up to book a return with you. This way you can book the return over the phone and email them the label. This can only be done using technology and having customer data as well as shipping data available inside your CRM system.

The next stage will be to keep the customer informed as to when they will receive their refund. This will require you to email them, or SMS them, or even allow them access to the portal which will show them the status of the return. This is perhaps the most important part of the returns process. This is where the customer is in limbo between sending the parcel and receiving their refund. 29% of customers interviewed by Narvar were worried their return would get lost in the mail. This extra level of communication will be hugely important.

Finally processing the refund and restocking the product. This could perhaps be the most complicated of all of the processes as it involves so many moving parts. You may be using your CRM and accounting software to process the refund. Your ERP and inventory/warehouse management system will be used to restock the item ready for resale. Remember you also need to keep your customer notified of when their refund will be with them. Joining all of these dots again can only be done with Technology and applications such as Zenkraft and Salesforce.

At Zenkraft, we have developed a system which keeps all of your shipping data and customer data side by side. This means that not only can you generate shipments without needing to copy and paste data to your carrier company, completely eliminating any potential human error.

Are you a retailer? What is your returns policy? What have your experiences with other online and offline retailers been? Let me know below in the comments.

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