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Custom Address Source Ultimate Guide

A guide to mapping every field on the Custom Address Source

Custom Address Source Name

Enter a name to uniquely identify this record. For example "Return Case shipments".

Shipment Object Lookup Field

This is the object that you will be shipping to. Zenkraft supports both standard and custom objects.

Our most common standard objects include Case, Order, Contact, Lead and Account.

Make sure you have created your lookup from the Shipment object to your object that you integrate with before you start creating a new Custom Address Source. To create a lookup go to Setup > Object Manger look for the Shipment object, and then click New under Fields and Relationships. Create the lookup and it will appear in this list.

You may have a use case whereby you need multiple custom address sources for the same object, if so they you can populate the ID of the Custom Address Source you will be using in this field Origin Custom Address Source Id Field so that when your user clicks on the New Shipment icon on the related list, the correct Custom Address Source mapping is used.

Sender Address Fields

You should only fill in this section if you need to specify a different sender address than what is specified on your preference. If this section is blank then the sender fields will be automatically populated with the Shipping Address from your preference.

Recipient Address Fields

This section is required (unless you are setting up the Custom Address Source for B2B Cart). The majority of carriers require all these details to be filled in. Below we detail any specifics of each field:

Name Field

Most carriers limit this to 35 characters.

Email Field

Make sure this is a valid email address

Company Name Field

Most carriers limit this to 35 characters.

Phone Field

The phone number usually must be at least 10 characters long. You can also include the country code. For example +44 for the United Kingdom.

Street (TextArea option)

If you have your Street lines all in 1 text area use this field. Most carriers limit each street line to be 35 characters long.

City Field

Most carriers limit this to 35 characters.

Street Line 1 (TextLine option)

If you have your Street lines all seperated into individual lines then use these fields. Most carriers limit each street line to be 35 characters long.

State Field

We generally recommend using the two letter state code or the Standard Salesforce State Code Picklist for this field. For non-US and non-CA shipments the state is not generally required

Street Line 2 (TextLine option)

If you have your Street lines all seperated into individual lines then use these fields. Most carriers limit each street line to be 35 characters long.

Postal Code Field

Most countries use the Postal / Zip code so please ensure you populate this iformatino correcty. Some carriers validate the city and postal code match and won't allow you to ship unless they are correct.

Country Field

We generally recommend using the two letter country code or the Standard Salesforce Country Code Picklist for this field.

Is Residential

This is a checkbox type field. True or False.

Wizard Mode

There are 4 Wizard Modes to choose from:

Default - this is the standard shipping wizard.

Pick and Pack - this mode loads the Pick and Pack interface.

Outbound and Return - this loads the default looking wizard and allows you to specify the return Custom Address Source to use. The wizard has seperate tabs for Outbound and Return shipments.

Outbound and Return (Pick and Pack) - this loads the Pick and Pack wizard and allows you to specify the return Custom Address Source to use.

Packages

Use Child Object - use this checkbox if you want to use your child objects to specify the size and amount of the packages that will be included in this shipment. Good example of this are from the Order -> Order Items, Opportunity -> Opportunity Line Items use case.

Packages - This is where you can specify the fields for the Weight and Dimensions of the packages.

Link Shipment Packages to Original Object - Utilize this field if you want to record which items went into which package. This is used in conjunction with the Pick and Pack interface or if you utilize the Boxing Alogirthm checkbox below. To set this up please create a Lookup from the Packages Object to your Child Object Item. For example your Order Line item or Opportunity Line Item.

Boxing Algorithm - If you want us to automatically calculate the best packages to use for adding your products into your boxes you can select this checkbox.

Products / Customs Items

This section is where you can pre-define the items you will be shipping internationally, or if you are using the Pick and Pack interface.

For international shipping, the carriers generally require you to specify the Description, Quantity, Weight, Value, Country of Manufacture and Harmonized code.

Use Child Object - use this checkbox if you want to use your child objects to specify the items that will be included in this shipment. A good example of this is from the Order -> Order Items or Opportunity -> Opportunity Line Items use case

Packages - This is where you can specify the fields for the Weight and Dimensions of the packages

Link Customs Items to Original Object - Utilize this field if you want to link back to your product object. This then allows you to easily create reports of most ordered items. To set this up please create a Lookup from the Customs Items Object to your Child Object Item. For example your Order Line item or Opportunity Line Item.

Preference

We recommend you always specify the Preference you will be using here even if you don't have multiple preferences, so that in the future if you ever add a new preference then the current configuration will not break.

Preference Name Field

Set the Preference that you will be using. Useful if you have multiple preferences.

Label Image Type Field

The default will be taken from the default you have set on your preference, but you might have a use case whereby you want to create label in a different format. For example your outbound labels will be using the ZPL thermal type, and your return labels you are emailing to your clients will be PDF.

Dates

This field is not required, but if you do need to specify a future date you can set it here.

Ship Date Field

The field must be of type Date

Shipment / Package Type

Shipment Type Field

The default value for this field is OUTBOUND for outbound shipments, but if you need to create return shipments then you can specify RETURN.

Package Type Field

This is a required field if you want to automate shipments. The values for this field differ depending on the carrier. All carriers have your_packaging as a value that can be set. To get the list of other packaging types for your specific carrier please follow this link.

Service Type

Service Type Field

This is a required field if you want to automate shipments. The values for this field differ depending on the carrier. To get the list of service types available for your specific carrier please follow this link.

International Service Type Field

This is a required field if you want to automate international shipments. The values for this field differ depending on the carrier. To get the list of service types available for your specific carrier please follow this link.

Reference Field

Reference Field

If you want to pass a reference to the carrier then populate this field. Depending on the carrier the reference will show up on the label. If you want to add more references (dependent on carrier), then you can add these later on in the Specific Carrier Fields section.

Billing Field

You may need to bill the shipment costs to the recipient or even a third party on occasion. This section allows you to set these values.

Billing Account Number Field

Enter the account number that you want to charge this shipment to.

Payment Type Field

This is required if you want to set the values as RECIPIENT or THIRD_PARTY. The default value is SENDER.

Billing Email Field

Some carriers want to have the email populated.

Billing Name Field

Some carriers want to have the name populated.

Billing Phone Field

Some carriers want to have the phone populated.

Billing Company Name Field

Some carriers want to have the company name populated

Billing City Field

Some carriers require the city field to be populated as they use that to authenticate you are using the correct account for third party billing.

Billing Street Field

Some carriers require the street field to be populated as they use that to authenticate you are using the correct account for third party billing

Billing State Field

Some carriers require the state field to be populated as they use that to authenticate you are using the correct account for third party billing

Billing Country Field

For third party billing the carriers usually want to know the country of the associated account. This is true for FedEx and UPS.

Billing Postal Code Field

For third party billing the carriers usually want to know the country of the associated account. This is true for UPS.

Specific Carrier Fields

Most carriers have specific fields that are required to be populated. A good example is for creating return shipments with UPS. You need to specify the return type such as Print and Mail, Pickup Attempt 1 or Print.

Some carriers require quite a few fields to be populated so we have created the Template section for you to choose these grouping to automatically populate the required fields. Example templates are shown here:

For one off specific carrier fields you can click on the Add button and search for the carrier, and it will give you a list of all the available options.

If you have multiple carriers you can add multiple carrier related fields to one Custom Address Source, and as long as you set the Preference correctly in the preference section you will not hit any issues.

Output for Rate Request

Use this section only when you are specifically creating a Custom Address Source for getting rates. The guide to do this is here

Set which field on your lookup object should be populated by the response from the carriers using the fields specified in this section:

International Section

You can set the international documents section on the wizard by adding the Salesforce IDs for the required documents.

Update Original Object after Ship Success

You may have the requirement to copy information from the Shipment object back up to your lookup related object. For example the tracking number or shipment costs.

You could write a process builder, if you need specific logic, or you can use this section to specify the field that you would like to copy.

Error Handler

If you are automating your shipments via Process Builder Tasks, you might have a situation where the shipment doesn't get created due to any number of reasons, but mainly due to incorrect address information. This section allows you to specify which field on your lookup record should store any error messages. This then allows you to write a report on any shipments which failed so that you can manually edit the address fields, for example, to then allow the shipment to successfully get created.

Branding settings

If you are using Branded Tracking and you have multiple brands this sections allows you to specify the name of the Branded Tracking tab to use.

Automation settings

These fields can be set to help with some of the automation.

Auto Create Shipment

This checkbox is used when you are using the Shipment wizard and you want to automatically try to create the shipment if all fields are set correctly. This is known as One Click Shipping.

Auto Print

Once the shipment has ben created via process builder tasks or via the wizard, if this checkbox is set to true, we will attempt to print the labels out to your printer. Make sure that you have set the printer default for your user so the labels come out of the correct printer!

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