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Shipping Preferences Guide

A guide to setting up shipping preferences.

General Instructions

To create a new Shipping Preference click on the App Launcher and search for and click on Shipping Preferences, or click on Shipping Preferences in the header menu.

Click on the New button:

Select the carrier that you want to add. The credential requirements, default settings, and additional fields will be dynamically updated based on the selected carrier.

You will then see in the next section where you need to add your account number and/or API credentials.

For the relevant API credentials please check the carrier specific page.

NOTE: From v1.114 you can set whether the preference is for a test account (carrier dependant) when entering the credentials using the "Use Test Account" toggle.

Company Name and Contact Information

These fields are for internal use only and are not validated by the carrier APIs.

Shipping and Billing Addresses

The Shipping and Billing Address fields are usually for internal use only with a few exceptions, where they are used for the account authentication in the setup process, i.e FedEx, UPS.

Default Sender Details

These details will be displayed as the sender information unless overwritten from the Custom Address Source.

Email Label Defaults

It is possible to pre-set certain elements of the label email, such as the Display Name, Reply-To, Subject, or Text Body.

It is also possible to use a Salesforce email template by clicking on the Email Template Id Default dropdown and selecting a template:

Other Defaults

If you want to configure a default currency, label type, or dimension unit, you can do that under Other Defaults along with many other settings.

Currency Default

By default the preference currency is set to US Dollars (USD). You can change the default currency by clicking on the list and selecting the currency you need.

Label Image Type Default

The default label image type depends on the carrier selected for the preference, as each carrier offers a different set of labels available.

In case a carrier does not offer PDF labels an option to convert GIF to PDF will become available.

Dimension Units Default

Dimension units are defaulted to IN, but this can be changed to CM by clicking on the list. However, some carriers, such as USPS, only accept IN as dimension unit.

Weight Units Default

Weight units are defaulted to LB, but this can be changed to KB in the list for most carriers. Some carriers, such as USPS, only have LB and OZ to choose from.

Please note, that the dimension unit and weight unit need to correspond: IN-LBS or CM-KG.

Scales & Auto Weigh

If Scales are enabled then you can get the weight of your product in the Shipment Wizard with the click of a button. Additionally, by enabling Auto Weight Package, you can have the package weight automatically loaded in the Shipment Wizard.

Wizard UI Configuration

From v1.128.10 it is possible to customize the list of special services that are displayed in the Shipping Wizard.

Go to Shipping Preferences and select the preference you want to customize then click edit. Scroll down to the bottom of the page and click on the Wizard UI Configuration button.

Default Section Visibility

In this setting you can specify whether you want to show the special services in an expanded or collapsed view, or hide it completely.

Special services list

Under the 'Default Section Visibility' setting you can find the full list of available special services with the selected carrier. If you do not need or want to use certain services you can click on the toggle to disable them.

Next time you open the shipping wizard using this preference you will see the limit list of services in an expanded or collapsed view depending on the visibility setting.

Carrier Counts

Zenkraft is licensed based on the number of users and carriers. The Zenkraft support team will update your carrier count based on the contract. Once this is done you will need to:

Go to Zenkraft Settings (v1.114 and below or v1.129 and above) or Bringg Settings (v1.118-v1.128) and look for the number of allowed carriers then hit refresh.

If you are using v113 or below, go to the Preference tab (click the "All" list view):

Click "Update License" to update the latest number of carriers supported.

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