Introduction

There are a number of ways you can use automation with our app and it's a simple case of clicks and not code. These include the Creation of Shipments, Emailing Labels, Calculating Rates and Tracking Shipments all utilizing process builder.

If you are happier to use Flows then you can follow this guide here.

Creating Shipments

Our invocable method allows you to create a shipment using automation from any object for which you have set up a Custom Address Source. If you haven't set up a Custom Address Source then please follow this guide that explains how to do so.

In this example we will create a shipment from the Opportunity object when the Stage field gets set to "Closed Won".

Step 1. Set all required fields

In your Custom Address Source you will need to have these items set as a minimum:

Recipient Address Fields:

• Name Field
• Street 1 Text Line Field
• City Field
• State Field
• Postal Code Field
• Country Field
• Phone Field

Packages

Preferences

Preference Field: the value of this field can be set to the name of the preference (e.g. "ShippingPreference-0000")

Shipment / Package Type

Service Types

Reference Field

Step 2. Set up the automation

Create a Flow by going to Setup > Process Automation > Flows, and click the New Flow button and select Record-Triggered Flow.

Since in this example we use the Opportunity record moving to "Closed Won" stage, select it from the Object search. The flow should be triggered when the record is updated and the above mentioned condition is met.

Add a new immediate action and select the Create Shipment (Multi Carrier) option.

Set the customAddressId to the Salesforce ID of the CAS you configured in Step 1, and the recordId to the triggering Opportunity ID.

Save and activate your flow.

That is all set, you will now be able to have shipments created via flows.

Testing

Once you have activated the flow go to an Opportunity, set it to "Closed Won" and a shipment will be auto-created.

One-button Shipment Creation

In this section we will show you how to create a custom button on your object that does the same as the New Shipment button from your related list.

The most usual use case for this is if you want to create two one-click shipment buttons from a standard or custom object. One for a standard outbound shipment, and the other for a return shipment.

In this guide we will use the standard Case object. First, we need to make sure that our Custom Address Source related lists are already added to the page. If you haven't set up your custom address sources yet, please follow this guide.

Once set up, you should have the two related lists on the page like so:

Click on the New Shipment button on the first item and copy the Shipment Wizard URL. Save this URL somewhere, as we will need it later on.

Next go to Setup > Object Manager > Case (the object you're using) > Buttons, Links, and Actions, then click on New Button or Link. (If you're using Salesforce Classic, then the steps are Setup > Customize > Case (the object you're using) > Buttons, Links, and Actions > New Button or Link.)

Enter a Label and Name. Select Detail Page Button. Under the Behaviour select Display in existing window without sidebar or header. Set the Content Source to be URL.

Now it's time to get the Shipment Wizard URL we previously copied, and paste it in the text area.

There are three changes we need to make to the URL. Lets split out the URL so its easier to read. Every time you see the “&” or “?” press enter. This is the point we need to insert the merge fields.

The first one to replace is the “Case Number” of the Case object. In this example 00001026 will be replaced with this merge field {!Case.CaseNumber} And the next two replacements of 5004K00000325lY are the salesforce case IDs, which are replaced with {!Case.Id} as you can see here.

Click Save.

The next step is to add this newly created button to the object layout.

Go to Setup > Case > Case Page Layouts, then click on the arrow next to the layout you want to change, and click Edit. (If you're using classic, then navigate to any Case object and click on Edit Layout.)

Click on Buttons, find the button you created earlier, and drag it down into the Custom Buttons section.

Click Save. The button should appear on the top of the page.

Repeating the steps above you should now be able to create the Return Shipment button linked to the second Custom Address Source.

Shipping in Bulk

It is possible to ship in bulk with our application. For more information please review our Bulk Shipping guide.

Creating Return Shipments

It is possible to create return shipments within the Multi-Carrier app if it is supported by the carrier.

Create return shipments in the wizard

Open the wizard and click on the Preference section, then select Create a Return Shipment.

The address information headers will change to Return Shipment to and Return Shipment From.

Fill in any carrier specific details. For specific information please visit the carrier guides.

Create return shipments using the custom address source

Put the Return Shipment To address information under the Sender address details and the Return Shipment From information under the Recipient address details. This is because the app will know based on the shipment type that these addresses need to be reversed. (See above.)

Set the Shipment Type to RETURN under Shipment/Package Type.

Fill in any carrier specific details. For specific information please visit the carrier guides.

Emailing Labels

Our invocable method allows you to automatically send a Multi Carrier label via email as an attachment.

Fill out the details in the Shipping Preference

Go to the Shipping Preference you are using and click Edit. Scroll down to the Email Label Defaults section, then fill in the Email Label details, or add an already created email template.

You can also create an email template by going to Setup > Email > Classic Email Templates, where you can create a new HTML template. Once created your template might looks similar to this:

As you can see you are able to add merge fields and a good example might be the tracking number. You can only reference fields on the Shipment object, so if you do need to reference any other fields, you will need to create formula fields on the shipment object so that you can add them to your email.

Once all details filled in and an email template is added your settings should look like this:

Set up the automation

Create a Flow by going to Setup > Process Automation > Flows, and click the New Flow button and select Record-Triggered Flow.

In this example we want to send the label after the shipment is created, so set the triggering object to Shipment. If your org has multiple "Shipment" objects make sure to select the zkmulti__MCShipment__c object.

The flow should be triggered when the Shipment Processing Completed field is set to TRUE.

Add a new immediate action and select the Send Labels to Email (Multi Carrier) option.

Set the shipmentId to the triggering Shipment ID. You can also configure specific templates and/or additional email addresses.

Save and activate your flow.

Testing

Create a test shipment where the recipient email is your email. Once the shipment is generated you should receive an email with the label.

Package Profiles

Package profiles are package records used as templates when calculating rates or creating shipments. They are essential when using the Boxing Algorithm or when creating shipments using Pack and Ship, but can be useful when creating shipments using the regular wizard as well.

Create Package profiles

Go to the Packages object in the Multi-Carrier app and select the Package Data view.

Click on New to create a new profile. Add a description, select the carrier and the package type.

Add the Package Details, like the length, width, height, and package weight (if applicable).

Add any other information under the dropdowns.

Save these details and a new profile will be created. You will always see if a Package record is a profile from the Package Profile checkbox.

Modify or Delete Package Profiles

You can easily modify or delete a package profile by opening the package profile record and selecting Edit or Delete.

Use Package Profiles

The most common usage of package profiles is for Pack and Ship. Open your Pick and Pack wizard and click in the Containers searchbox then select the container you want to use.

Click on the + sign to add the container.

The package information will appear and you will now be able to pack all your items ready to ship.

You can also use package profiles with the regular Shipping Wizard. Open the wizard and make sure that all the address lines, package type and service type fields are filled in.

Click in the Packages search box and select the package profile you want to use.

Click on the add template icon to add the package.

The package information will be filled in with the data from the profile.

Customs Items

Customs items records are automatically created with each international shipment. But if you have items that you ship regularly you can create customs items templates to reuse.

NOTE: From v1.108 this object is called (labelled) Products.

Create Customs Items

Go to the Customs Items object in the Multi-Carrier app and select the Customs Items Data view.

Click on New to create a new profile. Add a description and select the carrier.

Fill in any required details under the Description section and any other sections. Please bear in mind that the required details vary by carrier.

Save these details and a new profile will be created. You will always see if a Customs Items record is a profile from the Is Profile checkbox.

Modify or Delete Customs Items Profiles

You can easily modify or delete a customs items profile by opening the profile record and selecting Edit or Delete.

Use Customs Items Profiles

Customs Items profiles are most commonly used for international shipments in the regular Shipping Wizard.

Open the Shipping Wizard and make sure that all the address lines, package type and service type fields are filled in. Click in the Customs Items search box and select the package profile you want to use.

The selected item will be added automatically and you can proceed with filling in the remaining fields and/or creating a shipment.