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Multi-carrier One Click Shipments for Orders

Now you can create shipments with one click using our standard Shipmate for Multi-Carrier App!

Step 1. Choose an Object to Integrate with

You can choose between different objects to integrate with, but for the purposes of our example, we will use the Order object.

Step 2. Create the lookup field

Salesforce Classic

Navigate to the Multi-Carrier Shipment custom object by navigating to Setup | Build | Create | Shipment

Salesforce Lightning

Navigate to Setup | Object Manager | Shipment

Click New under Custom Fields & Relationships

Select Lookup Relationship:

Select the Order object.

Click Next until the custom field is created and click Save.

Now if you go to the Order object, select any record in the object, you will now see a related list called ‘Shipments’. In the related list, you’ll see any created Shipments related to the Order object -- you also will be able to jump to the Shipment Wizard by clicking ‘New Shipment’.

Step 3. Create a Service Type Field

Now that we’ve created our lookup relationship, we can begin creating the fields that contain the data required for shipping! Create a formula field to set a default service type value for the all shipments made in the Order object, or to even generate different values if needed.

Salesforce Classic

Navigate to Setup | Customize | Orders | Fields | ‘New’ Custom Field

Salesforce Lightning (Pictured below)

Navigate to Setup | Object Manager | Orders | Fields & Relationships | New

Select the Formula field

Create a name for the field | select Text for Data type | Click Next

From the service types below, insert your default Service Type value into the formula field (if using multiple carriers, write code in formula field to generate appropriate service types)

UPS Service Types: UPS_NEXT_DAY_AIR, UPS_SECOND_DAY_AIR, UPS_GROUND, UPS_THREE_DAY_SELECT, UPS_NEXT_DAY_AIR_SAVER, UPS_NEXT_DAY_AIR_EARLY_AM, UPS_SECOND_DAY_AIR_AM, UPS_WORLDWIDE_EXPRESS, UPS_STANDARD, UPS_WORLDWIDE_EXPRESS_PLUS, UPS_TODAY_STANDARD, UPS_TODAY_DEDICATED_COURIER, UPS_TODAY_EXPRESS, UPS_TODAY_EXPRESS_SAVER, UPS_EXPRESS, UPS_EXPEDITED, UPS_EXPRESS_PLUS, UPS_EXPRESS_EARLY_AM, UPS_WORLDWIDE_EXPEDITED, UPS_SAVER, UPS_ECONOMY, UPS_BASIC, UPS_EXPRESS_NA1, UPS_EXPEDITED_MAIL_INNOVATIONS, UPS_FIRST_CLASS_MAIL, UPS_PRIORITY_MAIL, UPS_SUREPOST_LESS_THAN_1_LB, UPS_SUREPOST_1_LB_OR_GREATER

FedEx Service Types: FEDEX_1_DAY_FREIGHT, FEDEX_2_DAY, FEDEX_2_DAY_AM, FEDEX_2_DAY_FREIGHT, FEDEX_3_DAY_FREIGHT, FEDEX_EXPRESS_SAVER, FEDEX_FIRST_FREIGHT, FEDEX_GROUND, FIRST_OVERNIGHT, GROUND_HOME_DELIVERY, PRIORITY_OVERNIGHT, SMART_POST, STANDARD_OVERNIGHT, EUROPE_FIRST_INTERNATIONAL_PRIORITY, INTERNATIONAL_ECONOMY, INTERNATIONAL_ECONOMY_FREIGHT, INTERNATIONAL_FIRST, INTERNATIONAL_PRIORITY, INTERNATIONAL_PRIORITY_FREIGHT, FEDEX_GROUND
USPS Service Types: First, Priority, PriorityExpress, ExpressMailInternational, PriorityMailInternational, FirstClassMailInternational  FirstClassPackageInternationalService, PriorityMailExpressInternational, GXG, LibraryMail, MediaMail, ParcelSelect

USPS Service Types if using Express1: Priority, PriorityExpress, ExpressMailInternational, PriorityMailInternational

Step 4. Create a Package Type Field

Create a formula field to set a default packaging type value for the all shipments made in the Order object, or to even generate different values if needed.

Salesforce Classic

Navigate to Setup | Customize | Orders | Fields | ‘New’ Custom Field

Salesforce Lightning (Pictured below)

Navigate to Setup | Object Manager | Orders | Fields & Relationships | New

Select the Formula field

Create a name for the field | select Text for Data type | Click Next

From the Packaging Types below, insert your default Packaging Type value into the formula field (if using multiple carriers, write code in formula field to generate appropriate packaging types)

UPS Packaging Types: UPS_LETTER, UPS_YOUR_PACKAGING, UPS_TUBE, UPS_PAK, UPS_25KG_BOX, UPS_10KG_BOX, UPS_PALLET, UPS_SMALL_EXPRESS_BOX, UPS_MEDIUM_EXPRESS_BOX, UPS_LARGE_EXPRESS_BOX, UPS_EXPRESS_BOX, UPS_FIRST_CLASS, UPS_PRIORITY, UPS_MACHINABLES, UPS_IRREGULARS, UPS_PARCEL_POST, UPS_BPM_PARCEL, UPS_MEDIA_MAIL, UPS_BPM_FLAT, UPS_STANDARD_FLAT

FedEx Packaging Types: FEDEX_10KG_BOX, FEDEX_25KG_BOX, FEDEX_BOX, FEDEX_ENVELOPE, FEDEX_EXTRA_LARGE_BOX, FEDEX_LARGE_BOX, FEDEX_MEDIUM_BOX, FEDEX_PAK, FEDEX_SMALL_BOX, FEDEX_TUBE, YOUR_PACKAGING

USPS Packaging Types (Endicia): Card, Letter, Flat, Parcel, LargeParcel, IrregularParcel, FlatRateEnvelope, FlatRateLegalEnvelope, FlatRatePaddedEnvelope, FlatRateGiftCardEnvelope, FlatRateWindowEnvelope, FlatRateCardboardEnvelope, SmallFlatRateEnvelope, SmallFlatRateBox, MediumFlatRateBox, LargeFlatRateBox, RegionalRateBoxA, RegionalRateBoxB, LargeFlatRateBoardGameBox

USPS Packaging Types if using Express 1:  Letter, Flat, Parcel, Large Parcel (Any Dimension over 12"), Irregular Parcel, Flat Rate Envelope, Flat Rate Legal Envelope, Flat Rate Padded Envelope, Flat Rate Gift Card Envelope, Flat Rate Window Envelope, Flat Rate Cardboard Envelope, Small Flat Rate Envelope, Small Flat Rate Box, Medium Flat Rate Box, Large Flat Rate Box, DVD Flat Rate Box, Large Video Flat Rate Box, Regional Rate Box A, Regional Rate Box B, Regional Rate Box C

Step 5. Create Shipment Type Field

You can default the shipment type to either outbound or return. Let’s create a formula text field and set the default value.

Salesforce Classic

Navigate to Setup | Customize | Orders | Fields | ‘New’ Custom Field

Salesforce Lightning (Pictured below)

Navigate to Setup | Object Manager | Orders | Fields & Relationships | New

Select the Formula field

Create a name for the field | select Text for Data type | Click Next

From the Shipment Types below, insert your default Shipment value into the formula field.

FedEx/UPS

OUTBOUND

RETURN

OUTBOUND_AND_RETURN

USPS

OUTBOUND
RETURN
PAY_ON_USE

Step 6. Create the Custom Address Source Record

Now that we’ve created all the required fields on our object, it’s time to map them in the Custom Address Source!

Go to Custom Address Source tab and click New

In this example, we will use our object Order and the lookup field that we created earlier Order__c

Now you can map all fields to the fields we’ve created earlier in this tutorial, as well as any others you’d like to map:

Step 7. Shipment Auto-Creation / Auto-Print

In the Custom Address Source Record created in Step 6 ,check Auto-create shipment if all required fields are set to bypass the shipping wizard completely and go straight to the Shipment page.

You can also check Auto print labels after creating shipment which auto-prints shipments to your default thermal printer as soon as they are created (this only works with our latest printing desktop app.

Step 8. You’re done! Time to try it out!