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UPS Domestic Shipping

1. Launch the Shipment Wizard

To create a shipment, the Shipment Wizard must be launched first. There are two ways to do this:

  1. Click the UPS Shipments tab, then click New UPS Shipment.
  2. Go to any Lead, Contact, Account or Opportunity record, then click New Shipment on the UPS Shipments related list.

Creating a shipment from a Lead, Contact, Account or Opportunity will preload the recipient’s contact and address fields.


2. Preference and Shipment Type

This section of the wizard will always be hidden from view by default. To make changes, click Show at the right of the section header.

Use the Preference dropdown menu to select the desired UPS account for the shipment. Note: The Preference will always default to the UPS account used in the last shipment.

Use the Shipment Type dropdown menu to select the type of shipment: Outgoing or Return. Note: It will always default to an outgoing shipment.

Create a Shipment: this will create an outgoing shipment

Create a Return Shipment: this will create a return shipment

Use the Label Type dropdown menu to choose the label output. Note: It will always default to the Label Type you selected in the related preference.

Returns Shipments

There are several options to generate a return label, which you can include in either the original shipment or in a separate correspondence to your customer. Use the Return Type dropdown menu to choose:

  1. UPS ReturnsSM – Electronic Return Label (ERL) E-mail (does not store a shipping label on the shipment record). With this Return Service, UPS sends a return label via e-mail to the recipient you specify. The recipient prints the return label and attaches it to the package being returned.
  2. UPS Returns – Print Return Label. This Return Service allows you to create a return label and send it to the recipient with your shipment or separately.
  3. UPS Returns – Print and Mail Return Label. With this Return Service, UPS prints your return label and mails it to the party making the return.
  4. UPS Returns Plus. With this option, a UPS driver carries a preprinted return label when attempting to pick up the return package.
  5. 1 UPS Pickup Attempt allows the shipper to request one pickup attempt for return of a UPS package. If the package cannot be picked up, the label is left for the recipient to return the package via any UPS method.
  6. 3 UPS Pickup Attempts allows the shipper to request three pickup attempts for return of a UPS package. After the third pickup attempt, the label is returned to UPS.

Enter a description of the shipment in the Return Description field

3. Sender

This section of the wizard will always be hidden from view by default. To make changes, click Show at the right of the section header.

The Sender information will be populated automatically from the address defined in the Shipmate Preference.

Check the Residential checkbox if the Ship From address is a residence.

4. Recipient

In this section, define the recipient, or ‘ship to’, information.

If a shipment is created directly from a Lead, Contact, Account or Opportunity, the recipient fields will be pre-loaded with the address and contact details from the related object.

If entering recipient details manually, choose the address source from the dropdown menu and use the lookup field to select the specific record.

Optional: Click Validate Address to check the ‘ship to’ address against UPS Address Validation

Check the Residential checkbox if the ‘ship-to’ address is a residence.


5. Packages

In this section, define the date and packaging details for the shipment.

Use the Packaging Type dropdown menu to choose the package type

Use the Service Type dropdown menu to choose the service type

Use the Packaging Type dropdown menu to choose the package type

Enter the required fields for your package(s)

Use the Add New or Remove buttons to add/remove packages from the package list

If the same package is being used in multiple shipments, the package weight and dimensions can be saved to reuse for future shipments:

Click the checkbox next to the package you want to save

Click Save for Re-Use

Enter a Package Description for easy future lookup

Click Save

Note: A package will only be saved for reuse after the shipment has been created successfully.

If a package has been previously saved for the selected packaging type, the Add Existing dropdown menu can be used to quickly add to the package list.

6. Billing and Reference Information

This section of the wizard will always be hidden from view by default. To make changes, click Show at the right of the section header.

Use the Bill Transportation To dropdown menu to choose who will be billed for the shipment. Note: this will always default to Sender.

  1. Sender: the shipper’s UPS account number selected in Section 1
  2. Recipient: the recipient’s UPS account number
  3. Third Party: a third-party’s UPS account number
  4. Enter the Reference Values (optional)

Note: If Recipient or Third Party is selected, enter the 6-character UPS account number to be billed.

7. Special Services

This section of the wizard will always be hidden from view by default. To make changes, click Show at the right of the section header.

Select the special service(s) you would like to include for your shipment. The available UPS special services depend on the origin, destination and package. Shipmate supports the following special services:

Shipment Delivery Confirmation: UPS will provide evidence of delivery in your choice of these options:

  1. None
  2. Signature Required: UPS will obtain the recipient’s signature or other electronic acknowledgement of receipt from the recipient when this option is selected and provide you with a printed copy. You may also view the recipient’s signature or electronic acknowledgement of receipt online.
  3. Adult Signature Required: UPS will obtain the adult recipient’s signature and provide you with a printed copy. Adult recipients must be at least 21. You may also view the adult recipient’s signature online.
  4. Without Signature
  5. Verbal Confirmation
  6. Package Collect on Delivery (COD): UPS will attempt to collect the amount shown on the C.O.D. tag or package label, and then send the payment to you. If UPS cannot collect the payment after three attempts, the package will be returned.
  7. Additional Handling: for packages that require special handling
  8. Saturday Delivery: For time-critical shipments, UPS offers the convenience of Saturday Delivery.
  9. Dry Ice

Note: The shipment special services object within the final shipment record will store all of the data for the various UPS special services chosen for that shipment.

8. Shipment Notes and Email Notifications

Email Notifications: Depending on the related preference defaults, Send Email Notification to Shipper and Send Email Notification to Recipient will be checked or unchecked. To ensure the Shipper and Recipient receive UPS notifications, be sure to keep the values checked. You can also enter up to 3 additional email addresses to receive these notifications

  1. Ship Notification: confirms that UPS has received information from the shipper regarding a shipment
  2. Exception Notification: notifies when and why a shipment will not meet its original scheduled delivery date, and provides a rescheduled date of delivery
  3. Delivery Notification: confirms the delivery of a shipment

Shipment Notes: Add any notes that you want to save to the shipment record (e.g., package content or other miscellaneous information)

To complete your shipment options, click Get Service Types and Rates to receive a list of available service types and estimated rates for your shipment.

Click to select the desired Service Type, then click Create Label to generate the shipment record and label.