1. Go to A5 Ship app, or go to more tabs and go to Ship Configuration tab.
  2. To enable automatic shipment status tracking of your Shipment records, click Enable Tracking button on the Shipment Tracking tab.
    1. Tracking will run every hour automatically.
  3. If you would like the app to automatically create shipping labels for Shipment records, click  Enable Processing on the Shipment Processing tab.
    1.  For this feature to work, you need to create a Shipment record manually or using automation. You have to set all of the required fields on that record. Those fields are:
      1. Shipping Status – set a value Get Label,
      2. Shipping Method – carrier that will ship the package (FedEx, UPS, DHL Express, or Endicia (USPS)),
      3. Class Of Mail – name of the service that will be used to ship the package (e.g. DHL Express’ MEDICAL EXPRESS, Endicia’s First-Class Mail, …),
      4. Service Code – code of the service that will be used to ship the package (e.g. Q, First, …). These depend on the carrier and service used. You should know which service you will be using and what is the name and code of that service. If you’re not sure, try checking the carrier’s documentation. Or you can also create one test shipment from the New Shipment page and see what name and code will be populated on the shipment record. You can use this test record to check all the fields that are set, so you can know which ones you need to set,
      5. All the required fields you would enter on the New Shipment page (sender and recipient information, and Weight),
      6. If you are using any special services, like FedEx’s Saturday Delivery, Endicia’s Certified Mail, or any other, make sure to set respective fields also,
      7. If you are creating a shipment you want to ship via DHL Express, you should populate the Ship Weight Unit field with the unit which will be used for that shipment. Available values are LB and KG,
      8. Note that you don’t need to enter Shipment Cost, Tracking Number, Ship Date and Delivered Date. These fields will get populated once the label is created and tracking status is updated.
    2. This processing will run every hour.
  4. If you would like to save your shipping labels to your own Google Drive instead of an attachment in Salesforce, then go to Google Drive tab and authorize your google account.
    1. Then you can also specify a google drive folder id you want to save labels into.
    2. If this is not defined, labels will be saved in the root folder of users Google Drive. Each shipment will create its own folder with shipment name as a folder name. Also, Google Docs need to be enabled within Salesforce.
    3. When Google Drive is enabled, then the shipping label image URL is saved in the Shipping Label Google Drive URL field on the Shipment record.
    4. The idea to use Google Drive is great for doing mass printing of shipping labels since you can go to Google Drive, and download an export of a whole folder of shipping labels, then unzip on your computer and mass print them.  You can also sync your google drive to your computer if you prefer.
  5. See the following articles for configuring each shipping provider: UPS, USPS, USPS (Endicia)FedEx, or DHL Express.