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How to Cancel a Shipment after Creating the Label

The process to cancel a shipment after the label has been created varies by carrier. Please see carrier specific sections for information regardig this process.

FedEx, UPS, DHL

For FedEx, UPS, and DHL, it is only when you give the package to the carrier to be shipped that the carrier will scan and process the label. Considering this, if you have not yet given the package to the carrier, you have the following two options:

  1. Delete the shipment record created with A5 Ship app in Salesforce
  2. Keep the shipment status as “ready to ship” if you would prefer to keep the shipment record.

If the shipment has been shipped or is en route to its destination, you will need to contact the carrier directly to cancel the shipment.

Endicia (USPS) and Stamps.com (USPS)

For Endicia (USPS) and Stamps.com (USPS), you automatically pay the shipping when you create a shipment record and label. To cancel the shipment and get a refund, you can go to shipment record and click Cancel Shipment button. This button is not automatically displayed on Shipment page layout, so you must first add it to the layout in order to see it.

If the shipment has been shipped or is en route to its destination, you will need to contact the carrier directly to cancel the shipment.

Print a Shipping Label

How you view and print labels primarily depends on the carrier you are using. There are five ways to view and print labels:

  1. Shipping Label Field
  2. Print Label Button
  3. Shipment Related List
  4. Google Drive
    1. Mass Printing Labels from Google Drive

Shipping Label Field (UPS, Endicia, Stamps.com, FedEx, DHL)

After you have created a Shipment record, you can view the Shipment record in the Shipments tab. The label will be attached as a related attachment to the Shipment record in its raw form as received from the shipping carrier. The Shipping Label field contains a hyperlink to the label. To print, click the link “View” hyperlink text to open the shipping label in your browser and print from there, since every browser supports opening and printing PDF documents.

Note: A5 Ship doesn’t support creating labels for USPS by using standard USPS carrier. To create a USPS label, consider using Endicia (USPS) or Stamps.com (USPS).

The additional methods for printing labels vary by carrier, as outlined below:

Print Label Button (FedEx or UPS)

For FedEx or UPS carriers, click on the Print Label button or link on the field on the layout. Clicking this button will orient the image of the label vertically, and will display the image in the width and height that is set in the fields Label Width and Label Height. You may not need to adjust these fields depending on the outcome of the print.

If you do need to adjust the width and height, you can set these as field values. The width and height is in pixels so you can start with 400 for width and 600 for height and then adjust from there to configure it how you need for your printer and paper. If you determine you need to set the Label Width and Height on the Shipment record, then you should configure a Salesforce Workflow or Process Builder to set the values of those two fields with the values you need when a new Shipment record is created. This way it is already set for every record and ready to print.

When you click the Print Label button, it also should prompt the Print action on the browser. You can either print or save as PDF. When you print from your browser, your browser will have some printing options such as to Adjust the image to fit to a whole page or to scale an image. You can select paper size and there are also settings with your printer and paper setup to configure margins and width and height. There are many browsers, printers, paper, labels and options here. You will need to adjust your settings between the printer, paper, browser, and potentially the label width/height on the Shipment record to find the right conditions to print the label the way you need.

Related List (FedEx or UPS)

For FedEx or UPS carriers, you can also view the label attachment directly from the Attachments related list and consider printing from that direct image.

Google Drive (UPS, Endicia, Stamps.com, FedEx, DHL)

The Google Drive feature of the A5 Ship app saves all shipping labels to your Google Drive folder. All shipping labels will be saved to your Google Drive in a folder that you select. For more details, see section 2.3 of the Basic Configuration Article.

Mass Printing Labels from Google Drive

If you are mass printing labels we suggest you utilize the Google Drive feature of the A5 Ship app.

You can create a folder on your Google Drive called “Ship Labels to Print” that is a holding folder for labels to print. A person would then go to the Google Drive folder and do an export of all the label files into a zip file. Then open that zip file on the computer after download and unzip. Then you will have a folder of a bunch of labels to print in mass using mass print function on the computer.

You may also consider syncing the Google Drive folder with your desktop to skip zip file export step. We suggest having another Google Drive folder called “Ship Labels Printed” so that, once you export/download/print the labels in the “Ship Labels to Print” folder, you can select all those files and move them to the “Ship Labels Printed” folder to keep the label file but move it out of this “processing” folder. This leaves the processing folder empty and ready to be filled by new shipment labels that need to be printed.

Package Release Notes 1.141

Package 1.141

  • International Shipping with the UPS Carrier – In order to support international shipping we have added several fields:
    • To Country – Picklists added for Canada and Mexico States. When you select “Canada” or “Mexico” as the destination country, you will then be able to see the picklist of available states to choose from. 
    • Customs Value – The total value of all items in the shipment. Determines how much import duty the package recipient must pay. Customs value must be numeral value without decimals.
    • Customs Currency – The currency of customs value. Currently supported currencies are USD, EUR, CAD, GBP, CHF, AUD, JPY with default USD. If you want to add a new currency or change the default, you can do it by customizing the  RS_Ship__Shipment__c.RS_Ship__Customs_Currency__c field. 
    • Product Description – Required field for creating UPS international postage label. The purpose of it is to give a basic description of the object you are shipping. For example “clothes” or “metal”, etc.
    • Delivery confirmation – For international shipping this field must be None because international shipping doesn’t support delivery confirmation.
    • The From Contact field is not required for domestic shipping, but it’s required for international shipping.
    • If the destination country is in the United States, then Customs Value, Customs Currency and Product Description fields will be hidden because they are used only for international shipping.
  • Auto Generate Shipping Label – Instead of using a batch Apex job that processes new shipments and creates a label for each shipment every (1) hour, we are now using a trigger that will generate each new shipment and its label instantly.

Package 1.137

  • Signup Link (Endicia)
    • Created a new label and link for the Endicia registration page.
  • Show/Hide Password in Ship Configuration (All Carriers)
    • User can now preview saved password so it is easier to detect typos.
    • Password preview will be triggered after the user clicks on the eye icon. 
  • Set Default Weight Unit 
    • The default Weight Unit for every user will be LB. 
    • The user can change the default weight unit by editing the field’s default value setting: RS_Ship__Ship_Weight_Unit__c.
  • Test Mode Option (Endicia/Stamps)
    • If Test Mode checkbox=True, then test mode is on. The app will create a test label and the service will not be charged.  
    • If Test Mode checkbox=False, then test mode is off. The app will create a real label and the service will be charged.

 Package 1.136

  • Packaging Type (FedEx) 
    • You can specify a FedEx shipment’s packaging type with the new field, Packaging Type.
    • Set a default value for this field in Ship Configuration, under the FedEx section, with the Default Packaging Type field. 
    • The Packaging Type picklist reflects all the values found in FedEx documentation at the time of the current update; values can be customized as needed.
  • Weight Unit (All Carriers)
    • The Weight Unit field, located on the New Shipment page, can be used across all carriers.
    • For each carrier, you can select which weight unit you would like to use. The app performs any necessary weight conversion.
    • The app supports the following units: LB, KG, OZ. Default options in the Weight Unit picklist are LB and KG, so in order to use OZ you must add that value in the RS_Ship__Ship_Weight_Unit__c picklist.
  • Password Mask (All Carriers)
    • Every saved password will be represented with a password mask (series of dots replacing the characters of the message) so you will be able to see whether the password has been saved.
  • Carrier Specific Sections
    • On the New Shipment page, each carrier now has a separate section, which will be shown only if the carrier is active.
    • The Package Detail section contains fields that are common for all carriers like Total WeightWeight Unit and Reference.
    • Some fields are common for two carriers. In that case, if one of the two carriers is inactive, the common field will be displayed in the active carrier section. If both carriers are active, the field will be displayed in the Package Detail section.
  • Show Return Address (Stamps)
    • The field Show Return Address (RS_Ship__Show_Return_Address__c) is placed inside the Stamps.com section and can be false only if Print Layout is Envelope10.
    • If Print Layout is any other than Envelope10, Show Return Address will be default true.
  • Future Ship Date (Stamps)
    • The field Ship Date (RS_Ship__Ship_Date__c) is unique to the Stamps.com section. It can get rates for a future date to be displayed on a printed label.
    • If the future date is beyond the limits of what the carrier allows, the service will return an error.

Package 1.131

  • Endicia (USPS) Carrier Option
    • This package includes Endicia (USPS) carrier to use for shipment configuration and printing labels, see this article for more detail.
  • DHL Updates
    • Updates with DHL Dangerous Materials and Proforma Feature, see this article for more detail.

Configure USPS

A5 Ship app supports using USPS, Stamps.com (USPS), and Endicia (USPS) as carriers. Using only USPS allows getting shipment rates and tracking shipments for free, while using Stamps.com (USPS) and Endicia (USPS) also allows creating labels. This article covers the configuration of USPS.

Steps to Configure Carrier

  1. Go to usps.com and create an account.
  2. Register to use the API.
    • https://www.usps.com/business/web-tools-apis/welcome.htm
    • Click register.
    • For the question “What is the Web site address (URL) of the site that will be hosting the USPS Web Tools?”, enter “salesforce.com”.
    • For the question asking if you are using the API for your website or multiple websites, select “your website only”.
    • You will get an email with your username and password.
  3. Open A5 Ship app, go to Ship Configuration page, and click USPS.
  4. Check the Active box so that this carrier is an active carrier. When a carrier is active, you are able to set carrier specific settings in the Create Shipment tab and create/ print active shipping labels. If the Active box is not checked, when you create a shipment, you will not see the carrier specific section for this carrier and you will not be able to create/print shipping labels for this carrier.
  5.  Enter your Username into the Account Id field
  6. Enter your Password into the Account Key field.

Note: This registration authorizes your User Id to access the Price Calculators and Package Tracking APIs in production.

Configure UPS

Steps to Configure Carrier

  1. Create a ups.com account.
  2. If you have a login but no billing account with an Account Number, then sign up here: https://www.ups.com/doapp/SignUpOpenAccount?loc=en_US
    • If you have an account, you can view your Account Number on your Invoice from UPS.
  3. Go to the UPS Developer Kit web page: https://www.ups.com/upsdeveloperkit?loc=en_US
    • Click request access key.
    • Add account if needed.
  4. Log into the A5 Ship app, click the Ship Configuration tab, and click UPS.
  5. Check the Active box so that this carrier is an active carrier. When a carrier is active, you are able to set carrier specific settings on the Create Shipment tab and create/ print active shipping labels.
  6. Enter the Account Key
  7. Enter the Account Number
  8. Enter the User ID
  9. Enter the User Password
    • There is a password mask on this field for privacy. To check for accuracy, click and hold the eye icon to see your password.
  10. Test Mode Checkbox:  If the Test Mode checkbox is checked, then your account won’t be debited when you create/print a shipping label. Instead, a “test” shipping label will be created. If the Test Mode checkbox is not checked, your account will be debited when you create/print a shipping label, as it is an active label (rather than a test label).
    • Label will say, “Sample”.

Note: Additional reference materials: How to get UPS credentials for integration with Odoo

Configure FedEx

Steps to Configure Carrier

  1. Create a fedex.com account.
  2. Go to Web Services>Develop and Test>Get Development Key:
  3. Enter credentials into A5 Ship Config tab for FedEx
  4. Check the Test Mode checkbox. The shipping labels you print are test labels and you will not be charged.
    • Label will say, “Test Label – Do Not Ship”
  5. When ready to go live, go back to fedex.com web services and click on Go to Production tab.
  6. Standard Services:
    • Get Rates
    • Track Shipments
  7. Advanced Services:
    • Create Shipment
  8. Click on Get Production Key.
  9. Fill out forms.
    • Select that you are not reselling this app, and you are corp employee.
  10. They will display Authentication Key.  Enter this in Account Key in A5 Ship Config page.
  11. They will email you password.  Enter that in Account Password in A5 Ship Config page.
  12. On A5 Ship Config page, update the Fedex Account number to production one, and the Meter Number provided.
  13. To enable creating shipments/labels you need to get your production key certified/enabled for Advanced FedEx Web Services with Shipping Labels.
  14. Contact the Web Integrated Solutions Team for your region with your application information, which features/services you’re implementing and your production key and production meter number. Request that your application be enabled using advanced FedEx Web Services with Shipping Labels.
    • The only web service you need activated is Ship Services aka Create Shipments.
    • Regional contacts are in the pdf link provided in the email
    • For USA: Technical Support hotline phone: 1.877.339.2774 (When prompted, please say “API”) PreProduction Assistance: FedEx Web Integrated Solutions Consultation Team
      • Option 3: Web Services
      • Then choose FedEx API
      • Ask to activate Ship Services aka Create Shipment web service for your production account.
      • Ask to start the label certification process.
      • They will ask for your production FedEx account number and lookup your account.
      • They will ask you the following questions:
        • Company name
        • Company address
        • Meter number
        • Point of contact
        • Phone number of contact
        • Email
        • “Are you using a Prebuilt application or built your own?”
          • Answer: “I’m using a prebuilt application called A5 Ship”
        • “Will you be requesting address validation or address checker?”
          • Answer: “No”
        • “Will you be requesting Courier dispatch?”
          • Answer:  “No”
        • “Will you be shipping express, ground or both?”
          • Answer: “Both”
      • They will say they will send an email with instructions.
      • They will provide a case number.
  15. The support team of your region sends an email with detailed instructions for certifying shipping labels generated by this application.
    1. Email will come from websupport@corp.ds.fedex.com for example with a subject “FedEx Web Services Label Evaluation Process”.
  16. Generate and Submit Test Labels Generate test labels within the FedEx test environment associated with the application, then submit the test labels to the FedEx label evaluation team(s) for approval. Note: The FedEx label evaluation teams require a three business day turn-around time for label evaluation.
    • Turn FedEx in A5 Ship Config back to test mode in Salesforce. You will need to reload the test credentials and check the test mode box.
    • Create a new shipment, then view the shipping label and save the image by printing to PDF to save it as a PDF.  They only accept a pdf version of the label.
    • We suggest to save a test label during the test mode setup before you go to Production.
  17. Reply back to the instructional email received with the shipping labels generated.
    • You will need to fill out the coversheet they provided.  And then send the coversheet with the label images as instructed to label@fedex.com.
  18. The FedEx label evaluation teams evaluate the submitted test labels and approve or reject the labels. The support team in your region contacts you regarding the approval or rejection of the submitted labels. If the labels are approved, continue to the next step. If the labels are rejected, correct the labels as instructed and resubmit them for approval.
  19. Regional WIS Team Enables the Application Once the test labels are approved for production status by the label evaluation teams, the support team for your region authorizes your production credentials to transmit the identified shipping label transaction and notifies you via email of successful certification. Note: Your approval is on a per key basis, meaning if you generate additional FedEx Web Services production keys, you’ll need to inform your regional support team in order to resolve any authentication errors.

Once Approved:

  1. Login to A5 Ship app, check the Ship Configuration tab, and click FedEx.
  2. Un-check the Test Mode box. Your account will be debited when you create/print a shipping label, as it is an active label (rather than a test label).
  3. Check the Active box so that this carrier is an active carrier. When a carrier is active, you are able to set carrier specific settings in the Create Shipment tab and create/ print active shipping labels.

Other Settings

  • Default Packaging Type: FedEx supports different package types. You can set a default value in the Default Packaging Type field (ex. FedEx Envelope, FedEx Pak). The available values represent the packaging types commonly offered by FedEx.

Auto Create Shipping Labels

The A5 Ship app will generate each new shipment and its label instantly. If you would like the app to automatically create shipping labels for Shipment records, follow the steps below.

  1. Go to A5 Ship app, or go to more tabs and go to Ship Configuration tab.
  2. Go to the Shipment Processing tab and click  Enable Processing.
  3. Create a Shipment record manually or using automation.
  4. Set all of the required fields on the record. Those fields are:
    • Shipping Status – set a value Get Label.
    • Shipping Method – carrier that will ship the package.
    • 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, …).
    • 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 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 see all the fields that are set, so you’ll know which ones you need to set.
    • All the required fields you would enter on the New Shipment page, including the sender and recipient information, Weight, and Weight Unit.
    • If you are using any special services, like FedEx’s Saturday Delivery, Endicia’s Certified Mail, or any other, make sure to set these fields also.
    • 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.
  5. This processing will run in real time.

 

Create a New Shipment

  1. Access the A5 Ship App
  2. From & To Location Details Section
  3. Package Details Section
  4. Carrier Specific Sections
  5. Review Available Rates
  6. Create Shipping Label

Access the A5 Ship App

  • Open the app from the App menu or click More Tabs and click on New Shipment tab.
  • You may also setup a custom button from another object to go to this page and pass values pre-populated.

From & To Location Details Section

  • The From & To contact and address fields are required in order to create a shipment.
  • You may select a Fullfilment Location if you have configured one to pre-populate the From part of the From & To Location Details section.
  • Otherwise, type the information into the fields in the From & To Location Details section.

Package Details Section

  • This section contains fields that are common to all active carriers, including the following:
  • Total Weight – Required field. Enter the weight of the package into this field.
  • Weight Unit – Required field. Enter the unit of measure for the package weight. This field comes by default with the values “LB” and “KG”. If you would like to be able to add Total Weight in OZ, you may customize the picklist by adding this additional value.
  •  Reference – Optional field. This is a text box for any text you want to be printed on the shipping label.
  • Some fields are common for two carriers. In that case, if one of the the two carriers is inactive, a common field will be displayed in the active carrier’s section. If both carriers are active, the field will be displayed in the Package Detail section.

Carrier Specific Sections

Each carrier that you have selected as “Active” under shipment configuration tab will have a carrier specific section displayed below the Package details section. The fields in each carrier’s section contain fields unique to that specific carrier.

UPS

  • Delivery Confirmation – Specify whether your package requires a signature upon delivery and, if yes, which type.
    • Signature Required – if selected, shipment is created using the DIRECT option in the UPS API request.
    • Adult Signature Required – uses ADULT option in the UPS API request.
    • Delivery Confirmation – “(UPS)” is added if FedEx options are also available.
    • None – Default value. If FedEx specific options are selected, this will be selected.

International Shipping with the UPS Carrier

In order to support international shipping we have added several fields. These fields dynamically appear in the carrier specific section for UPS when you select an international country.

  • To Country – Picklists added for Canada and Mexico States – When you select “Canada” or “Mexico” as the destination country, you will then be able to see the picklist of available states to choose from.
  • Customs Value – The total value of all items in the shipment. Determines how much import duty the package recipient must pay. Customs value must be numeral value without decimals.
  • Customs Currency – The currency of customs value. Currently supported currencies are USD, EUR, CAD, GBP, CHF, AUD, JPY with default USD. If you want to add a new currency or change the default, you can do it by customizing the RS_Ship__Shipment__c.RS_Ship__Customs_Currency__c field.

  • Product Description – Required field for creating UPS international postage label. The purpose of it is to give a basic description of the object you are shipping. For example “clothes” or “metal”, etc.
  • Delivery Confirmation – for international shipping this field must be None because international shipping doesn’t support delivery confirmation.

Additional notes:

  • From Contact – this field is not required for domestic shipping, but it’s required for international shipping.
  • If the destination country is in the United States, then Customs Value, Customs Currency and Product Description fields will be hidden because they are used only for international shipping.

Stamps.com (USPS)

  • Print Layout – Select which layout you’d like for your shipping label.
  • Return Receipt – Check this box if you’d like a return receipt.
  • Certified Mail – Check this box if your shipment is certified mail. 
  • Show Return Address – This checkbox field is placed inside the Stamps.com section and can be false only if Print Layout is Envelope10. If Print Layout is any other than  Envelope10Show Return Address will show a default value of “true”.
  • Package Type – Choose from the list of package types available through this carrier. 
  • Ship Date – This field will be visible only inside the Stamps.com section and it will be used in the situation when User wants to get rates and print a label for some date in the future. The carrier will return an error if you choose a date that is beyond the limit set by the carrier.
  • Electronic Return Receipt – Check this box if you’d like an electronic return receipt.

Endicia (USPS)

  • Label Size – Select the size of your shipping label.
  • Image Rotation – This field allows you to rotate the image of your shipping label when it prints.
  • Registered Mail – Check this box for registered mail.
  • Electronic Return Receipt – Check this box if you’d like an electronic return receipt.
  • Label Type – Select whether you’d like the default label or a label for certified mail.
  • Mailpiece Shape – Choose from the list of mailpiece shapes (aka package types) available through this carrier).
  • Certified Mail – Check this box if your shipment is certified mail.
  • Show Return Address – Check this box to show the return address on the label.

FedEx

  • Saturday Delivery – Check this box if you would like to see Saturday delivery date options in the results listed when you click “Get Rates”.
  • Delivery Confirmation – Specify whether you would like delivery confirmation for your shipment and, if yes, which type.
    • Signature Required – if selected, shipment is created using the DIRECT option in the FedEx API request.
    • Adult Signature Required – uses ADULT option in the FedEx API request.
    • Indirect Signature Required – uses INDIRECT option in the FedEx API request.
    • None – uses NO_SIGNATURE_REQUIRED option in the FedEx API request. This is the default value. If one of the UPS specific options from the picklist is selected and UPS is not an active carrier, this option will be applied.
  • Packaging Type – Choose from the list of package types available through this carrier.
    • See this FedEx article that specifies the countries and territories that the 10 KG Box and 25 KG Box packaging types are available.
    • Listed below are the maximal weight limits allowed for each FedEx packaging type. If you exceed the weight limit for the package type, you will see an error.
      • FedEx Envelope – 8 OZ max
      • FedEx 10KG Box – 22 LB max
      • FedEx 25KG Box – 55 LB max
      • FedEx Pak – 5.5 LB max
      • FedEx Tube – 20 LB max

DHL Express

  • Width, Depth, and Height fields refer to the dimensions of the package.
  • Label Contents – Text to include on the label.
  • Dutiable & Proforma Invoice -To get and print the proforma invoice, first you must check the Dutiable checkbox, then Attach Proforma Invoice checkbox will appear. When Attach Proforma Invoice is checked, a new section titled Proforma Invoice Details will appear as shown in the screenshot below.
    • All of the fields available in the Proforma Invoice Details section are also available on the Shipment object, so it is possible to get the proforma invoice by creating a Shipment record manually or using some automation, and then running Shipment Processing job. To successfully get the proforma invoice using this method, you should set the mentioned fields’ values, as well set the Is Dutiable field and Attach Proforma Invoice fields to true on the Shipment record.
    • When the Shipment record is created after clicking the Create Label button on the New Shipment page, or when the record is processed by the Shipment Processing job, the proforma invoice is created along with the shipping label. You can preview the proforma invoice in the Notes & Attachments related list, or in the Proforma Invoice field on the Shipment record (if it’s not visible, add it to the Shipment page layout, or check field permissions). If an error occurred, Proforma Invoice field should be set to “Proforma Invoice Not Attached”. In that case, check the Error Message field on the Shipment record.

  • Include Lithium Batteries – To specify lithium batteries on a shipping label, you must check the Include Lithium Batteries checkbox. When you do that, a new section titled Lithium Batteries will appear as shown in the screenshot below.

  • Test shipping label with Lithium Batteries listed:


Review Available Rates

  • Click the Get Rates button. When you click this button, the system will check for all rate options for the shipping providers you have setup as active in Ship Configuration.
  • The available rates will be displayed in the table-like view with the following columns:
    • Carrier – The shipping carrier which provides the available rate/service.
    • Service – The shipping carrier’s service used to ship the package.
    • ETA – Estimated date of delivery provided by the shipping carrier for the selected services. Note: This information may not be provided for some services.
    • Rate (USD) – Price of shipping for the selected rate.
  • Select the option that fits your needs by clicking “Create Label”.

Create Shipping Label

  • The Create Shipping Label button will create a Shipment record, a shipping label, and attach the label to the record, all based on the selected rate.
  • To create a return label, you would complete this same process for creating a shipment / shipping label.