Table of Contents

  1. Shipment Wizard 
  2. Preference and Shipment Type
  3. Sender
  4. Recipient
  5. Packages
  6. Billing and Reference Information
  7. Shipment Notes and Email Information 
  8. Special Services

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

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

1. 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 FedEx account for the shipment. Note: The Preference will always default to the FedEx 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.

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2. 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.

3. 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 FedEx Address Validation

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

4. Packages

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

Define the Ship Date

Use the Service Type dropdown menu to choose the service type

For freight shipments, a booking number is required for air or international freight. For 1-3 day Frieght Shpments you book like normal parcel, then schedule a pickup after.

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.

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

Note: If Recipient or Third Party is selected, enter the Account number to be billed.

6. Shipment Notes and Email Information

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 FedEx notifications, be sure to keep the values checked. You can also enter up to 4 additional email addresses to receive these notifications.

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

7. Special Services

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

  1. Broker Select: (International Only) Select this option to identify the broker to use for this shipment.
  2. COD (Collect on Delivery): (U.S. Domestic and Ground Shipping Only) Select this option to authorize FedEx to accept the payment type specified from the recipient at the time of delivery.
  3. FedEx Appointment Home Delivery®: (FedEx Ground Shipping Only) Delivery on a specific date and time you select.
  4. FedEx Date Certain Home Delivery®: (FedEx Ground Shipping Only) Delivery on a specific date you select, Tuesday through Saturday, provided the date is not before the standard delivery time and is within two weeks after it.
  5. FedEx Evening Home Delivery®: (FedEx Ground Shipping Only) Delivery between 5:00 p.m. and 8:00 p.m. on the scheduled date of delivery.
  6. Hold at FedEx location: (FedEx Express and FedEx Express Freight Shipping Only) Select this option to indicate that the recipient will pick up the shipment at a FedEx location.
  7. Inside delivery pickup: (U.S. Only) Select this option to have FedEx deliver your shipment to a position beyond the adjacent loading area.
  8. Inside pickup: (U.S. Only) Select this option to have FedEx pick up your shipment from a position beyond the adjacent loading area.
  9. Non-standard packaging: Select this option to indicate that your FedEx Ground shipment is packaged in a non-traditional or irregularly-shaped container (e.g. a pail).
  10. FedEx® Delivery Signature Options: (U.S. only) To request a signature when the package is delivered, select a signature type.

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

Click Calculate Rates to get an estimate of the FedEx shipping charges. Click Ship Now to generate the shipment record and label.

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