Table of Contents

  1. Define your International Commodity Data
  2. Upload your signature and logo for customs forms
  3. Create your commercial invoice template
  4. Create Pro Form Invoices (optional)
  5. Create NAFTA Certificate of Origins (optional)
  6. Launching the Shipping Wizard
  7. Preference and Shipment Type 
  8. Sender Information
  9. Recipient Information 
  10. Package Information 
  11. Billing and Reference Information 
  12. Shipment Notes and Email Notifications 
  13. Special Services
  14. International Commodities
  15. Calculate Rates and Ship

There are two steps required to create an international shipment. Before you can launch the shipping wizard you will first need to define your international commodity data. At the end of this tutorial you be able to create commercial invoices such as this one:

1. Define your International Commodity Data

Prior to creating any international shipments, first define the commodity data which will be referenced when creating an international shipment. Go to the FedEx International Commodity Data tab, and ensure that your commodity for the international shipment has a record created.

Definitions for the commodity/document list fields:

  1. Description: Unique description for the commodity.
  2. Quantity per Package: The number of this commodity that is within a single package in the units specified by Quantity Units.
  3. Quantity Units: The units used to specify the Quantity per Package.
  4. No. of Pieces per Package: The number of sub-packaging units within a package for this commodity.
  5. Country of Manufacture: The two letter country code for the country of manufacture.
  6. Weight per Unit: The weight of the commodity in the units specified by Weight Units and Quantity Units.
  7. Unit Price: The price of the commodity in the units specified by Currency and Quantity Units. This value will be multiplied by the Quantity per Package to obtain the per-package customs value.
  8. Harmonized Code: The harmonized code for the commodity (not required).
  9. Export License Number: The export license number for the commodity (not required).
  10. Export License Expiration Date: The expiration date for an export license.

2. Upload your signature and logo for customs forms

Go to a preference and click Setup Signature and Letter Head:

Upload your logo and signature ensuring the dimensions do not exceed 700 wide by 50 high.

Once you’ve uploaded the images, select which image is the signature and letter head and click save

That’s it! Now these images will be merged directly onto your commercial and proforma invoices.

3. Create your commercial invoice template

Go to FedEx Shipping Forms and Click New under Commercial Invoices

4. Create Pro Form Invoices (optional)

Use a proforma invoice instead of a commercial invoice if the goods that you are shipping are not for sale.

Go to FedEx Shipping Forms and Click New under Pro Forma Invoices

5. Create NAFTA Certificate of Origins (optional)

The NAFTA Certificate of Origin allows for the benefit of reduced or elimination of duty under the North American Free Trade Agreement.

For the benefit of reduced or elimination of duty, a NAFTA Certificate of Origin can be completed for goods shipped to the NAFTA territories (Canada, U.S., Mexico). This form may be used if the commercial goods being shipped qualify under NAFTA rules of origin. Rules of origin are complex and may be determined by country of manufacture, regional value content, and/or tariff change (where the tariff classification changes after the completion of processing). For more information, visit the Canada Border Services Agency website.

6. Launching The Shipping Wizard

To create an international shipment, launch the FedEx Shipment Wizard in Salesforce (click here to learn how). Each section in the wizard is detailed below.

Section 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.

  1. 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.
  2. Use the Shipment Type dropdown menu to select the type of shipment: Outgoing or Return. Note: It will always default to an outgoing shipment.
  3. Create a Shipment: this will create an outgoing shipment
  4. Create a Return Shipment: this will create an return shipment

Use the Label Type dropdown menu to choose the label output:

  1. PDF
  2. PNG
  3. Thermal 4×6 – Eltron
  4. Thermal 4×6 – Zebra
  5. Thermal 4×6.75 – Eltron
  6. Thermal 4×6.75 – Zebra

Section 2: Sender 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.

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

Section 3: Recipient Information

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

Select the type for the Package Contents to specify if it is a document only shipment or commodity shipment

Section 4: Package Information

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

  1. Define the Ship Date (Note: the ship date must be within 10 days for FedEx Express and FedEx Ground, and within 5 days for FedEx Freight)
  2. Use the Service Type dropdown menu to choose the service type
  3. Use the Packaging Type dropdown menu to choose the package type
  4. Define the Weight Unit: LB or KG
  5. Define the Package Contents: Documents or Commodities
  6. Use the dropdown menu to define the Currency
  7. Enter the required fields for your package(s)
  8. 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:

  1. Click the checkbox next to the package you want to save
  2. Click Save for Re-Use
  3. Enter a Package Description for easy future lookup
  4. 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 pulldown dropdown menu can be used to quickly add to the package list.

Section 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
  2. Recipient: the recipient’s FedEx account number
  3. Third Party: a third-party’s FedEx account number

Use the Bill Duties/Taxes To dropdown menu to choose who will be billed for overseas duties/taxes. Note: This will always default to Recipient.

  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 required Tax Identification Number (TIN) Information (optional)
  5. Enter the required Reference Values (optional)

Note: If Recipient or Third Party is selected, enter the 9-digit FedEx Account number to be billed. If you select Recipient or Third Party, enter the 9-digit FedEx account number to bill in the Account no. field.

Section 6: Shipment Notes & 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 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)

Section 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:

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.

Section 8: International Commodities

In this section, you will specify the commodity information and international documentation details (if any). First, start by selecting the commodity record using the lookup field. Note: you must first specify the Package Contents in section 4 of the wizard before selecting the commodity record. Based on the commodity records selected, it will auto calculate the total customs value. If you need to manually adjust it, you can do so by unchecking the Auto Calculate Total Customs Value checkbox.

Export details may also be optionally defined in this section, such as the Export Compliance Statement.

Also in this section, you can optionally specify international documents you would like to have created. You may choose from the following (based on the shipping origin/destination): Commercial Invoice, Pro Forma Invoice, NAFTA Certificate of Origin, and Certificate of Origin.

Some of the international documents may need additional information defined in separate records. If this is the case, you will see a lookup to the record and a button to allow you to create a new record if one does not exist.

Note: The final shipment record will contain a related list of international commodities that contain relevant data.

You also now have the ability to upload other documents, such as dropball certificates, using the Upload Electronic Trade Documents button.

Calculate Rates and Ship

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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