Table of Contents

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

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 Multi-carrier Shipments tab, then click New Shipment.
  2. Go to any Lead, Contact, Account or Opportunity record, then click New Shipment on the 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 account for the shipment.

Use the Shipment Type dropdown menu to select the type of shipment: Outgoing or Return.

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.

Below are the most common label formats, but each carrier has their own unique set of label types.

  1. PDF
  2. PNG
  3. ZPL
  4. EPL2

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.

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.

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

5. Packages

In this section, define the packaging type for the shipment.

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:

  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 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 Billing Payment Type dropdown menu to choose who will be billed for the shipment. Note: this will always default to Sender.

  1. Sender: the shipper’s account number selected in Section 1
  2. Recipient: the recipient’s account number
  3. Third Party: a third party’s account number

Enter the Reference Values (optional)

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.

Special services are unique to each carrier, so they will only show if they are available

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

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