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
  8. International Details
  9. Calculate Rates and Ship

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. Note: the Preference will always default to the 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 an return shipment

Use the Label Type dropdown menu to choose the label output: PDF, PNG, ZPL or EPL2. Note: It will always default to the Label Type you selected in the related preference.

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.

You can select from 51 countries of origin for international shipments

Check the Residential checkbox if the Ship From address is a residence

4. Recipient

Choose from Accounts, Leads, Opportunities or Custom

Select the relevant Lead. This will pre-load the fields with the correct information.

Optional: Click Validate Address to check the Ship To address against Multi-carrier Address Validation

Check the Residential checkbox if the Ship To address is a residence

5. Packages

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

Use the Packaging Type dropdown menu to choose the package type

Define the required fields for your package(s):

  1. Quantity
  2. Length
  3. Width
  4. Height
  5. Weight
  6. Value
  7. Description

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 Payment Type dropdown menu to choose who will be billed for the shipment. Note: This will always default to sender.

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.

8. International Details

Here are the required details for sending an international shipment. Such as Content Type, Restriction Type, Custom Certify, Non Delivery as well as the package details needed for customs. Which include a description, quantity, weight, value, country of origin, HS Tarrif Code, and Product code.

9. Calculate Rates and Ship

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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