Table of Contents

  1. Define your International Commodity Data
  2. Create your commercial invoice template
  3. Launch the shipping wizard
  4. Sender
  5. Recipient
  6. Packages
  7. Billing and Reference Information 
  8. Special Services 
  9. Shipment Notes and Email Notifications
  10. International Commodities and Documents
  11. Calculate Rates and Ship

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 UPS 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. Create your commercial invoice template

Go to UPS Shipping Forms and Click New under Commercial Invoices

Once saved you should get this screen:

3. Launching The Shipping Wizard

To create an international shipment, launch the UPS Shipment Wizard in Salesforce. 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.

Use the Preference dropdown menu to select the desired UPS account for the shipment. Note: the Preference will always default to the UPS 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: GIF or Thermal. Note: It will always default to the Label Type you selected in the related preference.

Returns Shipments

There are several options to generate a return label, which you can include in either the original shipment or in a separate correspondence to your customer. Use the Return Type dropdown menu to choose:

  1. Electronic Return Label: have UPS email a return label to your customer
  2. Print Return Label: print a return label to include in an outbound shipment, or provide a label to your customer at a later date
  3. Print and Mail: arrange for UPS to mail a return label to your customer
  4. Return Service 1 Attempt: …?
  5. Return Service 3 Attempts: …?

Enter a description of the shipment in the Return Description field

4. 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

5. 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 UPS Address Validation

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

6. 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. Currency
  2. Measurement Units: LBS/IN or KGS/CM
  3. Description of Goods
  4. Package weight and/or dimensions
  5. Declared Value (if there is no value to declare for the package, enter 0.00)

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.

7. Billing & 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 UPS account number selected in Section 1
  2. Recipient: the recipient’s UPS 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 Sender Prepaid.

  1. Sender Prepaid: the shipper’s UPS account number selected in Section 1
  2. Recipient: the recipient’s UPS account number
  3. Third Party: a third party’s UPS account number
  4. Enter the Reference Values (optional)

8. 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.

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

Shipment Delivery Confirmation: UPS will provide evidence of delivery in your choice of these options:

  1. None
  2. Signature Required: UPS will obtain the recipient’s signature or other electronic acknowledgement of receipt from the recipient when this option is selected and provide you with a printed copy. You may also view the recipient’s signature or electronic acknowledgement of receipt online.
  3. Adult Signature Required: UPS will obtain the adult recipient’s signature and provide you with a printed copy. Adult recipients must be at least 21. You may also view the adult recipient’s signature online.
  4. Without Signature
  5. Verbal Confirmation
  6. Package Shipment Collect on Delivery (COD): UPS will attempt to collect the amount shown on the C.O.D. tag or package label, and then send the payment to you. If UPS cannot collect the payment after three attempts, the package will be returned.
  7. Additional Handling: for packages that require special handling
  8. Saturday Delivery: For time-critical shipments, UPS offers the convenience of Saturday Delivery.
  9. Dry Ice

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

9. 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 UPS notifications, be sure to keep the values checked.

You can also enter up to 3 additional email addresses to receive these notifications

  1. Ship Notification: confirms that UPS has received information from the shipper regarding a shipment
  2. Exception Notification: notifies when and why a shipment will not meet its original scheduled delivery date, and provides a rescheduled date of delivery
  3. Delivery Notification: confirms the delivery of a shipment
  4. Shipment Notes: Add any notes that you want to save to the shipment record (e.g., package content or other miscellaneous information)

10. International Commodities & Documents

Managing Commodities

International Commodities: In this section, you are required to add an international commodity. Here is a list of terms and examples to help you understand what needs to be filled out in this section:

Definitions for the commodity/document list fields:

  1. UPS International Product Name
  2. Description
  3. Country of Manufacture: the two letter country code for the country of manufacture
  4. Tariff Code
  5. Weight and Weight Units
  6. Price Per Unit
  7. Unit of Measurement
  8. Number of Packages Per Commodity

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

11. Calculate Rates and Ship

Click Calculate Rates to get an estimate of the UPS shipping charges.

Click Ship Now to generate the shipment record and label.

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