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5 awesome shipping reports

Late Shipments shows all shipments that have missed SLA. Great for building process builder tasks to alert customers, but also for auditing bills with your carrier/LSPs.  Un-Used Return Labels shows all labels that have been generated for returns, however they have not entered the carrier’s system yet.  Shipment Cost can show the cost of shipping to a particular account, but also by time...

Self-service Returns and Order Status using Einstein Bots

During the holiday season research suggests that 70-80% of customer inquiries are WISMO (where is my order). This is the perfect use case for a chat bot. We’ve just extended our Multi-Carrier app to support Einstein Bots. This means that Customer Service can be taken to a whole new level of automation. Using our three new methods, Service Cloud customers can: Provide WISMO updates Create...

Field Service Lightning Shipment object: FedEx, UPS, DHL, USPS

The Shipment object that is included with Field Service Lightning is a great way to track Product Transfers between warehouse locations. Wouldn’t it be great if when you created a shipment object in Field Service Lightning, the shipment was actually booked with the carrier and tracking data automatically updated every hour in Salesforce? With Zenkraft, it’s simple – and takes...

FedEx and UPS Freight now part of Multi-Carrier!

Do you ship Freight too? Our Multi-Carrier App now supports FedEx Freight and UPS Freight. This means you can generate BOLs (Bill of Ladings) directly from Salesforce! Service types include: FedEx – FedEx Freight Economy, FedEx Freight Priority, International Freight Economy and International Freight Priority UPS – UPS Freight LTL, UPS Freight LTL Guaranteed, UPS Freight LTL...

Products and Shipments with Orders Report

Important – This report must be done in Salesforce Classic as the joined report function is not available yet. Step 1 Create a report for ‘UPS Shipments with Order’ Step 2 Select Report type ‘Joined’. This will allow you to add other relationships to the report. Step 3 Click add report type Step 4 Add a new ‘Orders with Products’ Report type. This is what you should see Step 5 Remove order...

Find out your total shipping spend with this report

Step 1 Select ‘UPS Shipments’ as the report type Step 2 Add the following fields: UPS Shipment: UPS Shipment Number Negotiated Rates Grand Total Total Charges Tip – You may see a difference between the Negotiated Rates Grand Total and Total Charges, this is because the ‘Total Charges’ field doesn’t take into account any discounts which you are entitled to. Step 3 Summarise the Negotiated...

Status Exception Report

This report will show you a list of shipments which have an atypical status description for example stuck at customs, held at UPS location or customer unavailable. Step 1 Create a report for ‘UPS Shipments’ Step 2 Add the following fields: UPS Shipments: UPS Shipment Number UPS Checkpoint: UPS Checkpoint Name Status Exception Description Event Description Recipient Name Recipient Phone Email...

Report on unused RMA labels

If you have sent our an RMA label for a customer to return a faulty product, this report will show you exactly how many of them are still outstanding. Step 1 Create a report for ‘UPS Shipments with Order’ Step 2 Add the following fields: UPS Shipment: UPS Shipment Number Status Description Order: Order Number Recipient Name Recipient Phone Add the following filters: Returns Shipment = “True” AND...

Customer Success – Meyer Dunlap

  Meyer Dunlap is a promotional product distributor – Working with brands such as Samsung, Jim Beam and American Airlines, they provide the vital link between brands who want their logo on products and manufacturers who produce these products. You can find them at . The Challenge Meyer Dunlap needed a way to track shipments from their suppliers, all the way through to their end customers...