AuthorChris Hall

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...

Is your business suffering because of its returns policy?

Returns policy

With so much being bought online it is typical that users will occasionally want to return products for any number of reasons. This means as a retailer you must be ready to accept these returns. This doesn’t mean have enough cash flow to be able to refund the customer, or even to give them store credit (more on this later). You must have a plan to deal with the return as quickly as possible...

Product Update Webinar – Custom Object Integration (3 Objects Deep)

product update webinar

In this latest product update webinar we will show you our newest feature allowing you to pull data from fields three objects away.
This is great if you create Returns from Cases, you can pull related contact and product data directly into the shipping wizard for one-click shipping without ever creating a formula field!
This webinar will last 30 and will include a Q&A at the end.
 

Webinar Recording – Shipping Automation using Process Builder and Flows

If you missed out webinar on shipping automation using process builder and flows on the 14th of December, you can view the recording here. In the presentation, Chris Hall and James Lumb take you through how to Email Shipping Labels when a Case Status Changes Calculate Shipping Quotes on Opportunities when the stage changes Track shipments in Salesforce generated by non-native ERP products And...