CategoryTechnical

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...

Upload UPS Tracking Numbers for Tracking in Salesforce

This post will show you how you can upload ups tracking numbers from a CSV file into salesforce, and have our UPS app provide you with tracking updates. For this example we will use a Sales Order object that has two fields. One for the tracking number and one for the ship date you will be uploading.   The first thing you need to do is create a look up from the UPS Shipment Object to your...

Request UPS rate for shipment from the Account Object

request ups rates from the account object

Today we will show you how you can get UPS rates for a shipment and add the users choice back onto the account object. The first thing we need to do is set the “to” and “from” address of the shipment. In the code below we get the preference details to ship from and we get the ship to address details from the account object itself. We add all this information to a queuedShipment object. Note lines...

How to Merge two PDF Files on Salesforce

merge two pdfs in salesforce

Today’s blog post shows how easy it is to merge two or more PDF files to create a single PDF file on Salesforce. We use our own PDF merging solution which is hosted at pdfmerge.zenkraft.com, if you want to utilize this service please contact us. Lets look at the simple code snippet below that will merge two PDF files together: Lines 2-5: details the location of the two PDF files we need to...

Bulk Cancel UPS shipments

bulk cancel ups shipments

A quick code snippet for you today, if you want to cancel all UPS shipments that have not been picked up. Here is the code to run in Developer Console: Line 4 determines the shipments we want to set as cancelled. For this snippet we have decided to cancel all shipments older than UPS-Shipment-0000001000. Line 7 then uses our startMassShipmentCancelBatch process that goes through all the shipments...

Using Process Builder to Add FedEx Tracking Number to your Contact Object

process builder add tracking number

Todays blog post will show you how add the FedEx Tracking Number onto the Contact object after you have created a shipment. Firstly make sure you have the text field available on your contact object:   Next let’s create a Process Builder task to retrieve the tracking number once the shipment has been created. To access the process builder page, go to Setup > Create > Workflow &...