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Zenkraft Multi-Carrier Package Integration Setup

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Requirements for “Automated” ZenKraft MultiCarrier (MC) Shipments

  • Carriers require sizes to be in inches (IN) and weights in pounds (PBS).

  • Shipments must be containerized in order for ZenKraft to properly process (Rootstock Containers equal ZenKraft Packages) 'automated' shipping.

  • Zenkraft Shipmate - Multi Carrier for Salesforce package must be installed to process 'automated' shipments.

  • Zenkraft Bulk Package (sandbox / production) must be installed to enable 'automated' shipments

  • Customer must have active accounts with carriers and referenced in Shipmate Preferences by Carrier.

Prerequisites

Installation Step > Customer Responsibility
 

Install Zenkraft Shipmate - Multi Carrier for Salesforce app for Salesforce.
Assign Licenses as desired to users.


Deployment Steps -> Rootstock Technical Support Responsibility
 
Rootstock’s interface to ZenKraft is comprised of packaged and non-packaged code. The following deployment steps are required once the ERP package is installed in a customer org.

  • Deploy non-packaged code.

  • Add fields as listed below, and Enable field-level security for System Administrator profile and profiles to interact with Zenkraft MultiCarrier shipments from Rootstock.

    • To Object: Shipment (zkmulti__MCShipment__c)

      • Add Field: Shipper_Header__c (Lookup to Shipper Header RS Object)

      • Set Child Relationship Name: RSShipments

      • What to do if the lookup record is deleted?: Clear the value of this field.

      • Do not flag field as Required

    • To Object: Package (zkmulti__MCPackage__c)

      • Add Field: Sales_Order_Shipping_Container_Header_c (Lookup to Sales Order Shipping Container Header RS Object)

      • Set Child Relationship Name: Containers

      • What to do if the lookup record is deleted?: Clear the value of this field.

      • Do not flag field as Required

Configuration

  1. Shipmate Preferences (ZenKraft object)

Navigation: All Tabs > Shipmate Preferences

Action: Create Shipmate Preference records.


User-added image  NOTE  “Shipmate Preferences” is not a Rootstock object, but Zenkraft. There can be multiple Shipmate Preference records, each pointing to a different Carrier. 
 

  1. System Default (SYDEFAULT)

Set ZenKraft Active to checked (True)

Set Zenkraft Multi-Carrier to checked (True)
 

  1. Division Address (SYDIVADDR)

Navigation: Division Address

Action: Where Address Type is set to Shipping Address or Both, be sure Address (Street, City, Zip/Postal Code, State Province, and Country) are valid. Also need to set Phone and Contact Email.

User-added image  NOTE  This Division Address should be the one specified on Division Master > Misc tab > Primary Shipping Address. If the Division Master does not have a Primary Shipping Address it will need to be assigned.
User-added image  NOTE  The Description field of the Sales Division record is used for Zenkraft Shipments to fill the Sender's Company Name, and should be 35 characters or less. If the Division's Description is greater than 35 characters, the ‘Company Name’ is passed to the Zenkraft Shipment (from the Shipmate preference on the Carrier from the Sales Order Shipper) instead.
 

       4. Carriers (SYCARRIER)

Navigation: Carrier


Action: Add a Carrier or modify existing ones.
Use Shipmate Preference dropdown field to select Shipmate created on step 1 above, record which is associated to a Zenkraft Carrier.
 

  1. Ship Method Type Code (SYSHIPVIATYPE)

Navigation: Shipping Methods

Action: Create or modify Shipping Methods for each carrier Service Type (see list of Service Types below).

User-added image  NOTE  The Ship Method Type Code's Description field must match the Service Type description used by given Carrier.

 

Below is a list of Service Types by Carrier:

UPS (The values for UPS are defined here https://zenkraft.com/docs/ups/one-click-shipment-values)
 

UPS_NEXT_DAY_AIR, UPS_SECOND_DAY_AIR, UPS_GROUND, UPS_THREE_DAY_SELECT, UPS_NEXT_DAY_AIR_SAVER, UPS_NEXT_DAY_AIR_EARLY_AM, UPS_SECOND_DAY_AIR_AM, UPS_WORLDWIDE_EXPRESS, UPS_STANDARD, UPS_WORLDWIDE_EXPRESS_PLUS, UPS_TODAY_STANDARD, UPS_TODAY_DEDICATED_COURIER, UPS_TODAY_EXPRESS, UPS_TODAY_EXPRESS_SAVER, UPS_EXPRESS, UPS_EXPEDITED, UPS_EXPRESS_PLUS, UPS_EXPRESS_EARLY_AM, UPS_WORLDWIDE_EXPEDITED, UPS_SAVER, UPS_ECONOMY, UPS_BASIC, UPS_EXPRESS_NA1, UPS_EXPEDITED_MAIL_INNOVATIONS, UPS_FIRST_CLASS_MAIL, UPS_PRIORITY_MAIL, UPS_SUREPOST_LESS_THAN_1_LB, UPS_SUREPOST_1_LB_OR_GREATER

FedEx (The values for FedEx are defined here https://zenkraft.com/docs/fedex/one-click-shipments)

FEDEX_1_DAY_FREIGHT
FEDEX_2_DAY
FEDEX_2_DAY_AM
FEDEX_2_DAY_FREIGHT
FEDEX_3_DAY_FREIGHT
FEDEX_EXPRESS_SAVER
FEDEX_FIRST_FREIGHT
FEDEX_GROUND
FIRST_OVERNIGHT
GROUND_HOME_DELIVERY
PRIORITY_OVERNIGHT
SMART_POST
STANDARD_OVERNIGHT

International FedEx

EUROPE_FIRST_INTERNATIONAL_PRIORITY
INTERNATIONAL_ECONOMY
INTERNATIONAL_ECONOMY_FREIGHT
INTERNATIONAL_FIRST
INTERNATIONAL_PRIORITY
INTERNATIONAL_PRIORITY_FREIGHT
FEDEX_GROUND

  1. Shipping Method By Carrier (Object: SOCARRIERVIA)

Navigation: Carrier > Shipment Methods for Carrier tab > Click 'New Shipping Method by Carrier'

Action: Associate existing Ship Methods (Step 5) with existing Carriers (Step 4). Each carrier must have at least one ‘Shipping Method by Carrier’, and will likely have several, one for each “Service Type” – Ground, Next Day Air, 2 Day Air, etc. 

User-added image  NOTE  Only Shipping Methods with the Service Type descriptions above (Step 5) should be associated with ZenKraft MC carriers to avoid inadvertent failures when processing through ZenKraft.
 

  1.  Customer Master

Navigation: Customers > Customer Address tab –  Ship-To Addresses

Action: Ensure that Ship-To Addresses associated with Customer has a complete and valid address (invalid addresses will be rejected by Carrier downstream) and that Telephone is set (although not required by UI – this is a ZenKraft requirement).

Under Customer Address tab, click on Edit (under Action column) and verify/adjust any address that has ‘As Ship to’ checked.


Navigation: Customer Master > Shipping tab (Optional)
 

Action: Set Freight Terms value. Freight Term records can be flagged as Use Customer's Carrier Account.

 

  • If flagged to use Customer's Carrier Account, the Zenkraft Shipment Payment Type will be set as Recipient, and use the Customer's Carrier Account as the Billing Account Number.

  • If not set to use the Customer's Carrier Account, Zenkraft Shipment Payment Type will be set as Sender, and use the Carrier Account Number from the Shipmate Preference.

  • The User Customer's Carrier Account setting can be overriden on SO Header > Shipping tab and/or SO Shipper > Shipping tab.


Action: Set a Carrier, which will be the defaulted Carrier when a SO Header is created for this Customer Master.


Navigation: Customer Master > Carriers by Customer tab > New Carriers by Customer (Optional)
 

Action: Create or Update Customer/Carrier relationship by setting the Customer's Carrier Account Number. When a SO Header is created for this Customer Master/Carrier, the specific Carrier Account Number will be set on SO Header > Shipping tab. This would be of interest when Use Customer's Carrier Account is active.

 

  1.  Container Types (SOCONTYPE)

Navigation: Container Type
 

Action: Create containers, define their dimensions (in inches) and tare weight.

Fields
 

Height:  Height in ‘Dimension UOM’ units.

Width:  Width in ‘Dimension UOM’ units.

Length:  Length in ‘Dimension UOM’ units.

Dimension UOM:  Unit of Measure in which height, width and length dimensions are expressed.

Tare Weight:  The weight (in pounds) of the container when empty.

Capacity:  Capacity in ‘Capacity UOM’ units.

Capacity UOM:  Unit of Measure in which capacity is expressed. 
 

  1.  Products (SOPROD)

Navigation: Products > Product Attributes tab
 

Action: Establish weights and dimensions (if applicable) for Products.

Fields


Weight:  Weight (in pounds) of the given Product.

Height:  Height in ‘Dimension UOM’ units.

Width:  Width in ‘Dimension UOM’ units.

Length:  Length in ‘Dimension UOM’ units.

Dimension UOM:  Unit of Measure in which height, width and length dimensions are expressed. Should be IN (Inches).
 

Navigation: Products > Order Processing tab


Action: Establish default values for Container Type and Qty. Per. This will be used in order to Automatically create Containers on SO Shippers.


Fields

Default Container Type:  Optional Container Type used for this Product. When set, this is the Container Type that will be defaulted when creating Shipping Containers for shipments containing this Product.

Default Qty Per Container:  Based on the Container Type (optionally) defined for this Product, this denotes the quantity of this Product, when packaged, that will fit in the Container defined.


Once the integration setup is completed, automated Zenkraft Shipments can be created simply by pressing 1-button with our Zenkraft integration from Rootstock SO Shippers. See details in: Zenkraft Automated Shipments Processing
 

SEE ALSO


ZenKraft Shipments

Zenkraft Manual Shipments
Zenkraft Multi-Carrier Package Integration Setup
Zenkraft Specific-Carrier Packages Integration Setup
Zenkraft Integration Shipments 1-click Processing 

 
Settings
Zenkraft Multi-Carrier Package Integration Setup
Zenkraft-Multi-Carrier-Package-Integration-Setup
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