Skip to main content

Zenkraft Shipping Integration

Updated

Zenkraft is a multi-carrier shipping application that runs natively on Salesforce and integrates with GoldFinch Warehouse Shipment processing.

Before deciding to implement Zenkraft, contact a GoldFinch consultant to review the implementation scope, budget, timeline, and hardware compatibility.

Zenkraft AppExchange

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000DvLFvUAN

Phase 1 Implementation Scope

Zenkraft is a powerful shipping solution with many advanced capabilities. A typical phase 1 implementation should focus only on the core functionality required for domestic shipping.

Included Features

  • Configure domestic FedEx and UPS shipping.
  • Configure both Sandbox (Demo) and Production environments.
  • Use Wizard Mode for shipping label generation.
  • Use Sender as the Shipping Payment Type.
  • Configure default Shipping Agent, Shipping Agent Service, and Shipping Payment Type.
  • Configure these default values on Accounts and Alternate Shipping Addresses.
  • Map GoldFinch Warehouse Shipment to Zenkraft Shipment.
  • Configure compatible label printers and shipping scales.
  • Manually create Zenkraft Shipments from GoldFinch Warehouse Shipments.
  • Create packages without package contents.
  • Print shipping labels.
  • Shipping cost updates

Not Included

The following features should be deferred to a later implementation phase:

  • Automatic shipment creation
  • Salesforce Flow or Apex automation
  • Email notifications
  • Mass shipment creation
  • Pick & Pack
  • Package contents
  • International shipping
  • Customs documentation
  • Rate Shopping
  • Shipment status synchronization
  • Tracking number synchronization
  • Carrier-specific customizations
  • EDI 856 package content support

Scope Confirmation

Before implementation, ask the customer the following questions.

Question Action
How do you currently ship with FedEx and UPS? Understand the current shipping process.
Do you need international shipping? If Yes, review project scope.
Do you use carriers other than FedEx and UPS? If Yes, review project scope.
Do you use Payee or Third Party as the Shipping Payment Type? If Yes, review project scope.
Do you need to pack detailed package contents before printing labels? If Yes, review project scope.
Do you generate EDI 856 ASN documents? Package contents may be required.
Do you need to capture scale weight automatically? If Yes, review project scope.

Prerequisites

Before implementation, verify the customer has:

  • Active FedEx account
  • Active UPS account
  • Salesforce System Administrator access
  • Compatible label printer
  • Compatible shipping scale
  • Zenkraft Desktop Application
  • Appropriate Zenkraft licenses

Installation

Follow the official Zenkraft installation guide:

https://zenkraft.com/docs/salesforce-multi-carrier

Install the Application

  • Install the Zenkraft package.
  • Assign Zenkraft Shipment licenses to users.
  • Verify all required Remote Sites are enabled.

Carrier Configuration

UPS

For testing:

  • Use the customer's live UPS account.
  • Enable Demo Mode.

When Demo Mode is enabled:

  • Run Demo Mode is automatically enabled.
  • Zenkraft uses the UPS Test Server.

FedEx

  • Enable Demo Mode.
  • Use the FedEx testing account provided by Zenkraft.

https://zenkraft.com/docs/multi/fedex-preference

USPS

  • Enable Demo Mode.
  • Create an Endicia test account.
  • Purchase test postage using the provided dummy credit card.

https://zenkraft.com/docs/multi/usps-preference

Shipmate Preferences

Create a separate Shipmate Preference record for each carrier account.

For each Shipmate Preference, configure the following:

  • Carrier Account Information
  • Company Information
  • Shipping Address – This address is printed in the From section of the shipping label.
  • Shipping Contact Defaults – The contact information printed in the From section of the shipping label.
  • Billing Address – The billing address associated with your carrier account.
  • Label Image Type – Set this to PNG.

For the Phase 1 implementation, you can ignore all other settings.

GoldFinch Configuration

Configure the following fields on both Account and Alternate Shipping Address:

  • Shipping Agent
  • Shipping Agent Service
  • Shipping Payment Type
  • Is Residential

These values automatically copy from:

Account

↓

Sales Order

↓

Warehouse Shipment

All four fields remain editable on Sales Orders and Warehouse Shipments.

Map fields from Warehouse Shipment to Zenkraft Shipment.

  • Custom Address Source Name
    • Create a custom address source for Warehouse Shipment.
  • Shipment Object Lookup Field
    • Set to Whse_Shipment__c.
  • Sender Address Fields
    • Optional.
    • Use only if you want to override the From Address from the Shipmate Preference.
    • Otherwise, Zenkraft uses the sender address from the Shipmate Preference.
  • Recipient Address Fields
    • Map to the Ship To address fields on the Warehouse Shipment.

  • Wizard Mode
    • Select Default Wizard.
    • Other wizard options are intended for advanced shipping features.
  • Packages
    • Used for advanced features such as Pick and Pack.
    • Ignore during Phase 1.
  • Products / Customs Items
    • Used for advanced features such as Pick and Pack and international customs processing.
    • Ignore during Phase 1.
  • Service Type
    • Map to Shipping_Agent_Service__c.
  • Reference Field
    • Map the field you want printed on the shipping label.
    • Example: Map the Sales Order Number field to print the Sales Order Number on the label.

Testing in UAT

UPS Testing

  • Use the customer's live UPS account.
  • Enable Demo Mode.
  • UPS automatically uses the test server.

FedEx Testing

USPS Testing

Going Live in PROD

Before switching to production:

  • Verify that UPS testing is successful using the customer's live account, with Demo mode checked, then disable Demo mode.
  • Verify FedEx testing is successful using the Zenkraft test account, then replace it with the live carrier account.
  • Verify USPS testing is successful using the Endicia test account, then replace it with the live carrier account.

Troubleshooting - Labels Do Not Print

  • Make sure Label Image Type is set to PNG in Shipment Preferences. 

  • In some cases, you may not be able to change the Label Image Type because of a Shipping Address and Account mismatch error. Resolve the address/account mismatch first, then try changing the Label Image Type again. 

  • When installing the Zenkraft Shipment application, install only the Desktop App. Do not install the Local Windows Service application. 

  • If both applications are installed, log out of the Local Windows Service application and use only the Desktop App. 

  • Click the Zenkraft Shipment desktop icon to launch the application, then sign in again using the correct username and password. This often resolves label printing issues.

  • In the Shipment List, select Manage Printer/Scale and verify that the correct Computer/Printer and Computer/Scale names are configured. 

  • If the printer and scale are configured correctly, the Scale name should appear when creating a shipment.

  • If you are still unable to print labels, review the print log in the Zenkraft Desktop App or the PrintNode application for any reported errors.

End-of-Day Processing

FedEx

FedEx supports End-of-Day Close.

https://zenkraft.com/docs/fedex/how-do-i-close-fedex-ship-day

UPS

UPS End-of-Day processing should be confirmed with Zenkraft documentation.

Comments

0 comments

Please sign in to leave a comment.