Create Universal Shipping Label

With the Create Universal Shipping Label steptype, you can create a label using any supported carrier (currently FedEx, USPS, and UPS) and any supported integration (EasyPost and ShipStation), enabling you to take advantage of your negotiated carrier rates. You can also use this new steptype to automatically select the right Package Preset based on data available in your CRM, avoiding the need for your team to select the right package size for the right product. To use this feature, you’ll need to use the Criteria feature in the Package Presets section below. Follow the guide below to configure the Create Universal Shipping Label steptype for your needs.

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Step Configuration

In addition to the general step configuration options, this step has the following specific options that can be configured.

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Shipping Service

Use this dropdown to select the shipping integration you set up earlier in the Integrations Lab.

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Label Type

You can use this dropdown to decide whether the label should be inbound (provided to a customer to send a package to you) or outbound (used by you to send a package to a customer) This will determine how address information will be used to create the label.

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Auto complete step when label returned

Check this box to automatically advance to the next step in the Flow when the label has been created. If left unchecked, your team will need to click a manual Complete Step button in Sidekick to advance to the next step instead.

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Require signature at delivery

Check this box to require this package to be signed for upon delivery.

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Remove carrier rates exceeding a certain amount

Check this box to set the upper-cost limit of shipping rate options in Sidekick. This option is helpful if you don’t want your team to create shipping labels above a specific value.

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Auto select cheapest shipping rate

Check this box to select the cheapest shipping rate available automatically. If this box is checked, your team will not be presented with a list of shipping options. Note: USPS Media Mail shipping rates are always excluded and will never be used by this steptype.

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Ship To/From Address Details

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Name and Company fields

Use the these fields to describe your team or company.

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(Optional) Notes

Use this field to add details specific to this shipment, such as a customer name, ticket ID, or RMA number. Use the button on the right of the field to pull in details and variables from your CRM, case, or ticket. Note: Each carrier has its own character limit for this notes field. If your note exceeds this limit, the note will be cut off at this character limit automatically.

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Validate Address

Use this field to enter your team or company’s address, which will then be verified and used to populate the following sub-address fields.

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Placeholder: Ship To/From Customer Name

Use the button in the right of this field to pull in the customer’s name from your CRM, case or ticket if it wasn’t already collected in a proceeding Verify Customer Info steptype.

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Package Presets

This section of the steptype is where you can create presets for each of the shipping sizes and weights of your packages, as well as configure the logic the steptype can use to select the right package based on available data from your CRM, case, or ticket.

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Order

Use this field to set the order of packages, as they will appear to your team in the dropdown of packages in Sidekick.

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Name

You can use this field to give a name to this particular package. This is usually the same name as the product in the package.

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Weight, Length, Width, and Height fields

Use these fields to specify the package weight in ounces and dimensions in inches.

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Criteria

Click the light bulb to use Criteria Logic to define under which conditions this particular package should be selected. You can configure Criteria Logic to look for particular values in your CRM fields.

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Delete

If a particular package is no longer needed, click the Red Trashcan to delete it from this list.

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Add New Package

Click this green bar to add additional packages to the Package Presets list.