1. Metapack
  2. Shipping
  3. Integrations
  4. Integrating with Salesforce Order Management

Configuring for use with Salesforce

You first need to use Delivery Manager to set up your default warehouse, carrier configurations and carrier 'service groups'.

Note

If you are new to Delivery Manager, you can find out more about it here.

You need to work through the following before using the Metapack Shipping API with Salesforce:

  1. Configure your Default Warehouse.

  2. Select your Carriers and Services.

  3. Configure your Carrier Services.

    Note

    As part of this configuration, ensure that the carrier service Web cutoffs are set up, to allow sufficient time between ordering and despatch.

  4. Set up the Carrier Costs.

  5. Activate your Carrier Services.

  6. Create your Carrier 'Service Groups'.

    Note

    A 'service group' is a collection of services (e.g. 'Next Day'), and a service is an individual carrier service belonging to a group (e.g. 'Royal Mail 1st Class' within 'Next Day').

  7. Ensure that you can create and allocate Consignments, and create the documentation for them, using the following Shipping API call: despatchConsignmentWithBookingCode.