How to set up a Purolator Baseline account [Step-by-Step guide]

Modified on Mon, 2 Sep at 1:02 PM

 

When setting up an Purolator account, you will have to:


NOTE: This article describes how to set up the Carrier baseline account.
If the Carrier baseline account has already been set up and you intend to add a new Billing Account, refer to: How to add and set up an Purolator Billing Account [Step-by-Step guide]



CARRIER SECTION


1. Access Maintenance and select Carriers



2. Click the Carrier for which you'll add the account to from the list


3. Click the Accounts tab


4. Click Add Account



5. In General Options set:

  1. Name -> Purolator - [Account number] (e.g. Purolator - 500000)
  2. Usage mode -> Production (if you will use it in production mode) 
  3. Status -> Active
  4. Label mode -> ZPL
  5. SCAC -> Carrier/SCAC code you're using in the WMS 



6. In Carrier Options set and Save:


REQUIRED


1. Courier Account # -> Purolator production account number

2. User Key -> Complete with the generated  key through Purolator's e-Ship Portal (How to obtain and register a Purolator Production Key - [Step-by-Step guide]


NOTE: If you have registered as a Merchant account choosing techSHIP as the platform, you don't need to provide a password, and you don't need to go through Purolator's certification process.
If you're using your own Corporate Account Production Key, you need to get it activated by reaching Purolator support at [email protected] and pass Purolator's certification process. 


WARNING: If you are using techTRACK and need Tracking Events, you need to either certify the account, or use your own API key as detailed below in Use Customer Own API key/User Password (Optional) section



3. Consolidate mode -> Per Batch

4. Sender address info -> Warehouse induction address

OPTIONAL


1. Use Customer Own API key/User Password (Optional) -> If you are using your own Corporate Account Production Key, check the box and complete with the password you obtained in the Purolator Registration Key obtaining process, it's NOT the Purolator E-Ship portal password, it's the API Key password

2. Pick Up Open, Close and Ready Hours time -> Warehouse pick up open and pick up close time, as well as Ready Hours (how many hours will it take you to be ready from your open time)




 


Once ready, proceed to setting up the Billing Account as described in:

How to add and set up an Purolator Billing Account [Step-by-Step guide]



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