How to add and set up a (v4) DHL Global Mail Billing Account [Step-by-Step guide]

When setting up your Clients in techShip, you will have to configure Billing Accounts to ship through them. These use a Baseline Account as a foundation, but their way to work could be different based on the Client's needs.

When setting Billing Accounts, you will be able to specify how it should work for that specific client, setting label references, packing slips usage, rate shopping, markups, WMS information updating and Carrier options such as the default service level, address validation, sender and return addresses, etc.

This article describes the procedure to set up a DHL Global Mail billing account, while others are specifically written for other Carriers.

Feel free to follow the step-by-step guide written below or the video guide, as you prefer:

To set up a DHL Global Mail billing account, define the following and then Save:

ADD THE ACCOUNT TO THE CLIENT PROFILE

1. Access Clients under the Maintenance menu

2. Click on the Client for which you wish to set up the billing account

3. Press Add Billing Account

4. Select the source account which will be used and Save

5. Edit the Billing account

SET UP THE GENERAL OPTIONS

The General Options tab is the same for every carrier. If you are already acquainted with it from previous setups, please configure it accordingly.

If this is your first time setup or you aren't acquainted to it, refer to the following article and once finished, return to this one to set up the carrier specific options:

How to configure the Billing Account General Options tab [Step-by-Step guide]

SET UP THE CARRIER OPTIONS 

The Carrier Options tab allows to set up basic and advanced features of your DHL Global Mail billing account.

These are the key elements:

A) Service code: Choose a service code to assign to imported orders that do not have a service code, or keep the service code provided by the WMS.

B) Override WMS Service Code: Check this option to replace the service code received from the WMS with the selected Service code.

C) Default package description: Enter the default package description to use when the order does not provide one, such as Box, Commodity, or Sample.

D) Package type: Select the package type to be sent to DHL eCommerce / DHL Global Mail v4.

E) Ancillary service endorsement: Select the ancillary service endorsement to apply when required for the shipment.

F) Currency: Specify the currency to use for the billing account.

G) Duties paid: Enable this option for a Delivery Duty Paid (DDP) service paid by the account processing the order. Otherwise, leave it blank for a Delivered Duty Unpaid (DDU) service, where duties are paid by the consignee.

H) Skip price validation: Check this option to bypass the system validation that prevents surcharges from DHL for oversized domestic packages.

I) Contact information: Specify the Contact phone and Contact email associated with this billing account.

J) Tracking number mode: Select how the tracking number should be handled for the billing account.

K) Dangerous goods: Select the dangerous goods option to apply when supported and required for the shipment.

L) Order source: Select the order source to send to DHL eCommerce / DHL Global Mail v4 when required.

M) Shipper GST/VAT, Shipper EORI, and Shipper IOSS: Enter the applicable shipper tax or registration numbers when required for the shipment.

N) Sender name and Sender company: Specify the sender name and company for the billing account.

O) Override sender address, Override shipper (merchant) address, and Override return address: Check the applicable option to override the address used for the billing account.

Press Save to apply the changes. If the information is valid, you'll be able to process orders through it.

SPECIFYING RATE SHOPPING SERVICE CODES (OPTIONAL)

If you are Rate Shopping with this account, you might want to specify which services you want be taken into consideration or excluded. Read this article to set up your inclusion/exclusion list.