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

When setting up a Ontrac Carrier 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 a Ontrac 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 -> Ontrac - [Account number] (e.g. Ontrac - 123456)
2. Usage mode -> Production
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. Account # -> Ontrac acccount number as provided by Ontrac
2. API Password -> API Key as provided by Ontrac
3. 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)
   
4. Sender address info -> Warehouse induction address
5. Contact name -> Contact name in case the Carrier needs to reach
6. Same day cut-over time -> Time limit for same day orders

7. Same day deliver by time -> Time limit for same day order delivery
   

8. Next day deliver by time -> Time limit for next day orders

9. Weekends Mode (when closed): Saturday + Sunday or Sunday + Always Open -> Marked Closed (standard, could be different, always verify)

   - Ignore weekends: Weekend days are considered like any other week day

   - Saturday and Sunday: Saturday and Sunday are blocked from operation

   - Sunday: Sunday is blocked from operation, while Saturday is considered like any other week day
   
   
   

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

How to add and set up a Ontrac Billing Account [Step-by-Step guide]