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

When setting up a Polaris 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 Polaris 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 -> Polaris
2. Usage mode -> Production
3. Status -> Active
4. Label mode -> ZPL, PDF or PNG
5. SCAC -> Carrier/SCAC code you're using in the WMS 
   
   

6. In Carrier Options set and Save:

1. API Key -> Polaris API Key
2. Pickup open time -> Warehouse pick up open time
3. Pickup close time -> Warehouse pick up close time
   
4. Pickup ready hours -> Amount of hours it will take you to be ready from your open time
5. Weekends mode -> Specify the Weekends Mode (Ignore Weekends, Sunday, Saturday and Sunday)
   - 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 
6. Package Reference -> Select the Reference you will use for packages from the dropdown, enter a fixed value manually, or leave empty according to the case
7. Sender Address -> Complete with the Warehouse induction address

Once ready, proceed to setting up the Billing Account as described in: How to add and set up a Polaris Billing Account [Step-by-Step guide]