How to add and set up a Priority1 Billing Account [Step-by-Step guide]

When setting up your Clients in techShip, you will have to configure Billing Accounts for them to operate with and through.

By setting up the Billing Accounts, you will be able to specify how the account should work for that 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 Priority1 billing account, while others are specifically written for other Carriers.

To set up a Priority1 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 Priority1 billing account.

These are the key elements:

REQUIRED

A) Service Code: Choose a default service code to assign to imported orders that do not have one, or retain the existing code if present. If you wish to overwrite any code coming from the WMS with the chosen service, check Override WMS Service Code.

B) Package type: Specify the package type you will be using.

C) Sender Information: Enter the Sender Name and Company. 

OPTIONAL

D) PackageDescription: Enter the default description sent to the carrier when an order lacks a content description. If an order includes a content description, that information is sent instead. For example, if you enter "General Merchandise" here, and an order lacks a content description, "General Merchandise" will be used.

E) Sender Address: By default, techShip automatically uses the Sender Address configured for the Carrier account. If you need to change it follow the instructions here.

NOTE: Changing the sender address here won't change the sender information entered in section E.

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.