How to add and set up a Haulistic (Small Parcel) Billing Account [Step-by-Step guide]

NOTE: This procedure applies to the plugin for Haulistic's Small Parcel services (also known as Shipments services). If you're looking for the LTL services plugin, refer to How to add and set up a Haulistic (LTL) Billing Account [Step-by-Step guide].

WARNING: The carrier does not generate shipping labels for the Small Parcel service. As a result, this plugin does not generate labels automatically. You must create the label either externally or within techSHIP.

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 Haulistic (Small Parcel) billing account, while others are specifically written for other Carriers.

To set up a Haulistic (Small Parcel) 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 Haulistic (Small Parcel) billing account.

These are the key elements:

REQUIRED

A) Default Service Code: Choose a service code to assign to imported orders that don't already have one.

(Optional) Check Override WMS Service Code if you want to reassign the selected service code to imported orders regardless of any service code previously assigned in the WMS.

B) Package Type: Specify the value from the list, which will be the package type stated as used to the carrier (Pallet, box, etc).

C) Default Package Description: Enter the package description you will use.

D) Sender Name/Company: Enter the sender's name and company information.

OPTIONAL

E) Override Sender Address: You can override the sender address (by default, techSHIP uses the one defined on the source Carrier account) with a different address. To do so, follow the steps detailed in Change the Ship From address with "Override sender address" [Step-by-Step guide].

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