How to set up a Point2Point Baseline account [Step-by-Step guide]

When setting up a Point2Point 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 Point2Point 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 -> Point2Point - [Account number] (e.g. Point2Point - 123456)
2. Usage mode -> Production
3. Status -> Active
4. Label mode -> ZPL (preferred), PDF, or PNG
5. SCAC -> Carrier/SCAC code you're using in the WMS 
   
   

6. In Carrier Options set and Save:

1. Username -> Enter your Point2Point portal username.
2. Customer Identifier -> Enter the customer account identifier.
3. API key -> Enter your API key.
4. Sender address -> Enter the warehouse induction address.
   
5. (Optional) Location Id  -> Enter the location ID the parcel belongs to. If required, this value is provided by Point2Point.

6. (Optional) Tracking number prefix -> Set the desired tracking number prefix for this Baseline Account. For detailed information, refer to: How to set up a Custom Tracking Number [Step-by-Step guide].

    

   NOTE: If you set a tracking number prefix at the Baseline Account level, it will apply to all its related Billing Accounts. However, you can also set a prefix directly at the Billing Account level, if needed. 

    

Once ready, proceed to setting up the Billing Account as described in: How to add and set up a Point2Point Billing Account [Step-by-Step guide]