How to Add and Set Up a Day & Ross / Day & Ross LTL Client (Billing) Account [Guide]

Modified on Fri, 10 Apr at 2:25 PM

This guide explains how to add and configure a Day & Ross / Day & Ross LTL Client (Billing) Account.

A Client (Billing) Account assigns a carrier connection to a specific Client and defines how that carrier behaves for that Client.

For a complete overview of supported carriers and related setup guides, refer to techSHIP supported Carriers - Master List [Guides List].

TABLE OF CONTENTS

Prerequisites
Carrier-Specific Instructions
Next Steps

Prerequisites

Before adding a (Billing) Account, ensure that:

The Client Profile has been created. See: How to create a Client profile [Step-by-Step guide].
This setup uses a Baseline Account as the foundation. To create and configure one specific to this carrier, see: How to Add a Day & Ross / Day & Ross LTL Baseline Account [Guide].
Follow the configuration steps as described in How to Add a Client (Billing) Account [Step-by-Step guide] using the values provided below.

The carrier code selected in the core step-by-step setup determines whether the account is added as Day & Ross or Day & Ross LTL.

Carrier-Specific Instructions

The Carrier tab contains the carrier-specific configuration used to define operational behavior for this Client (Billing) Account. Fields in this view are grouped visually to distinguish mandatory (red-highlighted items) and optional (blue-highlighted items) carrier-specific settings.

Service code: Enter the Day & Ross service code to be used for this Client (Billing) Account. This field is required and defines the carrier service applied to shipments for this client.

The service code configured in this field determines whether this Client (Billing) Account operates through the Day & Ross or Day & Ross LTL plugin flow.

Override WMS Service Code: Enable this option when the WMS-provided service code must be overridden for Day & Ross processing. Use it only when the client requires a different carrier service mapping than the one coming from the source order.

Package description: Enter the package or commodity description to be sent for this client when applicable. Use this field when a fixed description is required in the carrier request.

Commodity freight class: Use this field to define the commodity freight class sent for this client when required. Configure it according to the client’s freight setup.

Freight NMFC class: Use this field to define the NMFC class value for freight processing when applicable. Configure it with the value the client uses for this carrier flow.

Bill To: Enter the Day & Ross bill-to account to be used for shipment billing on this Client (Billing) Account. This field is required and controls how shipment charges are billed for the client.

Specify customs broker: Enable this option when the client’s shipment flow requires customs broker details. Configure it only when broker-specific handling applies.

Sender name and Sender company: Enter the sender contact name and sender company to be used for this client. These fields are required in this section and define the sender identification passed in the client-specific carrier setup.

Override sender address: Enable this option when the client must use sender details different from the Baseline address configuration. Use it only when a client-specific sender address override is required.

To enable carrier-specific settings —and before continuing—, press Save.

Next Steps

You can now use this account to ship through Day & Ross / Day & Ross LTL.