How to Add a Skydropx Client (Billing) Account [Guide]

Modified on Tue, 5 May at 6:57 AM

This guide explains how to add and configure a Skydropx 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 Skydropx Baseline Account [Guide].
Confirm the customer has the required services enabled in the Skydropx carrier portal.
Follow the configuration steps as described in How to Add a Client Billing Account [Step-by-Step guide] using the values provided below.

Carrier-Specific Instructions

The Carrier tab contains the Skydropx-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.

Skydropx supports Small Parcel and LTL services through the SKYDROPX carrier code. The selected Service code determines the default service type used by this Client Billing Account. Available services depend on the customer’s Skydropx carrier portal configuration.

Service code: Select the default Skydropx service for this Client Billing Account. The selected Service code determines whether the account operates with a Small Parcel or LTL service.

Package type: Select the default package type for shipments processed through this Client Billing Account.

Shipment Purpose: Optionally select the default shipment purpose for this Client Billing Account.

Payment terms: Optionally select the default payment terms for shipments processed through this Client Billing Account.

PackageDescription: Optionally enter the default package description sent with shipment requests when no order-level description is provided.

Sender name and Sender company: Enter the sender contact and company values for this Client Billing Account.

Override sender address: Optionally enable this option to override the source sender address with the sender information configured in this Client Billing Account.

WARNING: To enable carrier-specific settings, press Save before continuing.

Next Steps

You can now use this account to ship through Skydropx.

To learn more about additional Order Settings that you can configure for this specific carrier, see: How to Configure Skydropx Order-Specific Settings [Guide].