10 - How to create a Client profile [Step-by-Step guide]

Modified on Tue, 13 Dec, 2022 at 3:21 PM

TechShip allows you to set up Client profiles, which you can customize to adapt to their specific needs and methods.

Adding a Client has its own set of steps, which later expand to adding Billing Accounts to them, as a separate process
This article describes how to create the Client and which features can be activated for it, while the process of how to add Billing Accounts to a client is detailed in other articles.

WARNING: If you have the techShip Plus package, the following video does not detail how to set the techShip-techTrack integration. Refer to step 5 below to learn how to do so.

Feel free to follow the step-by-step guide written below or the video guide, as you prefer: 

To set up a Client you will have to:

1. Access Clients under the Maintenance menu

2. Click the Add button

3. Complete the Client Name and Client Code (the code must match the Client Code within your WMS) fields, and press Save

4. Enable or disable the features that apply to this specific customer using the controls in the panel

- Carton Import Mode: Allows you to choose in which way you'll import your carton information. Default uses the WMS data as received, while Merge repacks everything into one box regardless of what was set in the WMS (Click here for additional information on this subject)

WARNING: Merge mode should never be used to print MH10 shipping labels 

- Ignore WMS Weight/Dimensions: If checked, techShip ignores any Weight or Dimensions that might be received from the WMS

- Enable Order Level TPL Billing: If checked, techShip will use the 3rd Party Billing information the orders have within the WMS instead of the setup you define in the Billing Accounts for this Client

(How to use "Enable Order Level TPL Billing" [Step-by-Step guide])

- Import Empty Carrier as Rate Shopping: If checked, techShip will import every order related to this Client that does not have an assigned Carrier in the WMS as an order to be Rate Shopped

(How to use Rate Shopping in techSHIP Desktop Client - [Solution])

- Import pass through line prices: If checked, copies line prices from Order fields (3PL only) (Import orders getting the price from 3PLC fields [Step-by-Step Guide])

- Swap 3PL Item descriptions: If checked, swaps the fields Description1 and Description2 (3PL only) (How to show 3PLC Secondary Item Description [Step-by-Step guide])

- Ignore missing routing: If checked, suppresses the error and uses the default routing if no match was found; if not enabled, it will show the missing routing key error 

- Drop phones on process: If checked, ignores ship to phones from 3PL

5. Enable techTrack Integration and copy the Client Code to the techTrack Code Field (techShip Plus package feature only)

6. Press Save to apply the changes

NOTE: After finishing this process you will have to add the Billing Accounts and edit them to set their behavior for that particular customer. Follow the instructions from the following articles depending on the Carrier:

11 - How to Add and Set up carriers - Master List [Guides List]

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article