When setting up your Clients in techShip, you will have to configure Billing Accounts for them to operate with and through.
By setting up the Billing Accounts, you will be able to specify how the account should work for that 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 will approach the generic setup, while others are specifically written for certain Carriers.
Feel free to follow the step-by-step guide written below or the video guide, as you prefer:
To set up a 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
In the General options tab the key elements are:
A) References: Choose the references that need to be shown in the labels and in which order. Take into account that not all the Carriers support using 4 references. If you choose options from the dropdown the values will be variable depending on the order, but if you need to show a fixed value (a warehouse or account code for example) you can type whichever value is needed into the Reference fields.
B) Rate Shopping: Check for techShip to consider this account when you are Rate Shopping for this client. More details can be found here.
C) Include Packing Slips: Check if you are going to use Packing slips together with your labels. A set of additional fields allow you to choose a default or custom packing slip model, Merge the Packing Slip with the Carrier label (printed in a custom - usually 8 1/2" x 11" - label), or set the ship from information through the Packing Slips Config tab. More details can be found here.
D) Closing or updating the WMS: Specify which actions should take place to update your wms when the orders are manifested.
The possible scenarios are:
- Close orders in WMS: When you manifest your WMS gets updated with the order information and closes them as well.
- Update orders in WMS: Shown when Close orders in WMS is disabled, when you manifest your WMS gets updated with the order information, yet you will have to close them manually on the WMS side.
- Update freight in WMS (Optional): Updates the freight information in the WMS as well as the regular information.
E) Markups: You can set up your markups for this client and account as a percentage, a fixed value, or both (they add if you use both fields); markups are added when you push the information to the WMS (for a detailed description more details can be found here)
F) Signature required: Specify if signature is required or not. By default techShip takes the order information, yet you can force it to enable/disable it for all orders.
SET UP THE CARRIER OPTIONS (GENERAL)
The Carrier Options tab content varies considerably depending on the account’s Carrier.
These are the key elements for most of them:
A) Default Service Code: Choose a service code to assign to imported orders which don’t have a service code or keep it if they have. If you wish to overwrite any code coming from the WMS with the chosen service, check “Override WMS Service Code”.
You can choose between the service level that comes with the order, ECO mode which grabs the cheapest service or an arbitrary service level for all cases. You can go in depth on this subject in this article.
B) Billing account number and payment type: Specify which account number is to be billed and how (Prepaid, Sender, Third Party, Collect, etc).
C) Address Validation: Allows you to choose which level of address validation you can use. Not only the address is validated, but take into account that for some carriers detecting residential areas impacts in the charges. Some carriers have a fixed address validation level by default and do not provide options to pick from. If you are not sure of which level would be suitable for you, you can go in depth in this article.
D) Package type: Allows you to specify which Package type you will be using. It could be a specific one or a variable (user provided) depending on the case.
E) Sender Address: By default, techShip automatically uses the address you provided for the Carrier account upon setup as Sender Address. If you wish to keep it, no additional action is needed. If you need to change it follow the instructions here.
F) Return information: By default, techShip automatically uses the address you provided for the Carrier account upon setup as the Return Address. If you wish to keep it, no additional action is needed. If you need to change it follow the instructions here applied to the Return Address checkbox.
Check Print return labels if you will be printing them.
G) Currency and duties: Specify the currency the account will use as reference and who will be paying for duties charges. In some cases it might require you to fill additional fields.
SPECIFYING RATE SHOPPING SERVICE CODES (OPTIONAL)
If you are Rate Shopping with this account, you might want to specify which services you want be taken into consideration or excluded. Read this article to set up your inclusion/exclusion list.