How to add and set up a Purolator Billing Account [Step-by-Step guide]
Modified on: Tue, 16 Jun, 2020 at 4:35 PM
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 describes the procedure to set up a Purolator billing account, while others are specifically written for other Carriers.
Feel free to follow the step-by-step guide written below or the video guide, as you prefer:
To set up a Purolator 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
The General Options tab is the same for every carrier. If you are already acquainted with it from previous setups, please configure it accordingly.
If this is your first time setup or you aren't acquainted to it, refer to the following article and once finished, return to this one to set up the carrier specific options:
The Carrier Options tab allows to set up basic and advanced features of yourPurolator billing account.
These are the key elements:
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”.
B) Sender Name: Specify the Sender Company/Name, which is required
C) Contact phone: Specify the phone number associated with this billing account and its handling.
D) Payment Type / Account number: Specify the account type you're using from the dropdown, and the Account number below.
Press Save to apply the changes. If the information is valid, you'll be able to process orders through it.
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.