How to set up a CSM Baseline account [Step-by-Step guide]

Modified on Thu, 21 Jul 2022 at 03:26 PM

 

When setting up an CSM Carrier account, you will have to:


NOTE: This article describes how to set up the Carrier baseline account.
If the Carrier baseline account has already been set up and you intend to add a new Billing Account, refer to: How to add and set up a CSM Billing Account [Step-by-Step guide]



CARRIER SECTION

1. Access Maintenance and select Carriers



2. Click the Carrier for which you'll add the account to from the list


3. Click the Accounts tab


4. Click Add Account



5. In General Options set:

  1. Name -> CSM - [Account number] (e.g. CSM - 500000)
  2. Usage mode -> Production (if you will use it in production mode) 
  3. Status -> Active
  4. Label mode -> PDF
  5. SCAC -> Carrier/SCAC code you're using in the WMS 



6. In Carrier Options set and Save:

  1. API Username (Key) -> API Username (Key), IT HAS TO BE PRODUCTION
  2. Password -> Key Password
  3. Pick Up Open, Close and Ready Hours time -> Warehouse pick up open and pick up close time, as well as Ready Hours (how many hours will it take you to be ready from your open time)
  4. Sender address info -> Warehouse induction address




Once ready, proceed to setting up the Billing Account as described in:

How to add and set up a CSM Billing Account [Step-by-Step guide]


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