How to add and set up an EasyPost USPS Client (Billing) Account [Step-by-Step guide]

When setting up your Clients in techShip, you will have to configure Billing Accounts to ship through them. These use a Baseline Account as a foundation, but their way to work could be different based on the Client's needs.

When setting Billing Accounts, you will be able to specify how it should work for that specific 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 an EasyPost USPS billing account, while others are specifically written for other Carriers.

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:

How to configure the Billing Account General Options tab [Step-by-Step guide]

SET UP THE CARRIER OPTIONS 

The Carrier Options tab allows you to configure the main shipping settings for your EasyPost USPS billing account.

These are the key elements:

REQUIRED 

A. Service code: Choose the service code to assign to imported orders when they do not include one, or keep the one received with the order. You can use the service coming with the order, ECO mode to select the cheapest service, or a specific service for all orders. To learn more, refer to this article.

Package type: Select the package type that will be used for shipments processed with this billing account.

Override WMS Service Code: If you want to replace any service code coming from the WMS with the selected one, enable .

B. Sender Name/Company: Specify the sender name and company to display for this billing account.

C. Contact Phone and e-mail: Specify the contact phone number and e-mail associated with this billing account.

D. Currency code: Specify the currency code that will be used for shipments processed with this billing account. 

OPTIONAL 

E. Reason for Export: Select the export reason to send with international shipments when applicable.

Default Package Description: Enter the package description to send to the carrier, such as box or envelope.

F. Address validation: Select the address validation level from the dropdown. 

Allow Partial Success Rates: Enable this option to allow rate shopping to continue when some available services return rates successfully and others do not.

Rate shop special USPS rates: Select Media Mail or Library Mail to enable rate shopping against those USPS special rate types when needed.

G.  Override sender address: Enable this option to use a sender address different from the one defined in the source account.

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.