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

Modified on Mon, 03 Oct 2022 at 05:04 PM

 

When setting up a FleetOptics 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 FleetOptics 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 -> FleetOptics 
  2. Usage mode -> Production
  3. Status -> Active
  4. Label mode -> ZPL
  5. SCAC -> Carrier/SCAC code you're using in the WMS 



6. In Carrier Options set and Save:

  1. Access Key -> Fleet Optics API Access Key
  2. Password -> Fleet Optics API Access Key Password
  3. Shipper Code -> Your Shipper Code within the FleetOptics account
  4. Pickup Open/Close time -> Specify the pickup open and close time of the warehouse
  5. Weekends mode -> Specify the Weekends Mode (Ignore Weekends, Sunday, Saturday and Sunday)
  6. 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 FleetOptics Billing Account [Step-by-Step guide]


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