How to add and set up a Ontrac Billing Account [Step-by-Step guide]
Modified on Thu, 29 Sep 2022 at 04:47 PM
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 a Ontrac 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 Ontracbilling 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 yourOntracbilling 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.You can choose between the service level thatcomes 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: Specify which account number will be used as the Shipper account.
C) Sender information: Specify the Sender Company and Name, as well as the phone number and e-mail (optional) associated with this billing account and its handling. You can also override the sender address (by default techShip will use the one defined on the source Carrier account) to an address different from the source. To do so, follow the steps from this article.
D) Residential: Allows you to choose which mode to use (Default, Enabled, Disabled). Default expects the WMS to determine if true or false. If enabled, orders through the profile will be set as residential.
E) Package type: Allows you to specify which Package type you will be using.
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.
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