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

Modified on Fri, 11 Nov 2022 at 05:39 PM


When setting up a Forward Air 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 Forward Air Billing Account [Step-by-Step guide]


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 -> Forward Air
  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. Account Customer ID -> Forward Air customer ID (string, e.g. MYCOMPANY)
  2. Shipper Account -> Account Number through which transactions will be processed
  3. Username -> Complete with your Forward Air API username
  4. Password -> Complete with your Forward Air API password
  5. Contact Phone and E-Mail: Specify the e-mail and phone associated with the account 
  6. Pickup open time -> Time in HH:MM format when the warehouse is open for pick up 

  7. Pickup close time -> Time in HH:MM format when the warehouse closes for pick up

  8. Pickup ready hours -> Amount of hours it will take you to be ready from your open time

  9. Weekends Mode (when closed) -> Select how Weekends should be handled
    - Ignore weekends
    Weekend days are considered like any other week day
    - Saturday and Sunday
    Saturday and Sunday are blocked from operation
    - Sunday
    Sunday is blocked from operation, while Saturday is considered like any other week day

  10. 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 Forward Air Billing Account [Step-by-Step guide]

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