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

Modified on Wed, 16 Nov, 2022 at 4:29 PM

 

When setting up a XPO 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 XPO 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 -> XPO - [Account number] (e.g. XPO - 123456)
  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:


REQUIRED

  1. Username -> Complete with your XPO API username
  2. Password -> Complete with your XPO API password
  3. Account number -> Account Number through which transactions will be processed
  4. Access Key -> XPO API key
  5. Sender address info -> Warehouse induction address


OPTIONAL

  1. Pickup open time -> Time in HH:MM format when the warehouse is open for pick up 
  2. Pickup close time -> Time in HH:MM format when the warehouse closes for pick up




 


Once ready, proceed to setting up the Billing Account as described in: How to add and set up a XPO Billing Account [Step-by-Step guide]

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