How to add and set up a DHL Express (REST) Billing Account [Step-by-Step guide]
Modified on Fri, 06 Oct 2023 at 11:48 AM
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 DHL Express (REST) billing account, while others are specifically written for other Carriers.
NOTE: This integration is of international extent, Asia, US, EU and other regions are supported.
Feel free to follow the step-by-step guide written below or the video guide, as you prefer:
To set up a DHL Express (REST) billing 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:
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. If you wish to overwrite any code coming from the WMS with the chosen service, check “Override WMS Service Code”. 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) Package Type: Specify your standard package description (box, envelope, etc)
C) Account numbers
Shipper Account number: Specify the account number that will be the shipper on paper
Billing Account number: Specify the account number that will pay for shipping if not the prepaid one
D) Currency: Specify the value from the list
Standard Products only: If checked, limits receiving rates for basic services only
Next business day:If checked, limits receiving rates for services that qualify for next business day delivery only
F) Shipper Name/Company/Phone: Specify the Shipper name, company and phone number. 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 stepsfrom this article.
A) Customs fields: Not every of them are required if you're shipping international orders, but the most relevant and applicable to all cases will be detailed
Is dutiable: Check if you will pay for duties for shipments going through this account
Calculate insured value: Check if you want to automatically calculate the insured value based on the SKU contents
Default Package Description: Specify the description of the packages you're sending (box, envelope, etc.)
Export reason type: Select the export reason type (gift, sample, commercial, return, etc.) from the dropdown
Export reason: Specify the detail associated with the reason type
Skip trade documents: Check if you don't want to generate the trade documents as you process the orders (if you will handle these manually or outside techSHIP
Paperless trade: Select Enable if you want to handle international shipments paperwork digitally or disable if you want to print them physically; verify with your DHL Express representative if there are any additional steps to enable your account to be paperless on DHL's end
Terms of trade: Select the terms of trade (e.g. DDP, DDU, etc.) that apply to the case from the dropdown
Commercial invoice template: Select the CI type you will use from the dropdown
B) Address Overrides: Check and Specify if you need to override the Baseline account address for any of these two elements when it applies to the case
Press Save to apply the changes. If the information is valid, you'll be able to process orders through it.
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