How to add and set up a Dayton Freight Billing Account [Step-by-Step guide]

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 Dayton Freight Billing Account, while others are specifically written for other Carriers.

To set up a Dayton Freight 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:

How to configure the Billing Account General Options tab [Step-by-Step guide]

SET UP THE CARRIER OPTIONS 

The Carrier Options tab allows to set up basic and advanced features of your Dayton Freight Billing Account.

These are the key elements:

REQUIRED

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 one. 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 that comes 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) Shipment PO Number: Select the reference from the dropdown, enter a fixed value by writing it, or combine both to provide this value.

C) Sender information: Complete the client-level sender information required for Dayton Freight, including Sender name and Sender company. Use Email and Phone when applicable.

OPTIONAL

D) Package and currency: Leave Package Type as [Not Set] unless a specific package type must be applied for the client. Select Currency when a specific currency is required.

E) Shipment references: Select a reference from the dropdown, enter a fixed value, or combine both to provide Shipment ID, Master BoL, or Shipment's Bill of Lading number when needed.

F) Notification information: Enable Notification by email or Notification by phone when notifications must be sent for the shipment. Use Email and Phone when applicable.

G) Location and address overrides: Provide the Origin location ID when the client must send one for Dayton Freight processing. Enable Override sender address or Override billing address only when the client must use address values different from the source account.

H) Customs broker information: Enable Specify customs broker and select the Broker Type when broker information must be sent for international shipments.

Press Save to apply the changes. If the information is valid, you'll be able to process orders through it.

NOTE: If Payment Terms are not provided, Dayton Freight defaults them to PREPAID.

NOTE: Dayton Freight returns the Pro Number, and techShip stores it as the shipment Tracking Number.

WARNING: Dayton Freight requires at least one line item, shipment date, positive total weight, origin and destination postal codes, full ship-from and ship-to address information, and pickup date and time to process shipments.

WARNING: When Hazardous Materials are enabled for the order, Dangerous Goods Emergency Contact Name and Emergency Contact Phone are required. Broker address fields are required for international shipments.

SUPPORTED ACCESSORIALS AND OVERLENGTH

Dayton Freight supports the following accessorials across rating and shipment operations:

Inside Pickup, Inside Delivery, Limited Access Pickup, Limited Access Delivery, Liftgate Pickup, Liftgate Delivery, Residential, Appointment Required at Delivery, Hazardous Materials, Protect-from-Freezing and Overlength.

NOTE: Notify Consignee only applies at shipment level.

Overlength is determined by the longest handling-unit dimension. The dimension is measured in inches and converted to feet. Items are overlength when the maximum dimension is 84 inches or more, equivalent to 7 ft. Rating uses EXLG codes, from EXLG07 to EXLG20, while shipment uses the generic OVR code.

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.