Select the Account Holder: Navigate to the companies list view within the app. Select the specific account holder company you wish to add a shipping account to.
Initiate Account Creation: Verify that “Account Holder” is active under the Services Enabled section. Tap on the “Create Shipping Account” button to add a new account, or select an existing one to edit its details.
Enter Shipping Account Settings: Input the account number that all shipments will be billed to. Provide the account username, account password, and API key. The API key and related developer keys can be obtained from the carrier’s website, or by checking the specific email address on file for that shipping account. Make sure the main account toggle is set to “Enabled”.
Configure Account Holder Settings: Enable “Revenue Tier Assistance (RTA)” to inject volume into the shipping account. Select the appropriate “Agreement MUD Template” to establish the correct agreement rates for the account holder. Choose “Through app” as the Type of Revenue Tier Assistance.
Set Up Online Billing Details: Select the setup type for downloading invoices, choosing between either “Online” or “EDI”. “Online” pulls invoices from the carrier’s online billing center, while “EDI” is the preferred method if an existing connection is already available with the carrier.
Update Status Toggles and Save: Toggle on the options for “Skip import of GSR Credits” and “Skip import of Negative charges” under the Status section. Tap the “UPDATE” button to finalize the setup and load the shipping account into the system.
