Check List on how to configure a New Client as a Freight Broker

Check List on how to configure a New Client as a Freight Broker

If you want to set up a client, supplier, or secondary despatch location in MachShip, see below a checklist of what needs to be completed in order to ensure that you and they will have a successful despatching experience.

Step 1: Create a Company

In order to create a company please follow the instructions at the link below:

How to create a Company in MachShip

Step 2: Create a User

To create a user please follow the instructions at the link below:

How to create a User

Step 3: Create, import or upload any Company Locations or Company Items

These are all explained in detail at the links below:

Company Items

Company Locations

 

Step 4: Create the Company Carrier Accounts to assign access to the rates.

This is outlined below:

Company Carrier Accounts

Step 5: Test each carrier with a quote and consignment.

Step 6: Go Live

If you have a new Carrier Account for this client please follow the steps outlined below on how to set these up. You will then need to follow step 4 and 5 to ensure that the sell rates have been configured correctly for that client. 

If this is a New Carrier

If this is an Already Utilised Carrier

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