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:
Step 3: Create, import or upload any Company Locations or Company Items
These are all explained in detail at the links below:
Step 4: Create the Company Carrier Accounts to assign access to the rates.
This is outlined below:
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.