Checklist on How to Create a New Carrier Account and to link your existing Carrier Rates

Checklist on How to Create a New Carrier Account and to link your existing Carrier Rates

If you are looking to set up and create a new Carrier Account for a carrier which you are already dispatching, and who will utilize an existing set of carrier rates then follow the checklist below:

Note: You should already have access to the carrier and a fuel surcharge set up.

1. Check if you need to contact the carrier for any specific setup options and ensure you have the rate card

Previously you would have obtained some carrier specific account information. Each carrier is outlined in an article at the link below:

Carrier Specific Options

You may need to request some new information specific to this account so it would be suggested you read the document at the link above for the latest information regarding this carriers setup. 

Should you have any queries regarding this please contact support@machship.com.

2. Create the Carrier Account and Apply the Specific Options

This is outlined at the link below:

Carrier Accounts

Step 1 and Step 2 are both outlined in the video below:

3. Link the Carrier Account to the Ratecard

This is outlined at the link below:

How to link a Carrier Account to a Ratecard

You will now be able to despatch using this account. 

 

Should you have any queries regarding this please contact support@machship.com

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