When looking to set up a new account with Formby Logistics, you will need to contact your account manager and advise them that you are looking to despatch your account through MachShip. Please cc integrations@machship.com in your email.
Your email should be as follows:
Hi,
I need to set up my account <insert account code> with Formby Logistics so that I may consign with my new FMS partner MachShip. Can you please advise what my consignment note prefix should be?
We will also need the tracking status events and POD sent to the sub folder on the Formby Logistics FTP Server. Can you please have this arranged?
Once the Formby Logistics team responds, we need to fill out the specific options, these are:
Account Code - The account code would have been provided to you when your account was set up.
Consignment Prefix - The consignment prefix will have been provided to you in the email sent above.
Primary Reference Type:
For certain carriers, MachShip is configured to utilize the internal reference known as the MachShip number as reference one. This is done for carriers to ensure
1. Known reference for invoice reconciliation
2. Known reference for tracking
This may affect how you are currently working with a carrier and as such if you wish to still use your reference please set the primary reference type as Customer Reference
Reference Pools - Reference pools are utilised by MachShip in order to maintain a count on connotes, manifests, and item numbers. The reference pool will ensure that each of those numbers is unique to what we have sent to the carrier previously. More information can be obtained on reference pools here. Formby Logistics requires the creation of just 1 reference pool, for the Connote number.
To create the reference pool select the Create Carrier Reference Pool button at the bottom of the page:
If you are creating a new account then the Reference Pools will be set to the following fields:
Pool Name - Set as Formby Logistics Connote Ref Pool <Account Code>
Minimum Value - 1
Maximum Value - 999999 (that is six 9's)
Next Available Reference - 1
Cyclical - No
It will appear as below:
Once created it will appear in the drop-down as below:
Once done, click on the Save Carrier Account button.
Should you already be trading on an existing account, please set the next available field as 1000 consignments higher than the highest connote number on your previous account.
Test:
Once the account has been set up and all of the rates have been added, you will need to run a test to ensure that upon go-live, everything will run successfully. To do this, create a consignment - please make Reference 1 and Reference 2 and the delivery special instructions, THIS IS A TEST. Once this has been created please manifest the consignment to the carrier. If you experience any issues please contact support@machship.com.
If you receive a successful manifest message from MachShip then please send an email to your account manager and advise them that you are starting to despatch your Formby Logistics account through MachShip and that you would like to receive verification that the job has been successfully received.
Advise your account manager of the connote number and request that they should cancel this to ensure that you are not charged. Please cc integrations@machship.com on this email so we can help if required.
On confirmation from the support team that the setup is validated, you are free to begin to consign.