How to create a Carrier Account with RBT Express
When looking to set up a new account with RBT Express 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 Team,
I need to set up my account <insert account code> with RBT Express so that I may consign with my new FMS partner MachShip. Can you please advise of the Consignment Prefix?
Account Code - The account code would have been provided to you when your account was set up.
Consignment Prefix - This will be provided in the email above.
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. RBT Express 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 RBT Express Connote 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 as below on the carrier account page:
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 as 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 their team that you are starting to despatch your RBT Express account through MachShip and that you would like to receive verification on the test file and permission to start to trade. Please include the labels pdf's for the manifest, the connote, and the items.
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 your account manager that the setup is validated, you are free to begin to consign.
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