How to set up a new Carrier Account for a new Carrier

How to set up a new Carrier Account for a new Carrier

When setting up a Carrier Account with a new carrier, or a carrier which you have yet to work with on MachShip, you will need to undertake the following checklist. 

1. Request access to the Carrier

Because this is a new carrier, the MachShip team will need to provide access for your company to utilise this carrier.  

To request access please send an email to integrations@machship.com with your company name and the carrier you wish to have access to. The MachShip support team will then provide you with this access. 

If you are unsure on if you have access to a carrier the video below will explain how you can validate the carriers linked to your organisation

2. Create a Fuel Surcharge

To Create a Fuel Surcharge please follow the instructions at the link below:

How to create a Fuel Surcharge

We also explain how this can be created in the video link below:

3. Check if you need to contact the carrier for any specific set up options and ensure you have the rate card

Each carrier is outlined in an article at the link below:

Carrier Specific Options

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

4. Create the Carrier Account and apply the Specific Options

This is outlined at the link below:

Carrier Accounts

Step 3 and Step 4 are outlined in video form below:

5. Set up the Rate Card Import

Using the rate card you were provided by the carrier in section 3 please convert to the MachShip rate card import. 

Please use the links below if there are any queries:

CSV Rate Card Import checklist

How to set up the Rate Card for Accumulative Pricing

How to set up the Rate Card for Break Pricing

An example on how to convert a series of Item (Pieces), Weight and also Volume rates into the MachShip Format can be found below:

6.  Import the Rate Card

This is outlined at the link below:

How to upload your Carrier's rate card

7.  Create and Link any Surcharges

How to Create Surcharges 

The carrier will now be ready for you to despatch and consign. 

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