If you are looking to set up and create a new Carrier Account for a Carrier which you are already dispatching with, 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.
You may need to request some new information specific to this account, it would be suggested you read the documentation in the link above for the latest information regarding 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.
Step 1 and Step 2 are both outlined in the video below:
3. Setup 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
To see an example of how we have created the MachShip ratecard import from a series of Item (Pieces), Weight and Volume rates, please refer to the video below:
4. Import the Rate Card
This is outlined at the link below.
How to import and create a New Ratecard
5. Add in any Surcharges
You will now be able to despatch using this account.