f you want to set up a client, supplier, or secondary despatch location in MachShip, see below a checklist of what needs to be completed in order to ensure that you will have a successful despatching experience.
Step 1: Create a Company
In order to create a company please follow the instructions at the link below:
How to create a Company in MachShip
Step 2: Create a User
To create a user please follow the instructions at the link below:
Step 3: Create, import or upload any Company Locations or Company Items
These are all explained in detail at the links below:
Step 4: Create any new Carrier Accounts (if required)
To create a new Carrier Account please follow the instructions below
How to Create a Carrier Account
To find the specific setup for a carrier please find that carrier in the list at the below link.
Note: If you have already set up the carrier account in MachShip with the carrier you do not need to complete this step.
Step 5: Convert to the MachShip format and import any new Rate Cards (if required)
This is documented in detail below:
See below how to convert some carrier specific rate cards.
Carrier Specific Rate Card Conversions
Note: If you have already set up the carrier account in MachShip with the carrier you do not need to complete this step.
Step 6: Create the Company Carrier Accounts to assign access to the rates.
This is outlined below:
Step 7: Test each carrier with a quote and consignment.
Step 8: Go Live