MachShip set up Checklist

MachShip set up Checklist

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:

How to create a User

Step 3: Create, import or upload any Company Locations or Company Items

These are all explained in detail at the links below:

Company Items

Company Locations

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. 

Carrier Specific Options

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:

Rate Cards

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:

Company Carrier Accounts

Step 7: Test each carrier with a quote and consignment.

Step 8: Go Live

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