Each time you want to use a new carrier account, you will add that account to Shipium so that it is accessible. Broadly speaking, you will set up information about the carrier such as account number and other organization-specific billing information as well as some details about which FCs will utilize the carrier account.
Once an account has been configured, you can then add service methods to it (e.g. Ground, Next Day Air, etc.) and set configuration values associated with the service method.
As you can see in the above image, you can access the Carrier Accounts page from the Configure menu under Carrier Accounts. If you already have carrier accounts associated with your account, you will see them listed here. If it is your first time, you will see an empty list. In either case, the process of adding a new carrier account is largely the same.
Carrier Account Information
If you are going to set up a carrier account, you will need information about that account such as your FedEx Account Number or UPS Account Number.
To add a new carrier, account, you start by clicking on the green Add New Account button in the top-right of the Carrier Accounts screen. This is true whether this is your first carrier account or an additional carrier account.
When you click this button, you will get a new dialog asking for information about the new carrier that you are adding.
While most of the data requested is straightforward, let's go through a few of the major pieces of required information. Some fields will be marked with a question mark in a circle and contain hints about what kind of information is needed if you hover on them.
Carrier Account Data
This is the name that makes the most sense for your organization for this carrier account. We generally recommend using region and carrier as part of the name, such as "National UPS Account" or "Southwest Region UPS Account" that will be understandable to yourself and others in your organization.
This allows you to make this carrier account usable by various systems or not. You may want to start with it unchecked while you are setting things up and then set it to active once you have it fully configured.
A drop-down containing a list of valid carriers.
Once you have selected a carrier, this field will populate with a list of potential credential types for the carrier. In most cases, there will only be one or you will want to use the default.
When you select a carrier, you will be asked for more specific credentials such as FedEx Account Number or UPS Account Number.
Peak Surcharge Eligible
This should be set to True for almost all cases. If your organization has specifically negotiated to have peak surcharges excluded from your account, set this to False.
You can also disable any specific peak surcharges that do not apply to your organization here. This is extremely rare.
An account in test mode will not generate production labels. Instead, test labels will be generated. Setting this when you are initially testing a new carrier is a good way to validate that everything is working in and out of the fulfillment center.
This is the contact information for your company with regard to this shipper.
Select the check boxes for the FCs that will be using this particular carrier.
Once you have completed all of these settings, you can click the Submit button at the bottom of the screen and you will be returned to the Carrier Accounts screen where you will see your new carrier account.
See Adding a Carrier Service Method for how to add service methods to your new carrier account.
Updated 11 months ago