When setting up your Clients in techShip, you will have to configure Billing Accounts to ship through them. These use a Baseline Account as a foundation, but their way to work could be different based on the Client's needs.


When setting Billing Accounts, you will be able to specify how it should work for that specific client, setting label references, packing slips usage, rate shopping, markups, WMS information updating and Carrier options such as the default service level, address validation, sender and return addresses, etc.


WARNING: This Carrier has Reference value usage requirements. These will be described in the "Set up the General Options" section below.


This article describes the procedure to set up a USPS via EHUB billing account, while others are specifically written for other Carriers.


Feel free to follow the step-by-step guide written below or the video guide, as you prefer:



To set up a USPS billing account, define the following and then Save:


ADD THE ACCOUNT TO THE CLIENT PROFILE


1. Access Clients under the Maintenance menu




2. Click on the Client for which you wish to set up the billing account

3. Press Add Billing Account


4. Select the source account which will be used and Save

5. Edit the Billing account

SET UP THE GENERAL OPTIONS

 
The General Options tab is the same for every carrier. If you are already acquainted with it from previous setups, please configure it accordingly.


WARNING: This Carrier requires you send either the Transaction Number or the Customer Order Number as the Order ID, that is the Reference 3 field, noting that:
- Reference 1: Label text reference #1, reference which will be shown in the label
- Reference 2: Label text reference #2, reference which will be shown in the label 
- Reference 3: OrderID (select Reference# or Customer Order# from the dropdown, making sure you're passing this information as part of the order data; you can still use the field for other references) 



If this is your first time setup or you aren't acquainted to it, refer to the following article and once finished, return to this one to set up the carrier specific options:


How to configure the Billing Account General Options tab [Step-by-Step guide]



SET UP THE CARRIER OPTIONS 


The Carrier Options tab allows to set up basic and advanced features of your USPS billing account.


These are the key elements:



REQUIRED


A) Default Service Code: Choose a service code to assign to imported orders which don’t have a service code or keep it if they have. If you wish to overwrite any code coming from the WMS with the chosen service, check “Override WMS Service Code”.
You can choose between the service level that comes with the order, ECO mode which grabs the cheapest service or an arbitrary service level for all cases. You can go in depth on this subject in this article.


B) Contact First and Last Name: Specify the contact First and Last name for this account.


C) Contact Phone and e-mail: Specify the phone number and e-mail associated with this billing account and its handling. 


D) Sender Company: Specify the Sender Company. You can also override the sender address (by default techShip will use the one defined on the source Carrier account) to an address different from the source. To do so, follow the steps from this article.


E) Package type: Allows you to specify which Package type you will be using. It could be a specific one or a variable (user provided) depending on the case.


OPTIONAL


A) Address Overrides: You might need to override addresses for different reasons, where the possible options are:

  • Override Ship From (Induction) address: Allows to define an alternative address for induction; This will affect rating, since this address will ignore the one set up in the Baseline account, and use the new provided one
  • Override Label From address: Allows to define an alternative address to be shown in labels; This allows to keep the warehouse address undisclosed, while providing another one, typically tied to the Client (company)
  • Override Return address: Allows to define an alternative return address; This allows to provide the customer with a return address which is different from the warehouse, should returns be routed somewhere else


B) Ancilliary Endorsement: Specify which type you will use, if any


C) Export fields:

  • Reason for Export: Select the reason for export from the dropdown (Sample, Sold, etc.)
  • Non-Delivery Handling: Complete with instructions for non-delivery handling
  • Always send customs info: In checked, information will be sent to customs
  • Skip Trade Documents: If checked, does not generate trade documents
  • Currency Code for Export: Select the currency code you will use for exports from the dropdown


D) Dangerous Goods: When applicable, specify which type of Dangerous Goods (class or mode) you will use


Press Save to apply the changes. If the information is valid, you'll be able to process orders through it.


SPECIFYING RATE SHOPPING SERVICE CODES (OPTIONAL)


If you are Rate Shopping with this account, you might want to specify which services you want be taken into consideration or excluded. Read this article to set up your inclusion/exclusion list.