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.


This article describes the procedure to set up a DPD 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 DPD 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.


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 DPD 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”.


B) Billing Account: Indicate the billing account number you will use


C) Sender Name and Company: Specify the Sender Name and Company


D) Currency: Select the currency you will use from the dropdown


OPTIONAL


A) Override Sender Address (optional): Check and fill out the additional fields if you need to show an address different from the ship-from address of the baseline account in the labels as described here: Change the Ship From address with "Override sender address" [Step-by-Step guide] 


B) Shipper Numbers (EORI, UKIMS, VAT, IOSS): Indicate the number you will use according to the case


C) Export fields: Specify the fields when necessary accordingly

  • VAT Paid: Check if VAT will be paid as the shipper
  • Terms: Select between DAP or DT1 accordingly
  • Invoice Type: Select between Proforma and Commercial accordingly 
  • Reason for Export: Select the reason for export to determine if the shipments are sales, a returns or replacements or gifts 
  • Default Package Description: Describe the default package description you will declare to the carrier 


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