When setting up a Purolator account, you will have to:


NOTE: This article describes how to set up the Carrier baseline account.
If the Carrier baseline account has already been set up and you intend to add a new Billing Account, refer to: How to add and set up a Purolator Billing Account [Step-by-Step guide]



CARRIER SECTION


1. Access Maintenance and select Carriers



2. Click the Carrier for which you'll add the account to from the list


3. Click the Accounts tab


4. Click Add Account



5. In General Options set:

  1. Name: Complete the account name, for example PUROLATOR.
  2. Status: Set the account as Active.
  3. Code: Carrier account code used by the system.
  4. Manifest mode: Select the manifest mode to use for the account.
  5. Usage mode: Select Production if the account will be used in production mode.
  6. Label mode: Select the label format to use for the account. Supported formats are PDF, PNG, and ZPL.
  7. Label size: Select the label size, if supported by the carrier.
  8. Label rotation: Select the label rotation, if supported by the carrier.
  9. Enable Mapper CSV Manifest: Check this option only if a mapper CSV manifest should be enabled.
  10. Tracking url format: Complete the tracking URL format, if required.
  11. Client code: Complete the client code, if required for user-level security.
  12. Convert ZPL to PDF: Check this option if generated ZPL labels should be converted to PDF.
  13. Custom label override: Select a custom label override, if applicable.
  14. Redistribute labels: Check this option when Purolator labels must redistribute label data across packages.

    NOTE: Enable Redistribute labels when Purolator references need package or container-level values to print correctly on labels. Purolator returns all labels in a single file and does not provide box-level references, so this option is required for techSHIP to redistribute label and reference information correctly.

    In the current interface, this option is available in the Labels tab as Redistribute Labels.

  15. Exclude tax from rate shop: Check this option if taxes should be excluded from rate shopping.
  16. Disable manifest download: Check this option if manifest documents should not be downloaded automatically.
  17. Use custom manifest: Check this option only if the account should use a custom manifest format.
  18. Dimensions required: Check this option if dimensions are required for shipments processed through the account.
  19. Airskip only: Check this option only if the account should be restricted to Airskip processing.
  20. Hide price: Check this option if prices should be hidden.
  21. Disable basic trace: Check this option if basic trace should be disabled.
  22. Automatic finalize: Check this option if shipments should be finalized automatically.
  23. DGIS API Username, DGIS API Secret, Use test DGIS, and Ace fields: Complete these fields only if they are required for your implementation.



6. In the Carrier tab, complete the Purolator setup and Sender address sections, and Save:


Purolator setup

  1. Courier Account #: Complete the Purolator courier account number, if applicable.
  2. Freight Account #: Complete the Purolator freight account number, if applicable.
  3. User key: Complete the generated key through Purolator's e-Ship Portal (How to obtain and register a Purolator Production Key - [Step-by-Step guide]).
  4. Use customer own api key: Check this option if you are using your own Corporate Account Production Key, and complete the API key password obtained during the Purolator Registration Key process. This is not the Purolator E-Ship portal password.


NOTE: If you have registered as a Merchant account choosing techSHIP as the platform, you don't need to provide a password, and you don't need to go through Purolator's certification process.
If you're using your own Corporate Account Production Key, you need to get it activated by reaching Purolator support at webservices@purolator.com and pass Purolator's certification process.


WARNING: If you are using techTRACK and need Tracking Events, you need to either certify the account, or use your own API key as detailed above in Use customer own api key


  1. Pickup mode: Select the pickup mode to use for the account.
  2. Consolidate mode: Select how shipments should be consolidated.
  3. Pickup open time: Set the warehouse pickup open time.
  4. Pickup close time: Set the warehouse pickup close time.
  5. Pickup ready hours: Set how many hours are required for the pickup to be ready from the pickup open time.
  6. Weekends mode: Select how weekend days should be handled.
  7. Disable PDF Label Recovery: Check this option if PDF label recovery should be disabled.


Sender address

  1. Company: Complete the sender company name.
  2. Street: Complete the sender street name.
  3. Street number: Complete the sender street number.
  4. Address 2: Complete the second address line, if applicable.
  5. Address 3: Complete the third address line, if applicable.
  6. City: Complete the sender city.
  7. State/province: Complete the sender state or province.
  8. Postal: Complete the sender postal code.
  9. Country: Select the sender country.
  10. Pickup location: Select or complete the pickup location.
  11. Contact email: Complete the sender contact email address.



 


Once ready, proceed to setting up the Billing Account as described in:

How to add and set up a Purolator Billing Account [Step-by-Step guide]