When setting up a Estes Carrier 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 an Estes 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 -> Estes
  2. Usage mode -> Production
  3. Status -> Active
  4. Label mode -> ZPL
  5. SCAC -> Carrier/SCAC code you're using in the WMS 



6. In Carrier Options set and Save:


REQUIRED

  1. Username -> Estes API Username
  2. Password -> Estes API Password
  3. Sender address info -> Warehouse induction address

OPTIONAL

  1. Contact E-mail -> E-mail associated with the Estes Account
  2. Contact Phone  -> Phone associated with the Estes Account 



 


Once ready, proceed to setting up the Billing Account as described in: How to add and set up an Estes Billing Account [Step-by-Step guide]