When setting up a Forward Air Carrier account, you will have to:
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 Forward Air 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:
- Name -> Forward Air
- Usage mode -> Production
- Status -> Active
- Label mode -> ZPL
- SCAC -> Carrier/SCAC code you're using in the WMS
6. In Carrier Options set and Save:
- Account Customer ID -> Forward Air customer ID (string, e.g. MYCOMPANY)
- Shipper Account -> Account Number through which transactions will be processed
- Username -> Complete with your Forward Air API username
- Password -> Complete with your Forward Air API password
- Contact Phone and E-Mail: Specify the e-mail and phone associated with the account
Pickup open time -> Time in HH:MM format when the warehouse is open for pick up
Pickup close time -> Time in HH:MM format when the warehouse closes for pick up
Pickup ready hours -> Amount of hours it will take you to be ready from your open time
Weekends Mode (when closed) -> Select how Weekends should be handled
- Ignore weekends: Weekend days are considered like any other week day
- Saturday and Sunday: Saturday and Sunday are blocked from operation
- Sunday: Sunday is blocked from operation, while Saturday is considered like any other week daySender address info -> Warehouse induction address
Once ready, proceed to setting up the Billing Account as described in: How to add and set up a Forward Air Billing Account [Step-by-Step guide]