When setting up your Clients in techShip, you will have to configure Billing Accounts for them to operate with and through.
This article will approach the setup of an account that allows to print Will Call labels for customers to pickup orders directly at the induction address.
Feel free to follow the step-by-step guide written below or the video guide, as you prefer:
To set up the 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]
Typically, the only elements set up for this kind of label are the References.
If a regular packing slip should be included, it can also be done by checking Include Packing Slips.
SET UP THE CARRIER OPTIONS
6. Access the Carrier Options tab
7. Complete the label fields as follows:
- GS1 Company Prefix: If you will use a SSCC code model, use this field accordingly as part of it, but it can be left empty
- Application Identifier: If you will use a SSCC code model, use this field accordingly as part of it, but it can be left empty
- Extension Digit: If you will use a SSCC code model, use this field accordingly as part of it, but it can be left empty
- Last Serial Number: If you will use a SSCC code model, use this field accordingly as part of it, but it can be left empty
8. Sender name and Sender Company: Specify the Sender Name and 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.
9. (Optional) Print Pallet Labels: If you need to print separate labels per pallet, check the box; If you do so, you will have to provide the corresponding set of information of the fields from step #7
10. Press Save to apply the changes