How to add and set up a E24 Metro Billing Account [Step-by-Step guide]

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 E24 Metro 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 E24 Metro billing account, define the following and then Save:

ADD THE ACCOUNT TO THE CLIENT PROFILE

1. Access Clients under the Maintenance menu

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 E24 Metro billing account.

These are the key elements:

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) Currency Code: Set according to the location of origin.

C) PO Validation: Set as required depending if you want to validate PO Box addresses or not.

D) Shipment Sorting Code: Write down a 1-3 character fixed value, or pick a reference from the list which is able to contain a dynamic 1-3 character value; this will help identify different types of shipments according to the type of service that should be provided

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