How to set up a Wizmo Baseline account [Step-by-Step guide]

Modified on Tue, 29 Nov, 2022 at 1:41 PM

 

When setting up a Wizmo 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 a Wizmo 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 -> Wizmo  
  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:

  1. Username -> Wizmo portal username
  2. Password -> Wizmo portal password
  3. Carrier auto-manifest -> Select to have Wizmo auto-manifest as you process orders, or if you will manifest manually (manual manifest set by default)
  4. Sender address info -> Warehouse induction address




 


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


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