How to add and set up a UniUni 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 UniUni 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 UniUni billing 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]

SET UP THE CARRIER OPTIONS 

The Carrier Options tab allows to set up basic and advanced features of your UniUni billing account.

These are the key elements:

REQUIRED

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.
You can choose between the service level that comes with the order, ECO mode which grabs the cheapest service or an arbitrary service level for all cases. You can go in depth on this subject in this article.

B) Customer Number: Complete with the Customer Number for traceability purposes.

C) Pickup/Destination: Specify the closest to your location Pickup Warehouse as it applies to the case, as well as the Destination Airport.

D) Currency: Specify the currency you will use choosing it from the dropdown.

E) Replace diacritics in order: If set ON, it will correct characters that might cause issues.

OPTIONAL

A) Signature Required: If default, it will expect the order to dictate if the accessorial will be used, when enabled/disabled, the accessorial will be arbitrarily forced or removed respectively.

B) References

• Reference: Select the field from the dropdown or write a fixed value to use as Reference for traceability purposes
• Customer Number: Select the field from the dropdown to use as Tracking Number for traceability purposes 
• Internal Account Number: Select the field from the dropdown or write a fixed value to use as Internal Account Number for traceability purposes

C) Override Sender Address: Check and fill out the additional fields if you need to show an address different from the ship-from address of the baseline account in the labels as described here: Change the Ship From address with "Override sender address" [Step-by-Step guide]  

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