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

Modified on Thu, 17 Oct at 1:52 PM

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.

WARNING: McLeod's system is a TMS. techSHIP will create the order in the TMS with the order provided information and account settings and obtain a BOL in exchange for each processed order.

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 McLeod 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 McLeod 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.

WARNING: Given this carrier provides a BOL but doesn't produce labels, if matchmaking of shipment elements and packaging (boxes, pallets, etc.) is needed, you can resort to activating Packing Slips, which are printed to uniquely identify each box/pallet and have a detailed list of items within each carton if provided as part of the order, and the ship from and to addresses, as indicated in Packing slips: How to use and set them up [Step-by-step guide]

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 McLeod 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

B) Package type: Choose the package type you will declare to the carrier (Not Set for generic, Pallet or Container)

OPTIONAL

A) Feature: Select if there are any specific features to report to the carrier (Round trip, Preloaded, Swap, High Value, etc.)

B) Has Dangerous Goods: Leave [Not Set] if the order will report if it has dangerous goods or not, or force every order to activate or deactivate the dangerous goods flag with Enable/Disable accordingly

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