How to Add a Saia REST Client (Billing) Account [Guide]

Modified on Wed, 29 Apr at 7:38 AM

This guide explains how to add and configure a Saia REST Client (Billing) Account.

A Client (Billing) Account assigns a carrier connection to a specific Client and defines how that carrier behaves for that Client.

For a complete overview of supported carriers and related setup guides, refer to techSHIP supported Carriers - Master List [Guides List].

TABLE OF CONTENTS

Prerequisites
Carrier-Specific Instructions
Next Steps

Prerequisites

Before adding a (Billing) Account, ensure that:

The Client Profile has been created. See: How to create a Client profile [Step-by-Step guide].
This setup uses a Baseline Account as the foundation. To create and configure one specific to this carrier, see: How to Add a Saia REST Baseline Account [Guide].
Follow the configuration steps as described in How to Add a Client (Billing) Account [Step-by-Step guide] using the values provided below.

Carrier-Specific Instructions

The Carrier tab contains the Saia REST-specific configuration used to define operational behavior for this Client (Billing) Account. Fields in this view are grouped visually to distinguish mandatory (red-highlighted items) and optional (blue-highlighted items) carrier-specific settings.

Service code: Select the default Saia REST service that this Billing Account should use when the order does not provide a service value.

Override WMS Service Code: Enable this option to replace the incoming order service code with the Service code configured in this Billing Account.

Package type: This field is required. Select the package type sent to Saia REST for shipments processed through this Billing Account.

Currency: This field is optional. Enter a currency value only when this client workflow requires one.

Payment terms: This field is required. Select the shipment payment type used by this client, such as Prepaid, Collect, or Third Party.

Destination account code: This field is optional. Include it when Payment terms is set to Collect.

Third party Account code: This field is optional. Include it when Payment terms is set to Third Party.

Notify recipient / shipper options: These options are optional. Enable them only when shipment notifications by email or phone are required for the recipient or shipper.

Sender contact details: Use these fields to enter the sender name, sender company, contact phone, phone extension, and contact email when this Billing Account must override the default sender information.

Override sender address: This option is optional. Enable it when the client must ship with a sender address different from the Baseline Account sender address.

Override billing address / Override broker Address: Use Override billing address for third-party billing scenarios that require a billing address override. Use Override broker Address for Mexico shipments.

To enable carrier-specific settings —and before continuing—, press Save.

Next Steps

You can now use this account to ship through Saia REST.

To learn more about additional Order Settings that you can configure for this specific carrier, see: How to Configure Saia REST Order-Specific Settings [Guide].