Reference Data: Estes REST Client (Billing) Account Fields [Guide]

Modified on Wed, 26 Aug at 7:30 AM

Article 1: Estes (REST) Onboarding Requirements and Configuration Guides [Information]Article 2: Reference Data: Estes (REST) Baseline Account Fields [Guide]Article 3: Reference Data: Estes (REST) Client (Billing) Account Fields [Guide]Article 4: Reference Data: Order-Level Estes (REST) Fields [Guide]
Onboarding and ConfigurationBaseline Account(Billing) AccountOrder-Level Fields
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This reference lists the carrier-specific Estes (REST) Client (Billing) Account fields used in techSHIP.


Use it together with the linked Client (Billing) Account setup steps: the setup guide covers the shared configuration flow, while this article defines the confirmed field values, field behavior, and client-specific carrier configuration details.

  

   
Note   

  

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

   

   

   


Warning

Review and complete Reference Data: Estes (REST) Baseline Account Fields [Guide] before configuring the Client (Billing) Account so the carrier connection is available.

 
   


TABLE OF CONTENTS


Adding a Client (Billing) Account


Follow the UI Navigation steps in How to Add a Carrier Billing Account [Step-by-Step guide], using the carrier-specific values provided in this guide.

   

Go to Go to    
Article: Essential ConfigurationArticle: Carrier-Specific
Essential ConfigurationCarrier-Specific
This article 

   

Carrier-Specific Instructions

   Return to Go to 
Article: Essential ConfigurationArticle: Carrier-Specific
Essential ConfigurationCarrier-Specific

     


The Carrier tab contains the Client (Billing) Account fields used to define confirmed carrier-specific behavior for this client. Highlighted fields indicate mandatory and optional configuration groups.


[Insert screenshot here]


A

Service code: Select the default service used for shipments processed through this Client (Billing) Account.

     

B

Package type: Defines the package type stated to the carrier for shipments processed through this Client (Billing) Account.

     

C

Freight Class: Sets the freight class used when the order does not provide a different value. Consolidated commodity line items use the Billing Account freight class.

     

D

Consolidate commodity line items: When enabled, techSHIP submits one consolidated commodity line item per handling unit instead of one line item per SKU. The generated BOL displays the configured consolidated commodity description.

     

E

Override WMS Service Code: Controls whether the configured Billing Account service code is used instead of the service code received from the WMS.

     

F

The customer's Estes account number: Identifies the Estes account used for this client’s shipping charges.

     

G

Shipment and BOL reference fields: Use Shipment Id (SID) number, Master Bill of Lading number, Purchase Order, and Bill of Lading number to send selected dynamic values or fixed reference values with the shipment.

     

H

Default Freight Payment Terms: Defines the freight payment terms used unless the order provides a different value.

     

I

Contact and notification fields: Use Contact first name, Contact last name, and the notification checkboxes to define contact and notification details for shipments processed through this account.

     

J

Sender address: Defines the sender name and company for shipments processed through this Client (Billing) Account. Use Override sender address when the sender address must differ from the Baseline Account sender address.

     

K

Broker and billing address controls: Use Specify customs broker and Override billing address when those shipment address details must be provided for this client.

     


Warning

Click Save before continuing so the configured settings are applied.

 
   

    

Next Steps (Optional)


Optionally, after the Client (Billing) Account is configured and saved, continue with Reference Data: Order-Level Estes (REST) Fields [Guide].

   

         Go to Go to 
Article 1: Estes (REST) Onboarding Requirements and Configuration Guides [Information]Article 2: Reference Data: Estes (REST) Baseline Account Fields [Guide]Article 3: Reference Data: Estes (REST) Client (Billing) Account Fields [Guide]Article 4: Reference Data: Order-Level Estes (REST) Fields [Guide]
Onboarding and ConfigurationBaseline Account(Billing) AccountOrder-Level Fields

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