Adding Carrier Account
- Shipsy
Analytics
For Third Party Integration, If we have already done the Integration for a given courier partner then you can directly add the respective Carrier Partner from dashboard.
Please ensure the key Multi Carrier Management is enabled for your account
Here are the steps to do that:
Click the Hamburger menu and go to Setup.
Then navigate to the Carriers Tab under Carrier Partner.
2. Now click on ADD NEW CARRIER ACCOUNT for adding the courier partner.
3. If the integration for the courier partner is already done, then in Carrier Name you will see the suggestion for that courier. If not then that courier is currently not added, and you should reach out to Integration Team for the integration.
4. Now you can add add the Carrier Account Name. The carrier account can be different from Carrier Name . The idea for Carrier Account Name is that the client can have different credentials for different regions and different billing accounts. For e.g if the client operates in United Arab Emirates and Saudi Arabia, then there can be a possibility that the credentials for courier partner for these regions can be different. Therefore we have added the functionality for Carrier Account Name.
5. Then click the METHOD and select relevant method if multiple methods exist for the particular 3PL else select default. After this, a form will open where all the required fields for the courier needs to be added. The * marked fields are mandatory for addition of the Carrier Account.
6. In the given form, fill in all the required fields and Click on the Submit button. The new Carrier Account will be added and you can start with booking. Booking can be done directly via the Carrier Allocation rules or you can pass the Carrier Partner and Carrier Account in the Softdata api for CEP orders. For on-demand orders booking can only be completed by Carrier Allocation rules.