Service Setup


Service Setup tabs.

Click Service Setup and then Carriers to bring up the Carriers window. Use this window to add the Carriers that you want available for shipping with this profile.


Carriers

Click Service Setup and then Carriers to bring up the Carriers window. Use this window to add the Carriers that you want available for shipping with this profile.

Please note, you may only add carriers that are added to your account. To add carriers to your account, please refer to the following link:


Adding Carriers

  • When the Carriers window is displaying, click the “+” sign in the right of the window.

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  • In the window that pops up, select the carriers you want to add by clicking the checkboxes.
  • Add the selected carriers by clicking the “+” button.


  • The carriers you added will now appear in the Carriers window.

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Services

Click Service Setup, and then click Services to add the available services for this profile. The available services to add will be based on the carriers you have added under the Carriers tab.


Adding Services


  1.  In the services window, first choose whether you want to add Parcel or LTL services. This option will     be presented as a drop-down menu under the heading “Small Parcel/LTL”.
  2.  From the Available Services box on the left, click to check the boxes of the services you want to add.
  3.  Click the blue arrow to add services to the Current Service list on the left.
  4.  To remove services, from the Current Services box on the right, click to check the boxes of services   you want to remove, and click the blue arrow to remove them.

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Don’t forget to save your profile after every change you make!



Adding Generic Services


  1.  In the services window, first choose whether you want to add Parcel or LTL services. This option will   be presented as a drop-down menu under the heading “Small Parcel/LTL”.Image Placeholder
  2.  From the Available Services box on the left, click to check the box of the service called Generic Parcel   or Generic LTL. (This option will be at the bottom of the service list.)Image Placeholder
  3.  Click the blue arrow to add the service to the Current services side.Image Placeholder
  4.  Once you add it to the Current Services side you can find the adding Generic service in the list and be able to edit the service.
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  5. This is where you give the service a name and a unique symbol, i.e. ( Service   Name: Warehouse Truck ) ( Unique Symbol: WT )
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  •  Remember to SAVE the service and also the save the Profile.
  •  To remove services, from the Current Services box on the right, click to check the boxes of services   you want to remove, and click the blue arrow to remove them.

    • Note: It may take 2 tries to get the Unique Symbol to save correctly, after you save the first time edit the service and set the Unique Symbol and save. This has been a reported issue that development needs to look into.



    Rateshops


    Rateshops is the next tab down under Service Setup. Use this tab to create custom rateshops for this profile. Adding rateshops is similar to adding Services.


    Adding Rateshops

    1.  In the Rateshops window, click the “+”
    2.  This will bring up a pop-up where you can configure the rateshop.
    3.  Add the services you want to save in the rateshop by moving them from Available Services to Current   Services.
    4.  Save the rateshop by clicking the save icon, and then close by clicking the red “X”.
    5.  Your rateshop should now appear in the Rateshops window.

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