When looking to set up a new account with Direct Freight Express you will need to fill out the following specific options.
Account Code - The account code would have been provided to you when your account was set up.
Site Indicator - Direct Freight Express will set-up accounts against each sending site in one of two ways:
- A series of follower rate accounts off a parent account - If your account is set up like this then the Site Indicator should be set as the number assigned to that sending site.
- Separate accounts for each site. If your account is set up like this then the Site Indicator needs to be set as 0.
In order to ascertain what you should put in for this field please email the Direct Freight IT Team with the following:
Hi Direct Freight IT Team,
I am beginning to set up my account <insert Account Code> to be despatched through my new FMS, MachShip. Can you please advise what the site indicator should be for my account.
Also can I please have an API key so that I may be able to pull tracking information back into the platform.
Tracking API Key - This will be provided by the Direct Freight IT team from the email above.
Consignment Prefix - The consignment prefix will be your Account Code.
Reference Pools - Reference pools are utilised by MachShip in order to maintain a count on connote, manifest and item numbers. The reference pool will ensure that each of those numbers is unique to what we have sent to the carrier previously. More information can be obtained on reference pools here. Direct Freight Express requires the creation of just 1 reference pool, for the Connote number.
To create the reference pool select the Create Carrier Reference Pool button at the bottom of the page.
If you are creating a new account then the Reference Pools will be set to the following fields:
Pool Name - Set as DFE Connote Ref Pool <Account Code>
Minimum Value - 0
Maximum Value - 99999 (that is five 9's)
Next Value - 0
Cyclical - 0
It will appear as below:
Once created it will appear in the drop-down as below:
Should you already be trading on an existing account please set the next available field as 1000 consignments higher than the highest connote number on your previous account.
Once the account has been set up and all of the rates have been added, you will need to run a test to ensure that upon go-live, everything will run successfully. To do this, create a consignment - please make Reference 1 and Reference 2 and the delivery special instructions THIS IS A TEST. Once this has been created please manifest the consignment to the carrier. If you experience any issues please contact email@example.com.
If you receive a successful manifest message from MachShip then please send an email to firstname.lastname@example.org and advise them that you are starting to despatch your Direct Freight Express account through MachShip and that you would like to receive verification on the test file and permission to start to trade. Please include the label pdf's for the manifest, connote and the items.
Advise the support team of the connote number and request that they should cancel this to ensure that you are not charged. Please cc email@example.com on this email so we can help if required.
On confirmation from the support team that the setup is validated, you are free to begin to consign.