When looking to set up a new account with XL Express you will need to contact their IT department and advise them that you are looking to despatch your account through MachShip. This team can be contacted at email@example.com and <Account Manager Email Address>. Please cc firstname.lastname@example.org in your email.
Your email should be as follows:
Hi Support Team / <Insert your account manager's name>,
I need to set up my account <insert account code> with XL Express so that I may consign with my new FMS partner MachShip. Can you please set up my account so that my tracking status updates are forwarded through to the MachShip FTP server.
Finally, could you please also send a copy of my rates in excel format so I may be able to upload these into the MachShip system.
Once the XL Express team responds then we need to fill out the specific options.
Account Connote Type - MachShip has been informed that an account with XL Express will be either a B2B or a B2C account. As such please populate this box with your account type. This can be ascertained by speaking to your account manager or the XL Express IT team.
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. XL 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 XL Express Connote Ref Pool <Account Code>
Minimum Value - 1
Maximum Value - 999999 (that is six 9's)
Next Value - 1
Cyclical - N0
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 XL 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.