When looking to set up a new account with CTI Xpress you will need to set the specific options.
Account Code - The account code will have been provided to you when your account was set up
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. CTI Xpress requires the creation of just 1 reference pool, for the Manifest 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 CTI Xpress Manifest Ref Pool <Account Code>
Minimum Value - 0
Maximum Value - 999999 (that is six 9's)
Next Available Reference - 1
Cyclical - No
It will appear as below:
Once created it will appear in the drop-down as below:
Once done with the setup, click on the Save Carrier Account button.
How to set up the Ratecard:
CTI Xpress are configured to price off the Carriers System and as such you will need to extract and upload the ratecard in the below format. This will contain all the available services for the CTI Xpress local movements.
1. Set your Account Code in the Account section/column.
2. Please set the From zone and To zone as required.
|Carrier||Account||Service||From Zone||To Zone||Reciprocal||Cubic Conversion||Basic||Minimum||Break Type||Item Type||Break From||Break To||Price|
Note: Add the available services provided/assigned to you by CTI Xpress
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 job and type in the Reference 1, Reference 2 and the Delivery Special Instructions as THIS IS A TEST. Once this has been created it will be booked with the carrier.
If you receive a successful manifest message from MachShip then please send an email to the CTI Xpress Team and advise them that you are starting to despatch your CTI Xpress account through MachShip and that you would like to receive verification on the test file and permission to start to trade.
Please include the job 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.
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