When looking to set up a new account with Casella Transport you will need to contact your account manager and advise them that you are looking to despatch your account through MachShip. Please cc firstname.lastname@example.org in your email.
Your email should be as follows:
I need to set up my account <insert account code> with Casella Transport so that I may consign with my new FMS partner MachShip. Can you please advise what my consignment note prefix should be?
Once the Casella Transport team responds then we need to fill out the specific options. These are:
Account Code - The account code would have been provided to you when your account was set up.
Consignment Prefix - The consignment prefix will have been provided to you in the email sent above.
Reference Pools - Reference pools are utilised by MachShip in order to maintain a count on connotes, manifests 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. Casella Transport 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 Casella Transport Connote Ref Pool <Account Code>
Minimum Value - 1
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 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 your account manager and advise them that you are starting to despatch your Casella Transport account through MachShip and that you would like to receive verification that the job has been successfully received.
Advise your account manager of the connote number and request that they should cancel this to ensure that you are not charged. Please cc firstname.lastname@example.org on this email so we can help if required.
On confirmation from the support team that the set up is validated, you are free to begin to consign.