When looking to set up a new account with CTI Logistics Regional Freight 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 Logistics Regional Freight 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 CTIF 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 Logistics Regional Freight is configured to price off the carrier's system and as such you will need to setup and upload the ratecard in the below format:
1. Set your Account Code in the Account(Ratecard) section/column.
2. Please set the From zone and To zone as required.
3. Add the services provided to you by the CTI team
|Carrier||Ratecard||Service||From Zone||To Zone||Reciprocal||Cubic Conversion||Basic||Minimum||Break Type||Item Type||Break From||Break To||Price|
Please note you can add in extra services as required.
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 typed-in as THIS IS A TEST. Once this has been created please manifest the consignment to the carrier. If you experience any issues please contact firstname.lastname@example.org.
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 CTI Logistics Regional Freight 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 carrier that the setup is validated, you are free to begin to consign.