When looking to set up a new account with Personalised Freight Management Corp, you will need to coordinate with your account manager to contact their team and advise them that you are looking to despatch your account through MachShip. Please cc email@example.com in your email.
Your email should be as follows:
I need to set up my account <insert account code> with Personalised Freight Management Corp so that I may consign with my new FMS partner MachShip. Can you please advise what my consignment note prefix should be?
Can you also configure to have Status updates and PODS pushed back via the MachShip API
Once the Personalised Freight Management Corp team responds and confirms that this is all approved, 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 utilized 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 previously sent to the carrier. More information can be obtained on reference pools here. Personalised Freight Management Corp 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 Personalised Freight Management 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 below:
Once done, click on the Save Carrier Account button.
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 the rates have been added, you will need to run a test to ensure that everything will run successfully upon go-live. 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 firstname.lastname@example.org.
If you receive a successful manifest message from MachShip, please email your account manager and advise them that you are starting to despatch your Personalised Freight Management Corp account through MachShip and would like to receive verification that the job has been successfully received.
Advise Personalised Freight Management Corp 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.
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