IP | How-To Add a ShipCalm 3rd Party Parcel Account to an LOB

Customers who use their own Parcel Accounts would like the ability to use the ShipCalm Parcel Account for specific shipments.

The customer that is wanting to Use the ShipCalm Parcel Account rather than their own Parcel Account
The Carrier that the Parcel Account is for
- FedEx, UPS, etc.

1

Navigate to the 'Third Party Parcel Account' Table

Navigate to the 'Third Party Parcel Account' table in InfoPlus.

Third Party Parcel Account Table
2

Filter the Table by LOB = ShipCalm

Filter the Table by the LOB name equals ShipCalm (or select the ShipCalm checkbox)
3

Filter the Table by the Carrier

Filter the Table by the Carrier that you need to apply
4

Open the Record that is listed

Select the record in the table for the Carrier and ShipCalm LOB
5

Duplicate the Third-Party Parcel account record

Once the record is open, use the Actions dropdown menu to select the 'Duplicate' action
6

Update the fields of the new record
Update the following fields for the customer and carrier that is being added for
- Account Name - Change the LOB in the Name to the Customer Name
  - Format: ShipCalm | LOB - Carrier
  - Example: ShipCalm | BioHarvest - FedEx
- LOB
  - Change the LOB to the LOB that is requesting the account change
7

Save the Third Party Parcel Account Record

After completing all of the required fields, select the SAVE button at the bottom right of the page.

Navigate to the 'Third Party Parcel Account' Table