1. Login to the customers account as admin
Go to x2.shipedge.com and login using the customers email address, but using the admin password. Go to the Carries tab. Choose which carrier you wish to configure, click the actions button and select Carrier Accounts. In this example we will look at FedEx as the carrier.
2. Retrieve the Carrier account information from the Xenvio account requirements form
We will need the FedEx Key, Password, Account number, and Meter that FedEx provided to the customer. The exact information needed is different with each carrier, but there should always be some form of account name and password necessary.
3. Enter the information for the carrier
Click on New account to setup a new account. This will bring up a new line. Use the format xyz1_carrier for the name, where xyz1 is the warehouse designation and carrier is the name of the carrier to be configured. Fedex is unique in that they require a test account be setup to so that we can print labels for certification before going into production. Use the format xyz1_fedex_t and xyz1_fedex_p for fedex test and production accounts. Shipedge has its own test credentials to enter for the test account. The mode is set test or production according to which on we are setting up.
4. Return to warehouse and and connect carrier account
Go to the Warehouses tab, click the actions button associated with the warehouse and choose edit.
The carrier account will now be visible with an unchecked checkbox next to it. Put a check the checkbox next to the account that was just created and click “Update Warehouse”. Note that FedEx uses a test account until certification is complete. Once certification is complete uncheck the box next to xyz1_fedex_t and put a check in the box next to xyz1_fedex_p. Also note that fedex is the only one that uses a test account so it is not necessary to label other carrier accounts with a p or a t such as can be seen in the screen shot where USPS is labeled xyz1_usps_p. However doing so does not cause any harm.