Welcome to the Shippit family! We are really pleased that you have made the strategic decision to partner with Shippit, and to fulfil your delivery promises. Our mission is to bring people and goods together in the leanest way possible, and we’re excited to have you on board.
When you spoke to your Shippit account manager, they would have discussed a document that they needed you to complete. If you haven't got the document yet, you can download the form as a Google sheet. This article discusses how to complete the information in each tab of the document. When you have finished, send your completed document to the Shippit configuration team and make sure you copy in your Shippit account manager.
Before you start
If you haven't already got a copy of the document, download it as a Google sheet. Make sure you rename the file as [Your company name] Account Information. For example, if your company name is Acme2000, you would call the file Acme2000 Account Information.
When you open the document, you'll notice that most of the tabs are green, but you might also have some other tabs that are marked in yellow. Green tabs must be completed, we can't create your account without this information. Yellow tabs are optional, so we don't need this information to create your account, but we do need this information before we can set your account to be live. The more information you can complete, the faster we can set everything up for you.
💡Note: Your spreadsheet might not have yellow Should have tabs, depending on your account type. If you don't have any, just complete the green tabs.
To complete the information in the spreadsheet, you might need to talk to other people within your organisation. The main people you need to speak to are:
Carrier account manager: To provide all carrier credentials and rate cards. Note that credentials are likely to differ between dispatch locations.
Operations, fulfilment, or logistics: To provide general warehouse information, and user access and permission types.
Finance, or accounts: To provide a billing email and ABN number for billing.
Digital, eCommerce, or customer experience: To provide branding and advertising artefacts.
Completing the Account Information spreadsheet
To complete the spreadsheet, work through each of the tabs. The purple Start here - Introduction tab gives you a checklist of items.
💡Note: Your spreadsheet might not require all of these details, depending on your account type. If you don't have all the fields, just complete what is there.
Work through the green Must have tabs:
BYO carrier mix for Australia or New Zealand
Optional: Work through the yellow Should have tabs:
If you are using a Shippit Connect integration, the Package presets
Add your ideal implementation window and go live date.
Optional: Add whether or not you require a staging environment, for end-to-end user acceptance testing.
Optional: Provide your key contacts' information. This helps us make sure we're talking to the right stakeholders as we set up your account.
Account details
🟢 Green Must have tab: You must complete this information for us to be able to create your account.
The Account details tab contains all the necessary information that Shippit needs to set up account structure, account access, billing, and the information carriers need for pick-ups and communications.
Field | Description | Example |
Company / Store | A store represents either a single dispatch location or brand |
|
Parent Company Name | This account represents a parent company that manages the business administration of all stores or brands |
|
Contact Name | Name of account owner |
|
Contact Email | Email address that is the primary owner of this store |
|
Login Email (unique) | Email address that is the primary owner of this store. Can be the same as the contact email. |
|
Preferred Password | Choose your login password (this can be changed later) |
|
Contact Phone | Account owners' phone number |
|
Address | Address of your pick-up/dispatch location. Shippit passes this information onto the driver |
|
Suburb | Suburb of your pick-up/dispatch location |
|
Postcode | Postcode of your pick-up/dispatch location |
|
State | State of your pick-up/dispatch location | NSW, VIC, QLD. |
Country Code | Country code of your pick-up/dispatch location | AU, NZ. |
Address Type | Store location type | residential, retail store, warehouse, office. |
ABN | Australian Business Number for invoicing |
|
Billing Email | This email address will receive billing from Shippit. You will need to login with this email to input your credit card details. |
|
Pick-up special requirements | This helps drivers navigate to the pick-up location | Find the roller-door on your right and press the buzzer |
Staging Environment needed | This environment is used for testing functionality |
|
Collection window
🟢 Green Must have tab: You must complete this information for us to be able to create your account.
Your collection window should reflect the opening and closing times of your dispatch location. Shippit passes this information onto drivers to ensure pick-ups are made between these times.
Field | Description | Example |
Store Name | Reference your store name from the account details tab |
|
[day of the week] - Open | The time your dispatch location opens. Carriers will not pick-up before this time. | 8am, 0800, 8:00am |
[day of the week] - Close | The time your dispatch location closes. Carriers will not pick-up after this time. | 5pm, 1700, 5:00pm |
BYO carrier mix
🟢 Green Must have tab: You must complete this information for us to be able to create your account.
To bring your own carriers onto the Shippit platform, Shippit requires your carrier credentials and, if indicated, a rate card.
If you are based in Australia, complete the AU BYO carrier mix tab. If you are based in New Zealand, complete the NZ BYO carrier mix tab.
On this tab:
Locate your carrier in the list, and check the box in column B.
Type the required credentials.
If a rate card is required, click the link to go to the appropriate tab, and upload the rate card.
Mark the status as Complete for this carrier.
Field | Description | Example |
Carrier Name | Names of all available BYO carriers. These carriers can all be configured into Shippit |
|
Select your carrier | Check the box for each carrier you want to configure into Shippit. |
|
Input your credentials | Credentials consist of multiple keys, and unique ID numbers. You can click the link to go to the relevant carrier tab and find out what credentials Shippit needs. |
|
Upload your rate card | Upload your carrier rate card within the format presented. Click the link to go to the relevant carrier tab and find out what rate card format is required. |
|
Statues | Indicate your progress. This status informs the Shippit configuration team of your progress. |
|
User details
🟢 Green Must have tab: You must complete this information for us to be able to create your account.
The user details provides all the information that Shippit needs to set up your user accounts.
Field | Description | Example |
Store name | The store or stores you would like to give user access to. This determines which stores the user can log in to. |
|
User name | First and last name. | Jane Austen |
Company email for login. | ||
Contact number | Contact number. | 0404000444 |
Level of access | The level of access for each user. Head office provides unlimited access to all services, such as processing orders, configuring settings, carrier logic, and billing. Admin provides restricted access to selected stores, settings, and order processing. Processing provides access to process orders in the portal only. For more information, see the User roles article. |
|
Package presets
🟡 Yellow Should have tab: Not required for all accounts. If you have been asked for this information, it is not required to create your account, but is required before we can set your account live.
You can to set up default packaging so that orders can be assigned to particular packaging types depending on their weight. Some examples for packaging defaults are:
Satchels: The most common satchel sizes, weights, and dimensions are pre-filled. Tell us which ones you would like enabled.
Boxes: If you ship using boxes, tell us the name and dimensions of each box size.
Pallets: If you ship using pallets, tell us the name and dimensions of each pallet size. Please also include the pallet brand name in the Package type field.
Field | Description | Example |
Store Name | Reference your store name from the account details tab. |
|
Package type | Unique name for this package. |
|
Weight (kg) | Dead weight in kilograms. Use the volumetric weight if your integrated system only passes through a weight field. |
|
Dimensions (Length) | Length of package in centimetres. |
|
Dimensions (Width) | Width of package in centimetres. |
|
Dimensions (Height) | Height of package in centimetres. |
|
Enable | Turn this package type on or off in default presets. |
|
Branding and advertising
🟡 Yellow Should have tab: Not required for all accounts. If you have been asked for this information, it is not required to create your account, but is required before we can set your account live.
You can use your own branding to:
Customise your track page and notifications with your logo and colours.
Drive traffic back to your website by adding an advertising banner and custom URLs to your tracking page.
Add your logo to your packing slip and label.
You can see examples of branded tracking pages, notifications, labels, and pack slips, in our custom branding article.
Field | Description | Example |
Store Name | Reference your store name from the account details tab. |
|
Image Type | A list of image types Shippit surfaces to your customers. |
|
Required Size | Image size requirement guide, by image type. |
|
Where Found | Location this image type can be found in your customers last mile journey. |
|
URL for redirection | The URL to use on your tracking page. This URL redirects customers back to your website to purchase again. |
|
Logo | The logo to use to personalise your customer journey. |
|
Advertising Banner | The advertising banner to use. Can be used as a call to action. |
|
Shippit carrier mix
This tab is for Shippit use only, you do not need to use this tab.
Feature activation
This tab is for Shippit use only, you do not need to use this tab.
Next steps
When you have finished, send your completed document to the Shippit configuration team and make sure you copy in your Shippit account manager.