How to configure ShipEzee in techSHIP

The ShipEzee (Reliable Logistics) integration supports:

• Shipment voiding

Information to be Provided

Have the following information available before connecting ShipEzee (Reliable Logistics):

Settings to be Verified

Specifications and Constraints

Operational Details

• ShipEzeeV2 supports domestic, regional, and international shipments. These flows may require different account configurations.

• For international shipments, Reliable Logistics handles the subsequent customs process outside ShipEzee. Incoterms are managed at the account level.

Labels

ShipEzee supports Reference 1 and Reference 2 on labels. Reference 1 has a maximum length of 30 characters.

For setup instructions, see Using order References in your labels [Step-by-Step guide].

Configuring a Baseline Account

A Baseline Account serves as the fundamental connection point between techSHIP and the carrier's system. It acts as a template that holds the credentials and fundamental properties required to process shipments.

The techSHIP AI Assistant is available from the Carrier page for supported Carrier configuration tasks. For detailed conceptual information and advanced configuration, refer to techSHIP AI Assistant: Overview & Availability [Information].

Adding a Carrier

Before adding an account, you must ensure the Carrier entity is available for your location.

1. Click My Carriers from the left menu under the Carriers category.

2. Click Add Carrier.

   

3. Select the desired Carrier.

You may encounter additional messages depending on the carrier status or your plan:

• Subscription Required (⭐): If the carrier has a star icon, you will see a message stating "To use this carrier, a subscription upgrade is required." Press Contact to Upgrade to proceed.

  

• Carrier Suspended: If the carrier has not been used for an extended period, you will see a message stating “This carrier is currently on hold...” Click Request Assistance to reactivate it.

  

• Setup Fee Waived: If a carrier from the same carrier group is already installed in your location, you can add this carrier without incurring additional fees.

  

4. If needed, update the carrier Name.

5. Click Add Carrier. Once the Carrier is added, you will be automatically redirected to the Carrier page to continue setting it up.

   

6. Enter the Code of the Carrier as it appears in your host system.

The Code of the Carrier must match exactly the value defined in the host system. Any discrepancy (including casing or extra spaces) may prevent the carrier from working correctly.

7. Click Save.

   

If your facility utilizes the centralized Pickup Schedule, we highly recommend adding this new carrier to your calendar now. While not required to process labels, this ensures accurate induction metrics for your Insights dashboards. To learn more, see Understanding the Centralized Pickup Schedule & Expected Induction Logic [Information].

Adding a Baseline Account

From the Carrier page, click Add Account to create a new Baseline Account.

You will be redirected to the Baseline Account page to complete the setup.

Entering incorrect values will prevent the system from generating shipping labels.

General Tab

In the General tab, define the administrative properties:

• Name: Enter a descriptive name for the account.

Ensure to enter a descriptive name based on unique properties. E.g.:

• Carrier Name - Account Number (CarrierX - 123456789)

• Carrier Name - Consolidator Name (CarrierY - MyConsolidator)

• Carrier Name

• Usage: Select the most suitable option:

  • Test: Used for sandbox or onboarding purposes.

  • Production: Used for live shipping.

Keep the Status field set to its default Active value. An account must be Active to remain fully editable. For detailed conceptual information on account statuses, refer to How to Inactivate and Activate a Carrier Baseline Account [Step-by-Step Guide].

Carrier Tab

The Carrier tab contains these ShipEzee (Reliable Logistics) Baseline Account fields:

• Client ID: Identifies the carrier connection.

• Client Secret: Authenticates the connection. The saved value is masked in the interface.

• Account ID: Identifies the ShipEzee account used for the connection.

• Sender address: Enter the sender information used when the Client Account does not override it. The section includes Sender name, Sender company, Address 1, Address 2, City, State/province, Zip, Country, Phone, and Email.

Labels Tab

Set Mode to PDF or ZPL.

Finalizing the Setup

Once you have entered the required information, click Save.

From the Carrier page, you can now see the Baseline Account listed with the status Active.

The Baseline Account is now connected. To start shipping, you must assign this connection to a specific Client by creating an Account as described below.

Configuring a Client Account

Adding an Account

Before adding a Client Account, ensure that the Client has been created. For instructions creating a Client, see: How to create a Client profile [Step-by-Step guide].

1. Click Clients from the left menu under the Clients section.

2. Click the Edit icon for the desired Client.

   

3. Click Add Accounts.

   

4. Optionally, use the Search box to search by Baseline Account Name or Carrier.

5. Select the Baseline Accounts that will serve as the foundation for your new Client Accounts.

6. Click Add Accounts.

   

   A toast notification will confirm the accounts were successfully assigned. Click the Refresh icon if recently added accounts are not displayed.

   

7. Click Edit on each newly created account.

   

8. Configure the available options in each tab (except Carrier).

   

For complete instructions on configuring this settings, see How to configure the Billing Account General Options tab [Step-by-Step Guide].

Carrier Tab

The Carrier tab contains these ShipEzee (Reliable Logistics) Client Account fields:

• Service code: Select the service used for the client account.

• Override WMS service code: Enable this option to use the selected service instead of a service code supplied by the WMS.

• Cost centre: Enter a cost centre when applicable.

• Reason for export: Enter the export reason when applicable to the shipment.

• Default currency: Select the currency to use as the account default.

• Adult signature required: Set the client account preference for adult signature.

• Sender name and Sender company: Enter the client sender details when applicable.

• Override sender address: Enable this option to use the Client Account sender address. When it is disabled, the complete Baseline Account sender address is used.

Specifying Rate Shopping Service Codes

Optionally, if you are using Rate Shopping, you may need to restrict which services are included in the comparison.

For detailed instructions, see: Include or exclude Service Codes when Rate Shopping [Step-by-Step Guide].

Finalizing the Setup

Once you have entered the required information, click Save.

With the account configured and requirements verified, you can now proceed to process orders as described below.

Configuring an Order

The steps described in this section are not required for carrier setup, and they are offered as an optional review if further order-level configuration is required.

Follow the UI Navigation steps in How to Edit an Order [Step-by-Step guide], using the carrier-specific values provided in this guide.

The Carrier tab contains these ShipEzee (Reliable Logistics) fields when editing an Order:

• Service code: Select [ECO], Standard, Priority, or Express.

• Insurance: Enable insurance for the shipment when applicable.

• Signature required: Request a signature for the shipment.

• Adult signature required: Request an adult signature for the shipment.

• Reason For Export: Enter the export reason when applicable.

• Currency: Select the shipment currency.

Click Save to apply the order-level changes. After the Order is updated, continue with the standard shipping workflow.