How to configure Stord in techSHIP

The Stord integration supports:

• Void

• Rate Shopping

• Label References: References 1, 2, and 3

Information to be Provided

The following credentials and information are required before configuring Stord:

Settings to be Verified

Specifications and Constraints

Operational Details

• Stord is a small parcel consolidator with STORD for US shipments and STORDCANADAPOST and STORDASENDIA for applicable Canadian shipments.

• International shipments are not supported.

• For a shipment with multiple packages, Rate Shopping returns a service for the complete shipment only when that service is available for every package.

• Service availability depends on the Stord account and shipment lane.

Labels

For a comprehensive guide on how to use label references, 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 the Baseline Account fields used for the Stord connection:

• API token: Enter the required Stord bearer token.

• Organization ID: Enter the required Stord organization identifier.

• Shipper ID: Enter the required parcel shipper identifier.

• Shipper facility ID: Enter the facility identifier when using Stord manifesting. The field is labeled “Required for manifesting.”

• Fulfillment center ID: Optionally enter a Stord fulfillment center identifier. When provided, the resolved ship-from address must match the address registered to that fulfillment center.

• Billing account ID: Optionally enter the Stord billing account identifier to assign it to shipments.

• Sender address: Configure the default ship-from address. This field may be left blank during account setup, but shipment creation requires a resolved sender address.

• External Location Id: Optionally enter the identifier of the Stord location associated with the sender address.

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 the following Client Account settings for Stord:

• Service: Select the default Stord service for this client. A service must be resolved from the account or order before creating a shipment.

• Package Type: Select the default packaging material, box or envelope. When using [Mapped Box Name], configure each client box name with its corresponding Stord package type. Each package uses its own mapped type when available; the order-level value is the fallback.

• Override WMS Service Code: Enable this option when the configured service should be used instead of the service supplied by the WMS.

• Adult Signature Required: Set the client preference to Default, Enable, or Disable where signature service is available. An adult signature takes precedence over a standard signature requirement. Signature service is unavailable for STORDASENDIA.

• Use contracted rates: Enable to request Stord preview or contracted rating. When disabled, the integration requests full rating.

• Sender name and address: Configure a client-specific sender when it should replace the sender inherited from the Baseline Account.

Specifying Rate Shopping Service Codes

If you use Rate Shopping, you can 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 Stord-specific settings when editing an Order:

• Service: Select the Stord service for this shipment.

• Residential: Choose Default, Enable, or Disable to set the destination’s residential condition for this order.

• Signature Required: Request a standard signature where the selected Stord variant supports signature service.

• Adult Signature Required: Request an adult signature where supported. An adult signature takes precedence over a standard signature requirement. These signature controls are unavailable for STORDASENDIA.

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