Setup Settlement Configurations: Within Shipwell there are a number of Settlement Configurations covering such as amount variances threshold that trigger First Pass Match Exceptions. Your Shipwell administrator can view and adjust these thresholds and this should be done prior to onboarding carriers. Settlement Configurations can be accessed by going into ‘Manage’ -> ‘Company’ -> ‘Company Defaults’ and selecting ‘Settlement’.

Setup Settlement User Access: Within Shipwell you can turn on or off Settlement access by simply removing the ‘Invoicing’ user functionality. Go into ‘Manage’ -> ‘Company’ -> ‘Users’ and activate ‘Invoicing’ for each user that should have Settlement access. Only Shipwell user administrators can update this access.

Setup Settlement User-Specific Email/Notifications: Within Shipwell under the Profile icon and select User Preferences and then Notifications where you can turn on/off email and in-app notifications. Make sure ‘Invoice Activity’ is turned on if you desire to receive Settlement emails/notifications. Note users manage this access themselves so best time to have users update this so it is active is during a user training session.

Activate In-App Uploaded Invoice: The in-app uploaded invoice is activated on a customer-by-customer basis. Accordingly, if you are looking to have your carriers or your own people upload PDF invoices and have the information extracted from them, then let your Customer Service Manager know and it will be activated.

Integrate Any Inbound EDI 210 Carriers: For any carriers that will be delivering their invoices via inbound EDI 210, then please make sure you connect with your Customer Service Manager. Note that there may be a separate services integration fee for this integration process if not already part of an existing contract or a current SoW.

Identify if an ERP or FMS integration is desired: Customers that want to integrate their Enterprise Resource Planning (ERP) or Financial Management System (FMS) with Shipwell can do so. The Settlement API documentation can be found here. If looking to move forward with a Settlement integration then the suggestion is working with our Professional Services group to successfully establish these integrations.

Train Internal Users: Train internal users on Shipwell’s Settlement functionality and how you are using it for your process. Clearly defining the process expectations around using Shipwell is important. This should include a test of Settlement invoice processing.

Onboard Carriers: Onboarding carriers with a clear understanding of your settlement process and expectations is an important aspect of success. Communicate the What, When, and How with each carrier. We have a series of how-to videos to help carriers in using the Shipwell platform.