Add YODEL shipping account

A shipping account is a specific account set up with a shipping carrier or logistics provider that enables businesses to manage shipping activities.

In SAPIENT, you can create a shipping account with YODEL, assign your YODEL credentials to it, and then link it to the relevant shipping location(s).

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IMPORTANT

Before you can set up a shipping account, make sure you have enabled the label integration with YODEL.

To add a shipping account for YODEL in SAPIENT, follow the instructions as explained in the following procedure.

  1. Log in to the SAPIENT platform using your credentials.
Logging into SAPIENT

Logging into SAPIENT

  1. On the Home page that opens, in the left navigation panel, select Shipping Accounts.
Accessing shipping accounts

Accessing shipping accounts

  1. On the Shipping Accounts page that opens, select the Add Shipping Account button.
Accessing option to add shipping account

Selecting option to add shipping account

  1. On the Add Shipping Account form that appears, in the ACCOUNT DETAILS block, fill in the necessary information as described in the following table.
Entering account details

Entering account details

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Tip

In the following table, the mandatory fields are marked with an asterisk (*).

ElementDescription
Carrier*From the dropdown list, select YODEL.
Shipping Location*From the dropdown menu, select the shipping location that you want to assign to the shipping account you are creating.
  1. In the SHIPPING ACCOUNT block, enter the necessary information as explained in the following table.
Specifying shipping account details

Specifying shipping account details

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Tip

In the following table, the mandatory fields are marked with an asterisk (*).

ElementDescription
Carrier Account Number*Enter the nine digit account number for YODEL.

The format of the account number must be compliant with the carrier you have selected.
Account Name (if different than customer)*Enter the name of the account you are adding.
Account Type*From the dropdown menu, select one of the following account types that you want to set up for the the shipping account you are adding:

Production: a live environment where the final version of the application is deployed and made available to the users.

Sandbox: a testing environment that mimics the Production environment but is isolated from it. The sandbox environment is primarily used for development and testing purposes.
Alias*Enter a custom name which can be used in the API request instead of using the shipping location ID when connecting to us. Therefore, it is recommend that this name must be memorable and available for reference purposes.
Contact Name*Enter the contact name for the account you are adding.
Contact Number*Enter the contact number for the account you are adding.
  1. In the CARRIER DETAILS block, enter the necessary information as explained in the following table.
Entering carrier details

Entering carrier details

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Tip

In the following table, the mandatory fields are marked with an asterisk (*).

ElementDescription
Contract Number*Enter your seven digit YODEL contract number.
Schedule Number*Enter your four digit YODEL schedule number
Meter NumberEnter your five digit meter number.

This number is used to create the unique YODEL barcode range. For more information, refer to the Barcode range setup section.
  1. After entering all the required information, select the Add Shipping Account button.

Once done, you have now successfully added a shipping account. You can now add a shipping location to your new shipping account.


Account approval

Once you have created the EVRi shipping account, the account needs to be approved before you start using it to ship with EVRi.

To get your shipping account approved, consider the following:

  1. If the account type you have created is Production, you will receive a confirmation email.
  2. Initially, the account status is set to 'Disabled' until the account has been approved by the EVRi's IT integration team. This can typically take 2-5 working days.
  3. Once the account has been approved, the status of your shipping account is change to 'Enabled'. You can check the account status by viewing the shipping account or via the Get Account API.
  4. If the account cannot be approved, we will contact you and advise accordingly.

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Note

Shipping account(s) can be added and managed via API. For more information, refer to the API References section.