UPS Email Template
UPS ACCOUNT MANAGER EMAIL
Hello [UPS Account Manager],
We have partnered with Loop to handle our parcel audits, and I’m reaching out to initiate an MNDA and EDI data feed setup. Our implementation manager from Loop, also included in this email, will be your main point of contact for processing the documents. Please include any required UPS documents to complete this process. If you have any additional questions, please let us know.
Next steps required:
Complete MNDA between Loop, [Client Name], and UPS
Include [email protected] for MDNA review and signature process
Create a UPS Ticket for EDI data feeds for both invoices and tracking data
EDI 210 - Invoice Data
EDI 214 Tracking Data
Thank you,
[XXXXXXX]
ADDITIONAL PREREQUISITES
Are you on consolidated billing for your UPS accounts? If you receive separate bills
for each UPS account, you are not on consolidated billing. If this is the case, we
must consolidate your shipper accounts under one master UPS account as a prerequisite. Your UPS rep can assist here, and you should include the following in the above message, as the second bullet point in the next steps.
[UPS Carrier Contact], can we set up the [Client Name], [number of UPS accounts] accounts for consolidated billing as part of this process?
FedEx Email Template
FedEx ACCOUNT MANAGER EMAIL
Hi [FedEx Account Manager],
I’m reaching out to initiate an MNDA and EDI data feed setup with our partner Loop. Our implementation manager from Loop, also included in this email, will be your main point of contact for processing the documents. Please include any required documents from FedEx to complete this process. If you have any additional questions, please let us know.
Next steps required:
Complete MNDA between Loop, [Client Name], and FedEx.
Include [email protected], for MNDA review and signature process
Complete a FEDEX EXPRESS/GROUND PARCEL ELECTRONIC INVOICE AND REMITTANCE TRADING PARTNER DATA SHEET and open a corresponding support ticket to get the feed set up between FedEx and Loop.
Thank you,
[XXXXXXX]
ADDITIONAL PREREQUISITES
Confirm with the rep if any account is on FBO or not. If any account is on FBO, the client or the client’s rep needs to remove the account from FBO until the EDI feed is set up. Once the EDI feed is set up, the client can reinstate the accounts on FBO. Please note that once the EDI is set up, the client will only be able to view and download their invoices from FBO but will not be able to pay through FBO anymore
Key: FBO stands for FedEx Billing Online. It is an online portal that customers use today to view, download, and pay invoices.
DHL Email Template
DHL ACCOUNT MANAGER EMAIL
Hello [DHL Account Manager],
We have partnered with Loop to handle our parcel audits, and I’m reaching out to initiate the data feed setup. Our implementation manager from Loop is included in this email and will be your main point of contact for processing the documents. Please include any required documents from DHL to complete this process. If you have any additional questions, please let us know.
Next steps required:
Please sign the attached LOA to allow [client name] to share contracts and invoicing samples
Thank you,
[XXXXXXX]
ADDITIONAL PREREQUISITES
Please complete and sign the following LOA and send a copy with your kickoff email above.