Setup
The Carrier module, located in the Setup group, lists all shipping carriers and services. Carriers can be imported from QuickBooks, created in the Carrier module, or imported using the import.
Add a new carrier
Follow the steps below to create a new carrier.
- Open the
Carrier module and click the
New button located on the module toolbar.
- Enter the Name and Description.
- The SCAC (Standard Carrier Alpha Code) is an optional two to four letter code that is used to identify transportation companies.
- To add services to the carrier, click the
Add button on the toolbar the right.
- Memos can be added, edited, viewed, and printed on the Memo tab.
- To save the carrier, click the
Save button located on the module toolbar.
A customer's default carrier and service can be set on the Details tab of the Customer module. If the customer doesn't have a default carrier, the default carrier specified on the Details tab of the
Company module will be used.
Edit, delete, or inactivate a carrier
- To edit a carrier, double-click the carrier in the search pane, make any changes, and then click the
Save button located in the module toolbar.
- To delete a carrier, double-click the carrier in the search pane and then click the
Delete button located in the module toolbar.
- A carrier cannot be deleted if it is in use by other modules. In this case, a carrier can be inactivated by unchecking the Active checkbox and then clicking the
Save button in the module toolbar. To view an inactive carrier, select Inactive in the Status dropdown of the search pane.
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