Contents - Index

Carriers Maintenance

This is used to store the names, addresses, and other related information of the carriers that you use. Carriers must be established before they may be used on a bill.

Carriers may be imported from an outside source. See Importing Data for more details.

Screen Layout
The entire list of your carriers is displayed on the left side of the screen. This list may be sorted by either column. Click on the column title to reorder the list by that column. Carrier information is changed on the right side of the screen.

Adding a Carrier
Press the Add button to add a new carrier. A new carrier will be established with "New" as its Carrier Number.

Carrier Number
Each carrier that you input must be assigned a unique carrier number (or I.D.). This number can be up to 10 characters long and may contain any character on the keyboard. Unless you use a large number of carriers, it is recommended to keep this field simple.

A recommended numbering scheme is one that uses that carrier's name for the number. For example, use "Bob" for "Bob's Trucking." This number is case sensitive, so "Bob" is not the same as "BOB."


Other Fields
Most of the fields on this page should be self-explanatory. The fields that may need further explanation are:

This is used to store the e-mail address of the carrier. Press the EMail button in front of the field to send an e-mail to the carrier.

This is used to store the website address of the carrier. Press the Web button in front of the field to go to the carrier's website.

Press the Notes button to view and edit notes for the carrier. This information does not print anywhere and may be as many lines as you wish.

Tariff Document
This field is used to keep track of the tariff document related to this carrier. Use the Locate Document button to find the tariff document and assign it to the carrier. Use the button to open the document. (Note: Only the link to this document is kept. The document itself is not stored within Lading Manager.)

If you know the carrier's fee for COD shipments, please enter it here. It will automatically fill this amount on the bill so you don't forget it. (Don't worry if the fee varies on each shipment as the fee may be changed on a bill-by-bill basis on the bill itself.)

Press the Save button to save your changes.

Editing a Carrier
Carrier information may be changed at any time. Simply locate the carrier in the list on the left and click on it in the list. Then, change the information on the right side of the screen as needed. Don't forget to press the Save button when you are finished.

Deleting a Carrier
A carrier may be deleted from the list as long as it is not being referenced by any of the bills in the system. To delete a carrier, locate the carrier in the list on the left and click on it. Then, press the Delete button. You will be asked to confirm the delete.