Contents - Index

Carriers Maintenance

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

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, except quotes ( ' or " ). 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.

Default Service
This will be added to the bill of lading when the carrier is selected.

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.

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.

Copying a Carrier
Carriers may be copied (cloned) to a new carrier. The new record will have the same key with a different last character. To copy, position the list to the desired record. Then, press the Copy button . All fields will be copied to the new record.

Where to go Next
After initially setting up your carriers, the next step is to input the names and addresses of your consignees. Please go to  Consignees Maintenance by clicking the button. Then click here to continue.