Screen Path: Entity -> Carrier Management
A client can set up more than one record related to a single carrier. To avoid creating ambiguity, it is necessary to add prefixes to the carriers. When the records are created, they are listed below the carrier which they are related to.
For example, the client "Giant" can have 2 FedEx records by defining prefixes as seen below.
Creating a Carrier
To set up a carrier, select your warehouse and click the Start Set Up button.
Select the carrier and fill in the fields. The ones with asterisk sign "*" next to are mandatory fields that cannot be left blank. You can also define parameters for the carrier if necessary.
|Show Phone Number?||When selected true, the phone number is displayed on the label.|
|Default?||When selected true, the carrier is set as the default carrier. When no carrier is selected on Packing Station, this carrier's label is used.|
|Test?||When selected true, only a test label is generated for the client. It must be selected false when used for live operations. This function works only for accounts that have test credentials or supported test processes.|
|Carrier Active?||When selected true, the carrier becomes active. Otherwise, the carrier is not displayed as an option in selections.|
|Use Store Name for Company Name?||When selected true, the store name is used for the company name on the labels if a store name is available. You can check the store name for your order on the Shipment Order screen.|
|Bill Third Party?||When selected true, the carrier bill is paid by the defined third party account. Account numbers should be defined using the "Manage Third-Party Account Info" button.|
|Use Address Correction?||When selected true, the address is verified by the USPS address verification system during the label generation.|
|Reference No On Label||
Reference number makes you track your cargo more easily. This option is available only for FedEx and UPS.
FedEx Label: On the label, only the defined value is displayed as a reference number.
UPS Label: On the label, ReferenceNo1 represents the order code while ReferenceNo2 represents the defined value as the reference number.
Set allowed image formats of your labels during the printing phase. They can be different for each carrier.
FedEx : EPL - ZPL - PNG - PDF
UPS: EPL - ZPL - GIF
Endicia: EPL - ZPL - PNG - PDF
Stamps: EPL - ZPL - PNG - PDF GSO: ZPL - PNG
|MarkUp Rate||The system multiplies the default rate value with the MarkUp rate. You must enter a percentage value to that field. (Example: Type 0.1 for a 10% increase) On the Order Operations screen, you will see the mark-up rate as the default rate. On the Shipment Order screen, you will see both default rate and mark-up rate.|
|Return Address||For your return label, set a return address that belongs to an organization in the system. Empty selections will set return address as warehouse address.|
|Set Sender Info||For your label, set a sender address that belongs to an organization in the system. Empty selections will set the sender address as a warehouse address.|
|Label Size||Set the size of your labels to be printed. Only 4x6 and 4x8 sizes are valid in the system.|
Editing a Carrier
Select the warehouse related to the carrier which you want to edit and click on Start Set Up. Select the carrier which you want to edit.
Click on the Update button after making the desired changes.
Copying a Carrier Setup
Select the carrier whose setup you would like to copy, following the same steps in Editing a Carrier and click on Copy Setup button. As it is seen below, select the client(s) for which you would like to copy the carrier setup. When you click on OK, the carrier with the same credentials and parameter setup will be defined for the selected client(s) as well.
After copying the carrier setup from a client to another (to others), these clients form a group and they are displayed in the same color on the list.
If you edit one of the records of the same group, then you can change only the edited record or all the records within the group.
Deleting a Carrier
Display the carrier which you want to delete, following the same steps as in Editing a Carrier. After selecting the carrier, click the Delete button.
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Tags: Carrier, Carrier Management