Set up shipping carriers
This article shows how to set up a shipping carrier and define details such as service, shipment mode, transportation tender, transportation constraints, and shipping rate. A transportation coordinator can then assign a shipping carrier to an inbound or outbound load.
Create a new shipping carrier
- Go to Transportation management > Setup > Carriers > Shipping carriers.
- Select New on the Action Pane.
- In the Shipping carrier field, type a value.
- In the Name field, type a value.
- In the Mode field, select an option from the drop-down menu.
Fill in the general information for the shipping carrier
- Toggle the expansion of the Overview section.
- Check or uncheck the Activate shipping carrier checkbox.
- In the Vendor account field, select an option from the drop-down menu. Select the vendor account to assign the shipping carrier to.
- In the Transportation tender type field, select an option. Select Manual to use the Transportation Tender page, or select EDI to update the tender by using Electronic Data Interchange (EDI).
- Check or uncheck the Activate carrier rating checkbox.
Create the necessary services for the shipping carrier
- Toggle the expansion of the Services section.
- Select New.
- In the Carrier service field, type a value.
- In the Name field, type a value.
- In the Load template ID field, select a load template to associate with the service. The load template defines the maximum measurements for weight and volume of an entire load. For example, the load template might represent the size of a container or truck. Load template IDs are also specified in load building templates and when using the load building workbench, which helps you apply load building strategies to create loads. As a result, the system will be able to match each new load to a suitable shipping carrier service by comparing the specified load template IDs.
- In the Transportation method field, select an option from the drop-down menu.
Set up the address for the carrier (optional)
- Toggle the expansion of the Addresses section.
- Select New.
- In the Name or description field, type a value.
- In the Country/region field, select an option from the drop-down menu.
- In the ZIP/postal code field, select an option from the drop-down menu.
- In the Street field, type a value.
- Select OK.
Set up the rating profile for the shipping carrier
- Toggle the expansion of the Rating profiles section.
- Select New.
- In the Rating profile field, type a value.
- In the Name field, type a value.
- In the Site field, select an option from the drop-down menu.
- In the Warehouse field, select an option from the drop-down menu.
- In the Rate engine field, select an option from the drop-down menu. Select the Rate engine that is in accordance with the contract that you have with the carrier.
- In the Rate master field, select an option from the drop-down menu.
- In the Transit time engine field, select an option from the drop-down menu.
- Select Save.