Overview
Carrier Codes identify the providers of shipping services (UPS, FedEx, etc.).
Application
Carrier Codes are set on the Customer Class record assigned to Customer Master records. When Customer Master records are added, the Carrier Code on the selected Customer Class becomes the default Carrier Code on the Customer Master. It can be overridden on the Customer Master.
Navigation
Carrier Codes
Processing
Step 1 - Activity to be done from list view:
- To add a new record, select the ‘New Carrier Code’ button.
- To edit an existing record, select ‘Edit’ in the Action column.
- To view an existing Carrier, select the Name in the ‘Name’ column.
Fields
Code: Identifies the specific carrier used to ship goods from Vendor to Buyer.
Official Fed Ex Carrier Code: When Checked, this record becomes the “official” Carrier Code for Fed Ex. Only one Carrier Code may be the “official” code for this carrier. Note that a given Carrier Code cannot be “official' for more than one carrier. Not required unless using ZenKraft or web service calls to this carrier.
Official UPS Carrier Code: When Checked, this record becomes the 'official' Carrier Code for UPS. Only one Carrier Code may be the 'official' code for this carrier. Not required unless using ZenKraft or web service calls to this carrier.
Official USPS Carrier Code: When Checked, this record becomes the 'official' Carrier Code for USPS. Only one Carrier Code may be the 'official' code for this carrier. Not required unless using ZenKraft or web service calls to this carrier.
Description: User-defined description of the Carrier Code.
Tracking Number URL: Optional carrier tracking URL.
Carrier API User ID: Login User ID for making a web service call to the carrier (currently only applies to FedEx and UPS) to obtain freight "quote". If not making web services calls to this carrier, this ID does not need to be set.
Carrier API Password: Login password for making a web service call. Used in conjunction with 'Carrier API User ID'. Currently only applies to FedEx and UPS to obtain freight 'quote'. If not making web service calls to these carriers, this Password does not need to be set.
Carrier API Attr 1: When Carrier = FedEx, this is the Account Number to be used when making a web service call to obtain freight 'quote'. When Carrier = UPS, this is the Access Key. Only required when making web service calls to these carriers.
Carrier API Attr 2: When Carrier = FedEx, this is the Meter Number to be used when making a web service call to obtain freight "quote". Only required when making web service calls to this carrier.
Carrier API Integration Test: When Carrier = UPS, this is required when making web services calls to UPS in integration test mode. This is not used with FedEx. Only required when making web services calls to this carrier.
Step 2 – ‘Save’ button. The page will refresh and additional functionality will become available.
Shipment Methods for Carrier tab
This section is used to associate Shipping Methods with the given Carrier, setting one (and only one) as the default. Note that Shipping Methods (aka Ship Via Type Codes) must be previously defined using ‘Shipping Methods’ UI.
Click on ‘New Shipping Method by Carrier’ link.
Fields
Ship Via Type Code: (aka Shipping Method): Select code from the dropdown of Shipping Methods.
Ship Via Type Description: Displays from Ship Code Type.
Default for Carrier: Check if the Ship Via Type Code is to be the default Shipping Method for this Carrier.
Default for Method: Check if this record is to be the method default.
SEE ALSO
Customer Class
Customers
Sales Order Control
Sales Order Header Creation and Management
Shipping Methods
