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How to set up 3rd party shippers or carriers on outbound orders and transfers.

Distributor steps for assigning 3rd party carriers or shippers to outbound orders and transfers from Load Sheets, Invoice Edit or Delivery Optimizer. Needs Setting 582, carrier vendors, and v24.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 24.01

Pre-Conditions

  • Must have Vendors with Vendor Type = Carrier

Steps

Setup:

  1. Turn on Setting 582 - Show Carriers on LoadSheets
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  2. If you haven't already, create Vendors records for your carriers. Be sure the Vendor Type = Carriers
    ​ Link to your carriers
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Workflow:

  • Edit the Carrier from the Load Sheets table
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  • Edit the Carrier from Invoice Edit
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  • Edit the Carrier from Delivery Optimizer (Shipment Planner)
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